Budgeting & Forecasting4 min read
Why Excel is Still Perfect for FP&A
Excel is still perfect for FP&A because it offers unmatched flexibility, speed, and control for financial modeling, forecasting, and scenario…
James Richard ·
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115 articles in Budgeting & Forecasting
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Reporting & Automation3 min read
Free Excel Templates to Make Your FP&A Job Easier
Free Excel templates can significantly streamline FP&A workflows by standardizing budgeting, forecasting, and reporting processes without added cost. If you…
James Richard ·
Budgeting & Forecasting5 min read
CFO’s Cling to Excel Despite Its Limitations as an FP&A Tool
CFOs cling to Excel because it remains the most familiar and flexible tool in finance, but growing complexity is exposing…
James Richard ·
AI for Finance6 min read
How to Choose the Best AI FP&A Software for Excel Users
AI FP&A software is transforming how Excel users plan, forecast, and analyze financial data, but not all tools are built…
James Richard ·
AI for Finance4 min read
Integrating AI Plugins with Excel: A Step-by-Step Guide
Integrating AI plugins with Excel allows Financial Planning and Analysis (FP&A) teams to automate analysis, improve forecasting accuracy, and build…
James Richard ·
Reporting & Automation5 min read
Python in Excel for FP&A
Python in Excel gives FP&A teams a powerful way to automate analysis, handle large datasets, and build advanced forecasts without…
James Richard ·
Budgeting & Forecasting6 min read
Excel Add-in Vs. FP&A Software: What’s Better?
What’s better: Excel Add-in or FP&A Software? When comparing these two platforms, the biggest difference comes down to how each…
James Richard ·
Reporting & Automation3 min read
5 KPIs Every FP&A Manager Should Track
For every finance leader, understanding and tracking the right Key Performance Indicators (KPI) is key to driving smarter decisions and…
James Richard ·
Reporting & Automation3 min read
Why your FP&A Team is Spending More Time Explaining the Numbers than Improving Them
If your Financial Planning and Analysis (FP&A) team spends more time explaining reports than driving performance improvements, you’re not alone….
James Richard ·
Reporting & Automation4 min read
Metrics for CFO Dashboards that Truly Matter
The most important metrics for a CFO dashboards include revenue growth, gross margin, EBITDA margin, cash flow, operating expense ratio,…
James Richard ·
Budgeting & Forecasting4 min read
How to Move from Spreadsheets to Smart Tools for Forecasting
Moving from spreadsheets to smart tools for forecasting is the key to faster, more accurate financial planning. Traditional spreadsheets limit…
James Richard ·
Budgeting & Forecasting4 min read
FP&A Vs Accounting: Practical Differences
The debate around FP&A vs accounting isn’t about which function is more important, but how they complement each other to…
James Richard ·