Reporting & Automation3 min read
5 Characteristics of an Effective KPI
“You can’t improve what you don’t measure.” – Peter Drucker This quote highlights why Key Performance Indicators (KPI) help measure…
James Richard ·
All articles
48 articles in Reporting & Automation
All topicsAI for FinanceReporting & AutomationBudgeting & ForecastingExcel & ModelingTools & Reviews
Reporting & Automation10 min read
Step by Step Year- End Close Guide
The year-end close can feel overwhelming for finance and accounting teams. It’s that time when accuracy, deadlines, and a hefty…
James Richard ·
Reporting & Automation3 min read
10 Step Month- End Close Checklist
Managing your company’s finances can sometimes feel like juggling multiple balls simultaneously. One of the most important tasks in this…
James Richard ·
Reporting & Automation6 min read
Power BI Dashboards for Finance
Data is at the center of how companies make strategic decisions today. Yet, finance teams often find themselves on the…
James Richard ·
Reporting & Automation4 min read
How to Quickly Review an Annual Report?
Each year, public companies must release an annual report according to the law. This report explains what the company does…
James Richard ·
Reporting & Automation5 min read
Simple Tasks You Can Automate with Excel
The importance of learning how to automate with Excel has increased over time due to the rise in workload. These…
James Richard ·
Reporting & Automation7 min read
10 Essential KPIs for CFOs to Monitor in 2024
Why are KPIs Essential for CFOs? Key Performance Indicators (KPIs) are used to monitor different aspects of business performance. For…
James Richard ·
Reporting & Automation5 min read
Complete Month-End Close Checklist
What makes the month-end close so tricky? Well, unfinished financial documents and an uncoordinated FP&A team can cause big problems…
James Richard ·
Reporting & Automation5 min read
How to Create Ad Hoc Reports in Excel
Ad hoc reporting in Excel can look very different for different people. One of the benefits of using a spreadsheet…
James Richard ·
AI for Finance4 min read
Will ChatGPT Replace Jobs? This Might Sound Familiar
Important note: This blog was not written by ChatGPT. The question of automation and new tools replacing jobs is nothing…
James Richard ·
Reporting & Automation5 min read
Effective Dashboard Practices as an Excel User in 2023
Dashboards are a critical part of FP&A, as they are the critical method in providing data visualization. However, not all…
James Richard ·
Reporting & Automation4 min read
Financial Reporting with Excel Done Right
Financial reporting is a standard accounting practice that uses financial statements to disclose a company’s financial information and performance over…
James Richard ·