Reporting & Automation6 min read
Variance Analysis: Top 4 Best Practices to Report in Excel
Your most recent budgets have substantially high variances—well over 10%. Your management team will be concerned as to why, and…
James Richard ·
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48 articles in Reporting & Automation
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Reporting & Automation5 min read
The Guide to Creating a Variance Analysis Report in Excel
What is Variance Analysis? Variance analysis is a financial analysis technique used to compare actual financial performance to planned or…
James Richard ·
Reporting & Automation4 min read
Key takeaways from Microsoft’s Finance Team: Excel, Automation, and Efficiency
There are a lot of positive things to learn from tech giant Microsoft. After all, you have to be doing…
James Richard ·
Reporting & Automation3 min read
How to Connect the Numbers to Non-Financial Executives
Financial reporting is only as effective as the audience’s understanding of what is being presented, how it affects them, and…
James Richard ·
Reporting & Automation5 min read
How to Create an Efficient Board Reporting Package
A board report package, also known as a board pack, is a collection of corporate updates, metrics, KPIs, and financial…
James Richard ·
Reporting & Automation4 min read
How to Accelerate the Month-End Close Process
Speeding up the headache that is the month-end close is a finance team’s dream. Fewer days spent in consolidation, forecasting,…
James Richard ·
Reporting & Automation5 min read
Guide Your Company Into Corporate Governance Excellence
CFOs play a critical role in advising the board of directors on corporate governance. When analyzing the company’s finances, the…
James Richard ·
Reporting & Automation5 min read
KPIs vs. Metrics: The Complete Guide
Measuring success and goal setting is one of the most pivotal elements of strategic planning. Key Performance Indicators (KPIs) allow…
James Richard ·
Reporting & Automation4 min read
Tech Skilled Candidates Can Help Solve the Finance Job Shortage
For close to 2 years, the talent shortage has been haunting companies of all kinds. A 2022 ManpowerGroup survey found…
James Richard ·
Reporting & Automation3 min read
Study: Dysfunctional FP&A Reporting Processes Costs US Companies $7.8 Billion
In a recent study conducted by the University of Baltimore Business School and FP&A software enterprise Datarails, it was discovered…
James Richard ·
Reporting & Automation6 min read
Utilizing Spreadsheet Automation
One of the most advantageous aspects of Microsoft Excel a finance professional can learn is how to automate different tasks….
James Richard ·
Reporting & Automation2 min read
Time is Money: Automate your VLOOKUP Formulas
For all of us excel lovers out there, we all know that Vlookup formulas are definitely one of the most…
James Richard ·