Budgeting & Forecasting5 min read
What is Financial Modeling?
Financial modeling uses data, formulas, and assumptions to forecast a company’s financial performance and guide decision-making. Numbers tell a story,…
James Richard ·
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211 articles
All topicsAI for FinanceReporting & AutomationBudgeting & ForecastingExcel & ModelingTools & Reviews
Budgeting & Forecasting2 min read
How to Find Variance in Excel?
Calculating variance is important for understanding the dispersion of data points around the mean, providing insights into data consistency and…
James Richard ·
Reporting & Automation6 min read
5 Reasons the Month End Close Takes Too Long
The month-end close process is critical for finance teams, yet it often becomes a source of stress and inefficiency. However,…
James Richard ·
Excel & Modeling5 min read
How to Create a Data Model in Excel
Manually linking tables and managing relationships in Excel is time-consuming and frustrating. If you’re constantly copying and pasting data or…
James Richard ·
Reporting & Automation5 min read
What is the Month End Close Process?
The month end close process is when companies check, adjust, and finalize their financial records for the month, officially wrapping…
James Richard ·
Budgeting & Forecasting5 min read
Vertical Analysis in the Balance Sheet
Vertical analysis is a simple way to break down financial statements by expressing each line item as a percentage of…
James Richard ·
Budgeting & Forecasting4 min read
Accounts Receivable Turnover Ratio Explained
The ability to efficiently manage accounts receivable is a critical component of financial health for any business. The Accounts Receivable…
James Richard ·
Budgeting & Forecasting5 min read
The Complete Guide to Headcount Planning
Headcount planning isn’t a waste of time! Some say headcount planning is just another corporate buzzword—an unnecessary process that slows…
James Richard ·
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 ·
AI for Finance5 min read
What is AI in Finance?
The global AI industry is set to grow at a compound annual growth rate (CAGR) of 36.6% from 2024 to…
James Richard ·
Budgeting & Forecasting6 min read
Target Operating Model for Budgeting
You’re gearing up for an exciting road trip, but you wouldn’t just hop in the car and drive aimlessly, right?…
James Richard ·
AI for Finance3 min read
AI Tools for Excel
As highlighted by Statista, adopting AI Tools in Excel can significantly enhance productivity, deliver deeper insights, and improve the accuracy…
James Richard ·