Budgeting & Forecasting4 min read
Leveraging Excel in Cash Flow Planning
Cash flow planning is of paramount importance to the financial well being of an organization. Your company can be profitable…
James Richard ·
All articles
115 articles in Budgeting & Forecasting
All topicsAI for FinanceReporting & AutomationBudgeting & ForecastingExcel & ModelingTools & Reviews
Budgeting & Forecasting6 min read
8 Ratios for Evaluating Your Company’s Financial Efficiency
Whether you’re an early-stage, growth-at-all-costs start-up or a more mature company, knowing how to properly convert dollars invested into revenue…
James Richard ·
Budgeting & Forecasting4 min read
The Four C’s of Financial Planning to Keep an Eye On
Financial planning would be a relatively simple procedure if the world was fairly predictable. You’re probably aware of the classic…
James Richard ·
Budgeting & Forecasting4 min read
The Ups and Downs of Zero Based-Budgeting
Zero-based budgeting (ZBB) is quickly gaining traction as organizations around the world seek innovative ways to operate more efficiently, enhance…
James Richard ·
Budgeting & Forecasting5 min read
The 5 Best FP&A Courses to Improve Your Finance Career
Financial Planning and Analysis (FP&A) demands a diverse skill set, including accounting and finance expertise, tech-savviness, and both strategic and…
James Richard ·
Budgeting & Forecasting9 min read
Best FP&A Software Solutions for Excel Users
The best FP&A software solutions for Excel users come in many shapes and sizes. There are simple Excel plug-ins, complex…
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 ·
Budgeting & Forecasting4 min read
10 Free Finance Guides from Top Creators
Financial planning and analysis (FP&A) is a crucial aspect of any business, whether it is a startup or a well-established…
James Richard ·
Budgeting & Forecasting3 min read
5 Important Financial Ratios For Assessing the Health of a Company
Financial ratios are important for assessing the health of a company – namely how a company generates revenue and profits…
James Richard ·
Budgeting & Forecasting4 min read
The Top 5 Cash Flow Forecasting Mistakes
In the world of business, money flows in and out constantly, and managing it can be a challenging task. This…
James Richard ·
Budgeting & Forecasting3 min read
Top 3 Excel-based Financial Planning Software for 2024
Check out our review of 3 companies that developed an Excel based financial planning (FP&A) software to allow companies to…
James Richard ·
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 ·