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James Richard

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 something right to be the 4th most...

James Richard

Upgrade Your Financial Processes: Say Goodbye to Waterfall Chasing in Excel

Finance executives devote too much time to chasing waterfalls. Whether you're creating a simple financial waterfall chart to illustrate...

James Richard

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 using business...

James Richard

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 new. During the...

James Richard

The Benefits of Continuous Planning: Is it Time to Make the Switch?

Effective financial planning and analysis (FP&A) plays a vital role in supporting the financial well-being of a company. This business...

James Richard

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 based software is that...

James Richard

Best FP&A Software Solutions for Excel Users

FP&A software solutions come in many shapes and sizes. There are simple Excel plug-ins, complex and expensive software for large...