James Richard

FP&A software solutions come in many shapes and sizes. There are simple Excel plug-ins, complex and expensive software for large enterprises, and everything in between. Some companies upgrade their FP&A…

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Ad hoc reporting in Excel can look very different for different people. One of the benefits of using a spreadsheet…

Important note: This blog was not written by ChatGPT. The question of automation and new tools replacing jobs is nothing…

Dashboards are a critical part of FP&A, as they are the critical method in providing data visualization. However, not all…

Financial planning and analysis (FP&A) is a crucial aspect of any business, whether it is a startup or a well-established…

Financial ratios are important for assessing the health of a company – namely how a company generates revenue and profits…

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