AI for Finance3 min read
Using AI In Variance Analysis
AI in variance analysis automates reconciliations, cleans data, and flags anomalies in real time, transforming the process into a proactive…
James Richard ·
Topic
Budgeting & Forecasting
FP&A fundamentals: budgets, rolling forecasts, variance analysis and scenario planning.
115 articles
Budgeting & Forecasting8 min read
What is COGS?
Cost of Goods Sold (COGS) refers to the direct expenses a business faces when producing or purchasing the items it…
James Richard ·
AI for Finance6 min read
How GenAI is Exposing New Opportunities and Risks for CFOs
Generative AI (GenAI) is reshaping the CFO role by unlocking new levels of forecasting precision, automation, and real-time decision support….
James Richard ·
Budgeting & Forecasting4 min read
Financial Agility is the Key to FP&A and Real Estate
Financial agility enables businesses to quickly adapt to market changes, make informed decisions, and seize opportunities. In real estate, where…
James Richard ·
Budgeting & Forecasting5 min read
3 Reasons Why the CFO’s Role is Not Changing
There’s been growing conversation around how the CFO role is evolving. In fact, some even claim it’s being completely redefined….
James Richard ·
Budgeting & Forecasting5 min read
Capital Allocation: How to Maximize Financial Returns
Maximizing financial returns through capital allocation starts with a clear strategy. Businesses should align investments with long-term goals, prioritize high-impact…
James Richard ·
Budgeting & Forecasting6 min read
What is Sales Performance Management?
Sales Performance Management (SPM) is a comprehensive framework that aligns sales strategies, activities, and incentives with organizational revenue goals. But…
James Richard ·
Budgeting & Forecasting4 min read
The CFO’s Role in Cybersecurity
The CFO role in cybersecurity has become increasingly vital as financial risks from cyberattacks grow. Cybersecurity is a business-critical risk…
James Richard ·
Budgeting & Forecasting7 min read
From CFO to CEO: 5 High Profile Cases and Why It’s Becoming More Common
More companies around the globe are turning to their Chief Financial Officers (CFOs) when selecting their next Chief Executive Officer…
James Richard ·
Budgeting & Forecasting6 min read
Top Working Capital Metrics to Monitor
Working capital might sound like just another finance term, but don’t tune out just yet. If your business shows profit,…
James Richard ·
Budgeting & Forecasting6 min read
Short-Term vs Long-Term Cash Flow Forecasting
Cash flow can make or break a business—but here’s the thing most people overlook. It’s not just about tracking the…
James Richard ·
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 ·