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 ·
Topic
Budgeting & Forecasting
FP&A fundamentals: budgets, rolling forecasts, variance analysis and scenario planning.
115 articles
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 ·
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 ·
Budgeting & Forecasting4 min read
Difference Between Bookings, Billing, and Revenue
If you’re in SaaS or any subscription-based business, terms like bookings, billing, and revenue might seem interchangeable at first glance….
James Richard ·
Budgeting & Forecasting4 min read
What is the Budget Burn Rate?
Most people believe that overspending is a no-go. It causes financial strain, derails campaigns, and creates unnecessary stress. But did…
James Richard ·
Budgeting & Forecasting6 min read
Guide to Integrated Business Planning
Integrated Business Planning (IBP) might sound like another corporate buzzword, but it’s actually a practical approach to align your business…
James Richard ·
Budgeting & Forecasting3 min read
Year-End Incentives for Finance Professionals Expected to Increase
As 2024 wraps up, there’s an exciting buzz in the financial services sector: year-end incentives are expected to rise significantly,…
James Richard ·
Budgeting & Forecasting5 min read
Contribution Margin Income Statements
If you’re serious about truly understanding your business’s profitability, it’s time to get familiar with the contribution margin income statement….
James Richard ·
Budgeting & Forecasting3 min read
CapEx vs. OpEx: What’s the Difference?
Capital Expenditure (CapEx) and Operating Expenditure (OpEx) are components of financial planning and it’s important to understand their difference. Both…
James Richard ·
Budgeting & Forecasting6 min read
What is Sales and Operations Planning (S&OP)?
Sales and Operations Planning (S&OP) is a comprehensive process that aligns an organization’s demand, supply, and financial planning. This integrated…
James Richard ·