Budgeting & Forecasting3 min read
How to Develop Budgeting Skills?
One of the key financial skills managers need is budgeting. Budgeting is about planning for how much money you’ll make…
James Richard ·
Topic
Budgeting & Forecasting
FP&A fundamentals: budgets, rolling forecasts, variance analysis and scenario planning.
115 articles
Budgeting & Forecasting4 min read
How to Calculate the ROI?
The Return on Investment (ROI) is a way to measure how much money you make from an investment. It helps…
James Richard ·
Budgeting & Forecasting5 min read
Key Terms for Building Financial Fluency Skills
Even if you’re not into finance, finance matters can still hit you hard. Many people feel like finance isn’t something…
James Richard ·
Budgeting & Forecasting3 min read
How to Understand the Cashflow Statement
A cash flow statement is among the most important financial statements of a business, it offers a comprehensive overview of…
James Richard ·
Budgeting & Forecasting4 min read
Analyzing the Income Statement
An income statement, or profit and loss (P&L) statement, gives an overview of how much money a business made or…
James Richard ·
Budgeting & Forecasting3 min read
Mastering Financial Statement Analysis by Decoding the Balance Sheet
Financial statements provide insight into a company’s well-being, often hard to assess through other methods. Although accountants and finance experts…
James Richard ·
Budgeting & Forecasting6 min read
Business vs. Personal Bank Accounts
If you own a business, it’s important to have a separate bank account just for your business. This helps you…
James Richard ·
Budgeting & Forecasting5 min read
What is a Receipt?
Keeping track of your business sales is crucial. That’s why receipts are important because they prove that you’ve traded goods…
James Richard ·
Reporting & Automation5 min read
Complete Month-End Close Checklist
What makes the month-end close so tricky? Well, unfinished financial documents and an uncoordinated FP&A team can cause big problems…
James Richard ·
Budgeting & Forecasting5 min read
What is Vertical Analysis?
Vertical analysis, an accounting technique, facilitates the proportional examination of various documents, such as financial statements. When doing vertical analysis,…
James Richard ·
Budgeting & Forecasting7 min read
Discounted Cash Flow Model in Excel
The Discounted Cash Flow (DCF) model in Excel is like a calculator. It helps figure out how much a company…
James Richard ·
Budgeting & Forecasting5 min read
What is a Chart of Accounts?
Successful accounting methods require a diverse set of skills, especially financial insight, which is crucial for smaller organizations with limited…
James Richard ·