Budgeting & Forecasting6 min read
Leveraging What-If Analysis in Excel
‘What if’ analysis uses built-in tools for budgeting and forecasting in Excel. Financial planning and forecasting tools help your company…
James Richard ·
Topic
Budgeting & Forecasting
FP&A fundamentals: budgets, rolling forecasts, variance analysis and scenario planning.
115 articles
Budgeting & Forecasting4 min read
Gaining a Competitive Edge by Mastering FP&A Storytelling
Storytelling is one of the oldest professions in the world. From parents passing down skills to their children, to written…
James Richard ·
Reporting & Automation5 min read
KPIs vs. Metrics: The Complete Guide
Measuring success and goal setting is one of the most pivotal elements of strategic planning. Key Performance Indicators (KPIs) allow…
James Richard ·
Budgeting & Forecasting4 min read
Scenario Analysis vs. Sensitivity Analysis: Which one is Better for your Organization?
Sensitivity analysis and scenario analysis are methods of assessing risk. Before making an investment or any big decisions, organizations look…
James Richard ·
Budgeting & Forecasting7 min read
Dear Excel, How can FP&A professionals make the most of their spreadsheets?
After (almost) 40 years, there is a reason why FP&A and accounting professionals continue to use Excel. It works. But…
James Richard ·
Budgeting & Forecasting5 min read
The Ultimate Guide to Trend Analysis
Professionals in the fields of finance, business, and economics utilize trend analysis to identify historical and current market patterns in…
James Richard ·
Budgeting & Forecasting6 min read
Creating Better Cash Flow Statements
Any given finance professional will be cognizant of the significance of the cash flow statement. However, not everyone is well…
James Richard ·
Budgeting & Forecasting4 min read
What is Seasonal Forecasting?
Budgeting and forecasting is traditionally done yearly. Even though more and more organizations are replacing traditional budgeting with newer trends…
James Richard ·
Budgeting & Forecasting6 min read
Enhancing Performance with Driver-Based Budgeting
Start by asking yourself the following questions Every company has its own set of internal and external forces, whether it’s…
James Richard ·
Budgeting & Forecasting4 min read
Addressing the 4 Most Common Data Integration Challenges
As the volume of data available to large organizations continues to increase, data integration challenges are becoming more difficult. Business…
James Richard ·
Reporting & Automation3 min read
Study: Dysfunctional FP&A Reporting Processes Costs US Companies $7.8 Billion
In a recent study conducted by the University of Baltimore Business School and FP&A software enterprise Datarails, it was discovered…
James Richard ·
Budgeting & Forecasting6 min read
The Top Women in Finance and CFO Positions
Every year, Women’s History Month takes place in March in the U.S., U.K., and Australia. Across the globe, it’s a…
James Richard ·