CEO
FP&A – Managing by Metrics
There is a place to use data to make decisions. But make sure that you are keeping the entire picture in mind and not propping up a pretty vanity metric that isn’t doing what you intended for it to do, or worse, hurting the company.
financial planning
5 challenges for nonprofit FP&A — and how to solve them
As businesses, nonprofits have a unique set of needs and challenges. Nowhere is that more apparent than in financial planning. Budgeting and financial forecasting are two of the most important business activities for nonprofit FP&A. Many nonprofits deal with issues in managing and planning their...
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financial reports
When consolidating multiple P&Ls breaks your spreadsheets
The automation of previously manual tasks — like rolling up several P&Ls every month — empowers Finance to focus on strategic analysis and decision-making rather than wrestling with data consolidation
financial forecasting
3 tips to improve your cash flow forecast
Adopting some of these tips can help you better manage your forecasting and improve your overall FP&A process, giving you more accurate data in the long run
financial forecasting
What is reforecasting?
If you’re regularly looking at budget vs actuals reporting and you notice a significant deviation in revenue or spend, it’s time to review your initial forecasts
