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Best Practices for Adopting and Managing Rolling Forecasts

As businesses get ready for their first quarterly board review of the new year, the CFO may be wondering “How can we be so far off of our budget numbers already?” Even if your company is still holding close to the numbers approved just months ago, every office of finance knows that soon they will […]

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What’s My Role? How Technology is Changing the Office of Finance

The roles in the office of finance have been fairly well defined for many years. Traditionally thought of as number-crunchers, the finance team was expected to do little more than keep tabs on cash flow and shepherd the budget. Today, as companies continue to adopt and evolve their use of technology, the roles of CFOs, […]

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Can You Easily Perform Multiple Budget Iterations?

Learn to take advantage of your FP&A software’s capabilities to generate multiple budget iterations. I am surprised to hear that many people who use the world’s most popular business software application, MS-Excel, are not aware of the existence of a useful function called “Solver”, found in the Analysis group in the Data tab after the […]

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Know Where You Really Stand with Cash Flow Forecasting Software

Cash flow management is one of the most important functions of your finance team, and, by extension, your senior leadership team. From small businesses to international enterprises, understanding the rhythm of cash-in to expenses and debt is crucial to business operations. Poor cash management goes beyond disappointing your board of directors. It can ultimately lead […]

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Mastering Financial Dashboards: The Key to Collaboration

Budget managers and CFOs are becoming increasingly involved in the strategy and planning side of the business. While this is a change from the past, no doubt it’s a step in the right direction. CFOs and budget managers have always had plenty of insights and data to offer the rest of the management team, yet have often been […]

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The Importance of the HR-Finance Partnership in Workforce Planning

Human resources and finance teams are frequently at odds. While both agree that employees are a company’s greatest competitive advantage, they seem to lack a common language to discuss HR needs. Finance speaks in numbers and the language of the business. HR speaks in terms related to job satisfaction, skills, and company culture. There is […]

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What Senior Management Needs to Know about FP&A Software

Should senior management be directly involved in the selection and implementation of FP&A software solutions? In working with a few larger companies, all manufacturers, I got to know several of their finance department managers and have had numerous discussions with them on top priorities in finance, new technologies, and how to deliver better results to […]

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How Technology Unlocks the Valuable Resources Inside the Office of Finance

Accountants and finance staff dedicate a lot of time and effort to learn their vocation. Today’s businesses need that expertise to stay competitive and they look to the CFO and the office of finance to help the organization reach its goals. Yet, many finance team members are left executing manual tasks as a large part […]

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Financial Statements: Budget vs. Actual

Financial planning is an important piece of sustaining and growing your business. The office of finance, business owners, and department heads spend an immense amount of time creating, reviewing and approving the business’s budget for the fiscal year. Of course, financial management doesn’t stop there. Financial statements provide the business a point in time reflection […]

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