Financial Planning and Analysis

Dynamic Financial Planning for Real Events, Not the Calendar
Financial Planning and Analysis

Dynamic Financial Planning for Real Events, Not the Calendar

Companies could benefit by replacing a fixed annual exercise with a flexible approach that responds to changing conditions.
By Michael Heric, Steve Beam, and Anup Juneja | July 11, 2022
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Producing Management Reports Faster: Metric of the Month
Management Accounting

Producing Management Reports Faster: Metric of the Month

Roll up your sleeves and get elbow to elbow with your finance team for a faster cycle time.
By Perry D. Wiggins, CPA | January 4, 2021
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Good Controller/Bad Controller
Staffing

Good Controller/Bad Controller

The “goldilocks” controller has the right mix of skills and interests for your current challenges with the ability to scale the company.
By Adam Spiegel and Jeff Epstein | March 18, 2020
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The CFO’s Response to Coronavirus Uncertainty
Supply Chain

The CFO’s Response to Coronavirus Uncertainty

Learning the levers now will mean they can be deployed more quickly, more effectively, and more successfully later.
By Vincent Ryan | March 6, 2020
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The Management Accountant, a Top Digital Transformation Pro
Management Accounting

The Management Accountant, a Top Digital Transformation Pro

At a time when so many different factors can impact a company's finances, management accountants must be integral to the senior decision-making process.
By Vincent Ryan | January 28, 2020
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Break the Bad Habit of Overreacting to Metrics
Strategy

Break the Bad Habit of Overreacting to Metrics

Quarter-to-quarter fluctuations may be no reason to pull out your hair, and other tips for evaluating metrics.
By David McCann | January 6, 2020
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The 12 Key Principles of Financial Planning and Analysis
Management Accounting

The 12 Key Principles of Financial Planning and Analysis

The Institute of Management Accountants offers principles for building an FP&A foundation, establishing accountability, and more.
By David McCann | July 22, 2019
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Lease Accounting Post-Adoption
Growth Companies

Lease Accounting Post-Adoption

Many companies used brute force to meet the initial lease accounting deadlines. To comply long term, they will need processes, policies, and controls.
By Vincent Ryan | July 3, 2019
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Metric of the Month: Percentage of Approved Capital Projects Considered Within or On Budget
IT Management

Metric of the Month: Percentage of Approved Capital Projects Considered Within or On Budget

The visible and hidden costs of over-budget capital projects can cause issues for organizations, but agile approaches can help.
By Perry D. Wiggins, CPA | April 1, 2019
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Middle Managers’ Poor Decisions Slash Profits
Strategy

Middle Managers’ Poor Decisions Slash Profits

Having finance team members support business unit stakeholders drains EBITDA, says Gartner; instead, align them with specific types of decisions to be made.
By David McCann | December 21, 2018
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Usage of Variance Analysis Is, Well, Variable
Planning

Usage of Variance Analysis Is, Well, Variable

While it's not debatable that variance analysis is an important FP&A tool, companies differ in how they apply it.
By Thomas E. Conine Jr. and Michael B. McDonald IV | April 23, 2018
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The Growing Importance of Forecasting
Strategy

The Growing Importance of Forecasting

Few CFOs take the time to forecast their balance sheets, preferring to rely on their P&Ls to monitor their cash levels.
By Chris Howard | February 8, 2018
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Microsoft, IBM Tighten Finance Via Tech
Technology

Microsoft, IBM Tighten Finance Via Tech

Senior finance executives detail machine learning and blockchain efforts aimed at making revenue forecasting and cross-border financing more efficient.
By David Katz | November 16, 2017
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FP&A Technology Explained
Strategy

FP&A Technology Explained

Technology is eliminating grunt work and boosting the value of financial planning and analysis.
By Keith Button | November 7, 2017
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When Projects Have a Zero or Negative NPV
Risk

When Projects Have a Zero or Negative NPV

Conducting financial analysis on zero and negative NPV investments is as important as doing it on positive NPV investments.
By Gregory V. Milano | August 8, 2017
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