XP&A – EXTENDING FP&A BEYOND THE BOUNDARIES OF FINANCE

Financial Planning and Analysis (FP&A) is an essential financial activity in companies of all sizes. FP&A provides finance teams with a structured approach to budgeting, forecasting, scenario modeling, and management reporting. These activities are…

Read more »

THE POWER OF ZERO-BASED PLANNING IN A PANDEMIC

The coronavirus pandemic has created a period of extreme economic uncertainty. The truth is no one knows what economic conditions will be one month from today, let alone 6 to…

Read more »

A MATCH MADE IN HEAVEN – FP&A AND RPA

The mission of the Financial Planning and Analysis function (FP&A) is providing insight into a company’s future financial performance. One of the keys to success for FP&A is building strong,…

Read more »

I ALREADY HAVE AN ACCOUNTING TEAM. WHY DO I NEED FINANCIAL PLANNING & ANALYSIS (FP&A)?

One of the top priorities of a growing company is to build a finance team that can scale with its business. Given the critical importance of accurately recording and reporting…

Read more »

IS THE ANNUAL BUDGET A COLOSSAL WASTE OF TIME?

In today’s world, it’s rare to find a topic that generates agreement across a broad cross-section of people, but it’s a reasonably safe bet that most finance and non-finance people…

Read more »

TELLING A COMPELLING FINANCIAL STORY

Financial presentations are common to every business. Whether the audience is the board, investors, lenders or bankers, the ability to tell a credible and compelling financial story is critically important….

Read more »

STANDING AT THE CROSSROADS: HAS YOUR BUDGETING/PLANNING PROCESS OUTGROWN EXCEL?

It’s a safe bet that most businesses start out using Microsoft Excel to prepare budgets and forecasts.  Most likely they continue to do so as their business grows.   And why…

Read more »