How to Build and Maintain a Top-Performing FP&A Team
The FP&A Guy
by Ankita Ghosh
2d ago
In business, managing finances with precision is crucial for success. This is where the role of an effective financial planning and analysis (FP&A) team comes into play. As businesses face new challenges and the economy shifts, having a sharp, well-integrated FP&A team is more important than ever. In this article, Based on Richard Tame's insights, we will explore what makes an FP&A team exceptional and how these teams contribute to a company's strategic decisions and overall success. Richard Tame is the Chief Financial Officer at Coeus Institute and has extensive experience across ..read more
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How FP&A and Product Management Work Together for Market Success
The FP&A Guy
by Ankita Ghosh
1w ago
In today's fast-paced business world, the bridge between financial planning and product innovation is crucial. This connection, particularly between FP&A and Product Management, is essential for turning creative ideas into successful market realities. In this article, we will explore how shared vision, open communication, and a deep understanding of customer needs and product value drive success. We will dive into the importance of involving FP&A early in the product planning process to align on strategy and goals, enhancing product market fit and ensuring financial viability. By over ..read more
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Taming the Budget Beast: Navigating Chaos with Preparation and Planning
The FP&A Guy
by Paul Barnhurst
7M ago
Written by Abudl Khaliq. If you are not following him on LinkedIn check out his content Let’s face it: as much as the budget is critical in an organization's financial planning, it is an overwhelming and tiring process for everyone involved, especially the FP&A teams. Throughout my career as part of the accounting team supporting FP&A teams or as someone driving the FP&A teams to deliver accurate and timely budgets, I have noticed that each year, the budgeting season begins with lots of enthusiasm, energy, and a solemn oath to keep the revisions to a minimum ‘This year we will not ..read more
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Using Predictive Analytics To Improve Forecast Accuracy
The FP&A Guy
by Paul Barnhurst
9M ago
Special Guest blog by Mike Dion from F9Finance https://www.f9finance.com Are you looking for ways to improve your business forecasting? Predictive analytics is a powerful tool to help businesses make more accurate forecasts. By using data-driven insights, predictive analytics provides valuable information about future trends and patterns in the market. This helps companies better understand their customers’ needs and plan ahead for potential changes in demand. With predictive analytics, businesses can stay one step ahead of the competition by accurately predicting customer behavior and respon ..read more
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Private Equity Finance Reporting: The Investment Thesis
The FP&A Guy
by Paul Barnhurst
1y ago
Written by Kenneth Fick In my previous article Private Equity Finance Reporting (Actual, Proforma and Adjusted), I touched on the topics of investment thesis the investment mindset the operating model. In this piece, I will be focusing on the investment thesis what is the investment thesis why it is important if you work in Finance at a Private Equity (“PE”) owned company. “ An investment thesis is a reasoned argument for a particular investment strategy, backed up by research and analysis.” — Investopedia An investment thesis can be used for all investment(s) including public ..read more
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Private Equity Finance Reporting (Actual, Proforma and Adjusted)
The FP&A Guy
by Paul Barnhurst
1y ago
Written by Kenneth Fick There are approximately, 16,000 private equity (“PE”) backed companies in the US which does include venture-capital backed companies which number over 36,000. According to a report issued by E&Y in 2021, private-equity backed companies make up about 6.5% of US GDP. These businesses are owned by around 14,000 private equity, hedge funds & investment vehicles (“Private Investment Vehicles”). The above numbers are no doubt conservative for two reasons: 1.       most Private Investment Vehicles are not required to report their holdings ..read more
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Finance Controller KPIs that Every Professional Should Master [The Webinar + The Excel] (Copy)
The FP&A Guy
by Paul Barnhurst
1y ago
<link href= https://beebole.com/blog/finance-controller-kpis" /> Photo by Scott Graham on Unsplash This post was originally published on Beebole’s Blog: Finance Controller KPIS that Every Professional Should Master [The Webinar + The Excel]" Key Performance Indicators (KPIs) for finance controllers are some of the most important metrics one can measure to determine company performance. Choose wisely, and get insight into what really makes your business soar. Choose not so wisely, and you’ll likely feel confused and lost, weighed down by metrics overload. That’s precisely why I chose ..read more
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The 4 Key Pillars of FP&A Planning Tools
The FP&A Guy
by Paul Barnhurst
1y ago
FP&A planning tools have 4 key pillars: Data Management Budgeting/Financial Modeling Dashboards/Reporting Workflow/Collaboration In this blog post, we discuss the 4 pillars and what one should think about when looking to purchase a planning tool. Data Management The first key pillar of a planning tool is data management and how the tool manages your data. Finance has often lagged behind other departments in data management and integration. There are two main reasons for this: A heavy dependency on Excel as Excel is not an enterprise-scale data management tool A need to ..read more
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Why & How to Upskill your Data Analytics Skills
The FP&A Guy
by Paul Barnhurst
1y ago
  Post written by Paul Barnhurst and sponsored by Power ON Providing valuable insights from data that moves the business forward in achieving its strategic objectives is one of the most valuable skills any FP&A or Operational Planning (OP) professional can possess. “Without big data analytics, companies are blind and deaf, wandering out onto the web like deer on a freeway.” Geoffrey Moore, Author and Consultant “Information is the oil of the 21st century, and analytics is the combustion engine.” Peter Sondergaard, SVP & Global Head of Research, Gartner, Inc. “In G ..read more
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Variance Commentary
The FP&A Guy
by Paul Barnhurst
1y ago
If you are like me, you probably winced when you read that term. Variance commentary is something every FP&A professional does, and at times, it can be monotonous and challenging. Learning to provide actionable value-added commentary is necessary to succeed as an FP&A professional. It is not enough to just explain what happened we need to provide actionable insight to the business. Let's take an example and say for April 2022; we missed our revenue forecast by $0.5M A lazy commentary would be as follows: ➡️Account: 406010 Subscription Revenue was unfavorable by $0.45M ➡️ Account ..read more
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