In the fast-paced world of business, the role of FP&A is crucial for steering companies toward success. Today, technology is rapidly changing how these professionals work, making their roles more strategic and integrated within their organizations. This transition is vividly illustrated through the career of Trevor Anthony, the Chief of Staff at FranConnect. Known for his expertise in managing financial operations, reducing expenses, and boosting profits, Trevor has evolved from traditional FP&A roles to become a strategic advisor to top executives and board members in the software an ..read more

In today's changing financial landscape, FP&A is evolving rapidly. Technology and market shifts are driving this change, reshaping how professionals in this field operate. Amidst this evolution, there's a notable trend: entrepreneurship in FP&A. This idea goes beyond the traditional role, blending financial know-how with innovative business practices. Christian Wattig embodies this entrepreneurial spirit. He's the program director for the FP&A Certificate Program at Wharton Online and founded FP&A Prep. With a background in finance and strategy, he brings valuable insights fro ..read more

The journey from being an FP&A professional to fractional CFO is becoming a sought-after career path in today's fast-paced business world. This transition taps into a growing need for flexible and strategic financial leadership in companies of all sizes. As businesses face new challenges and opportunities, the role of a CFO evolves, demanding not just financial acumen but also strategic foresight and adaptability. Tom Schultz, founder and CFO of NextGen CFO and author of "So You Want To Be A Fractional CFO," brings valuable insights into this shift. His expertise highlights how FP&A p ..read more

Financial planning and analysis (FP&A) has always been crucial in shaping business strategies and managing company finances. As technology advances and businesses face new challenges, the role of FP&A is becoming even more significant. It's no longer just about crunching numbers; it's about providing strategic insight that can drive a company forward Jon Laudie, CFO at Zerorez, is a prime example of someone who has made this transition from FP&A to CFO, proving that this journey is both challenging and transformative. In this article, we dive into Jon's insights and experiences to ..read more

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

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

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

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

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

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