The Question that Keeps CFOs Awake at Night

Night terrors can strike CFOs no matter how big their company is. For many finance professionals, judgment day comes down to company value. So how can you drive value and revenue when it’s a challenge just to keep your business afloat? The answer: With advanced revenue analytics. You need real-time analytics now.Protecting your...

5 Ways To Gamechange FP&A’s Impact in 2022

Can you see the invisible financial KPIs that can grow or kill your company?  Financial planning and analysis (FP&A) is the only function capable of getting a comprehensive view across all departments. FP&A's job is extremely time-consuming because of departmental silos, and different KPIs.  FP&A needs to work smarter and...

How FP&A Can Rescue Their CEOs

Predicting the future is always difficult, but now with markets and supply chains gyrating so quickly, it is nearly impossible. So Financial Planning & Analysis folks do what they’ve always done. They come to the rescue. A CEO isn’t asking for perfect predictions, just general directions about the landscape. FP&A...

How Deloitte Sees The Future of Forecasting

As a former CFO and analyst at PwC, I’ve learned to respect what Deloitte says about a topic, especially when that topic is near and dear to me like financial forecasting.Check out Deloitte’s analysis about financial planning and forecasting in today’s environment. Although it’s short, a few things jumped out...

8 Revenue Forecasting Lessons, According to Loki

Should you hire the God of Mischief as your next CFO? As a CFO, I’ve found eight honest-to-goodness financial forecasting insights reflected in Marvel Studios’ Loki, a six-episode series currently streaming on Disney+.  What does Loki have to do with the reasons we built an integrated system for CFOs like...

Sales Forecasting for the Financial Services Industry

Account planning is something all sales executives in the financial services industry dread. Forecasting a revenue outlook for your portfolio of clients, whether it’s a large multinational corporation or an individual person, can be a challenging process.  A robust account plan will help a sales team fully understand the upcoming...