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On February 4, 2018

Data-Driven Workforce Planning: A Win-Win for Finance and HR

More and more, FP&A teams are being asked how they can add value beyond traditional financial reporting and basic planning. In the not-so-distant past, a good answer was often hard to come by. Yet today, FP&A has more opportunities than ever to go beyond the core financials to evaluate and forecast for other key aspects...
  • By Lilly  0 Comments   
On February 4, 2018

Three Ways Your Spreadsheets Are Slowing You Down

Make no mistake: Decades-old spreadsheets are not built to handle the complexities of modern, fast-paced businesses. They’re great personal productivity tools, but can present major accuracy issues when shared across multiple users and locations. So for all of you spreadsheet jockeys out there, here are three ways that Excel-based processes could be slowing you down,...
  • By Lilly  0 Comments   
On January 4, 2018

How Rolling Forecasts Can Get You Out of an FP&A Rut

When it comes to FP&A forecasting, most companies base their long-range forecasts on static planning processes, rather than more relevant, dynamic plans that reflect the complexities of the business. Relying on a forecast that doesn’t enable continuous monitoring of company performance, instead of implementing a modern, rolling forecast approach, is like using an old-school road...
  • By Lilly  0 Comments   
On December 4, 2017

5 Traits of Enlightened Finance Leaders

  In Samuel Coleridge’s famous poem, Rime of the Ancient Mariner, a man adrift at sea looks out on the water and cries in frustration, “Water, water everywhere and not a drop to drink.” This feeling is one that modern day CFOs can certainly identify with, except an updated version might read, “Data, data everywhere,...
  • By Lilly  0 Comments   
On November 4, 2017

Good to Great: The Traits of Top-Performing CFOs

Finance executive roles are becoming increasingly important to the enterprise. In a 2015 survey of global CEOs by KPMG, 63% of CEOs said the CFO’s role will increase in significance over the next three years. The bad news? Thirty percent of those CEOs say their CFOs don’t understand or assist them enough with the challenges...
  • By Lilly  0 Comments   
On October 4, 2017

Curing Accounting’s Biggest Reporting Headaches

There are a lot of stereotypes and misconceptions about the accounting profession (we’re not introverted math nerds!), but one common belief is true: The pace of change in the accounting profession is accelerating. In order to stay relevant, it is not only important to remain current with new accounting pronouncements, but also to focus on...
  • By Lilly  0 Comments   
On September 4, 2017

5 Ways to Develop a More Collaborative Finance Team

Remember “Who Moved My Cheese?” the classic business book that used some mice to exemplify the challenges and opportunities presented by change in the workplace? Well, when it comes to FP&A in recent years, the cheese has not only moved. You could make a sound argument that it’s been eaten as well. Put another way,...
  • By Lilly  0 Comments   
On August 23, 2017

How to Break Through Barriers to Fast-Track Your Budget

If you think your forecast process could be more efficient, you’re not alone: The Adaptive Insights Q1 2017 global CFO survey found that finance leaders would like to see their teams spend less time on report preparation and data collection (36%) and more time on forecasting and scenario analysis (40%). In a recent webinar, we...
  • By Lilly  0 Comments   
On July 16, 2017

6 Questions a Strategic CFO Knows to Ask

Today’s CEOs expect their finance chiefs to be strategic partners and growth champions. Over the past decade, CFO responsibilities have widened to include managing the company’s business model and overseeing the effective allocation of capital. At the same time, though, nearly half of CFOs surveyed in the Adaptive Insights CFO Indicator Q2 2016 report said...
  • By Lilly  0 Comments   
On June 2, 2017

How to Improve Collaboration Between FP&A & Operations

Many companies suffer from poor communication and collaboration between financial and nonfinancial managers. Operating managers don’t have sufficient input or buy-in to the financial planning process, and they aren’t educated about how their decisions can influence overall profitability. For its part, finance isn’t able to offer real performance insights that might truly help managers improve...
  • By Lilly  0 Comments