Financial Reporting FP&A Topics

The Finance Fix

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How to calculate gross profit: A guide for finance leaders

Find out how to calculate your gross profit and start analyzing how well you’re controlling production costs.

Return on equity: Formula, calculation, and use cases

Find out the return on equity formula, how and when to use it, and how ROE compares to other financial performance measures.

Gross profit: Definition and gross profit equation

Find out the gross profit equation, how to calculate it, and how to use your gross profit margin to measure your company’s financial health.

Automated financial reporting: What FP&A leaders need to know in 2025

Discover how automated financial reporting empowers FP&A leaders with efficiency, accuracy, and valuable insights for better decisions.

Decoding financial trends: a deep dive into vertical and horizontal analysis for FP&A

Discover how to use vertical analysis and horizontal analysis to up your finance game and boost your business performance.

Cost volume profit analysis (CVP): Everything you need to know

Explore our comprehensive guide on Cost Volume Profit (CVP) Analysis for FP&A leaders, offering insights into advanced applications, strategic decision-making, and best practices.

Boost the accuracy of investment analysis with the XIRR formula

Discover how to enhance your investment analysis and financial planning accuracy with the XIRR formula.

Navigating financial changes: the role of flux analysis for SMBs

Uncover valuable insights to empower your SMB, adapt to shifts, and make informed decisions using flux analysis.

Spotting trends: the power of horizontal analysis in finance

Gain a comprehensive understanding of horizontal analysis, an analytical method used to compare statements based on historical data over a period of time.

Vertical analysis: a deep dive into financial statement evaluation

Elevate your financial insights with Vertical Analysis. Our guide explores effective evaluation methods for a sharper understanding of statements.

Effective cash flow analysis: top 7 tips for financial growth

Take control of your financial growth with our expert cash flow analysis tips to improve your cash flow and fuel sustainable financial prosperity.

The Finance Fix

Need your finance & FP&A fix? Sign up for our bi-weekly newsletter from former serial CFO turned CEO of Cube, Christina Ross.

Mid-year financial performance review: assessing financial health and course correction

Discover the ins and outs of the mid-year financial performance review.

The benefits of automated compliance management systems in FP&A

Compliance management can be time-consuming and prone to error. The solution? An automation compliance management system. Here's why to invest in one.

What is data integrity? How to achieve accuracy in FP&A reporting

Learn how you to foster data integrity in your FP&A reporting and set your business up for success.

Everything an FP&A leader should have on their finance dashboard

Streamline your finance reporting with finance dashboard examples that go beyond historical context to give you real-time insights that matter.

Navigating multi-currency account reporting: a guide for FP&A managers

A multi-currency account allows you to send, hold and receive various currencies in one place. Unfortunately, they complicate your financial reporting.

How to prepare financial statements: a quick guide for FP&A teams

How to prepare financial statements: 1) How to prepare an income statement 2) How to prepare a balance sheet 3) How to prepare a cash flow statement

Compliance reporting: everything you need to know

Navigate regulatory frameworks and leverage FP&A expertise for seamless compliance reporting, driving strategic financial decision-making.

Designing & presenting effective financial reporting dashboards

Financial reporting dashboards are essential for every FP&A team and CFO. What should you have on them? Find out in this quick guide (with examples).

The 4 financial statements CFOs need to know [2026]

Learn the four essential financial statements every CFO must master in 2026 to assess performance, manage risk, communicate results, and guide strategic decisions.

The 10 best ad hoc reporting software for busy FP&A teams (in 2026)

Discover the best ad hoc reporting software of 2026 to support real-time analysis, flexible reporting, and faster financial insights.

Ad hoc reporting: create custom ad hoc reports for business needs

Ad hoc reporting is a customizable, easy-to-use reporting method that helps the FP&A team promote transparency + provide better information to leadership.

The Finance Fix

Need your finance & FP&A fix? Sign up for our bi-weekly newsletter from former serial CFO turned CEO of Cube, Christina Ross.

Reporting unearned revenue: what you need to know

Unearned revenue on the balance sheet represents a debt owed to the customer. But how do you report on it? We'll cover that (and more) in this blog post.

What's a P&L budget?

The P&L budget summarizes expected income and expenses (profit and loss) over a financial period. When created as a forecast, its a pro forma P&L budget.

Budget variance analysis: did you stick to your budget?

Budget variance analysis is when you check your actuals against budgeted values for the same period. But there's a little more to it than that.

CapEx formula: how to calculate capital expenditures

Quick refresher on the capex formula. Learn how to accurately calculate capital expenditures, what qualifies as CapEx and understand their business impact.

CapEx vs. OpEx: What's the difference?

CapEx (capital expenditures) and OpEx (operational expenditures) can be confused. Learn the difference between CapEx and OpEx.

Statement of retained earnings: reporting on your rainy day fund

The statement of retained earnings is a financial reporting statement that lists the amount of cash a business has retained from its net income.

Profitability analysis: slicing the pie

Profitability analysis is the use of various financial ratios (or profitability ratios) to determine how (and how skilled at) a company makes its money.

Contribution margin income statement examples & guide [2026]

Contribution margin income statements help businesses analyze profitability and cost behavior. Learn how they work, when to use them, and how to build one step by step in 2026.

Best report automation tools & how to guide

Learn how report automation saves time and improves accuracy. Explore the best report automation tools of 2026 for FP&A and finance teams.

MRR vs. ARR: recurring revenue in SaaS is still important

What's the difference between MRR vs. ARR? Both are important ways for SaaS companies to examine their recurring revenue and check their financial health.

Calculating DPO vs. DSO (including Days Payable Outstanding formula)

DPO and DSO can be tricky to calculate if you don't know the formulas. That's why we created this blog post about the days payable outstanding formula.

The Finance Fix

Need your finance & FP&A fix? Sign up for our bi-weekly newsletter from former serial CFO turned CEO of Cube, Christina Ross.

NBV (Net Book Value): Definition, formula, and how to calculate

Learn about NBV (net book value) is an important metric for ascertaining the value of a company's fixed assets.

IRR vs. XIRR: What's the difference? When do I use them?

IRR (internal rate of return) and XIRR (extended internal rate of return) measure an investment's profitability. But what's the difference between them?

How to calculate EBIT (Earnings Before Interest and Taxes)

EBIT is one of the more profitability measurements, but what does it mean, and how do you interpret it? Find out in this short blog post.

Keep your company in tune: reconcile your balance sheet the right way

Do you know how to reconcile the balance sheet? If not, no problem. That's why we wrote this guide on balance sheet reconciliation.

What are intercompany transactions?

Intercompany transactions occur after acquisitions and mergers. But what are the best practices for navigating them? Find out in this guide.

Account reconciliation: What it is, how it works, and what to do

Account reconciliation is an essential part of closing the books. But how do you do it, and why is it important? We'll tell you just that in this article.

Burn multiple: a quick & simple guide

Burn multiple is an essential efficiency metric. How do venture capitalists use it to judge investments? How do you improve your company's burn multiple?

What is a balance sheet projection? (And top balance sheet software)

Learn how to create an accurate balance sheet projection with the best balance sheet software tools.

100+ FP&A statistics & trends for finance teams to know

Looking for the latest FP&A statistics for 2025? Look no further. Learn about the future of finance with 100+ FP&A statistics and trends.

What are the three financial statements?

The three financial statements that make the 3-statement model are the income statement, balance sheet, and cash flow statement (statement of cash flows).

Pro forma template: Free Excel budget templates

A pro forma statement is a hypothetical future state of a business's finances. Grab a free pro forma template for Excel and start forecasting today.

The Finance Fix

Need your finance & FP&A fix? Sign up for our bi-weekly newsletter from former serial CFO turned CEO of Cube, Christina Ross.

Cash inflow and outflow: keeping tabs on your financial health

Keeping tabs on your cash inflow and outflow is how you keep the lights on and invest in growth. Here's a simple explanation of cash inflow and outflow.

Why is sensitivity analysis important in strategic finance?

Sensitivity analysis is a financial modeling technique that helps FP&A teams determine how input variables affect their financial models.

Net dollar retention: why NDR is your new north star

Net dollar retention (NDR) or net revenue retention (NRR) is a north star metric for SaaS companies looking to expand within their customer base.

Best financial statement software for balance sheets, reporting, and more

Financial statements are an important part of your reporting process. But which financial statement software do you choose? This guide helps you find out.

Best financial reporting software for 2026: Top 31 review

Transform your reporting with 2026's best financial reporting software tools. Discover solutions that can streamline your business processes.

Cash flow: What's the difference between the direct vs. indirect method?

Learn when to use the direct vs indirect method for calculating your business's cash flow.

Chart of accounts: How it works and best practices

Learn how a well-structured, automated chart of accounts can streamline your reporting, save you time, and optimize your financial processes.

What is customer lifetime value (LTV)? Definition, uses, examples

Customer Lifetime Value (LTV) is an essential metric to for any SaaS business. In this blog post, you'll learn how to calculate and interpret your LTV.

LTV/CAC ratio: your secret weapon to measure sales & marketing ROI

The LTV/CAC ratio reveals insights into business sustainability and growth potential, showcasing the efficiency of customer acquisition strategies.

Full steam ahead? Calculating the SaaS magic number

Learn how to calculate the SaaS Magic Number and harness its power to provide actionable insights to drive strategies for optimizing your SaaS performance.

Cohort analysis: the secret to the best insights you've ever gotten

Learn about cohort analysis techniques, such as distinguishing between acquisition and behavioral cohorts, to gain insights into your customers' behavior.

The Finance Fix

Need your finance & FP&A fix? Sign up for our bi-weekly newsletter from former serial CFO turned CEO of Cube, Christina Ross.

Financial Reporting

Featured articles

Best financial reporting software for 2026: Top 31 review

What is FP&A (financial planning & analysis)? 2026 Guide

Designing & presenting effective financial reporting dashboards

Rolling forecasts: Definition, how to make one, and when to use them

PSA: Not all metrics are KPIs - best practices

What is financial planning and analysis (FP&A) software?

Cash forecasting: a quick guide for busy FP&A teams (updated for 2026)

Getting buy-in for your next finance transformation project

Scenario planning: strategies, techniques, & examples [2026]

Track and control revenue churn to keep your best customers

LTV/CAC ratio: your secret weapon to measure sales & marketing ROI

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Strategic budgeting: Are you getting it right? A guide for 2026

Top-down vs. bottom-up budgeting: Which should you use? [2026]

Best financial forecasting software solutions [2026 review]

Rule of 40 and SaaS: What is it and why is it so important?

Cohort analysis: the secret to the best insights you've ever gotten

CAC (customer acquisition cost): how to measure sales/marketing ROI

The definitive guide to an FP&A software implementation (in 2026)

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Chart of accounts: How it works and best practices

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Quick ratio vs. current ratio: the quick difference

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Spreadsheet-Native: The Clear Approach to FP&A

Pitching VCs? Here's the deck we used to raise $30M with Battery Ventures

Cash flow: What's the difference between the direct vs. indirect method?

What is budget forecasting?

Month-end close process: Steps, checklist, and how to automate

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Datarails reviews 2026: Pricing, features, and alternatives

Anaplan vs. Adaptive vs. Planful vs. Vena vs. Datarails vs. Cube

Best financial statement software for balance sheets, reporting, and more

Corporate performance management: A primer for 2026

14 of the best financial close software tools [2026 review]

G2 recognizes Cube’s customer service, high performance, and ease of use (Summer ‘22)

Netsuite review: Pros, cons, ratings, & alternatives

Net dollar retention: why NDR is your new north star

Strategic workforce planning for CFOs: from strategy to execution

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What's an FP&A job? (Plus helpful FP&A job descriptions)

Best financial modeling software [2026 review]

Driver-based planning: let the numbers lead the way

Anaplan review: Features, pros, cons, & alternatives [2026]

Our review of Jirav: how does the business planning tool measure up?

Slides: The top 5 mistakes CFOs make when communicating with the board

14 best budgeting software tools & apps [updated for 2026]

What-if analysis: a beginner's guide to scenarios + goal seek in Excel

20+ best budgeting and forecasting software solutions [2026 review]

Why is sensitivity analysis important in strategic finance?

What is strategic financial planning and management?

Cube ranks #1 for ease of use on G2; receives 20 badges across FP&A categories (Fall '22)

NetSuite vs. QuickBooks: how do they measure up?

Cash inflow and outflow: keeping tabs on your financial health

Cash runway: How (and why) to calculate your company’s cash runway

32 FP&A interview questions to land your dream FP&A job

What are the three financial statements?

Capacity planning: the CFO's guide

Pro forma template: Free Excel budget templates

What is headcount forecasting? [Free template]