Financial Reporting FP&A Topics

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.

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.

Crunching the numbers: understanding marginal revenue

Gain a deeper understanding of marginal revenue to boost your strategic acumen and level up your financial planning.

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.

Fostering data integrity in your 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

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.

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 [2024]

Discover the 4 financial statements every CFO needs to know in 2024 for effective financial management and decision-making.

The 10 best ad hoc reporting software for busy FP&A teams (in 2024)

Unlock the power of ad hoc reporting software for enhanced, real-time analysis. Browse our list to find the perfect solution for you and your FP&A team.

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.

How to create & use pro forma statements

Explore how pro forma financial statements leverage hypothetical data to project a company’s future performance and their importance in decision-making.

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: the difference between these types of expenditures

CapEx (capital expenditures) and OpEx (operational expenditures) can be confused. How do you distinguish between the two? How do you decide which is which?

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.

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.

Contribution margin income statements: a complete guide [2024]

The contribution margin income statement is a specialized financial statement. But what does it mean, and how do you make one? Learn more.

Report automation made easy & the best report automation tools in 2024

Report automation is a huge time saver. After all, nobody wants to spend time manually making reports. But what tools can you trust to take over the task?

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.

Goodwill impairment: the value of a name

Goodwill impairment is when your brand suffers and your intangible asset---goodwill, or the representative value of your brand strength---suffers.

What is NBV (Net Book Value)?

NBV (net book value) is an important metric for ascertaining the value of a company's fixed assets. Need a quick refresher? Then read this guide.

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?

EBIT: Earnings Before Interest and Taxes + how to calculate EBIT

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.