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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.

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
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.

financial reporting dashboards
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.

ad hoc reporting software
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
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.

pro forma financial statements
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.

P&L budget
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
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
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.

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.

How to create a balance sheet projection in 2024

Knowing how to create a balance sheet projection is essential for being able to companies looking to create future-forward financial models.

100+ up-to-date-for-2024 FP&A statistics every CFO should know

Looking for an FP&A statistic? Look no further. We've gathered more than 100 up-to-date FP&A statistics for you to browse, organized by topic.

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

What's a pro forma template? [Free pro forma templates for Excel]

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.

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

Cash runway is an essential metric that helps founders and CFOs determine how much cash they have to leverage for growth.

Cash inflow and outflow
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.

Sensitivity Analysis
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.

The 17 best financial reporting software tools [updated for 2024]

We made this list of the 17 best financial reporting software tools to help you pick what's best for your business.

direct vs indirect method of cash flow
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.

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.

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
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.

Track and control revenue churn to keep your best customers

Learn how to calculate, interpret, and improve your SaaS business's revenue churn in this quick guide (Excel template included!).

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

The Rule of 40 says a company's revenue growth rate plus profitability margin should be equal to or greater than 40%. SaaS companies should heed this rule.

Quick ratio vs. current ratio: the quick difference

Learn the quick difference between the quick vs. current ratio and when you best use each metric in your business, plus where the acid test ratio fits in.

PSA: Not all metrics are KPIs - best practices

If you have a 2-page list of “KPIs,” we’re calling them the wrong thing. Not all metrics are KPIs, but KPIs are metrics. Let me explain...

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

The Customer Acquisition Cost (CAC) metric calculates the sales and marketing costs it takes in order to acquire each customer.

16 best cash flow management software solutions [2024 review]

Discover top cash flow management software to optimize your finances. Streamline your business with the best cash flow tools in 2024.

Best financial management software for businesses [2024]

Find the best financial management software to streamline your business, optimize finances, and enhance decision-making in 2024.

  • What is the primary objective of financial reporting?
    +
    To keep a finger on the pulse of an organization's financial well-being by providing transparent and accurate financial information to aid in decision-making, strategizing, and more. 
  • What are financial statements?
    +
    Financial statements provide a snapshot of your company's financials and performance (usually monthly or quarterly). 
  • What is the international financial reporting standard?
    +
    The widely used accounting standard for preparing financial statements and reports. Abiding by the IFRS is key so organizations can maintain accurate, compliant, and valuable financial information for internal and external stakeholders. 

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