Financial Reporting FP&A Topics

The Finance Fix

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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

The 4 financial statements: income statement, balance sheet, statement of owner equity (AKA the statement of retained earnings), and cash flow statement.

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.

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.

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.

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.

All about the contribution margin income statement

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

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?

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?

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.

Financial Reporting

Featured articles

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

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Designing & presenting effective financial reporting dashboards

How Masterworks used Cube to realize their unicorn valuation

When is a rolling forecast the right strategy for my business?

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 2024)

Getting buy-in for your next finance transformation project

Scenario planning: Strategies for moving beyond the basics

Track and control revenue churn to keep your best customers

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

Revenue retention (GRR vs. NRR): calculate, interpret, and improve

Strategic budgeting: are you getting it right? A guide for 2024

Top-down vs. bottom-up budgeting: which should you use?

The 16 best financial forecasting software for FP&A teams [in 2024]

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 2024)

Full steam ahead? Calculating the SaaS magic number

G2 ranks Cube high performer, easiest to do business with (Spring '22)

Chart of accounts: basics and best practices

The 15 best financial management software tools for businesses in 2024

What’s the difference between a plan, a budget, and a forecast?

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In a new finance leadership role? Here’s a guide for a successful first 90 days

How to accelerate your annual budgeting process (in 2024)

The 12 best business budgeting software tools (updated for 2024)

Feel the burn: a guide to gross burn vs. net burn

15 best cash flow management software tools for busy FP&A teams [2024]

Quick ratio vs. current ratio: the quick difference

Why I joined Cube: A product person’s perspective

What is financial planning & analysis (FP&A) in 2024?

A full Workday Adaptive Planning review [Updated for 2024]

The 10 best FP&A software tools: a guide for 2024

The complete FP&A software evaluation checklist (for 2024)

How to empower non-financial executives to understand the numbers

Becoming a “have” in B2B SaaS starts with FP&A

How WizeHire saves 90% of their time (and does stronger FP&A work)

The 5 best mid-market planning tools for business [updated for 2024]

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?

8 must-do steps for your month-end close process

14 best budgeting software tools & apps [updated for 2024]

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

The 8 best financial planning software tools [updated for 2024]

21 best finance software for businesses & personal finances [in 2024]

Datarails reviews (updated for 2024): features, pricing, competitors

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

15 best financial statement software tools [Updated for 2024]

Corporate performance management: a primer

The 10 top financial close software for a stressless month end (2024)

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

NetSuite reviews, competitors, and alternatives

Net dollar retention: why NDR is your new north star

Strategic workforce planning for CFOs: from strategy to execution

The 23 best corporate performance management software (for 2024)

What's an FP&A job? (Plus an FP&A analyst job description for 2024)

7 of the best financial modeling software [for 2024]

Driver-based planning: let the numbers lead the way

What is Anaplan? Reviews, pros/cons, and alternatives (for 2024)

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

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

16+ best Anaplan competitors & alternatives for FP&A teams [in 2024]

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

The 20+ best forecasting and budgeting software solutions (in 2024)

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

FP&A interview questions: a cheat sheet for landing the next FP&A role

What are the three financial statements?

Capacity planning: the CFO's guide