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FP&A Best Practices

The best of the best FP&A content out there. Report, plan, analyze, model, and forecast more strategically with our collection of essentials.

Report automation made easy & the best report automation tools in 2023

Report automation is a huge time saver. After all, nobody wants to spend time manually making...
Variance reporting: What is it + how to read/write a variance report

What is variance reporting? It's when you show and explain the discrepancies between the forecast...
Top-Down or Bottom-Up Budgeting: Which Should You Use?

Top-down vs. bottom-up budgeting...which should you choose? As many with things, it depends. In...
Strategic budgeting: are you getting it right? A guide for 2023

Strategic budgeting should be treated as a formal planning process. In this guide to strategic...
[Updated] The 16 best financial forecasting software for budgeting & planning for 2023

Updated for 2023! These top financial forecasting tools help make financial projections to predict...
The top FP&A certifications and courses for career advancement [2023]

An FP&A certification is a great way to improve your skills + advance the career ladder. But with...
What is Financial Planning and Analysis (FP&A) Software?

Financial planning and analysis (FP&A) software helps strategic finance teams improve their...
Becoming a “have” in B2B SaaS starts with FP&A

OpenView released a report in 2021 that tells the difference between a B2B SaaS "have" and a "have...
What's the Difference Between a Plan, a Budget, and a Forecast?

While a company’s plan, budget, and financial forecast are often discussed in the boardroom, these...
FP&A interview questions: a cheat sheet for landing the next FP&A role

Interviewing for a new FP&A job? Interviewing FP&A candidates and not sure what to ask? Browse our...
Every (50+) financial ratio you'll ever need in 2023

Financial ratios are a CFO's bread and butter. Ever need to look up a financial ratio? Us too....
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....
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...
In a New Finance Leadership Role? Here’s a Guide for a Successful First 90 Days

How should you prepare for a new role in finance leadership? Use this guide to set your team up for...
What is headcount forecasting? [Free headcount forecasting Excel template]

Headcount forecasting (AKA headcount or workforce planning) is essential for any high-growth...
Board reporting in 2023 made easy (avoid these 5 mistakes)

Board reporting has a reputation for being tough. We pulled some tips and mistakes for CFOs to...
Slides: The top 5 mistakes CFOs make when communicating with the board

What are the top 5 mistakes CFOs make when communicating with the board? Here's the slide deck our...
How to Speed Up your Annual Budgeting Process in 2023

Many businesses dread the annual budgeting process as the fiscal year comes to a close. However,...
What's a static budget? Here's what you need to know

What is a static budget? How is it different from a fixed budget? How do you make a static budget?...
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...
The 8+ best account reconciliation software (updated for 2023)

We rounded up the best account reconciliation software on the market to accelerate a stress-free...
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...
What's an FP&A job?

How do you get an FP&A job? From the analyst position to director of strategic finance, FP&A can be...
Adjusted EBITDA: definition, formula, and how to calculate

Adjusted EBITDA is just a better EBITDA, no? Well, that's not the whole story. Read on to learn...
Getting Buy-In for Your Next Finance Transformation Project

So you're ready to start a finance transformation project, but how do you convince your team that...
Create and track a cash budget (step-by-step guide)

Cash budgets are important for monitoring your cash inflows and outflows, as well as ensuring the...
100+ up-to-date-for-2023 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...
What is NBV (Net Book Value)?

NBV (net book value) is an important metric for ascertaining the value of a company's fixed assets....
Goodwill impairment: the value of a name

Goodwill impairment is when your brand suffers and your intangible asset---goodwill, or the...
What is strategic financial planning and management?

Strategic planning is one of finance's most important functions. In this post, you'll learn how to...
What is Financial Planning & Analysis (FP&A)? A Guide for 2023

Financial Planning and Analysis, or FP&A, is the budgeting, forecasting, and financial analysis...
EBITDA: What does it say about my company's financial health?

This blog post explains what EBITDA is and how it can be used to measure a company's financial...
xP&A: finding a competitive edge through extended planning & analysis

Extended planning and analysis (xP&A) is the new FP&A: holistic financial planning. But what makes...
EBITDA vs. net income: a comprehensive tutorial

EBITDA and net income are common financial metrics, but differ in how they're used and calculated....
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...
What are intercompany transactions?

Intercompany transactions occur after acquisitions and mergers. But what are the best practices for...
What is sensitivity analysis in strategic finance?

Sensitivity analysis is a financial modeling technique that helps FP&A teams determine how input...
ASC 606 revenue recognition: A 2023 guide for SaaS CFOs & FP&A teams

Complying with ASC 606 revenue recognition standards is increasingly difficult for modern FP&A...
The 10 Best FP&A Software Tools: A Guide for 2023

Finance teams use FP&A software solutions to streamline and automate their work. Here's an overview...
What's Rolling On? When is a Rolling Forecast Right for my Business?

A rolling forecast evolves with your business. It’s a living, breathing document that is always...
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...
Cohort Analysis: Tell the Secret Story Behind the Numbers

Learn some simple cohort analysis techniques (like acquisition vs. behavioral cohorts) so that you...
The Definitive Guide to FP&A Software Implementation in 2023

When working on a financial implementation, it’s important to win and create a seamless transition...
Our FP&A salary & career field guide for 2023 strategic finance roles

How much should you expect to get paid in FP&A? And how do you increase your salary and get...
How to Empower Non-Financial Executives to Understand the Numbers

Explaining financial numbers to non-financial executives can be a voyage riddled with rough waters...
Capacity Planning: the CFO's Guide

Don't overlook the importance of capacity planning. CFOs, in this guide we show you how capacity...
Chart of Accounts: basics and best practices

Learn the basics and best practices to setting up and maintaining a chart of accounts for your...
Cash forecasting: a quick guide for busy FP&A teams (updated for 2023)

For finance teams at SaaS companies, cash flow forecasting is fundamental to help executives manage...
8 must-do steps for your month-end close process

Is your month-end close process taking too long, or do you think you should be doing more? Here's...
What-if Analysis: A Beginner's Guide to Scenarios + Goal Seek in Excel

A simple introduction to what-if analysis in Microsoft Excel. We cover scenarios, data tables, goal...
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...
What is Workforce Planning?

Workforce planning is a large part of your budget and determines the trajectory of your company:...
All about the contribution margin income statement

The contribution margin income statement is a specialized financial statement. But what does it...
Strategic finance: An exhaustive and practical guide for CFOs in 2023

Strategic finance
What are the three financial statements?

The three financial statements that make the 3-statement model are the income statement, balance...
Burn multiple: a quick & simple guide

Burn multiple is an essential efficiency metric. How do venture capitalists use it to judge...