Category Archives: Financial Planning & Analysis

Common Pitfalls of Rolling Forecasts And How to Avoid Them

When companies only forecast to the end of the financial period, the focus of the process becomes performance, evaluation and commitment to pre-defined targets, instead of organizational direction, risk mitigation and the seizing of opportunities. To avoid this common pitfall … Continue reading

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How SMBs Can Leverage MS Access as a Data Management Tool

If you work with large volumes of data, but cannot afford a data warehouse solution, then read on… Data warehouse implementation may be the best option for companies with deep pockets but, realistically, most SMBs (small and medium-sized businesses) cannot … Continue reading

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Five Tips To A Smoother Budget Season

For many companies budget season is right around the corner.  Summer is the best time to reflect on lessons learned from past budget cycles and explore ways to anticipate the upcoming season with less pain and more value add.  If … Continue reading

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Financial Planning & Analysis – The Next Frontier Of Business Process Outsourcing By: Deloitte LLP

Financial Planning & Analysis (FP&A) outsourcing is increasingly being used by leading global firms to provide a competitive advantage while others are using the opportunity to uncover additional savings by leveraging a wide range of service delivery options and process … Continue reading

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Good Financial Analysts Are Made, Not Born by David McCann

They probably won’t know what effective analysis looks like when they show up for work, so CFOs have to teach them. Here’s how. CFOs who are looking to expand their roster of financial analysts, and not finding as many high-quality … Continue reading

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Meritus Launches New 3-Point FP&A Business Success Service

Meritus Helps CEOs and CFOs align their business goals and processes to achieve greater results for their companies. Meritus is introducing “3 Point FP&A Business Success Service” for growth companies, a three-point service that can be tailored up or down … Continue reading

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7 Prerequisites for Best in Class Financial Planning by Patrick Tullemans

In these times of economic uncertainty, associated with changing business dynamics and increased volatility it is interesting to see how contemporary companies deal with the financial planning process. An extensive benchmark study was conducted of nearly 60 large companies in … Continue reading

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