Why Finance Should Understand Sales (and Sales Should Understand Finance)
Finance people should understand sales just as salespeople should understand finance. They don’t need to be experts in the other’s domain. It doesn’t need to
From Doer to Strategic Partner: How to Think Bigger in Your Finance Career
If you’re early in your finance career, you may think that your objective is to do your job. That’s part of your duty. But you’re
Two Roll-Forward Inventory Forecast Methods (and the Pitfalls to Avoid)
In this inventory forecast, I share a quick and easy way to model stock balances and purchases. But take note — there’s lots of nuance
Should FP&A Modelers Avoid Volatile Functions in Excel?
Business modelers get jittery when they see volatile functions. These are functions that recalculate each time a cell is calculated, even if the function’s arguments
9 Essential Traits of Highly Effective FP&A Professionals
There are 9 traits and characteristics FP&A professionals should have. That doesn’t even include the technical ones. This is what they are:
3 Ways to Make Your Financial Presentations More Engaging
Financial presentations can be dense. To captivate your audience and build greater engagement, it’s crucial to maintain focus. Here are three great strategies to minimize distractions and connect more effectively.
A Dynamic Rolling Forecast Technique Every FP&A Professional Should Know
This is a favorite dynamic rolling forecast technique. We use it in FP&A for capturing trailing months and future months of financial data. You’ve probably never seen this done.
Why FP&A Professionals Should Stop Wasting Time on VBA and Macros
I see a lot of seasoned finance and accounting people promoting the learning of skills that most FP&A professionals don’t really need. What two of these skills are overrated for FP&A professionals?
Why FP&A Professionals Make Great Future CFOs
Take all the work and oversight of a highly qualified, high-functioning CFO. Put it into a list. Then take all the responsibilities, experience, institutional knowledge, fiduciary duties, and relationships and sprinkle these traits among a group of teams and people.
