Financial Operations

We’re all familiar with the traditional static budget – a fixed plan based on predetermined assumptions. But what if you need a budget that can adapt to your actual business activity levels? One that gives you a more realistic view of your financial performance?...

Done right, acquisition financing fuels growth. Done poorly, it can sink the whole ship. The sweet spot is structuring a deal that makes strategic sense and positions your now-bigger company for continued success into the future....

If you want to learn more about what cost-benefit analysis is and how to do it, keep reading as we dive into five key steps to streamline your financial evaluations and drive smarter decisions. 🧠...

Liquidity management is about ensuring your company always has enough cash, not just for the daily grind but also for tempting growth opportunities. It’s a financial balancing act that involves......

A zero-based budget (ZBB) is a budgeting method where you allocate every dollar earned to a specific category or expense. You start with a blank slate - zero - each time you budget, rather than tweaking your past budget....

Whether you’re a seasoned finance pro or just starting, we’re here to guide you through the process. We've got some handy checklists, nifty tips, and a few tricks up our sleeve to transform your month-end close from a frantic scramble into a streamlined process....

This article explores the challenges and nuances of financial reporting in private equity, along with best practices you should adopt....

How a start-up successfully developed a model that could accurately predict headcount needs over time, providing a realistic picture of future costs and informing their next fundraising timeline....

If you're knee-deep in the world of budgeting and financial planning, you've probably come across the terms "CapEx" and "OpEx" more times than you can count....

Trying to decide when to use sensitivity analysis vs scenario analysis? Both techniques are valuable for analyzing the potential effects of uncertainty in financial models. But when does sensitivity analysis make sense, and when is scenario analysis the better choice?...

A rolling forecast formula is a straightforward concept. For every period that passes, a new one is added to the end of the forecast......

In this blog, we get into the nuts and bolts of data cleaning techniques. We'll also provide practical data cleaning steps to help guide you through the process....

Operational finance is an essential aspect of a successful CFO's skill set. But mastering the operational side alone isn’t enough. You also need to wear your strategic leadership hat too and learn to balance both for maximum impact. But how?...

Is value proposition budgeting right for your business? It could be, but before you jump in headfirst and shake up your entire budgeting process, let’s take a moment to understand how this form of budgeting impacts the bottom line....

One of the ways to improve Finance is to make the information provided to the business more timely. There are two ways to make the reporting timelier: shortening your month-end close, and speeding up the time from close to reporting and availability of results....