Your analysis must deliver insights that lead to action
Without a combination of technical and finance expertise you’re often left with unreliable metrics
Implement monthly forecasting to promote accountability #forecasting #finance #financesolutions
Data structuring is essential to extract value from your metrics #analysis #finance
A single source of company performance truth is the mark of a quality finance team #analysis #cfo
Have a solution to generate reports the moment the books are closed #CFO #analysis
Companies spend too much time on an annual #budget because they lack tools & planning muscle memory
FP&A Software and finance tools require a thorough plan and implementation partner to succeed
When you’re dealing with large sums of data from multiple systems, Excel is not ideal #finance
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By collaborating with budget owners, finance can promote accountability across the business.
Budget processes don’t have to take months to complete #budgeting #finance #planning
Your annual budget should lead to decisions and not a spreadsheet wild goose chase #budgeting
Concentrating your metrics in a company-wide spreadsheet leads to version control issues #analysis
Don’t succumb to Excel version control issues #venturecapital #privateequity #analysis
Finance software requires implementation expertise and qualified people to manage the tool
Your annual budget should be the North Star for business unit leaders #budgeting #financialplanning
Start with what reports you need and evaluate dedicated solutions to create them. #Shorts #analysis
Finance can align with business units to ensure the entire team is on the same page #business
Finance is more than budget management and Excel modeling #analysis #finance #Shorts
If better reporting is your priority, an ERP upgrade isn’t necessarily the answer #Shorts #analysis
Sometimes all you need from an ERP is its general ledger (GL) #ERP #accounting #finance
Finance should be a strategic internal advisor #shorts #analysis #strategy
Predictive vs. Prescriptive Analytics #analysis #shorts #datascience
Forecasts should follow a set cadence #finance #forecasting #shorts
Gain alignment with an analytical framework #finance #Shorts
Efficiency equals impact #finance #Excel #Shorts
Excel is not a database #Excel #Shorts #finance
What are the drivers of your KPIs #KPI #shorts #cfo
Track the metrics that result in action #finance #KPI #Shorts
FutureView is focused on providing businesses FP&A solutions and a platform to manage and improve their finance function. After encountering the same issues as multiple companies, we realized the need for an integrated reporting, planning and budgeting platform that was flexible enough to work for small, high-growth companies and robust enough to scale.
FutureView’s platform, coupled with proven finance solutions, gives its customers the ability to quickly have a mature finance function, enabling them to operate at a scale rivaling much larger and more seasoned companies. Automate manual tasks that limit financial planning and analysis. Spend less time managing your data and more time facilitating strategic decision-makers with reports and analysis.
Learn more about FutureView Systems:
www.futureviewsystems.com