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Breaking Down Silos: A Practical Framework for Finance-IT Collaboration

October 20, 2025

Unlock the potential of finance-IT collaboration with this framework to enhance the success of your finance transformation efforts.

An illustration of half a clock and half an excel grid. Around the clock are circles with numbers, an icon of a dollar sign, and an icon of a calendar

Budgeting and Forecasting

Annual Planning Best Practices: Your Strategic Playbook for 2026 Planning

September 26, 2025

Learn how to conduct an annual planning process that effectively connects budgets to your business's strategic goals, with expert insights from five ...

Headshots of Christine Harms, CFO at TLB Construction and Brandon Sharp, CIO at Brookfield Residential

Budgeting and Forecasting

How These Finance Leaders Ditched Static Forecasts for a “Living Plan”

September 04, 2025

Discover how finance leaders at TLB Construction and Brookfield Residential embraced dynamic planning and rolling forecasts to unlock real-time ...

A man wearing a green suit smiles brightly, set against a solid green background with illustrations of gears and speech bubbles, representing the technical and soft skills possessed by FP&A professionals.

7 Essential Skills of the Modern FP&A Pro

August 18, 2025

The next generation of FP&A professionals blends soft skills with technical know-how to broaden their impact. Here are seven essential FP&A ...

5 Expert Strategies for Better Finance Business Partnering

Level up your finance team’s strength as a strategic partner with five proven strategies to build trust and improve collaboration across your ...

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Finance Strategy and Leadership

4 Data-Backed Tips for Finance Leaders in Times of Increasing Uncertainty

Find recommendations based on our survey of over 200 finance leaders on how to overcome uncertainty by reducing redundancies, leveraging AI and ...

Business professionals shaking hands, with money and a dollar signs .

The Complete Guide to Finance Business Partnering: Strategies for Working With Every Department

Unlock your finance team’s potential with our complete guide to finance business partnering. Discover strategies for collaborating across departments ...

Illustration demonstrating the process of creating a formula in an Excel spreadsheet.

Excel and Spreadsheet Tips

Excel Skills for Finance: Must-Know Functions To Save Time and Analyze Insights

January 24, 2025

Improve your Excel skills for finance by discovering the most important tricks and shortcuts of the trade. Discover how to save time and boost ...

An illustration of Microsoft Excel open on a laptop, with a highlighted box containing a colorful half circle chart

Excel and Spreadsheet Tips

From Data to Decisions: How To Craft a KPI Dashboard in Excel (Templates Included)

September 23, 2024

Learn how to build a KPI dashboard in Excel step by step and find tips for elevating your financial reporting. Free templates included.

An illustration of a series of buildings alongside a red downward pointing arrow and a green upward pointing arrow and declining and increasing numbers

Budgeting and Forecasting

How To Manage Construction Budgets Through Unexpected Changes

August 06, 2024

Construction budget management is challenging enough without dealing with unexpected changes like fluctuating material costs. Here's how to overcome ...

A Black woman smiling, wearing a light green blazer, standing in front of a series of financial charts and delivering a presentation

Financial Reporting

A Guide To Delivering More Impactful Financial Presentations

We share our tips for delivering more impactful financial presentations as an FP&A professional, from building your slides to delivering your ...

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Financial Reporting

SaaS Magic Number: What It Is and Why It’s More Complex Than It Appears

The SaaS magic number measures a business's new revenue in relation to its customer acquisition costs. Learn how to calculate it and why it’s more ...