Core Functions of FP&A Software FP&A software helps finance teams manage data, consolidate results, build budgets and forecasts, create reports, and collaborate across the business. These capabilities are delivered through five core components: data management, financial consolidation, modeling, reporting and dashboards, and workflow and collaboration. Think of these components as a pyramid. Data management forms…
Download the 3-Statement Model Template Click the button below to download the 3-Statement Model template: This case study includes a free 3-Statement Model template in Excel that you can download and customize for your own analysis. The template links the income statement, balance sheet, and cash flow statement into one integrated 3-statement model, so you…
Soliman Abbas’s journey into investment banking is a masterclass in persistence and proactive learning. In this episode of Member Spotlight, the recent University of Bristol graduate and newly minted FMVA holder shares his inspiring story, from being an international student at 17 to landing his dream job. Soliman’s story is proof that an intentional mindset…
FP&A vs. S&OP: The Key Difference The difference between FP&A (Financial Planning & Analysis) and S&OP (Sales & Operations Planning) is focus. FP&A looks at business planning through a financial lens, while S&OP looks at it through an operational lens. FP&A is a finance function that analyzes financial data, creates forecasts, and develops budgets to…
Expanding into a high-growth region like Brazil or India is full of potential, but from a finance perspective, it’s a unique mix of intense risks and substantial rewards. In this episode, we go beyond the surface to explore the core challenges and opportunities of navigating corporate finance in emerging markets. We’ll equip you with the…
What is Net Dollar Retention (NDR)? Net Dollar Retention (NDR) is a financial metric that tracks how much recurring revenue a company retains from its existing customers over a given period. NDR takes into account any upgrades (expansions), downgrades (contractions), and churn (lost customers or canceled subscriptions). For SaaS and subscription-based businesses, net dollar retention…
What is an Alternative Reference Rate? An alternative reference rate (ARR) is a standard reference rate used to price financial instruments, such as bonds, derivatives, and other securitized financial instruments. Alternative reference rates provide more transparent and reliable benchmarks and replacements for historical benchmarks like LIBOR. This guide covers five of the most widely used…
Are you a finance professional who relies on Excel but is curious about the power of programming? In this episode of FinPod: What’s New at CFI, we’re joined by subject matter expert Joseph Yeates to discuss his new course, Getting Started with Python. Joseph explains why Python is a must-learn skill for data analysis and…
Understanding ROCE and ROA ROCE (Return on Capital Employed) represents how much profit a company makes for each dollar of capital employed in the business. ROA (Return on Assets) indicates how well a company uses its total assets to drive profit. ROCE and ROA are both profitability ratios that provide different perspectives on how well…
Deciding Between CFI’s Certifications and Specializations Finance professionals often ask about the difference between CFI Certifications and Specializations. Certifications are comprehensive programs that build in-depth expertise in a specific finance field. Specializations are focused learning tracks that allow you to develop expertise in a particular topic or skill within finance. Each path offers distinct advantages…
