The Ledger
Curated content foranalytical business leaders
CFO Magazine: A 10-Step Playbook for New PE-Backed CFOs
June 23, 2022
“In addition, 91% of sponsors said their PE-backed CFOs weren’t meeting their “manage the business” expectations. Managing the business is defined as turning clean data into analysis and then into insights to make informed business decisions. It’s a tough task, no doubt, but it’s still very much foundational to the CFO role.”
CFO Journal: 7 Principles of Dynamic Finance
June 20, 2022
“Leverage modern, compatible, and continuously updating platforms that can transform and scale with the business. Take advantage of platforms that regularly evolve to bring new capabilities to finance.”
CFO Dive: FP&A in Spreadsheets: When ‘that’s how it’s always been done’ Doesn’t Cut It Anymore
June 16, 2022
“But spreadsheets on their own are indeed broken – or at the very least, they add to the likelihood that something will eventually break. Try as we might to ignore their shortcomings, without fail we’re confronted with the limitations of spreadsheets on a regular basis. And at a certain point, the burden of managing and maintaining spreadsheets outweighs the mild benefits of sticking with the status quo.”
FP&A Trends: An Annual Plan Is A Map. A Rolling Forecast is A GPS.
June 15, 2022
“The only way for companies to navigate forward and still achieve existing goals — including simple survival — would be exploring multiple potential changes and building various scenarios to prepare a range of decision-making paths through newly uncertain terrain.”
