Discover the most helpful resources to level up your FP&A skills
A Chart of Accounts (COA) is an index of all the financial accounts in a company’s general ledger and is the foundation of the company’s financial system. Most finance teams…
A finance workflow process is the structured sequence of steps, approvals, and data handoffs that governs how recurring finance tasks get done. Most teams haven’t formally designed these steps, and…
Finance teams have been automating Excel for decades because the bottleneck was never the spreadsheet itself. Everything from macros to VBA to Power Query. Each generation made workflows faster and…
The cash model is back at the top of the agenda Higher rates, compressed credit markets, and significant AI-era capital commitments have pushed liquidity back to the top of board…
Finance teams have always needed reports. This isn’t a new phenomenon. Some things have changed, though, including the amount of…
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The State of AI Disruption in 2026: From Prediction to Reality Only a few years ago, conversations about industries affected…
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The Problem that FP&A Software Does not Solve Traditional FP&A systems gave finance teams better modeling environments. What it did…
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Every month, the same pattern repeats. Controllers reconcile the same intercompany balances by hand. FP&A managers hunt for the right…
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The process for how to evaluate a finance operating system starts with a definition. That is harder here than it…
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Many finance teams evaluating AI agents in finance are having the wrong conversation. The question is no longer whether to…
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It started with one. A planning team piloted an AI assistant to speed up variance commentary. It worked, so another…
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Midmarket finance teams face a particular version of a problem that every growing company eventually hits. The Excel models work….
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Based on an interview with Tom Hinkle, Senior Data and Analytics Leader at TIAA Tom Hinkle has spent his career…
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