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  1. Financial Planning and Analysis
  2. FP&A Analytics
  3. FP&A Storytelling
Giving Meaning to Numbers
July 20, 2018 | 599
karl_kern

By Karl Kern, Accountant / Lecturer / Writer

Numbers may be the prime element within FP&A. FP&A is relied upon to provide numbers like operating income, net cash

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  1. FP&A Dashboards
  2. Financial Planning and Analysis
  3. FP&A Storytelling
The Top Three Recommendations for Mastering FP&A Dashboards
May 29, 2018 | 5,599
james-myers

By James Myers, Global Finance Executive and FInance Transformation Consultant

Dashboards have become a powerful tool for FP&A to share insight and gain respect.  In this article, the author shares

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  1. Data Visualisation
  2. FP&A Storytelling
The Most Useful Graph Ever
March 13, 2018 | 15,913
randall

By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You,” and adjunct professor at U.C. Berkeley Extension​

RANDALL BOLTEN grew up in Washington, D.C., the son of a CIA intelligence officer and a history professor. He is passionate about the importance of presenting financials and other numerical information in a cogent and effective way, and in his current life is the author of Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You (John Wiley & Sons, 2012).

He is a seasoned financial executive, with many years directing the financial and other operations of high-technology companies. His experience includes nearly twenty years as a chief financial officer of software companies.

He has held the CFO position at public companies BroadVision and Phoenix Technologies, and at private companies including Arcot Systems, BioCAD, and Teknekron. Before his CFO positions, he held senior financial management positions at Oracle and Tandem Computers.

He received his AB from Princeton University, headed west to earn an MBA at Stanford University, and ended up staying in Silicon Valley. 

In addition to writing Painting with Numbers, he currently operates Lucidity, a consulting and executive coaching practice focused on organizing and presenting complex financial information. He divides his work time between Glenbrook, NV and Washington, DC, and maintains an office in Menlo Park, CA.

Well-designed incentive compensation plans – especially sales commission plans – are an incredibly powerful way to motivate great performance. But

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  1. Data Visualisation
  2. FP&A Storytelling
The Most Useless Visualisation Ever
December 16, 2017 | 7,432
randall

By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension.

RANDALL BOLTEN grew up in Washington, D.C., the son of a CIA intelligence officer and a history professor. He is passionate about the importance of presenting financials and other numerical information in a cogent and effective way, and in his current life is the author of Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You (John Wiley & Sons, 2012).

He is a seasoned financial executive, with many years directing the financial and other operations of high-technology companies. His experience includes nearly twenty years as a chief financial officer of software companies.

He has held the CFO position at public companies BroadVision and Phoenix Technologies, and at private companies including Arcot Systems, BioCAD, and Teknekron. Before his CFO positions, he held senior financial management positions at Oracle and Tandem Computers.

He received his AB from Princeton University, headed west to earn an MBA at Stanford University, and ended up staying in Silicon Valley. 

In addition to writing Painting with Numbers, he currently operates Lucidity, a consulting and executive coaching practice focused on organizing and presenting complex financial information. He divides his work time between Glenbrook, NV and Washington, DC, and maintains an office in Menlo Park, CA.

Let’s take a look at some of the most messed-up, incomprehensible recent examples of quantation. Not surprisingly, all are graphs

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  1. Financial Planning and Analysis
  2. Data Visualisation
  3. FP&A Storytelling
Visual FP&A: Is Graphing the Right Choice?
October 7, 2017 | 805
randall

By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension

In my last article, I listed four questions you should ask yourself, and the order you should ask them in

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  1. Financial Planning and Analysis
  2. Data Visualisation
  3. FP&A Storytelling
FP&A Data Visualisation: Does Your Graph Actually WORK?
October 7, 2017 | 405
randall

By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension.

RANDALL BOLTEN grew up in Washington, D.C., the son of a CIA intelligence officer and a history professor. He is passionate about the importance of presenting financials and other numerical information in a cogent and effective way, and in his current life is the author of Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You (John Wiley & Sons, 2012).

He is a seasoned financial executive, with many years directing the financial and other operations of high-technology companies. His experience includes nearly twenty years as a chief financial officer of software companies.

He has held the CFO position at public companies BroadVision and Phoenix Technologies, and at private companies including Arcot Systems, BioCAD, and Teknekron. Before his CFO positions, he held senior financial management positions at Oracle and Tandem Computers.

He received his AB from Princeton University, headed west to earn an MBA at Stanford University, and ended up staying in Silicon Valley. 

In addition to writing Painting with Numbers, he currently operates Lucidity, a consulting and executive coaching practice focused on organizing and presenting complex financial information. He divides his work time between Glenbrook, NV and Washington, DC, and maintains an office in Menlo Park, CA.

When the graph is the right way to present your FP&A information, several important questions should be asked.

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The Power of FP&A Storytelling
 
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Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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