Basic 3-Statement Model (Free Excel Template)

Finding ways to increase the accuracy of your financial forecasts can be challenging. If you’re looking for an easy way to improve your forecast, check out this basic 3-statement model template for Excel and Google Sheets. No need to start from scratch - just plug in your data and use pre-built formulas to get a clear, consolidated forecast easily and quickly. Download it for free today.

Financial Modeling: Types of Models and How to Design Them

By John Sanchez

There are lots of tools available that have been purpose-built for financial modelling. What is the difference between judgement-based, statistical and driver-based models? How do you design a good one? Find out the answers in this article.

Quantitative Modelling and Simulation for Strategic Financial Planning

By Jack Xu

Usually, strategic financial planning requires qualitative analysis, but there are several quantitative tools can improve your planning process. In this article, the author explores quantitative modelling for strategic planning and explains what tools can help manage multiple scenarios.

Keys to Building a Dynamic Financial Model

By Ben Wann

Building a financial model is complex, and we need to watch out for many pitfalls. But armed with the proper knowledge and approach, we can drastically increase our odds of building a great model right the first time. In this article, the author explores building a dynamic financial model that can help understand a company's financial situation and forecast its future performance.

Data-Driven Planning: The Seven Key FP&A Models

By Michael Coveney

In this article, our head of research describes the seven key FP&A models every organisation needs to plan, resource and monitor business performance. Each has its pros and cons, but none should be ignored. FP&A team members should operate all these models within a single, data-driven management system.

Driver-Based Modelling as the Basis for Flexible and Dynamic FP&A

By Jim Boswell

Driver-Based Modeling (DBM) is the basis for flexible and dynamic FP&A, and its purpose is to operationalise financials in a tangible way for the business operators. So, what exactly is DBM? What are the best practices in building Driver-Based Financial models? Learn more from the VP of Finance at FullSpeed Automotive.

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Navigating Uncertainty: Chuy’s Restaurant Chain FP&A Case Study

Chuy’s is a network of Tex-Mex restaurants across the 17 states in the USA with a 40-year history. Navigating the many challenges imposed on in-person retail and hospitality, Chuy’s did more than just survive the pandemic. During these turbulent times, when many faltered or folded, Chuy’s managed to, not only maintain but improve profitability and growth. Register for this webinar to find out the formula of success of analytical transformation from A to Z in Chuy’s journey from their VP of Finance & Investor Relations.

Inside the Crystal Ball: Top 10 Trends Shaping FP&A in 2023 and Beyond

2022 has been the year of high uncertainty and “Black Swans”, perhaps more than ever before. FP&A teams have been going through massive challenges and transformations. But now that the year is coming to an end, we must ask: What are the top Financial Planning and Analysis trends to watch in 2023 and beyond? Join the webinar on January 19th to get the answer to this question from the global panel of senior practitioners and thought leaders.