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How Finance Leaders Can avoid surprises in 2024?

After surveying more than 1,000 financial directors and senior executives, we obtained the predictions and trends that await us during 2024.
Explore recent performance metrics and discover critical trends in people, processes, and technology that will impact this year's processes and finances.
In this document you will find 4 key points to pay attention to:

  • Workforce planning
  • Financial directors as strategic advisors
  • AI expectations
  • Confidence in the software

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Best practices in Financial Planning and Analysis

The finance department is the one that drives the transformation initiatives of an organization; they are responsible for providing the pertinent information so that the rest of the teams can make better decisions quickly, safely, minimizing risks and optimizing performance. The right software platforms give the finance team this ability to react faster to the ever-changing business environment.

In this document, we'll examine five steps you can take to ensure your finance team is positioned to lead this financial transformation journey.
Get to know each of them in detail and begin the transformation of FP&A.


3 Critical Phases of Finance Transformation

The role of FP&A is evolving with advances in people, processes and planning technology. As companies move through this life cycle, finance teams may have new opportunities to provide greater value to the business.
Evolution is characterized by three phases:

  • Reactive
  • Proactive
  • Optimized

Learn more about each of these phases and which one you are in. Remember that only finance teams that are in phase 3 are agents of change for the growth of innovation and value creation for your company.


5 Signs you are abusing Excel for planning

Discover if your company is abusing the use of spreadsheets in its financial processes and if it continues to meet the needs of your organization.
Did you know that nearly 55% of organizations still rely solely on spreadsheets to support their financial planning?
And yes, although they are an excellent tool for individual productivity, they were not created to handle financial planning and control processes for an entire company.

Planning through Excel may work in the early stages, but as an organization grows in size and complexity, warning signs that it might be time for a change will become apparent.