How Financial Leaders Can Achieve a Holistic View of Company Performance
Maintaining – or improving – corporate performance without a holistic financial perspective isn’t easy.
Ben Sperry / August 2, 2021
4 Tips for Understanding the Financial Health of Your Business
Following your intuition is a big part of entrepreneurship. But as your business grows, so should the reliability of your financial data.
Brandon Metcalf / July 19, 2021
A 3-Part Approach to Evolve Strategic Finance
Founder & CEO Brandon Metcalf on the emergence of a new generation in strategic finance.
Brandon Metcalf / June 22, 2021
Next Generation Strategic Finance Platforms: An Emerging Market
A new generation of strategic finance platforms is emerging, built by people who have seen the problems finance teams struggle with.
Brandon Metcalf / June 16, 2021
Forecasting Strategies for the New Financial Reality
COVID-19 is fundamentally reshaping how businesses and finance teams forecast.
Brandon Metcalf / April 8, 2021
3 Common Problems With Financial Forecasts (and How to Solve Them)
Anybody who has worked in finance for a small or medium-sized business will likely know that sinking feeling when you realize cash that was in the forecast has failed to materialize.
Brandon Metcalf / March 2, 2021
You didn’t meet the forecast – where is your new forecast?
Even before the COVID-19 pandemic, there was a trend away from static, annual business plans towards more dynamic, rolling replanning. The increase in uncertainty we have seen over the last year is driving that shift home. In businesses where the CFO is able to deliver a consistently accurate rolling forecast, the executive team is able […]
Brandon Metcalf / January 11, 2021
Three Steps to Moving from Static to Dynamic Financial Planning in 2021
While 2020 was tough to go through, we might look back on it as a time when we learned some important lessons. In our personal lives, perhaps this has forced us to grow, appreciate what we have a little more, and do more for each other. But in business too, there are ways in which […]
Brandon Metcalf / December 23, 2020
Salesforce’s Acquisition of Slack Builds Momentum for Democratizing Data
Imagine you are playing baseball – but when you go out onto the field, nobody will tell you what the score is. You don’t know if you are winning or losing, where your or the opposing team’s weak points are or what the strategy is to win. Do you think you could play at the […]
Brandon Metcalf / December 10, 2020
The Customer-centric CFO: Three Reasons for Finance Teams to Adopt Salesforce
Pivoting is necessary for any startup to succeed. But knowing when, how, and why you should pivot is the key.
Brandon Metcalf / December 2, 2020