When Forecasts Fail the Business I started working with a client who was a CFO of a $15M ARR SaaS company, after they knew something was...

When Technology Should Replace Effort I was working with a CFO at a Mid Market Company who spent 40 hours monthly getting the figures...

A Tale as Old as Time Here is a scenario I and many other professionals in the corporate finance space have seen played out again and...

From Data Overload to Strategic Insight - A Story of Transformation A CFO of a $30M+ SaaS company, struggled to gain clear visibility...

We say we want strategic insights from our finance teams. But look at most mid-market companies and you'll find FP&A staff trapped in...

Introduction AI is supposedly transforming how companies operate—or at least that’s what all the LinkedIn “hype” posts say. But if that’s...

Introduction You're looking for a new FP&A Analyst to take the lead on reporting and forecasting your financials. In the job description,...

Introduction: The Role of FP&A FP&A is supposed to be the eyes and ears of an organization’s financial health. Their role is to follow 4...

Introduction Annual Recurring Revenue (ARR) is a critical metric for SaaS companies, revealing both current health and future growth...

Introduction Since OpenAI released ChatGPT, the business world hasn’t stopped talking about AI. It has become the ultimate buzzword,...

Introduction Picture this: You are an FP&A analyst and you just got word that accounting has closed the books for the month.  The board...

Introduction Imagine this: your SaaS business is growing, ARR is climbing, and you’ve had some big wins. Yet, investors are worried....