Market Insights
How to Forecast Gross Margin by Product, Customer or Business Unit
How to Forecast Gross Margin by Product, Customer or Business Unit. Professional analysis of revenue mix, direct costs and contribution economics, with pract.
Market Insights
Market notes on commodities, trading houses and structured finance themes that affect how deals are underwritten.
Market Insights
How to Build a Monthly Variance Analysis That Explains the Business
How to Build a Monthly Variance Analysis That Explains the Business. Professional analysis of price, volume, mix, timing and cost drivers, with practical met.
Market Insights
How to Create a Board Forecast With Base, Downside and Upside Cases
How to Create a Board Forecast With Base, Downside and Upside Cases. Professional analysis of scenario assumptions, liquidity and operating triggers, with pr.
Market Insights
Fractional CFO for FP&A, Forecasting and Management Reporting
Fractional CFO for FP&A, Forecasting and Management Reporting. Professional analysis of outsourced FP&A leadership and recurring management reporting, with p.
Market Insights
Fractional CFO for Companies That Need a Board-Ready Financial Model
Fractional CFO for Companies That Need a Board-Ready Financial Model. Professional analysis of integrated model, scenarios and board reporting, with practica.
Market Insights
Fractional CFO for Businesses Rebuilding Their Budgeting Process
Fractional CFO for Businesses Rebuilding Their Budgeting Process. Professional analysis of driver-based planning and budget ownership, with practical metrics.
Market Insights
How to Calculate the Cash Conversion Cycle by Business Unit
How to Calculate the Cash Conversion Cycle by Business Unit. Professional analysis of DSO, DIO and DPO by operating segment, with practical metrics, controls.
Market Insights
How to Build a 13-Week Cash Forecast From Bank, AR and AP Data
How to Build a 13-Week Cash Forecast From Bank, AR and AP Data. Professional analysis of bank balances, collections, supplier payments and payroll, with prac.
Market Insights
How to Set a Minimum Cash Policy for a Private Company
How to Set a Minimum Cash Policy for a Private Company. Professional analysis of operating volatility, payroll, debt service and downside reserves, with prac.
Market Insights
How to Prepare the Finance Function for Buy-Side Due Diligence
How to Prepare the Finance Function for Buy-Side Due Diligence. Professional analysis of data requests, model, QoE and financing, with practical metrics, con.
Market Insights
How to Design a Chart of Accounts for Management Reporting
How to Design a Chart of Accounts for Management Reporting. Professional analysis of segments, departments, products and reporting dimensions, with practical.
Market Insights
Fractional CFO for Multi-Entity Reporting and Consolidation
Fractional CFO for Multi-Entity Reporting and Consolidation. Professional analysis of consolidated reporting, controls and cash visibility, with practical me.