Move Finance and Accounting To the Big Leagues: A Crawl, Walk, Run Approach to Dynamic Planning

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This is a podcast episode titled, Move Finance and Accounting To the Big Leagues: A Crawl, Walk, Run Approach to Dynamic Planning. The summary for this episode is: In challenging climates, the business looks to Finance and Accounting to level up from reporters and commenters to analysts, influencers, and strategic business partners. But taking a crawl, walk, run approach to dynamic planning will help you make data-driven decisions and improve financial performance like an all-star. Join Cash Collins and Joe Martins of CFO Solutions as they share practical insights and on-the-field experiences for incorporating data analysis, what-if and top-down modeling, and driver-based forecasting into modeling processes. You'll also learn how to start small to gain buy-in from executive sponsors on the value of dynamic planning and then gradually scale up to more complex models.

Key Takeaways

Who is CFO solutions

00:47 MIN

Creating initial use cases for Dynamic Planning that have low effort and high impact

04:16 MIN

Going one step further with Breakback in Dynamic Planning

04:32 MIN

Adding value and insight into your organization with a fully integrated lever-based, driver-based forecast

07:26 MIN

DESCRIPTION

In challenging climates, the business looks to Finance and Accounting to level up from reporters and commenters to analysts, influencers, and strategic business partners. But taking a crawl, walk, run approach to dynamic planning will help you make data-driven decisions and improve financial performance like an all-star.

Join Cash Collins and Joe Martins of CFO Solutions as they share practical insights and on-the-field experiences for incorporating data analysis, what-if and top-down modeling, and driver-based forecasting into modeling processes. You'll also learn how to start small to gain buy-in from executive sponsors on the value of dynamic planning and then gradually scale up to more complex models.