How do you lay the foundation of a strategic FP&A function? Join us as Barak shares his CFO mind-set and recounts the steps that Findly has taken over the last year to establish a robust financial planning and analysis function.
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Midmarket Change Agents: Finance Executives and the Flow of Actionable Data in Middle-Market Firms YOURS FREE – A Middle-Market Executive/Blackline Systems Report
FP&A: Under the Hood
“This is our first year, so we have focused on obtaining the data and collaborating and coordinating with other departments so that we have the right data and are able to present it. This process is almost complete. Where we go from here is first to focus less on the gathering and cleanup of data and more on the business-focused modeling, and secondly to begin developing some dashboards.”