Finance
Finance insights for understanding financial performance, investment decisions, and value creation. Browse practical analysis of financial concepts, markets, and the information behind sound decisions.
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Tools for a Fractional CFO, Bunker vs. Reach Reporting for FP&A and Accounting
Compare Bunker and Reach Reporting for fractional CFO work, including financial dashboards, transaction visibility, reporting, planning, and client collaboration. Continue reading
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LCV is for client unit economics, True Profitability is for product unit economics and another approach to drive value in your SaaS business.
Learn how True Profitability reveals product and customer unit economics, complexity costs, margin drag, and strategic opportunities in SaaS businesses. Continue reading
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Managing a Loan Portfolio with Great Analytical Tools
Learn how advanced analytics and automation can improve consumer loan portfolio reporting, cash flow forecasting, risk management, and strategic decision-making. Continue reading
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Recurring revenue modeling can be tricky, using cancellation curves can improve precision and results
Learn how cohort-based recurring revenue models and cancellation curves improve SaaS forecasts, retention insight, and operational planning precision. Continue reading
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Key considerations for SaaS (or any recurring revenue) financial models
Explore the core components of a SaaS financial model, including MRR, ARR, churn, CAC, LTV, cost projections, cash flow, and break-even planning. Continue reading
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Unlocking Value Creation: The Power of Lifetime Customer Value in Operational Execution
Learn how Lifetime Customer Value (LCV) connects customer economics to enterprise value and helps operators align acquisition costs, margins, and growth decisions. Continue reading
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Unveiling the Enigma: Contrasting Consumer Cash Reserves with Escalating Credit Card Delinquencies
Explore why rising consumer cash reserves can coexist with worsening credit card delinquencies, and what this divergence reveals about household financial stress. Continue reading
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Decoding Consumer Balance Sheets: A Deeper Dive Beyond Savings Rates
Look beyond headline savings rates to understand consumer cash balances, household wealth differences, and the economic signals shaping spending and resilience. Continue reading
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How We Replaced an Implementation of Workday Adaptive Enterprise Planning Management with Microsoft’s PowerBI Tailored for FP&A Reporting
Learn how a finance team replaced a difficult Workday Adaptive Planning rollout with Power BI reporting tailored to FP&A, Excel forecasts, and accounting data. Continue reading
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Unlocking Consumer Loan Pricing: A Deep Dive into Survival Regression Algorithms
Discover how survival regression models can support dynamic consumer loan pricing by estimating payment-level default risk and probability-adjusted cash flows. Continue reading