-
How a Financial Model Serves as Your North Star
A financial model roadmap is a helpful rubric for any founder or entrepreneur. I’ve witnessed firsthand the transformative power of a sound financial model. It’s not just a set of spreadsheets; it’s the North Star that guides a business through the unpredictable seas, even in the startup world, but especially as your business grows and… Continue reading
-
The Hidden and Visible Sources of Truth in Olympic Competition Data
The Olympic Games are the pinnacle of athletic achievement, where fractions of a second or millimeters can separate gold from silver. I was wondering how this all gets done. So many competitions, so many competitors, so many judges. It’s a large-scale real-time data mash-up. Behind the scenes, a complex network of measurement systems and protocols.… Continue reading
-
CrowdStrike’s Patch Debacle and the Impact on Business Intelligence Systems
For business intelligence, the CrowdStrike patch debacle had far-reaching consequences for across different layers of the data stack. For businesses relying on external data sources, such as travel companies or services like TripIt that depend on, say, Delta Airlines’ data, the CrowdStrike incident could have caused significant disruptions to their users and to the internal… Continue reading
-
Bridging the Gap: How Fractional CFOs Can Help Microcaps with Their Unique Challenges
Fractional CFO can help microcaps with their unique challenges using many of the same techniques applicable to private companies. A little bit of a tangent this week from financial analytics topics and a dive into the practicalities of CFO work and how it integrates into investor relations and value creation. I’ve worked with private companies… Continue reading
-
TikTok vs Meta Are A Worthy Comparison of AI Advertising Platforms
In the ever-evolving landscape of digital advertising, TikTok vs Meta platforms are a worthy comparison of AI Advertising Platforms. Meta’s Advantage+ advertising platform stands out as a prime example of this trend, offering automated solutions that leverage machine learning to optimize ad performance. TikTok has been evolving its strategy for over 2 years and now… Continue reading
-
The Convergence of Excel and Power BI
I eagerly await each new step in the convergence of Excel and PowerBI. More efficiency and productivity are the gains I foresee as a result. As some of you know, I have designed and built full PowerBI systems with the requisite personnel to create a true business intelligence consulting service inside organizations. It goes without… Continue reading
-
PowerQuery can Elevate QuickBooks Analysis in Excel
For those of you that know me, I am an efficiency seeker and delegator in the best (worst) possible way. I want processes that are repeatable and easy to understand. PowerQuery can elevate QuickBooks Analysis in Excel by streamlining QuickBooks reports that are not Excel Table friendly. This kind of data manipulation has become crucial… Continue reading
-
SAAS Revenue KPI Alignment: Creating Compelling Financial Narratives, A Fractional CFO Perspective
In the dynamic landscape of SaaS business growth, SAAS Revenue KPI alignment and the resulting ability to present a clear and compelling financial narrative to potential investors is paramount. This narrative is underpinned by the strategic alignment of key revenue growth, customer retention and customer acquisition cost KPIs, which serve as indicators of the company’s… Continue reading
-
Tools for a Fractional CFO, Bunker vs. Reach Reporting for FP&A and Accounting
This year, I launched a Fractional CFO Services business. As part of my effort to streamline the financial reporting at my clients, I started using a software platform called Bunker, an innovative software company that provides great software for a Fractional CFO driving FP&A reporting, among other things. Bunker is specifically designed for fractional CFOs… Continue reading
-
Wondering about machine learning in your efforts? Let’s talk the basics about Random Forest and XGBoost.
The business generalist or expert in a specific aspect of business operations might wonder about machine learning and data science. Random Forest and XGBoost are two techniques that are related and commonly used in business predictive modeling. I want to give you some basics for these frequently used techniques so you can be sharp enough… Continue reading
