FP&A Reporting
-
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
-
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
-
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
-
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
-
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