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A modern approach to planning, analysis and reporting

Do you feel the month-end dread? Are manual tools & processes, stressful deadlines and stretched resources causing you and your team headaches?

If 2020 taught us anything, it is that financial planning & analysis (FP&A) teams need strong FP&A capabilities that allow them to test financial levers, quickly re-forecast and make data-driven decisions at speed. Watch this webinar to learn:

  • How to free up your finance team from static reporting by putting critical financial numbers directly into a data analytics environment
  • Value of democratizing your financial data (with permissions in place), so you can empower users to effectively answer their own questions quickly
  • Making your financial statements (P&L, balance sheets, cash flows) more interactive, allowing users to slice and dice transactional data, track performance and customize reports
  • Modern budgeting approach that saves time and improves outcomes by streamlining the process and facilitating collaboration with automated workflows
  • Rolling forecasts that more accurately reflect your business reality
  • Harnessing your financial and operational data to make timely, data-driven decisions based on key drivers for your business

Watch the webinar on-demand by completing the form.


The speakers

dan_harrisonDan Harrison

Chartered accountant

Page Schrock headshotPage Schrock

Solutions consultant



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