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Finance Best Practices

Best practices for financial analysts and those doing the hard work


How value-added finance works

How value-added finance works

the 5 key aspects to master

Jan 17, 2026

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9 min read

Don't forget to add value

Don't forget to add value

When the noise stops, most FP&A teams forget what matters most

Oct 25, 2025

•

4 min read

Insights over everything

Insights over everything

just skip to the best part

Oct 11, 2025

•

7 min read

My first 45 days as head of finance

My first 45 days as head of finance

better than I deserve

Sep 16, 2025

•

7 min read

Your forecast is your greatest tool

Your forecast is your greatest tool

how to leverage it for good

Sep 14, 2024

•

5 min read

Grassroots finance transformation

Grassroots finance transformation

plus an offer to join my new program

Sep 7, 2024

•

8 min read

2 magical questions for better reporting

2 magical questions for better reporting

Reporting is simultaneously the greatest gift and the largest curse of FP&A

Aug 31, 2024

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6 min read

Where to focus your energy

Where to focus your energy

don't waste your time on anything else

Aug 24, 2024

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7 min read

FP&A and the budget

FP&A and the budget

nothing but opportunity

Aug 10, 2024

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8 min read

The most valuable analysis

The most valuable analysis

don't sleep on this ratio

Aug 5, 2024

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8 min read

When to start your budget process

When to start your budget process

now!!!

Aug 3, 2024

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10 min read

Reporting strategies for FP&A

Reporting strategies for FP&A

less is more

Jul 27, 2024

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7 min read

The only skill you need

The only skill you need

want to be an FP&A Sr Mgr?

Jul 20, 2024

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7 min read

The 1 meeting FP&A needs to have

The 1 meeting FP&A needs to have

the forecast review meeting

Jun 22, 2024

•

12 min read

Does forecast accuracy matter?

Does forecast accuracy matter?

it’s the most important finance KPI

Jun 15, 2024

•

10 min read

Who owns the forecast?

Who owns the forecast?

it's not finance, imo

Jun 8, 2024

•

9 min read

The Best Forecast Methodology

The Best Forecast Methodology

it’s not throwing darts

Jun 1, 2024

•

10 min read

The Secret to Driving Action

The Secret to Driving Action

don't be an analytical zombie

May 18, 2024

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11 min read

How to Find Seasonality In Data

How to Find Seasonality In Data

you'll feel like a wizard

May 12, 2024

•

7 min read

How I Make Finance Fun

How I Make Finance Fun

it has nothing to do with excel

May 12, 2024

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5 min read

The fastest way to promotion

The fastest way to promotion

it's all about the juice

May 12, 2024

•

6 min read

Predicting customer churn

Predicting customer churn

cohorts, segmentation, and backtesting OH MY!

May 11, 2024

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11 min read

Predictive modeling for finance

Predictive modeling for finance

the business problem is the key

May 4, 2024

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11 min read

Cut your reporting time in half (at least)

Cut your reporting time in half (at least)

Apr 20, 2024

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6 min read

3 signs you shouldn't build that report

3 signs you shouldn't build that report

Apr 6, 2024

•

5 min read

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