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Finance Best Practices

Best practices for financial analysts and those doing the hard work


My first 45 days as head of finance

My first 45 days as head of finance

better than I deserve

Sep 16, 2025

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7 min read

Your forecast is your greatest tool

Your forecast is your greatest tool

how to leverage it for good

Sep 14, 2024

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5 min read

Grassroots finance transformation

Grassroots finance transformation

plus an offer to join my new program

Sep 7, 2024

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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

•

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

•

10 min read

Reporting strategies for FP&A

Reporting strategies for FP&A

less is more

Jul 27, 2024

•

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

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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

•

11 min read

How to Find Seasonality In Data

How to Find Seasonality In Data

you'll feel like a wizard

May 13, 2024

•

7 min read

How I Make Finance Fun

How I Make Finance Fun

it has nothing to do with excel

May 13, 2024

•

5 min read

The fastest way to promotion

The fastest way to promotion

it's all about the juice

May 13, 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

•

6 min read

3 signs you shouldn't build that report

3 signs you shouldn't build that report

Apr 6, 2024

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5 min read

Measuring forecast accuracy

Measuring forecast accuracy

Mar 30, 2024

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5 min read

The hardest thing to do in finance

The hardest thing to do in finance

proving causation

Mar 6, 2024

•

6 min read

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