by jessicaotero | Oct 10, 2025 | Data Analysis, Data Management, Financial Modeling, FP&A, General BI and Data Management, Microsoft Excel, Planning, PowerAnalytics, PowerExcel, Reporting, Software, Solutions
You can turn your spreadsheet mess into an Excel database, and let us tell you why it is a power move. If your ERP or accounting system runs on SQL Server, you’re sitting on a goldmine of financial data! You can access that data with an analytical Excel...
by jessicaotero | Sep 29, 2025 | Business Intelligence (BI), Finance and Banking, Financial Modeling
This blog presents a pragmatic approach to foreign currency in financial models drawn from hands-on group consolidation work. An experienced FP&A leader doesn’t chase complexity—he or she organizes it. The method respects IFRS/US GAAP, keeps reports tidy, and...
by jessicaotero | Sep 16, 2025 | Business Intelligence (BI), Finance and Banking
Smart businesses don’t put all their eggs in one basket when making big investments. Instead, they use scenario planning to see how those investments might play out in different futures. This approach helps spot hidden risks and opportunities before committing...
by jessicaotero | May 2, 2025 | AEC, Financial Modeling, Industry Focus, PowerExcel, Reporting
For AEC firms to stay competitive and profitable, tracking the right financial performance indicators is essential. These metrics provide critical insights into operational efficiency, profit margins, and overall business health. With growing industry pressures—from...
by jessicaotero | Mar 13, 2025 | General BI and Data Management, Planning, Workforce/Payroll
Free Payroll Planning Templates to Help You Improve your Planning Process Managing payroll planning efficiently is a critical task for finance teams. Accurate payroll forecasting ensures proper budgeting, prevents unexpected expenses, and helps maintain financial...
