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 | 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 somethinginc | Mar 26, 2025 | Finance and Banking, Financial Modeling
No longer reduced to a back-office function, today’s financial planning and analysis (FP&A) processes consistently evolve into a strategic cornerstone for organizational success. As businesses expand, managing internal finances becomes increasingly complex,...
by dfernandes | Feb 10, 2025 | Financial Modeling, Planning, PowerExcel, Software
There’s a secret to getting better. Better results. Better focus. Better work-life balance. It’s not a miracle or a one-size-fits-all answer, and it’s certainly not about doing more. Instead, it’s about working smarter, not harder. The tools and methods we rely...