Guide

The CFO’s Guide to Planning and Analysis: How to Hit Your Goals and Be Ready for What’s Next

The CFO’s Guide to Planning and Analysis: How to Hit Your Goals and Be Ready for What’s Next

Pages 9 Pages

This business guide explains how CFOs can institutionalize continuous planning and analysis so the organization can reassess assumptions, reallocate resources, and respond quickly to shifting market conditions. It emphasizes that planning should flow from a multi-year strategic plan with measurable milestones and KPIs, but that faster-changing opportunities require more frequent updates and closer CFO–CEO alignment. The guide argues that automation is essential to move from month-end to continuous close, freeing finance teams from repetitive work and reducing errors so they can focus on analysis and scenario modeling. It also recommends widening forecasts with external data and structured customer feedback, and using cloud analytics tools instead of spreadsheets for what-if planning. The g

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