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Financial Forecasting When Modeling with Missing Data

February 10, 2020

The partner at my previous venture capital firm used to tell me that financial forecasting for startups should start at a granular level. Coming from a macro hedge fund background, I initially did not understand what that meant, as …Read More

Filed Under: Analytics, Blog, Finance, Forecasting Tagged With: analytics, finance, forecasting, missing data

Visualization vs. Analytics

December 5, 2019

This research paper defines the next generation Finance technology toolbox and how it is applied. It provides guidance on the fit of Data Visualization and Analytics tools in the stair-steps of the Evolution of Business Partnering, moving from …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, analytics, business partner, finance, report, sorensen, visualization, visualization vs analytics, zwerling

The Analytics Business Partner (ABP) – The Temperature of Finance 2020

November 27, 2019

In this, the fourth and last article of this series, we will take the temperature of where Finance is in its journey towards mastering Analytics Business Partnering.         The information in the article and more …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, analytics, business partner, finance, sorensen, temperature of finance, zwerling

The Analytics Business Partner (ABP) – The Capability Ladder for Finance 2020

November 5, 2019

In this, the third of four articles, we look to understand the Skillset and Toolbox needed for Finance 2020. Here, we explore a two dimensional business partnering framework and describe in deeper examples how to develop as a business …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, analytics, business partner, capability ladder, finance, sorensen, zwerling

The Analytics Business Partner (ABP) – Competencies of Finance 2020

October 23, 2019

Many articles have been published on Finance as the Trusted Advisor, the Modern CFO or the World Class Business Partner, but common for all is they don’t describe the “How”. How Finance becomes a better partner is not …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, analytics, business partner, finance, sorensen, zwerling

The Analytics Business Partner (ABP) – The Partnering Evolution of Finance 2020

October 9, 2019

This is the first of four articles on The Analytics Business Partner (ABP) defining how Finance should operate in the 2020 and beyond. Analytics Business Partnering outlines how Finance move from delivering the “table stakes” of clean and …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, analytics, business partner, finance, sorensen, zwerling

Unbiased Forecasting – Forecasting as a Service (FaaS)

September 17, 2019

The journey for Finance to transition from the hindsight looking Trusted Scorekeeper to the forward looking predictive Strategic Partner include investments in Systems, people and processes. Since most Finance groups are just starting their journey, how can they …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, Analytical Tools, analytics, FAAS, finance, Forecasting as a Service, prescriptive analytics, sorensen, systematic intelligence, unbiased forecasting, zwerling

Unbiased Forecasting – From Predictive to Prescriptive Analytics with Systematic Intelligence™

September 12, 2019

This is the third of four articles in the Unbiased Forecast series. In this article we articulate how Finance can use the predictive methods, described in article two, to influence the forecast decisions by providing predictive analytics for …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, Analytical Tools, analytics, finance, prescriptive analytics, sorensen, systematic intelligence, unbiased forecasting, zwerling

Unbiased Forecasting – Predictive Methods and Pros & Cons

September 3, 2019

This article is the second of four in the Unbiased Forecasting series. In this article we explore five unbiased forecast methods from the use of Excel to sophisticated analytics tools. Excel has limitations for the savvy strategic business …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, Analytical Tools, analytics, finance, Forecasting Methods, sorensen, unbiased forecasting, zwerling

Unbiased Forecasting – When Finance Lets the Data Talk

August 27, 2019

This article is the first in a series of four articles to explore Unbiased Forecasting. This article describes what is meant by unbiased forecasting followed by a second article about different unbiased forecast methods. In the third article …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, analytics, finance, sorensen, unbiased forecasting, zwerling

Systematic Thinking – Analytics & Unraveling Vendor Confusion

August 21, 2019

This, the fourth in a series of four articles, is about the definition of analytics to resolve the confusion vendors create with their claims about the capabilities of their tools. Here, we’ll discuss analytics, as many software vendors claim …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, analytics, finance, sorensen, Systematic Thinking, Vendor Confusion, zwerling

Systematic Thinking – The Rise of AI and Fall of the White Collar?

August 16, 2019

This, the third in a series of four articles, is an excerpt from the Collegiate Forum at the Richard Nixon Presidential Library. This article is a bit different from the previous two as we will explore the Background …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, AI, analytics, Artificial Intelligence, finance, Machine Learning, ML, sorensen, Systematic Thinking, zwerling

Systematic Thinking – Applications of Advanced Analytics to Improve Business Performance

August 8, 2019

This is the second in a series of four articles, on applications of advanced analytics to improve business performance. As business is awash in Excel, it is often at a lost to think beyond the limitations of that …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, analytics, finance, mindset, sorensen, Systematic Thinking, zwerling

Systematic Thinking – to Exploit Data for Better Insights

August 1, 2019

This is the first, in a series of four articles, on Systematic Thinking and the tools and techniques for exploiting data for better insights to render better data driven decisions. In this article we will explore the concept …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, Advanced Analytics, analytics, finance, mindset, sorensen, Systematic Thinking, zwerling

Assessing Finance – The Journey towards World Class

July 23, 2019

This is our fourth and last article of the four-part From Average to World Class series. So far, we have discussed the birth of Next Generation Finance, the Roadmap to implement an analytics culture, and the Mindset aspirations to decision making. In this article, we …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, analytics, culture, finance, mindset, partnering, roadmap, sorensen, zwerling

Mindset – The Start Button for World Class Strategic Partnering

July 16, 2019

In this, the third of four articles, we shall do a deeper exploration of the Mindset which is one of the four components in the analytics culture described in the second article (Mindset, People, Process, Systems). Mindset is the “start button” for how to …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, analytics, culture, finance, mindset, partnering, roadmap, sorensen, zwerling

The Roadmap to an Analytics Culture

July 9, 2019

This is the second of four articles describing the Finance journey towards becoming a world class strategic partner. In this article we describe the Roadmap for implementing an analytics culture that enables business leaders to take data driven decisions. …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, analytics, culture, finance, mindset, roadmap, sorensen, zwerling

Next Generation Finance – From Reporting Center to Predictive Powerhouse

July 2, 2019

This is the first of four articles unfolding the Finance journey towards World Class Strategic Partnering. Here we begin to build the framework to transition from today’s rear facing Finance, to tomorrows forward-looking Next Generation Finance. The original …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, analytics, culture, finance, mindset, next generation, sorensen, zwerling

Building an Analytics Culture Article Series – Assessment of Finance

February 19, 2019

This is the fourth of four blog posts written in collaboration by Robert J Zwerling and Jesper H Sorensen of the Finance Analytics Institute and is an excerpt from their book, Implementing an Analytics Culture for Data Driven Decisions. …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, analytics, culture, finance, mindset, next generation, sorensen, zwerling

7 Key Problems in Startup Financial Models

February 12, 2019

The following Insights post is contributed by Keith Davidson, Principal at Silverbridge Consulting. Keith, one of our top contributors, will be presenting at our Business Forecasting and Analytics Forum, March 25-26 and our Implementing Analytics Academy, March 25-27 in …Read More

Filed Under: Blog, Finance Tagged With: finance, financial analysis, Financial Modeling, Financial Reporting, Keith Davidson

Building an Analytics Culture Article Series – Mindset – The Beginning of an Analytics Culture for Data Driven Decisions

February 4, 2019

This is the third of four blog posts written in collaboration by Robert J Zwerling and Jesper H Sorensen of the Finance Analytics Institute and is an excerpt from their book, Implementing an Analytics Culture for Data Driven Decisions. …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, analytics, finance, mindset, next generation, sorensen, zwerling

Building an Analytics Culture Article Series – Roadmap to Implementing an Analytics Culture

January 22, 2019

This is the second of four blog posts written in collaboration by Robert J Zwerling and Jesper H Sorensen of the Finance Analytics Institute and is an excerpt from their book, Implementing an Analytics Culture for Data Driven Decisions. …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, analytics, finance, next generation, roadmap, sorensen, zwerling

Building an Analytics Culture Article Series – Next Generation Finance

January 8, 2019

This is the first of four blog posts written in collaboration by Robert J Zwerling and Jesper H Sorensen of the Finance Analytics Institute and is an excerpt from their book, Implementing an Analytics Culture for Data Driven Decisions. …Read More

Filed Under: Analytics, Blog, Finance Tagged With: academy, analytics, finance, next generation, roadmap, sorensen, zwerling

Building a High-Performing Finance Team – Part 2: Key steps in building a high-performing finance team

August 27, 2018

JPK Group

The following Insights post is contributed by Keith Davidson, Finance leader at ICS, the specialty logistics division of Amerisource-Bergen. Keith Davidson is one of our top presenters who will be presenting at our two summits in Chicago – our …Read More

Filed Under: Analytics, Blog, Finance, Forecasting Tagged With: High-Performing Finance Team

Develop a Strategic Approach Using Data

June 4, 2018

JPK Group

Data mining is the process of finding patterns, connections and correlations within large data sets to predict outcomes. Data mining enables companies to recognize patterns and establish relationships. Data mining involves analyzing data from various perspectives and summarizing …Read More

Filed Under: Analytics, Blog, Finance, Forecasting, Operations Planning Tagged With: Data Mining

What Makes a High Performance Team?

April 23, 2018

A high performance team consists of individuals with defined functions and complementary abilities, who maintain common goals, and who time and time again display high levels of collaborative innovation that creates high level outcomes. High performance teams often …Read More

Filed Under: Analytics, Blog, Customer and User, Finance, Forecasting, Operations Planning, Product Tagged With: High Performance Teams

Data Visualization Sensation

March 26, 2018

JPK Group

Data visualization is the presentation of data in a pictorial or graphical format. It enables decision makers to see analytics presented visually, so they can grasp difficult concepts or identify new patterns. With interactive visualization, you can take …Read More

Filed Under: Analytics, Blog, Finance, Forecasting, Operations Planning Tagged With: Data visualization

Bookmark Your Benchmark

March 19, 2018

JPK Group

Benchmarking is a means of comparing your company, operations, or processes against other companies of the same industry or in the larger marketplace. Benchmarking has the ability to be applied against any product, process, function or approach in …Read More

Filed Under: Analytics, Blog, Finance, Forecasting, Operations Planning, Product Tagged With: Benchmarking

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