John Martin John Martin

Cash Flow Forecasting

The Importance of Cash Flow Forecasting

“The importance of accurate cash forecasting becomes even more pronounced during times of economic uncertainty and volatility. When businesses face heightened risks and unpredictable financial landscapes, it is essential to have a clear understanding of cash-flow dynamics. By leveraging precise cash forecasts, your organization can navigate unexpected challenges with greater confidence and resilience.”

Gartner: Importance of Cash Flow Forecasting

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Transition to a Rolling Forecast

Transition to a Rolling Forecast

“Now more than ever, finance leaders and their business partners need access to real-time information. But traditional forecasting doesn’t deliver: it’s too static, short-term and financially focused. A rolling forecast is the solution. It enables forecasts to provide greater visibility into future outcomes, better identify risks and opportunities, and inform operational and strategic decisions.”

Gartner: Rolling Forecast Implementation Tips

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McKinsey

Get Clear About the Economics: Insight into the Gritty Details is Key for Private Company CFOs

“The CFO will need insight into the gritty details of what creates value and cost at the portfolio company, probing fixed and variable costs that reveal what matter most in the business’s operating leverage.”

McKinsey & Company, The Private company CFO: Essentials for success

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Deloitte

Finance in 2025: Focus will Shift to Catalysts and Strategists using Predictive Capabilities

“Finance also will be expected to provide more scenario planning and using advanced analytics to help solve problems and develop predictive capabilities.”

WSJ CFO Journal, Finance in 2025, by Deloitte,

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KPMG

Migrating to Cloud-based Planning Drives Ability for Rapid Forecasting Virtually on Demand

“Over time, migrating to cloud-based planning solutions will help make future changes to the forecasting process, and automation of many of its steps, faster and easier. The ultimate goal: the ability to do smart, rapid reforecasting virtually on demand.”

KPMG, COVID-19 and the CFO Business Planning and Forecasting

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AlphaEdison

Investors Appreciate a Well-Honed Financial Model for Insight into Both the Business and the Entrepreneur

“What we care very deeply about is assessing the quality of thought of entrepreneurs and the assumptions they make about their business and how it scales. A good financial model is a numerical reflection of a business.”

AlphaEdison, Your Financial Model is Wrong But Still Important

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John Martin John Martin

EY

Three Reasons Why A Start-Up or Scale-Up Business Needs a Dynamic Financial Model

  1. To build an economically viable business

  2. To be prepared for the fundraising process and avoid running out of cash

  3. To inform yourself and your shareholders how your company is doing against its targets

EY, The Ultimate Guide for Financial Modeling for Startups

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