Financial Reporting & Business Partnering
Improve financial reporting with guides on monthly close, board decks, KPI reporting, finance storytelling, and cross-functional partnering.
10 Articles
KPI Reporting Best Practices: Selecting, Tracking, and Communicating the Metrics That Matter
A comprehensive guide to selecting meaningful KPIs, building effective reporting frameworks, and ensuring that your metrics drive action rather than…
Monthly Close Process Improvements: A Practical Guide to Faster, Cleaner Closes
Learn how to streamline your monthly close process with proven techniques that reduce close time, improve accuracy, and free your…
Quarterly Business Review (QBR) Framework: Running Reviews That Actually Drive Performance
Learn how to design and run quarterly business reviews that move beyond backward-looking reporting to become genuine performance management forums…
Partnering with Sales, Marketing, and Product: A Finance Team's Guide to Cross-Functional Impact
Learn how finance teams can build effective partnerships with sales, marketing, and product organizations by speaking their language, adding value…
Building Executive Board Decks: How Finance Teams Create Presentations That Drive Decisions
A step-by-step guide to building executive board decks that communicate financial performance clearly, highlight strategic insights, and drive informed decision-making…
Finance Storytelling: Presenting Numbers That Persuade
Master the art of financial storytelling by learning how to transform raw data into compelling narratives that influence executive decisions…
Automating Financial Reporting Workflows: A Practical Roadmap for Finance Teams
A step-by-step guide to identifying, prioritizing, and implementing automation in your financial reporting processes, from data extraction and reconciliation to…
Management Reporting vs External Reporting: Understanding the Differences and Getting Both Right
Explore the fundamental differences between management reporting and external reporting, learn when each type is appropriate, and discover how to…
Building a Finance Business Partner Playbook: From Concept to Execution
A comprehensive guide to creating a finance business partner playbook that defines roles, establishes operating rhythms, and provides the frameworks…
Audit Readiness Preparation Guide: How to Make Your Next Audit Smooth and Stress-Free
A practical guide to preparing for financial audits, covering documentation standards, internal controls, common audit requests, and strategies to minimize…