Introduction CFOs have invested heavily in building sophisticated finance technology stacks. ERP systems capture every transaction, automation tools streamline workflows, FP&A platforms support planning, and BI solutions visualize performance. Treasury and compliance tools ensure oversight. Yet despite all of this, most finance teams remain anchored to the most familiar tool of all: Excel. Surveys show […]
Introduction In many boardrooms, the CFO presents a forecast with confidence — only to face a CEO who nods politely but privately wonders, “Do I really believe these numbers?” It’s not mistrust of the person. It’s mistrust of the process. Why? Because too many forecasts are built inside an internal echo chamber — numbers informed […]
Introduction Six months ago, your forecast looked solid. The plan was ambitious but reasonable. The board approved it. The teams aligned around it. And then… reality happened. Now it’s mid-year—and the numbers are in. Growth is off pace. Costs aren’t behaving. Cash isn’t moving the way it should. What felt like confidence in January now […]
Introduction In today’s volatile environment, forecasting is no longer just a finance function—it’s a survival skill. Yet many organizations are placing unprecedented trust in AI-generated projections without validating the assumptions beneath them. Forecasts are built faster than ever. But speed has come at a cost: strategic blind spots, inflated expectations, and unrecognized financial risk. The […]
Introduction At the start of the year, the CEO’s mandate was bold and crystal clear:Grow revenue by 15% — no additional headcount, no margin erosion. The Board was aligned, leadership bought in, and early results suggested the plan was working. But by mid-year, the story changed. Revenue was close to target, yet cash was tightening. […]
Introduction In the high-stakes world of sell-side mergers and acquisitions (M&A), robust growth can capture buyer interest, but financial weaknesses uncovered during due diligence can significantly undermine valuations. Financial GPS™, powered by CxO Analytics, equips companies to strengthen their financial foundation before entering the market, ensuring they achieve premium outcomes. This case study explores how […]
Welcome to today’s episode where we dive deep into the critical world of financial forecasting. In today’s rapidly evolving business landscape, accurate financial forecasting is no longer just a nice-to-have, it’s a vital tool that guides strategic planning and helps companies navigate both opportunities and potential pitfalls
Introduction In today’s rapidly evolving business environment, corporate boards face increasing pressure to make well-informed, strategic decisions. Financial performance, industry trends, and external economic factors all influence a company’s future, yet many boards still rely on static internal reports. This limited view can create blind spots, leading directors to miss emerging risks, competitive shifts, and […]
Introduction In the world of mergers and acquisitions (M&A), traditional financial metrics often fail to tell the full story. Just as a sports team might overlook a player’s weaknesses despite strong stats, M&A deals can suffer from an overreliance on surface-level numbers like revenue and market share. These figures may appear impressive but can mask […]
Introduction The 2011 film Moneyball tells the story of the Oakland Athletics’ 2002 baseball season, where General Manager Billy Beane revolutionized the sport by using data analysis to assemble a competitive team on a limited budget. Rather than relying on traditional scouting methods, Beane focused on undervalued metrics—such as on-base percentage and runs created—to identify […]
Email us:
info@cxoanalytics.com
Give us a call, we’d love to talk.
770.971.5025