Financial analysis is at the heart of financial planning and analysis (FP&A). With an end goal of optimizing the use of capital and resources, it helps answer three questions: what happened, what does it mean and what should we do next? MORE.

Recent Articles

  • May 6, 2026

    How Finance Professionals Can Use AI — Without Losing Their Minds

    There are trainings and classes for effective GenAI prompt writing everywhere. But all the training in the world won’t help you if you don’t know what to ask. And in any high-thinking profession, that equates with knowing the intricacies of the subject matter.
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  • Apr 28, 2026

    The 90 Days After a PE Deal Closes

    The 90 days immediately after a PE deal closes define sponsor relationships, capture or lose value, and set the foundation for exit success. During this time, sponsors look at how the finance team communicates, how quickly it escalates issues and whether it understands the investment thesis.
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  • Apr 28, 2026

    The 90 Days Before a PE Deal Closes

    The finance leader who uses the pre-close window intentionally arrives close with a functioning 13-week cash model, a realistic assessment of their team's gaps, a working knowledge of the debt covenants and a clear understanding of what the sponsor needs to see in the first board package.
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