Capital Expenditure Forecasting: The Annual CapEx Number Is Not the Forecast
A practical FP&A guide to capital expenditure forecasting through project timing, commitments, cash payments and estimates to complete.
Budgeting – Master the art of budgeting and forecasting. Get expert tips on financial planning, cost management, and adapting to market changes with precision.
Operating Expense Forecasting: Stop Treating Every Cost the Same
A practical FP&A approach to operating expense forecasting: match the method to how each cost actually behaves instead of applying one assumption to every line.
The Budget Was Approved Long Before the Meeting
One of the more curious things I’ve noticed over the years is that budgets are often approved long before anyone walks into the conference room. That sounds ridiculous, of course. The meeting is on everyone’s calendar. The deck is polished. The assumptions have been circulated. People ask questions. Slides get skipped. Someone inevitably says, “Let’s […]
Modernizing FP&A with 21st Century Zero-Based Budgeting
The traditional budgeting process is broken. We know it, we live with it, and every December or January, we perform the same ritual — copy last year’s numbers, slap on a 3% increase, and call it strategic planning. That’s not strategy. That’s spreadsheet theater. As someone who has spent years entrenched in M&A integration, post-acquisition […]
Sarah Schlott
FP&A consulting, forecasting, accounting support and finance strategy for CFOs and growing finance teams.