I think that the most important thing is that as you’re moving into rolling forecasting and creating more projections, you have to make sure that you’ve got a regular check-in. If you only keep generating projections and you don’t check how you’re doing against them, there’s no[...]
Carlson Thought Leadership in Finance & Technology
Is your rolling forecast delivering all of what it promised? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.
I think that if you’re not doing a rolling forecast or changing the way you think about your projections and using this to your advantage, you’re really missing an opportunity to capture key information and make better decisions. If you go back historically and look at how organizations[...]
Why do so many organizations struggle to achieve an optimal alignment between strategy and forecasting? Join us as Ethan Carlson, CEO of Carlson Management Consulting, kicks off ASK ETHAN, our weekly podcast designed to supply answers to your most daunting questions as we explore the strategies and best practices that are now empowering finance to drive change.
Ethan Carlson, CEO of Carlson Management Consulting, has signed on to be a featured co-host of the CFO Thought Leader Podcast. The CFO Thought Leader is one of the leading online publications for senior finance executives. The new weekly podcast program, titled “Ask Ethan”, will examine the issues facing today’s CFOs and finance leaders. Ethan, a seasoned finance executive and founder of a high growth consultancy, will discuss practical strategies and tactics for helping companies improve budgeting,[...]
As a consultant working with clients to transform their budgeting process, I put a priority on structuring budgets, plans, forecasts, and reports in ways that are more meaningful and provide better analysis with the appropriate level of granularity.
During a current implementation project of Adaptive Planning with Cetylite, a pharmaceutical manufacturer based in New Jersey, I was tasked with lining up the budget by vendor, which is at a lower level than the general ledger account. This approach would provide better expense management and reporting.