Top 10 Financial Management Skills for CFOs
In a business world fueled by new technology and constant change, the finance function—and the CFOs who lead it—must be adaptable to succeed. Learn 10 key financial management skills to stay ahead.
Planning
Guidance and insights into financial and workforce planning.
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Four for Four: Workday Named a Leader in the Gartner Magic Quadrant for Financial Planning for the Fourth Year in a Row
Workday is thrilled to again be recognized as a Leader in the Gartner Magic Quadrant for Financial Planning Software for our Completeness of Vision and Ability to Execute.
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Scenario Modeling 101: A Framework for Strategic Financial Planning
Learn how a powerful scenario model’s carefully selected components can translate a future story into usable data.
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How to Conduct a Risk Assessment
Every business faces risks and uncertainty. With a structured risk assessment framework in place, your teams can navigate change and disruption with speed and resilience.
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How to Prepare a Budget Sheet Effectively
Finance leaders face constant pressure to balance financial growth with efficiency. Strong budgeting practices provide the structure to navigate shifting conditions with clarity.
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How to Manage Cash Flow: 8 Best Practices
More than 8 in 10 small businesses fail because of cash flow problems. To balance growth with financial stability, SMBs need smart systems and technology in place to make cash flow management continuous and effective.
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Sales vs. Demand Forecasting: What’s the Difference?
Modern forecasting demands a holistic approach and the right technology to support it. Learn how companies are connecting sales and demand forecasting with AI platforms to power predictive insight.
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10 Most Useful Excel Functions for Financial Analysis
Excel is still the most-used tool in the FP&A toolkit. Learn the advanced Excel functions finance professionals use for smart analysis, and why integrating Excel with financial management software is best.
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Optimizing Inventory Management for E-Commerce Businesses
In e-commerce, inventory directly shapes customer loyalty and financial performance. Companies that optimize it with the right strategies and technologies gain a stronger competitive position.
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CFO Playbook: Preparing for, Navigating, and Winning the Next Recession
Proactive finance leaders don’t just survive recessions. They strategically guide their organizations to thrive by fortifying financial resilience, driving innovation, and leading with transparent communication.
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The Ultimate Guide to ERP Implementation
ERP systems are one of the most critical technology investments companies make, yet implementation challenges often derail progress. A well-planned and executed ERP deployment can be the difference between failure and success.
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Predictive Analytics Techniques for Business
Predictive analytics is reshaping the way organizations navigate uncertainty. By turning data into foresight, it gives leaders clarity to act decisively and keep the business moving forward, even when markets change.
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FP&A vs. Financial Analyst: Key Differences to Know
Financial analysts and FP&A professionals play complementary but distinct roles in maintaining a company’s financial health. Learn how the two differ in focus, responsibilities, career trajectory, and business impact.
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How to Prepare Financial Statements: 5 Essential Steps
Accurate financial statements are essential for making informed business decisions. Follow the steps in this guide to maintain reports that are reliable, consistent, and designed to drive strategic action.
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How Inventory Management Software Drives Small Business Growth
Smart inventory management is central to small business profitability and growth. With the right stock management software platform to support it, owners can position their businesses to make smarter resource planning decisions and operate with greater agility into the future.
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10 Accounting Reports and the Best Templates
The right accounting reports don’t just track the past—they guide the future. From essential templates to scalable systems, finance teams need to build reporting structures that drive smart, data-informed decisions.
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Revenue Cycle Management Automation: The Complete Guide
Automation is changing how revenue gets managed—from routine manual processes to strategic, integrated, forward-thinking processes. For finance teams, it’s creating space to move faster, think bigger, and stay ahead of what’s next.
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12 Sales Forecasting Methods for Enterprise Business
Forecasting isn’t guesswork—it’s strategy. From historical trends to AI-driven financial forecasting models, learn twelve proven forecasting methods that help enterprise leaders plan with clarity and precision.
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The 4 Make-or-Break Priorities for Professional Service Firms in 2025
Explore key trends and findings within the 2025 Professional Services Maturity™ Benchmark report—and how professional services organizations can leverage them for current and future success.
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Navigating Tariffs: Everything a CFO Needs to Know
Finance leaders must assess risks, evaluate supply chains, and plan for a variety of scenarios to minimize the effects of tariffs while maintaining organizational agility.
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How to Create a Financial Plan for Your Small Business
Small businesses often rely on ad-hoc financial planning even as evidence shows that a sound financial plan is key for growth. Read on to learn the components of a small business financial plan, its benefits, and common challenges.
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Why AI for Business Planning Is the Future
Business planning is no longer about static forecasts. Learn the ways AI-driven planning is transforming decision-making, improving forecasting, and helping businesses stay ahead of change.
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6 Scenario Planning Tools for Strategic Business Management
Navigating uncertain times is hard for any business—but it doesn’t have to be. Learn how scenario planning tools can set your business up for success.
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The State of AI in FP&A Right Now
AI is transforming the FP&A function by providing better data, faster insights, and smart analysis at scale. But to reap the benefits, organizations must understand the current state of AI in finance.
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Inventory Management vs. Warehouse Management
This article defines inventory management and warehouse management, the benefits and challenges of each, and why an integrated solution to managing the entire supply chain is the best approach.
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2025 Financial Planning Trends Every CFO Should Know
2025 is well underway—but what will the defining trends be for CFOs? Read on to learn about the importance of upskilling finance teams, adopting cloud-based solutions, and AI as a key enabler of integrated finance.
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Workday Named a Leader in the 2024 Gartner® Magic Quadrant™ for Financial Planning Software for Third Year in a Row
We’re honored to once again be recognized as a Leader in the Gartner® Magic Quadrant™ for Financial Planning Software for our completeness of vision and ability to execute.
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HBR Analytic Services Report: Focus Finance on Digital Transformation and Agile Planning
The report, which surveyed 265 members of the Harvard Business Review Analytic Services audience, explores the importance of digital transformation and agile planning within the finance function.
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How to Keep Up with an Ever-Changing Business Landscape
Continuous planning is more than faster forecasting—it encompasses specific planning practices that catalyze change and drive business agility across the organization.
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How Traditional Financial Planning Software Falls Short
Although most senior decision-makers would agree that planning has a direct impact on performance, the signs of outdated planning are distributed and often hard to spot.
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How to Make Finance Transformation Work for You
A successful finance transformation reduces reliance on manual, outdated, and low-value processes, empowering FP&A teams to focus on strategic finance initiatives.
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Workday Recognized as a 2024 Customers’ Choice for Financial Planning Software by Gartner® Peer Insights™
Workday has over 280 five-star reviews as of April 30, 2024, in the Gartner Peer Insights “Financial Planning Software Reviews and Ratings” report.
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3 Ways Healthcare Organizations Can Build Better Supply Chain Resilience
Healthcare’s supply chain challenges aren’t going away—in fact, they’re becoming more unpredictable. Here’s how organizations can respond to ongoing disruption with precision, agility, and resilience.
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Reimagining the Enterprise Experience With AI
Workday continues to deliver innovation to our customers, enabling advanced planning across the enterprise for increased productivity and better decision-making.
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4 Common Financial Reporting Challenges and How to Tackle Them
Creating timely, accurate, consolidated, and easy-to-digest reports doesn’t have to be a painful experience for FP&A teams.
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Shutterstock and Vancouver Coastal Health Move to Agile Planning for an Agile World
Faster, more confident decision-making starts with real-time access to data spanning the enterprise—so that finance can scenario plan in tune with a rapidly changing world. Shutterstock and Vancouver Coastal Health share their journeys to better planning.
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Elevate Financial Insights With Unified Planning and Consolidation
Today’s finance teams must work both faster and better, but too often are held back by the limits of their financial technology. Here's how to change that.
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The Future of Finance: How AI and ML Will Drive Better Financial Planning
At Workday, we’re building more capabilities into our financial management and planning solutions this year that leverage generative AI to boost productivity and efficiency. Learn more.
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Workday Named a Leader in the 2023 Gartner® Magic Quadrant™ for Financial Planning Software for Second Year in a Row
We believe our Leader position reflects the value customers gain by adopting Workday Adaptive Planning.
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Why Tech Leaders Should Rethink Data Management and Tap AI for Insights
Kieron Allen, analyst at Acceleration Economy, discusses the importance of data-driven insights, the role of tech leaders in extracting and implementing them, and the influence AI has on this critical business strategy.
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New Association for Financial Professionals Report: A Call for Business Agility
Learn how to ensure an agile finance function so your business can address change as it happens.
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Workday Adaptive Planning and Consolidation—Another Starting Point on the Finance Transformation Journey
Now there’s another starting point on the finance transformation journey for companies that desire to modernize their financial consolidation process along with their planning function. Learn about our new offering.
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Infographic: Learn How Workday Adaptive Planning Customers Realized 249% ROI
Forrester took a multistep approach to evaluate the impact that Workday Adaptive Planning can have on an organization. See the infographic for the results.
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Announcing Workday Adaptive Planning and Consolidation: Another Path to Finance Transformation
Learn how our new unified offering brings together the robust and agile planning of Workday Adaptive Planning with the comprehensive close and consolidation capabilities of Workday Financial Management.
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Drive Flexibility With an Agile Approach to Budgeting
Agile budgeting can help companies build confidence that they’re making the right choices in response to change—and work faster while they’re doing it.
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Bridging the Gap Between Finance and HR Delivers Positive Business Outcomes
By joining together to plan, measure, and optimize talent, finance and HR can elevate workforce planning, taking it from a static exercise that attempts to guess future needs to an active process that’s able to adjust to constantly changing operational realities.
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To Build a Better Supply Chain, Planning and Sourcing Teams Must Collaborate
A new report from Harvard Business Review Analytic Services finds that organizations that leverage collaborative technology between the financial planning and analysis (FP&A) and the sourcing and procurement functions can optimize their supply chain.
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The Need for Greater Planning Performance and Scalability
Organizations, especially large ones, need a planning platform that can handle big, complex models without compromising user experience. Learn how Elastic Hypercube Technology (EHT)—Workday’s next-generation, in-memory architectural engine for Workday Adaptive Planning—is making that possible.
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Workday Named a Customers’ Choice in the 2023 Gartner® Peer Insights™ ‘Voice of the Customer’: Financial Planning Software
Our Workday Adaptive Planning software has an overall rating of 4.8/5 based on 84 reviews from professional financial end users. Read on to discover what our customers have told us about the impact strategic business planning has had on their organizations.
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How Can You Make the Switch to Continuous Planning?
By envisioning and preparing for what’s ahead, organizations can be far more agile, proactive, and successful.
