?? Struggling to forecast revenue with accuracy? FinQore (Formerly SaaSWorks)'s latest webinar, led by Paul Barnhurst - "The FP&A Guy"—dives into the essential tools and techniques you need to refine your revenue forecasting strategy. ??? Key Takeaways from the Webinar: - Understand key forecasting challenges for FP&A teams - Discover various revenue forecasting models - Learn how to choose a forecasting model for your business - See how advanced platforms like FinQore streamline and elevate data processes ?? Click here to read the detailed takeaways and proven strategies as shared by Paul: https://lnkd.in/erX6_VxE Connect with FinQore (Formerly SaaSWorks) to explore how we automate your data prep. Let's drive accurate revenue forecasts together! #FPA #RevenueForecasting #FinancialPlanning #BusinessGrowth #FinQore #FinanceLeaders
FinQore (Formerly SaaSWorks)
科技、信息和网络
Boston，MA 1,215 位关注者
Democratizing the data-driven insights and expertise required to build and manage high-growth, high-value companies
关于我们
FinQore (formerly SaaSWorks) equips Finance Teams at complex, sophisticated businesses to drive strategic decisions by powering a single source of revenue, customer, and usage truth. Our continuously managed solution unifies, monitors, and streams data and insights back to you without the high-cost of big teams and external firms, or the tight constraints of one-size-fits-all solutions. Finance Teams choose FinQore to maximize focus and insights, minimize cost and complexity, and mitigate errors and expenses.
- 网站
-
https://www.finqore.com
FinQore (Formerly SaaSWorks)的外部链接
- 所属行业
- 科技、信息和网络
- 规模
- 11-50 人
- 总部
- Boston，MA
- 类型
- 私人持股
- 创立
- 2019
- 领域
- SaaS、Software as a Service、Subscription Companies、Customer Success和Revenue Operations
地点
FinQore (Formerly SaaSWorks)员工
动态
-
?? Join Us for Our 5th CFO Roundtable in Toronto ?? We are delighted to invite Toronto’s CFOs and Finance Leaders to an exclusive roundtable gathering on October 17th, 2024! ?? This Roundtable will feature an engaging discussion led by Donna de Winter recognized as one of the Top 50 Women Leaders in SaaS 2022 by the Software Report. Why You Should Attend: * Participate in candid conversations on AI’s impact on finance. * Explore key KPIs crucial in today’s macroeconomic climate. * Discover strategies for building lean, high-performing finance teams. * Gain valuable insights into the outlook for 2025. Since our launch, we’ve had the pleasure of hosting over 60 CFOs and finance leaders in Boston, New York, and Austin. After receiving fantastic feedback, we’re excited to bring this exceptional event to Toronto. ?? Spots are filling up fast! Don’t miss your chance—secure your invitation today: https://hubs.li/Q02Ngw9L0 Connect, learn, and grow with the best in finance. We can’t wait to welcome you! ?? #CFORoundtable #FinanceLeaders #TorontoEvents #Networking #AIInFinance
-
-
?? FinQore (Formerly SaaSWorks) is delighted to be sponsoring the #JAMFINTOP2024 Annual Summit! ?? We warmly invite all JAM FINTOP business leaders at the Summit to participate in the #CFORoundtable on Tuesday, Sept. 24th at 9:00 AM on the Green Track. ??? Join the discussion with John Kinzer (Experienced Board Member, former CFO-HubSpot) and Vipul Shah (Co-Founder, CFO - FinQore) on "Scaling Smarter" and explore why high-growth companies should rethink their approach to finance early. Don't miss out on this chance to explore critical questions and network with fellow business leaders. We look forward to seeing you there! #CFO #FinanceLeadership #ScalingSmarter #FinQore
-
-
???Join us for an insightful webinar on #RevenueForecasting along with Paul Barnhurst, The FP&A Guy, this Thursday at 2:00 PM EST! ???As you build your 2025 revenue forecast, have you been wondering: - What are the different forecasting methodologies? - Which ones align best with my business model? - What data inputs should I consider? - What are the best forecasting practices? In this session, Paul will dive into these questions and more, equipping you with the strategies to refine your forecasting approach. #Bottom_line: ?? While there are several forecasting methodologies it really comes down to powering it all with data that accurately represents your business. At FinQore, it is our mission to help you automate your data processes so you can #confidently_forecast with the most accurate, continuously updated, and deeply segmented revenue and customer data. ?? Don't miss out! Join our webinar: https://lnkd.in/gPf4vB8r ??? Date: September 12th, 2024 ?? Time: 2:00 PM EST #FinQore #CleanData #Forecasting #FPNA
Helping FP&A Professionals provide value to their businesses | Founder of The FP&A Guy | Host of 3 popular Finance podcasts | Microsoft MVP
Boss, I have bad news. It's month one, and we have virtually no chance of hitting the plan this year, and it is my fault. ?? I still vividly remember my first year forecasting revenue for a SaaS business. I was thrown into the role with virtually no training or guidance, and I messed up the churn forecast. Churn was more than double what we anticipated in month 1, and sales were lower; we never recovered. That was a tough message to deliver to the business, but it taught me a lot. Regarding forecasting revenue, I have learned two things that are key to building a robust forecast for almost all businesses. ?Data - You need the right data, and you need clean data, or at least clean enough to guide your thinking and forecasting. ? Business Knowledge—Understanding the business allows you to build a model that incorporates the key drivers that impact it. Without business knowledge, it is very hard to get the drivers right. In FP&A, many spend up to 50% of their time cleaning their data, which is still a real problem. I remember spending the better part of a year cleaning the data in our billing, operational, and CRM systems so that I could forecast and report at a level that allowed me to have meaningful discussions with the business.?In order to clean the data accurately, I had to learn the business deeply?and have many conversations with the operational team. When I was done, we had a model that allowed us to have meaningful discussions with the business on key customers and products and discuss how the business was performing. It was amazing how much more productive the meetings were with good data and business knowledge. This is why I am so excited to be joining FinQore (Formerly SaaSWorks) for an upcoming webinar to discuss revenue forecasting. FinQore is dedicated to delivering accurate, continuously updated, and deeply segmented data, analytics, and insights that you can confidently act on The Key Topics for this webinar include: ?? Importance of clean data for accurate forecasts ?? Effective methods for forecasting revenue ??? Tips for building a robust revenue model ?? You will gain actionable insights and receive a free revenue forecasting template Date: September 12th Time: 2:00 PM EST ?? Register Now https://hubs.li/Q02MS6kb0 I hope you will join me for this webinar. In the comments, let me know what you believe is most important to building robust revenue forecasts that allow you to have meaningful conversations with the business.
-
-
We're excited to share that Jim O'Neill, CTO & Co-Founder of FinQore (Formerly SaaSWorks) will be speaking at TiECON East 2024. ?? At the 'Fostering Growth: Crossing the Chasm' panel, Jim will share insights on effective methods for integrating AI into business processes to scale efficiently. Event Details: ?? Date: September 13, 2024 ?? 10:35 AM – 11:05 AM EST ?? Location: Grand Ballroom @ Sheraton Boston Check out event details and register for event: https://hubs.li/Q02MMR6p0 #TiECONEast2024 #Entrepreneurship #Innovation #FinQore #SaaSWorks
-
Join Webinar: Smarter Revenue Forecasting with FinQore (Formerly SaaSWorks) and Paul Barnhurst ("The FP&A Guy") Are you ready to take your forecasting to the next level? Join our exclusive webinar on September 12th at 2:00 PM EST to enhance your forecasting skills. Key Topics: - The importance of clean data for accurate forecasts - Effective methods for forecasting revenue - Tips for building a robust revenue model Register Now — Limited Spots Available: https://hubs.li/Q02MS6kb0 Gain actionable insights and receive a free revenue forecasting template. #Finance #Forecasting #FinQore #SaaSWorks #TheFPAGuy #SingleSourceOfTruth
-
-
We are excited to share that our co-founder and CTO Jim O'Neill will be presenting at TiECON East 2024, sharing his insights on how to foster efficient growth in the era of AI.
Check out the exclusive interview. Conference Session Lead, Nikhil Goray, TiE Boston Charter Member and Principal at Deloitte Consulting, shares key insights on the upcoming session, Fostering Growth: Crossing the Chasm at TiECON East 2024. Don’t miss this chance to hear from industry leaders like Greg Jarboe and Jim O'Neill on how to take your business to the next level. ?? Date: September 13, 2024 ?? Location: Sheraton Boston Watch Now:? https://lnkd.in/dpvn3x_2 #TiECONEast2024 #ScaleUp #BusinessGrowth #Entrepreneurship #TiEBoston #LeadershipInsights TiE New York Manjusha Tipre Archana Savkar Jignesh Patel Lomesh Shah TiE Toronto, Upasana Sharma,?Mahendra Naik TiE Vijay Menon, Amit Gupta, Madan Padaki Poonacha Machaiah?Nishith Desai Associates, Vaibhav Parikh Bhaskar Panigrahi Nithya Iyer Singh Purnanand Sarma Joseph F. Yash Shah ★ Rowena Kay Mascarenhas, Adam Carter Dean Walsh, Lawrence B. Dharti Arvind Desai Rakesh Kamdar Innospark Ventures Analytix Solutions Uplers Arent Fox Nishith Desai Associates HSBC Innovation Banking suba kota Blue Cloud Ventures Mikro Grafeio (Beyond Workspaces) Nithya Iyer Singh Meena Subramanyam?Sudhakaran Prabakaran, Ph.D.
Nikhil Goray on TiECON East’s Session on "Fostering Growth: Crossing the Chasm" and When To Scale Up
https://www.youtube.com/
-
FinQore (Formerly SaaSWorks)转发了
?? CFO Roundtable Insights: Best Practices for Data Hygiene & Governance! At FinQore (Formerly SaaSWorks) Q4-2023 Boston CFO Roundtable, financial leaders gathered to discuss the crucial role of the office of the CFO in maintaining data hygiene and governance for the entire organization. A key takeaway? Cultivating buy-in across the organization is essential for ensuring that everyone maintains good data hygiene and is ultimately working with a single source of financial truth. ?? Best Practices Shared: - Involve Stakeholders: Collaborate with key allies like the CRO to foster a culture of data accuracy. - Highlight Incentives: Show stakeholders how improved data quality leads to tangible benefits. - Focus on Process: Streamline processes to ensure data integrity and usability. - Embed Financial Analysts: Integrate finance experts within teams to ensure consistent data usage and analytics. While CFOs highlighted that "Data Readiness and Hygiene" was a top priority for 2024, I believe this continues to remain top of mind for CFOs as we head into 2025. ?? Link to detailed blog article available in the comments below. #CFO #DataGovernance #DataHygiene #FinanceLeadership #DataDriven
-
-
FinQore (Formerly SaaSWorks)转发了
Not all customers are the right fit for your product. It can be tempting to think all business is good when you are early in your go-to-market strategy, but finding the right customers helps reduce churn and improves revenue quality. Learn more from Vipul Shah, Co-Founder (CEO & CFO) at SaaSWorks, about finding the right customers and improving the quality of your revenue in our episode of SaaS Scaled. https://lnkd.in/gpPiFayE
-
-
?? We are excited to host our largest CFO Roundtable yet, right in our hometown of Boston ??
?? Hosting our Largest CFO Roundtable in Boston! FinQore (Formerly SaaSWorks) is thrilled to be hosting our 4th CFO Roundtable in Boston today, in collaboration with Fidelity Private Shares and LinkSquares. This is our largest gathering yet, with 26 finance leaders joining to discuss fund-raising strategies and crucial KPIs in today's challenging macro-economic climate. ?? ?? 50% of our attendees are CFOs from B2B SaaS companies, 31% Principals from Boston's top PE and VC firms, and finance leaders from the Healthcare, Education, and Consumer Discretionary sectors. ?? This roundtable promises to be an enriching experience, and to keep growing this community of CFOs we are already gearing up for our next roundtable in Toronto on October 17th! Are you a Toronto-based CFO interested in joining our upcoming Roundtable? Click here to register: https://hubs.li/Q02LpFjR0 Let's keep the conversation going! #CFOLeadership #BusinessGrowth #FinQore #CFORoundtable #KPIs #Fundraising
-