Budgets vs Actuals: How to Build the Most-Used Report in Finance
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Budget vs Actuals is one of the most widely used reports in finance, but most teams either build it inefficiently or fail to extract real insight from it.
In this session, Josh Aharonoff, CPA, leading finance and Excel trainer with 480,000+ followers, will walk you through how finance teams should actually approach the report: how to structure it, automate it, and turn it into a decision-making tool rather than just a variance spreadsheet.
You’ll learn:
- Why the Budget vs Actual report is the backbone of financial management
- How to build the report efficiently so it doesn’t become a monthly time drain
- Several dashboard designs that make variances immediately clear to leadership
- Practical frameworks for writing clear variance commentary that explains the story behind the numbers
- Practical ideas you can immediately apply to improve your own reporting and make budget reviews far more valuable
Matt Mayer with Ramp will close with a live demo of Ramp Budgets, showing how to put the Budget vs Actual workflow into motion.
About the speakers
Josh Aharonoff, CPA
Founder & CEO, Mighty Digits
Josh Aharonoff is the founder & CEO of Your CFO Guy and Mighty Digits, an accounting firm that helps startups take control of their finance & accounting function. He also posts daily content around finance & accounting to an audience of over 400k followers across social media.
Matt Mayer
Product Marketing, Ramp
Matt is an experienced product specialist helping demonstrate and articulate the value of Ramp across its product lines. Prior to joining Ramp, Matt spent years at Salesforce as a Solution Engineer. He is based in NYC and spends his time running central park and dining around the city.
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