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The Modern Financial Planning Blueprint

Jumpstart your 2022 planning and be the strategic partner your business needs. Use this guide for a more collaborative and agile approach to the annual planning process.

The Financial Iron Man: Profile of the Modern CFO

If a company's leadership team are the Avengers, the CFO should be its Iron Man. But finance leaders are often stuck in the background. Learn how a modern CFO takes a more strategic role in the business.

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The Financial Iron Man: Profile of the Modern CFO
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The Financial Iron Man: Profile of the Modern CFO
Financial Insights

The Financial Iron Man: Profile of the Modern CFO

The modern CFO should be the Iron Man of an organization. Here's an overview of what that means and what it takes to get there.
Joseph Garafalo
Joseph Garafalo
Chief Operating Officer
Modeling the Top Line: ARR Snowball for SaaS Revenue Forecasting Explained (Plus Template)
Strategic Planning

Modeling the Top Line: ARR Snowball for SaaS Revenue Forecasting Explained (Plus Template)

Looking to get a head start on top-line planning? Get an ARR snowball model template for accurate SaaS revenue forecasting.
Brad Mundell
Brad Mundell
Finance Manager
A Quick Guide to a Faster Financial Consolidation Process
Financial Insights

A Quick Guide to a Faster Financial Consolidation Process

Financial consolidation doesn't have to be such a painful process. Learn how to save yourself 15 hours per month.
Joseph Garafalo
Joseph Garafalo
Chief Operating Officer
5 Tips to Crush Your SaaS Board Meetings
Financial Insights

5 Tips to Crush Your SaaS Board Meetings

Want to crush your next board meeting? Follow these 5 tips from John Luttig, Principal at Founders Fund and Jervis Williams, CFO at Legion.
Joe Michalowski
Joe Michalowski
Content Strategist
Driver-Based Planning: A Guide for Agile Forecasting and Budgeting
Strategic Planning

Driver-Based Planning: A Guide for Agile Forecasting and Budgeting

Driver-based planning makes forecasting and budgeting more agile. Find out how to take this approach with your own models.
George Fullerton
George Fullerton
Business Operations and Strategy Analyst
How To Build a Finance Function for the Modern Era
Financial Insights

How To Build a Finance Function for the Modern Era

Finance can't afford to be reactive and tactical. Learn 3 keys to future-proofing a proactive, strategic finance function.
Joe Michalowski
Joe Michalowski
Content Strategist
G2 Names Mosaic a High Performer in Fall 2021 Reports
Company News

G2 Names Mosaic a High Performer in Fall 2021 Reports

Mosaic earned top spots in G2's Fall 2021 Report. Find out why our customers love working with us.
Steven Groccia
Steven Groccia
Head of Customer Success
10 of the Most Important Financial Ratios to Analyze a Company
Metrics that Matter

10 of the Most Important Financial Ratios to Analyze a Company

There are so many financial ratios that could help you track business performance. Here are 10 of the most important ones to focus on.
Joe Michalowski
Joe Michalowski
Content Strategist
Modeling the Top Line: Sales Capacity Planning Explained (Plus a Template)
Strategic Planning

Modeling the Top Line: Sales Capacity Planning Explained (Plus a Template)

A sales capacity model is one way to plan your top line. Learn what it is and get a free template to streamline your planning process.
Brad Mundell
Brad Mundell
Finance Manager
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