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Blue Hill Research Market Alert: Excel and Modern Financial Planning | Longview Plan, powered by Tidemark

In today's digital age in financial planning, a new role of the "modern financial modeler" is coming to surface to bridge the gap between financial operations and strategic finance. Whether the task is ad-hoc spreadsheet analysis or centralized financial planning and analysis, bringing together both environments will require the need for flexible and efficient FP&A tools to provide the company with real-time and contextualized models. 

View a complimentary copy of the Blue Hill research report - ‘Unifying Spreadsheets and Centralized Performance Management’ and learn:


  • The role, skills and background of the "modern modeler"
  • Strategies and tools that provide for transition to this role for individuals, and for success in this approach for the companies themselves
  • Detail the technology and processes that support moving to the “modern modeler” capability
  • Best practices and pitfalls in moving to this set of skills