The Charity CFO

MARCH 22, 2024

In addition to identifying KPIs, you’ll need to establish benchmarks for success. After choosing KPIs and their benchmarks, you can start incorporating data insights into strategic planning. You can use donor data to create communication and cultivation strategies that are more likely to hit the mark with donors.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Future CFO

MAY 2, 2023

Is the company looking to improve the accuracy of its financial reporting, or to increase the efficiency of its financial close processes? Alternatively, are they looking at reducing costs related to financial processes? These metrics need to be concrete, measurable and directly linked to transformation outcomes.

Finance 52

Finance Benchmarking Communication Education 52

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. What Do Virtual CFOs Do?

CFO 52

CFO Problem Solving Budgeting Communication 52

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. Instituting a stable workflow environment around the technology can make the transition easier for everyone.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Spreadym

JUNE 27, 2023

This includes analyzing revenue and expense trends, profitability, cost drivers, key performance indicators (KPIs), and financial ratios. Investor Relations and Stakeholder Communication: Financial Planning and Analysis supports effective communication with investors, shareholders, and other stakeholders.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. Controllers: Companies don’t have access to historical data to benchmark their responses and performance against or help model future scenarios.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Problem Solving CFO 52

Collectiv

JUNE 13, 2023

Financial management statements and reports provide the necessary information for stakeholders to monitor compliance. A well-organized financial report also helps you communicate your impact, explain your needs, identify opportunities, and inform timely and accurate decisions.

Nonprofit 52

Nonprofit Leverage Analyzing Data Budgeting 52

CFO Talks

MARCH 19, 2024

By distilling these goals into a concise list and communicating them consistently—whether in formal presentations or casual discussions—the CFO ensures everyone understands and aligns with the finance department’s direction. This might involve enhancing digital finance capabilities or adopting sustainable business practices.

CFO 52

CFO Communication Finance Budgeting 52

Planful

DECEMBER 28, 2016

To discuss the topic of financial reporting tips that will help create a smoother year-end close, Planful, in cooperation with CFO.com, invited thought leaders from The Hackett Group to participate in a webinar titled, The CFO Playbook on Financial Reporting: Tips for a Smoother Year-End Close. Communication gaps.

Benchmarking 40

Benchmarking Reconciliations Data Analysis Technology 40

Planful

OCTOBER 25, 2016

Instead, the focus should be on identifying the risks associated with various business operations and initiatives, then managing the risks vs. returns and ensuring effective communications when risks start to heat up.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: And so, you start to learn things like, well, so how do you say call option, how do you say puts — so as I was like chatting with different people or communicating with different people on — on Bloomberg, let’s say, I would then, you know, put — what are they saying? RITHOLTZ: Right. How are they set-up?

Investments 119

Investments Marketing Profit and Loss Banking 119

CFO Talks

MARCH 20, 2024

Steward (Guardian): Safeguarding Assets and Compliance This role is vital for maintaining trust with stakeholders and ensuring the financial health of the organization. This involves managing risks, ensuring compliance with financial reporting requirements, and mitigating operational and fraud risks.

CFO 52

CFO Compliance Performance Measuring Education 52

Onplan

NOVEMBER 30, 2022

Data views make it easy to share all the data needed, and nothing that isn’t, across departments to improve collaborative planning and reporting. Benchmarking and KPI tracking across the organization to stay on course. Ad hoc reporting and visualization. Financial and business performance management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

CFO Talks

JUNE 7, 2024

This initiative, spearheaded by the International CFO Alliance (ICFOA) and akin to the Chartered Financial Officer CFO(SA) designation, seeks to provide clear benchmarks for what businesses should expect from their CFOs.

CFO 52

CFO Benchmarking Prioritization Finance 52