The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JULY 26, 2023

Financial variance analysis is a valuable tool for financial management, budgeting, and strategic planning. This information assists management in making data-driven decisions regarding investments, pricing, resource allocation, and other strategic choices.

Budgeting 52

Budgeting Benchmarking Forecasting Strategic Planning 52

Boston Startup CFO

APRIL 12, 2024

By creating sophisticated financial models tailored to your specific needs, we will help you make informed decisions, evaluate investment opportunities, and assess various scenarios, empowering you to achieve sustainable growth and maximize profitability.

Planning 40

Planning Cash Flow Forecasting Financial Modeling Forecasting 40

Spreadym

JUNE 8, 2023

They help organizations anticipate potential risks, identify opportunities, and make informed decisions about resource allocation and strategic planning. These goals could include increasing revenue, improving profitability, reducing costs, optimizing cash flow, expanding to new markets, or achieving a specific return on investment.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. This measure aids in predicting future profits and establishing profitability goals and benchmarks. Simply put, it shows how much profit you make for every pound invested in your business.

Budgeting 52

Budgeting General Ledger Sales Concentration 52

Focus CFO

NOVEMBER 18, 2024

Building a powerful annual budget that aligns with your company's vision and strategic plans is crucial for success, especially as we head into 2025. By carefully examining historical data, setting clear objectives, and developing a comprehensive plan, you can navigate the year ahead with confidence.

Budgeting 52

Budgeting Economics Benchmarking CFO 52

The Finance Weekly

JULY 14, 2024

It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. It also differs from mid-range strategic planning processes.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

Barry Ritholtz

FEBRUARY 21, 2023

We have lowered the cost of investing, and we have improved the quality of those funds. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. You were chief investment officer and chief information officer, an unusual combination, and then to be elevated to CEO.

Leadership 111

Leadership Investments Profit and Loss Technology 111

Global Finance

JULY 24, 2024

The bank’s ongoing technological investment provides clients with increased operational efficiencies on its custody platform. The bank targets global custodians, investment banks, and domestic financial institutions as core clients. UniCredit is the country winner in Bosnia & Herzegovina, Bulgaria, Hungary, Serbia, and Slovenia.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

Global Finance

JULY 24, 2024

The bank’s ongoing technological investment provides clients with increased operational efficiencies on its custody platform. The bank targets global custodians, investment banks, and domestic financial institutions as core clients. UniCredit is the country winner in Bosnia & Herzegovina, Bulgaria, Hungary, Serbia, and Slovenia.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

Centage

JANUARY 18, 2024

Finance teams often get asked to do more with less, which makes it important that you adopt the right FP&A tools to amplify your capabilities and create more time for strategic planning. Stronger interdepartmental communication and collaboration is a good benchmark to set as a best practice for this year.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Risk Management Leverage 40

Planful

OCTOBER 25, 2016

Another panelist highlighted their investment in inventory, as well as managing growth in the business. All of the panelists agreed that having your core financial processes in order is critical to having the time and credibility to advise the CEO and other executives on strategic initiatives and risk management strategies.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

CFO Talks

MARCH 19, 2024

This list should encompass both quick wins, such as automating invoice processing to improve cash flow management, and long-term objectives, like integrating AI-driven analytics for more accurate financial forecasting and strategic planning. Investing Time and Resources Commitment is also measured in terms of resource allocation.

CFO 52

CFO Communication Finance Budgeting 52

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. Some of the things Mike said about investing, like what would you tell your friends and family to put your money into? You talk about passive investing, this and that.

Concentration 69

Concentration Valuation Marketing Investments 69