CFO Share

JULY 16, 2024

For small businesses employing a fractional CFO , understanding the core responsibilities of a CFO can help leverage their expertise effectively. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts. They ensure these decisions align with the company’s strategic objectives and financial goals.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Compliance General Ledger 98

Navigator SAP

FEBRUARY 17, 2022

Adding ERP in finance departments is very popular for good reason, as the system consolidates financial data automatically and generates reports quickly and simply, regardless of file type and without any need to crosscheck and rekey data.

SAP 130

SAP Invoicing Manufacturing Compliance 130

Planful

MARCH 24, 2016

Traditional spreadsheet-based budgeting and forecasting has numerous limitations and is often prone to error. Planning, Budgeting and Forecasting with Enterprise Performance Management (EPM). Dynamic businesses need to streamline the budgeting cycle, while improving accuracy. How Do Businesses Shorten the budgeting cycle?

Forecasting 40

Forecasting Budgeting Planning Accounting 40

Planful

AUGUST 31, 2016

Whether the cost of oil is increasing or the demand for products is on the decline, Finance teams need to be able to respond immediately to ensure their budgets and plans reflect these shifting circumstances. Instead, many organizations are adopting the budgeting and planning applications found in modern, cloud-based EPM software.

Budgeting 40

Budgeting Planning Forecasting Finance 40

PYMNTS

NOVEMBER 9, 2020

there are indications that the opening of data flows between financial services companies has led to strong innovation (and demand for that innovation), and more regulation may loom. The mechanic of digital conduits, and the consent, open the door to digitization and data aggregation, simplifying and streamlining daily financial life.

Banking 114

Banking Financial Data Prioritization Economics 114

Future CFO

AUGUST 7, 2024

However, Ho concedes that CFOs will find it challenging to scale the data analytics function without an understanding of data structures and data warehouse. CFOs will find it even more challenging to move into the space of non-financial data and customer data platforms."

CFO 98

CFO Data Analysis Budgeting Performance Measuring 98

CFO Plans

SEPTEMBER 24, 2024

For instance, consider a local bakery that leveraged financial advisory services to streamline their expenses and increase profitability by 20% within a year. These professionals can help you develop a robust financial strategy, ensuring that your business remains profitable and compliant with tax regulations.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

CFO Plans

MAY 16, 2024

Here’s how SaaS accounting software is revolutionizing financial management and why it’s essential for CFOs. Discover SaaS Accounting Solutions Now Real-Time Financial Data for Informed Decision-Making One of the standout features of SaaS accounting platforms is real-time access to financial data.

Accounting 52

Accounting Compliance Financial Data Manufacturing 52

CFO News Room

JANUARY 4, 2023

The Chief Finance Officer of a real estate investment trust manages the organization’s financial health and ensures its long-term stability and growth. By leveraging their expertise in operations and administration, they ensure that everything runs within budget and on time. Property Manager (Salary: $70,000 – $120,000).

Investments 130

Investments Budgeting Finance Marketing 130

CFO Talks

OCTOBER 15, 2024

Financial Risk Forecasting Predictive models can analyse your company’s financial data—such as revenue patterns, cash flow, and expenses—to identify potential financial risks. Start by leveraging data from your accounting systems and working with your finance team to create simple forecasting models.

Risk Management 95

Risk Management Compliance Forecasting Credit Risk 95

CFO Plans

JULY 18, 2024

Certified public accountants (CPAs) with expertise in real estate can offer invaluable insights into managing cash flow, budgeting, and financial forecasting. By partnering with a CPA specializing in real estate, they implemented a robust financial management system that included detailed budgeting and forecasting.

Accounting 52

Accounting Compliance CFO Restructuring 52

Jedox Finance

NOVEMBER 17, 2022

Manual, repetitive tasks being replaced by automated processes is definitely not new, but the impact of this on the accounting field leveraged through Artificial Intelligence (AI) and Machine Learning (ML) is still relatively new. Unifying data stuck in silos is vital for CPAs to be able to truly embrace what the digital era offers.

Budgeting 98

Budgeting Accounting Forecasting Finance 98

The Finance Weekly

JUNE 17, 2024

With over 1,300 customers, including renowned companies such as Bose, 23andMe, and Five Guys, Planful is relied upon to improve its planning, budgeting, consolidation, reporting, and analytics processes. By leveraging Planful, these organizations can speed up cycle times, improve productivity, and ensure accurate reporting.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

SEPTEMBER 24, 2024

Robust financial management is not a luxury but a necessity. Yet, many budding entrepreneurs face the challenge of budget constraints, making it difficult to hire a full-time CFO. Enter affordable virtual CFO services—a game-changer that offers scalable financial strategies tailored specifically for startups.

Startups 52

Startups CFO Financial Analysis Risk Management 52

Spreadym

NOVEMBER 16, 2023

The best Financial Planning and Analysis (FP&A) software typically offers a range of features designed to help organizations effectively manage their financial performance. Users can input data, make adjustments, and project future financial scenarios.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Planning Budgeting Financial Modeling 59

E78 Partners

OCTOBER 30, 2024

To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). This means that traditional approaches to performance management are no longer sufficient.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59

CFO Plans

AUGUST 23, 2024

In today’s ever-evolving business landscape, maintaining robust financial management is more crucial than ever. For many companies, particularly small to mid-sized enterprises, hiring a full-time Chief Financial Officer (CFO) isn’t always feasible due to budget constraints. Explore our outsourced accounting solutions.

CFO 52

CFO Tax Planning Leverage Budgeting 52

The Charity CFO

MARCH 22, 2024

A better way to make decisions is using data. Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Types of Data for Nonprofits The types of data a nonprofit might use for decision-making can vary between organizations.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Centage

DECEMBER 8, 2023

Financial management can be a significant challenge for multi-location medical facilities. As multi-site healthcare businesses grow and evolve, the demand for advanced financial planning and budgeting solutions shifts from being a “nice to have” to presenting a crucial need for attaining business objectives.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

AUGUST 9, 2024

Outsourced CFO Services Revolutionize Financial Management Outsourced CFO services have revolutionized financial management for businesses of all sizes. By leveraging the expertise of seasoned financial professionals, companies can gain strategic insights without the overhead costs of a full-time CFO.

Accounting 52

Accounting Tax Planning CFO Startups 52

The Finance Weekly

MAY 29, 2024

As the FP&A software industry explodes, more and more businesses are looking for tools to help them budget, forecast, and automate their data. Key Features Predict Signals As a part of the Planful Predict suite of AI/ML capabilities, this tool spots suspect differences and unusual data using AI-driven anomaly detection.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

OCTOBER 4, 2024

By embracing accounting automation for startups , tech companies ensure their financial data is always on point, setting the stage for sharp decision-making. Efficient bookkeeping, paired with budgeting and forecasting for growth , equips tech companies to map out their financial journeys with confidence.

Management Consulting 52

Management Consulting Risk Management CFO Startups 52

CFO Talks

NOVEMBER 27, 2024

Review existing data: Look at your company’s historical trends, current financial data, and market research. Even if the data isn’t perfect, it can give you a starting point. Use visuals, like charts or dashboards, to explain financial data. Create a “priority budget” that focuses on essential spending.

CFO 52

CFO Budgeting Forecasting Communication 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Centage

NOVEMBER 22, 2023

Finance teams encounter unique hurdles in their FP&A processes when the intricate web of financial data spreads across different business units, locations, or product lines. Each budget manager received a copy of their prior year operating expenses and updated them. This is a common problem among controllers and CFOs.

Profit and Loss 52

Profit and Loss Budgeting GAAP Financial Reporting 52

Future CFO

JUNE 1, 2022

Growing from 20 to 420 stores in a short period, Accent Group could no longer rely solely on Excel for its budgeting, planning and forecasting needs. They required a solution to provide a single source of truth that would support the budgeting and planning process across the entire enterprise. Autofill functions are an example.

Technology 52

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

The Charity CFO

AUGUST 21, 2024

Accountants work to safeguard the financial health of the nonprofit by keeping detailed records and ensuring that funds are used appropriately. Timing and urgency of information needs: The difference between when a team needs information can cause delays in gathering and reporting accurate financial data.

Communication 52

Communication Accounting Nonprofit Budgeting 52

CFO Plans

SEPTEMBER 24, 2024

Discover Scalable Accounting Solutions Small Business Financial Advisory Lays the Foundation When launching a startup, every financial decision counts. Small Business Financial Advisory services provide the foundational support needed to navigate initial financial hurdles.

Startups 52

Startups Accounting CFO Tax Planning 52

CFO Talks

AUGUST 15, 2024

Futuristic Finance: Strategic Thinking for Tomorrow’s CFO In an era where rapid technological advancements and global economic shifts are the norm, Chief Financial Officers (CFOs) are not just financial stewards but strategic visionaries. This frees up time for the finance team to focus on more strategic tasks.

CFO 52

CFO Finance Problem Solving Budgeting 52

Collectiv

JUNE 13, 2023

Solid processes around nonprofit data give you critical information to highlight unique aspects of your organization, boost morale, increase credibility, enhance transparency, and build community awareness to support your mission. Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively.

Nonprofit 52

Nonprofit Leverage Analyzing Data Budgeting 52

PYMNTS

AUGUST 27, 2018

To offer users actionable advice, Intuit ’s Mint is updating its personal finance iOS Mint app with added benefits, new design features and data-driven MintSights. The MintSights feature seeks to help users budget accurately, spend wisely and save, Mint said in an announcement. “We’ve In a press release on Wednesday (Aug.

Budgeting 40

Budgeting Finance Leverage Financial Data 40

CFO Plans

JUNE 14, 2024

It’s about leveraging financial insights to drive strategic decisions and elevate your business to new heights. Cloud-Based Accounting Software for Future Financial Management Gone are the days of manual bookkeeping and cumbersome spreadsheets.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

Spreadym

SEPTEMBER 27, 2023

Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document. Oracle Hyperion Planning: Oracle's CPM software is known for its robust financial planning and budgeting capabilities.

SAP 59

SAP Budgeting Forecasting Auditing 59

CFO Plans

SEPTEMBER 24, 2024

Unlocking the Power of Virtual Accounting Services for Small Businesses Virtual accounting services for small businesses provide access to high-quality financial expertise without the hefty price tag. These services offer numerous benefits, including cost savings, flexibility, and access to a wide range of financial expertise.

CFO 52

CFO Startups Tax Planning Accounting 52

Future CFO

MARCH 1, 2023

Part of a finance transformation initiative could entail adopting enterprise applications to automate or digitalise manual expense processes, at the same time leveraging data and analytics to help gain greater control and deeper insights into spend and operations.

Finance 91

Finance Benchmarking Compliance SAP 91

CFO Plans

SEPTEMBER 24, 2024

By leveraging the cloud, businesses can access their financial data anytime, anywhere. This not only enhances flexibility but also ensures that your data is secure and up-to-date. Cloud-based accounting services reduce the need for manual data entry, thereby minimizing errors and saving valuable time.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

CFO Plans

JULY 25, 2024

Financial data can be accessed from anywhere, at any time, providing real-time insights into the company’s financial health. Leverage Virtual CFO Services and Financial Consulting For manufacturing businesses that may not have the resources to hire a full-time CFO, SaaS accounting software can be a valuable asset.

Manufacturing 52

Manufacturing Accounting CFO Startups 52