CFO Leadership

APRIL 5, 2023

Even military personnel who have finance and budgeting as their job specialty aren’t practicing private sector finance principles and concepts. Chamberlain helps veterans address this crucial technical skill through financial modeling certifications. Most veterans’ Excel knowledge is limited to pivot tables and V-lookups.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

CFO News Room

FEBRUARY 5, 2022

The internal rate of return (IRR) is a core component of capital budgeting and corporate finance. The second method is preferable because financial modeling works best when it is transparent, detailed, and easy to audit. Source link.

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Corporate Finance 130

Collectiv

MARCH 5, 2025

Historically, legacy planning solutions were built around finance-first tools like Hyperion, OutlookSoft, NetSuite Planning and Budgeting, Adaptive Insights, SAP BPC, and more. These tools were designed to fill gaps left by ERP systems, providing finance teams with better reporting capabilities and more structured budgeting processes.

Planning 52

Planning Forecasting Budgeting Financial Modeling 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. This ensures that everyone is working with the latest information.

Financial Planning and Analysis (FP&A) 59

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

E78 Partners

SEPTEMBER 14, 2023

To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. Business Planning and Budgeting (BP&B) is a strategic, operational, and financial management process that organizations use to plan, allocate resources, and manage their business performance effectively.

Financial Planning and Analysis (FP&A) 52

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

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

E78 Partners

AUGUST 15, 2023

Unveiling the Role of FP&A Teams: A Holistic View FP&A teams are responsible for orchestrating financial strategies, facilitating planning, budgeting, forecasting, organizing & transforming data, and driving insightful analysis to improve decisions.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Financial Modeling Forecasting 52

CFO Thought Leader

MAY 20, 2024

With global uncertainties looming, he built a resilient financial model that ensured the company’s survival. Lafouge’s journey has been marked by the pursuit of new experience, whether it’s through leveraging AI for operational improvements or raising customer service standards. It’s very quickly up and running.

CFO 52

CFO Leadership Restructuring Finance 52

Michigan CFO

JUNE 7, 2023

Virtual CFOs leverage cloud-based accounting systems, collaborative tools, and remote communication to provide financial services to businesses on a part-time or “fractional” basis. Virtual CFOs offer a range of financial services tailored to the specific needs of businesses. What Do Virtual CFOs Do? What Do Virtual CFOs Do?

CFO 52

CFO Problem Solving Budgeting Communication 52

CFO Share

JUNE 11, 2024

Unlike in-house teams, which handle a broad range of financial tasks and rarely see other financial models, outsourced CFOs build forecasts for a variety of businesses. Experience translates into more accurate and reliable forecasts, providing businesses with a clearer financial outlook.

Forecasting 52

Forecasting Financial Planning and Analysis (FP&A) CFO Financial Modeling 52

CFO Talks

MARCH 14, 2024

Risk Management: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical. This includes not just financial risks but also operational, regulatory, and strategic risks.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

MAY 22, 2024

As CFOs are in charge of managing finances , coordinating digital initiatives with financial objectives, and determining return on investment, they work with executives, oversee budgets for technology adoption, and assess the risks involved with digital initiatives.

CFO 52

CFO Leadership Risk Management Communication 52

CFO Talks

NOVEMBER 11, 2024

To transition from a newly qualified accountant to a Chief Financial Officer (CFO), several key skills are essential: 1. Financial Acumen : A deep understanding of financial principles, reporting, and analysis is fundamental. Leverage Technology: Use technology to streamline tasks and improve efficiency.

CFO 52

CFO Leadership Problem Solving Communication 52

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. These forecasts are more aligned to financial modeling, rather than analytics as they include the balance sheet positions, cash flows and profitability in an integrated manner.

Technology 52

Technology Financial Modeling Forecasting Planning 52

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies. Investing Time and Resources Commitment is also measured in terms of resource allocation.

CFO 52

CFO Communication Finance Budgeting 52

Planful

AUGUST 30, 2016

Here, I was expecting Finance Transformation to be the top response, but was pleased to see Financial Modeling coming in as the top initiative at 49% of responses. This was followed closely by Forecasting with Predictive Analytics (26%), then Financial Transformation (41%). 28% – Use of Big Data or Non-Financial Data.

Finance 40

Finance Budgeting Forecasting Planning 40

Planful

MAY 7, 2021

FP&A is charged with analyzing your business, modeling potential options, and helping the business budget and plan for the short- and long-term future. It’s up to FP&A to ensure financial health while meeting strategic business goals. Why FP&A Technology for Workforce Planning? Gain Insightful Reporting and Analysis.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Forecasting Financial Modeling 40

Spreadym

AUGUST 10, 2023

Key features of the best financial reporting software may include: Data Integration: Integration with various accounting and enterprise resource planning (ERP) systems to automatically import financial data. Affordability: QuickBooks offers different pricing tiers, including options for small businesses with tighter budgets.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) Accounting Standards CFO 52

CFO News Room

NOVEMBER 1, 2022

Michael: Okay, of all the different expenses you’ve seen over the years that people have, and just how to categorize it for reporting and for budgeting purposes? Michael: So, you gather the data, clients upload all their various stuff, you get some the budgeting stuff sorted out. Mindy: It’s just an Excel lookup table.

Planning 130

Planning Investments Accounting Numbers 130

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Key features — The top features each platform is known for or has invested in.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JULY 31, 2023

His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit. Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies. It is crucial for your team to inform you when they use ChatGPT.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

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 Talks

MARCH 12, 2025

Financial laws and tax rules change often, and if youre not aware of updates, you could make errors that lead to fines or legal trouble. Staying informed also means making better financial decisions, whether its in budgeting, investing, or risk management.

Finance 52

Finance IFRS Compliance Financial Modeling 52