Planful

MARCH 18, 2019

The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. FP&A teams can do so by leveraging these four essential types of financial reports techniques. Department Budget vs. Actual Reports.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Budgeting 40

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 Talks

FEBRUARY 9, 2024

Modern CFOs must embrace strategic leadership and foster cross-functional collaboration within their organisations to drive success in a highly competitive market. Historically, CFOs have been primarily responsible for financial reporting, budgeting, and compliance.

Communication 52

Communication Leadership CFO Budgeting 52

Collectiv

JUNE 13, 2023

Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively. When any organization leverages data, it must be reliable. As a result, you can be confident that the data you’re sharing with your community or leveraging to create change is as accurate as possible.

Nonprofit 52

Nonprofit Leverage Analyzing Data Budgeting 52

CFO Plans

MAY 30, 2024

Consider the case of a growing tech startup that utilized fractional CFO services to develop a robust financial plan, which helped secure additional funding and scale operations efficiently. These experts assist with budgeting, forecasting, and financial planning, ensuring your business remains financially sound and poised for growth.

Compliance 52

Compliance Accounting CFO Manufacturing 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

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

MAY 2, 2024

Paul Volpe "Now, as companies around the world gear up for their first mandated CSRD reports in 2025, we’re seeing its impact extend far beyond those subject to the regulation.” To this regard, Singapore outpaced the global average when it comes to the belief that good financial reporting has a positive effect on their companies.

Compliance 52

Compliance Auditing Budgeting Leverage 52

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

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

The Finance Weekly

JANUARY 31, 2022

An FP&A leader needs to collaborate with different business functions including sales, marketing, business development, supply chain, IT, HR etc. to create an enormous amount of value for your finance team and the enterprise as a whole. This collaboration can help maximize the ROI on these projects.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

NOVEMBER 20, 2023

The alignment between development goals and marketing goals is essential for the business’ success in this area. Not only does the educational opportunity exist to share with them why Giving Tuesday is significant, but also the ability to leverage networks can act as one of the most powerful tools. What roadblocks am I experiencing?

Nonprofit 52

Nonprofit Problem Solving Education CFO 52

CFO Talks

JUNE 7, 2022

The Steward must ensure company compliance with financial reporting and control requirements. Competencies include: Working knowledge of risk management, budget, and forecasting tools. Steward Role & Competencies: Accounting, control, risk management and asset preservation are the proficiencies of the Steward.

CFO 52

CFO IFRS Leadership Risk Management 52

PYMNTS

APRIL 19, 2017

While the winds of change have blown away most of the animosity between Fintech companies and incumbent banks, leading to partnerships and in some cases acquisitions, some players on the up and coming side are holding out on armistice as a means to better serve niche markets. But this is not a loan.

Leverage 40

Leverage Budgeting Forecasting Banking 40

Planful

AUGUST 23, 2016

The systems used to support these processes are typically evaluated, selected, and maintained by Finance – especially in today’s market where Software as a Service (SaaS) or cloud-based EPM solutions are becoming the favored deployment approach. 6 Key Advantages of Cloud-Based EPM. The Cloud is Now. Why is this?

Value-Added Analysis 40

Value-Added Analysis Budgeting Forecasting Leverage 40

Planful

AUGUST 30, 2016

To gain a better sense of the pulse of the market, earlier this year Planful sponsored a survey that was executed by Radius Global Research. 28% – Use of Big Data or Non-Financial Data. 25% – Zero Based Budgeting. When asked about their top EPM system priorities, 55% of respondents indicated Planning and Budgeting.

Finance 40

Finance Budgeting Forecasting Planning 40

Future CFO

JUNE 10, 2020

The role includes leading, directing and managing the finance team, advising on business and financial planning, providing strategic recommendations to the chief executive officer and the executive management team, and of course, managing the processes for financial forecasting and budgets, and overseeing the preparation of all financial reporting.

CFO 52

CFO Finance Forecasting Leadership 52

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

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

Spreadym

NOVEMBER 16, 2023

The best features of FP&A software often include: Budgeting and Forecasting: These features allow organizations to create detailed budgets, forecasts, and financial plans. 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

Centage

DECEMBER 12, 2023

The terms “consolidated income statement” and “profit and loss statement” are often used interchangeably in accounting and financial reporting. Operating expenses Operating expenses include all the costs associated with running a business, such as payroll, rent, marketing, and utilities.

Profit and Loss 52

Profit and Loss Budgeting Forecasting Compliance 52

E78 Partners

AUGUST 1, 2023

Benefits of the Buy and Build Strategy The buy and build roll-up strategy offers a plethora of benefits, allowing acquirors to diversify their portfolio, expand their market reach, and achieve economies of scale. Each target company may have unique financial reporting requirements, regulatory compliance, and industry-specific challenges.

Leverage 52

Leverage Financial Analysis Accounting Budgeting 52

Spreadym

JULY 10, 2023

Post-Close Activities: After the books are closed, post-close activities may include archiving financial records, preparing management reports and analysis, conducting financial reviews, and initiating the next period's accounting processes.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

Centage

JANUARY 19, 2024

Cost allocation (also called spend allocation) refers to the strategic distribution of financial resources within a business to optimize operational efficiency and maximize profitability. It involves the meticulous planning and budgeting of funds across various facets of the organization, such as departments, projects, or physical locations.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

FEBRUARY 22, 2024

It is a critical function for companies that are looking to proactively make agile decisions that are responsive to market dynamics,” says Chee Kien Loh , the ASEAN regional business manager for CCH Tagetik at Wolters Kluwer. At the same time, the ever-shifting sands of regulations threaten to swallow the organisation and the budget.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Finance Compliance SAP 97

The Charity CFO

NOVEMBER 2, 2023

Start by figuring out the resources you’ll need and penciling together an early draft of your budget. Leverage Technology Where You Can The importance of tech has only grown since Giving Tuesday’s founding in 2012. Leaders should develop a multi-channel marketing plan that can reach potential donors wherever they are.

Nonprofit 52

Nonprofit CFO Leverage Data Analysis 52

CFO Talks

FEBRUARY 20, 2024

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. And do you see that market growing and expanding? Yes, that’s all given.

Leadership 52

Leadership CFO Accounting Finance 52

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 highly rated and comprehensive FP&A solution and one of the most flexible solutions on the market. It’s easy to use and straightforward from the start.

Financial Planning and Analysis (FP&A) 52

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