CFO Thought Leader

DECEMBER 9, 2024

Joanne Chengs career had already carried her through multiple successful exits and finance leadership roles when an unexpected opportunity arose. ” Joanne Cheng, CFO, Jellyfish CFO PLaybook Views the budget as a roadmap, aligning investments with measurable outcomes. Jellyfish www.jellyfish.co Jellyfish www.jellyfish.co

Leadership 52

Leadership CFO Benchmarking Finance 52

E78 Partners

SEPTEMBER 9, 2024

Download our free budget planning checklist For private equity firms, success isn’t just about acquiring companies; it’s about transforming them. Under these pressures, one aspect often underestimated is the power of strategic budget planning.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

CFO Talks

NOVEMBER 21, 2024

Recognizing the need to enhance my managerial capabilities, I pursued a Postgraduate Diploma in Management, which equipped me with essential leadership skills. First and foremost is financial acumen—understanding financial reporting, budgeting, forecasting, and compliance is foundational.

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CFO Leadership Communication Problem Solving 98

CFO Simplified

MARCH 27, 2022

not receiving funding when expected) and then factoring them into the business’ budget. Risk Management and Leadership. Prioritize the People. When it comes to contingency planning, a company starts by identifying potential risk factors and delays (i.e. The benefit? A CFO knows a business’ financials better than anyone.

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CFO Planning Risk Management Prioritization 98

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Without these tools in place, finance teams will fall behind in analyzing data and won’t be able to budget accurately for the future, causing teams to cut programs unnecessarily.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

The Charity CFO

NOVEMBER 17, 2022

Financial planning and budgeting are vital for the success and sustainability of any nonprofit organization. . That’s why it’s important to start thinking about your budget for 2023 now. Budgeting should go beyond simply tracking money in and money out. . Intro to Budgets for Nonprofits. Allocate resources.

Nonprofit 52

Nonprofit Budgeting Forecasting CFO 52

CFO Thought Leader

DECEMBER 10, 2024

These are the three Ps that guide CFO Zach Johnsons data-driven approach to financial leadership. ” Zach Johnson, CFO, Cribl CFO Playbook: Prioritizes holistic metrics (like Rule of 40) to balance growth and profitability. These are the three Ps that guide CFO Zach Johnsons data-driven approach to financial leadership. []

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CFO Leadership Prioritization Auditing 52

The Finance Weekly

DECEMBER 5, 2023

Strategic Leadership Given the rapid transformation of business models, especially with the ongoing green energy shift and the , pervasive XaaS trend , CFOs play a crucial role in guiding strategic discussions within their companies. CFOs should prioritize building agility and resilience in all company endeavors to adapt effectively.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

VCFO

JUNE 29, 2023

They also rely on the CFO’s leadership, providing up to date communication, and accurate financial reporting. A fractional CFO comes with extensive finance leadership experience that enables them step in and prioritize triage to close gaps and bring stability when a full-time CFO isn’t in place.

Nonprofit 67

Nonprofit Finance CFO Compliance 67

CFO Thought Leader

DECEMBER 1, 2023

Planning Ace CFO Charlie Kevers of Carta underscores AI’s impact on manual tasks, reshaping organizational charts to prioritize higher-level thinking. www.planful.com The post Ep 29: FP&A: The Silo Buster appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

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Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

CFO Thought Leader

OCTOBER 16, 2024

From fiction as a mental escape to deep dives into leadership, health, and emerging technologies, CFOs featured on the CFO Thought Leader podcast in September shared a diverse range of book recommendations. He appreciates how the book offers practical techniques to organize tasks, prioritize effectively, and maintain focus.

CFO 52

CFO Leadership Prioritization Strategic Planning 52

The Charity CFO

JUNE 27, 2024

Leading a nonprofit organization isn’t just about passion–it’s about effective leadership. Build Strong Leadership Foundations You can’t effectively lead an organization–or a team–if you don’t have clear goals, missions, or plans for it. Additionally, the Board, in conjunction with leadership, develops a strategic plan.

Nonprofit 52

Nonprofit Leadership Strategic Planning Communication 52

The Charity CFO

JANUARY 5, 2022

In her books, Leadership for Justice: Supervision, HR and Culture, and Supervision Matters: 100 Bite-Sized Ideas to Transform You and Your Team, she details the importance of supervision and how three important factors can shift an entire workplace culture. The 2 key qualities that are essential to successful leadership (12:00).

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Nonprofit Leadership Investments CFO 98

CFO News Room

NOVEMBER 1, 2022

We’re talking about the share of women and women of color in leadership ranks in business. And in the workplace, you, you mentioned some of the statistics about women not holding large percentages of leadership role, CEO roles and, and organizations. But we often don’t talk about that. So there are specific people in the organization.

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Leadership Construction Budgeting Planning 100

CFO Thought Leader

JULY 28, 2023

The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately.

Leadership 52

Leadership CFO Budgeting Finance 52

Spreadym

AUGUST 25, 2023

Budget Considerations: Headcount planning must be in line with the organization's budget. Budget Allocation: The budget available for recruiting, onboarding, training, and compensation. Effective Budgeting : Integrating headcount planning with the corporate budgeting process helps allocate resources more effectively.

Planning 52

Planning Budgeting Forecasting Leadership 52

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

Future CFO

OCTOBER 23, 2023

When it comes to third-party risk management, organisations are redefining their approaches, with a focus on talent and strengthening the role of executive leadership on third-party risk management teams, said Deloitte recently when releasing results of a survey.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

PYMNTS

APRIL 5, 2016

” “Companies are focusing on cost reduction across the enterprise, and this is clearly an area where finance can take a leadership role,” O’Connor, principal and finance advisory practice leader, said in a statement announcing the release of the report. percent reduction in budget. CFOs Prioritize.

Leadership 42

Leadership CFO Prioritization Finance 42

CFO Talks

NOVEMBER 11, 2024

She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.

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CFO Leadership Problem Solving Communication 52

The Charity CFO

AUGUST 21, 2024

Misaligned goals and priorities: Fundraisers focus on securing funds quickly, while accountants prioritize accurate recording and management. During these meetings, both teams can discuss upcoming fundraising campaigns, budget needs, and financial constraints to ensure everyone is on the same page.

Communication 52

Communication Accounting Nonprofit Budgeting 52

Future CFO

DECEMBER 10, 2024

However, three quarters of finance respondents said they are more focused on downside risk and cost containment in their scenario planning for 2025 budgets." Alternatively, use any unallocated funds set aside during the annual budgeting process to support growth investments as needed.

Economics 52

Economics Budgeting Prioritization Investments 52

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. To persuade your leadership team, you need to answer questions in real time.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

CFO Share

SEPTEMBER 12, 2024

The idea is appealing: hierarchies, budget discipline, KPIs and middle-managers are smothering your startup. The tension between visionary leadership and operational management has been a central topic in business theory for decades. Managers, however, prioritize operational efficiency, stability, and minimizing risk.

Leadership 52

Leadership Startups Budgeting Communication 52

E78 Partners

JULY 19, 2023

This entails developing a well-crafted plan and budget for 2024, which serves as a critical foundation for success. Effective Resource Allocation: A well-crafted plan and budget for 2024 empower organizations to allocate their resources effectively.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

JANUARY 13, 2023

Increasing efficiency in an organization’s planning, budgeting, and forecasting processes is a key component of financial planning software, according to Gartner. To that end, finance leaders can prioritize solutions that facilitate faster data integrations through prebuilt connectors and offer an intuitive user experience to drive adoption.

Planning 52

Planning Prioritization Forecasting Budgeting 52

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Without these tools in place, finance teams will fall behind in analyzing data and won’t be able to budget accurately for the future, causing teams to cut programs unnecessarily.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

CFO Talks

NOVEMBER 20, 2024

I then prioritize tasks and break down the challenge into manageable steps. Start with deepening your understanding of financial planning and analysis, budgeting, and forecasting to support data-driven decisions. Smith Share your favorite leadership lesson. My favorite leadership lesson is the importance of leading by example.

CFO 52

CFO Prioritization Leadership Communication 52

The Charity CFO

OCTOBER 28, 2024

Investing in Employee Development Despite budget constraints, Tiffany emphasized the importance of investing in employee development. By prioritizing HR and working with experienced professionals, nonprofits can protect their organizations, support their employees, and focus on fulfilling their missions.

Nonprofit 59

Nonprofit Budgeting Compliance Prioritization 59

Jedox Finance

JULY 23, 2020

Numerous project applications, approvals, budget and resource allocations, and the monitoring of the success of projects and portfolios regularly push program managers to their limits. Inadequate prioritization of projects or lack of allocation to portfolios. This ensures traceability for project approvals and project prioritization.

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Prioritization Budgeting Communication Planning 52

E78 Partners

APRIL 13, 2023

Integration Management: We will deploy our playbook, proven processes templates and tools led by successful M&A experts along with our synergy tracking framework to prioritize KPIs, all supported with the functional expertise to drive a successful deal.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 14, 2024

This follow-up article delves into how CFOs can effectively manage their diverse responsibilities, from prioritizing tasks to fostering innovation and leading their companies through transformational change. As organizations face new challenges and opportunities in a changing world, the role of the CFO will continue to expand and evolve.

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Prioritization CFO Leverage Risk Management 52

CFO Thought Leader

APRIL 15, 2024

Somewhat related to this, we need to improve the reporting that we’re doing out to the business units and give them budgets on a more consistent cadence. Thus, we want to make sure that we’re handling this as optimally as possible.

CFO 52

CFO Investments Concentration Restructuring 52

Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. You’d hope for information ratio, but you have a bigger risk budget or standard deviation.

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Leadership Investments Profit and Loss Technology 111

Spreadym

JULY 21, 2023

Leadership and Culture Digital transformation requires strong leadership support and a culture that embraces change and innovation. Prioritize Projects Identify and prioritize the digital initiatives based on their potential impact and alignment with the defined vision and strategy.

Finance 52

Finance Prioritization Compliance Leverage 52

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. The choice of tool depends on factors such as the organization's size, industry, budget, and specific reporting requirements.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

CFO Thought Leader

DECEMBER 17, 2023

Of course, career paths are seldom linear, and indeed Chambers’s CFO appointment at RealNetworks would arrive only after a 3-year stint as an FP&A leader with Rosetta Stone and two more as a planning and budgeting executive at the Bill and Melinda Gates Foundation. “I ” –Christine Chambers, CFO, PetMeds jb PetMeds | www.1800petmeds.com

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CFO Healthcare Leadership Prioritization 52