VCFO

NOVEMBER 1, 2023

A common outcome of this mindset is a rationalization on the part of the CEO that they (perhaps along with the CFO) can adequately represent the views of People Ops as strategic planning commences, check some HR-oriented items off the list themselves, and not bring focused People Operations expertise to the table.

Strategic Planning 73

Strategic Planning Leadership Planning Compliance 73

CFO Talks

JUNE 13, 2023

Key initiatives and strategic planning: During the inaugural meeting, CFO leaders engaged in a vibrant exchange of ideas and strategic planning sessions. Additionally, the alliance aims to establish a shared online platform that represents national bodies, facilitating communication and collaboration across borders.

CFO 97

CFO Strategic Planning Finance Communication 97

Fpanda Club

SEPTEMBER 2, 2021

Performance management is a range of practices which a company uses to measure its performance and communicate results. Linked with financial planning, analysis and reporting, business performance management becomes an inalienable part of the FP&A teams’ activities. Turning to soft skills, it’s not so easy here.

Financial Planning and Analysis (FP&A) 130

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

Future CFO

OCTOBER 27, 2024

The CFO’s role inarguably has evolved over the years, beyond traditional financial management encompassing strategic decision-making and risk mitigation. Considering the CFOs’ expertise in financial management, risk assessment, and strategic planning is vital in mastering the complexities of balancing these two goals.

CFO 98

CFO Communication Strategic Planning Economics 98

Fpanda Club

FEBRUARY 5, 2024

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. To give you an idea, finance professionals that fit finance business partner profile with analytical, business acumen and effective communication skills cost around 25% more than those that do not possess these qualities.

Finance 130

Finance Analyzing Data Benchmarking Communication 130

Global Finance

DECEMBER 18, 2024

Mariana Oiticica : It is increasingly vital to their long-term strategic planning. But maintaining clear and ongoing communication about the performance metrics and expectations of these alternatives is crucial for sustaining client trust and confidence over time.

Banking 105

Banking Education Analyzing Data Economics 105

CFO Share

JULY 16, 2024

CFOs must also be excellent communicators. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts. They analyze market trends and economic data to predict future financial performance and guide strategic decision-making.

Financial Planning and Analysis (FP&A) 98

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

CFO Talks

NOVEMBER 21, 2024

I believe in breaking challenges down into manageable tasks, which makes them less overwhelming and easier to address systematically. I also rely on open communication and collaboration, particularly when the challenge involves a team. This helps in developing a well-informed strategy to tackle the problem.

CFO 98

CFO Leadership Communication Problem Solving 98

Future CFO

FEBRUARY 9, 2023

Reflecting on the recent surge in digital transformation within the insurance sector, Boon Boon Lim , head of finance for QBE Malaysia and head of finance operations for QBE Asia, added: “Our business landscape necessitates strong digital infrastructure and capabilities to work, partner and communicate effectively.

Finance 96

Finance Leadership Communication Accounting 96

VCFO

NOVEMBER 1, 2023

Focusing Forward A year end project plan for every company includes, among other things, the actions required to close the books, completion of the audit and tax returns, issuance of W-2s and 1099s and filing of payroll and HR related reports with the relevant authorities. It is critical to engage in strategic planning for the year ahead.

Finance 88

Finance Strategic Planning Auditing CFO 88

The Charity CFO

JANUARY 8, 2025

As the leader of one of Minnesota’s most impactful environmental organizations, Hoffman shared valuable insights on strategic planning, measuring impact, and creating a healthy work culture. The strategic plan helps the organization focus on its unique strengths and strategic advantages, particularly in legal expertise.

Leadership 52

Leadership Nonprofit Strategic Planning Prioritization 52

Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Strategic Planning 80

Strategic Planning Construction Practice Management Communication 80

CFO Talks

FEBRUARY 9, 2024

Financial Planning and Analysis: Forecasting and analysing financial trends are fundamental skills for today’s CFOs. They must update financial models and strategic plans in light of the Reserve Bank’s decision to ensure they align with the organisation’s goals.

CFO 52

CFO Strategic Planning Communication Risk Management 52

Future CFO

JULY 23, 2024

This is the view of Georgeta Elena Precup (Moran), CPA,CGMA , Operating Partner - Acting CFO, Advisory at Beyond Podiatry , emphasising how CFOs occupy a unique vantage point, overseeing not only financial health but also strategic planning , risk management, and corporate governance.

Auditing 59

Auditing Communication CFO Strategic Planning 59

Future CFO

JUNE 10, 2024

Amongst trade transaction stakeholders, MacLennan says digitisation "dramatically improves communication and collaboration." With a wealth of digital data available, trade finance becomes ripe for advanced analytics, offering deeper insights for risk management, trend analysis, and strategic planning.

Finance 90

Finance Compliance Communication Strategic Planning 90

Fpanda Club

APRIL 18, 2022

To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information. SWOT SWOT stands for the analytical tool to uncover Strengths, Weaknesses, Opportunities and Threats and is frequently used in strategic planning exercises.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

CFO News Room

DECEMBER 16, 2022

Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Communication Skills. Finance is a complex field, and communicating effectively is essential for success. Senior Accountants. Average salary: $73,547 per year.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

CFO Thought Leader

JANUARY 5, 2025

Finally, Cribl CFO Zach Johnson shares his three Ps frameworkprecision, predictability, and performancespotlighting how open communication and unit economics training can shape a companys culture and boost long-term value. If youre curious about how CFOs balance short-term needs with strategic planning, tune in to hear Johnsons perspective.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

Focus CFO

MAY 25, 2023

He has successfully managed areas that present significant challenges to companies today, such as stakeholder communications during periods of uncertainty or financial crisis, cybersecurity risks, human resources, financial capacity, operations, enterprise risk management, and strategic planning.

Strategic Planning 52

Strategic Planning Leadership Risk Management Communication 52

VCFO

AUGUST 18, 2022

For the CPO, this means shaping and carrying out a strategic plan that unlocks that people potential via a high level of employee engagement. Succeeding in this requires the CPO to have good working relationships, strong communication skills, high business involvement, operational savviness, and high emotional intelligence.

Leadership 78

Leadership Communication Management Consulting Strategic Planning 78

VCFO

JULY 23, 2024

Finding Success as an Aerospace & Defense Supplier Analyst outlooks for the Aerospace and Defense (A&D) industry point to significant, continued growth as strong travel and communication demand fuel the commercial sector, and a changing military landscape feeds more defense spending.

Compliance 86

Compliance Communication Strategic Planning Budgeting 86

CFO Simplified

FEBRUARY 13, 2022

Strategically plan for the company’s future . Not only do they forecast the future growth of your business, but they also play a role in drafting the sale agreement, and communicating with potential buyers. Review your business’ financial performance with your CFO prior to making any set-in-stone plans regarding your exit. .

CFO 52

CFO Strategic Planning Communication Forecasting 52

CFO Talks

OCTOBER 31, 2024

Collaboration and open communication are also central to how I tackle difficulties. Working across borders requires not only expertise in financial and operational strategies but also the ability to navigate cultural nuances, communication styles, and varied business practices. Finally, strong communication skills are indispensable.

CFO 97

CFO Leadership Communication Problem Solving 97

CFO Talks

OCTOBER 25, 2023

Key competencies include staff planning, project management, and corporate finance. With 9 competencies, this role focuses on leadership, communication, corporate governance, and change management. This requires strong leadership skills, the ability to communicate effectively, and the capacity to set and achieve visionary goals.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Forecasting 130

Forecasting Budgeting General Ledger Finance 130

Nerd's Eye View

NOVEMBER 17, 2022

And by identifying how to break up their process into smaller, more manageable steps and keeping the potential failure of each particular step in perspective, advisors can more easily see their plan through.

Strategic Planning 75

Strategic Planning Planning Communication Numbers 75

Spreadym

NOVEMBER 8, 2023

Communication: Effective communication is essential, both in terms of sharing information and collaborating on the budget, as well as in reporting on budget performance throughout the year. This can lead to more effective strategic planning.

Budgeting 59

Budgeting Communication Strategic Planning Analyzing Data 59

The Charity CFO

JUNE 27, 2024

This process should include: Clarifying the vision, mission, and values of the organization Developing a strategic plan for the organization Establishing clear goals and objectives, such as defining nonprofit KPIs Defining and clarifying the goals and mission of your organization sets you up as a successful leader.

Nonprofit 52

Nonprofit Leadership Strategic Planning Communication 52

Centage

AUGUST 15, 2022

With driver-based planning, companies identify a set of factors that influence their success and model that data to better understand its impact. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

Centage

OCTOBER 9, 2023

Aligning planning and budget is a crucial step to achieving your company’s goals and objectives. The relationship between strategic planning and budgeting Your strategic plan is the vision for your company. Detailed financial plans set your organizational goals.

Budgeting 52

Budgeting Planning Strategic Planning Communication 52

Focus CFO

MARCH 3, 2022

However, with guidance and strategic planning led by an experienced CFO, organizations will be well equipped to weather the storm. . It all boils down to data-driven analysis, scenario planning, communication, collaboration, and—just as important—coordination. Elevate scenario planning . LEARN MORE. 855-236-0600.

CFO 52

CFO Strategic Planning Communication Credit Risk 52

Strategic Treasurer

NOVEMBER 21, 2022

Stewardship: Environment, Finance, and the Community. Companies are stepping back to take a long-term look at their business plans. Meeting annual and quarterly targets is being balanced with new ideas for long-term strategic plans. Becoming a Treasurer Series. Listen to Series.

Finance 52

Finance Treasury B2B Strategic Planning 52

The Charity CFO

NOVEMBER 23, 2022

Excellent Communication Skills. The ability for communication, with various stakeholders, is essential for the finance director role. As such, they need to be able to clearly communicate financial information to people with non-financial backgrounds. Strategic Thinking. How to verify. Do they speak clearly and concisely?

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

PYMNTS

SEPTEMBER 4, 2020

As organizations accelerate their sales digitization efforts, B2B eCommerce has jumped to the top of strategic planning initiatives. The company said it would use the investment to expand its product features with a focus on its automated lending infrastructure, and noted it will now include ACH processing in its offering.

B2B 60

B2B Startups Communication Strategic Planning 60

Future CFO

JULY 14, 2022

As financial risks and opportunities related to climate change become an important consideration as part of companies’ risk management and strategic planning processes, CFOs have a central role in driving their organisation’s ESG agenda. They are also a key business partner who helps drive the company’s strategic agenda.

Risk Management 98

Risk Management Compliance Finance Strategic Planning 98

CFO Talks

SEPTEMBER 19, 2024

Communicate Transparently and Frequently In times of change, uncertainty can breed anxiety. Clear and open communication is key. When communicating, focus on simplicity and clarity. Regularly review and update your financial forecasts and strategic plans to reflect changing market conditions.

Leadership 52

Leadership Communication CFO Strategic Planning 52

Global Finance

DECEMBER 6, 2024

GF: How do you communicate that to clients? Frame: We communicate the value of our market views through regular updates, reports, and personalized consultations. By sharing insights and analyses, we demonstrate our commitment to informed decision-making and strategic planning.

Banking 52

Banking Communication Strategic Planning Leverage 52