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

Future CFO

OCTOBER 3, 2021

Serving as the guidepost for the whole organisation, the strategic plan helps clarify your organisation’s direction, purpose, and goals, and provides a platform to communicate with all key stakeholders. The post Building resilience & value in uncertain times: Why is strategic planning essential?

Strategic Planning 40

Strategic Planning Planning Communication CFO 40

CFO Plans

FEBRUARY 23, 2025

Building Strong Connections in Investor Relations and Financial Reports Strong investor relations are founded on regular, transparent communication. Financial reports serve as a vital tool for engaging with investors, addressing their concerns, and showcasing your business’s strategic trajectory.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 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

The Finance Weekly

FEBRUARY 22, 2025

Key Features of Workday Adaptive Planning 1) Financial Planning Workday Adaptive Planning provides advanced financial tools to streamline forecasting, budgeting, and strategic planning. Scenario Planning - Utilize AI-powered "what-if" modeling to assess financial outcomes and optimize strategies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

Focus CFO

DECEMBER 6, 2021

Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. Businesses that set goals and try to hit them without an overarching strategic plan can end up wasting resources, pulling their teams in too many directions, and thwarting their own expansion efforts.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. Foster Cross-Department Collaboration: Encourage departmental communication and collaboration to streamline processes and reduce redundancy.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. To that end, savvy owners utilize software programs that allow for more collaborative workflows as part of their financial planning process.

Strategic Planning 52

Strategic Planning Planning Cash Flow Forecasting Forecasting 52

CFO Simplified

JULY 22, 2022

Establish a policy so it’s handled uniformly, then communicate it to everyone. A business plan isn’t something that you just create when you start a company, it’s a strategic plan for how you’re going to manage and grow over the next two, five, and 10 years. The pandemic changed plans for nearly every business.

Cash Flow Forecasting 96

Cash Flow Forecasting Strategic Planning CFO Planning 96

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

CFO Talks

NOVEMBER 11, 2024

Additionally, I learned the importance of cultural sensitivity and effective communication. Communication Skills: Effective communication is vital for conveying complex financial information to non-financial stakeholders, including the board of directors and investors. How do you balance your personal and professional life?

CFO 52

CFO Leadership Problem Solving Communication 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 98

Strategic Planning Construction Practice Management Communication 98

CFO Thought Leader

MARCH 12, 2025

This shift eliminated surprises, improved investor communication, and helped 2X regain momentum. He implemented weekly financial reporting with leading and lagging indicators, giving his team 52 opportunities per year to course-correct instead of 12. Sullivan also discusses scaling finance, AIs role, and optimizing marketing investments.

Finance 40

Finance CFO Communication Financial Reporting 40

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

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 General Ledger Compliance 98

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 98

Strategic Planning Planning Communication Numbers 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 Communication Leadership 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

CFO Talks

NOVEMBER 20, 2024

I aim to build a team of skilled professionals who can offer deeper financial insights, strategic planning, and operational efficiencies that empower our clients to achieve sustainable growth. As a newly qualified accountant on the path to becoming a CFO, developing a blend of strategic and technical skills is crucial.

CFO 52

CFO Prioritization Leadership Communication 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

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 Risk Management Leadership 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 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

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

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