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

Future CFO

JANUARY 7, 2024

By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management. The challenge is in integrating new technologies such as generative artificial intelligence in the organisation's business models and assessing the total cost of risk at multiple levels.

CFO 52

CFO Risk Management Leverage Strategic Planning 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. Explore All Episodes. Related Resources. 2022 B2B Payments Survey Results Report.

Finance 52

Finance Treasury B2B Strategic Planning 52

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 Talks

NOVEMBER 11, 2024

Global Engagements : Regular participant in international finance conferences, helping shape a modern, technology-driven finance department. Engaging with industry leaders and participating in discussions about emerging trends broadened my perspective and inspired me to embrace new technologies in finance.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Talks

JULY 23, 2024

This requires a robust risk management framework and regular communication with key stakeholders. Leverage Technology Technology can be a powerful ally in risk management. Engage in Strategic Risk Management Risk management should be integrated into your strategic planning process.

Risk Management 52

Risk Management CFO Compliance Communication 52

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

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. Start with deepening your understanding of financial planning and analysis, budgeting, and forecasting to support data-driven decisions.

CFO 52

CFO Prioritization Leadership Communication 52

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

Future CFO

SEPTEMBER 9, 2024

Yet CFOs report feeling exposed when it comes to maintaining and growing their technology skills while also developing digital competence among their finance teams. This is partly due to organisations underestimating the difficulty of change in terms of people’s behaviours, attitudes and talents needed to adopt technology fully.

Finance 98

Finance Problem Solving Investments Nonprofit 98

The Charity CFO

NOVEMBER 23, 2022

Today, technology is at the center of most businesses—and nonprofits are no exception. As nonprofits become increasingly reliant on technology, finance directors must have experience working with and integrating various financial systems and software programs. Excellent Communication Skills. Strategic Thinking.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 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

The Finance Weekly

NOVEMBER 7, 2023

Delegating responsibilities allows for concentrated efforts on both strategic planning and operational tasks. Additionally, establishing clear and succinct priorities for the team provides a roadmap for harmonizing daily duties with overarching , strategic goals. This helps with making better and quicker business decisions.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Strategic Planning Concentration Data Analysis 59

The Charity CFO

JULY 2, 2024

They are quickly learning that outdated processes hinder an organization’s ability to reach its goals, connect with the community, and engage with donors. If this feels relatable, this article will walk you through the steps you need to modernize your nonprofit operations–from adopting technology solutions to improving data security.

Nonprofit 52

Nonprofit Auditing Prioritization CFO 52

Future CFO

NOVEMBER 15, 2023

Collaboration and Communication CFOs should invest in collaboration platforms that allow multiple stakeholders to work on spreadsheets simultaneously while maintaining data security and version control. Strategic Thinking CFOs should encourage their teams to use spreadsheets strategically.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

The Finance Weekly

MAY 5, 2024

As companies shift from static sales plans to more dynamic sales planning, leaders see it as a more advanced and adaptable approach that can be tailored to meet the organization's evolving needs. Benefits of Sales Planning Sales planning offers a bunch of perks for businesses. What is Revenue Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

The Finance Weekly

OCTOBER 13, 2021

CPM involves a greater emphasis on improving communication and business strategies within a company. The responsibilities of controllers today extend to more than just accounting and forecasting; FCs are now expected to engage in business administration and financial planning. CPM is a way to ensure business strategies get executed.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. Contact us today to use data to drive decisions.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

NOVEMBER 10, 2022

A solid picture of finances helps with strategic planning, identifying new fundraising opportunities, and evaluating program effectiveness. Look for an accountant that offers bookkeeping, financial reporting, budgeting, strategic planning, and audits. Utilize cutting-edge technology.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

Spreadym

OCTOBER 3, 2023

FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning. Communication: Effective communication is critical. Errors can have significant consequences.

Financial Planning and Analysis (FP&A) 59

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

VCFO

JUNE 19, 2023

While it’s unlikely that one could find an executive that disagrees with this sentiment, manufacturing entities nonetheless often operate in isolated silos with inadequate communication and interaction between the production units and the corporate team. It also shows respect. Teams, Slack, etc.), and video can also be leveraged.

Prioritization 67

Prioritization Manufacturing Leadership Communication 67

CFO Talks

MARCH 19, 2024

By distilling these goals into a concise list and communicating them consistently—whether in formal presentations or casual discussions—the CFO ensures everyone understands and aligns with the finance department’s direction. This might involve enhancing digital finance capabilities or adopting sustainable business practices.

CFO 52

CFO Communication Finance Budgeting 52

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. Information Technology Auditor . Information technology auditors ensure that financial institutions have adequate controls to protect their information assets.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

PYMNTS

SEPTEMBER 4, 2020

As organizations accelerate their sales digitization efforts, B2B eCommerce has jumped to the top of strategic planning initiatives. It's a business model that secured the backing of FINTOP Capital, which led the round, while PayPal co-founder Peter Thiel and Palantir Technologies and Founders Fund also participated.

B2B 60

B2B Startups Communication Strategic Planning 60

Future CFO

JULY 14, 2022

Besides physical risks, companies also face transition risks from policy, technology and other socio-economic changes as the world shifts towards a low-carbon future. They are also a key business partner who helps drive the company’s strategic agenda. Technology enables ESG initiatives. These technologies don't stand alone.

Risk Management 98

Risk Management Compliance Finance Strategic Planning 98

PYMNTS

JULY 7, 2020

The Southeast Asian country’s national tax office announced it will impose a 10 percent value-added tax (VAT) on foreign global technology companies as the nation looks for ways to defray the costs of battling the economic effects of the COVID-19 pandemic, Reuters reported.

Sales 56

Sales Strategic Planning Budgeting Compliance 56

Fpanda Club

MARCH 28, 2021

Recent technological advancements and constant changes in the business environment enable the finance function in general and FP&A teams in particular to adopt new ways of work, new practices, new tools to meet the needs of their internal and external customers.

Budgeting 130

Budgeting Forecasting General Ledger Finance 130

Centage

JANUARY 18, 2024

Finance teams often get asked to do more with less, which makes it important that you adopt the right FP&A tools to amplify your capabilities and create more time for strategic planning. Stronger interdepartmental communication and collaboration is a good benchmark to set as a best practice for this year.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Risk Management Leverage 40

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

APRIL 1, 2023

Budge has extensive experience in top finance positions, having served as the CFO of Pluralsight, a technology learning platform, and Anaplan, a software company. Varma comes to the company from Motif FoodWorks, a food technology firm, where she held the same position. Varma began her career in accounting at KPMG.

CFO 52

CFO Corporate Finance Finance Pharmaceutical 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

Onplan

DECEMBER 16, 2021

Developing long-range strategic plans that align with annual financial objectives Variance reporting and analysis Guiding strategic long-term planning Working with internal departments to understand their goals and objectives Board reporting. Knowing how to use technology as an advantage for any SaaS finance leader.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

Developing long-range strategic plans that align with annual financial objectives Variance reporting and analysis Guiding strategic long-term planning Working with internal departments to understand their goals and objectives Board reporting. Knowing how to use technology as an advantage for any SaaS finance leader.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

SEPTEMBER 27, 2023

It involves a set of processes, methodologies, metrics, and systems designed to help businesses effectively plan, monitor, and manage their performance to achieve their strategic goals and objectives. Budgeting and Forecasting: CPM involves the creation of budgets and financial forecasts that align with the strategic plan.

SAP 59

SAP Budgeting Forecasting Auditing 59

PYMNTS

FEBRUARY 20, 2019

Small business (SMB) adoption of technology can be a process filled with growing pains and friction points, thanks to the cost and disruption associated with integrating a new technology. “Technology is changing the practice of accounting and finance,” Asgeirsson said in an interview with PYMNTS.

Accounting 76

Accounting Cash Flow Forecasting Startups Forecasting 76

VCFO

JUNE 29, 2023

How Cracks in Nonprofit Finance & Compliance Creep In Nonprofit CEOs rely on their organization’s CFO to provide sound fiscal management, ensure full compliance, and be strategic partners. They also rely on the CFO’s leadership, providing up to date communication, and accurate financial reporting.

Nonprofit 67

Nonprofit Finance CFO Compliance 67