Future CFO

JUNE 10, 2024

Iain MacLennan , head of trade and supply chain finance at Finastra , believes that digitalisation is a transformative force across businesses, as it redefines how they engage, operate, and innovate through integrating advanced technologies like artificial intelligence or blockchain.

Finance 90

Finance Compliance Communication Strategic Planning 90

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

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.

Forecasting 130

Forecasting Budgeting General Ledger Finance 130

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. Known for his strategic mindset and dedication to continuous improvement, Rowen’s story offers valuable insights and inspiration for aspiring leaders across Africa.

CFO 97

CFO Leadership Communication Problem Solving 97

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 Financial Analyst Compliance 130

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 Strategic Planning Finance 98

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

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

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

Global Finance

DECEMBER 6, 2024

Morgan US Private Bank, discusses navigating rising rates, global tensions, and technological transformation. This includes regular security audits, investing in advanced technologies, and educating themselves and their teams about best practices. GF: How do you communicate that to clients? David Frame, CEO of J.P.

Banking 52

Banking Communication Strategic Planning Leverage 52

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

CFO Talks

SEPTEMBER 19, 2024

Embrace Continuous Learning Change often brings with it new technologies, regulations, and business models. Keeping up with industry trends, understanding new financial technologies, and staying informed about regulatory updates are essential. Communicate Transparently and Frequently In times of change, uncertainty can breed anxiety.

Leadership 52

Leadership Communication CFO Strategic Planning 52

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

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

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

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

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

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. This emphasis can assist in identifying new methods and technologies that promote operational greatness.

Investments 52

Investments Prioritization Strategic Planning Leverage 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

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

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

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

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. This emphasis can assist in identifying new methods and technologies that promote operational greatness.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. This emphasis can assist in identifying new methods and technologies that promote operational greatness.

Investments 52

Investments Prioritization Strategic Planning Leverage 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 Financial Modeling Budgeting 59

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

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

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

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 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

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

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

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. This cost-effective model allows businesses of all sizes to leverage advanced technologies without financial constraints.

SAP 70

SAP B2B Leverage Analyzing Data 70

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