Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Simplified

DECEMBER 6, 2024

Most of a companys concentrated efforts go to the creation of what theyre going to sell, and with good reason. Strategically, plans need to be made to keep current with technology and the often-unrealistic expectations of the consumer. There are many elements involved in developing and manufacturing products for a customer.

Manufacturing 52

Manufacturing Concentration CFO Strategic Planning 52

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

The Finance Weekly

AUGUST 27, 2023

Planful and Datarails are two of the leading FP&A solutions in 2023. Planful is an FP&A solution that was built for large companies and enterprises. Planful has a great AI feature called Planful Predict and it is a big selling point in 2023.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP)works – not only for individuals but for businesses as well. It also differs from mid-range strategic planning processes. Welp, that’s kind of short-ranged!

Planning 52

Planning Leadership Budgeting Financial Analyst 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

Global Finance

JULY 26, 2024

Customers can enable advanced analytics and insights, improving decision-making and strategic planning. With this model, treasurers can become much more agile, adopting new technologies and services quickly, and innovating continuously to meet changing market demands.” FAB wins for the Best Virtual Accounts Solution for Corporates.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

CFO News Room

NOVEMBER 29, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Leverage 130

Leverage Planning Concentration Tax Planning 130

VCFO

NOVEMBER 7, 2023

Some sellers proactively seek a report well in advance of planned transactions to give themselves a chance to prepare for concerns that may arise, eliminate surprises, and/or correct factors that may detract from valuation in a future transaction. A QoE report assesses business risk and predictability of earnings.

Valuation 83

Valuation Auditing Concentration CFO 83

CFO Simplified

JUNE 13, 2022

Strategic planning, Human Resources, Product Development, Sales, Marketing, Customer Service, Accounting and Finance, IT – and that’s not all. . You can concentrate on product development, marketing, finance or sales. Your response is, “I’m an entrepreneur. Think about all the things that must be done. And that’s your key. . .

Concentration 52

Concentration Strategic Planning Education CFO 52

The Finance Weekly

NOVEMBER 7, 2023

Modern businesses are struggling with challenges related to their Financial Planning and Analysis (FP&A) teams. These teams need the right data, processes, and tools to plan and analyze effectively. Delegating responsibilities allows for concentrated efforts on both strategic planning and operational tasks.

Financial Planning and Analysis (FP&A) 59

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

CFO Simplified

SEPTEMBER 11, 2023

Here are some areas you should consider in your planning: Customer Concentration Leadership Staffing Products Financial Resources Technology Customer Concentration is an easy one to understand. Is your leadership concentrated in one office? Concentrating too many responsibilities in one person can be disastrous.

Concentration 52

Concentration Leadership CFO Manufacturing 52

Boston Startup CFO

OCTOBER 29, 2012

Are you prepared to manage the day-to-day of your startup, from recruiting new talent to bookkeeping to financial planning? Overall, CFOs help you with business planning, providing your business plan with essential rigor. If you have a knowledge gap within the ecosystem of your organization, you need to fill it. Courtesy of YEC.

Startups 52

Startups Mergers and Acquisitions (M&A) GAAP Accounting Principles 52

VCFO

NOVEMBER 4, 2022

What’s critical to understand today is that the intensity of the environmental factors we now face is going to be matched by a similarly intense and concentrated period of businesses changing positions along this continuum – some for the better, and some for the worse. Adaptation and Avoiding the Bite of Inaction.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

CFO Leadership

AUGUST 12, 2021

She joined a new executive team to lead strategic alignment and operational transformation of Finance, Information Technology, Meeting & Travel Services, and Facilities Management. Kim Ngyuen came to the US from Vietnam to further her education and obtained her MBA with a concentration in Accounting at Albertus Magnus College.

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

CFO Talks

OCTOBER 31, 2024

In my career, I’ve faced situations where initial plans failed, markets shifted unexpectedly, or projects didn’t go as anticipated. I’m highly organized—some might say OCD-level organized—and invest significant time in planning, preparing, and prioritizing. Lastly, resilience and adaptability are critical.

CFO 97

CFO Leadership Communication Problem Solving 97

VCFO

MARCH 30, 2023

If a company’s offerings are so niched or concentrated, what happens if demand shifts suddenly or consistently over time for that offering or set of offerings? If an owner is the only decision maker, sales lead, or sole operator in another key role, it makes it very tough to push the value of or sell the business.

Valuation 86

Valuation SAP Concentration Benchmarking 86

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

CFO Simplified

APRIL 15, 2022

In fact, most of a company’s concentrated efforts go to the creation of what they’re going to sell, and with good reason. Strategically, plans need to be made to keep current with technology and the often-unrealistic expectations of the consumer. But creating a great product is only half of the story.

Manufacturing 52

Manufacturing Concentration CFO Strategic Planning 52

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. For long-term success, concentrate on KPIs that guide your overall strategy. These objectives may include things like total revenue, profit, or the ratio of debt to equity.

Budgeting 52

Budgeting General Ledger Sales Concentration 52

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. Farhaan: Sure. Farhaan: Sure.

Leadership 52

Leadership CFO Accounting Finance 52

Barry Ritholtz

AUGUST 20, 2024

What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Concentration 69

Concentration Valuation Marketing Investments 69