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.

Financial Planning and Analysis (FP&A) 59

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

VCFO

NOVEMBER 7, 2023

It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers. A QoE report assesses business risk and predictability of earnings. The QoE looks at the sustainability and accuracy of future profits.

Valuation 83

Valuation Auditing Concentration CFO 83

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.”

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

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

The Finance Weekly

JULY 14, 2024

It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. It also differs from mid-range strategic planning processes.

Planning 52

Planning Leadership Budgeting Financial Analyst 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 Concentration Benchmarking 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 Talks

MARCH 20, 2024

It involves trusting your team, delegating effectively, and concentrating on strategic financial planning. A key part of the CFO’s role is to nurture and maintain investor relations, securing the trust and confidence of stakeholders through transparency and strategic communication.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 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

CFO Talks

OCTOBER 31, 2024

Deepen your understanding of the business, beyond finance, so you can add value in areas like operations, technology, and strategic planning. As CFO, your role is not just about managing numbers but about steering the organization toward sustainable growth. Another crucial aspect is building strong communication skills.

CFO 97

CFO Leadership Communication Problem Solving 97

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

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?

Financial Planning and Analysis (FP&A) 52

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

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 Leadership

AUGUST 12, 2021

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. Kim works closely with the CEO to develop strategic plans while focusing on financial matters to enhance the quality of the daily operations.

Leadership 98

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

Barry Ritholtz

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. It’s, it’s double concentrated risk. Entities like the s and p 500 growth fund are far more concentrated than is legally allowed by the 40 act, by which they’re governed.

Concentration 67

Concentration Valuation Marketing Investments 67

Boston Startup CFO

OCTOBER 29, 2012

When you outsource necessary functions on an as-needed basis, you can concentrate your internal team efforts where they are most needed: growth. Remember, you don’t outsource to make a service disappear; you outsource to reduce your cost structure and keep your internal resources focused on your business. Courtesy of YEC.

Startups 52

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

CFO News Room

NOVEMBER 29, 2022

And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. So, his role in what I wanted to bring him on was somebody to have a component of strategic planning involved.

Leverage 130

Leverage Planning Concentration Tax Planning 130

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