CFO Thought Leader

APRIL 3, 2025

While at Sovrn Holdings, Erik Rothschild uncovered a hidden data source during a disruptive tech shift and partnered with engineering to build an internal analytics tool. NOW WATCH CFO Erik Rothschild of Cin7 shares how an investors mindset, forged during the 2008 financial crisis, continues to guide his leadership approach.

CFO 52

CFO Prioritization Leadership Finance 52

Future CFO

NOVEMBER 27, 2024

"The increasing use of new technology has been the post-pandemic trend with organisations maximising the power of technology to expedite their recovery, identify new ways to enhance efficiency and identify new strategies through data analysis."

Accounting 105

Accounting Finance Problem Solving Accounts Payable 105

CFO Leadership

OCTOBER 10, 2023

Steer toward an architecture strategy that creates a single data repository that can be used for one-off problem solving and lets you add new AI analysis and assistance as they emerge. The post The CFO’s Guide to AI and Machine Learning first appeared on CFO Leadership.

Problem Solving 98

Problem Solving Leadership Finance CFO 98

CFO Selections

MARCH 4, 2024

The “branches” off each decision alternative that result use data analysis to forecast the most likely outcome of each decision. Basically, it is a visual version of an “if this then that” statement across all possible alternatives.

Planning 86

Planning Data Analysis Strategic Planning Forecasting 86

CFO Leadership

OCTOBER 10, 2023

The post Use AI and Insurance Insights to Make Better Decisions first appeared on CFO Leadership. The post Use AI and Insurance Insights to Make Better Decisions appeared first on CFO Leadership. Stay up-to-date by visiting the Aon Newsroom and sign up for News Alerts here.

Risk Management 105

Risk Management Healthcare Leadership B2C 105

Centage

JULY 19, 2022

With a top-down approach, senior leadership sets the financial constraints, and departments create their budgets accordingly. Although there are multiple ways to craft a business budget, most companies use one of the following methods: a top-down budget or a bottom-up budget.

Financial Planning and Analysis (FP&A) 111

Financial Planning and Analysis (FP&A) Budgeting Forecasting Data Analysis 111

Jedox Finance

SEPTEMBER 29, 2021

Unified tools and processes reduce data silos, decrease a risk of potential misalignment, and support better long-term business performance. Discover how a full xP&A solution can support a variety of planning methods and needs, forecasting, and allowing different types of data analysis.

Financial Planning and Analysis (FP&A) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Reconciliations 124

CFO Leadership

OCTOBER 10, 2023

The post Preparing Your Finance Organization for the New Era of AI first appeared on CFO Leadership. The post Preparing Your Finance Organization for the New Era of AI appeared first on CFO Leadership. Learn more about how we can help you achieve your business goals today.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

CFO Leadership

MAY 31, 2023

Data analysis and leadership were ranked by CFOs as the most important skills for new team members, outpacing more traditional competencies like accounting and project management. Inflation moved down to the third-ranked impact, tied with the US regulatory environment at 13%.

Prioritization 52

Prioritization Technology Leadership Data Analysis 52

Centage

MAY 3, 2022

With Planning Maestro, you can easily share professional, future looking financial statements with your teams and leadership and answer questions with confidence. Greater Confidence in Your Plan, Your Numbers, Your Team and Your Future Accurate financial statements are crucial to the long-term success of any business.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Data Analysis 98

Fpanda Club

SEPTEMBER 2, 2021

Familiar with data analysis and armed with powerful tools, FP&A teams start to play more visible roles in the organizations providing their leaders with actionable insights and recommendations on the best ways to achieve company’s objectives, thus, having the direct impact on their company’s results and success.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

Centage

OCTOBER 28, 2021

Forecasting balance sheet and cash flow enables your leadership team to make the most informed decisions and help your organization “future proof” itself to survive as new market variables will inevitably occur. Here are three best practices to improve your cash flow forecasting: #1.

Cash Flow Forecasting 90

Cash Flow Forecasting Forecasting Budgeting Data Analysis 90

Jedox Finance

APRIL 8, 2021

It also needs to be based on insights from data. Effective decision-making must be based on data analysis, decisions (planning) and the execution and evaluation of the decisions and its impact (forecasting). Good decision making should involve more than just a good artistic sense and strong intuition. an approved budget).

Data Analysis 89

Data Analysis Forecasting Analyzing Data Budgeting 89

Centage

JUNE 7, 2022

In the age of COVID, strong financial leadership is more important than ever. Marry Finance With Strategy It’s not enough to provide accurate financial data. Keep reading for best practices for impressing owners and employees alike as a new chief financial officer.

CFO 97

CFO Forecasting Data Analysis Budgeting 97

Centage

AUGUST 15, 2022

Identifying Drivers Company leadership needs to identify the drivers impacting their business if they want to take advantage of a driver-based planning system. After all, driver-based planning is known for being hard to manage and track, with larger organizations facing particular challenges.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

Future CFO

SEPTEMBER 10, 2023

More importantly, support and commitment from my winning finance team who believed in the leadership." "It is the team’s success, not mine alone and of course, it was only made possible with the support from many stakeholders which includes the MAG Board, my superior and peers," said Boo. Click here for more information.

CFO 98

CFO Finance Leadership Concentration 98

Future CFO

AUGUST 21, 2023

Skills such as data analysis, and the ability to interpret complex financial data are core competencies along with strong communication and collaboration skills are table stakes. What level of maturity in terms of experience at work and in the use of technology should a finance person have for AI to make a difference?

Finance 98

Finance Compliance Data Analysis Leverage 98

Centage

FEBRUARY 11, 2022

Business leadership wants timely and accurate updates from the FP&A team, which is a tall order for teams that rely on spreadsheets to project their cash flow and P&L statements. They will enable you to be more agile, make smarter decisions faster, and get more time back in the day to advise business leadership.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 98

Centage

APRIL 28, 2022

With that insight in hand, business leadership reap the ultimate benefit: the ability to make better decisions faster and with confidence. Out of the gate, Planning Maestro offered companies of all sizes a better way to plan, budget, forecast and report their financial performance.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Finance Budgeting 98

PYMNTS

MAY 13, 2020

The founders pledged to focus on how to reduce costs and improve customer satisfaction by using data analysis and said they were committed to being a part of the solution. This will elevate my focus from daily management to supporting Haven’s strategy, board, and leadership.

Healthcare 52

Healthcare Data Analysis Leadership Startups 52

Future CFO

AUGUST 7, 2024

Ho notes that CFOs, with their wider lens, can lead a team to draw insights from data to address specific strategic needs. There is a clear distinction between data analysis for analysis sake (e.g.

Data Analysis 98

Data Analysis CFO Budgeting Performance Measuring 98

Centage

DECEMBER 13, 2021

Modern FP&A professionals are charged with providing strategic, data-driven advice that helps leadership make sound decisions in the near and long-term future. Without connected data teams have limited ability to predict future performance to inform current decisions. The past 18 months have been difficult for finance teams.

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 84

Jedox Finance

NOVEMBER 19, 2020

The improvement in data quality follows with 53%. This finding is in line with what US-based FP&A expert Brian Kalish recently stated in his guest blog on data analysis : Data is abundant. Now it’s a matter of making it usable and analyzing it for added value. New instruments for financial management.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Data Analysis 98

Centage

DECEMBER 1, 2021

With Planning Maestro , Centage offers the sophisticated features needed by small and mid-market organizations to integrate budgeting , forecasting , and deep data analysis within one easy-to-use, scalable SaaS solution. To learn more about forecasting best practices check out our 5 Plays for Intelligent Financial Forecasting.

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

Future CFO

APRIL 3, 2024

The data analysis, which was made by Shir Dekel , Analytics and Survey Design Expert, Global Thought Leadership at PwC, shows that higher rates of resource reallocation are associated with higher profit margins, suggesting that most companies could increase profitability by reallocating more actively.

Benchmarking 52

Benchmarking Data Analysis Leadership Finance 52

CFO Talks

DECEMBER 5, 2024

The role of a CFO in a company has evolved over the years, providing key insights through financial analysis is an integral part of the role as this helps with decision making. Investing in technology (smart accounting and data analysis systems, etc.), Share your favorite leadership lesson.

CFO 52

CFO Finance Accounting Communication 52

VCFO

JULY 8, 2022

Workplan analysis is led by a senior CFO or CHRO professional with deep experience in applying the tool and a full understanding of the concerns, questions, and decisions that need to be weighed. The process itself is comprised of three steps: data collection, data analysis and visualization, and findings review.

Data Analysis 78

Data Analysis CFO Education Investments 78

CFO News Room

DECEMBER 30, 2022

Maybe it’s data analysis. Many middle managers are feeling torn right now between performance demands from leadership and calls for compassion from their employees. These probably aren’t the activities you’re the best at (yet) — they’re the ones that challenge you, frustrate you, and attract you all at once. Maybe it’s writing.

Data Analysis 130

Data Analysis Practice Management Leadership Communication 130

Jedox Finance

JANUARY 23, 2020

EPM bridges the gap between these different planning silos and supports planning, analysis and reporting of business results, KPIs and more. Collection of organization-wide financial and non-financial data. Analysis and calculation of major KPIs. We can look at this as a process: . Target setting for select business drivers.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

Future CFO

APRIL 3, 2023

Using machine learning and artificial intelligence (AI) for forecasting and predictive analysis is the next frontier for companies, where efficiency gains from RPA can help create more time for higher-value work such as AI-enabled data analysis and forecasting.

Finance 96

Finance Forecasting CFO Leverage 96

The Finance Weekly

DECEMBER 5, 2023

Strategic Leadership Given the rapid transformation of business models, especially with the ongoing green energy shift and the , pervasive XaaS trend , CFOs play a crucial role in guiding strategic discussions within their companies. Despite these challenges, CFOs must collaborate with their management teams to formulate practical solutions.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

Future CFO

MARCH 21, 2022

“As the amount of data increased exponentially as we go through digital transformation, it was impossible to understand and analyse the data in an effective manner that takes into account all key business drivers without injecting subjective human judgements,” he recalled. It is all about turning hindsight into foresight.”.

Data Analysis 52

Data Analysis Leverage Leadership Finance 52

The Finance Weekly

OCTOBER 13, 2021

Complete data analysis (DA). Leadership Skills & Collaboration with C-Suite Professionals: Due to the emergence of their increasing leadership responsibilities, FCs today often leverage their position to analyze and generate their own strategic insights in collaboration with the CFO, rather than simply serving up information.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

FEBRUARY 20, 2024

Corporate leaders need to be committed to nurturing and empowering the right people to collect relevant data from different parts of business operations. Not only will they have the right expertise, but they can also provide valuable feedback on the results obtained from the data analysis.

Finance 98

Finance Profit and Loss Data Analysis Numbers 98

E78 Partners

APRIL 13, 2023

Transition of Leadership Leadership and governance : We provide C-level interim and project leadership with the experience and perspective your firm needs. Leadership transition & executive search : We provide management transition services to ensure your firm has the leadership it needs at all times.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

MAY 14, 2023

Asking the right questions is key to effective leadership. View finance as a teaching part of the organization and empower others to be inquisitive about the data.” Don’t be afraid to take a nontraditional path to get as close as you can to the customers and those who support them.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

AUGUST 5, 2023

Professionals with more , specialized skills or extensive experience, such as data analysis or forecasting, tend to command higher salaries. Additionally, the level of skills and years of experience play a significant role in determining salaries.

Financial Planning and Analysis (FP&A) 52

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