The Finance Weekly

JANUARY 19, 2023

An operational CFO optimizes performance by combining data from various departments with financial data. The modern CFO must possess both expertise in operational and strategic finance to meet the evolving needs of business and the finance function. What is Operational Finance?

Leadership 98

Leadership CFO Benchmarking Finance 98

The Finance Weekly

NOVEMBER 20, 2023

AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). AI integration in their FP&A function brings various positive outcomes: AI algorithms boost efficiency by swiftly handling large amounts of financial data, reducing the , risk of errors , and enhancing data integrity.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. As a result, every company sought financial clarity. Source: FutureCIO-AFP, 2021.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

The Finance Weekly

APRIL 13, 2024

Every modern enterprise, regardless of size, requires finance software to manage various aspects of its financial health. This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting.

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 14, 2021

Compounded over many rows, even a simple mistake can lead to faulty financial data. Large or small business that use spreadsheets are taking a risk: Boeing leaked employees’ personal data in a hidden spreadsheet column. Siloed financial data can lead to false assumptions because insight isn’t based on a complete picture.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

Centage

OCTOBER 17, 2022

To that end, it’s essential to have a software program that lets you create multiple versions of your budget based on different financial models. Test the impact of proposed scenarios and gain immediate insight into how your assumptions may affect your finances. Not every company has the same tolerance for risk.

Strategic Planning 98

Strategic Planning Planning Cash Flow Forecasting Forecasting 98

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. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A) 59

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

Centage

OCTOBER 3, 2022

Limited Visibility To conduct financial data analysis, your business needs to test various hypothetical scenarios. The process of generating what-if scenarios and financial models or incorporating several variables at once could be time-consuming. A single miscalculation could lead to significant monetary loss.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Centage

SEPTEMBER 11, 2023

Gather the Data. Collect your company’s financial data, including the budgeted and the actual figures for the same timeframe. When departments or teams are responsible for budget adherence, it encourages them to manage finances responsibly. We’ve laid the step-by-step process out below.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Spreadym

NOVEMBER 16, 2023

This ensures that financial data is accurate, up-to-date, and consolidated. Collaboration and Workflow Management: Features for collaboration and workflow management facilitate communication and coordination among team members involved in the financial planning process.

Financial Planning and Analysis (FP&A) 59

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

Planful

AUGUST 30, 2016

The survey was taken by roughly 250 Finance executives in North America. The key areas of focus included the mission of Finance, key Finance and enterprise performance management (EPM) initiatives, and attitudes toward cloud-based EPM solutions. MISSION OF FINANCE. Primary Mission of Finance.

Finance 40

Finance Budgeting Forecasting Planning 40

Jedox Finance

SEPTEMBER 10, 2020

They have reduced fixed costs, changed leasing arrangements, and provided financing measures as lifelines for high-grade suppliers suffering a catastrophic reduction in cash flow. For dynamic forecasting to work effectively, CFOs need a scenario and modeling platform that supports real-time data updates.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

Collectiv

MARCH 5, 2025

Accurate Planning Requires a Single, Integrated Source of Truth Modernized planning is about transforming business processes holisticallyintegrating concepts of financial planning across all departments, whether its HR, supply chain, sales, or operations. However, this finance-centric approach left a lot of blind spots across the enterprise.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

Beacon CFO Plus

SEPTEMBER 27, 2023

Fractional CFOs assist in fundraising efforts by preparing financial models, investor presentations, and financial projections that attract potential investors. Fractional CFOs can adapt to these changing requirements, helping startups scale their financial operations efficiently.

Startups 52

Startups Compliance CFO Financial Modeling 52

Spreadym

JUNE 27, 2023

Budgeting involves allocating resources and setting financial targets for various departments or business units within the organization. Financial Analysis: FP&A professionals conduct in-depth analysis of financial data to assess the organization's performance and identify areas for improvement.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

SEPTEMBER 27, 2021

While other departments have advanced and moved towards more dynamic data presentations, finance departments are somewhat stuck in the past. FP&A analysts and financial managers must modernize their methods of presenting information to their board members in order to demonstrate their worth.

Finance 52

Finance Construction Financial Analyst Financial Modeling 52

Spreadym

MAY 15, 2023

FP&A (Financial Planning and Analysis) software is typically designed to meet the specific needs of finance professionals, CFOs, financial analysts, and other stakeholders involved in financial planning and analysis. Also, this process includes such activity as budgeting, forecasting and scenario modelling.

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 17, 2022

To that end, it’s essential to have a software program that lets you create multiple versions of your budget based on different financial models. Test the impact of proposed scenarios and gain immediate insight into how your assumptions may affect your finances. Not every company has the same tolerance for risk.

Strategic Planning 52

Strategic Planning Planning Cash Flow Forecasting Forecasting 52

Future CFO

OCTOBER 20, 2021

The CFO role requires certain traits and skills, said Woranat Dumrongsiri (pictured), Country CFO, Deloitte Thailand and Deloitte Laos during an interview with FutureCFO for the publication’s Female Leadership in Finance Series. Future CFO: When did you start to become interested in finance?

CFO 52

CFO Leadership Finance Problem Solving 52

Centage

OCTOBER 3, 2022

To conduct financial data analysis, your business needs to test various hypothetical scenarios. The process of generating what-if scenarios and financial models or incorporating several variables at once could be time-consuming. Propose action plans backed by insights and data. Limited Visibility.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. Grace Lim (pictured), CFO at KK Women's & Children's Hospital (KKH) in Singapore shared with FutureCFO audiences how female finance executives could become CFOs. This article is part of FutureCFO's Female Leadership in Finance Series.

Healthcare 52

Healthcare CFO Leadership Finance 52

Planful

MARCH 16, 2016

A cloud-based modeling platform is easier to organize and manage than spreadsheets, while providing greater governance and control over the numerous modeling scenarios that a business creates. Advanced Modeling. With a cloud-based platform, company data can be accessed from anywhere. How Can the Cloud Help?

Forecasting 40

Forecasting Financial Data Financial Modeling Budgeting 40

E78 Partners

MARCH 1, 2023

The value that E78 Partners provides is huge Cammie Muller – Chief Financial Officer of Aurora Organic Dairy The Problem Cammie Muller, the Chief Financial Officer at Aurora Organic Dairy, remembers when the company didn’t have a solution for managing their financial data’s reporting and analytics.

Financial Modeling 40

Financial Modeling Leadership Forecasting Financial Data 40

Planful

MAY 7, 2021

Massive change has expanded the importance of Finance and HR’s roles within organizations. Ensuring modern, efficient processes are incorporated means that HR and Finance need to work collaboratively. Categorize data with pre-established financial intelligence and logic, saving you countless hours.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Forecasting Financial Modeling 40

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team.

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

Planful

OCTOBER 5, 2021

If you work in finance, you’ll probably agree that speeding up the headache that is the month-end close wouldn’t be such a bad thing. According to Ventana Research , 62% of finance departments that perform their month-end close within six days are able to provide critical, timely information to the business. Head For the Cloud.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Benchmarking 40

Future CFO

AUGUST 6, 2020

They have reduced fixed costs, changed leasing arrangement, and provided financing measures as lifelines for high-grade suppliers suffering a catastrophic reduction in cash flow. For dynamic forecasting to work, CFOs need a scenario and modelling platform that supports real-time data updates.

CFO 40

CFO Forecasting Budgeting Financial Modeling 40

Spreadym

JUNE 6, 2023

This evaluation helps in monitoring performance, identifying deviations, and taking corrective actions to achieve financial goals. Financial forecasting relies on historical financial data, market trends, economic indicators, industry analysis, and assumptions about future conditions.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Onplan

DECEMBER 16, 2021

Someone less obsessed with reporting the past and assembling financial statements (those are table stakes) than with advising the CEO, Board, and functional leaders on the choices and tradeoffs that can help them run the business better. In short, you want a strategic finance person. The most talented FP&A pros are masters.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

Someone less obsessed with reporting the past and assembling financial statements (those are table stakes) than with advising the CEO, Board, and functional leaders on the choices and tradeoffs that can help them run the business better. In short, you want a strategic finance person. The most talented FP&A pros are masters.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 12, 2025

Finance Moves FastDont Let Your Knowledge Collect Dust Why Lifelong Learning in Finance Matters In the world of finance, things change constantly. New regulations, technologies, and trends emerge, affecting businesses, investments, and financial decision-making.

Finance 52

Finance IFRS Compliance Financial Modeling 52

Global Finance

DECEMBER 27, 2024

As CFOs navigate this complex terrain and adapt their business processes, and decide how large a financial commitment to make to it, they must understand the implications for their financial models, risk management practices, and overall business operations.

Technology 111

Technology Finance Leverage Investments 111

E78 Partners

OCTOBER 30, 2024

A strategic FP&A capability built on the right infrastructure of data, insights & collaboration allow our clients to enhance forecasting, streamline budgeting, and adapt quickly to risk & opportunities that arise in the business. This approach helps eliminate these issues and enables more informed decision-making.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59