CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. The second is that for data items that require market prices, including all the pricing metrics, private businesses cannot be included, since they have no market values.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

CFO Talks

JANUARY 30, 2025

Balancing Short-Term and Long-Term Goals Leana and Roger also discussed the balancing act between achieving short-term financial targets and long-term strategic objectives. “If sales are down, consider adjusting margins for key clients to gain trust and secure larger contracts in the future,” he suggested.

Communication 52

Communication CFO Valuation Construction 52

CFO Thought Leader

JANUARY 15, 2025

At one meeting, he uncovered a disconnect between product and sales teams that threatened a strategic initiative. At one meeting, he uncovered a disconnect between product and sales teams that threatened a strategic initiative. This revelation set the tone for Wongs career journey.

CFO 52

CFO Banking Prioritization Leverage 52

Centage

JANUARY 17, 2023

Minor changes in pricing, sales and so forth result in a few differences between what was planned for and the actual results. What’s important for the organization is the analysis of the variances, the budget variance explanations – why did they happen? More importantly, why did that sale not come in when expected?

Financial Planning and Analysis (FP&A) 98

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

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

JANUARY 18, 2023

They carry out risk assessments, perform financial analyses, and generate reports for sales and management teams. While their primary function is to market and research for sales leads, agents can expect a decent salary and additional commissions. This role also involves mentoring sales agents to help them generate more sales.

Leadership 130

Leadership Education Communication Sales 130

Musings on Markets

JANUARY 5, 2024

The Variables As I mentioned at the start of this post, this entire exercise of collecting and analyzing data is a selfish one, insofar as I compute the data variables that I find useful when doing corporate financial analysis, valuation, or investment analysis. Long term Reinvestment (Cap Ex & Acquisitons) 4.

Valuation 105

Valuation Financial Analysis Analyzing Data Profit and Loss 105

PYMNTS

SEPTEMBER 3, 2019

However, as the industry takes a closer look at how technology and user experience can drive adoption, B2B eCommerce has an inescapable truth: Price is critical to landing a sale. Those pricing agreements only happen after a sale has been made and an invoice has been issued reflecting the original price of products.

B2B 60

B2B B2C Manufacturing eCommerce 60

Fpanda Club

JULY 24, 2022

From the FP&A standpoint, which may also lack that entrepreneurial perspective, the use of the traditional tools of financial analysis based on the discounted cash flows not only perfectly supports this kind of behavior, but also justifies it.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

PYMNTS

DECEMBER 19, 2018

As far as B2B FinTech goes, much attention has been paid to empowering a range of processes, including accounts payable, expense management and financial analysis — many of which had previously been a part of the Enterprise Resource Planning (ERP) solution.

Accounts Payable 68

Accounts Payable Financial Analysis B2B Technology 68

Focus CFO

DECEMBER 6, 2021

A fractional CFO is in the best position to do this because they have the overall organization in their view, which means they can tie in different areas of the business to create alignment around a strategic financial plan. Identifying Current Challenges.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. Financial Analysis: Financial analysis is a continuous stage that runs throughout the FP&A process.

Financial Planning and Analysis (FP&A) 52

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

CFO Share

MARCH 14, 2022

A Quality of Earning report, also called a QOE or QofE report, helps investors understand the historic earnings and forward-looking performance of the business through rigorous financial analysis. Sellers order a Quality of Earnings report before soliciting buyers to uncover any problems that might disrupt the sale.

Auditing 52

Auditing GAAP Accounting Principles Profit and Loss 52

Spreadym

MARCH 1, 2023

For example, here we should mention resource planning software, financial analysis and planning (FA&P) software, sales and operations planning (S&OP) software and other types of planning and budgeting software.

Budgeting 52

Budgeting Planning Forecasting Financial Analysis 52

Spreadym

MARCH 6, 2023

Comprehensive enterprise performance management software (or EPM) includes the tracking function.

Budgeting 52

Budgeting Financial Analysis Auditing Planning 52

The Finance Weekly

AUGUST 5, 2023

FP&A professionals hold a crucial role in shaping a company's overall business strategy by delivering financial analysis and insights to management. FP&A professionals excel at solving intricate problems related to financial performance and business strategy.

Financial Planning and Analysis (FP&A) 52

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

CFO Share

APRIL 25, 2024

As a result, if your business is in financial trouble, you probably feel an unusual mix of hope and desperation, anxiety and optimism. Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. What does everyone else think?”

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

As a result, if your business is in financial trouble, you probably feel an unusual mix of hope and desperation, anxiety and optimism. Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. What does everyone else think?”

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

As a result, if your business is in financial trouble, you probably feel an unusual mix of hope and desperation, anxiety and optimism. Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. What does everyone else think?”

CFO 52

CFO Forecasting Restructuring Prioritization 52

Centage

SEPTEMBER 11, 2023

As you’re looking at your budget variance analysis, focus on the following types. Revenue Variances You always want to analyze the differences in your sales forecasting and what the revenue ended up being. Favorable variances may indicate your company had more sales than you expected or sold your products or services at higher prices.

Financial Planning and Analysis (FP&A) 105

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

The Finance Weekly

JULY 19, 2022

FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. What is FP&A? Excel Add-in. Historical data tracking.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Forecasting Budgeting Planning 96

Beacon CFO Plus

NOVEMBER 15, 2023

Mergers and Acquisitions: If you are considering mergers, acquisitions, or partnerships, a fractional CFO can provide valuable expertise in due diligence, financial analysis, and negotiations. Discover how a fractional CFO can serve your needs by offering cost-effective access to strategic financial leadership and expertise.

CFO 52

CFO Budgeting Financial Analysis Strategic Planning 52

Spreadym

FEBRUARY 26, 2023

This is the field where complex business management software and other such business systems, for example, resource planning software, financial analysis and planning (FA&P) or sales and operations planning (S&OP) software are advanced.

Budgeting 52

Budgeting SAP Data Analysis Financial Analysis 52

CFO Share

APRIL 1, 2024

You already know what the CFO will say: insufficient sales, we need to do layoffs. No amount of sales will fix that… are you measuring the efficiency of your teams?” No amount of sales will fix that… are you measuring the efficiency of your teams?” Outsourced CFO duties include: Financial analysis and strategic planning.

CFO 52

CFO Profit and Loss Forecasting Financial Analysis 52

Future CFO

APRIL 21, 2022

Finance and IT can use this framework to better understand how digital initiatives impact key KPIs by linking technology KPIs (for instance, user engagement), intermediate outcomes (for instance, higher sales volume) and financial outcomes (for instance, increased revenue).

CFO 52

CFO Budgeting Financial Analysis Leadership 52

The Finance Weekly

APRIL 5, 2022

The impact of data driven financial analysis goes well beyond its traditional role of budgeting and forecasting, and has the potential to contribute greatly as a forward thinking department for real-time decision making. This in turn directly affects the finance teams’ influence on the broader picture of the company.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

AUGUST 16, 2024

These tech-driven accounting solutions offer real-time financial analysis and reporting, allowing you to stay on top of your financial health from anywhere in the world. Their insights can be invaluable, especially when dealing with complex transactions such as property sales, 1031 exchanges, and estate planning.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Share

NOVEMBER 3, 2023

Why : If you’re constantly catching up on administrative tasks and unable to focus on strategic financial planning, it’s time for support. A bookkeeper will manage the day-to-day financial tasks, allowing you to engage in higher-level financial analysis and business strategy.

Invoicing 52

Invoicing Accounts Payable Compliance Financial Analysis 52

Future CFO

MARCH 1, 2021

Data analytics can help overcome challenges surrounding the collection of data from multiple sources through combining data from existing financial solutions into a single, centralised source for analysis. As organisations digitise their supply chains and routes to markets, IoT and POS data are also now available.

Finance 52

Finance Communication Financial Analysis CFO 52

Musings on Markets

JANUARY 6, 2023

It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Sectors and Industries : To make data useful for corporate financial analysis and valuation, I break the companies down into groupings, based upon the sectors and industries that they operate in.

Valuation 52

Valuation Corporate Finance Financial Analysis Leverage 52

CFO Thought Leader

MARCH 25, 2025

It was a pivotal moment Brian Robbins tells us hell never forget: stepping onto a makeshift stage to address some 400 employees just minutes before a key 8-K filing would publicly announce the potential sale of a major business unit. The room bristled with anxietypeople worried about their jobs and the future of the company.

CFO 52

CFO Marketing GAAP Prioritization 52

The Finance Weekly

AUGUST 6, 2024

Leverage AI-powered forecasting and what-if analysis to enhance the decision-making process. You can always get in touch with their Sales Team for a personalized quote. While they have a high rating of 4.8 on G2, they are a relatively new company and have a small sample size of reviewers (60).

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Analyzing Data Financial Analysis 52

Spreadym

JUNE 13, 2023

By using the chart of accounts, organizations can ensure that financial information is recorded in a logical and structured manner, facilitating efficient bookkeeping, financial analysis, and compliance with accounting standards and regulations.

Accounting 52

Accounting Financial Analysis Compliance Financial Reporting 52

CFO Thought Leader

AUGUST 24, 2024

Frequently, his contributions went beyond traditional accounting, delving into financial analysis and supporting the company’s rapid growth. This foundational experience in a fast-paced, technology-driven environment would shape his understanding of finance operations on a global scale.

CFO 52

CFO Finance Problem Solving Healthcare 52

The Finance Weekly

JANUARY 31, 2022

Therefore, if you have all the necessary skills and talent, but you don’t have a strong personal brand within your organization, your management and colleagues will not perceive you as a value creator and treat you as a more analytical person limited to financial analysis and reporting. work to add value to the entire process.

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

JANUARY 9, 2022

Plan on telling your bank: How your business has changed – how your sales have been impacted. Therefore, planning for the future, financial analysis, and budget review can easily take a back seat. . How your overhead expenses are going to change as you restart your business.

Cash Flow Forecasting 52

Cash Flow Forecasting Strategic Planning CFO Budgeting 52