CFO Talks

FEBRUARY 20, 2025

The real value lies not in reporting the past but in questioning, interpreting, and challenging financial data to drive better decisions for the future. Financial reports are produced the same way they have always been. Yet, in many organisations, the status quo remains unchallenged.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

CFO Share

MARCH 23, 2021

A rolling 12-month forecast projects financial performance over a 12-month time horizon using the “add/drop” approach to forecasting. Unlike a budget or calendar year forecast, a rolling 12-month forecast adds one month to the forecast period each time a month is closed so that you are continuously forecasting for 12 months.

Forecasting 52

Forecasting Financial Planning and Analysis (FP&A) Budgeting Cash Flow Forecasting 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 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Why Businesses Use Spreadsheets for Financial Forecasting. Risk of Errors. Limited Visibility.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

Spreadym

JUNE 6, 2023

Financial forecasting refers to the process of estimating or predicting future financial outcomes and performance based on historical data, trends, and assumptions. Financial forecasting is a critical aspect of financial planning and decision-making for businesses, organizations, and individuals.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. If you want to forecast your financial future, start by looking back at past performance. Set the past as your baseline to predict the future.

Strategic Planning 98

Strategic Planning Planning Cash Flow Forecasting Forecasting 98

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A) 59

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

The CFO College

AUGUST 31, 2021

Using a rolling cash forecast is a value-add service you can provide to assist in cash forecasting. A rolling cash forecast will normally look forward 6 or 9 months, and each month the oldest month is removed and a new month added. The rolling cash forecast is one of many CFO-level skills we teach in our program.

Startups 81

Startups Accounting General Ledger Forecasting 81

E78 Partners

SEPTEMBER 9, 2024

It’s about creating a financial roadmap that not only meets immediate operational needs but also aligns with the long-term vision for growth and profitability. Key Components of an Effective Budget Planning Process An effective budget planning process requires comprehensive planning, detailed financial modeling, and continuous monitoring.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

Jedox Finance

SEPTEMBER 10, 2020

Reinventing for dynamic forecasting. Now, CFOs must go further with dynamic forecasting. For dynamic forecasting to work effectively, CFOs need a scenario and modeling platform that supports real-time data updates. It combines financial data, customer, and sales data with operational data at scale.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

Planful

MARCH 16, 2016

This makes it difficult for companies to have confidence in their financial forecasts and models, resulting in a weakened ability to inform business decisions. The cloud also makes it easy to integrate operational and financial data, which increases accuracy and ensures forecasts are aligned with company goals.

Forecasting 40

Forecasting Financial Data Financial Modeling Budgeting 40

Centage

SEPTEMBER 11, 2023

Gather the Data. Collect your company’s financial data, including the budgeted and the actual figures for the same timeframe. Develop a plan to address the variances in your financial forecasting. This process involves financial modeling of different outcomes based on various assumptions. Take Action.

Financial Planning and Analysis (FP&A) 105

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

E78 Partners

SEPTEMBER 9, 2024

It’s about creating a financial roadmap that not only meets immediate operational needs but also aligns with the long-term vision for growth and profitability. Key Components of an Effective Budget Planning Process An effective budget planning process requires comprehensive planning, detailed financial modeling, and continuous monitoring.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

NOVEMBER 16, 2023

The best Financial Planning and Analysis (FP&A) software typically offers a range of features designed to help organizations effectively manage their financial performance. Users can input data, make adjustments, and project future financial scenarios. This ensures that everyone is working with the latest information.

Financial Planning and Analysis (FP&A) 59

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

Collectiv

MARCH 5, 2025

Rather than relying on standalone solutions like Jet Reports for ERP reporting or CPM tools for financial data, they are shifting to a more integrated approach. Planning is no longer just the CFOs responsibilityit now involves CIOs, data teams, and operational leaders working together strategically.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

E78 Partners

AUGUST 15, 2023

Unveiling the Role of FP&A Teams: A Holistic View FP&A teams are responsible for orchestrating financial strategies, facilitating planning, budgeting, forecasting, organizing & transforming data, and driving insightful analysis to improve decisions.

Financial Planning and Analysis (FP&A) 52

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

Boston Startup CFO

APRIL 12, 2024

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning. 13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning. Dashboard Reporting We can provide clear and actionable insights into your financial data.

Planning 40

Planning Cash Flow Forecasting Financial Modeling Forecasting 40

The Finance Weekly

NOVEMBER 20, 2023

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. Advanced AI solutions offer real-time analysis during data entry.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

MAY 26, 2023

It helps automate and streamline the budgeting process by providing tools and features to input financial data, allocate funds to different categories, monitor expenses, and generate reports. It may also allow for scenario analysis to assess the impact of different financial decisions or changing circumstances.

Budgeting 52

Budgeting Forecasting Financial Modeling SAP 52

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. If you want to forecast your financial future, start by looking back at past performance. Set the past as your baseline to predict the future.

Strategic Planning 52

Strategic Planning Planning 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.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Beacon CFO Plus

SEPTEMBER 27, 2023

These are just a few reasons to consider working with a seasoned part-time CFO as you launch your business: Financial Strategy and Planning: Startups often lack the financial expertise needed to develop sound strategies and plans for sustainable growth.

Startups 52

Startups Compliance CFO 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

Future CFO

AUGUST 6, 2020

Reinventing for dynamic forecasting. Now, CFOs must go further with dynamic forecasting. Dynamic forecasting gives CFOs the line of sight to maximize top-line and limit discretionary spending – something an annual budget cannot achieve. It combines financial data, customer, and sales data with operational data – at scale.

CFO 40

CFO Forecasting Budgeting Financial Modeling 40

Spreadym

SEPTEMBER 27, 2023

Spreadym : Spreadym is a Corporate Performance Management platform that combines the flexibility of Excel spreadsheets and the high-productivity of data analytics. Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document.

SAP 59

SAP Budgeting Forecasting Auditing 59

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

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

Spreadym

AUGUST 10, 2023

What is financial reporting software? Financial reporting software refers to specialized tools or applications designed to help organizations generate, manage, and present their financial data in a clear and organized manner. Exporting and Sharing: The ability to export reports in various formats (PDF, Excel, etc.)

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) Accounting Standards CFO 52

Planful

MAY 7, 2021

Automate the integration of HR, operational, and financial data from any HCM, CRM, or ERP to see the most accurate picture of your business. Categorize data with pre-established financial intelligence and logic, saving you countless hours. 2. The right platform enables high-frequency, data-driven decision-making.

Financial Planning and Analysis (FP&A) 40

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

Michigan CFO

JUNE 7, 2023

Virtual CFOs offer a range of financial services tailored to the specific needs of businesses. The key services provided by a virtual CFO include the following: Financial Planning and Analysis: Virtual CFOs work closely with businesses to develop financial strategies aligned with their goals. What Do Virtual CFOs Do?

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

Planful

AUGUST 30, 2016

Here, I was expecting Finance Transformation to be the top response, but was pleased to see Financial Modeling coming in as the top initiative at 49% of responses. This was followed closely by Forecasting with Predictive Analytics (26%), then Financial Transformation (41%). 25% – Zero Based Budgeting.

Finance 40

Finance Budgeting Forecasting Planning 40

Onplan

DECEMBER 16, 2021

In a previous blog , we defined strategic finance as “a way to turn what’s traditionally been a siloed set of processes and functions into a unified, integrated view of your financial performance that takes the entire organization’s perspective into consideration.”. The most talented FP&A pros are masters. Good luck on your search!

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

In a previous blog , we defined strategic finance as “a way to turn what’s traditionally been a siloed set of processes and functions into a unified, integrated view of your financial performance that takes the entire organization’s perspective into consideration.”. The most talented FP&A pros are masters. Good luck on your search!

Financial Planning and Analysis (FP&A) 52

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

Future CFO

OCTOBER 20, 2021

WD: As a CFO — besides traditional finance tasks such as bookkeeping, reporting and compliance — I am also responsible for optimising the company’s financial performance and driving the direction and success of the organisation by using financial knowledge and understanding of the company's business model while managing risks with all stakeholders.

CFO 52

CFO Leadership Finance Problem Solving 52

Planful

OCTOBER 5, 2021

Who could argue with fewer days spent in consolidation, forecasting, and reporting? Another impediment to a fast month-end close is the fact that most organizations don’t have a single source of truth collecting and housing all of their real-time data. Business services company CBIZ knows this better than most.

Financial Planning and Analysis (FP&A) 40

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

E78 Partners

OCTOBER 30, 2024

To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). Potential exits require unique profit, cash and capital insights when tracking performance and forecasting growth.

Financial Planning and Analysis (FP&A) 59

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