Future CFO

FEBRUARY 14, 2025

Platforms like Hitachi iQ enable advanced financial modelling and anomaly detection, while automation has reduced the burden of reconciliation and regulatory reporting, allowing teams to focus on strategic decision-making."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Centage

OCTOBER 3, 2022

The process of generating what-if scenarios and financial models or incorporating several variables at once could be time-consuming. The multi-dimensional model could also be challenging to envision, which may lead to errors and oversights. For budget forecasters, real-time financial reporting has become increasingly vital.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Spreadym

OCTOBER 3, 2023

Skills: They possess a range of technical and soft skills, including financial analysis, financial modeling, data management, budgeting, forecasting, communication, and problem-solving skills. 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

The Finance Weekly

DECEMBER 2, 2024

Problem 1: Using Old and Cumbersome Excel Models Many of us have developed a financial reporting process that uses workarounds for limitations in our ERP software and to ensure we can meet our deadlines without accidentally breaking something. These legacy financial models typically appear overly complicated.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 52

E78 Partners

FEBRUARY 26, 2025

Overextended FP&A leaders with tactical burdens The Challenge: FP&A leaders often spend excessive time on manual data aggregation and spreadsheet maintenance, limiting their ability to provide strategic financial insights. Solution: Invest in automation tools to streamline reporting and free up FP&A capacity.

Financial Planning and Analysis (FP&A) 59

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

The Finance Weekly

OCTOBER 8, 2023

Some software can even integrate with accounting systems to further streamline financial management. These type software provides various functions like forecasting, , financial reporting , managing cash flow, and analyzing differences in planned versus actual expenses. Once your model is ready, share a link with others.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

NOVEMBER 12, 2024

Take a critical look at areas prone to audit issues—such as revenue recognition, procurement, impairment, and financial reporting—ensuring that controls in these high-risk areas meet compliance standards.

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59

VCFO

MAY 30, 2022

Jose is a senior finance professional with more than 30 years of experience in financial management roles in manufacturing and international energy ventures. His leadership skills have been honed through years of working strategically with CEOs, executive leadership teams, boards of directors, and building and mentoring diverse teams.

CFO 52

CFO Auditing Financial Modeling Leadership 52

The Finance Weekly

JULY 19, 2022

FP&A teams are responsible for a variety of activities, including periodic financial close and consolidations, strategic and annual planning, monthly forecasting, cash flow forecasting, financial reporting, financial modeling, and what-if scenario planning and analysis. Strategic financial planning.

Financial Planning and Analysis (FP&A) 96

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

Spreadym

NOVEMBER 16, 2023

The best features of FP&A software often include: Budgeting and Forecasting: These features allow organizations to create detailed budgets, forecasts, and financial plans. 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

BlueLight

MAY 1, 2020

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. This function is called financial planning and analysis (FP&A). The first step is getting good financial reporting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

CFO Plans

NOVEMBER 4, 2024

Consider a financial services company that managed to scale its operations by prioritizing cash flow optimization. By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently.

CFO 52

CFO Cost Management Leverage Planning 52

Spreadym

JUNE 27, 2023

This includes analyzing revenue and expense trends, profitability, cost drivers, key performance indicators (KPIs), and financial ratios. By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans.

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 14, 2021

They provide the flexibility to anticipate problems by running multiple what-if scenarios and building driver-based financial models. Unlike spreadsheets, which reveal a single dimension of financial performance, these tools can create rolling forecasts and instantly show changes based on key business drivers or market conditions.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

CFO Network

FEBRUARY 14, 2024

Expert Financial Analysis A Fractional CFO brings a fresh perspective to your financial landscape. Their expertise in financial modeling can provide invaluable insights into your company’s performance. Strategic Financial Planning Effective financial strategy is built on a solid foundation of planning.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 52

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. Assumptions are rarely questioned.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

Beacon CFO Plus

SEPTEMBER 27, 2023

They help streamline expenses, negotiate vendor contracts, and implement cost-effective financial processes to extend the runway for the startup. Fractional CFOs assist in fundraising efforts by preparing financial models, investor presentations, and financial projections that attract potential investors.

Startups 52

Startups Compliance CFO Financial Modeling 52

Spreadym

MAY 15, 2023

Vena’s features include financial planning and analysis, integrated business planning, financial reporting, regulatory compliance reporting, and financial close management. Finance teams can benefit from the spreadsheets and financial models of Excel while automating their financial reporting and planning.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

NOVEMBER 12, 2024

Take a critical look at areas prone to audit issues—such as revenue recognition, procurement, impairment, and financial reporting—ensuring that controls in these high-risk areas meet compliance standards.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

E78 Partners

NOVEMBER 12, 2024

Take a critical look at areas prone to audit issues—such as revenue recognition, procurement, impairment, and financial reporting—ensuring that controls in these high-risk areas meet compliance standards.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

The Finance Weekly

JANUARY 21, 2024

Problem 1: Using Old and Cumbersome Excel Models Many of us have developed a financial reporting process that uses workarounds for limitations in our ERP software and to ensure we can meet our deadlines without accidentally breaking something. These legacy financial models typically appear overly complicated.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

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

The Finance Weekly

SEPTEMBER 27, 2021

Say Goodbye to Manual Reporting & the Problems It Brings With It Responding to inquiries promptly is one of the most prevalent reporting difficulties that CFOs struggle with. This is because most financial reports are created manually, which means they take a long time to complete.

Finance 52

Finance Construction Financial Analyst Financial Modeling 52

Centage

OCTOBER 3, 2022

The process of generating what-if scenarios and financial models or incorporating several variables at once could be time-consuming. The multi-dimensional model could also be challenging to envision, which may lead to errors and oversights. For budget forecasters, real-time financial reporting has become increasingly vital.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

CFO Talks

NOVEMBER 29, 2024

From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed. CFOs will need to lead the way in incorporating sustainability metrics into financial reporting and decision-making.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO Talks

SEPTEMBER 12, 2024

Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios. Automate routine financial processes (such as expense management and financial reporting) to reduce human error and speed up decision-making.

Leverage 52

Leverage Forecasting Communication Economics 52

Centage

DECEMBER 21, 2023

Here’s a detailed comparison chart outlining the key differences in functionality between Centage and Excel: Feature Centage Excel Formula management Formula-free approach; eliminates the need for manual formula entry Relies heavily on manual formula entry; prone to errors Ease of use Formula-free design for effortless budgeting and planning Requires (..)

Budgeting 52

Budgeting GAAP Forecasting CFO 52

Spreadym

SEPTEMBER 27, 2023

Spreadym Spreadym is a corporate performance management (CPM) software designed to optimize various facets of performance management within a company, including planning, budgeting, forecasting, and financial reporting.

SAP 59

SAP Budgeting Forecasting Auditing 59

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

AUGUST 30, 2022

It is a financial planning and analysis platform that automates time-consuming manual processes for financial reporting and planning. It is unique in that it enables finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel without having to learn a new software.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Analyzing Data Budgeting Startups 95

Adam Kae

SEPTEMBER 24, 2020

Here's a Brief List of (Some) CFO Tasks: Financial Reporting. You should be producing regular reports of your finances. It's one thing to have QuickBooks run a report. We build custom financial models to find the best strategies for your current situation. CFOs are the head of the finance department.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

CFO Share

MARCH 23, 2021

Budgeting and forecasting are best practices in small business financial modeling. The 12-month (or sometimes 24-month) rolling forecast is the most important financial planning tool for your business. Create all three financial statements. Tie in historical financials. Advantages of a rolling forecast.

Forecasting 52

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

The Finance Weekly

APRIL 13, 2024

The finance industry employs a multitude of software solutions to facilitate budget creation, and financial reporting, and to assist financial analysts and investors with financial planning and forecasting. However, with the abundance of finance software available today, selecting the right one can feel overwhelming.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 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%). 28% – Use of Big Data or Non-Financial Data.

Finance 40

Finance Budgeting Forecasting Planning 40