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. Leverage Technology and Data Analytics Data-driven decision-making is key to navigating financial uncertainty with confidence.

Leverage 52

Leverage Forecasting Communication Economics 52

Bramasol

APRIL 15, 2024

Scenario One - Insights to Action It's important to remember that traditional AI has actually been used in business for decades, in the form of machine learning, chatbots, predictive analytics, personalized marketing, etc. to drive financial models.

SAP 84

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 84

E78 Partners

AUGUST 15, 2023

They utilize advanced financial modeling techniques to predict outcomes and assess the viability of various business strategies. Leveraging FP&A Consultants for Long-Term Business Value The strategic insights and balance of technical and leadership acumen offered by FP&A consultants can transform a business’s trajectory.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

MAY 8, 2024

Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to handle pressure and complexity—a foundational skill for any leader.

CFO 52

CFO Financial Modeling Forecasting Numbers 52

CFO Talks

MARCH 14, 2024

Risk Management: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical. This includes not just financial risks but also operational, regulatory, and strategic risks.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

E78 Partners

SEPTEMBER 14, 2023

Leaders are at the helm steering their organizations through changing consumer, market, and Board expectations. This assessment provides an actionable blueprint for effective strategy execution and enables informed financial decisions through dynamic financial models and scenario analysis.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

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

CFO Share

JUNE 11, 2024

Unlike in-house teams, which handle a broad range of financial tasks and rarely see other financial models, outsourced CFOs build forecasts for a variety of businesses. An outsourced CFO’s broad exposure allows them to contextualize your business’s performance within the larger market environment.

Forecasting 52

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

Spreadym

JUNE 27, 2023

Financial Forecasting: FP&A professionals forecast the financial performance of an organization over a specific period, typically one to five years. This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies. annual or multi-year).

Financial Planning and Analysis (FP&A) 52

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

VCFO

JUNE 12, 2023

vcfo welcomes Brandon Green as Consulting CFO and Business Development Executive for the Austin market. Through a potent blend of strategic analysis and quantitative modeling, he excels at providing executives with a clear roadmap and comprehensive view into the far-reaching implications of their decisions.

CFO 40

CFO Healthcare Financial Modeling Leadership 40

Spreadym

NOVEMBER 16, 2023

FP&A software should provide customizable reporting tools that allow users to present financial information in a clear and visually appealing manner. Scenario Analysis: Scenario planning enables users to model different financial scenarios based on variables like revenue changes, cost fluctuations, and market conditions.

Financial Planning and Analysis (FP&A) 59

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

Centage

SEPTEMBER 11, 2023

Did changes in market conditions cause it? Negative variances may signal that there isn’t as much demand for your product or service, more competitors have entered your market, or your pricing was too high for the market. This process involves financial modeling of different outcomes based on various assumptions.

Financial Planning and Analysis (FP&A) 105

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

The Finance Weekly

NOVEMBER 20, 2023

Forecasting and Predictive Analytics AI uses its analytical capabilities to examine past financial data, market patterns, and macroeconomic signals. It produces reliable predictions and strong predictive models, enabling it to confidently predict a company's financial performance.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MAY 6, 2020

“The extraordinary events taking place over the past two months have measurably expanded our market opportunity and accelerated the ongoing shift to connected fitness,” said Chief Financial Officer Jill Woodworth. At least partly because of that, the company has spent zero marketing dollars during the past three months.

Prioritization 63

Prioritization Retail Sales Financial Modeling 63

Michigan CFO

JUNE 7, 2023

Virtual CFOs leverage cloud-based accounting systems, collaborative tools, and remote communication to provide financial services to businesses on a part-time or “fractional” basis. What Do Virtual CFOs Do? Insights for Growth and Profitability: Virtual CFOs conduct profitability analysis and identify growth opportunities.

CFO 52

CFO Problem Solving Budgeting Communication 52

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. This enriched data can then inform the marketing team more specifically the personas and buying habits for their products and in order to achieve higher ROI from marketing spend.

Technology 52

Technology Financial Modeling Forecasting Planning 52

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies. This involves regular check-ins, updates, and adjustments based on feedback and evolving circumstances.

CFO 52

CFO Communication Finance Budgeting 52

Spreadym

SEPTEMBER 27, 2023

This includes assessing financial risks, market risks, and operational risks. 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

CFO Talks

NOVEMBER 11, 2024

Thobile’s passion for finance sparked in high school with her love for mathematics and the challenge of balancing financial statements. This interest solidified during her BCom studies, where she found satisfaction in analyzing financial statements and market trends.

CFO 52

CFO Leadership Problem Solving Communication 52

Planful

AUGUST 30, 2016

To gain a better sense of the pulse of the market, earlier this year Planful sponsored a survey that was executed by Radius Global Research. 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. Top Finance Initiatives.

Finance 40

Finance Budgeting Forecasting Planning 40

PYMNTS

FEBRUARY 16, 2019

After a period of relative quiet in the proliferation of mobile wallets on the digital market these days, a new “Pay” has popped up on the landscape, brought about by the largest U.S. The program, which was introduced in Columbus, Ohio, will be piloted in 10 markets before a nationwide rollout later in the year. grocery chain, Kroger.

Retail 57

Retail Prioritization Planning Banking 57

BlueLight

JUNE 5, 2020

One great way to leverage observers is for domain expertise to drive strategic discussions based on their knowledge of the market or technology. Brook Porter: The board meeting can get crowded quickly, so the board observer should manage the level of participation and contribute where it adds value.

Startups 52

Startups Technology Investments Finance 52

CFO News Room

NOVEMBER 1, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Full Transcript: Michael: Welcome, Mindy Crary, to the “Financial Advisor Success” podcast. And I get many more questions about implementation than I do maintaining a financial model.

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Planning Investments Accounting Numbers 130

The Finance Weekly

JULY 31, 2023

Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies. By leveraging AI algorithms and automation, finance professionals can effectively manage complex financial models and optimize investment strategies.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Customers success.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

APRIL 4, 2023

Ken was there at the beginning of the private credit markets when he was working at Drexel. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S. They were lending to aircraft, you know, under aircraft, and had a couple other very small businesses, but they aspired to be a much larger player in the financing markets.

Mergers and Acquisitions (M&A) 58

Mergers and Acquisitions (M&A) Investments Finance Banking 58