CFO Thought Leader

DECEMBER 1, 2023

This episode of Planning Aces Brett and Jack discuss FP&A’s role when it comes to breaking down silos within departments, and how A.I. is quickly emerging as FP&A’s ultimate silo busting partner. Insights from Finance Leaders: Planning Ace CFO Lauren St.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

The Finance Weekly

AUGUST 18, 2024

Overview of Runway Runway is shaking up the way businesses handle financial planning! It all started when Siqi Chen realized his struggles with financial expertise during his time as a senior leader and the headaches that come with using spreadsheets. It offers Ambient Intelligence within its FP&A platform.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

AUGUST 7, 2024

Ever since AI came onto the scene, it has been mixed into financial planning and analysis (FP&A) to aid finance professionals in deciphering data and making savvy decisions on how to steer company growth. Datarails is specifically designed to augment Excel-based financial planning and analysis.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

NOVEMBER 20, 2023

AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). Using machine learning algorithms is crucial to make FP&A functions more responsive, insightful, and efficient. Why Should FP&A Leaders Consider to Integrate AI?

Financial Planning and Analysis (FP&A) 52

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

Centage

APRIL 4, 2023

In fact, a 2022 TransUnion Consumer Pulse Study revealed that 48 percent of consumers were concerned about their ability to fulfill financial requirements. With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. Three Ways to Increase Profit Margins: 1.

Financial Planning and Analysis (FP&A) 98

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

Centage

APRIL 12, 2022

In creating our financial planning and analysis (FP&A) solution, we gain valuable insight from a wide range of industry experts, including mid-market CFOs and finance leaders. Top Priorities FP&A priorities for 2022 varied among finance leaders.

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. AI is a tool and not a replacement for finance professionals. over at least the next decade.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. With that said, it’s important to gain a greater understanding of your profitability which requires more analysis than a financial statement and a balance sheet. Then divide that by your revenue.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

APRIL 24, 2022

Cleaning Tip #3 Prioritize your tasks by tracking KPIs. Some examples of KPIs that can help prioritize tasks and drive company growth are: Financing KPIs- Return on Assets (ROA) and Return on Investment (ROI) are 2 of the more popular ones, but financing KPIs can be more individual or industry based as well.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

SEPTEMBER 14, 2023

Today, companies must adapt, evolve, and plan meticulously to stay competitive and profitable. To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. It almost always fails because it’s too late.” Enter – The BP&B Health Check. Enter – The BP&B Health Check.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

JULY 19, 2023

As we approach the planning cycle for 2024, organizations are recognizing the immense value of harnessing the power of forecasting, planning, and analytics (FP&A). Effective FP&A allows organizations to anticipate market trends, optimize resource allocation, and align their strategies with dynamic market conditions.

Financial Planning and Analysis (FP&A) 52

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

Planful

APRIL 29, 2021

By staying on top of current FP&A trends. In 2021, that means examining how agility, cloud technology, and microplanning are redefining FP&A. Agile financial planning can help during times like these. Many finance leaders understand the importance of agile planning. JPMorgan Chase lost $3.1

Financial Planning and Analysis (FP&A) 40

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

Planful

APRIL 16, 2021

In 2019, global corporate debt held by non-financial corporations reached over 75 trillion U.S. Investing in business growth now can help you inform future decisions. Some growth investments aren’t necessarily competitive drivers. But business debt isn’t always a bad thing. Cloud-based Technology.

Prioritization 40

Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 40

The Finance Weekly

JUNE 5, 2024

FP&A, or Financial Planning & Analysis, is where finance and corporate management meet, helping make all the important present and future decisions in the company. This post dives into the reviews of Anaplan, a popular FP&A software. Let's get started. billion, and offered $66.00

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Auditing Microsoft Office 52

The Finance Weekly

FEBRUARY 20, 2022

Understanding your company's current financial health and assessing the strength of your cash position is crucial. Without it, you won't know if you can make that capital investment or if you have the finances to hire to scale up production. Is your business set up to handle these dynamic market conditions?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

DECEMBER 6, 2018

suggested that investments in innovative tech for corporate finance will be strong in 2019 and 2020, though not all technologies will receive the same attention and fanfare that some analysts might have expected. The latest report from Gartner, Inc. RPA was cited by 29 percent.

Corporate Finance 49

Corporate Finance Financial Planning and Analysis (FP&A) Finance Prioritization 49

The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Despite the persistent list of priorities, it changes over time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

The Finance Weekly

APRIL 27, 2022

Wall Street anticipates growth, the C-suite expects annual plans to be accomplished, and owners expect a return on their investment, especially those who have potentially risked their life savings. Chief financial officers, known for exhibiting strong professional ethics, need to lead in navigating this difficult period.

Leadership 52

Leadership Financial Planning and Analysis (FP&A) Communication Reconciliations 52

CFO Leadership

JANUARY 25, 2024

If a group of chief financial officers (CFOs) from 2018 stepped out of a time machine into their 2023 offices, they would be astonished by what they saw. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

CFO Leadership

JANUARY 5, 2024

If a group of chief financial officers (CFOs) from 2018 stepped out of a time machine into their 2023 offices, they would be astonished by what they saw. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

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

Planful

OCTOBER 19, 2021

The person in this role should provide the board the financial knowledge needed to set the company’s larger strategy. From there, you can decide how to leverage your financial acumen and recommend the best way forward. CFOs play a vital role in informing the board’s corporate governance. Excessive Executive Compensation.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth. Essential Terms.

Financial Planning and Analysis (FP&A) 40

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

The Finance Weekly

DECEMBER 22, 2022

The humble spreadsheet remains an essential, if not critical, component of many financial operations. As the outlook for the 2023 economy becomes more uncertain, finance professionals are looking to invest in technology that increases organizational efficiency and contributes to strategic decision-making.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

The Finance Weekly

NOVEMBER 25, 2024

According to a recent survey by FP&A Software solution Datarails , over half (57%) of finance leaders believe artificial intelligence (AI) is poised to shrink the workforce in their departments. Risk Assessment and Management (21%) - With predictive analytics, AI is improving how companies identify and mitigate financial risks.

Finance 52

Finance Financial Planning and Analysis (FP&A) CFO Leverage 52