Future CFO

FEBRUARY 14, 2025

According to the Hitachi Vantara State of Data Infrastructure Survey, there are critical gaps that could undermine the regions AI momentum, despite ambitious investments. The adoption of AI-driven analytics allows teams to move from traditional reporting to real-time insights, enabling more proactive decision-making," he says.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. Financial modeling involves creating a mathematical representation of a company's financial situation, typically using tools like Excel.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Centage

OCTOBER 14, 2021

Financial reporting is a critical task for any organization. Understanding where your actual financials stand in relation to budgets and projections is important to keeping your business on track and in helping to create new projections and budgets. When using spreadsheets for financial reporting, these errors are amplified.

Financial Reporting 59

Financial Reporting Financial Planning and Analysis (FP&A) Budgeting Concentration 59

E78 Partners

FEBRUARY 26, 2025

Implement driver-based forecasting that links operational metrics to financial outcomes. Ensure FP&A leaders participate in performance reviews, business health assessments, and financial insights to enable more informed decision-making. Establish a dedicated analyst team for tactical financial modeling.

Financial Planning and Analysis (FP&A) 59

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

The Finance Weekly

FEBRUARY 26, 2025

Built with a spreadsheet-style interface, it provides businesses with a centralized financial planning solution, reducing reliance on manual data entry while enhancing automation and accuracy. Prophix is best suited for mid-sized and large enterprises that require a scalable, cloud-based financial solution. Who Its Meant For?

Financial Planning and Analysis (FP&A) 52

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

Centage

JANUARY 4, 2022

Part of that effort requires a deep dive into the overall financial health of your organization. That includes analyzing key financial metrics as part of the financial reporting and analysis process to see where you are today to determine where you want to be tomorrow (and how to get there!).

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

E78 Partners

MARCH 28, 2025

LPs are increasingly prioritizing Multiple of Invested Capital (MOIC) alongside internal rate of return (IRR). Firms that emphasize operational efficiency early can maintain their performance trajectory during extended investment hold periods, ensuring portfolio companies are exit-ready when opportunities arise.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Investments 59

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

Centage

SEPTEMBER 27, 2022

Despite the basic truth that businesses need to be future looking if they hope to succeed, traditional financial reporting has typically focused on what’s happened in the past and present. Moreover, getting futuristic with financial forecasting can aid in risk assessment and help companies avoid costly mistakes.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

Future CFO

MARCH 3, 2025

Repetitive tasks, such as financial reporting, are increasingly being automated, freeing up finance professionals to focus on strategic initiatives. A recent report by McKinsey estimates that automation could potentially displace up to 30% of work activities in finance and accounting.

Finance 69

Finance Communication Leadership Profit and Loss 69

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. Decision Making : Financial reporting dashboards enable data-driven decision making by providing stakeholders with timely and accurate information.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

CFO Talks

NOVEMBER 29, 2024

From employing local talent to investing in community health infrastructure, GDC’s approach integrates ESG principles into its broader business strategy. The pressure on South African CFOs to adopt frameworks like the ISSB standards is mounting, as these provide a unified structure for financial and non-financial disclosures. “By

Finance 98

Finance Profit and Loss CFO Leadership 98

Future CFO

SEPTEMBER 2, 2024

For example, AI automates risk management and cash forecasting processes using machine learning to generate more accurate and timely predictions,” he elaborates. Maximising ROI from AI-ERP investments Cloud adoption has reawakened the discussion around return on investment (ROI).

Compliance 116

Compliance Leverage Forecasting Risk Management 116

Global Finance

DECEMBER 5, 2024

Now, management and other stakeholders are turning to CFOs to be business partners who can add value by providing greater insight on emerging trends and knowing how best to use financial reporting data in decision-making. We continue to invest in programs like NexTrex and our annual recycling challenge.

CFO 52

CFO Manufacturing Finance Forecasting 52

CFO Talks

OCTOBER 23, 2024

Forecasting Tools, choosing the Right Fit for Your Business As a CFO, you know that forecasting is crucial to business success. Whether you’re anticipating future cash flows, preparing for market shifts, or managing your company’s resources, having the right forecasting tool can make all the difference.

Forecasting 52

Forecasting Cash Flow Forecasting CFO Financial Data 52

CFO Share

JULY 16, 2024

In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy. Purpose of the Role The controller ensures financial reporting compliance and accuracy while preventing and detecting fraud.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

Planful

JULY 25, 2017

It could be because your team lacks crucial financial reporting and analysis capabilities that help track key business metrics and trends. So, what exactly is financial reporting and why is it vital? Key Types of Financial Reports. Importance of Financial Reporting.

Financial Reporting 40

Financial Reporting Financial Planning and Analysis (FP&A) Profit and Loss Compliance 40

CFO Talks

NOVEMBER 27, 2024

If you’re uncertain about future sales, you could delay large investments until more information is available. Update your forecasts regularly: Use rolling forecasts that are updated monthly or even weekly. Automate routine tasks: Use software to handle things like expense tracking, financial reporting, or payroll.

CFO 52

CFO Budgeting Forecasting Communication 52

CFO Talks

JANUARY 18, 2023

CFOs increasingly need to forecast for a multitude of scenarios. “By leaning into more agile, data-driven scenario planning, they [CFOs] can model out the potential impacts of market risks. The growing importance of FP&A The 2020s are shaping up to be a decade of uncertainty. 2023 brings the potential of a global recession.

Forecasting 96

Forecasting CFO Finance Leverage 96

CFO Talks

JANUARY 8, 2025

Instead, by staying informed and analysing the data, you can identify which areas require immediate adjustmentsuch as renegotiating supplier contractswhile maintaining critical investments in growth areas. Build Financial Resilience Financial resilience is the foundation of business survival during economic uncertainty.

Economics 52

Economics Leadership Budgeting Communication 52

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have. What is financial reporting software?

Financial Reporting 52

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

The Charity CFO

JANUARY 12, 2024

Financial forecasting is a term you’ll hear thrown around in the business world quite often—but in the world of nonprofits, it can be difficult (and even downright impossible) to plan your organization’s finances with any degree of certainty. The best way to do this is through financial forecasting.

Nonprofit 52

Nonprofit Forecasting Budgeting Strategic Planning 52

Collectiv

MAY 22, 2023

Accurate and timely business intelligence (BI) is critical to effective planning and forecasting. Each of our consultants has a unique background and skill set to help enterprise teams tackle any and all challenges with BI, planning, and forecasting using the Microsoft Power Platform and Power BI. We live in a data-driven world.

Forecasting 52

Forecasting Planning Healthcare Sales 52

Jedox Finance

AUGUST 10, 2022

Cash entering the organization, e.g. return on investment or from interest, is called cash inflows, and cash leaving the organization, e.g. through expenses, is called cash outflows. There are four types of cash flow: free, operating, investing, and financing. Calculating cash inflows, including financing and potential investments.

Forecasting 52

Forecasting Profit and Loss Sales CFO 52

Planful

MARCH 18, 2019

The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. FP&A teams can do so by leveraging these four essential types of financial reports techniques. Department Budget vs. Actual Reports.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Forecasting 40

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Investment Banker. Financial Analyst.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Forecasting is the practice of making regular predictions about the company’s expected future results based on the past and present data as well as on the anticipated future events.

Financial Planning and Analysis (FP&A) 130

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

The Finance Weekly

JULY 19, 2022

FP&A software assists CFOs, finance leaders, and FP&A experts in ensuring the financial health of their organization by tracking and analyzing current outcomes and forecasting future performance. For companies that want to grow and scale exponentially, investing in strategic corporate finance is equally as important.

Financial Planning and Analysis (FP&A) 96

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

Future CFO

AUGUST 1, 2023

Supriya Deka: The general features of financial applications include accounting, reporting & analytics, bank reconciliation, billing & invoicing, asset management, budgeting & forecasting, financial risk management, expense tracking, and payroll management.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

The Finance Weekly

MARCH 25, 2024

Well, CEOs are cluing in on the fact that having a financial expert on board can steer their ship in the right direction and spur business growth. In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. They also pitch in on major financial moves like mergers and fundraising.

CFO 97

CFO Finance Forecasting GAAP 97

Future CFO

DECEMBER 31, 2021

In response, 82% of CFOs report that investments in digital are accelerating faster than in other areas, including talent, supply chain, business services or fixed assets. They were able to effectively close the books on time and even take a stab at earnings forecasts—from their homes.

Leadership 98

Leadership Finance GAAP Forecasting 98

Centage

DECEMBER 7, 2022

the maker of QuickBooks Online Advanced, to bring automated budgeting, forecasting, reporting and analytics capabilities to QuickBooks Online Advanced customers and mid-market organizations looking for more robust and streamlined budgeting capabilities. Real-time reporting – specifically around variance reporting, and alerting.

Budgeting 98

Budgeting Planning Forecasting GAAP 98

The Finance Weekly

OCTOBER 9, 2022

As organizations implement new technologies and launch digital initiatives meant to modernize or wholly transform their operations, effective finance and IT collaboration can help to assure that the organization realizes positive outcomes from those investments. Invest in team-building efforts.

Finance 98

Finance Budgeting CFO Forecasting 98

CFO Talks

SEPTEMBER 28, 2024

Bridge the Gap with Strategic Investments One of the most effective ways to translate financial performance into results is through strategic investments. Evaluate your financial reports to identify where investments are most needed. Are there inefficiencies that could be solved with technology?

Communication 98

Communication CFO Numbers Leverage 98

Centage

SEPTEMBER 5, 2023

A low valuation customer who typically purchases high margin items later on is a good investment. When you alleviate manual tasks with the right tools, you have time to invest in deep analysis. The end result is that you get the data you need faster for more accurate forecasts all without overburdening staff and increasing budgets.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Benchmarking Budgeting Valuation 98

Musings on Markets

SEPTEMBER 5, 2024

In making their earnings judgments and revisions, analysts draw on many sources, including: The company’s history/news : With the standard caveat that the past does not guarantee future results, analysts consider a company’s historical trend lines in forecasting revenues and earnings.

Marketing 134

Marketing Valuation Profit and Loss Forecasting 134