Centage

JANUARY 4, 2022

It’s that time of year again when many organizations are busy setting business objectives and planning budgets for the next fiscal year. Part of that effort requires a deep dive into the overall financial health of your organization. This hindsight focus is a necessary aspect of planning for the future of the business.

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

E78 Partners

FEBRUARY 26, 2025

Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,

Financial Planning and Analysis (FP&A) 59

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

CFO Plans

JUNE 27, 2024

By leveraging tailored financial solutions, companies can drive growth and navigate the financial landscape with confidence. Customized Financial Reporting for Better Decision Making Every business has unique financial needs and goals. Get expert tax planning and maximize your savings.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 52

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? According to Gartner, 53% of organizations do not fully achieve their strategic objectives, often due to poor planning.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

NOVEMBER 18, 2024

These elements ensure all stakeholders are informed and involved, key to cultivating a culture of transparent financial management. A Case Study in the Power of Financial Transparency Consider the example of XYZ Financial Group, a company that successfully implemented board communication best practices to enhance financial transparency.

Communication 52

Communication Finance CFO Prioritization 52

Navigator SAP

APRIL 28, 2023

In today's fast-paced and highly competitive business environment, companies must leverage technology to stay ahead of the competition. On that note, enterprise resource planning (ERP) systems are essential for managing complex business operations from production and supply chain management to financial reporting and analytics.

SAP 130

SAP Leverage Financial Reporting Planning 130

The Charity CFO

FEBRUARY 20, 2025

Plan for Seasonal Fluctuations : Map out expected income and expenses by month to anticipate and prepare for lean periods. Engage Department Heads : Involve program managers and department heads in the budgeting process to give them ownership over their areas financial planning.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

The Finance Weekly

FEBRUARY 26, 2025

Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies. Prophix aims to address these challenges by offering advanced, cloud-native financial planning solutions. Investment Planning Evaluate potential investments through dynamic modeling.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

FEBRUARY 5, 2025

Integration should be planned, starting even before the deal closes. The aim is to leverage the efficiencies of scale that come with being part of a larger portfolio. Private equity CFOs play a pivotal role in this area, ensuring financial strategies align with the firms investment goals.

Leadership 52

Leadership Leverage Strategic Planning Investments 52

Future CFO

SEPTEMBER 2, 2024

Concurring with this assessment, Sunil Wahi , vice president of APAC solution engineering, applications at Oracle , says there is strong potential for AI to be leveraged in different use cases to help draw insights and make businesses more compliant and efficient.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

The Charity CFO

JANUARY 22, 2025

Leverage Technology Custom software development and AI integration have been crucial in managing growth and improving customer service. Leverage Available Resources In the information age, there are countless free resources available. Do You Struggle to Make Sense of Your Financial Statements? Book a FREE consultation here.

Nonprofit 52

Nonprofit GAAP CFO Leverage 52

CFO Plans

SEPTEMBER 24, 2024

Ready to elevate your small business’s financial strategy? Discover expert tax planning and accounting services designed to help you thrive. Navigating the financial landscape of a small business can be overwhelming. By leveraging their expertise, you can make informed decisions that drive growth and stability.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. Balancing these demands requires careful planning and prioritization. This allowed us to identify areas that needed immediate attention.

Finance 98

Finance Profit and Loss CFO Leadership 98

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 Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. FP&A not only supports business and financial decision-making but also provides management with insights into the organization’s strategic plans and investments.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

FEBRUARY 26, 2025

Integrating Data into Strategic Planning Drew advises nonprofits to go beyond generic strategic planning goals and use data to set ambitious targets for addressing core issues in their field. With this approach, even small nonprofits can leverage data to tell powerful stories and drive transformative change. Get the free guide!

Nonprofit 52

Nonprofit Strategic Planning Problem Solving Education 52

The Charity CFO

JUNE 26, 2024

Dana and Tosha’s conversation today will focus on digital marketing and how this tool can be leveraged, especially in nonprofit organizations, to assist in fundraising. The other side is the intentionality of business planning with a marketing budget in mind. Marketing is a fun game in the business world. Get the free guide!

Nonprofit 52

Nonprofit Leverage Marketing Budgeting 52

CFO Share

JULY 16, 2024

A controller primarily oversees accounting processes, ensuring accurate financial records and compliance with regulations. In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy.

Financial Planning and Analysis (FP&A) 98

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

CFO Talks

NOVEMBER 21, 2024

My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization. First and foremost is financial acumen—understanding financial reporting, budgeting, forecasting, and compliance is foundational.

CFO 98

CFO Leadership Communication Problem Solving 98

CFO Talks

JANUARY 8, 2025

Embrace Scenario Planning No one can predict the future, but planning for multiple outcomes can make your business adaptable. Scenario planning involves creating potential future situationssuch as a sharp drop in demand, rising interest rates, or supply chain disruptionsand preparing responses to each.

Economics 52

Economics Leadership Budgeting Communication 52

The Finance Weekly

OCTOBER 29, 2024

The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning. Forecasting - Estimating future financial outcomes based on historical data.

Financial Modeling 52

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

The Finance Weekly

MAY 29, 2024

Financial planning and analysis (FP&A) solutions provide a complete platform for organizational planning, which is important for all businesses. Understanding their financial status and performance is key for business growth. Two of these companies, Planful and Vena are popular for many reasons.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

OCTOBER 13, 2021

Compliance: Abide by laws regarding environmental regulations, financial reporting, etc. These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

CFO Share

MAY 22, 2024

Consistent financial reporting is critical for business management. These reports are the backbone of evaluating business performance – crucial for making informed decisions, attracting investors, and securing loans. What is a Financial Statement? Incorrect system setup is one of the most common reporting mistakes.

Profit and Loss 105

Profit and Loss General Ledger Accounting Financial Reporting 105

Collectiv

FEBRUARY 26, 2025

For years, planning has operated in silossometimes still locked within spreadsheets and often disconnected from broader business processes and treated as an isolated function. Here at Collectiv, weve noticed a significant trend towards a more modernized planning approach. But within the last few years, thats started to change.

Planning 52

Planning Forecasting Leverage Technology 52

Generation CFO

JANUARY 13, 2022

They can help YOU harness and leverage the power of people, data and digital. Financial reporting, whether for internal or external consumption, has long been one of the most challenging and costly processes for finance teams – it’s also the most important.

CFO 130

CFO Leadership Finance Leverage 130

CFO Talks

NOVEMBER 27, 2024

What’s your plan in each case? What’s important is to show that you have a plan. Keep messages simple: Avoid technical jargon when speaking to non-financial teams. Automate routine tasks: Use software to handle things like expense tracking, financial reporting, or payroll. This allows you to adjust as you go.

CFO 52

CFO Budgeting Forecasting Communication 52

The Finance Weekly

NOVEMBER 25, 2024

The survey reveals that finance professionals see AI as particularly valuable in automating processes like: Financial Reporting (26%) - By handling repetitive tasks like consolidating reports, AI frees finance teams to focus on strategic analysis. The Numbers Speak Volumes And the trend is only growing.

Finance 52

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

E78 Partners

NOVEMBER 25, 2024

With in-depth analysis and careful planning, transaction service teams act as strategic partners throughout the deal process, ensuring each stage is optimized for success. Strategic Insight: Transaction services teams provide deep financial and operational analysis, helping companies understand a deal’s strengths and risks.

Securities 52

Securities Restructuring Valuation Financial Modeling 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. He or she must be able to work with all departments within the company on revenue or expense targets, while also providing guidance on how to stay on track with the overall plan.

Financial Planning and Analysis (FP&A) 40

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

Future CFO

JULY 21, 2024

The finance team can make this possible through the management of associated risks with AI, as it plays a greater role in the accounting and financial reporting of businesses. Now, beyond interpreting financial data, we’re now also embracing sustainability reporting and assurance – a rapidly growing field."

Finance 104

Finance Accounting Principles Problem Solving Accounting 104

CFO Talks

OCTOBER 8, 2024

As CFO, you need to articulate a clear financial vision that transcends individual tasks and roles. Whether your focus is on optimising cash flow, improving financial reporting accuracy, or navigating regulatory challenges, everyone on your team should know how their work contributes to these goals.

Finance 98

Finance Problem Solving CFO Communication 98

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.

Financial Planning and Analysis (FP&A) 130

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

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 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. Also, what are your plans for training and developing your teams to work with AI?

Financial Planning and Analysis (FP&A) 115

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

CFO Plans

JUNE 7, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. These part-time financial experts provide strategic guidance without the hefty price tag of a full-time CFO, making high-level financial leadership accessible to all businesses.

CFO 52

CFO Tax Planning Manufacturing Leverage 52