Barry Ritholtz

AUGUST 26, 2023

This week, we speak with Vanguard’s chief investment officer Greg Davis. He has more than 25 years of investment management experience. Davis explains why Vanguard doesn’t play the forecasting game, noting the “forecasting game is really hard and even harder for the short-term.”

Treasury 98

Treasury Forecasting Strategic Planning Investments 98

Planful

JUNE 17, 2021

But not every CFO thrives in the strategic planning side of their role. Many finance leaders confuse financial planning with strategic planning. But when it comes to strategic planning components, CFOs shouldn’t be in a pure finance mindset. Strategic Planning Component #1: Revenue.

Strategic Planning 40

Strategic Planning Financial Planning and Analysis (FP&A) Planning CFO 40

Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Forecasting 130

Forecasting Budgeting General Ledger Finance 130

CFO Share

JANUARY 12, 2024

Financial forecasting is an essential practice, but navigating the waters of financial planning can be daunting, especially when you’re considering bringing a fractional CFO on board for the first time. What is a Financial Forecast? Updating forecasts monthly is considered best practice. Final forecast review.

Forecasting 52

Forecasting CFO Strategic Planning Planning 52

Spreadym

JUNE 2, 2023

Rolling forecast is a financial planning and forecasting approach that involves continuously updating and extending the forecast based on the latest available data and information. As the current period elapses, the forecast is extended by adding a new period, maintaining the same forecast horizon.

Forecasting 52

Forecasting Budgeting Communication Planning 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

VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. While the Income Statement does provide a view of historical (e.g.,

Strategic Planning 80

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 80

CFO Share

JULY 16, 2024

The CFO is a strategic financial leader of the organization. They collaborate with executives, investors, and the finance team to manage risk, choose investments, and collaborate on strategic decisions. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts.

Financial Planning and Analysis (FP&A) 98

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

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

Global Finance

JUNE 11, 2024

With Forecasting through Treasurer Insights, clients can strengthen cashflow accuracy, increase cash availability return, and find previously invisible patterns via cutting-edge technology, including AI and machine learning. Has the investment ratio between keeping the lights on and innovation changed?

Technology 119

Technology Treasury Prioritization Strategic Planning 119

Focus CFO

DECEMBER 6, 2021

Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. Businesses that set goals and try to hit them without an overarching strategic plan can end up wasting resources, pulling their teams in too many directions, and thwarting their own expansion efforts.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives. This process usually occurs once a year and lasts several months.

Financial Planning and Analysis (FP&A) 130

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

Global Finance

JULY 26, 2024

With over 400 out-of-the-box composable business capabilities and digital journeys, including accounts payable (A/P) and receivable (A/R), banks can quickly create tailored, segment-specific applications and services for their customers and employees: from onboarding to origination, servicing, and investing.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

Spreadym

NOVEMBER 3, 2023

Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. 401(k), IRA), investing in stocks, bonds, real estate, or other assets, and establishing an emergency fund. This metric reflects your ability to invest in growth or return value to shareholders. Liquidity Ratios: a.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Jedox Finance

JUNE 26, 2019

Our business partners, including the CEO, do not have time for a lengthy budget process and outdated forecasts because the market is moving quickly. In addition, finance needs to work in tandem with the company’s digital plans. These insights need to be data driven and combined with business judgement.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

PYMNTS

MAY 24, 2018

However, the company topped analysts’ profit and sales forecasts for at least its eighth consecutive quarter. We start the new year with a solid foundation — including a clear strategic plan to deliver long-term growth and value creation, an engaged global organization, and a strong balance sheet.

Forecasting 40

Forecasting Sales Strategic Planning Planning 40

The Finance Weekly

MAY 5, 2024

As companies shift from static sales plans to more dynamic sales planning, leaders see it as a more advanced and adaptable approach that can be tailored to meet the organization's evolving needs. Benefits of Sales Planning Sales planning offers a bunch of perks for businesses. What is Revenue Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

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. Hedge fund managers do just that. Financial Analyst.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

The Finance Weekly

MARCH 25, 2024

In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. Specifically, here are some key corporate matters the CFO is in charge of: Forecasting One key thing to note is that CFOs do more than just report the current situation. Highest Paid CFOs in the World in 2024 1.

CFO 97

CFO Finance Forecasting GAAP 97

VCFO

MARCH 2, 2023

Some may think that makes financial management and strategic planning in a professional services firm simpler. Visualizing and articulating goals for the business provides an endpoint that one can then walk back year-on-year to chart milestones, build meaningful budgets, and form the basis of the strategic plan.

Strategic Planning 62

Strategic Planning CFO Budgeting Planning 62

The Charity CFO

OCTOBER 14, 2024

Financial Management and Budgeting : Understanding your numbers, creating realistic budgets, and forecasting for future growth are essential skills for nonprofit leaders. The Importance of Strategic Planning Sarah stressed the need for both a business plan and a strategic plan. Need help scaling?

Nonprofit 52

Nonprofit Strategic Planning Budgeting CFO 52

Future CFO

NOVEMBER 8, 2023

For companies starting out in the business, some resort to hiring fractional chief financial officers to share their expertise in finance, strategic planning, and other CFO-related activities. Business owners have to be invested in their annual plans or they rarely work. Remember, it's your plan, not their plan.

CFO 52

CFO Strategic Planning Forecasting Planning 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making.

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

FEBRUARY 13, 2022

While you may be on the fence about investing in a fractional CFO, it’s always productive to break down the pros and cons of your various options. Strategically plan for the company’s future . Review your business’ financial performance with your CFO prior to making any set-in-stone plans regarding your exit. .

CFO 52

CFO Strategic Planning Communication Forecasting 52

Future CFO

JANUARY 7, 2024

By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management. CFOs must reimagine roles, reskill staff, and invest in both technical and non-technical capabilities to drive successful finance transformations.

CFO 52

CFO Risk Management Leverage Forecasting 52

CFO Talks

NOVEMBER 11, 2024

The challenge of financial forecasts based on quantitative data was both stimulating and rewarding. This includes proficiency in budgeting, forecasting, and financial modelling to make informed strategic decisions. I found great satisfaction in deciphering financial statements and understanding market trends.

CFO 52

CFO Leadership Problem Solving Communication 52

Spreadym

SEPTEMBER 12, 2023

Create a Revenue Forecast: Estimate your expected income sources, including salaries, sales revenue, investment income, grants, or any other sources of revenue. Account for Savings and Investments: Allocate a portion of your income for savings, investments, or emergency funds. 3 to 5 years).

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

https://trustedcfosolutions.com/feed/

SEPTEMBER 26, 2022

If you’re struggling to use Excel for your budgeting, it’s time to move beyond spreadsheets and invest in something better. Let’s take a closer look at the features of Sage Intacct Budgeting and Planning , a powerful yet easy-to-use financial solution. Your business needs the clarity and insight for multi-level planning and budgeting.

Budgeting 57

Budgeting Planning Forecasting Strategic Planning 57

CFO Share

MAY 23, 2024

The CFO is a strategic executive responsible for the financial performance of the company. CFO responsibilities extend beyond mere bookkeeping; they encompass financial planning, record-keeping, financial reporting, and risk management. This strategic input is vital for avoiding financial pitfalls.

CFO 52

CFO Risk Management Cost Management Forecasting 52

Spreadym

SEPTEMBER 27, 2023

Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document. Oracle Hyperion Planning: Oracle's CPM software is known for its robust financial planning and budgeting capabilities.

SAP 59

SAP Budgeting Forecasting Auditing 59

Spreadym

AUGUST 2, 2023

The basics of the corporate budgeting Corporate budgeting is the process by which a company or organization plans and allocates its financial resources to achieve its strategic objectives. These goals may include revenue targets, cost reduction objectives, expansion plans, and profitability targets.

Budgeting 52

Budgeting Forecasting Prioritization Strategic Planning 52

CFO Talks

FEBRUARY 9, 2024

When interest rates remain stable, CFOs can confidently plan their finances, minimising the risks associated with interest rate fluctuations. Financial Planning and Analysis: Forecasting and analysing financial trends are fundamental skills for today’s CFOs.

CFO 52

CFO Strategic Planning Communication Risk Management 52

E78 Partners

AUGUST 15, 2023

Unveiling the Role of FP&A Teams: A Holistic View FP&A teams are responsible for orchestrating financial strategies, facilitating planning, budgeting, forecasting, organizing & transforming data, and driving insightful analysis to improve decisions.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

JUNE 10, 2022

For example, if your organization has complex investments, you may want to add board members with investing expertise. . PRO TIP: To get even more capacity from your finance committee, include them in your strategic plan! Every nonprofit should periodically develop a strategic plan. Budget to Actual report.

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

Centage

OCTOBER 23, 2023

What are the plans for the organization? This may seem like more of a strategic planning question than a budgeting process one, but the two are intertwined. At the same time, they will want to know that you’ve considered what it will take, financially, to accomplish those plans. What happens if it all goes wrong?

Budgeting 52

Budgeting Forecasting Strategic Planning Planning 52

VCFO

MARCH 17, 2023

Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business. Forecasting Sales and Applying Seasonality Sales is also a pivotal part of the inventory turnover equation.

Manufacturing 70

Manufacturing Forecasting Profit and Loss Benchmarking 70

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They are key contributors to the planning, performance analysis, and financial strategy development within the company.

Financial Planning and Analysis (FP&A) 59

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