CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. That plan will include not just looking at the future, but also planning for the present. A written strategic plan will help guide you to your end goal, and we can help you.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

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

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

MAY 10, 2024

In fact, I never forecast cash flow without bookkeeping help – their insights are too valuable to ignore. By leveraging the detailed financial data they maintain, you can create a 13-week cash flow forecast that provides valuable insights into your upcoming cash obligations and helps you make better-informed decisions.

Forecasting 52

Forecasting Cash Flow Forecasting Invoicing Accounts Payable 52

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

CFO Share

JULY 16, 2024

For small businesses employing a fractional CFO , understanding the core responsibilities of a CFO can help leverage their expertise effectively. 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

The Finance Weekly

OCTOBER 13, 2021

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. Three competencies of a modern controller in relation to CPM are as follows: 1.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 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. The first step was conducting a comprehensive review of the budgets and forecasts, which revealed structural inefficiencies and inaccuracies in the balance sheet.

Finance 98

Finance Profit and Loss CFO Leadership 98

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 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

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.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

CFO Talks

FEBRUARY 2, 2024

In the evolving role of a Chief Financial Officer (CFO), mastering risk management, budgeting, and forecasting tools is crucial. A CFO’s role is to identify, evaluate, and mitigate these risks through strategic planning, ensuring the integration of risk management processes across all departments of the organisation.

CFO 52

CFO Risk Management Strategic Planning Forecasting 52

Centage

OCTOBER 11, 2022

Workforce planning is different from annual resource planning. Historically companies would spend part of their annual business budget planning cycle forecasting what resources they would need for the next year. But it does require an understanding of what it is, and what it isn’t, to be successful.

Financial Planning and Analysis (FP&A) 98

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

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 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

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 also be well-versed in leveraging emerging technologies to boost their business performance.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

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

Strategic Treasurer

AUGUST 15, 2022

During uncertain times, treasury teams must be on the frontlines to plan for business continuity by monitoring external factors such as seasonality, currency fluctuations, and broad economic indicators. Forecasting cash flow and strategic planning have never been more important.

Treasury 52

Treasury Forecasting Strategic Planning Leverage 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. Leverage Technology: Use technology to streamline tasks and improve efficiency.

CFO 52

CFO Leadership Problem Solving Communication 52

Centage

NOVEMBER 14, 2023

For the finance team, reforecasting (sometimes called budget reforecasting or financial reforecasting) is the best mechanism for effectively managing changes in strategic planning throughout the budget year. There is no question of the value that budgeting and forecasting provides an organization. What is budget reforecasting?

Budgeting 52

Budgeting Forecasting Strategic Planning Leadership 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

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 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

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. This cost-effective model allows businesses of all sizes to leverage advanced technologies without financial constraints.

SAP 71

SAP B2B Leverage Analyzing Data 71

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

CFO Share

AUGUST 22, 2024

CFO compensation increases with extensive experience in your industry, proven strategic planning skills, and a track record of driving financial performance. By leveraging the expertise of a fractional CFO, businesses can navigate financial complexities, optimize performance, and achieve sustainable growth.

CFO 52

CFO Restructuring Strategic Planning Budgeting 52

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. Key Features: 1) Enterprise-wide Connected Planning Seamlessly synchronize planning across organizations using clear, collaborative formats and dashboards.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

MARCH 22, 2024

How does your nonprofit make strategic decisions? Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader?

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Moreover, the advent of big data and advanced analytics has armed CFOs with tools to forecast trends, optimize operations, and shape company strategies with unprecedented precision.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Centage

JANUARY 18, 2024

Finance teams often get asked to do more with less, which makes it important that you adopt the right FP&A tools to amplify your capabilities and create more time for strategic planning. Look for platforms that support company-wide planning, allowing different departments to collaborate effectively.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Risk Management Leverage 40

The Finance Weekly

JULY 14, 2024

That’s exactly how Long-range Planning (LRP)works – not only for individuals but for businesses as well. It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

Bramasol

SEPTEMBER 8, 2024

By leveraging our leadership in deploying more RAR implementations than any other partner, Bramasol is also at the forefront of helping refine and deploy these new Universal RevRec capabilities. Better Insights : Provides deeper insights into revenue metrics and performance, supporting better decision-making and strategic planning.

SAP 59

SAP General Ledger Compliance Accounting Standards 59

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

The Charity CFO

JUNE 7, 2023

Strategic Uses Financial Planning : Provides insights into the financial health of the organization. Can help in identifying trends, forecasting future revenues and expenses, and making informed decisions about resource allocation, fundraising efforts, and program expansion.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Financial Analysis 52

Centage

OCTOBER 11, 2022

Workforce planning is different from annual resource planning. Historically companies would spend part of their annual business budget planning cycle forecasting what resources they would need for the next year. Data Driven Insights Are Key to Strategic Workforce Planning and Forecasting.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

FEBRUARY 9, 2023

What does better adaptability through automation in strategic planning look like out in the wild? Businesses can leverage their expertise in programs already in use like Excel to design, implement, and manage a solution that can efficiently forecast and plan initiatives at scale.

Manufacturing 52

Manufacturing Strategic Planning Planning Forecasting 52