Reduced pricing plan sees Wise shares slump despite profit surge
CFO Dive
JUNE 13, 2024
The fintech plans to continue its strategy of reducing prices for its customers, which is reflected in its forecast, interim CFO Kingsley Kemish said.
CEOs trim hiring plans
CFO Dive
SEPTEMBER 14, 2023
companies forecast that the economy will grow 2.1% CEOs at many of the biggest U.S. this year, according to the Business Roundtable.
Planning 
300
300 Join 39,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Webinars
Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
Outsourcing Vs. In-House: The Ultimate Battle For Better Collections
Maximizing Profit and Productivity: The New Era of AI-Powered Accounting
The Silent Crisis: Why Finance Lags in Digital Transformation and How to Accelerate AI Adoption
The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience
Trending Sources
“Nobody Knows Anything,” Wall Street Strategist Edition
Barry Ritholtz
JANUARY 2, 2025
It is especially true for strategists and forecasters at large brokers and banks. Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace.
Forecasting 138
138 Webinars
Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
Outsourcing Vs. In-House: The Ultimate Battle For Better Collections
Maximizing Profit and Productivity: The New Era of AI-Powered Accounting
The Silent Crisis: Why Finance Lags in Digital Transformation and How to Accelerate AI Adoption
The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience
How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning?
Nerd's Eye View
DECEMBER 11, 2024
Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. The good news is that CMAs can still provide a range of realistic spending limits, and, even better, most financial plans are not static one-and-done roadmaps.
Planning 98
98 
FP&A’s Scope: What Is In And What Is Out?
Fpanda Club
JANUARY 23, 2025
FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. In this blog post I wont focus on the activities that fall into FP&As scope by default, such as budgeting, forecasting and regular analysis.
Workday Adaptive Planning Reviews
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.
Healthcare Financial Planning, Budgeting, and Forecasting in 2025
Lime Light
MARCH 11, 2025
The healthcare industry faces multiple financial pressures that prove to be a challenge in providing consistent, high-quality patient care. These pressures include rising costs for labor, drugs, and supplies. Often, these costs are not matched by reimbursements from Medicare and Medicaid.
Healthcare 52
52 
Optimising Budgets: Strategies for Effective Financial Forecasting
CFO Talks
FEBRUARY 12, 2025
Optimising Budgets: Strategies for Effective Financial Forecasting Financial forecasting plays a crucial role in managing budgets effectively. However, forecasting is not just about guessing numbersit is a structured process that relies on analysing past data, considering present trends, and planning.
Forecasting 52
52 
Nail Your 2025 Forecast: 5 Ways to Align Sales and Budgeting
Focus CFO
NOVEMBER 22, 2024
Heading into 2025, accurate sales forecasting is more critical than ever. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead.
Forecasting 52
52 
The 6 best demand forecasting and planning software solutions [2025]
Cube Software
FEBRUARY 14, 2025
What is demand forecasting? Demand forecasting predicts future customer demand using historical data, market trends, and analytics. Without demand forecasting, youre essentially guessing how much inventory youll need, how many staff members to hire, or whether a new product launch will hit its revenue targets.
Forecasting 52
52 
How to do Budget Forecasting: Techniques, Top Tools, and Template
Lime Light
DECEMBER 20, 2024
To do this effectively, organizations employ an essential financial planning technique known as budget forecasting. It is a traditional practice for companies to project estimates and expectations for a new fiscal year.
Forecasting 52
52 
Modern FP&A for Healthcare: The Key to Precise Planning & Forecasting
Centage
APRIL 24, 2023
The Shift to Modern FP&A Unprecedented cost pressures, along with regulatory and reimbursement issues and diverse revenue sources, all add complexity to the budgeting and planning process for healthcare organizations. Generate detailed personnel plans. Create precise income plans based on accurate historical data.
The Essential Nature of Strategic Financial Planning for Tech Startups
CFO Plans
DECEMBER 23, 2024
In the fast-paced world of tech startups, strategic financial planning isn’t just beneficialit’s crucial. Start Your Financial Transformation Today with expert guidance from CFO Plans. This planning involves exploring various tech startup funding strategies , from venture capital and angel investors to crowdfunding.
Startups 52
52 
The Benefits of Automating Forecasting Processes
Centage
JUNE 28, 2023
When it comes to automation, what’s particularly beneficial is the way technology can automate how financial data flows through models and forecasts, freeing financial teams from the manual labor of attempting to create forecasts via spreadsheets. Accurate measurements also allow businesses to engage in scenario modeling.
Forecasting 98
98 
5 Keys to Accurate Cash Flow Forecasting
CFO Selections
AUGUST 20, 2024
Running out of cash is not only a sign of poor planning, but it's also one of the biggest reasons that businesses fail. Forecasting your company's cash flow can be tricky because of the many variables that determine how much cash you will need for operations versus the amount available.
4 CFO scenarios – and fixes – for inflation
CFO Dive
FEBRUARY 11, 2022
Many economists, including those at the Federal Reserve, botched their forecasts for price gains last year. CFOs can avoid losses from flawed inflation projections through scenario planning.
CFO 246
246 
Using Cash Flow Forecasting to Withstand the Downturn
Centage
FEBRUARY 2, 2023
However, one of the most important planning tools for a business of any size is cash flow forecasting – and it’s especially important in times of uncertainty. Knowing the timing, amount and predictability of future cash flows with cash flow forecasting should be an essential component of the budgeting and planning process.
When Does a Business Need a CFO?
CFO Selections
NOVEMBER 20, 2024
As such, their responsibilities include: budgeting and forecasting, managing mergers or acquisitions, and handling compliance issues.
CFO 105
105 
5 Tips to Recession Proof Your Business Budget & Financial Forecast
Centage
NOVEMBER 28, 2022
With proper budgeting and forecasting, just about any business can protect itself against recession. Revisit Your Forecast Assumptions. Speaking of assumptions, revisiting your forecasted beliefs is crucial to surviving the downturn that’s likely to come. Use Actuals for Your Forecast.
10 Best Practices for FP&A
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)? This issue hampers forecasting accuracy, risk management, and resource allocation. This leads to better budgeting, more reliable forecasting, and stronger financial stability.
6 Reasons to Hate Budget and Annual Planning Processes
Fpanda Club
MAY 17, 2022
Budget and annual planning cycle - these words can make many people tremble. Aimed at determining firm’s short-term objectives and transforming them into operational plan by allocating available resources, annual planning exercise is mostly considered by its stakeholders to be a curse rather than a savior. Too much game playing.
Budgeting 147
147 
Five Ways Modern FP&A Can Dramatically Improve Your Budgeting and Forecasting
Centage
JUNE 20, 2023
These solutions create and support a budgeting and forecasting process that is more efficient with shared ownership that reduces risk and uncertainty. Improved Forecasting It’s difficult to create a good forecast if the data behind it is shaky or out of date. One such system is a modern FP&A solution.
Budgeting 97
97 
The Ins and Outs of Budgeting and Planning Drivers
Centage
AUGUST 15, 2022
In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.
Budgeting 105
105 
Best Cash Management Solutions for Businesses
The Finance Weekly
OCTOBER 30, 2024
They offer a complete suite of features that help businesses forecast cash flows, handle short-term investments, and improve liquidity. Cash Flow Forecasting - These tools can analyze historical data and current transactions to help businesses predict future cash flow needs, ensuring liquidity and avoiding financial bottlenecks.
Taking a strategic approach to AI adoption
Future CFO
FEBRUARY 14, 2025
Addressing such gaps is crucial for the organisation, including the Finance function, as it can impact cost planning and decision-making processes. The ability to integrate AI into financial planning also means we are seeing improved efficiency, allowing Finance teams to focus on strategic initiatives rather than administrative tasks."
Why PE-Backed Companies Struggle with FP&A—and How to Fix It
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.
3 Levels of Stress Testing Your 2023 Financial Plan
Centage
DECEMBER 21, 2022
The Value of Stress Testing Your Financial Plan. As we approach the end of the fiscal year and begin a new one, business leaders have an overriding concern: How accurate are the assumptions we made when we created our plan? All plans, to a certain extent, are based on assumptions. Scenario Planning and Goal Alignment.
The Power of Accurate Personnel Planning in Times of Uncertainty
Centage
MARCH 14, 2023
If companies want to succeed, they need to craft their personnel planning with care, ensuring their choices hold up to close scrutiny from upper management and investors. The Importance of Workforce Planning Companies often confuse strategic workforce planning with more general annual resource planning.
How Different Monte Carlo Models Perform In The Real World: Assessing Quality Of Predictiveness In Retirement Income Forecasting Models
Nerd's Eye View
APRIL 12, 2023
When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.
Forecasting 98
98 
From Spreadsheets to Strategic Insights: How to Transform Financial Reporting With Power BI
Collectiv
JANUARY 24, 2025
Did you know that 96% of finance teams still rely on spreadsheets for planning and 93% rely on them for reporting? If youre stuck in a vicious cycle of manual updates and outdated insights, its time to rethink your approach to planning and financial reporting. Spreadsheets are not built for strategic decision-making.
The Hidden Cost of Spreadsheets: How Accounting Errors Are Costing Businesses Billions
Lime Light
MARCH 13, 2025
The True Cost of Spreadsheet Errors Spreadsheets have long been the foundation of financial planning and analysis (FP&A) for businesses. They are used for everything from budgeting and forecasting to tax reporting and financial close processes.
Falling Short – The Limitations of Using Spreadsheets for Modern Budgeting and Planning
Centage
AUGUST 8, 2023
Worse, when your company is ready to migrate to a new financial model, like rolling forecasts and scenario planning , or report on company performance, Excel may hold you back from making the leap to move your company forward. Moving to a rolling forecast while using spreadsheets could mean revamping or recreating your existing system.
Budgeting 98
98 
Beyond Budget Season: Continuous Financial Planning for Success
Centage
AUGUST 29, 2023
They should forecast and plan for them all year long. By adopting continuous financial planning, financial pros can do better at keeping costs in line, managing investments, taking advantage of opportunities, and reducing the risk of threats. Continuous financial planning is more advantageous to companies for several reasons.
Budgeting 98
98 
Difference between Sales Planning and Revenue Planning
The Finance Weekly
MAY 5, 2024
The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. That's where sales and revenue planning, along with the game-changing concept of Revenue Operations (RevOps), come in. What is Sales Planning?
Planning 72
72 
Mastering Financial Planning for Non profit Organization: A Complete Guide
Lime Light
DECEMBER 10, 2024
Without a clear, financial plan and strategy, many organizations may struggle to sustain programs, manage donor expectations, and maintain transparency. Limited resources, unclear expense tracking and administrative costs, and unpredictable and diverse funding sources can risk their mission and operations.
Planning 52
52 
2023 and Beyond: Budgeting & Planning with QuickBooks Online Advanced to Manage Through Constant Change
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. Key Priorities & Requirements for Finance in 2023. Seamless Integration.
Budgeting 98
98 
Mastering Financial Services with Cash Flow Management
CFO Plans
OCTOBER 29, 2024
Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning. By forecasting cash flow and aligning it with business objectives, companies can anticipate potential shortfalls and surpluses.
10 Types of Financial Models
The Finance Weekly
OCTOBER 29, 2024
Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.
What is Long Range Planning and How Can it Help Your Growth?
The Finance Weekly
JULY 14, 2024
Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.
Planning 105
105 
2023 Financial Planning: The Importance of the Budget vs. Actual Statement During Times of Change
Centage
JANUARY 17, 2023
Between a volatile stock market, high interest rates, supply chain issues, inflation, and a possible recession, having a solid financial planning process in place is an important piece of sustaining your business through challenging times. Today’s business leaders are facing unprecedented uncertainty. Was it a salesmanship issue?
Gearing up for 2025: How finance leaders will take the reign
Future CFO
NOVEMBER 6, 2024
He also highlights the importance of building agility in supply chain management and, external focus and benchmarking in forecasting, whilst continuing to be data and insight-led. In weathering these challenges, Shivam notes the importance of having clarity of vision and ensuring resource allocations are clearly aligned with the vision.
Finance 96
96 
Prophix Reviews
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.
Digital transformation as top priority for finance professionals, study finds
Future CFO
MARCH 5, 2025
Digital transformation emerges as the top priority for finance professionals, focusing on enhancing financial planning and budgeting, optimising ERP systems, and improving data integration. In the study, 72% of respondents say their organisation is prioritising the digitalisation of their financial planning and budgeting.
Finance 52
52 
When to Use a ‘Decision Tree’ for Business Planning
CFO Selections
MARCH 4, 2024
The “branches” off each decision alternative that result use data analysis to forecast the most likely outcome of each decision. A decision tree is a critical part of strategic planning because it allows decision makers to analyze the effects of a significant change throughout different areas of the business.
Planning 86
86 
Let's personalize your content