Fpanda Club

JANUARY 23, 2025

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Despite this capability, risk management is often handled (if performed at all) to other teams or left to leadership, with limited involvement from FP&A.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Invest in Scalable Technology: Adopt technology solutions that can grow with the business. 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

Future CFO

FEBRUARY 3, 2025

Chan views her role as more than just financial management; she collaborates on strategic planning to ensure that SMU remains competitive in the educational sector. "My Chan revealed that "about 25% of our membership are in top leadership roles, including C-suite and board positions. " million for top positions.

Accounting 64

Accounting Education CFO Finance 64

CFO Leadership

DECEMBER 12, 2022

CFOs make pivotal contributions to remodeling the organizations’ talent and technology investments, designing and implementing supply chain transformation, guiding ESG strategy and reporting, fortifying cybersecurity, and helping the enterprise contend with soaring inflation and rising interest rates. The post What’s Next for CFOs?

Finance 98

Finance Leadership Strategic Planning CFO 98

Jedox Finance

JUNE 26, 2019

In addition, finance needs to work in tandem with the company’s digital plans. Digital leadership is deployed throughout a company, creating an IT strategic plan including data management practices. Change needs leadership to be successful, and the CFO is the logical sponsor of a Finance transformation.

Financial Planning and Analysis (FP&A) 120

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

CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. And the investments that we needed to make there would be profound. Technology was becoming increasingly essential, obviously, to reach fans, track sentiment, but also on field.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

Planful

JUNE 17, 2021

But not every CFO thrives in the strategic planning side of their role. ” A McKinsey survey also indicates a gap between “the leadership that CFOs currently demonstrate and what other business leaders expect of them.” Many finance leaders confuse financial planning with strategic planning.

Strategic Planning 40

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

CFO Talks

NOVEMBER 11, 2024

She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Leadership

DECEMBER 12, 2022

Forward-looking companies are taking an integrated approach to help support employees’ broader needs, including financial wellness, saving and investing. Optimize existing technology: Many companies can optimize their existing technology without making significant technology investments. The company serves approximately 56 million U.S.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

VCFO

MAY 17, 2024

Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA. v360 goes beyond traditional financial analysis and simple snapshots.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

The Charity CFO

MARCH 22, 2024

Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. There are many ways to put data to use effectively in your organization.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

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

CFO Talks

OCTOBER 31, 2024

Rowen’s career in finance and leadership has positioned him as an influential figure, serving in executive roles across various sectors, including transportation, investment, and industrial management. Emotional intelligence is another crucial asset, particularly in leadership.

CFO 97

CFO Leadership Communication Problem Solving 97

Jedox Finance

JANUARY 12, 2022

Businesses should always be solvent and have enough cash to pay outstanding bills, make investments when there is a surplus, and reduce expenses when it slips into the red. To stay on top of your income and expenses, you need a solid corporate financial plan. Think of the financial planning process as an investment in the future.

Planning 138

Planning Profit and Loss Sales Investments 138

CFO Talks

NOVEMBER 20, 2024

I aim to build a team of skilled professionals who can offer deeper financial insights, strategic planning, and operational efficiencies that empower our clients to achieve sustainable growth. Start with deepening your understanding of financial planning and analysis, budgeting, and forecasting to support data-driven decisions.

CFO 52

CFO Prioritization Leadership Communication 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

Future CFO

FEBRUARY 9, 2023

Finance leaders need to adopt new technological advancements to streamline financial planning and analysis, reporting and finance operation process.” Most challenging aspects of finance leadership in 2022 Wong opined that the COVID pandemic led to a sharp inflexion point. Finance is right there in the thick of things.

Finance 96

Finance Communication Leadership Accounting 96

Future CFO

FEBRUARY 23, 2025

In addition, the CFO together with the finance team help shape the strategic direction of the organisation, and being part of this process is intellectually stimulating and rewarding, it challenges me to think critically and strategically, making the experience both dynamic and fulfilling. And lastly.

Banking 52

Banking CFO Strategic Planning Finance 52

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. CFOs are some of the highest-paid finance professionals because they have experience and networks and excel at financial leadership. Investment Banker. Financial Manager.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

CFO Thought Leader

JANUARY 27, 2024

This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through turbulent times and the importance of balancing short-term opportunities with long-term strategic planning.

Strategic Planning 52

Strategic Planning Leadership CFO Planning 52

PYMNTS

MAY 27, 2020

To lead strategic planning for the firm overall and in conjunction with its regional teams, Chris Newkirk is coming to Visa Inc. Newkirk has held multiple leadership roles at Capital One since 2008, most recently as president of Small Business, International & Walmart Partnership. as its new chief strategy officer.

Leadership 52

Leadership Strategic Planning Risk Management Sales 52

Future CFO

FEBRUARY 27, 2023

Kang will be responsible for leading the strategic planning, implementation, and managing of all the firm's financial activities alongside Executive Chairman and Co-Founder, Dr Bo Bai. Singapore-based digital asset platform MetaComp announced the appointment of John Kang as CFO.

CFO 52

CFO Strategic Planning Leadership Investments 52

The Finance Weekly

MARCH 25, 2024

In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. Pichette's notable contributions to Alphabet's transition from Google improved its operational efficiency and leadership in sustainability initiatives. His expertise and leadership make him a valuable asset as CFO.

CFO 97

CFO Finance Forecasting GAAP 97

Fpanda Club

SEPTEMBER 2, 2021

Possessing interpersonal and leadership skills they are capable of managing, coaching and developing their teams of junior and senior analysts. FP&A directors supervise all aspects of the FP&A function in the company, communicate vision and provide leadership to the FP&A team.

Financial Planning and Analysis (FP&A) 130

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

Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. We have lowered the cost of investing, and we have improved the quality of those funds. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote.

Leadership 112

Leadership Investments Profit and Loss Technology 112

CFO Thought Leader

NOVEMBER 7, 2024

Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and a robust financial planning process.

CFO 52

CFO Healthcare Leverage Investments 52

CFO Thought Leader

JULY 9, 2024

Mark Khavkin tells us that from the very beginning of his career journey—a 2008 role as an investment professional with a European private equity firm—he was able to gain experience in board strategy, investor relations, and entrepreneurial exploration. “Ditch the silo!

CFO 52

CFO Leadership Strategic Planning Valuation 52

CFO Thought Leader

OCTOBER 16, 2024

From fiction as a mental escape to deep dives into leadership, health, and emerging technologies, CFOs featured on the CFO Thought Leader podcast in September shared a diverse range of book recommendations. McGuire finds the book especially helpful during busy times, such as year-end closings or strategic planning periods.

CFO 52

CFO Leadership Prioritization Strategic Planning 52

Future CFO

SEPTEMBER 18, 2023

Flexibility Fractional CFOs can be engaged for specific tasks or projects, such as financial analysis , fundraising, budgeting, strategic planning or improving financial processes. Strategic guidance Fractional CFOs can provide valuable strategic insight to help guide the company's financial decisions and long-term planning.

CFO 52

CFO Leadership Financial Analysis Strategic Planning 52

Future CFO

SEPTEMBER 9, 2024

percentage points faster than those whose digital investments underperformed. According to the 2024 Gartner Board of Directors Survey, 2 which surveyed 285 non-executive board members, 56% said they expect their enterprise to accelerate investments in business initiatives in 2024-2025.

Finance 98

Finance Problem Solving Investments Nonprofit 98

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 . Your CFO will be in constant communication with other leadership roles in your company. What does a fractional CFO do? .

CFO 52

CFO Strategic Planning Communication Forecasting 52

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background.

Leadership 52

Leadership CFO Accounting Finance 52

CFO Thought Leader

JUNE 11, 2024

In the throes of the Great Recession, Erica Gessert faced one of her first tests of leadership. In the years ahead, Gessert’s career trajectory continued upward as she transitioned into various finance leadership roles. In the throes of the Great Recession, Erica Gessert faced one of her first tests of leadership.

CFO 52

CFO Leadership Strategic Planning Leverage 52

CFO Thought Leader

MARCH 11, 2025

But in the six months spent navigating investment negotiations, pipeline oversight had faltered. In anticipation, Sullivan and his team ramped up hiring, ensuring 2X had the supply of talent needed to meet the expected surge in demand. Revenue didnt spike as expected. Instead, churn crept up.

CFO 52

CFO Finance B2B Budgeting 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.

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

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

CFO Talks

FEBRUARY 9, 2024

Balancing the need for cybersecurity measures with budgetary constraints requires careful strategic planning and resource allocation. In addition, the dynamic nature of cyber threats necessitates ongoing investment in cybersecurity technologies and talent.

CFO 52

CFO Strategic Planning Risk Management Leadership 52