Jedox Finance

JANUARY 12, 2022

The answer to these questions and more: a solid financial plan. What is the corporate financial planning process? What is the goal of corporate financial planning? The importance of financial planning for your company. Types of corporate financial planning. Steps in the financial planning process.

Planning 138

Planning Profit and Loss Sales Investments 138

Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

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. However, when these skills are underdeveloped within the team, FP&A may fail to demonstrate its value as a strategic partner.

Financial Planning and Analysis (FP&A) 130

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

CFO Thought Leader

NOVEMBER 3, 2024

In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. Without constraints, planning becomes unrealistic and wasteful.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Strategic Planning CFO Education 52

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Financial Planning: Develop a robust financial plan. That plan will include not just looking at the future, but also planning for the present. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

Global Finance

MARCH 21, 2025

Oliver Jones, head of EY-Parthenons Geostrategic Business Group, tells Global Finance how forward-looking companies are embedding geopolitical thinking into their risk frameworks, investment decisions, and long-term planning. GF : What does that mean for international business, and how they should plan for the future?

CFO 71

CFO Risk Management Finance Strategic Planning 71

CFO Simplified

DECEMBER 10, 2021

As the end of the fiscal year comes into focus, it’s time to put together plans for the upcoming year. If you’ve put together annual strategic, operational, and financial plans previously, terrific. Most successful companies have an annual planning process to put together specific plans and goals for the upcoming year.

Strategic Planning 52

Strategic Planning Budgeting Planning Financial Modeling 52

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. Additionally, ROI analysis tools play a crucial role in evaluating the success of financial strategies and investments.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Talks

NOVEMBER 29, 2024

From employing local talent to investing in community health infrastructure, GDC’s approach integrates ESG principles into its broader business strategy. Investments in corporate social responsibility (CSR) also yield significant dividends. This allows for informed and strategic investment decisions.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO Thought Leader

JANUARY 5, 2025

In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of businesss most critical challenges: aligning sales, operations, and finance around a common goal.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

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

Planning Sales Forecasting Strategic Planning 72

Boston Startup CFO

APRIL 12, 2024

We will evaluate the cost implications, revenue projections, and profitability potential of your product offerings, enabling you to make informed decisions, prioritize investments, and align your roadmap with your financial objectives, ultimately leading to a more successful and financially sustainable product strategy.

Strategic Planning 40

Strategic Planning Planning Budgeting Prioritization 40

CFO Plans

FEBRUARY 23, 2025

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision. Discover how to transform your financial reports into investment magnets by aligning them with investor expectations.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

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

VCFO

JANUARY 23, 2024

In much the same way as, diversifying investments is a prudent strategy to mitigate personal risk, strategizing the sale of your business well in advance is an integral step toward securing your financial future. Implement strategic initiatives to improve profitability, streamline operations, and fortify your market position.

Planning 81

Planning Concentration Strategic Planning Securities 81

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. And the investments that we needed to make there would be profound. And then that generates revenue.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

CFO Plans

DECEMBER 16, 2024

These services provide a holistic approach, encompassing everything from daily transaction management to financial planning and risk management. By leveraging CFO Plans and their cost-saving accounting services, CEOs can delegate time-consuming financial tasks to professionals.

Accounting 52

Accounting CFO Leadership Prioritization 52

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Plans

FEBRUARY 9, 2025

Unlock Strategic Financial Planning Tips to turn seasonal challenges into opportunities for growth and innovation in the hospitality and retail sectors. With strategic financial planning, businesses can turn these challenges into golden opportunities for growth and innovation.

Budgeting 52

Budgeting CFO Planning Strategic Planning 52

PYMNTS

AUGUST 21, 2017

From a practical standpoint, companies have got to do their contingency planning, but in the expectation that things are going to be business as usual in reality over the next potentially five years,” said Paul Watters, S&P Global Ratings head of corporate research, at an event earlier this year. offices as a result of Brexit.

Strategic Planning 40

Strategic Planning Planning CFO Banking 40

E78 Partners

FEBRUARY 5, 2025

This phase is where the real work begins: ensuring that the investment delivers the expected returns and long-term value. Integration should be planned, starting even before the deal closes. This might involve shifting focus to higher-margin products or business units or investing in strategic growth initiatives.

Leadership 52

Leadership Leverage Strategic Planning Investments 52

Global Finance

JULY 2, 2024

Hussein Fakhreddine, CEO at Qatari investment bank QInvest, said, “The transaction marks a milestone under the Financial Strategic Plan, which is part of the Qatar National Vision 2030, allowing more sophisticated investment strategies and unlocking a significant liquidity pool.”

Marketing 110

Marketing Strategic Planning Securities Investments 110

Global Finance

DECEMBER 6, 2024

The global economy is transitioning to an era marked by higher growth, increased capital investment, and elevated interest rates. Frame: Its prompting them to adopt more agile and diversified investment strategies. By sharing insights and analyses, we demonstrate our commitment to informed decision-making and strategic planning.

Banking 52

Banking Communication Strategic Planning Leverage 52

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

Reporting and investment fund management can easily become overwhelming, complicated, and difficult to manage without the right tools at your disposal. Every family office should invest in technology best suited for their clients, capable of managing diverse portfolios and demonstrating healthy returns. Investment risk management.

Risk Analysis 113

Risk Analysis Strategic Planning Investments Risk Management 113

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

Nerd's Eye View

OCTOBER 14, 2024

Independent Registered Investment Advisors (RIAs) often face significant challenges in attracting advisors who can proactively generate new business. Regardless of the reason, the responsibility of acquiring new clients frequently falls on firm owners, limiting scalability and complicating succession planning.

Strategic Planning 98

Strategic Planning Sales Planning Budgeting 98

Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Benchmarking 98

Benchmarking Strategic Planning Planning Numbers 98

CFO Simplified

FEBRUARY 11, 2022

Larry Chester, CEO of CFO Simplified, was featured on NADC BoardTalk to discuss business planning for small to medium-sized businesses in 2022. The recent passage of the Infrastructure Investment and Jobs Act to help rebuild our national infrastructure certainly provides opportunities for companies of all sizes.

Planning 98

Planning CFO Economics Restructuring 98

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. By Michael Stier.

Financial Planning and Analysis (FP&A) 92

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

CFO Plans

SEPTEMBER 24, 2024

By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability. This proactive approach is vital for strategic planning and long-term success.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

Global Finance

JUNE 11, 2024

Has the investment ratio between keeping the lights on and innovation changed? Nothing has drastically changed in terms of investment ratio. Innovation is more than improving your technology stack or rebuilding your platforms, such as treasury management systems, enterprise resource planning, or bank connectivity.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

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. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans.

Treasury 98

Treasury Forecasting Strategic Planning Investments 98

CFO News

JULY 2, 2024

DTDC Express aims for high double-digit growth in FY25 with Rs 150 crore investments in infrastructure and technology. CFO Aneel Gambhir shared his strategic plans with ETCFO. He also called for government support to boost the logistics sector.

CFO 40

CFO Investments Strategic Planning Planning 40

Accountancy Today

JULY 28, 2023

FRP Corporate Finance has advised ground maintenance provider Ground Control on a refinance with new funding from Pricoa Private Capital to support continued growth plans. Ground Control is an external maintenance business and biodiversity expert founded as a grounds maintenance company in 1973.

Corporate Finance 98

Corporate Finance Finance Strategic Planning Planning 98

Future CFO

FEBRUARY 23, 2025

Editors note: In todays A Day in the Life , Elsa Ariany SetyadiACMA, CGMA (pictured), financial planning and performance head at PT Bank BTPN Tbk , shares with FutureCFO audiences how working with the CFO and finance team is always an exhilarating experience for her and how gardening, painting, and travelling inspire her. And lastly.

Banking 52

Banking CFO Strategic Planning Finance 52

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

Jedox Finance

JUNE 26, 2019

We are pleased to welcome an expert in Financial Planning and Analysis (FP&A), Mr. Anders Liu-Lindberg, as a guest to the Jedox blog. In a large scale survey by a global firm, CFOs named Financial Planning & Analysis (FP&A) a top priority to transform and derive more value. Taking action.

Financial Planning and Analysis (FP&A) 120

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