E78 Partners

FEBRUARY 5, 2025

Achieving this requires a comprehensive approach encompassing strategic alignment, leadership integration, operational efficiencies, and financial optimization. Private equity firms often bring in private equity consultants to help manage the cultural and leadership integration process.

Leadership 52

Leadership Leverage Strategic Planning Investments 52

Future CFO

OCTOBER 27, 2024

Considering the CFOs’ expertise in financial management, risk assessment, and strategic planning is vital in mastering the complexities of balancing these two goals. Sustainable goals often involve investing in new technology processes or even entering a new market. Further, risk management is another area where the CFO shines.

CFO 98

CFO Communication Strategic Planning Economics 98

CFO Thought Leader

JANUARY 5, 2025

Zach Johnson, CFO of Cribl, gained his approach to finance leadership from multiple fast-scaling tech companies. If youre curious about how CFOs balance short-term needs with strategic planning, tune in to hear Johnsons perspective.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

E78 Partners

NOVEMBER 11, 2024

Adequate financial leadership has never been more critical to today’s market. Companies may face situations where hiring an interim CFO can provide immediate expertise and strategic direction. The Role of an Interim CFO An interim CFO must uphold financial stability and strategic guidance during change or doubt.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

E78 Partners

NOVEMBER 11, 2024

Adequate financial leadership has never been more critical to today’s market. Companies may face situations where hiring an interim CFO can provide immediate expertise and strategic direction. The Role of an Interim CFO An interim CFO must uphold financial stability and strategic guidance during change or doubt.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

Future CFO

FEBRUARY 3, 2025

Looking ahead, the integration of digital finance and a focus on work-life balance will be critical as the profession strives to align with evolving market demands and technological innovations. Chan revealed that "about 25% of our membership are in top leadership roles, including C-suite and board positions. "

Accounting 64

Accounting Education CFO Finance 64

CFO Talks

NOVEMBER 12, 2024

Members’ Profile: Jean-Claude Marais In this edition of CFO Club Africa’s Members Spotlight, we are introducing Jean Claude Marais, a seasoned finance professional whose career reflects a blend of expertise, ambition, and leadership. Fascination with numbers and financial markets. Leading by Example.

CFO 52

CFO Corporate Finance Auditing Leadership 52

Future CFO

MAY 26, 2024

The majority of my time is spent on three main areas: market and customer-facing activities, company leadership and strategy, and maintaining our financial stability, shareholder management, and market position. Through this synergy, we shape our future more confidently and create a positive impact on the business and beyond.

Leadership 98

Leadership Strategic Planning Forecasting CFO 98

Jedox Finance

JUNE 26, 2019

Market forces compel the change away from top-down, control-oriented hierarchies to flexible systems that highlight responsiveness, inclusiveness, and risk-taking. Our business partners, including the CEO, do not have time for a lengthy budget process and outdated forecasts because the market is moving quickly.

Financial Planning and Analysis (FP&A) 120

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

CFO Leadership

DECEMBER 12, 2022

Take a few minutes to dig into the survey findings, from the top finance priorities as rated by your peers to how they are addressing inflationary and other market trends, ESG reporting requirements, and more. Setting the Finance Function Up for Success in 2023 first appeared on CFO Leadership. The post What’s Next for CFOs?

Finance 98

Finance Leadership Strategic Planning CFO 98

CFO Talks

NOVEMBER 11, 2024

This interest solidified during her BCom studies, where she found satisfaction in analyzing financial statements and market trends. I found great satisfaction in deciphering financial statements and understanding market trends. Thobile’s roles in Botswana and Mozambique introduced her to multicultural teams from various backgrounds.

CFO 52

CFO Leadership Problem Solving Communication 52

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. You don’t want to be good enough – you want to be your best.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

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

PYMNTS

FEBRUARY 10, 2020

PSCU has appointed Denise Stevens as senior vice president and chief product officer, while Scott Young will head the product delivery leadership team as vice president of innovation, PSCU announced today (Feb. She will also manage the PSCU’s strategic partnerships, and its Enterprise Project Management Office. “As

Leadership 84

Leadership Strategic Planning Risk Management Planning 84

Future CFO

DECEMBER 15, 2024

Afternoons are a mix of strategic planning sessions and deep dives into emerging technologies, particularly Generative AI. This allows CFOs and their teams to shift their focus from manual processes to higher-value activities like strategic planning and risk management. Lunch is a quick but mindful break.

Leadership 52

Leadership Strategic Planning Finance Risk Management 52

VCFO

MAY 30, 2024

Here are some hard questions you should be asking: Do I have a fully objective and independent view of how my business is performing in the market? To what extent am I navigating by intuition and feeling as opposed to a well-formed strategic plan? We’ve sat in your leadership seat. This takes us back to calibration.

Strategic Planning 91

Strategic Planning Planning Benchmarking Leadership 91

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

VCFO

SEPTEMBER 21, 2023

Yet, this perception often differs from the view of the market. As a business owner, understanding the underlying drivers of genuine, market validated value in your enterprise empowers informed decisions. Owners often seek valuations from CPAs or similar entities for purposes such as insurance, estate planning, or internal events.

Valuation 84

Valuation Marketing Benchmarking CFO 84

Future CFO

FEBRUARY 16, 2025

With market volatility, digital disruption, and regulatory uncertainty appearing to be the norm rather than the exception in 2025, finance leaders will be hard-pressed to accelerate transformation initiatives and get them up and running quickly. Moreover, the importance of storytelling in data intelligence cannot be overstated.

Finance 64

Finance Forecasting CFO Compliance 64

CFO Leadership

DECEMBER 12, 2022

Even well-capitalized companies are vulnerable to market changes; however, companies can strengthen their working capital to mitigate risk. Proactive and strategic planning in advance of exiting a business will ease the transition whether it’s passing the company on or divesting entirely. BACK TO SPECIAL EDITION NEWSLETTER.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

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 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

Jedox Finance

SEPTEMBER 29, 2021

Therefore, an SPM solution should follow the different activities of sales operations: Budget & Target Setting is the starting point where the organization aligns between the revenue goals and go-to-market plans. Misaligned compensation plans are a major risk to the strategic execution of those goals.

Financial Planning and Analysis (FP&A) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Reconciliations 124

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

VCFO

AUGUST 18, 2022

For the CPO, this means shaping and carrying out a strategic plan that unlocks that people potential via a high level of employee engagement. The CPO listens to the challenges, concerns, needs, and opportunities of the broader leadership team and acts as a valued partner in helping them accomplish their objectives.

Leadership 78

Leadership Communication Management Consulting Strategic Planning 78

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. In my career, I’ve faced situations where initial plans failed, markets shifted unexpectedly, or projects didn’t go as anticipated.

CFO 97

CFO Leadership Communication Problem Solving 97

Future CFO

APRIL 13, 2025

At a high level, a normal day involves strategic planning, teamwork, and tackling challenges, but most days are diverse and varied. These skills also drew on prior experiences acquired while working in financial markets, where together with my team I delivered complex quantitative solutions to asset managers and owners.

Concentration 52

Concentration Strategic Planning Credit Risk Risk Management 52

Centage

AUGUST 15, 2022

With driver-based planning, companies identify a set of factors that influence their success and model that data to better understand its impact. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

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

CFO Thought Leader

MARCH 11, 2025

Sullivan: 2X is rethinking the way enterprises structure and execute their marketing operations. Our founder and CEO, who was a CMO himself, saw firsthand how companies build large, expensive, and often inflexible marketing teams that struggle to keep up with rapid changes in technology. He knew there had to be a better way.

CFO 52

CFO Finance B2B Budgeting 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

Future CFO

JUNE 9, 2024

Julia Simatupang (JS): A typical day for me involves a blend of strategic planning, team management, stakeholder engagement, and operational oversight. In addition, I allocate time for analysing market trends, monitoring regulatory developments, and fostering relationships within the accounting community.

Leadership 52

Leadership Strategic Planning Finance Education 52

Fpanda Club

SEPTEMBER 2, 2021

Access to a sufficient level of detail and at the same time ability to see the big picture predetermine the main goal or even the mission of the FP&A function – to support and drive the right strategic decisions in the company.

Financial Planning and Analysis (FP&A) 130

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

PYMNTS

JUNE 17, 2019

Bottomline Technology President and CEO Rob Eberle said at the time, “We enter the fourth quarter and fiscal 2020 confident in our strategic plan and our ability to execute against that plan.”

Banking 62

Banking Strategic Planning Leadership B2B 62

The Charity CFO

MARCH 20, 2023

Growth: likely a key point in any strategic plan and something that is the top of mind for many leaders. However, many nonprofits are missing out on a key component of modern growth: marketing. In the nonprofit realm, marketing tends to come as an afterthought, and as something that limited resources shouldn’t be devoted to.

Nonprofit 52

Nonprofit Marketing Budgeting Strategic Planning 52

Centage

APRIL 24, 2023

Get an accurate, holistic view of every aspect of your business with a single source of truth so you can deliver the financial intelligence your leadership needs to make faster, more confident decisions. Modern FP&A makes it easy to generate revenue, headcount and operations forecasts and adjust for market fluctuations.

Financial Planning and Analysis (FP&A) 98

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

Centage

AUGUST 16, 2023

Quickly compare performance against the plan and find holes and ways to improve. Freeing up time spent on manual budgeting processes gives leaders more resources to spend on strategic planning and forecasting. More time to spend on visionary actions that insulate the business from competitors and gain market share.

Budgeting 98

Budgeting Forecasting Strategic Planning Planning 98