The Charity CFO

MARCH 22, 2024

Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? After choosing KPIs and their benchmarks, you can start incorporating data insights into strategic planning. You can use data to help track the outcomes of your programs, such as participant numbers or revenue.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

CFO Leadership

DECEMBER 12, 2022

Nearly eight in ten payment transactions globally are now contactless, and that number is expected to increase. Proactive and strategic planning in advance of exiting a business will ease the transition whether it’s passing the company on or divesting entirely.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

Future CFO

FEBRUARY 16, 2025

Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning." As finance professionals transition from number crunchers to strategic advisors, the ability to convey complex data insights understandably becomes crucial.

Finance 64

Finance Forecasting CFO Compliance 64

CFO News Room

DECEMBER 28, 2022

Number one was that viewers were looking for clarity around strategy: What is it? If you’re busy planning where to put your next factory or which departments to grow, without a rigorous theoretical framework, your competitor is doubtless doing the much harder work of strategizing a way to beat you. <span What isn’t it?

Planning 130

Planning Strategic Planning Leadership Numbers 130

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

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. I’ve always had a natural inclination toward numbers; they just made sense to me in a way that’s hard to explain.

CFO 97

CFO Leadership Communication Problem Solving 97

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

CFO Simplified

APRIL 3, 2022

Every business owner knows he’s going to leave his business eventually, but how a business owner does so, is a great indication of their leadership. Today, we have Larry Chester, President of CFO Simplified, presenting a case study on succession planning. The difficulty was that they faced a number of problems.

CFO 98

CFO Planning Strategic Planning Sales 98

Future CFO

FEBRUARY 23, 2025

Id say that I particularly enjoy being involved in decision-making and strategic planning, such as resource allocation or investments for growth, which directly contribute to the organisation's success. FutureCFO: Can you share an experience which was key to your professional growth?

Banking 52

Banking CFO Strategic Planning Finance 52

CFO Selections

MARCH 4, 2024

Decision trees can be more conceptual in nature or have numbers to back up decision scenarios, as is the case of pricing changes affecting revenue figures. 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

Planning Data Analysis Strategic Planning Forecasting 86

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

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. Understand your cost of services by measuring and managing provider insurance costs or tracking meal plans and number of patients.

Financial Planning and Analysis (FP&A) 98

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

Centage

AUGUST 16, 2023

Freeing up time spent on manual budgeting processes gives leaders more resources to spend on strategic planning and forecasting. Entering the wrong number on the wrong line, or missing a number, can cause big issues with the data integrity. Automation budgeting tools lend themselves to greater operational efficiency.

Budgeting 98

Budgeting Forecasting Strategic Planning Planning 98

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

CFO Simplified

FEBRUARY 13, 2022

Strategically plan for the company’s future . Additionally, a CFO’s ability to forecast a company’s financials based on past numbers and projections is arguably the most important piece of the puzzle. Your CFO will be in constant communication with other leadership roles in your company. Address operational structure.

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

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

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. Even if you’re “not a numbers person,” you must learn to navigate financial management.

Nonprofit 52

Nonprofit Strategic Planning Budgeting CFO 52

CFO News Room

DECEMBER 16, 2022

CFOs are some of the highest-paid finance professionals because they have experience and networks and excel at financial leadership. Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Financial Manager. Financial Analyst.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

The Finance Weekly

MARCH 25, 2024

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. In recognition of his role, Pichette received a total compensation package of $16.5 million and stock awards worth $11.2

CFO 97

CFO Finance Forecasting GAAP 97

Jedox Finance

JANUARY 23, 2020

However, in order to support a fully unified planning process – create and collect the planning data, budgeting and forecasting, simulation and data entry of plan numbers and drivers, an EPM system should ideally be in place to take full advantage of the data this process offers.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

Jedox Finance

JANUARY 12, 2022

To do this, you need a comprehensive overview of the amount and number of incoming and outgoing payments and due dates. A solid financial plan allows for transparency about the company’s performance and ensure accuracy for future planning. Types of corporate financial planning.

Planning 138

Planning Profit and Loss Sales Investments 138

CFO Thought Leader

JULY 9, 2024

Read More Transitioning to Silicon Valley, Khavkin joined eBay’s corporate development team, where he learned to align acquisition opportunities with the strategic goals of business units and technology leaders—experience that deepened his understanding of operational management and strategic planning.

CFO 52

CFO Leadership Strategic Planning Valuation 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

Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. We’ve always been a virtual company, just used to be through the mail and 1-800 number when I joined.

Leadership 112

Leadership Investments Profit and Loss Technology 112

Future CFO

MARCH 20, 2020

Editor’s Note: For our Female Leadership in Finance Series , FutureCFO editor Teresa Leung recently had a chat with Vyin Ng (pictured below), CFO at Microsoft Hong Kong. If you think a finance person is focused only on numbers and shy away from changes, think again. At Microsoft, 45% of the leadership team in Hong Kong is female.

CFO 52

CFO Finance Leadership Compliance 52

The Charity CFO

JUNE 10, 2022

Your finance committee spends the most time analyzing and studying your nonprofit’s numbers, yet your entire board of directors is responsible for financial oversight. 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

CFO Simplified

JUNE 1, 2023

Some look at them in detail, and others look at a couple of distinct numbers. Sure, you’re using those numbers for basic things like filing your tax returns, and it’s important to make sure that you pay the government the right amount of money. Are your numbers trending up or down? What IS your plan for profitability?

Cash Flow Forecasting 52

Cash Flow Forecasting Profit and Loss Strategic Planning CFO 52

The Finance Weekly

JULY 14, 2024

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. It also differs from mid-range strategic planning processes.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

CFO Thought Leader

APRIL 7, 2024

Based on Planning Ace Jeff Woolard’s comments, here are five key themes highlighted: Cross-Functional Impact of Finance: 1.Woolard This perspective enables finance to have a significant impact beyond traditional financial roles, extending into product development and strategic planning.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss CFO Leadership 52

VCFO

MARCH 6, 2024

In these instances, the people picture usually isn’t painted much beyond basic information, like the number of employees involved and where those employees are located. If the deal does go through, leadership will be prepared and have HR’s continued support through transition.

Mergers and Acquisitions (M&A) 76

Mergers and Acquisitions (M&A) Leadership Construction Communication 76

Future CFO

NOVEMBER 8, 2023

For companies starting out in the business, some resort to hiring fractional chief financial officers to share their expertise in finance, strategic planning, and other CFO-related activities. They present data in formats that bring meaning to the numbers. The best CFOs help you remember this.

CFO 52

CFO Strategic Planning Forecasting Planning 52

PYMNTS

AUGUST 23, 2016

22) that he planned to retire as the company’s CEO, although he would still remain as chairman of the board, according to numerous reports. “My My decision to retire has not been an easy one,” Smith said in a statement announcing his plans. Roland Smith, CEO of office supplies retail chain Office Depot , said on Monday (Aug.

Strategic Planning 40

Strategic Planning Leadership Retail eCommerce 40

CFO Leadership

JANUARY 5, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

Planful

DECEMBER 9, 2021

Pushing forward requires CFOs to get involved in the business and convey the importance of the numbers to provide more strategic guidance to the business. CFOs are quantitative by nature, so use data and numbers as part of the CFO Playbook to help the business understand the crux of their challenges. Tell a story with the data.

Financial Planning and Analysis (FP&A) 40

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

Future CFO

SEPTEMBER 26, 2024

By looking internally for existing capabilities and externally for leading practices and support, CFOs can develop a strategic plan to not only achieve compliance, but also embed sustainability reporting into the organisation's decision-making and performance rhythm over time.

CFO 52

CFO Strategic Planning Compliance Forecasting 52

CFO Thought Leader

MARCH 24, 2024

Having transitioned from structured finance roles at General Electric to the dynamic environment of UiPath, Alper now brings to the table a blend of experience in operational finance, strategic planning, and transformational technologies that arguably made her an optimal CFO candidate.

CFO 52

CFO Finance Strategic Planning Leadership 52