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

CFO Talks

FEBRUARY 2, 2024

These competencies not only strengthen the financial backbone of an organisation but also prepare it to navigate through uncertainties and market volatility. This method also helps in strategic planning by providing a clearer understanding of asset performance, capital allocation, and profitability in the context of associated risks​​.

CFO 52

CFO Strategic Planning Risk Management Forecasting 52

CFO Plans

NOVEMBER 4, 2024

By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives.

CFO 52

CFO Cost Management Leverage Planning 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

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.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

Future CFO

JANUARY 7, 2024

As the market shifts here and there, the role of the chief financial officer continue to evolve, juggling priorities and strategies to keep up with the changes. By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

CFO Share

JULY 16, 2024

For small businesses employing a fractional CFO , understanding the core responsibilities of a CFO can help leverage their expertise effectively. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Compliance General Ledger 98

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

PYMNTS

APRIL 25, 2017

To move into a greater number of markets, international online home goods retailer vidaXL recently selected global marketplace solutions provider Mirakl to support its growth plans. and Australia, looks to grow its retail categories and the number of markets, as well as streamlining its eCommerce operations.

Leverage 40

Leverage Retail Planning B2C 40

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

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

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 Share

AUGUST 22, 2024

CFO compensation increases with extensive experience in your industry, proven strategic planning skills, and a track record of driving financial performance. Freelance Fractional CFOs Independent fractional CFOs work as 1099 contractors, often self-marketing their services or paying referral fees from lead-sourcing agencies.

CFO 52

CFO Restructuring Strategic Planning Budgeting 52

CFO Thought Leader

JUNE 11, 2024

She spent a significant portion of her career at PayPal, where she honed her skills in analytics and strategic planning. Her ability to leverage data for decision-making allowed her to emerge as a strategy-minded finance executive capable of driving business growth and profitability. In May 2022, Gessert was named CFO of Upwork.

CFO 52

CFO Leadership Strategic Planning Leverage 52

CFO Talks

JULY 23, 2024

Externally, consider market trends, regulatory changes, and economic conditions. Leverage Technology Technology can be a powerful ally in risk management. This reduces dependence on a single market or product and spreads risk across multiple sources of income. Internally, you might look at processes, systems, and personnel.

Risk Management 52

Risk Management CFO Compliance Communication 52

Global Finance

JUNE 11, 2024

They are at the forefront of driving change, whether it is strategic planning for long-term business objectives, expansion plans or even execution of the innovation agenda. Treasurers are savvy and leverage technology to solve day-to-day needs such as bank-agnostic reporting, virtual accounts and real-time liquidity.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

The Finance Weekly

MAY 5, 2024

When it comes to sales planning, it's all about creating a flexible strategy that your sales team can rely on to hit those sales goals within a set time frame. This plan covers everything from activities and target markets to budget, resources, and market positioning. What is Revenue Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

Future CFO

JUNE 10, 2024

As the world transformed following the changes brought about by the COVID-19 pandemic, along with other global market factors, businesses have found themselves navigating around the newness. We are also seeing more ‘mutualisation’ of innovation, where digitally mature institutions partner fintech companies to bring new solutions to market.

Finance 90

Finance Compliance Communication Strategic Planning 90

CFO Thought Leader

APRIL 7, 2024

This episode our Planning Aces emphasize the importance of leveraging one’s breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. This discrepancy between what was being produced and what the market wanted was critical. Read More 3.Understanding

Financial Planning and Analysis (FP&A) 52

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

CSC Advisors

SEPTEMBER 27, 2024

As you approach the 2025 tax season, it’s crucial to leverage your SBA loan’s financial advantages effectively. When working on your small business tax planning, keep these essential strategies in mind: Incur Deductible Expenses : Incur any deductible expenses in 2024 that you can claim on your 2025 tax return.

Tax Planning 52

Tax Planning Leverage Prioritization Planning 52

Bramasol

JUNE 30, 2023

Artificial Intelligence Revolution Extends into B2B Although artificial intelligence applications such as machine learning (ML) and robotic process automation (RPA) already have been in wide usage for B2B (business-to-business) markets, the revolution spurred by new generative AI has added fuel to the enterprise adoption of artificial intelligence.

SAP 72

SAP B2B Leverage Analyzing Data 72

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. Known for his strategic mindset and dedication to continuous improvement, Rowen’s story offers valuable insights and inspiration for aspiring leaders across Africa.

CFO 97

CFO Leadership Communication Problem Solving 97

Future CFO

JULY 9, 2023

Survey results indicate that strategists believe that, on average, 50% of strategic planning and execution activities could be partially or fully automated though only 15% are currently the case, Gartner pointed out. According to Gartner, 52% of strategists report that this is a top-three challenge — the most selected response.

Strategic Planning 52

Strategic Planning Leverage Technology Planning 52

Centage

JANUARY 18, 2024

Finance teams often get asked to do more with less, which makes it important that you adopt the right FP&A tools to amplify your capabilities and create more time for strategic planning. But staying current with the best tech tools on the market is a competitive necessity.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Risk Management Leverage 40

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 Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. This includes not just financial risks but also operational, regulatory, and strategic risks.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Focus CFO

MARCH 3, 2022

As inflation drives higher in today’s markets, many business owners find themselves in unfamiliar territory, struggling to make sense of an ever-changing puzzle. However, with guidance and strategic planning led by an experienced CFO, organizations will be well equipped to weather the storm. . Strategic Partners.

CFO 52

CFO Strategic Planning Communication Credit Risk 52

Future CFO

NOVEMBER 15, 2023

This helps mitigate errors and ensures that teams can leverage spreadsheets effectively. Strategic Thinking CFOs should encourage their teams to use spreadsheets strategically. This involves leveraging spreadsheets for scenario analysis, strategic planning, and decision support.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

The Charity CFO

JULY 2, 2024

With modern technology, nonprofits can easily plan, market, promote, and collect fundraising efforts digitally. Successful digital fundraising campaigns often combine creativity with strategic planning. When used correctly, AI tools help streamline the process by reducing manual tasks that can hinder efficiency.

Nonprofit 52

Nonprofit Auditing Prioritization CFO 52

Bramasol

SEPTEMBER 8, 2024

By leveraging our leadership in deploying more RAR implementations than any other partner, Bramasol is also at the forefront of helping refine and deploy these new Universal RevRec capabilities. Better Insights : Provides deeper insights into revenue metrics and performance, supporting better decision-making and strategic planning.

SAP 59

SAP General Ledger Compliance Accounting Standards 59

E78 Partners

AUGUST 15, 2023

Their external perspective and bias to drive action allows them to identify inefficiencies, optimize processes, and develop strategic plans that may not be apparent to internal teams. This foundation ensures that financial decisions are made with a deep understanding of their impact on the entire organization.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Financial Modeling Forecasting 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

PYMNTS

OCTOBER 9, 2020

As an extension of its non-consumables strategic plan, Dollar General has unveiled its new popshelf retail store concept. Plans are in place to have roughly 30 locations in different markets before the conclusion of fiscal year 2021.

Strategic Planning 43

Strategic Planning Manufacturing Leverage Retail 43

VCFO

NOVEMBER 4, 2022

People Operations/HR Consultant in vcfo’s Dallas market. Pick virtually any period and one will find a familiar bell curve continuum – one end populated by businesses that won’t make it through, a group in the middle that battles to just get by, and another end where to the market victors go the spoils.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

The Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. FP&A not only supports business and financial decision-making but also provides management with insights into the organization’s strategic plans and investments.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52