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

PYMNTS

APRIL 25, 2017

To do so, the online retailer will leverage Mirakl’s B2C Marketplace Platform. It has always been in our strategic planning and will allow us to continue supporting the rapid growth we have experienced to date. VidaXL, which is currently up and running in 27 European countries, the U.S.

Leverage 40

Leverage Retail Planning B2C 40

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

Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Forecasting 130

Forecasting Budgeting General Ledger Finance 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. Leveraging AI emerges as a key theme for optimizing financial processes and enabling real-time collaboration.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Strategic Planning CFO Education 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. v360 goes beyond traditional financial analysis and simple snapshots.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

CFO Talks

FEBRUARY 2, 2024

A CFO’s role is to identify, evaluate, and mitigate these risks through strategic planning, ensuring the integration of risk management processes across all departments of the organisation. It requires a comprehensive understanding of various risks, including catastrophic, geopolitical, and operational risks.

CFO 52

CFO Risk Management Strategic Planning Forecasting 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 109

Technology Treasury Prioritization Strategic Planning 109

CFO Plans

DECEMBER 23, 2024

Start Your Financial Transformation Today with expert guidance from CFO Plans. This article delves into how tech startups can navigate financial complexities, leveraging the strategic insights of a Chief Financial Officer (CFO) and other vital financial strategies. Optimize Your Budget with Strategic Planning from CFO experts.

Startups 52

Startups Planning CFO Budgeting 52

CFO Talks

JULY 4, 2024

Leverage Digital Payments for Efficiency The shift towards digital payments is not just a trend; it’s a strategic necessity. Key Takeaway: CFOs should develop strategic plans for the integration of digital currencies into their financial systems.

CFO 52

CFO Strategic Planning Currencies Prioritization 52

CFO Plans

SEPTEMBER 24, 2024

This proactive approach is vital for strategic planning and long-term success. Leverage Technology: Utilize Remote Accounting Solutions and Virtual Financial Controller Services to streamline the forecasting process. Embrace financial forecasting today and plan with precision for a prosperous tomorrow.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

CFO Plans

DECEMBER 29, 2024

Consider a tech startup that transitioned from a break-even approach to a thriving enterprise through strategic planning, leveraging data-driven insights and customer feedback to innovate and expand globally. In 2025, let’s redefine the narrative from merely breaking even to scaling strategically.

Strategic Planning 52

Strategic Planning CFO Concentration Manufacturing 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

The Charity CFO

OCTOBER 14, 2024

The Importance of Strategic Planning Sarah stressed the need for both a business plan and a strategic plan. While a business plan outlines your vision and goals, a strategic plan details how you’ll execute those goals. Need help scaling?

Nonprofit 52

Nonprofit Strategic Planning Budgeting CFO 52

CFO Plans

DECEMBER 16, 2024

This journey demands strategic foresight and a commitment to leveraging professional financial guidance to achieve long-term success. 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

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 98

Cash Management Treasury Foreign Exchange Banking 98

CFO Plans

NOVEMBER 4, 2024

By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives. A noteworthy example is a financial services provider that leveraged cutting-edge ROI analysis tools to assess the impact of their investments.

CFO 52

CFO Cost Management Leverage Planning 52

Future CFO

JUNE 10, 2024

This includes leveraging technology to transition from physical documentation to electronic formats like e-bills of lading, reducing risk of fraud and loss." With a wealth of digital data available, trade finance becomes ripe for advanced analytics, offering deeper insights for risk management, trend analysis, and strategic planning.

Finance 90

Finance Compliance Communication Strategic Planning 90

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. Leverage Technology: Implement automation tools and software solutions to streamline repetitive tasks, improve accuracy, and save time.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

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 82

Treasury Cash Flow Forecasting Forecasting Cash Management 82

PYMNTS

MARCH 30, 2017

Grant Thornton released its 2017 CFO Survey this week to find that most of these executives said strategic planning is their top priority within the enterprise, surpassing other priorities like performance management or even increased cash flow.

CFO 51

CFO Strategic Planning Corporate Finance Risk Management 51

Future CFO

JANUARY 7, 2024

By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management. CFOs must also be well-versed in leveraging emerging technologies to boost their business performance. The post The risks CFOs must face in 2024 appeared first on FutureCFO.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

Global Finance

DECEMBER 6, 2024

By leveraging data and analytics, we can offer more personalized and effective solutions, ensuring that we remain at the forefront of the industry. By sharing insights and analyses, we demonstrate our commitment to informed decision-making and strategic planning. GF: How do you communicate that to clients?

Banking 52

Banking Communication Strategic Planning Leverage 52

CFO Plans

JANUARY 20, 2025

Strategic Tax Planning for Entrepreneurs The foundation of effective tax management begins with strategic planning. Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

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

Focus CFO

MARCH 3, 2022

However, with guidance and strategic planning led by an experienced CFO, organizations will be well equipped to weather the storm. . Learn more about how a FocusCFO’s Fractional CFO services can help your organization with strategic planning. Strategic Partners. LEARN MORE. 855-236-0600. Follow Follow Follow.

CFO 52

CFO Strategic Planning Communication Credit Risk 52

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. This cost-effective model allows businesses of all sizes to leverage advanced technologies without financial constraints.

SAP 70

SAP B2B Leverage Analyzing Data 70

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. Leverage Technology: Implement automation tools and software solutions to streamline repetitive tasks, improve accuracy, and save time.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. Leverage Technology: Implement automation tools and software solutions to streamline repetitive tasks, improve accuracy, and save time.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

The Finance Weekly

MAY 5, 2024

As companies shift from static sales plans to more dynamic sales planning, leaders see it as a more advanced and adaptable approach that can be tailored to meet the organization's evolving needs. Benefits of Sales Planning Sales planning offers a bunch of perks for businesses. What is Revenue Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

Strategic Treasurer

AUGUST 15, 2022

During uncertain times, treasury teams must be on the frontlines to plan for business continuity by monitoring external factors such as seasonality, currency fluctuations, and broad economic indicators. Forecasting cash flow and strategic planning have never been more important.

Treasury 52

Treasury Forecasting Strategic Planning Leverage 52

CFO Plans

JULY 25, 2024

Leverage Virtual CFO Services and Financial Consulting For manufacturing businesses that may not have the resources to hire a full-time CFO, SaaS accounting software can be a valuable asset. Many platforms offer virtual CFO services, providing expert financial guidance and strategic planning support.

Manufacturing 52

Manufacturing Accounting CFO Startups 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 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. By leveraging the expertise of a fractional CFO, businesses can navigate financial complexities, optimize performance, and achieve sustainable growth.

CFO 52

CFO Restructuring Strategic Planning Budgeting 52

The Charity CFO

MARCH 22, 2024

How does your nonprofit make strategic decisions? Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader?

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 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. This endeavour required me to leverage my leadership skills, strategic thinking, and ability to navigate ambiguity. FutureCFO: What does a typical day look like for you?

Leadership 52

Leadership Strategic Planning Finance Education 52