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

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. It involves predicting future financial outcomes by analyzing past and present financial data, market trends, and economic conditions.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 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

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 News

JUNE 26, 2024

The Indian job market is expected to witness a notable increase in workforce expansion. This expansion in the workforce serves as a crucial indicator reflecting economic growth, business confidence, and organizational strategic planning. in H2 FY24 (October-March).

Marketing 40

Marketing Strategic Planning Economics Planning 40

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

Centage

APRIL 24, 2023

The Shift to Modern FP&A Unprecedented cost pressures, along with regulatory and reimbursement issues and diverse revenue sources, all add complexity to the budgeting and planning process for healthcare organizations. With a modern solution, you’ll have a better, more strategic and accurate view of your financial health and performance.

Financial Planning and Analysis (FP&A) 98

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

Fpanda Club

APRIL 18, 2022

Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company. To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

Financial Planning and Analysis (FP&A) 130

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

Navigator SAP

DECEMBER 3, 2021

Getting to market involves investment, risk-taking, and strategic planning — all at a rapid pace. Life sciences and biotech companies often make miracles happen, but the road from a spark of genius to a regulator-approved product isn’t easy.

Startups 168

Startups Strategic Planning Investments Planning 168

Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

Boston Startup CFO

APRIL 12, 2024

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning. Additionally, through monthly rolling forecasts, we will provide real-time insights into your financial outlook, allowing you to adapt to changing market conditions and make proactive adjustments to achieve your financial goals effectively.

Planning 40

Planning Cash Flow Forecasting Financial Modeling Forecasting 40

Nerd's Eye View

OCTOBER 14, 2024

Many employee advisors gravitate toward service-oriented roles; this preference often stems from their initial motivation for entering the profession – wanting to help clients or perform the more analytical aspects of investing and financial planning. Rarely do they enter the field to be in a sales or marketing role.

Strategic Planning 92

Strategic Planning Sales Budgeting Planning 92

Planful

OCTOBER 4, 2021

Peter Mahoney, Founder and CEO of Plannuh, joined me on the Being Planful podcast to dive into the often fraught relationship between Marketing and Finance. Peter’s background is actually in marketing, where he began his career as a marketing rep for IBM. Marketing organizes things in broad themes and campaigns.

Finance 40

Finance Planning Marketing Strategic Planning 40

Centage

OCTOBER 11, 2022

Workforce planning is important to meeting your organization’s strategic vision, but it’s something that many consider a kind of fortune telling. In reality, it’s more science than art, and should be a critical component of management’s operational planning – especially during uncertain times. Learn how to do it right.

Financial Planning and Analysis (FP&A) 98

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

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

The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP)works – not only for individuals but for businesses as well. It also differs from mid-range strategic planning processes. Welp, that’s kind of short-ranged!

Planning 52

Planning Leadership Budgeting Financial Analyst 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

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

Nerd's Eye View

MARCH 28, 2023

Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. Read More.

Marketing 83

Marketing Benchmarking Analyzing Data Strategic Planning 83

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

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

The Finance Weekly

AUGUST 27, 2023

Planful and Datarails are two of the leading FP&A solutions in 2023. Planful is an FP&A solution that was built for large companies and enterprises. Planful has a great AI feature called Planful Predict and it is a big selling point in 2023.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

DECEMBER 20, 2023

If you're in charge of a team, you understand the importance of using ,, workforce planning software in today's business world. Importance of Workforce Planning Tools Workforce planning involves analyzing and predicting the number of employees you need to achieve your business goals in the short and long term.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

DECEMBER 20, 2023

If you're in charge of a team, you understand the importance of using ,, workforce planning software in today's business world. Importance of Workforce Planning Tools Workforce planning involves analyzing and predicting the number of employees you need to achieve your business goals in the short and long term.

Financial Planning and Analysis (FP&A) 52

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

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. Konold managed this surge and the subsequent market normalization.

Strategic Planning 52

Strategic Planning Leadership CFO Planning 52

VCFO

MAY 30, 2024

Its figurative meaning is to plan and prepare appropriately before acting. The literal meaning emphasizes accuracy to maximize efficiency and effectiveness, while the figurative can be translated as failing to plan is planning to fail. Both meanings hold absolutely important applications for business.

Strategic Planning 91

Strategic Planning Planning Benchmarking Leadership 91

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

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

CFO Simplified

JULY 22, 2022

Arrange for a meeting to discuss your plans and your concerns, and tell them the kind of help you need. Planning will pay off handsomely. BUSINESS PLAN. The pandemic changed plans for nearly every business. The pandemic changed plans for nearly every business. Update your strategic plan.

Cash Flow Forecasting 96

Cash Flow Forecasting Strategic Planning CFO Planning 96

E78 Partners

NOVEMBER 16, 2023

The impact of artificial intelligence (AI) on private equity firms and middle-market companies is multifaceted and gaining momentum. Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. Learn more below.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

CFO Plans

OCTOBER 21, 2024

Start mastering your debt management today with expert insights from CFO Plans. This priority helped them free up cash flow, which they invested in marketing campaigns to drive growth. This diversification not only increased their income but also provided a buffer against market fluctuations, enhancing their financial stability.

CFO 52

CFO Profit and Loss Startups Prioritization 52

Spreadym

MARCH 12, 2023

Categorization is important because it helps company define items for planning and budgeting more easily. Most of companies for their strategic planning or long-term budgeting don’t need very detailed structure of the assortment of goods. It’s rather then enough to aggregate it on more general level.

Budgeting 52

Budgeting Technology Planning Strategic Planning 52

Jedox Finance

AUGUST 5, 2021

Whether strategic, operational, or tactical – most companies manage their sales planning with self-developed tools that have been adapted. Cloud-based platforms or integrated, automated solutions provide valuable strategic insight in tandem with conventional CRM systems. Strategic sales planning as a foundation.

Sales 52

Sales Planning Strategic Planning Marketing 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. 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

Centage

OCTOBER 11, 2022

Workforce planning is important to meeting your organization’s strategic vision, but it’s something that many consider a kind of fortune telling. In reality, it’s more science than art, and should be a critical component of management’s operational planning – especially during uncertain times. Understanding Workforce Planning.

Financial Planning and Analysis (FP&A) 52

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

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. Middle-market and small businesses have found their costs rising and production limited by shortages of raw materials and supplies. Being Strategic Versus Tactical.

Planning 98

Planning CFO Economics Restructuring 98

VCFO

NOVEMBER 18, 2021

Merger & Acquisition Integration Plans. What is a Merger & Acquisition Integration Plan? Before the transaction documents are executed, having a post-merger M&A Integration Plan in place is imperative to define the steps, activities, and responsibilities of all parties. Key Elements of an Integration Plan.

Mergers and Acquisitions (M&A) 54

Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

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