Fpanda Club

JANUARY 23, 2025

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Yet, many organizations exclude FP&A from these discussions, leaving marketing or sales teams to make decisions without a detailed financial perspective.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

CFO Thought Leader

DECEMBER 3, 2024

His career journey, spanning roles in pricing and market dynamics to strategic planning at BlackRock, shaped his approach to finance leadership. This means focusing on sustainable growth rather than chasing trends or reacting to market volatility.” Nagy: I was very excited to join SalesLoft about a quarter ago.

CFO 52

CFO Strategic Planning Prioritization Leadership 52

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

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. The market isn’t static. Staying current with market trends, customer feedback, and industry developments will allow you to proactively adjust business strategies on an ongoing basis.As

Strategic Planning 52

Strategic Planning Planning Leadership CFO 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

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.

Marketing 98

Marketing Benchmarking Analyzing Data Strategic Planning 98

Global Finance

MARCH 21, 2025

Theres a real premium on industrial activity being onshore in ones own domestic market. Thirdly, is a shift to economic competition. No longer is it just about near shoring, or friend shoring. Clearly thats front and center of any CFOs agenda.

CFO 71

CFO Risk Management Finance Strategic Planning 71

CFO Plans

DECEMBER 29, 2024

Embrace Strategic Financial Planning Effective Financial Planning for Businesses goes beyond balancing the books. These tools enable business owners to anticipate market shifts and adapt proactively. In 2025, let’s redefine the narrative from merely breaking even to scaling strategically.

Strategic Planning 52

Strategic Planning CFO Concentration Manufacturing 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

E78 Partners

NOVEMBER 15, 2024

Optimizing operational processes in today’s competitive market can significantly impact profitability and long-term growth. This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CFO Plans

FEBRUARY 9, 2025

Innovative Strategies for Seasonal Businesses Embracing strategies that enhance financial resilience in seasonal markets can be a game-changer. By fine-tuning their staffing and inventory based on these insights, they optimize operations and explore new markets, such as hosting virtual wine tastings, to maximize off-season profits.

Budgeting 52

Budgeting CFO Planning Strategic Planning 52

Global Finance

DECEMBER 6, 2024

Despite these challenges, our overall outlook remains optimistic, with a strong economy providing a solid foundation for global markets. Heightened geopolitical tensions and policy shifts, such as those related to the US election and Chinas economic policies, are increasing market volatility and uncertainty. Frame: Its crucial.

Banking 52

Banking Communication Strategic Planning Leverage 52

CFO Thought Leader

JANUARY 5, 2025

If youre curious about how CFOs balance short-term needs with strategic planning, tune in to hear Johnsons perspective. In this Mentoring Round video, Johnson shares lessons learned from building finance functions capable of adapting to rapid change.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

CFO Talks

NOVEMBER 21, 2024

CFOs are often tasked with navigating financial risks, whether due to market fluctuations or operational challenges. If you could have any superpower to help you in your job, what would it be? If I could have any superpower to help in my job, it would be the ability to predict market trends with absolute accuracy.

CFO 98

CFO Leadership Communication Problem Solving 98

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 aligning their financial strategies with their business growth metrics, they achieved remarkable success in expanding their market share.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Simplified

JULY 22, 2022

A business plan isn’t something that you just create when you start a company, it’s a strategic plan for how you’re going to manage and grow over the next two, five, and 10 years. The pandemic changed plans for nearly every business. Update your strategic plan. Do You Need a Part-Time CFO?

Cash Flow Forecasting 96

Cash Flow Forecasting Strategic Planning CFO Planning 96

The Finance Weekly

FEBRUARY 22, 2025

Key Features of Workday Adaptive Planning 1) Financial Planning Workday Adaptive Planning provides advanced financial tools to streamline forecasting, budgeting, and strategic planning. Scenario Planning - Utilize AI-powered "what-if" modeling to assess financial outcomes and optimize strategies.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

FEBRUARY 1, 2023

The retailer could see upside to expected profit in 2024 and 2025 as its strategic plan takes shape, according to the firm. However, Brinker management said on its investor call that its restaurants may have lost some market share of customer traffic during the quarter. Scotts Miracle-Gro — Shares gained 11.5%

Profit and Loss 130

Profit and Loss Strategic Planning Budgeting Manufacturing 130

CFO Plans

DECEMBER 23, 2024

Optimize Your Budget with Strategic Planning from CFO experts. This tool allows real-time tracking of key performance indicators, facilitating swift adjustments to financial strategies as market conditions change.

Startups 52

Startups Planning CFO Budgeting 52

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 Simplified

AUGUST 22, 2022

By this time, you are well on the road to executing your strategic plan for this year. This strategic plan includes evaluating your client relationships: Do they fit into your business model? Your bank has been purchased by or has purchased other mid-sized banks in your market. Are they time-consuming?

Banking 98

Banking Strategic Planning CFO Treasury 98

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

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 Simplified

JANUARY 23, 2025

Use these insights to project your financial performance based on your strategic plan. UPDATE YOUR BUSINESS PLAN FOR THE NEW YEAR Evaluate how your business has changed A business plan isnt just for startupsits a living document that guides your operations and growth.

Cash Flow Forecasting 52

Cash Flow Forecasting Communication Budgeting Forecasting 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

PYMNTS

AUGUST 5, 2020

“For us, the revolution starts with the market,” said Co-founder and CEO Joshua Silberstein. The market is fundamentally changing, and as the market changes, so do the sources of competitive advantage. We do a complete marketing overhaul,” Silberstein explained. “We

Valuation 134

Valuation Strategic Planning eCommerce Compliance 134

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. The university trains approximately 14,000 learners annually, focusing on executive education for C-suite professionals.

Accounting 64

Accounting Education CFO Finance 64

CFO Talks

NOVEMBER 29, 2024

Additionally, we implemented a materials requirement planning system to better manage raw materials and inventory. On the market-facing side, we introduced new, more affordable product packages to capture additional market share and worked closely with Coca-Cola Atlanta on aggressive marketing campaigns.

Finance 98

Finance Profit and Loss CFO Leadership 98

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? CEOs and owners aren’t immune to this in their businesses either.

Strategic Planning 91

Strategic Planning Planning Benchmarking Leadership 91

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

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

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 98

Strategic Planning Sales Planning Budgeting 98

Accountancy Today

JULY 28, 2023

The team, which was led by Ian Milne and supported by managers Karris Giani and Brad Gayler, tested the debt market and gained interest from a number of debt funders as well as rolling the existing lender, Santander, into a Super Senior credit facility.

Corporate Finance 98

Corporate Finance Finance Strategic Planning Planning 98

Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. Why market capitalization might not be the most accurate way to value the cryptocurrency market.

Benchmarking 98

Benchmarking Strategic Planning Planning Numbers 98

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

CFO Plans

FEBRUARY 23, 2025

By clearly outlining their growth metrics and strategic plans, TechStart was able to attract significant investor interest, serving as a testament to the power of effective financial reporting. The post Understanding What Investors Really Look for in Your Financial Reports appeared first on CFO PLANS | Blog.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

PYMNTS

MAY 31, 2019

As part of its strategic plan, investment firm Goldman Sachs aims to win the business of more mid-sized companies. It also plans to spend $4 billion technology this year per John Waldron, the bank’s president, who made the remarks at a Bernstein conference in New York, the Financial Times reported.

Strategic Planning 72

Strategic Planning Cash Management Planning Investments 72