CFO Plans

FEBRUARY 9, 2025

Learn How to Maintain Financial Resilience even when guest numbers dwindle. Financial Impact of Seasonal Slowdowns and Strategic Planning Seasonal slowdowns can hit a business’s bottom line hard, but with smart planning, their effects can be softened.

Budgeting 52

Budgeting CFO Planning Strategic Planning 52

Nerd's Eye View

SEPTEMBER 2, 2022

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Benchmarking 98

Benchmarking Strategic Planning Planning Numbers 98

CFO Talks

NOVEMBER 12, 2024

From strategic leadership lessons to tips for aspiring CFOs, join us as we delve into the story of a finance professional who is not only driven by numbers but also by a passion for growth, mentoring, and global expansion. Fascination with numbers and financial markets. How do you balance your personal and professional life?

CFO 52

CFO Corporate Finance Auditing Leadership 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

Cube Software

JULY 18, 2023

Learn how CFOs are making the transition from number-crunchers to strategic leaders.

Numbers 52

Numbers CFO Strategic Planning Planning 52

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

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 Plans

FEBRUARY 23, 2025

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

CFO Simplified

DECEMBER 6, 2024

Not only was a massive number of staff needed to open and categorize each request, but tracking the delivery addresses was an ongoing nightmare. Strategically, plans need to be made to keep current with technology and the often-unrealistic expectations of the consumer.

Manufacturing 52

Manufacturing Concentration CFO Strategic Planning 52

Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Strategic Planning 98

Strategic Planning Construction Practice Management Communication 98

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

Real-time visibility is a game-changer for family offices, and one that is fueling better strategic planning for wealth management. Contact us to unlock even more possibilities with the number-one accounting software. The post The Real-Time Visibility of Sage Intacct Opens New Doors for Your Family Office appeared first on.

Risk Analysis 113

Risk Analysis Strategic Planning Investments Risk Management 113

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

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

Nerd's Eye View

NOVEMBER 17, 2022

This can emerge as procrastination, overanalysis, or becoming occupied with any number of tasks that they feel are necessary to complete first (such as ensuring every minute detail has been thoroughly examined and vetted) before taking any steps toward executing the actual idea being considered.

Strategic Planning 98

Strategic Planning Planning Communication Numbers 98

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Planning 98

Planning Strategic Planning Securities Numbers 98

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

PYMNTS

DECEMBER 2, 2020

Knowing the unique constraints the industry is facing this peak season, we worked with our carriers early on to collectively build a strategic plan of execution.”. FedEx dealt with the demand by limiting the number of packages any single outlet could ship.

Retail 80

Retail Strategic Planning eCommerce Sales 80

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

MAY 15, 2022

Strategic planning. A business owner growing microgreens for local restaurants was proud of how he had grown his business and was planning on making an investment in additional equipment to grow more microgreens. A part-time CFO can give advice on things such as: The structure of your business financially. Business analytics.

CFO 97

CFO Strategic Planning Business Analytics Manufacturing 97

CFO Simplified

APRIL 3, 2022

The difficulty was that they faced a number of problems. Lastly, have a strategic plan going forward and know how your business functions. Moving forward, plan on making small steps if your child wants to make changes in how the business is operating. Interested in learning more about succession planning?

CFO 98

CFO Planning Strategic Planning Sales 98

CFO Talks

NOVEMBER 11, 2024

Guided by influential mentors, Thobile recognized that finance goes beyond numbers—it impacts decision-making that drives business and individual success. I always loved working with numbers, and mathematics was one of my favorite subjects. What sparked your interest in finance? Seek out diverse experiences within your organization.

CFO 52

CFO Leadership Problem Solving Communication 52

BlueLight

MAY 1, 2020

The CFO is focused on company-level strategic planning and building a relationship with investors. Financial planning & analysis is a corporation function that uses financial information to make forward-looking recommendations, evolving from a number cruncher to a strategic partner. Let’s get into the details.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 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

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

CFO Share

FEBRUARY 15, 2024

I recently met up with an old friend and entrepreneur who asked me for “CFO strategic planning help.” He was reciting numbers and units but couldn’t assemble them into an answer for my question. A CFO’s job is calculating numbers into just such a framework, then building narratives. Is his business struggling?

CFO 52

CFO Strategic Planning Profit and Loss Numbers 52

Nerd's Eye View

MARCH 28, 2023

In this episode, we talk in-depth about how, through a series of Google Sheets, Erica helps advisory firms begin to track each of the steps in their marketing funnel, analyze how successful those steps are in turning a lead into client, and develop strategies to help improve those metrics, why Erica focuses on 5 key marketing metrics of stick rate, (..)

Marketing 98

Marketing Benchmarking Analyzing Data Strategic Planning 98

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. This isn't just a hypothetical situation; it's a reality that businesses of all sizes face in today's increasingly digital world.

Investments 52

Investments Profit and Loss Securities Risk Management 52

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

Centage

APRIL 24, 2023

You’ll be able to free up Finance staff from repetitive, manual tasks so they can focus on strategic planning to lead your organization’s growth and success, while always maintaining accurate and compliant data. Accelerate your budgeting cycles and minimize the risk of data errors. Track and control costs.

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

APRIL 18, 2022

To become better business partners FP&A practitioners should be creative, but it is not an easy task with a financial mindset traditionally focused on numbers, correct calculations and cause-and-effect relationship.

Financial Planning and Analysis (FP&A) 130

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

VCFO

NOVEMBER 17, 2021

With more than 25 years of financial and management experience, he will now be mentoring and empowering our team of finance and HR consultants, spearheading our quality program, and driving strategic growth in the area.

Valuation 52

Valuation Strategic Planning CFO Finance 52

PYMNTS

DECEMBER 19, 2020

Meanwhile, getting together with friends and family for holiday visits has been something health officials have been cautioning against since September, as COVID-19 case numbers consistently tick up. Thanks to the pandemic, the shopping season started in October before Halloween decorations were down, while Black Friday was a bust in stores.

Strategic Planning 122

Strategic Planning Construction eCommerce Numbers 122

Accountancy Today

FEBRUARY 13, 2024

Fewer than one in 10 UK businesses have succession planning fully integrated into their strategy, despite 30% of companies demonstrating a widespread recognition of its importance, according to new research from Azets. However, just 9% of businesses have succession plans fully integrated, while 6% have given it no thought at all.

Planning 52

Planning Strategic Planning Corporate Finance Economics 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.

Strategic Planning 52

Strategic Planning Leadership CFO Planning 52

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

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. A broad overview of the roles and responsibilities of a CFO include: . Evaluate the company’s past financial performance.

CFO 52

CFO Strategic Planning Communication Forecasting 52