CFO Dive

NOVEMBER 14, 2022

In today’s uncertain economy, strategic planning and analysis is more important — and difficult — than ever. CFOs need to set priorities to get the most out of their FP&A teams.

Planning 301

Planning Strategic Planning CFO 301

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. All business leaders make assumptions in order to develop strategies and plan for future circumstances. Then you can adjust your policies as needed.

Strategic Planning 98

Strategic Planning Planning Cash Flow Forecasting Forecasting 98

Boston Startup CFO

APRIL 12, 2024

Headcount & Organizational Budgeting We can work closely with your management teams to analyze your workforce requirements, evaluate labor costs, and align your organizational budget with your strategic goals, ensuring optimal staffing levels and cost-efficiency, ultimately helping you achieve a balanced and sustainable financial plan for your (..)

Strategic Planning 40

Strategic Planning Planning Budgeting Prioritization 40

Cube Software

DECEMBER 30, 2022

Strategic planning is a critical component of any successful organization. It drives decision-making, helps maximize profit, and provides the basis for long-term financial health.

Strategic Planning 52

Strategic Planning Planning 52

Anaplan

FEBRUARY 4, 2022

Today, CEOs and their boards are under continual pressure to squeeze incremental profit from their existing business and routinely hit the quarterly earnings figures they promised to the market, knowing that if they repeatedly fail they will soon be shown the exit.

Strategic Planning 98

Strategic Planning Planning Marketing Finance 98

CFO Simplified

DECEMBER 10, 2021

As the end of the fiscal year comes into focus, it’s time to put together plans for the upcoming year. If you’ve put together annual strategic, operational, and financial plans previously, terrific. Most successful companies have an annual planning process to put together specific plans and goals for the upcoming year.

Strategic Planning 52

Strategic Planning Budgeting Planning Financial Modeling 52

Planful

JUNE 17, 2021

But not every CFO thrives in the strategic planning side of their role. The post Strategic Planning Components for CFOs to Keep Top-of-Mind appeared first on Planful. KPMG found that “30% of CEOs say their CFOs don’t understand and assist with the challenges that they face within the organization.”

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Future CFO

OCTOBER 3, 2021

Serving as the guidepost for the whole organisation, the strategic plan helps clarify your organisation’s direction, purpose, and goals, and provides a platform to communicate with all key stakeholders. The post Building resilience & value in uncertain times: Why is strategic planning essential?

Strategic Planning 40

Strategic Planning Planning Communication CFO 40

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. All business leaders make assumptions in order to develop strategies and plan for future circumstances. Then you can adjust your policies as needed.

Strategic Planning 52

Strategic Planning Planning Cash Flow Forecasting Forecasting 52

Cube Software

SEPTEMBER 18, 2023

What once focused primarily on budgeting , forecasting , and variance analysis has evolved into a more strategic and influential role within the business. The evolution of FP&A Over the past few decades, FP&A has witnessed a transformative shift.

Strategic Planning 52

Strategic Planning Planning Budgeting Forecasting 52

CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. And it was a recognition that, you know, the media landscape was changing so much social media was impacting every part of our business, for the good and the bad.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

Planful

JUNE 17, 2021

But not every CFO thrives in the strategic planning side of their role. Many finance leaders confuse financial planning with strategic planning. But when it comes to strategic planning components, CFOs shouldn’t be in a pure finance mindset. Strategic Planning Component #1: Revenue.

Strategic Planning 40

Strategic Planning Financial Planning and Analysis (FP&A) Planning CFO 40

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

Cube Software

MARCH 20, 2023

It's no secret that FP&A likes planning.

Strategic Planning 52

Strategic Planning Planning 52

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. This proactive approach is vital for strategic planning and long-term success.

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

CFO Selections

MARCH 4, 2024

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. For decision trees with complicated calculations, a software program can assign values and probabilities to streamline decision-making.

Planning 86

Planning Data Analysis Strategic Planning Forecasting 86

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. —– How much can your business benefit from proactive planning and improved capital structure?

Planning 81

Planning Concentration Strategic Planning Securities 81

CFO Dive

SEPTEMBER 20, 2022

Financial executives said controllers are not fully equipped to take on a bigger role in strategic planning, according to a survey by Deloitte and the Institute of Management Accountants.

Strategic Planning 291

Strategic Planning Accounting Planning 291

Centage

OCTOBER 9, 2023

Most companies don’t plan to stay the same or do the same thing forever. Planning is the first step towards achieving growth for any organization, and budgeting is the ongoing process to manage this growth. Planning and budgeting alignment ensures you have what you need to wisely allocate funds for growth.

Budgeting 52

Budgeting Planning Strategic Planning Communication 52

Cube Software

DECEMBER 3, 2023

Understanding Planful: strengths and limitations Planful is a provider of cloud-based financial planning software that allows FP&A teams to analyze their financial data and create more insightful forecasts and reports.

Planning 52

Planning Strategic Planning Forecasting Financial Data 52

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. Without constraints, planning becomes unrealistic and wasteful.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Strategic Planning CFO Education 52

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

PYMNTS

AUGUST 21, 2017

From a practical standpoint, companies have got to do their contingency planning, but in the expectation that things are going to be business as usual in reality over the next potentially five years,” said Paul Watters, S&P Global Ratings head of corporate research, at an event earlier this year. offices as a result of Brexit.

Strategic Planning 40

Strategic Planning Planning CFO Banking 40

Navigator SAP

MARCH 15, 2024

ERP also handles the other areas of a food and beverage business, including financial management, human resources and strategic planning. But those functions of ERP will be left for a different article.

Manufacturing 236

Manufacturing Strategic Planning Planning 236

CFO Simplified

MARCH 27, 2022

This, however, does not necessarily mean that strategic planning is off the table. A proactive way for business owners to mitigate their risk is through contingency planning. So, what is contingency planning, and what is a CFO’s role in creating this strategy? What is Contingency Planning? The benefit?

CFO 98

CFO Planning Risk Management Prioritization 98

CFO News

JUNE 20, 2024

In a recent interview with ET CFO, Pradeep, the Chief Financial Officer of Stanley Lifestyles Group, shared insights about the company's upcoming IPO, strategic plans, and financial health.

CFO 40

CFO Planning Strategic Planning 40

CFO Simplified

DECEMBER 10, 2021

Those not wanting to sound clichéd change the way they state it, but the overarching message is that if there is no plan, there is no goal to meet, so it’s unlikely that you or your team know if the goal was reached. Planning over the past couple of years has been challenging at the very least. appeared first on CFO Simplified.

Planning 52

Planning Strategic Planning Prioritization Economics 52

Lime Light

JUNE 12, 2023

However, when your skilled FP&A team members spend hours gathering and formatting static spreadsheets, that’s less time being spent on analyzing results, developing what-if-scenarios, and modeling strategic plans and forecasts. So how can Oracle NetSuite customers automate FP&A?

Financial Planning and Analysis (FP&A) 75

Financial Planning and Analysis (FP&A) Planning Strategic Planning Forecasting 75

Jedox Finance

JANUARY 12, 2022

The answer to these questions and more: a solid financial plan. What is the corporate financial planning process? What is the goal of corporate financial planning? The importance of financial planning for your company. Types of corporate financial planning. Steps in the financial planning process.

Planning 138

Planning Profit and Loss Sales Investments 138

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

VCFO

NOVEMBER 1, 2023

Although this time of year comes with many tactical tasks, it is important to incorporate careful planning, strategic thinking, and a sharp focus on both operational efficiency and long-term organizational success as plans are made for the coming year. If planning for the upcoming year has not started, you are a bit behind.

Strategic Planning 73

Strategic Planning Leadership Compliance Planning 73

Future CFO

JULY 3, 2022

A comprehensive plan—with goals, initiatives, and budgets–is comforting. But starting with a plan is a terrible way to make strategy. The post A plan is not a strategy appeared first on FutureCFO.

Planning 52

Planning Strategic Planning Budgeting 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. Learn how to do it right.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 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 93

Planning Strategic Planning Securities Numbers 93

Cube Software

OCTOBER 8, 2024

What is a financial plan? A financial plan maps out your business’s current situation and future goals. It’s a living document that usually projects income, expenses, assets, and debts within the context of a broader business plan.

Planning 52

Planning Strategic Planning 52

CFO News

JULY 2, 2024

CFO Aneel Gambhir shared his strategic plans with ETCFO. DTDC Express aims for high double-digit growth in FY25 with Rs 150 crore investments in infrastructure and technology. He also called for government support to boost the logistics sector.

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CFO Investments Strategic Planning Planning 40