CFO Share

FEBRUARY 15, 2024

I recently met up with an old friend and entrepreneur who asked me for “CFO strategic planning help.” We’ve been stuck posting losses for 12 months, so I’m reorganizing the business,” Manny told me. “My Schemes that require growth to achieve profitability are risky. Is his business struggling? So I should fire them?” “No!”

CFO 52

CFO Strategic Planning Profit and Loss Numbers 52

PYMNTS

NOVEMBER 16, 2020

We’ve noted that the stage has been set for M&A to ramp up, due in part to lower corporate taxes, which gives firms higher profits, which in turn gives them more money to both extend loans (building up customer bases) and have money in hand to pursue deals. PNC sold its stake in Blackrock for $15 billion, adding to its dealmaking ability.

Mergers and Acquisitions (M&A) 75

Mergers and Acquisitions (M&A) Banking Profit and Loss Strategic Planning 75

CFO Simplified

JUNE 1, 2023

Most business owners get financial reports monthly: Profit and Loss, Balance Sheet, Statement of Cash Flows. How you use the information you get to go forward and drive profitability. How you use the information you get to go forward and drive profitability. More profitably. What IS your plan for profitability?

Cash Flow Forecasting 52

Cash Flow Forecasting Profit and Loss Strategic Planning CFO 52

CFO Simplified

FEBRUARY 17, 2022

But understanding your company’s profitability is critical to making the right decisions. Plus, internal statements showed wild swings in profitability, which meant that until year-end, the owners were never able to truly understand whether they were making money or not. There is a lot of money to be made selling online.

Accounting 52

Accounting Retail Profit and Loss Cash Flow Forecasting 52

CFO Plans

OCTOBER 21, 2024

Here, we share seven strategic tips to help entrepreneurs master debt management, paving the way for sustainable growth and business stability. Conduct a detailed profit and loss analysis to uncover the types and amounts of debt your business holds.

CFO 52

CFO Profit and Loss Startups Prioritization 52

The Finance Weekly

MARCH 25, 2024

The CFO's job is to decipher various departmental forecasts to create profit projections for the CEO and shareholders. It's like looking at the gain or loss you make from an investment compared to what you spent. Internal factors cover sales trends, labor costs, raw material prices, and more.

CFO 97

CFO Finance Forecasting GAAP 97

The Charity CFO

FEBRUARY 27, 2024

Budget tracking is the process of monitoring your nonprofit’s income and expenses to ensure they stay within your planned budget. Effective budget tracking is essential to financial transparency, efficient resource allocation, and strategic planning for your nonprofit.

Nonprofit 52

Nonprofit Budgeting Profit and Loss CFO 52

CFO Simplified

FEBRUARY 17, 2022

The company was profitable, but after some moves to expand the business, they were worried about depleting their cash reserves and using up their line of credit with the bank—which would put a halt to further expansion plans. The company opened an eBay store and turned the trade-in losses into a new profit center.

Profit and Loss 52

Profit and Loss Cash Flow Forecasting CFO Financial Reporting 52

CFO Leadership

JANUARY 25, 2024

BUSINESS PLANNING AND ANALYSIS Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Risk Management 52

VCFO

MARCH 17, 2023

That’s because inventory is a key driver of several profit & loss (P&L) statement components, from revenue all the way down to net profit. The importance of effective inventory management in manufacturing is difficult to overstate.

Manufacturing 70

Manufacturing Forecasting Profit and Loss Benchmarking 70

CFO Share

APRIL 1, 2024

Yet, hesitation shadows your resolve, fueled by fears of wasted money, loss of control, and dependency on a seemingly detached contractor. You begin by reminding them you studied finance when you got your MBA, then go into the stalled growth and shrinking profit margins as of late. First, the profit starts to return bit-by-bit.

CFO 52

CFO Profit and Loss Forecasting Financial Analysis 52

CFO Leadership

JANUARY 5, 2024

Business planning and analysis Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

CFO Simplified

MAY 14, 2024

This requires more management because the risk of loss is greater, and the loss is instantaneous, and irrecoverable. KPIs: • Shrinkage Rate: Measures the loss of inventory due to spoilage, theft, or damage. Only then, can you truly make changes today that affect profitability tomorrow.

Profit and Loss 52

Profit and Loss Pharmaceutical Manufacturing Vendor Management 52

CFO Thought Leader

APRIL 7, 2024

Based on Planning Ace Jeff Woolard’s comments, here are five key themes highlighted: Cross-Functional Impact of Finance: 1.Woolard This perspective enables finance to have a significant impact beyond traditional financial roles, extending into product development and strategic planning.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss CFO Leadership 52

PYMNTS

AUGUST 25, 2016

According to researchers, nearly half of the businesses surveyed (46 percent) said they have implemented a strategic working capital optimization plan. But that means more than half haven’t — whether a plan is in the works or is developed but not yet implemented.

Cash Management 40

Cash Management Manufacturing Accounts Payable Profit and Loss 40

Jedox Finance

JULY 11, 2023

1 These pros and cons are enough to motivate the C-suite to expedite their ESG efforts, starting with determining the department responsible for ESG planning and reporting. Using a centralized platform combines plans and makes them available to all teams responsible for ESG and other functional groups.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Compliance 52

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? You know, we’ve had been lucky, it’s been very profitable year after year.

Leadership 111

Leadership Investments Profit and Loss Technology 111

CFO Talks

DECEMBER 26, 2021

The stakes are very high because you can lose your funding and investments and that means losses of jobs, losses of expansion of new branches or factories. If you don’t understand, for example, how the factory works, how the supply chain works, where exactly are there losses, what is causing delays, what is increasing costs.

CFO 40

CFO Profit and Loss Finance Accounting 40

Barry Ritholtz

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. So the actual source of profitability in that trade is not the level of the vix, but the shape of the vol surface. 00:04:02 That’s what value add software was originally. This was a giant win.

Concentration 69

Concentration Valuation Marketing Investments 69