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

Future CFO

OCTOBER 18, 2022

Traditional FP&A processes provide a structured approach to budgeting, planning, forecasting, and reporting so that the finance team can deliver analysis that helps senior executives understand the financial impact of their decisions.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

OCTOBER 13, 2021

The development of , FP&A solutions (particularly, innovations such as financial software) in recent years has empowered many organizations to both better understand and significantly improve their performance. Compliance: Abide by laws regarding environmental regulations, financial reporting, etc.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Let’s examine how an outsourced, fractional CFO can improve FP&A: Improving Data. .” – Lao Tzu.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

The Finance Weekly

JANUARY 31, 2022

Effective practices in this indispensable aspect of business can be defined by 4 categories; personal leadership, technological leadership, operational understanding, financial competency and strategic capacity. 5 Leadership Competencies for CFOs 1. 5 Leadership Competencies for CFOs 1. Personal leadership (incl.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

SEPTEMBER 14, 2020

Unlike a typical financial downturn, the impact of COVID-19 pandemic has been far more difficult to predict. The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

The Finance Weekly

APRIL 12, 2022

For many accounting and finance professionals, being a chief financial officer (CFO) is a career highlight. Nevertheless, the best way to learn the responsibilities and skills required of a CFO is to perform it. Consider the CFO's role as a mixture of problem-solving and business management.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

APRIL 26, 2023

Be it the geopolitical tension in many parts of the world, the prevailing volatility of energy prices, or the looming crisis that is climate change , there is no rest for the CFO when it comes to navigating the challenges, man-made or otherwise. By being more risk aware, the CFO can assess scenarios relevant to the firm's business strategy.

CFO 98

CFO Financial Planning and Analysis (FP&A) Risk Management Budgeting 98

Future CFO

MAY 27, 2024

According to a talent survey by the Association of Chartered Certified Accountants (ACCA), a strong diversity and inclusion culture is a critical factor in deciding to work at an organisation. My experience has been that the finance and accounting function has become quite equitable.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Leadership Communication 98

Future CFO

JULY 15, 2020

Nowhere is this more evident than in the role of financial planning and analysis (FP&A), often considered the “eyes and ears” of a company. Nowhere is this more evident than in the role of financial planning and analysis (FP&A), often considered the “eyes and ears” of a company.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Education Finance Manufacturing 52

The Finance Weekly

DECEMBER 22, 2022

The humble spreadsheet remains an essential, if not critical, component of many financial operations. Therefore, while we won't pay attention to what is or isn't happening to Excel (or Google Sheets), we can predict some CFO tech trends in 2023. But that’s not the only thing that’s driving tech investment for CFOs in 2023.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

Planful

MARCH 18, 2019

The FP&A team is numbers-oriented, but also requires a great deal of communication skills. The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. FP&A teams can do so by leveraging these four essential types of financial reports techniques.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Budgeting 40

The Finance Weekly

NOVEMBER 20, 2022

CFOs are no longer turning to the same old sources of inspiration when looking for quick solutions to workplace challenges. Finance directors in the past may have been persuaded to purchase software by clever advertising efforts or information they acquired at a CFO conference on the other side of the globe.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Prioritization 52

Collectiv

JANUARY 2, 2023

With technology evolving at a rapid pace and many teams adjusting to a permanent remote or hybrid work model, this is the time to take stock of your progress and plan the next steps. There are so many amazing opportunities that CFOs can take advantage of in 2023, as well as new challenges to be prepared for. Continued Remote Work.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) CFO Finance Leadership 59

Collectiv

FEBRUARY 6, 2023

In the latest episode of Collectiv Conversations, I chatted with Stephen Newland about the future of financial planning and analysis and how we can improve the forecasting and budgeting process. Stephen is the director of FP&A at GrowthLab Financial , which offers finance-as-a-service for growing businesses.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

SEPTEMBER 21, 2023

However, as finance professionals, particularly those in the financial planning and analysis (FP&A) function, require more sophisticated analytical capabilities, Gartner says these teams will likely rethink their continued use of spreadsheets at least for use cases such as dashboard creation, reporting and modelling.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Planning Technology 98

Future CFO

JANUARY 27, 2022

CFOs must account for inflation-related uncertainties in annual budget and guidance for investors, said Gartner recently. CFOs will need to account for the higher level of uncertainty as they set budgets that drive investment, compensation and annual guidance shared with investors,” Keenan advised.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

AUGUST 30, 2021

What makes for a sought-after chief finance professional (CFO)? According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Problem Solving 52

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. AI is a tool and not a replacement for finance professionals.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

The Finance Weekly

MARCH 13, 2022

So, why are VCs investing in the office of the CFO? Venture Funding Hits High In Finance DataRails , DataRails , the financial planning and analysis (FP&A) platform for Excel users, announced early March 2022 that it has raised $50M in Series B funding. Because Finance forms the backbone of any business.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Investments CFO Accounts Payable 52

Future CFO

NOVEMBER 15, 2023

When these disconnected versions are later combined or compared, discrepancies can arise due to outdated information, formatting inconsistencies, or human errors during manual data entry,” said Ervina Waty , group chief financial officer at Ateria. Spreadsheet use remains a staple of many business functions. And why not?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. That’s why the role of the finance leader in understanding the financial impact of operational choices—before they’re made—is absolutely essential. Let’s dive in.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Forecasting 52

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. That’s why the role of the finance leader in understanding the financial impact of operational choices—before they’re made—is absolutely essential. Let’s dive in.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Forecasting 52

The Finance Weekly

APRIL 27, 2022

Wall Street anticipates growth, the C-suite expects annual plans to be accomplished, and owners expect a return on their investment, especially those who have potentially risked their life savings. Chief financial officers, known for exhibiting strong professional ethics, need to lead in navigating this difficult period.

Leadership 52

Leadership Financial Planning and Analysis (FP&A) Communication Reconciliations 52

CFO Talks

NOVEMBER 21, 2022

. ‘ Cracking the code on business partnering ‘ Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

FEBRUARY 23, 2022

Alexander Bant , chief of research for CFOs at Gartner predicts that 2022 will be a make-or-break year for CFOs when it comes to unlocking the value of AI, hyperautomation, digital skills, continuous processes, and data management. But technology alone will not spell success or failure. Look back to see what’s ahead.

Leadership 98

Leadership Finance Financial Planning and Analysis (FP&A) CFO 98

Future CFO

AUGUST 13, 2023

Lim Swee Keng : Enterprise Planning and Budgeting Cloud-based solution, it provides a unified driver-based planning and budgeting solution. Financial plans and budgets can now be refreshed efficiently driven by changes to business plan assumptions or drivers. What one lesson stands out from your experience?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Budgeting Accounts Payable 98

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

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

Future CFO

DECEMBER 7, 2020

Editor’s note: For our Female Leadership in Finance Series, FutureCFO editor Teresa Leung recently had a chat with Sereen Teoh (pictured below), CFO at BIG Loyalty. Sereen Teoh, CFO, BIG Loyalty. And now I'm the CFO of BIG Loyalty, owned and managed by BIGLIFE Sdn. When did you start to become interested in finance?

CFO 52

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

Planful

OCTOBER 19, 2021

CFOs play a vital role in informing the board’s corporate governance. It’s the CFO’s responsibility to consider the best interests of both the organization and its stakeholders when evaluating the company’s finances. The person in this role should provide the board the financial knowledge needed to set the company’s larger strategy.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. What’s he about?

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Future CFO

MAY 26, 2020

Mike San Diego, chief financial officer for JK Finance Capital. Mike San Diego, chief financial officer for JK Finance Capital. Asked what keeps him awake at nights during these periods, Mike San Diego , chief financial officer for JK Finance Capital in the Philippines, said “scenario planning for business recovery”.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury Education 52

Future CFO

MARCH 13, 2023

Gartner surveys looking to 2022 show that CFOs, controllers and heads of financial planning and analysis (FP&A) are all focused on digital initiatives that will lay critical groundwork for an autonomous future. Stakeholders can utilise the data to assess business performance and plan," she added.

Finance 98

Finance Financial Planning and Analysis (FP&A) Leadership Pharmaceutical 98

Planful

JANUARY 11, 2022

Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. As technology crunches the growing volumes of data, soft skills like critical thinking, problem-solving, and communication will become crucial for Finance to succeed. #1

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Planful

JULY 1, 2015

A growing number of organizations are moving away from the annual budgeting process and finding better ways to plan and control their resources. They have successfully adopted rolling forecasts to create a continuous approach to planning and managing their resources. It now has two active communities in North America and Europe.

Budgeting 40

Budgeting Financial Planning and Analysis (FP&A) Forecasting Value-Added Analysis 40

Planful

MARCH 15, 2016

The New Jersey Chapter of the CFO Leadership Council held a panel discussion on “Attracting and Retaining Top Talent.” The panelist expressed concern that the CFO needs to balance creating an organizational culture that is both attractive to Millennials and one that is not offensive to older staff members.

Finance 40

Finance Financial Planning and Analysis (FP&A) CFO Value-Added Analysis 40

CFO Leadership

SEPTEMBER 28, 2021

WE ARE PROUD TO ALIGN WITH ORACLE NETSUITE AS A NATIONAL SPONSOR OF THE CFO LEADERSHIP COUNCIL. That’s because the last data points were taken from a survey intended primarily for CFOs, with a smaller set of response data from others on how they felt about the job their CFOs were doing. Six Quarters of Spending Expectation Data.

Finance 93

Finance Financial Planning and Analysis (FP&A) Leadership CFO 93