CFO Thought Leader

JUNE 12, 2025

During a high-pressure period at Visa following a restatement, Rene Ho shifted forecasting away from false precision. He required teams to present scenario ranges with clear reasoning, holding them accountable for understanding—not just outcomes.

SAP 52

SAP Forecasting CFO Credit Risk 52

Jedox Finance

MARCH 17, 2022

Although it is nearly impossible to predict the future, forecasting future market development and customer needs is an essential component of corporate strategy and planning. Predictive forecasting can help guide a company in growing more profitably and respond quickly to changes. What is Predictive Forecasting?

Forecasting 111

Forecasting Financial Planning and Analysis (FP&A) Budgeting Sales 111

Trade Credit & Liquidity Management

JUNE 2, 2025

In today’s competitive business environment, the credit department’s primary value lies in its ability to facilitate sales in alignment with company forecasts and objectives, not just to minimize risk, but to actively support growth. Attend Sales Meetings: Join regular sales meetings and encourage your team to participate.

Sales 52

Sales Prioritization Communication Problem Solving 52

Barry Ritholtz

NOVEMBER 25, 2022

It’s Black Friday and you know what that means: Lots of promotional sales and lots of holiday retail spending forecasts. As we have seen historically , holiday sales forecasts tend to be a reflection of people’s mood at the moment — not an actual measure of intended holiday spending. billion and $960.4

Forecasting 119

Forecasting Retail Sales Accounting 119

Global Finance

JANUARY 2, 2025

Baruch Lev is Philip Bardes professor emeritus of Accounting and Finance, Kaufman Management Center, Leonard N. Feng Gu is chair and professor of Accounting and Law at the School of Management, State University of New York at Buffalo. Lev: One important element of successful due diligence is to look at the accounting.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Centage

FEBRUARY 2, 2023

However, one of the most important planning tools for a business of any size is cash flow forecasting – and it’s especially important in times of uncertainty. Knowing the timing, amount and predictability of future cash flows with cash flow forecasting should be an essential component of the budgeting and planning process.

Cash Flow Forecasting 98

Cash Flow Forecasting Forecasting Financial Planning and Analysis (FP&A) Profit and Loss 98

Centage

JUNE 28, 2023

When it comes to automation, what’s particularly beneficial is the way technology can automate how financial data flows through models and forecasts, freeing financial teams from the manual labor of attempting to create forecasts via spreadsheets. Fortunately, automation allows for increased agility.

Forecasting 98

Forecasting Financial Planning and Analysis (FP&A) Cash Flow Forecasting Finance 98

Jedox Finance

JANUARY 13, 2023

These 12 sales trends serve as a roadmap for sales leaders looking to cultivate a more adaptable and integrated organization that evolves with today’s sophisticated buyers. Sales and marketing partnership. Enabling decisiveness through simplified forecasting. Table of Contents. Upskilling to build hybrid relationships.

Sales 98

Sales B2C Forecasting B2B 98

Centage

DECEMBER 1, 2021

But times have changed – which is why financial forecasting is more important than your annual budget. More than half (57%) are producing P&L forecasts more often than monthly. What’s the Financial Forecast Look Like? Financial forecasting is especially important when it comes to cash flow. Manage every dollar.

Forecasting 98

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

CFO Share

AUGUST 5, 2021

Your strategic business forecasting must include proper considerations for section 280E – this is essential to planning cash flow and avoiding catastrophic tax bills at year-end. Proper cannabis accounting must recognize these costs on regular financial statements to comply with 280E tax code. What is IRS section 280E?

Forecasting 96

Forecasting GAAP Profit and Loss Accounting Principles 96

Jedox Finance

JUNE 24, 2021

This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge. The evolution of marketing data.

Sales 116

Sales Marketing Planning Technology 116

Trade Credit & Liquidity Management

JUNE 2, 2025

” Key Highlights Unified Order-to-Cash Platform: Zuora Collections uniquely integrates billing, revenue, and collections data, providing a comprehensive view of payment behavior, account health, and commercial context. .”

Forecasting 52

Forecasting Prioritization Leverage Communication 52

PYMNTS

JUNE 24, 2020

While web users have harnessed eCommerce in numbers that haven’t been seen before amid the COVID-19 heath crisis, eMarketer forecasts the worldwide retail online shopping sales will slow down to a 16.5 The firm forecasts an overall $3.914 trillion in online shopping sales in 2020 per an announcement. percent in 2019.

Sales 94

Sales Forecasting eCommerce Retail 94

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. For example, you may use spreadsheets to plan your fiscal year or maintain your client sales list.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Global Finance

NOVEMBER 29, 2024

These are collection accounts specifically developed to collect various public taxes: The amount of the advance available is determined based on expected receipts, and enriched reporting data enables automatic reconciliation in public accounting systems. At the end of 2023, Belfius had more than 12,000 public sector clients.

Cash Management 98

Cash Management Treasury Reconciliations Banking 98

The Finance Weekly

FEBRUARY 23, 2025

This issue hampers forecasting accuracy, risk management, and resource allocation. Without accurate insights, businesses struggle with forecasting, risk management, and resource allocation. This leads to better budgeting, more reliable forecasting, and stronger financial stability. Use past data to predict future performance.

Financial Planning and Analysis (FP&A) 52

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

Centage

FEBRUARY 11, 2022

Your ability to provide expert guidance through your business budget and forecasting process will require you to have a deep understanding of your cash flow. A large majority of finance professionals (78%) predict that all future accounting methods can and will be automated. How much can a CEO rely on the numbers in the forecast?

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

DECEMBER 11, 2020

Manual accounts receivable (AR) processes are a headache for any administrative professional. In the accounting profession, manually having to determine the fiscal value of services provided, and creating physical documents to bill clients, is a significant use of valuable time that could otherwise be spent on driving revenue for the firm.

Accounting 89

Accounting Invoicing Accounting Firms Forecasting 89

Bramasol

MAY 23, 2024

Previous episodes in this Insights Series have explored the challenges created by new Digital Solutions Economy paradigms for billing, fulfillment, invoicing, revenue accounting, and compliance across a wide range of industries. Entitlement Management - Tracking and managing software licenses to ensure they are accounted for accurately.

Compliance 100

Compliance Accounting SAP Invoicing 100

Navigator SAP

MARCH 11, 2022

ERP solutions hold vast amounts of data from all of your business operations—ranging from accounting to manufacturing to human resources and beyond—in one central place. Your business profitability is hindered when you can’t accurately forecast supply and demand. This is where an ERP solution truly shines.

Communication 246

Communication Leverage Forecasting Manufacturing 246

PYMNTS

MAY 20, 2020

Operating expenses increased sharply and sales of higher-margin items like apparel declined. billion analysts forecast and rising 11.3 Comparable sales also saw a big bounce, up 10.8 percent year on year — although much of that came from a 141 percent spike at existing online sales channels rather than in-store ones.

Sales 89

Sales Forecasting Numbers Accounting 89

CFO Talks

JUNE 8, 2025

If your financial system cannot update forecasts in real time, you are already behind. Forecasts update as real numbers roll in. You can look at product-level margins, assess which clients are draining capacity, and evaluate the cost of each sales channel. You get immediate alerts when something falls outside expectations.

Budgeting 52

Budgeting CFO Financial Systems Forecasting 52

The Finance Weekly

FEBRUARY 22, 2025

Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools. Budgeting & Forecasting - Automate budgeting processes and generate real-time financial forecasts based on live data.

Financial Planning and Analysis (FP&A) 52

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

The CFO College

AUGUST 31, 2021

As an accountant or bookkeeper, you can help prevent startups from going under or losing profitability. You may hear some accounting professionals talk about horror stories related to startups. You also want to establish a clear process for accounts receivable. You see, a good idea just isn’t enough for raising capital.

Startups 81

Startups Accounting General Ledger Forecasting 81

Bramasol

JULY 31, 2023

This new post provides a deeper look at how the leasing of medical equipment along with other bundled services or products presents particular challenges for meshing contracts and lessor accounting with DSE management and revenue recognition. According to Allied Market Research, "The global medical equipment rental market was valued at $56.0

Accounting 81

Accounting SAP GAAP IFRS 81

CFO Share

FEBRUARY 22, 2024

Overly-Optimistic Forecasting (or the Absence of Forecasting) At the heart of the most common financial pitfalls is the unbridled optimism of an entrepreneur. This optimism, while crucial for taking risks and seizing opportunities, often clouds judgment, leading to expectations of big sales that remain forever on the horizon.

Profit and Loss 20

Profit and Loss Forecasting CFO Sales 20

CFO Talks

MARCH 13, 2025

Now, picture the opposite: instant access to real-time financial insights, automated compliance checks, and AI-driven forecasts guiding your next move. Predictive analytics can also help companies forecast future trends, allowing them to prepare for risks and opportunities ahead of time.

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52

CFO Talks

MARCH 4, 2025

Thats why businesses need rolling forecasts instead of rigid budgets. Instead of setting a financial plan in stone for 12 months and hoping for the best, rolling forecasts allow businesses to update their budgets every few months based on real-time data. Predictive analytics Past sales patterns can help forecast future demand.

Budgeting 52

Budgeting Forecasting Invoicing Sales 52

CFO Thought Leader

MARCH 28, 2025

In this episode of Planning Aces , three forward-looking finance leaders share how theyre transforming planning and forecasting inside their organizations. Internally, he sees AI helping reallocate workloads and drive efficiencies across sales, HR, and finance, unlocking measurable operational gains.

CFO 45

CFO Forecasting Manufacturing Finance 45

CFO Simplified

JANUARY 23, 2025

When meeting with your bank, be prepared to discuss: How your business has changed and how your sales have been impacted How your overhead expenses may evolve as you grow or refresh your business Your profit outlook for 2025 Whether you need additional funding, why you need it, and your repayment strategy.

Cash Flow Forecasting 52

Cash Flow Forecasting Communication Budgeting Forecasting 52

The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

PYMNTS

DECEMBER 14, 2020

Amid market volatility, organizations are finding it imperative to accelerate their accounts receivables while extending accounts payables and still maintaining positive buyer-supplier relationships. Accounts receivable and accounts payable are two key functions of the enterprise with significant impact on cash flow.

Accounts Payable 123

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 123

The Finance Weekly

MAY 5, 2024

Leading the growth in almost every company is the sales team. For instance, let's talk about car sales. But, growth isn't just about sales; it's about taking a well-rounded approach that involves everyone in the organization. What is Sales Planning? What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

Barry Ritholtz

DECEMBER 11, 2023

retailers retracted its claim that “organized retail crime” accounted for nearly half of all inventory losses in 2021 after finding that incorrect data was used for its analysis.” I tracked the annual retail sales forecast as a twofold exercise: Avoid forecasts, as they are mostly wrong, and tend to lose investors’ money.

Retail 141

Retail Profit and Loss Forecasting Accounting 141

Centage

SEPTEMBER 13, 2022

During turbulent times, your business can forecast and do scenario planning for the future with our forecasting and scenario planning tools at Centage. What Is Financial Forecasting? It is important to keep a forecast up to date as forecasting further out increases the chance of inaccuracies.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

CFO Talks

MAY 29, 2025

Being responsive means designing finance workflows around the needs of the business, not just accounting cycles. Finance has to keep pace with operations, sales, procurement, and project teams. When sales performance dips, finance breaks down the contributing factors. Forecasting cycles should be made shorter and more flexible.

Finance 52

Finance CFO Compliance Forecasting 52

PYMNTS

SEPTEMBER 30, 2020

Also, Big Lot anticipates positive sales growth and GoDaddy unveils a Facebook feature. Big Lots Forecasts Comparable Sales Rise In The 'Mid-Teens'. 30) that it expects comparable sales will rise in the “mid-teens” for Q3 fiscal 2020. Spiceology Shakes Up The D2C Status Quo. It’s said that variety is the spice of life.

Forecasting 75

Forecasting Retail eCommerce Sales 75