The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? 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.

Financial Planning and Analysis (FP&A)

CFO Plans

FEBRUARY 9, 2025

Effective Budgeting for Seasonal Downturns Effective budgeting is the cornerstone of financial planning for slow seasons. Picture a family-owned restaurant meticulously planning its budget, accounting for reduced foot traffic during the off-peak season. Imagine a vineyard investing in technology for seasonal demand forecasting.

Budgeting

CFO Talks

NOVEMBER 11, 2024

Also honored with Standard Bank Eswatini’s BLUE SHEroes Award and recognized by the Eswatini Institute of Accountants. Then I was introduced to accounts in high school, and I just loved the challenge of balancing the balance sheet and cash flows. That just blew me away, it will forever be a pivotal moment in my life.

CFO

CFO Talks

JUNE 4, 2025

They are dealing with facts, forecasts, and risk. They focus on building cultures of accountability. Strategic Decisions Reflect on How the Company Is Seen CFOs today are no longer passive participants in strategic planning. That is because the CFO represents the truth. That starts with you.

CFO

CFO Plans

MARCH 10, 2025

Mastering Cash Flow Management Tactics Effective Cash Flow Management Tactics are vital for navigating Accounts Receivable Challenges. Tech companies, for instance, can employ predictive analytics to forecast cash flow needs accurately, enabling them to allocate resources efficiently and avoid financial instability.

Economics

Future CFO

AUGUST 10, 2025

About 30% of my time goes into business development and strategic planning. It’s where strategy meets accountability. We’re no longer talking about small improvements — we’re looking at how to exponentially accelerate decision-making, forecasting, and scenario planning. Ultimately, it’s the impact that drives me.

Leadership

CFO Talks

JULY 30, 2025

It is called Strategic Posturing. It looks impressive from the outside, sounds inspiring in meetings, and feels productive when documented in a glossy strategic plan. Many CFOs claim to be strategic partners, but in reality, they are still stuck in the trenches of budget management and monthly reporting. They intervene.

CFO

CFO Talks

APRIL 30, 2025

But for a CFO worth their salt, budgeting and forecasting arent just admintheyre power tools. Facilitate strategic planning sessions with execs and department heads. Forecasting Isnt GuessworkIts Your Built-In Early Warning System If your forecast is just a slightly revised version of your budget, youre doing it wrong.

Forecasting

Trade Credit & Liquidity Management

MAY 29, 2025

Additionally, it supports faster payment processing, better fraud detection, and improved cash flow forecasting through more granular and consistent data. Combine technology, regulatory expertise, and strategic planning to manage evolving requirements effectively.

Invoicing

Future CFO

DECEMBER 15, 2024

Afternoons are a mix of strategic planning sessions and deep dives into emerging technologies, particularly Generative AI. As a result, users can complete tasks like reconciling accounts, forecasting, while analysing financial data can be completed with unprecedented speed and accuracy.

Strategic Planning

CFO Talks

NOVEMBER 20, 2024

Members’ Spotlight: Charles Westermeyer In this edition of CFO Club Africa’s Members Spotlight, we are introducing Charles Westermeyer , a seasoned financial professional and the current Director of Bluline Accounting Tax Assurance (Pty) Ltd , where he has been making a significant impact since 2016.

CFO

CFO Dive

AUGUST 11, 2025

Finance leaders are being asked to move faster, work leaner and deliver more strategic value, all while talent shortages intensify. million finance professionals, 75% of CPAs retiring by 2040, fewer students studying accounting, and 80% of companies are unable to hire required talent. The numbers are hard to ignore: a gap of 3.5

Financial Planning and Analysis (FP&A)

CFO Dive

JUNE 16, 2025

Ensure auditable reporting and compliance The CFO needs to work with other functions like corporate financial reporting, regulatory compliance, tax, treasury, and legal to ensure timely, auditable reporting and financial accounting. CBAM compliance also requires the purchase, management, and surrender of CBAM certificates.

CFO

Barry Ritholtz

MAY 6, 2025

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. So at the time, well, I left the floor beginning of 95 and started deploying just the money I’d earned on the floor in off floor trading account.

Profit and Loss

The Charity CFO

JUNE 26, 2025

Strategic planning. The post Your Budget Isn’t Enough: The Forecasting Advantage for Nonprofits appeared first on The Charity CFO. If that phrase makes your eyes glaze over—or your blood pressure spike—you’re not alone.

Nonprofit

CFO Talks

JULY 29, 2025

Currently serving as Chief Financial Officer at Kia South Africa, Nafisa has led finance transformation efforts across strategic planning, compliance, and operational control. Across these roles, she has consistently focused on business process improvement, data-informed forecasting, and risk alignment with enterprise performance.

CFO

Centage

JANUARY 18, 2022

While spreadsheets have long reigned supreme as the foundation of budgeting and forecasting for many organizations, the shortcomings of this legacy, siloed tool have become too hard to ignore. Accuracy is the critical to the budgeting and forecasting process. Do we have the data we need readily available?

Budgeting

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. 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)

PYMNTS

FEBRUARY 20, 2019

One of the most popular targets for innovators is the accounting space, where business processes touch on various aspects of an overall company, from accounts receivable and payable to cash forecasting and financial strategy development. This has introduced a new dynamic for the small business accountant.

Accounting

CFO Plans

SEPTEMBER 24, 2024

In the fast-paced world of small business, precise financial forecasting is not merely advantageous—it’s essential. This startling statistic underscores the critical importance of accurate financial forecasting. Let’s dive into the essentials of financial forecasting and how it can revolutionize your business strategy.

Forecasting

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

CFO Share

MARCH 23, 2021

A rolling 12-month forecast projects financial performance over a 12-month time horizon using the “add/drop” approach to forecasting. Unlike a budget or calendar year forecast, a rolling 12-month forecast adds one month to the forecast period each time a month is closed so that you are continuously forecasting for 12 months.

Forecasting

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives. This process usually occurs once a year and lasts several months.

Financial Planning and Analysis (FP&A)

The Charity CFO

JANUARY 12, 2024

Financial forecasting is a term you’ll hear thrown around in the business world quite often—but in the world of nonprofits, it can be difficult (and even downright impossible) to plan your organization’s finances with any degree of certainty. The best way to do this is through financial forecasting.

Nonprofit

CFO Simplified

JULY 22, 2022

Create a cash flow forecast. Contact each of your open accounts. A business plan isn’t something that you just create when you start a company, it’s a strategic plan for how you’re going to manage and grow over the next two, five, and 10 years. The pandemic changed plans for nearly every business.

Cash Flow Forecasting

Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Forecasting

Lime Light

JUNE 12, 2023

Having an accurate and dynamic forecast creates a confident finance function in any business. 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.

Financial Planning and Analysis (FP&A)

CFO Simplified

DECEMBER 12, 2021

The terms “finance” and “accounting” are often used interchangeably. There are, however, very real differences between finance and accounting. While many business owners look for a CFO to bolster their existing accounting team, here at CFO Simplified, we consider that a CFO would be categorized squarely in the finance category.

Accounting

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

CFO Share

MAY 10, 2024

In fact, I never forecast cash flow without bookkeeping help – their insights are too valuable to ignore. By leveraging the detailed financial data they maintain, you can create a 13-week cash flow forecast that provides valuable insights into your upcoming cash obligations and helps you make better-informed decisions.

Forecasting

CS Lucas

FEBRUARY 16, 2021

Cash forecasting has and always will be a practice that successful businesses utilise to stay ahead of unprecedented events. COVID-19 created a level of financial strain that businesses could not have accounted for. Tips for cash forecasting: Analyze your cash flow. Prepare for the best and worst-case scenarios.

Forecasting

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. This is the first step in improving FP&A and will continue to inform strategic decision- making throughout the company’s lifecycle.

Financial Planning and Analysis (FP&A)

CFO Share

JULY 16, 2024

A controller primarily oversees accounting processes, ensuring accurate financial records and compliance with regulations. In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy.

Financial Planning and Analysis (FP&A)

VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. While the Income Statement does provide a view of historical (e.g.,

Strategic Planning

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. Driver-based planning lets businesses focus on key indicators while ignoring the noise.

Budgeting

The Charity CFO

JULY 19, 2024

When most people think of an organization’s financial department, they think of accountants. Bookkeepers, accountants, and Chief Financial Officers (CFOs) all serve critical roles in managing an organization’s finances. What is an Accountant? Accountants run reports to help determine if the bookkeeping is done correctly.

CFO

The CFO College

JUNE 3, 2021

Increase Your Value and Boost Your Services with Two CFO-Level Accounting Tools. Yes, automations can crunch numbers, but there is so much more to providing accounting services than calculations. After the month-end tie out, we add this to financials, then move on to value added reports (such as rolling cash forecast).

Accounting