CFO Share

FEBRUARY 22, 2022

The uncertainty of inflation creates strategic business forecasting challenges for managers and business owners. These opportunities include: Strategically repricing goods and services. Be sure to perform strategic business forecasting whenever making price changes so you can maximize profitability of your business.

Forecasting 52

Forecasting Transportation Economics Budgeting 52

Onplan

JANUARY 19, 2022

Still, it’s helpful to start with a strategic goal in mind – keeping employees happy, and ensuring a competitive positioning in the hiring market. As the war for talent continues, the hiring budget you may have laid out for a particular role or department may not be realistic. Here are some things to consider: 1. Location strategy.

Communication 97

Communication Leadership Financial Analysis Planning 97

CFO News Room

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars. Team Kitces.

Education 130

Education Planning Investments Profit and Loss 130

BlueLight

MAY 1, 2020

Today, the CFO is expected to inform strategic decisions that drive the success of the company. The CFO is focused on company-level strategic planning and building a relationship with investors. The goal of this blog is to explain what is FP&A and why it is important. Source: Vena Solutions What is FP&A?

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

JULY 18, 2019

Operating within your organization’s framework, as we discussed in the previous posts in this blog series , will frame how your FP&A team carries out this mandate. This occurs by placing the everyday decisions normally seen in operations into the larger strategic context: Does this support where the company is going?

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

Michigan CFO

NOVEMBER 1, 2021

But come funding time, many SaaS companies find in organizing their finances that their budgeting system is a mess. The SaaS CFO can help plan and strategize for growth with actionable goals and key performance indicators. Budget Forecasting With SaaS CFO Metrics. Check out these blogs: CFO for Manufacturing Companies.

CFO 52

CFO Budgeting Forecasting Tax Planning 52

Onplan

JANUARY 19, 2022

Still, it’s helpful to start with a strategic goal in mind – keeping employees happy, and ensuring a competitive positioning in the hiring market. As the war for talent continues, the hiring budget you may have laid out for a particular role or department may not be realistic. Here are some things to consider: 1. Location strategy.

Communication 52

Communication Leadership Financial Analysis Planning 52

Michigan CFO

SEPTEMBER 12, 2022

A recession can mean a drop in sales, uncomfortable budget decisions, supply bottlenecks, and more. Check out these other blogs on managing your business’s finances: Making Sense of Financial Statements. This means you will likely see a drop in sales as consumers tighten their budgets. And what should your business do about it?

Profit and Loss 40

Profit and Loss CFO Budgeting Economics 40

Planful

JULY 27, 2017

These and other questions were the focus of a recent blog by Planful. Here are seven traits common in organizations that have successfully executed Finance function transformation and moved from back-office scorekeeping to becoming strategic business partners, driving and supporting decision-making across the enterprise.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Budgeting Forecasting 40

PYMNTS

OCTOBER 11, 2018

In a company blog post , Schulman said this marks an important milestone for the digital payments company. With companies paying suppliers on strategic schedules, real-time transactions aren’t always necessary — or beneficial — for the B2B payments space. In a letter to employees, he wrote, “On Feb.

B2B 60

B2B Forecasting Banking Budgeting 60

PYMNTS

JUNE 19, 2019

Strategic sourcing, data integrations with ERP and accounting platforms, digital catalogues, spend analytics and other technologies are tackling a historically paper-ridden, monotonous process in the corporate procurement department. . ” Capturing data on corporate purchases is essential on several fronts.

Compliance 46

Compliance B2B Reconciliations Budgeting 46

Jedox Finance

AUGUST 2, 2022

In this blog post you get the chance to explore the intersection between the planning and technology of your organization and will see how an EPM Tech Refresh that is coming with a modern solution can help you on your digital transformation journey. The preparation of annual budgets is very time consuming. Migrate or refresh?

Financial Planning and Analysis (FP&A) 52

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

VCFO

NOVEMBER 1, 2023

While “taking stock” can take many forms, the overriding premise is to look deeply and strategically at the results of operations, as well as opportunities they might execute on. Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. Finish the year strong.

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. For example, generating a new blog each week, landing a speaking engagement each month, or asking for referrals from several households each week.

Practice Management 130

Practice Management Planning Leadership Communication 130

Jedox Finance

MARCH 16, 2022

When choosing the right budgeting method for your business, the management style and corporate structure of an organization have a significant influence on the design and implementation of corporate budgeting processes. What is Corporate Budgeting? Corporate Budgeting in need of Agility and Flexibility. Table of Contents.

Budgeting 52

Budgeting Benchmarking Planning Financial Data 52

Jedox Finance

APRIL 9, 2020

In this blog post, we’ll look at the importance of agility in FP&A in being able to better manage uncertainties, even during uncertain times and build resilience for the future. Business continuity is of paramount importance in times of uncertainty, especially for FP&A professionals in strategic roles in their organization.

Analyzing Data 84

Analyzing Data Budgeting Economics Planning 84

CFO Simplified

FEBRUARY 13, 2022

Strategically plan for the company’s future . A great CFO will save you more than it costs to hire them in operational insights and strategic initiatives that drive greater profitability and better, more efficient processes. Read our blog about the top 5 cash flow tips for entrepreneurs for more information. .

CFO 52

CFO Strategic Planning Communication Forecasting 52

PYMNTS

MARCH 22, 2019

Amazon will require a $35,000 ad budget to run spots at five cents per view for about two months, though prices can vary by category, one unnamed source told Bloomberg. Walmart just killed a great way to engage with customers,” wrote Robert Hetu, retail director at Gartner’s retail industry services, in a blog post Monday.

Advertising 43

Advertising eCommerce Startups Retail 43

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. It’s cfoclub.co.za

CFO 52

CFO Leadership Accounting Finance 52

Jedox Finance

JULY 23, 2020

This week we are pleased to welcome our Diamond Partner, smartPM.solutions , as a guest to the Jedox blog. Numerous project applications, approvals, budget and resource allocations, and the monitoring of the success of projects and portfolios regularly push program managers to their limits. for the next 2 years).

Prioritization 52

Prioritization Budgeting Communication Planning 52

Planful

SEPTEMBER 25, 2020

That’s budgeting, consolidation, financial reporting, and more, which makes them a great resource for our customers. The prestigious Constellation ShortList for Cloud-Based Planning Platforms identifies the top vendors based on technology investment, use cases, strategic vision, customer value, executive leadership and price.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Budgeting Leadership 40

CFO News Room

DECEMBER 6, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. So at the moment, Monarch Money is a phenomenal budgeting app, never ad-supported, never will be. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 1, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Authors: Michael Kitces. Team Kitces. Read More +.

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

NOVEMBER 7, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In addition to opening new avenues for other strategic partnerships and deal-making (e.g., Author: Michael Kitces. Team Kitces.

Compliance 130

Compliance Communication Planning Concentration 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Budget updates. Make sure budget cash flow’s up to date. Budget updates, we call the technical updates which is all the things I ran through.

Planning 130

Planning Communication Profit and Loss Education 130

The Charity CFO

JANUARY 12, 2022

Um, we see more organizations, nonprofits, uh, in their strategic plan in just kind of their day to day operations, looking at ways to become less dependent on just general donations from the public and focusing more on what we call earned income. It’s usually not, oh, well, it’s not in my budget.

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52

CFO News Room

DECEMBER 5, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. *And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to [email protected] ! Team Kitces.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 1, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Michael: So, you gather the data, clients upload all their various stuff, you get some the budgeting stuff sorted out. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Investments Accounting Math 130

CFO News Room

DECEMBER 27, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Author: Michael Kitces. Team Kitces.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Author: Michael Kitces. Team Kitces. Mid-career, I might talk in a group presentation about just the investments and kind of initial planning conversations.

Education 130

Education Planning Numbers Securities 130

Jedox Finance

JULY 3, 2019

In the first post “ The Future of FP&A ” of this blog series, we discussed how the CFO must be the guide, and Financial Planning & Analysis (FP&A) must take control of new and changing expectations for the finance department. What: The right strategic choices. What: The right strategic choices.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

SEPTEMBER 5, 2023

MILLER: Exactly, right, so, but that’s part of it, but yeah, like the long term view, but I look at it as when, so the big problem or big challenge is New York City’s budget. I used to think SALT stood for State and Strategic Arms Limitation Treaty. RITHOLTZ: Lereah, I have a couple of blog posts on him. MILLER: Yes.

Sales 52

Sales Marketing Numbers Construction 52

CFO News Room

NOVEMBER 5, 2022

Many seniors felt a shock to their budgets at the end of 2021, when the Centers for Medicare and Medicaid Services (CMS) announced a 14.5% Social Security cost of living adjustment for 2023, the decline in Medicare Part B premiums will help steady the budgets of many seniors. Bethany Cissell | ThinkAdvisor). Combined with the 8.7%

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130