CFO Share

JANUARY 31, 2024

What is a fractional CFO? A fractional CFO is a part-time CFO for small companies. Thanks to cloud-based bookkeeping , fractional CFOs have recently become accessible to even the smallest companies. Why would I hire fractional CFO services? Why would I hire fractional CFO services? Ask for referrals.

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CFO Forecasting Budgeting Construction 52

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.

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Nonprofit Forecasting Budgeting Strategic Planning 52

Centage

NOVEMBER 21, 2023

Having a solid grip on your cash flow forecast and reporting is one of the most important factors for any business to track. For many businesses, having an accurate cash flow forecast can help to avoid potential cash flow problems, predict end of year profits (or debt), and set realistic goals for the upcoming quarters and year.

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Cash Flow Forecasting Forecasting Budgeting Auditing 52

Centage

FEBRUARY 2, 2023

Businesses talk a lot about budgets, revenue projections, and actuals. 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. The direct method , however, is better for shorter to medium term forecasting.

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

CFO Share

APRIL 1, 2024

What to Expect When You Hire an Outsourced CFO The thought of hiring an outsourced Chief Financial Officer (CFO) has been on your mind, perhaps driven by stalled growth and advice from your mentors. Here’s a journey through the initial months of outsourcing your CFO so you know what to expect. Where could they be?”

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CFO Profit and Loss Forecasting Strategic Planning 52

Future CFO

FEBRUARY 25, 2024

Editor’s note: Have you already adopted agile budgeting? Pannie Sia (pictured), general manager, ASEAN, Workda y explains what it is, how it’s different from traditional budgeting, the benefits it brings, and how CFOs can make agile budgeting effective and successful.

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Budgeting Concentration Finance Forecasting 52

CFO Selections

AUGUST 2, 2023

If you’re wondering whether your company needs to switch to a rolling forecast, it’s important to look at why you’re asking. The simple act of questioning whether your current budgeting process is sufficient likely indicates that you have identified a shortcoming in your current budgeting process that provides an opportunity for improvement.

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Forecasting Budgeting 52

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.

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

CFO Simplified

FEBRUARY 17, 2022

Nobody likes creating a budget. But budgeting is vital because it’s the company’s plan for the coming year. If the proper analysis is done, then the budget becomes a tool to guide the company forward. Budgeting is a process that may result in multiple iterations before the resulting numbers are acceptable. Evaluation.

Budgeting 52

Budgeting Cash Flow Forecasting Profit and Loss CFO 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. When it comes to the annual budgeting process, building a rapport with these department heads will go a long way.

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

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. Keep in mind the things a fractional CFO will not do.

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Accounting Firms CFO Accounting Prioritization 52

CFO News Room

FEBRUARY 3, 2022

The Indian technology sector saw several major announcements in the Union Budget 2022, with a few misses in the startup segment. Budget 2022’s announcements on manufacturing, sustainability, electronics, digital currency, innovation and startups with technology as the cornerstone are expected to give a fillip to the tech industry.

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CFO News Room

FEBRUARY 6, 2022

While the sizeable increase in infra spend and sectoral initiatives in Union Budget augur well, there is need for policy reforms that help create a robust private investment ecosystem. Both of these would be addressed through the Gati Shakti initiative which is one of the cornerstones of Budget 2022-23.

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Budgeting Leverage Transportation Finance 130

Adam Kae

SEPTEMBER 30, 2023

Understanding the Fractional CFO A Fractional CFO, often referred to as a part-time CFO, plays a pivotal role in supporting the financial health of startups and small businesses. When considering the decision to bring a Fractional CFO on board, you should be aware of the significant benefits that come with this choice.

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CFO Forecasting Budgeting Startups 52

CFO Share

NOVEMBER 29, 2021

CFOs use CAC and LTV for forecasting revenue and planning cash flows. CFO duties include measuring and understanding acquisition costs. Acquisition cost is an essential assumption to forecasting revenue growth. One of the CFO’s main responsibilities is cash planning. Is your CFO using CAC and LTV?

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CFO Budgeting Advertising Forecasting 90

CFO News Room

FEBRUARY 5, 2022

The Union Budget for 2022-23 made a string of other announcements on digital payments, including a plan to offer netbanking to depositors with India Post and another to set up 75 digital banking units across as many districts. The government also intends to tax transfer of ‘digital assets’, widely interpreted as cryptocurrencies, at 30%.

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Budgeting Currencies Finance Banking 130

CFO News

JANUARY 5, 2023

The first advance estimates are early forecasts and they usually undergo revisions as more data become available. However, the growth projections will come weeks ahead of the Budget 2023 announcement that is scheduled for February 1.

Forecasting 52

Forecasting Budgeting Economics Finance 52

Adam Kae

JULY 17, 2023

From budgeting and forecasting to optimizing revenue streams, we'll cover essential considerations to empower your agency's growth journey. Mastering Budgeting and Forecasting Optimizing financial planning is crucial. You get access to a Virtual CFO ( , CFO Adam ) for only $97 per month. We meet virtually.

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CFO Marketing Cash Flow Forecasting Budgeting 52

Centage

JUNE 7, 2022

Once upon a time the role of CFO was focused on backward-looking data. Along with tracking cash flow and providing timely information, the best CFOs are strategizers, analyzing a company’s strengths and weaknesses from a financial perspective and helping direct decision making.

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CFO Forecasting Budgeting Data Analysis 97

Cube Software

SEPTEMBER 22, 2023

As a former 3x CFO, I've survived my fair share of budget seasons—and so has my colleague , Chris Ortega (fractional CFO and CEO of Fresh FP&A). From budget season horror stories to tales of success, Chris and I discussed it all in our recent webinar, Surviving Budget Season: 4 Proven Tactics for Finance Leaders.

Budgeting 52

Budgeting Finance CFO Planning 52

Spreadym

AUGUST 17, 2023

The choice of tool depends on factors such as the organization's size, industry, budget, and specific reporting requirements. How to Create Financial Reporting Dashboards for CFO Creating effective financial reporting dashboards for a CFO (Chief Financial Officer) involves careful planning, data integration, visualization, and customization.

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Financial Reporting CFO Cash Flow Forecasting Budgeting 52

CFO News Room

FEBRUARY 5, 2022

The previous year’s Budget focused on foundational measures towards a consumer-driven economy while keeping a keen eye on post-Covid recovery. The Union Budget continues the policy direction set by last year’s Budget. Also Read | Union Budget 2022: Tech push for agri sector. By Saugata Gupta.

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Budgeting Healthcare Manufacturing Economics 130

CFO News Room

FEBRUARY 5, 2022

lakh crore, against the Budget estimate of Rs 12.05 Also Read| Budget 2022: FM proposes to permit taxpayers to file updated ITR on payment of additional tax. The Budget has projected a fiscal deficit of 6.4% The market was expecting net borrowing to be in the range of Rs 12.50 lakh crore to Rs 13 lakh crore. lakh crore.

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Budgeting Marketing Benchmarking Planning 130

Michigan CFO

JUNE 7, 2023

In today’s ever-evolving business landscape, the role of the Chief Financial Officer (CFO) has become crucial for effective financial management and decision-making. However, not all businesses have the resources or the need for a full-time, in-house CFO. This is where virtual CFOs come into play. What Do Virtual CFOs Do?

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CFO Problem Solving Budgeting Communication 52

Collectiv

FEBRUARY 6, 2023

Why do so many organizations abandon their budgets halfway through the year? Because the traditional budgeting process is broken. 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.

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

The Finance Weekly

JANUARY 22, 2024

Joe Berchtold, the President and CFO of Live Nation Entertainment, earned an impressive $52.4 million in 2023, making him the ,, highest-paid CFO in the United States. Aspiring individuals may wonder how they can achieve similar heights and earn big as a CFO. Identify investment and financial planning opportunities.

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CFO Education Communication Leadership 52

The Charity CFO

NOVEMBER 17, 2022

Financial planning and budgeting are vital for the success and sustainability of any nonprofit organization. . That’s why it’s important to start thinking about your budget for 2023 now. Budgeting should go beyond simply tracking money in and money out. . Intro to Budgets for Nonprofits. Allocate resources.

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Nonprofit Budgeting CFO Forecasting 52

CFO Dive

NOVEMBER 27, 2023

On a day-to-day basis, the finance function is tasked with meeting the company’s accounting responsibilities — ensuring sound budgeting and forecasting. But increasingly, CFOs and their teams require a new focus on prioritizing employee experience.

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Prioritization Budgeting Forecasting Finance 162

CFO Network

SEPTEMBER 17, 2021

Have the proper CFO for your company can often be the difference between whether or not you are able to accurately implement your financial analysis. However, it’s not uncommon for a business to not have the resources to keep a CFO in-house. Instead, companies often work with an outsourced CFO to fill this role.

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CFO Financial Analysis Budgeting Forecasting 96

Future CFO

JANUARY 12, 2023

The top CFO priority in 2023 is evaluating finance function strategy, scope and design, said Gartner recently. But CFOs have to prepare for stretching themselves beyond this top CFO priority this year. The survey revealed a wide range of actions CFOs plan to either lead or be significantly involved with,” said Horvat.

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CFO Communication Restructuring Budgeting 52

CFO Share

SEPTEMBER 22, 2023

How do you choose the right fractional CFO? Hiring a financial guide for your business journey may feel daunting or overwhelming, especially as the fractional CFO market becomes more saturated with options. What Should I Look for in a Fractional CFO? Know your budget, but don’t pick the cheapest option.

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CFO Communication Budgeting Forecasting 40

BlueLight

JUNE 2, 2020

Last month, I wrote an article about the FP&A function of the CFO suite ( link ). For this piece, I’ll dive into a tactical analysis that is important to every CEO and CFO, the budget vs actual variance analysis. How should we adjust the forecast going forward? How does the CEO/CFO act on this information?

Budgeting 52

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

Boston Startup CFO

FEBRUARY 1, 2023

Here are the top signs that your startup may need a fractional CFO. A fractional CFO can provide significant value to the process by: Developing a financial plan : A financial plan is a key component of any fundraising effort. Negotiating terms : A CFO can help you understand the terms of a potential investment and negotiate terms.

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CFO Startups Cash Flow Forecasting Budgeting 40

Beacon CFO Plus

JUNE 29, 2023

by Rob Joseph, Director, BeaconCFO Plus Bringing High-Level Financial Expertise to Your Company Perhaps your business has never operated with a full-time CFO. Or, maybe you had a full-time CFO who has now left the organization and you’re wondering what to do next. A fractional CFO is, for all intents and purposes, a CFO.

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CFO Budgeting Forecasting Leverage 52

Beacon CFO Plus

DECEMBER 5, 2022

For many businesses, that is what is being overlooked without the presence of a CFO. You could be lacking accurate forecasting to help you navigate difficult situations. You probably don’t know your “break-even” point, and you may have unnecessary spending eating at your budget. Discover the ROI of a Part-Time CFO.

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CFO Cash Flow Forecasting Forecasting Budgeting 52

Future CFO

AUGUST 23, 2019

The days of manual, spreadsheet-based budgeting, planning and forecasting processes are numbered.

Forecasting 52

Forecasting Budgeting Planning Financial Data 52

The Finance Weekly

DECEMBER 5, 2023

Revamp Finance Operations As the , CFO's responsibilities grow, the finance function's impact also expands. Through advanced analytics and cloud solutions, CFOs can leverage strategic insights to enhance forecasting, optimize cash management, and reconsider organizational frameworks.

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