VCFO

MARCH 2, 2023

Challenges Faced by Professional Services Firms (and How a Strategic CFO Can Address Them) Professional services firms are unique entities. Some may think that makes financial management and strategic planning in a professional services firm simpler. What is your long-term plan for the business?”

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

Beacon CFO Plus

NOVEMBER 15, 2023

If you manage an SME—referring to a Small and Medium-Sized Enterprise—you may look to a fractional CFO to provide strategic financial expertise and guidance. Here’s how a fractional CFO can serve your needs as the manager of an SME: Cost-Effective Financial Expertise: You may not have the budget to hire a full-time CFO.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

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 52

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

Future CFO

JANUARY 7, 2024

The evolution in the role As the CFO role expands, so does the influence of the finance function. With the vast volumes of data available, CFOs are increasingly assuming the role of data stewards. These risks can turn into opportunities for growth and profitability if managed right.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

VCFO

NOVEMBER 1, 2023

Strategic Focus with Collaboration Some leaders struggle at year-end with striking a good balance between devoting ample time to the future of the business versus tactical tasks that keep the wheels turning. If planning for the upcoming year has not started, you are a bit behind. Reactive vs. Proactive It is now Q4.

Strategic Planning 75

Strategic Planning Leadership Compliance Planning 75

BlueLight

MAY 1, 2020

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. Today, the CFO is expected to inform strategic decisions that drive the success of the company. The CFO takes on the responsibility of FP&A.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 19, 2024

Change Management: The Modern CFO’s Blueprint The role of a Chief Financial Officer (CFO) goes way beyond just looking after the company’s money. Developing the Finance Agenda Once strategic priorities are identified, the CFO distills these insights into a clear, concise list of goals.

CFO 52

CFO Communication Finance Budgeting 52

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) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Boston Startup CFO

APRIL 12, 2024

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning. Budget vs. Actuals, Monthly Rolling Forecasts By analyzing your financial performance against budgeted targets, we will identify variances and recommend actionable strategies to improve cost efficiency and revenue generation.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

BlueLight

JULY 30, 2020

The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. Historically, the CFO role was focused on backward looking information: ensuring on-time and accurate financial reporting. Their titles include CEO, CTO, COO, CFO, and VP of Finance of venture-backed startups.

CFO 52

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

CFO News Room

FEBRUARY 1, 2023

The retailer could see upside to expected profit in 2024 and 2025 as its strategic plan takes shape, according to the firm. Snap had a rough 2022 as a slowing economy led many companies to slash their digital ad budgets. The company’s fiscal second-quarter revenue topped analysts’ forecasts, according to Refinitiv.

Profit and Loss 130

Profit and Loss Strategic Planning Budgeting Manufacturing 130

CFO Simplified

DECEMBER 12, 2021

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. Finance is categorized as strategic while accounting is much more tactical. Cash flow forecasting. Growth planning .

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

CFO News Room

DECEMBER 16, 2022

As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Budget Analyst.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

CFO Talks

MARCH 14, 2024

Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization. Activities that directly impact these objectives should take precedence.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

SEPTEMBER 17, 2023

The Financial Planning and Analysis ( FP&A ) team performs budgeting, forecasting, and analysis that support major corporate decisions of the CFO, the CEO, and the Board of Directors. Very few, if any, companies can be consistently profitable and grow without careful financial planning and cash flow management.

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

JANUARY 9, 2022

Create a cash flow forecast. A cash flow forecast helps any business owner understand what the company needs are as they plan for the future of their business. Reexamine your budget. Therefore, planning for the future, financial analysis, and budget review can easily take a back seat. .

Cash Flow Forecasting 52

Cash Flow Forecasting Strategic Planning CFO Budgeting 52

VCFO

FEBRUARY 15, 2023

Lee Ann James has joined the vcfo, serving the greater Houston, Texas area as a Consulting CFO. Lee Ann is an accomplished consulting CFO with more than 20 years of experience. She is highly effective at executing finance function strategically, establishing financial and risk controls, and overseeing capital structure.

Auditing 52

Auditing CFO Risk Management Budgeting 52

The Charity CFO

MARCH 22, 2024

Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. Once you have a data technology and a data governance plan in place, make sure to invest in staff and volunteer training on the programs and policies. That’s where The Charity CFO comes in.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

The Charity CFO

NOVEMBER 23, 2022

They create and maintain financial records, prepare financial reports, and oversee the organization’s budget. This background helps them provide oversight for and manage all forecasts, budgets, and investments for the organization. Strategic Thinking. Get Outsourced Nonprofit CPA & CFO Services.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

The Charity CFO

JUNE 7, 2023

This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. Strategic Uses Financial Planning : Provides insights into the financial health of the organization. This analysis supports financial analysis, budgeting, and investment decision-making.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

The Charity CFO

JUNE 10, 2022

Therefore, they can help your nonprofit establish policies, develop robust budgets, and improve internal processes. . PRO TIP: To get even more capacity from your finance committee, include them in your strategic plan! Every nonprofit should periodically develop a strategic plan. Budget to Actual report.

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

Planful

SEPTEMBER 28, 2016

Why Is Budgeting Such a Challenge for Finance Today? The challenges with the budgeting process are both internal and external. According to Lee Feingold , Senior Associate at the Keystone Group, forecasting and budgeting has always been a challenge. What Are the Key Trends CFOs See in Budgeting?

Budgeting 40

Budgeting Planning Forecasting CFO 40

Jedox Finance

JANUARY 23, 2020

In a perfect world, we would like an EPM system that manages organization-wide planning, reporting and analysis. Traditionally, organizations used to look at those processes as part of their “Office of the CFO” activities. Set organizational, strategic, high level goals and targets. Measurement of success and re-forecasting.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

Jedox Finance

JUNE 26, 2019

Our business partners, including the CEO, do not have time for a lengthy budget process and outdated forecasts because the market is moving quickly. Digital leadership is deployed throughout a company, creating an IT strategic plan including data management practices. The CFO needs more, too.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

CFO Share

MAY 26, 2022

Both support strategic planning and decision-making for the next steps of your business. Your pricing will affect your capital plan, working capital, and fixed assets. When planning a new product or service, sales will commonly forecast their cost expectations and then validating them over time with actual data.

Cost Analysis 52

Cost Analysis Advertising CFO Forecasting 52

Planful

NOVEMBER 17, 2015

His session was titled “Getting Future Ready: How to Master Business Forecasting.” I recently connected with Steve to learn more about his research and the Beyond Budgeting Roundtable. John: Steve, can you start by talking about the mission of the Beyond Budgeting Round Table (BBRT)? Budgets trigger unnecessary spending.

Budgeting 40

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

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. A good SaaS CFO builds good relationships with key stakeholders at a company. The work a great CFO does to tie this all together is financial planning and analysis.

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. A good SaaS CFO builds good relationships with key stakeholders at a company. The work a great CFO does to tie this all together is financial planning and analysis.

Financial Planning and Analysis (FP&A) 52

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

Boston Startup CFO

OCTOBER 22, 2014

As an entrepreneur who has sold two companies over the past decade, I can speak from experience that it isn’t until a startup reaches some success — systematic product launches, lucrative partnerships, international expansion and reliable revenue growth — until they inevitably begin to ask The CFO Question. Do the Old Rules Still Apply?

CFO 52

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

The Finance Weekly

OCTOBER 13, 2021

These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM. New FC Competencies and Their Relation to CPM.

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Financial Planning: Develop a robust financial plan. That plan will include not just looking at the future, but also planning for the present. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 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

Planful

JUNE 15, 2017

This was the focus of a recent Argyle/CFO webinar sponsored by Planful. During the event, a panel of two FP&A experts shared their insights on the current state of the FP&A function, the forces driving an increased need for accurate planning and forecasting, and where the function is going in the future.

Financial Planning and Analysis (FP&A) 40

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

CFO Talks

FEBRUARY 2, 2024

In the evolving role of a Chief Financial Officer (CFO), mastering risk management, budgeting, and forecasting tools is crucial. A CFO’s role is to identify, evaluate, and mitigate these risks through strategic planning, ensuring the integration of risk management processes across all departments of the organisation.

CFO 52

CFO Strategic Planning Risk Management Forecasting 52

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. So, congratulations !

CFO 52

CFO Leadership Accounting Finance 52

Planful

OCTOBER 25, 2016

Among the many great topics on the agenda at the Argyle CFO Leadership Forum in Dallas was a session titled “Managing and Minimizing Enterprise Risk.” VP and CFO of Kajima Building and Design, Inc. The session was moderated by Bona Allen, Sr. The takeaway? Learn More.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

Boston Startup CFO

OCTOBER 29, 2012

CFO: If your company has closed a seed round of funding or is earning more than $250K per year, you need a CFO to handle your financial strategy and run your accounting team. Even if you’re not yet funded or earning significant revenue, you may still be in need of CFO services.

Startups 52

Startups Mergers and Acquisitions (M&A) CFO GAAP 52