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.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

CFO News

FEBRUARY 21, 2023

The Union Budget 2023 has lived up to the expectation of entrepreneurs, youth and the general public, with a focus on prioritizing infrastructure and investment, financial sector growth, inclusive development and youth empowerment.

Budgeting 52

Budgeting Prioritization Investments 52

CFO Talks

FEBRUARY 10, 2023

By Jeff Ryan , MD of AWCape, a Platinum Sage business partner for HR, payroll and financial solutions South Africa’s Budget Speech for 2023 is an eagerly anticipated event for CFOs and financial leaders alike, as it provides insight into the government’s economic priorities and plans for the year ahead.

Budgeting 52

Budgeting Profit and Loss Forecasting Prioritization 52

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. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Thought Leader

DECEMBER 1, 2023

Insights from Finance Leaders: Planning Ace CFO Lauren St. Planning Ace CFO Doug Lindroth of Tealium emphasizes the shift from closed data structures to open-book management, enabling deeper discussions on profitability and investments. is quickly emerging as FP&A’s ultimate silo busting partner.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

OCTOBER 9, 2022

As organizations implement new technologies and launch digital initiatives meant to modernize or wholly transform their operations, effective finance and IT collaboration can help to assure that the organization realizes positive outcomes from those investments. Invest in team-building efforts.

Finance 98

Finance Budgeting CFO Forecasting 98

Boston Startup CFO

APRIL 12, 2024

We will evaluate the cost implications, revenue projections, and profitability potential of your product offerings, enabling you to make informed decisions, prioritize investments, and align your roadmap with your financial objectives, ultimately leading to a more successful and financially sustainable product strategy.

Strategic Planning 40

Strategic Planning Planning Budgeting Prioritization 40

The Charity CFO

APRIL 22, 2024

In addition to communication, you can help reduce burnout by prioritizing employee wellness and mental health. Comparing your nonprofit budget to actual , for example, can help you better understand where resources are going. However, if that’s not in the budget you can provide appreciation by thanking employees.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

Centage

APRIL 12, 2022

In addition, 74 percent of finance leaders said that investing in technology projects is a top priority that will help them achieve that revenue growth year over year. . While over 60 percent wanted to focus on budgeting and forecasting, another 52 percent intended to invest resources into growth, acquisition, and reorganization.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

FEBRUARY 15, 2021

Source: The CFO Reimagined: from driving value to building digital enterprise. Moreover, on average, five functions other than finance now report to the CFO and 40% of CFOs spend most of their time on roles not directly related to finance. Are today’s CFOs ready for tomorrow’s demands on finance? References: 1.

Finance 130

Finance CFO Prioritization Budgeting 130

The Charity CFO

JUNE 7, 2023

Statement of Activities Financial Uses Assessing Revenue Sources : Analyze the various revenue sources of a nonprofit, such as donations, grants, program fees, and investment income. This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. accounts payable, loans).

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

The Finance Weekly

FEBRUARY 11, 2024

Significantly, budgets for Accounts Payable (AP) and Accounts Receivable (AR) systems also grew by 29%, proving that CFOs are prioritizing CFO Tech Budgets. To fix this issue, companies should consider investing in software that can automatically handle and monitor accounts receivable.

Accounting 52

Accounting Invoicing Accounts Payable Budgeting 52

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Without these tools in place, finance teams will fall behind in analyzing data and won’t be able to budget accurately for the future, causing teams to cut programs unnecessarily.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

The Charity CFO

MAY 19, 2023

By monitoring cash flow, nonprofits gain visibility into their financial health and can make informed decisions about resource allocation, budgeting, and planning. This involves tracking revenue from various sources (donations, grants, program fees, investment income etc.) Get the free guide!

Cash Management 52

Cash Management Nonprofit Compliance Budgeting 52

CFO Thought Leader

JULY 28, 2023

Novelis CFO Dev Ahuja highlights his efforts to ensure that finance plays a more prominent role in driving decisions and shaping outcomes across the organization. www.planful.com The post Top Priorities: Driving Value and Developing the Talent Pipeline appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

Leadership 52

Leadership CFO Budgeting Finance 52

CFO Network

SEPTEMBER 25, 2021

As the name suggests, financial analysis is the process of establishing financial policies, evaluating trends, and identifying key investments your business could make. This means that it pertains to creating and managing budgets, spending, revenue, and other financial nuances. Financial Analysis Is Crucial.

Financial Analysis 52

Financial Analysis Prioritization CFO Budgeting 52

Future CFO

AUGUST 1, 2023

Supriya Deka: The general features of financial applications include accounting, reporting & analytics, bank reconciliation, billing & invoicing, asset management, budgeting & forecasting, financial risk management, expense tracking, and payroll management.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

CFO News Room

JANUARY 8, 2023

Leaders will have to search for ways to do more with less, find value where innovations overlap, and strategically invest in technologies that are hitting a tipping point. When looking at how you plan to invest in technologies over the next year, try to think holistically and consider how they make work together to unlock new opportunities.

Budgeting 130

Budgeting Securities Economics Technology 130

CFO Simplified

MARCH 11, 2024

Clear performance metrics and goals should be defined, aligned with each of the company’s strategic objectives, and prioritized so not only the right “ingredients” are chosen but the whole “recipe” works together. Spend time understanding employee needs so you can maximize your benefit spend–however large or small your budget.

Communication 52

Communication Prioritization Leverage Healthcare 52

PYMNTS

OCTOBER 29, 2018

What emerged is a picture of CFOs prioritizing collaboration as part of their broader digitization efforts, with the rising need to look beyond financial data to reshape corporate finance. For example, 68 percent of CFOs said the biggest roadblock is that their CIO peers do not “speak the same language.”

CFO 58

CFO Corporate Finance Finance Risk Management 58

E78 Partners

APRIL 13, 2023

To capitalize on these strategic choices, PE firms need to invest in a strong CFO office, personnel hires, processes and systems, and consider partnering with a transaction advisor to build a platform for successful roll-up strategies. E78 Partners offers finance and technology solutions for PE firms pursuing roll-up strategies.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

AUGUST 15, 2023

For accountants, this means the profit-generating strategies and investment ideas you bring to the table are still applicable and can make a massive impact. The IRS report only pays attention to tangible monetary value which means things like in-kind services or unrealized gains/losses on investments are excluded.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Without these tools in place, finance teams will fall behind in analyzing data and won’t be able to budget accurately for the future, causing teams to cut programs unnecessarily.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

Future CFO

OCTOBER 23, 2023

Nearly two-thirds (63%) of respondents say their top focus area for investment is revisiting and refreshing the overall third-party management risk methodology used in the organization. Despite these challenges, most leaders indicated that they feel optimistic or neutral about managing third-party relationships moving forward.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

The Charity CFO

JANUARY 21, 2022

Fund accounting differs from for-profit accounting in that it prioritizes accountability, though it does add some complexity to the bookkeeping and accounting process. Permanently restricted are typically large donations that function as investment accounts or an endowment fund. Permanently restricted net assets .

Nonprofit 98

Nonprofit Accounting GAAP Accounting Principles 98

Fpanda Club

FEBRUARY 1, 2021

Young people usually choose their career in finance as it seems to be rather easy to measure success: there is a beaten path from an entry-level accountant/auditor or financial analyst to finance manager and later to CFO. New opportunities emerge in consulting with its developing CFO advisory services.

Finance 130

Finance CFO Communication Prioritization 130

Onplan

DECEMBER 16, 2021

Staying on top of your cash flow helps you figure out how long your funds will last so you can make smart decisions about where to invest and where to pare back your spend. Make sure you divide your cash flow in rows into 3 categories: Cash flow from operating activities Cash flow from financing activities Cash flow from investing activities.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

Onplan

DECEMBER 16, 2021

Staying on top of your cash flow helps you figure out how long your funds will last so you can make smart decisions about where to invest and where to pare back your spend. Make sure you divide your cash flow in rows into 3 categories: Cash flow from operating activities Cash flow from financing activities Cash flow from investing activities.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. TIPS are a type of U.S.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 30, 2022

We also have a number of articles on investments: Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding. Why a higher interest rate environment could represent a ‘sea change’ for investors in the years ahead.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 18, 2022

Though much work remains to be done to enact a progressive economic agenda, this midterm election showed clear signs of support for a policy agenda that prioritizes economic, racial, and gender justice for working families. Nebraska: Voters approved Initiative 433, which will increase the state’s minimum wage to $15 by 2026.

Economics 130

Economics Construction Prioritization Transportation 130

PYMNTS

SEPTEMBER 19, 2019

Liquidity and cash investment plans would be made by 10 a.m. In treasurers getting ready for the real-time world, budgets are a challenge and so are people skills, said Chakravarti. But, as digitization changes business models, investment is critical, with an eye toward the impact of real-time payments on treasury management.

Treasury 46

Treasury Cash Management Foreign Exchange Budgeting 46

Planful

APRIL 29, 2021

Agile FP&A involves prioritizing people over process, with a focus on continuous changes and proactive communication. To get started, Gartner’s Agile Finance Strategy CFO Toolkit provides some useful insights on how you can start thinking about agile financial planning. Ed Goldfinger , CFO at Quantum Metric, agrees.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Finance Analyzing Data 40

Future CFO

JANUARY 13, 2021

If given the chance to be CEO for a day, 76% of employees in Hong Kong would prioritize using innovative technology to improve their services to customers, while 73% would choose embedding effective communication and collaboration. Other survey highlights.

Prioritization 40

Prioritization Budgeting Communication Technology 40

BlueLight

AUGUST 21, 2020

Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own.

Planning 52

Planning Marketing Startups CFO 52

Planful

JANUARY 11, 2022

In 2018, McKinsey reported that CFOs who didn’t adopt digital innovations like artificial intelligence (AI) were in danger of falling behind their counterparts in IT and marketing. When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. What does this all mean?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

PYMNTS

SEPTEMBER 14, 2017

The CFO is the most commonly targeted professional in the enterprise when it comes to business email compromises, the report noted. Enterprises need to prioritize funds for effective security up front, as the cost of a breach is frequently more than a company’s budget can sustain,” he stated.

Invoicing 41

Invoicing B2B Prioritization Education 41