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

The Finance Weekly

MARCH 25, 2024

Big companies used to hog all the CFO action, but now even small and medium-sized businesses are jumping on the bandwagon. Why the sudden CFO craze? In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. Highest Paid CFOs in the World in 2024 1. Ianniello Joseph R.

CFO 97

CFO Finance Forecasting GAAP 97

Future CFO

JANUARY 7, 2024

To triumph over the expected and even the unexpected shifts, CFOs must be on the look out for the risks they are likely to face in the next 12 months. The evolution in the role As the CFO role expands, so does the influence of the finance function. These risks can turn into opportunities for growth and profitability if managed right.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. Investment Banker. One industry that tends to be recession-resistant is finance.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

Boston Startup CFO

FEBRUARY 1, 2023

Here are the top signs that your startup may need a fractional CFO. Preparing for fundraising If you are planning to raise funds for your startup, there are many pitfalls and unknowns. A CFO can help you create a plan that outlines how you will use the funds you raise, as well as how you will achieve your financial goals.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

The Charity CFO

JANUARY 12, 2024

Financial forecasts can then be used by nonprofit organizations for: Budgeting Strategic planning Fundraising Grant applications Even cash flow management While not always 100% accurate (especially in the unpredictable realm of nonprofits), a financial forecast can be extremely useful when it comes to informing decision-making and mitigating risks.

Nonprofit 52

Nonprofit Forecasting Budgeting Strategic Planning 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

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

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 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

The Charity CFO

NOVEMBER 23, 2022

They create and maintain financial records, prepare financial reports, and oversee the organization’s budget. They handle all payroll and accounting functions and manage investments and fundraising efforts. This background helps them provide oversight for and manage all forecasts, budgets, and investments for the organization.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. That’s where The Charity CFO comes in.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

The Charity CFO

JUNE 10, 2022

For example, if your organization has complex investments, you may want to add board members with investing expertise. . Therefore, they can help your nonprofit establish policies, develop robust budgets, and improve internal processes. . Every nonprofit should periodically develop a strategic plan.

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

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. Growth planning . Budgeting and forecasting.

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 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

By creating sophisticated financial models tailored to your specific needs, we will help you make informed decisions, evaluate investment opportunities, and assess various scenarios, empowering you to achieve sustainable growth and maximize profitability.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

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

Are you curious if you should make the investment into a new storefront or location? 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. How can a fractional CFO help with pricing and cost analysis?

Cost Analysis 52

Cost Analysis Advertising CFO Forecasting 52

Future CFO

JULY 25, 2023

What CFOs should educate CEOs and the board about Balancing future growth investments and CEO expectations while still tightly managing cost and cashflow, is the tightrope CFOs must walk in the back half of 2023, said Alexander Bant, Chief of Research with the Gartner Finance practice. “The How best do we secure capital?

CFO 52

CFO Education Restructuring Leverage 52

VCFO

JUNE 11, 2023

Ken has worn many hats in his career, including CEO, COO, CFO, and Chief Growth Officer. He knows how to tell a story and get stakeholders invested whether they are sophisticated investors or newly-acquired leadership teams.

CFO 40

CFO Advertising Startups Leadership 40

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?

Startups 52

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

The Charity CFO

AUGUST 28, 2023

This isn’t always a priority for dedicated nonprofit professionals, who may spend more of their time focusing on the issue or cause their group is involved with, as well as programming, donor relations, and event planning decisions. However, financially-minded folks are crucial for a variety of reasons. Get the free guide!

Nonprofit 52

Nonprofit Problem Solving Finance CFO 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

PYMNTS

MARCH 30, 2017

For a few years now, analysts have pointed to the evolution of chief financial officer (CFO) as a strategic member of the organization. Finding a solution to competing demands on the CFO presents an opportunity for innovation,” he said in a statement. There are other ways CFOs are being pulled in two directions, too.

CFO 51

CFO Strategic Planning Corporate Finance Risk Management 51

CFO Simplified

APRIL 15, 2022

Bringing Value Through CFO Insights. The prototype company had made a major investment in metal 3D printing. For the company, this was a huge investment but their clients saw it as an instruction manual on how to produce the prototypes themselves. The company has never created a budget for planning purposes.

Manufacturing 52

Manufacturing General Ledger Budgeting CFO 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. A collaborative approach can also vastly improve risk management.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

MARCH 20, 2023

Growth: likely a key point in any strategic plan and something that is the top of mind for many leaders. Brands who invest time and money into their brand and marketing are able to grow their presence and capture larger portions of the market, attracting and engaging donors. Marketing has been proven to work time and time again.

Nonprofit 52

Nonprofit Marketing Budgeting Strategic Planning 52

Planful

JUNE 15, 2017

How can the executive team best support and invest in the FP&A function? This was the focus of a recent Argyle/CFO webinar sponsored by Planful. It’s no longer just about pulling together the annual budget and reporting on variances. Investments in FP&A. How the Role of FP&A Has Changed. Learn More.

Financial Planning and Analysis (FP&A) 40

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

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. Another panelist highlighted their investment in inventory, as well as managing growth in the business. The takeaway? Learn More.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

https://trustedcfosolutions.com/feed/

SEPTEMBER 26, 2022

This year is coming to a close, and for many of us, that means it’s budgeting season. If you dread this time of year and the pressures of budget changes and new demands, you are not alone. Without a solid foundation to build your 2023 budget, you risk missing opportunities and losing revenue.

Budgeting 57

Budgeting Planning Strategic Planning Forecasting 57

CFO Simplified

FEBRUARY 13, 2022

While you may be on the fence about investing in a fractional CFO, it’s always productive to break down the pros and cons of your various options. Let’s break down a few ways a CFO can add value to your business. . What does a fractional CFO do? . Strategically plan for the company’s future .

CFO 52

CFO Strategic Planning Communication Forecasting 52

VCFO

MARCH 30, 2023

Products are eventually going to suffer if investments are not being made into improving their use, refining their aesthetics, and understanding who is using them. Innovation Innovation is closely related to product and service offerings. It’s easy to spot when a business spends little to nothing on product development.

Valuation 89

Valuation SAP Concentration Benchmarking 89

Future CFO

AUGUST 24, 2020

We train FP&A professionals to be specially equipped to mitigate uncertainty and make the numbers work to determine holistic strategic planning, budgeting, and forecasting that ties into the goals of the business.," FP&A professionals are accustomed to revisiting budgets and business forecasts under pressure.

Financial Planning and Analysis (FP&A) 52

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

VCFO

MARCH 17, 2023

Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business. A benchmark exercise can also provide insight here.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

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. You’re like, I know if I need to invest in something, right.

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52