The Finance Weekly

FEBRUARY 23, 2025

Strong FP&A practices help finance teams improve data accuracy , use technology effectively, and make well-informed financial decisions. This leads to better budgeting, more reliable forecasting, and stronger financial stability. Improve steps by doing this: Monitor real-time financial performance to stay on track.

Financial Planning and Analysis (FP&A)

E78 Partners

MARCH 3, 2025

Despite these favorable conditions, successful IPOs require meticulous preparation, robust financial reporting, and a governance framework that instills investor confidence. Companies must ensure they are operationally, financially, and strategically ready for the transition to public markets.

Financial Planning and Analysis (FP&A)

The Finance Weekly

OCTOBER 29, 2024

Financial modeling can also help in performing sensitivity analysis, preparing budgets for capital expenditures, and evaluating the potential value of mergers or acquisitions. Forecasting - Estimating future financial outcomes based on historical data. Investment Evaluation - Assessing mergers, acquisitions, or new projects.

Financial Modeling

The Charity CFO

JANUARY 15, 2025

The Budget: A Source of Tension and Opportunity One of the primary sources of tension between finance and development is the budgeting process. Anderson and Morris agreed that the ideal scenario involves a collaborative approach, where key players from all departments contribute to the budget creation.

Nonprofit

The Charity CFO

FEBRUARY 20, 2025

Nonprofit budgeting may be a source of dread for many, but there are ways to make the process (and outcome!) A well-crafted budget is a reflection of your mission and a roadmap to financial sustainability. Start with Your Mission Your nonprofits budget exists to advance your mission. much better.

Nonprofit

CFO Talks

APRIL 15, 2025

Are decisions challenged when forecasts dont match operational realities, or is the budget treated as sacred regardless of whats changing on the ground? Accountability Is More Than Compliance Finance professionals are trained to be cautious. Compliance is non-negotiable, of course. Take reporting deadlines as an example.

Accounting

CFO Talks

NOVEMBER 21, 2024

Additionally, I worked for a South African company that exported its products internationally, giving me exposure to the complexities of global trade and compliance. What stood out to me most in these experiences is the importance of adaptability and cultural awareness.

CFO

CFO Talks

MAY 29, 2025

Reporting Rules That Make or Break Your Reputation Financial reporting is often thought of as the final step in the business process, the box to tick at the end of the quarter or financial year. They understand that reporting, when done right, is not just a reflection of past performance. But that time has passed.

IFRS

Future CFO

JUNE 19, 2025

Asset acquisitions, market entries, and decentralised operations demand more than technical expertise, as they require navigation around fragmented regulations, cultural complexities, and resource constraints while ensuring agility and compliance. Serve as a liaison between sales and compliance teams," Kozlov says.

Finance

Future CFO

MARCH 3, 2025

Repetitive tasks, such as financial reporting, are increasingly being automated, freeing up finance professionals to focus on strategic initiatives. A recent report by McKinsey estimates that automation could potentially displace up to 30% of work activities in finance and accounting.

Finance

Global Finance

AUGUST 5, 2025

” GenAI has transformed the company’s monthly financial reporting over 20 countries, covering profit and loss, receivables, and budgets. Forward-looking CFOs are budgeting for AI with a broader lens, focusing less on quick returns and more on sustainable efficiency and enablement. More is more when it comes to AI.”

Finance

The Charity CFO

MARCH 13, 2025

From federal grant compliance to donor transparency expectations, nonprofits must meet a growing list of financial integrity standards. If your organization doesnt have airtight financial oversight, youre at risk of losing funding. Master Your Budgeting Process Know exactly what your grants and funding coverand what they dont.

Nonprofit

The Charity CFO

DECEMBER 18, 2024

Compliance and Regulatory Requirements One of the most significant impacts of receiving federal funding is the increased scrutiny and compliance requirements. This audit goes beyond typical financial audits and examines programmatic compliance as well. Are you ready to expand? Get the free guide!

Nonprofit

CFO Talks

MARCH 20, 2025

So, how do you deliver tough financial truths without unsettling your stakeholders? Transparency Without the Trauma Openness about financial realities is not just about compliance, it is a core leadership responsibility. A CFO must be the voice of reason in financial discussions. Encourage strategic discussion.

Leadership

CFO Talks

AUGUST 7, 2025

Dancing with Chaos: Why Smart CFOs Say Yes to Unstructured Work For many years, the role of the Chief Financial Officer was defined by order, certainty, and structure. It was about budgets, forecasts, monthly closes, and audits. It can reduce the role to one of reporting and compliance, rather than strategy and leadership.

CFO

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A)

CFO Talks

MAY 14, 2025

For the Chief Financial Officer, integrity cannot be relegated to policy documents or compliance manuals. It must be lived, demonstrated, and embedded across every financial decision, every forecast, every conversation with the board. Does your team get rewarded for delivering on budget at any cost ?

Numbers

CFO Talks

MARCH 4, 2025

Here are seven key financial strategies to help you stay in control and thrive no matter whats on the menu. Ditch Rigid Budgets Stay Flexible Instead Imagine planning a long road trip. You map out your route, pick your stops, and set a budget for fuel. Thats why businesses need rolling forecasts instead of rigid budgets.

Budgeting

CFO Talks

JUNE 18, 2025

When there are compliance risks, cash flow problems, or gaps in accountability, bringing control into a smaller, more focused team can help create order and reduce risk. Giving them control over budgets, hiring, pricing, and strategy makes them more accountable and more motivated.

CFO

CFO Talks

JULY 8, 2025

Strategic Thinking Takes Time to Develop Financial reporting, budgeting, and compliance can be taught relatively quickly. It grows through exposure to complex decisions, observing how leaders respond under pressure, and reflecting on the long-term impact of financial choices.

Leadership

The Charity CFO

APRIL 1, 2025

This section outlines how to: Build the right team : CFOs, bookkeepers, and support roles Implement cloud-based accounting and payroll systems Shift to accrual-basis accounting for accuracy Ensure timely, consistent financial reporting These basics allow you to grow confidently without chaos behind the scenes. Get the free guide!

Nonprofit

CFO Talks

JANUARY 27, 2025

ESG is not just about compliance; it’s a framework for long-term business viability and resilience. Transparent Reporting: Overseeing the development of robust ESG reporting mechanisms to ensure transparency and compliance with evolving regulatory frameworks. But we operate everyone operates.

CFO

CFO News

JULY 24, 2025

PTI Published On Jul 25, 2025 at 09:03 AM IST Copy Link Share on WhatsApp Share on Linkedin Share on X Share on Telegram Share on Facebook New Delhi: Nitin Gupta , a retired IRS officer, has assumed charge as Chairperson of the National Financial Reporting Authority (NFRA).

Auditing

E78 Partners

JUNE 16, 2025

Inconsistent Financial Reporting and Controls: A lack of visibility into financial data, reporting cadence, or compliance frameworks can result in missed targets and stakeholder distrust. Early IT due diligence, followed by a structured integration plan, ensures scalability and data consistency from the outset.

Mergers and Acquisitions (M&A)

The Charity CFO

DECEMBER 23, 2024

No matter which direction you end up going, its crucial to understand the importance of payroll compliance. Human Resources Management : Assistance with hiring, onboarding, performance management, and compliance. PEO : Takes on much of the compliance burden, helping to mitigate risks associated with employment laws and regulations.

Nonprofit

The Charity CFO

OCTOBER 28, 2024

She stressed that HR mistakes can lead to severe financial penalties and legal troubles, underlining the importance of having the right expertise in place. Investing in Employee Development Despite budget constraints, Tiffany emphasized the importance of investing in employee development. Get the free guide!

Nonprofit

CFO Dive

AUGUST 11, 2025

Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An article from Sponsored How CFOs can win the finance talent war with AI-assisted planning Published Aug. TechTarget, Inc.s

Financial Planning and Analysis (FP&A)

CFO Dive

AUGUST 13, 2025

By Jim Tyson • June 17, 2025 Zach Gibson via Getty Images House committee votes to scuttle PCAOB, make SEC auditor watchdog Democrats on the Financial Services Committee condemned efforts to eliminate the PCAOB, quoting Republicans who championed creation of the board in 2002. You can unsubscribe at anytime. Registered in England and Wales.

Leverage

CFO Dive

JUNE 23, 2025

The focus on this topic has become magnified in recent years, as the net costs of tax changes are factored into budget deficits and increasing national debt. ET Unlocking Business Value Through CBAM Compliance Presented by studioID and SAP 26 JUN Webinar | 2 p.m. You can unsubscribe at anytime. Most Popular Intel alum to get $1.9M

Tax Planning

CFO Dive

JULY 10, 2025

Structured as a budget reconciliation package to bypass traditional filibuster rules, the bill consolidates policy priorities from 10 Senate committees into a single, sweeping legislative framework , according to an analysis by law firm Holland & Knight. You can unsubscribe at anytime. Registered in England and Wales. TechTarget, Inc.s

Mergers and Acquisitions (M&A)

CFO Dive

JUNE 16, 2025

An inefficient system can lead to cost overestimation, misguided decarbonization strategies, and non-compliance issues. Enable actual supplier emissions data collection First, it’s a matter of compliance. CBAM compliance also requires the purchase, management, and surrender of CBAM certificates. You can unsubscribe at anytime.

CFO

CFO Strategic Partners

APRIL 14, 2025

To weather these storms and keep moving forward, your financial strategy should include: Smart Budgeting – As you create your budget, look for opportunities to leverage data for strategic asset allocation, respond to market trends, and invest in initiatives like hiring, technology, or outsourcing.

Cash Flow Forecasting

CFO Dive

JULY 28, 2025

Most recently, we began working with a large manufacturing client that was in the middle of a multi-year ERP implementation with a projected budget exceeding $100 million. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime.

Technology

Embark With Us

MARCH 20, 2025

Aligning financial reporting systems, tracking and realizing efficiencies, and continuously monitoring financial performance are essential to support patient care and ensure the merged entity's success. Steps for Standardization: Conduct an audit of existing financial reporting and ERP systems in both organizations.

Healthcare

CFO Dive

AUGUST 4, 2025

Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. With the Trump administration embracing digital assets, finance leaders need to get educated on the potential risk and reward of cryptocurrencies and stablecoins. TechTarget, Inc.s

Leadership

CFO Dive

AUGUST 6, 2025

Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. By Maura Webber Sadovi • May 2, 2025 Latest in Strategy & Operations Voter confidence in U.S. Informa PLCs registered office is 5 Howick Place, London SW1P 1WG. TechTarget, Inc.s

CFO

CFO Dive

JULY 28, 2025

tariffs and foreign retaliation through Sunday pushed up the average tariff rate to 18.2% – the highest level since 1934, the Yale Budget Lab said Monday. household by $2,400, the Yale Budget Lab said. percentage point by the end of 2026, the Yale Budget Lab said. You can unsubscribe at anytime. The new U.S.

Investments