Centage

MAY 23, 2022

The current economic circumstances haven’t just resulted in financial uncertainty for millions of Americans. They’ve also helped reveal the problems inherent in conventional budgeting methodologies. Read on to discover the benefits of rolling budgeting, rolling financial forecasting, and mid-year forecasts for your business.

Forecasting 98

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

CFO Talks

JANUARY 8, 2025

Economic changes, whether due to inflation, global disruptions, or evolving consumer behavior, require businesses to be agile and adaptable. Staying informed about economic trends, market shifts, and industry updates allows you to anticipate potential challenges and opportunities. Take employee training as an example.

Economics 52

Economics Leadership Budgeting Communication 52

Centage

JANUARY 17, 2023

As part of this process, the office of finance and department heads spend an immense amount of time creating, reviewing and approving the business’s budget for the fiscal year ahead – but it’s important that financial management doesn’t stop there. Budget vs Actual Statement – What It Is and What It Isn’t.

Financial Planning and Analysis (FP&A) 98

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

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 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

E78 Partners

MARCH 3, 2025

While overall 2025 economic conditions have been positive, tariffs, persistent interest rates and geo-political instability are creating uncertainty. Despite these favorable conditions, successful IPOs require meticulous preparation, robust financial reporting, and a governance framework that instills investor confidence.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFO News Room

DECEMBER 16, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial Examiner. Average salary: $81,410 per year.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

CFO Talks

MARCH 4, 2025

The world throws curveballs economic downturns, rising costs, and sudden shifts in customer demand. 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. Cut Costs But Smartly!

Budgeting 52

Budgeting Forecasting Invoicing Sales 52

E78 Partners

OCTOBER 30, 2024

Middle-market companies face increasing pressure to maintain their value edge in this competitive financial landscape. Changing economic conditions, technological advancements, and an increasing demand for quick decisions based on cross-functional data have fundamentally reshaped how businesses operate.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59

The Finance Weekly

FEBRUARY 23, 2022

A study by the University of Baltimore and Excel-based FP&A company, , DataRails , lays out the full economic costs of businesses sticking with manually prepared financial reports. billion is the first number that came out of the research and this represents the total amount of money lost by manual financial work.

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

Fpanda Club

SEPTEMBER 2, 2021

FP&A analyst, in turn, is a promising yet developing profession that can be interesting to graduates with finance, statistics, economics or business degrees as well as to finance professionals from adjacent disciplines. Planning, budgeting and forecasting are linked together forming financial planning processes.

Financial Planning and Analysis (FP&A) 130

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

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 69

Finance Communication Leadership Profit and Loss 69

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 52

Healthcare Auditing Compliance Leadership 52

Future CFO

NOVEMBER 17, 2022

This comes despite findings that suggest that visibility over cash flow and other financial metrics could be the key to businesses weathering the growing global economic storm, the firm added. Singapore: survey highlights.

Finance 96

Finance Financial Data Economics Budgeting 96

CFO Talks

NOVEMBER 21, 2024

First and foremost is financial acumen—understanding financial reporting, budgeting, forecasting, and compliance is foundational. In finance, being able to foresee shifts in the market, economic changes, and emerging business opportunities would be invaluable.

CFO 98

CFO Leadership Problem Solving Communication 98

Centage

JUNE 21, 2022

For most businesses, the current economic circumstances – and looking at what may lay ahead – haven’t just resulted in financial uncertainty, it’s also brought to light the inherent challenges with using conventional budgeting methodologies to track and anticipate future business performance. The answer?

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Detailed reports are crucial for performing predictive analysis and helping you gain essential insights into your data.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

The Finance Weekly

JANUARY 1, 2023

While this trend has been going on for quite some time, the pandemic, unstable supply chain, and rapidly changing inflation and economic conditions of 2022 have pushed people to take more control of their data. But FP&A software is a good upgrade no matter the economic conditions.

Finance 98

Finance Economics Compliance Forecasting 98

CFO Share

JULY 16, 2024

In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy. Purpose of the Role The controller ensures financial reporting compliance and accuracy while preventing and detecting fraud.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

The Charity CFO

MARCH 4, 2025

The landscape is shifting, donor trust is eroding, and economic uncertainty is threatening funding streams that once felt secure. See the full video interview here: Stop Playing DefenseFundraising is About Revenue Growth Too many nonprofits think the key to financial survival is slashing expenses. So, whats the game plan?

Nonprofit 52

Nonprofit CFO Budgeting Sales 52

Future CFO

AUGUST 7, 2024

Partnering with other C-suites executives To be able to adapt with the shifts, Ho takes note of the fact that CFOs often have a seat at the Board and are required to act as the CEOs' business partner working hand-in-hand to steer the company through the current economic climate. As opposed budgeting, I prefer to set ‘targets’', says Ho.

Data Analysis 98

Data Analysis CFO Budgeting Performance Measuring 98

Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. The end result is that you get the data you need faster for more accurate forecasts all without overburdening staff and increasing budgets. Financial visibility and control are essential to helping businesses stay profitable.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

CFO Talks

OCTOBER 15, 2024

Regulatory Compliance Regulatory risks—like changes in tax laws, financial reporting standards, or environmental regulations—can create significant headaches for CFOs. Incorporate data like payment history, customer industry health, and broader economic indicators.

Risk Management 95

Risk Management Compliance Forecasting Credit Risk 95

The Charity CFO

JANUARY 17, 2022

Your core financial reports, which we’ll look at below, exist to answer this one simple question– how much value has your organization created ? And it’s the core metric that outside observers will use to measure your organization’s financial value (and viability). Revenue is inflows that increase economic wealth.

Nonprofit 89

Nonprofit Accounting Profit and Loss Accounts Payable 89

Centage

DECEMBER 21, 2022

This is especially concerning as we look ahead to another challenging year of economic uncertainty. Select a tool that provides self reporting and fosters collaboration, so that other stakeholders can stress test their portion of the plan. Stress Test Your Budget. All plans, to a certain extent, are based on assumptions.

Financial Planning and Analysis (FP&A) 98

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

The Finance Weekly

JUNE 22, 2022

With a recession looming, many Fractional CFOs (FCFOs) are worried that they will lose their customers due to budget cuts. Scenario planning, forecasting, budgeting, headcount, and sales planning are no longer just part of a monthly checklist, rather they are the company blueprints for the short and long term survival of the organization.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

CFO Talks

AUGUST 15, 2024

Futuristic Finance: Strategic Thinking for Tomorrow’s CFO In an era where rapid technological advancements and global economic shifts are the norm, Chief Financial Officers (CFOs) are not just financial stewards but strategic visionaries. This helps in preparing the organization for unexpected changes in the market.

CFO 52

CFO Finance Problem Solving Budgeting 52

PYMNTS

FEBRUARY 18, 2020

India’s HDFC Bank has teamed up with Mastercard and SAP Concur to manage corporate travel and expense management, according to a report by The Economic Times. It will help to capture and consolidate accurate financial reporting to enable deep analysis for greater cost savings,” Singh said.

SAP 60

SAP Invoicing Compliance Budgeting 60

Future CFO

DECEMBER 31, 2021

According to Gartner , finance leaders anticipate a greater percentage of their time will be spent in improving flexibility of budgeting & forecasting (58%), closely followed by developing digital skills (56%) and redefining employee value proposition in hybrid environments. What does this mean to the finance and accounting team of 2022?

Leadership 98

Leadership Finance GAAP Forecasting 98

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Financial Modeling Budgeting 59

The Finance Weekly

MARCH 25, 2024

She led Oracle's transition to cloud computing which skyrocketed the company's industry status and has successfully guided Oracle through challenging economic periods. They also pitch in on major financial moves like mergers and fundraising. They guide department heads, help with budgeting, and analyze financial data to steer the ship.

CFO 97

CFO Finance Forecasting GAAP 97

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. and "What are our financial goals?"

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

The Finance Weekly

MAY 29, 2024

A study revealed that inefficiencies in the traditional FP&A role, like manual preparation of P&Ls, balance sheets, and cash flows, lead to an annual economic loss of $6.1 billion in economic potential remains untapped by overlooking growth opportunities in FP&A. Additionally, a further $1.7

Financial Planning and Analysis (FP&A) 52

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

VCFO

MAY 14, 2022

Elbert is a senior finance professional with nearly three decades of experience in financial reporting and analysis, banking and credit relationships, treasury-cash management, profit improvement, budgeting and forecasting, and e-commerce across multiple industries.

CFO 52

CFO Treasury Cash Management Leadership 52

The Charity CFO

JULY 19, 2024

The CFO role generally includes: responsible for the strategic direction and goal setting of a nonprofits accounting and financial management. Responsibilities typically include advanced analysis and reporting, budgeting, etc. The CFO generally works on high-level projects, such as creating a yearly operating budget.

CFO 52

CFO Accounting Nonprofit General Ledger 52

CFO Share

MAY 23, 2024

In the volatile world of small business financial management, staying afloat amidst economic fluctuations can feel like sailing into a perfect storm. In uncertain times, financial expertise isn’t a luxury – it’s a necessity for survival. This task is critical, especially when navigating tough economic times.

CFO 52

CFO Risk Management Cost Management Forecasting 52

Centage

JANUARY 19, 2024

Cost allocation (also called spend allocation) refers to the strategic distribution of financial resources within a business to optimize operational efficiency and maximize profitability. It involves the meticulous planning and budgeting of funds across various facets of the organization, such as departments, projects, or physical locations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Numbers 52

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Why Businesses Use Spreadsheets for Financial Forecasting. Risk of Errors. Minimal Collaboration Capabilities.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52