CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. The economic environment is changing, along with your customers and your competition. Financial Planning: Develop a robust financial plan. Here’s a quick review. The market isn’t static.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

Focus CFO

NOVEMBER 18, 2024

Building a powerful annual budget that aligns with your company's vision and strategic plans is crucial for success, especially as we head into 2025. This year presents unique challenges and opportunities, making a robust budgeting process more critical than ever. The budget must be closely aligned with these goals.

Budgeting 52

Budgeting Economics Benchmarking CFO 52

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. All business leaders make assumptions in order to develop strategies and plan for future circumstances.

Strategic Planning 52

Strategic Planning Planning Cash Flow Forecasting Forecasting 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. 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 Financial Analyst Compliance 130

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 relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

Financial Planning and Analysis (FP&A) 130

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

Michigan CFO

APRIL 25, 2025

Long-term, this combination of factors could make younger entrepreneurs more vulnerable during economic downturns or unexpected business setbacks. Financial professionals can provide essential support in budgeting, cash flow management, and strategic planning, helping bridge the financial literacy gap across generations.

Strategic Planning 40

Strategic Planning CFO Budgeting Financial Data 40

CFO Talks

NOVEMBER 21, 2024

First and foremost is financial acumen—understanding financial reporting, budgeting, forecasting, and compliance is foundational. However, transitioning to a CFO role requires a broader skill set beyond technical expertise. Strategic thinking is crucial.

CFO 98

CFO Leadership Problem Solving Communication 98

Spreadym

AUGUST 2, 2023

The basics of the corporate budgeting Corporate budgeting is the process by which a company or organization plans and allocates its financial resources to achieve its strategic objectives. These goals may include revenue targets, cost reduction objectives, expansion plans, and profitability targets.

Budgeting 52

Budgeting Forecasting Prioritization Strategic Planning 52

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

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. It answers questions like "How will we pay for our strategic initiatives?"

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Embark With Us

MARCH 20, 2025

Inconsistent data can lead to inaccurate or flat-out incorrect conclusions, affecting everything from budgeting to strategic planning. Implement an early warning system to detect financial discrepancies or budget overruns. Monitoring Steps: Set up periodic financial review meetings involving key stakeholders.

Healthcare 52

Healthcare Auditing Compliance Leadership 52

CFO Share

JULY 16, 2024

Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts. They analyze market trends and economic data to predict future financial performance and guide strategic decision-making. They ensure these decisions align with the company’s strategic objectives and financial goals.

Financial Planning and Analysis (FP&A) 98

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

CFO Thought Leader

JANUARY 27, 2024

This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through turbulent times and the importance of balancing short-term opportunities with long-term strategic planning.

Strategic Planning 52

Strategic Planning Leadership CFO Planning 52

CFO Talks

NOVEMBER 11, 2024

She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.

CFO 52

CFO Leadership Problem Solving Communication 52

PYMNTS

JULY 7, 2020

The Southeast Asian country’s national tax office announced it will impose a 10 percent value-added tax (VAT) on foreign global technology companies as the nation looks for ways to defray the costs of battling the economic effects of the COVID-19 pandemic, Reuters reported. The country’s total budget for 2020 is $177.6

Sales 56

Sales Strategic Planning Budgeting Compliance 56

CFO Share

AUGUST 22, 2024

CFO compensation increases with extensive experience in your industry, proven strategic planning skills, and a track record of driving financial performance. Whether you need strategic financial planning, budgeting, or financial restructuring, a fractional CFO can provide the expertise you need without the burden of a full-time salary.

CFO 52

CFO Restructuring Strategic Planning Budgeting 52

The Finance Weekly

JANUARY 8, 2024

It's not just about knowing your current financial situation, but also projecting into the future based on your plans. While company leaders can't control everything, such as market fluctuations and economic changes, they can influence expenses. Is Budgeting Different from Forecasting?

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 52

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. Here's more about who FP&A candidates are: Education: They often have a bachelor's degree in finance, accounting, economics, or a related field.

Financial Planning and Analysis (FP&A) 59

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

CFO Plans

SEPTEMBER 24, 2024

By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability. It involves predicting future financial outcomes by analyzing past and present financial data, market trends, and economic conditions.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 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. Proactive planning with a fractional CFO means affordable risk management during an economic downturn or cash crisis. As your business evolves, so does your financial strategy.

CFO 52

CFO Risk Management Cost Management Forecasting 52

Jedox Finance

JULY 3, 2019

FP&A has the opportunity to seed the strategic plan into daily operations, bringing alignment, flexibility and impact. To drive the right strategic choices across the value chain, FP&A must look more at leading indicators and business drivers rather than historical numbers.

Financial Planning and Analysis (FP&A) 52

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

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. Post Series B, it becomes a full-time job to support strategic planning. Especially in times like these, it’s very important for unit economics to be strong.

CFO 52

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

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 guide department heads, help with budgeting, and analyze financial data to steer the ship. She also nurtures relationships with customers, partners, and investors.

CFO 97

CFO Finance Forecasting GAAP 97

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. At the highest level, the CFO’s scope of work includes strategic management and leadership.

CFO 52

CFO Accounting Nonprofit General Ledger 52

Future CFO

AUGUST 30, 2021

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. What makes for a sought-after chief finance professional (CFO)?

Financial Planning and Analysis (FP&A) 52

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

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 Financial Modeling Forecasting 40

Trade Credit & Liquidity Management

APRIL 30, 2025

Why Planning Beats Just Doing It’s tempting to charge ahead, especially when the pressure is on. But without strategic planning, you’re left hoping for the best. Weaknesses : Limitations of existing systems or budget limitations, for example. There was a destination but no roadmap.

Forecasting 52

Forecasting Communication Strategic Planning Planning 52

Spreadym

JUNE 2, 2023

Rolling forecast is a financial planning and forecasting approach that involves continuously updating and extending the forecast based on the latest available data and information. This helps to ensure that plans and targets remain relevant and realistic throughout the year.

Forecasting 52

Forecasting Budgeting Communication Planning 52

Future CFO

JUNE 16, 2025

Amid the ongoing transformation in the business world brought about by varying factors such as economical shifts, regulatory adjustments, and market volatility, it is certain that the confidence to make swift changes to organisations' policies and workflow does not come in easily.

Profit and Loss 52

Profit and Loss Finance Reconciliations Forecasting 52

Boston Startup CFO

APRIL 3, 2023

Fractional CFOs can help integrate these elements into your startup’s overall strategy so you can bolster adaptability, optimize resource allocation, and ultimately position yourself for long-term success in an ever-changing economic environment.

Accounting 52

Accounting Accounting Principles GAAP Startups 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. This might involve setting aside a portion of the budget specifically for new projects or technologies, even if they carry a higher risk profile.

CFO 52

CFO Prioritization Leverage Risk Management 52

CFO Thought Leader

OCTOBER 16, 2024

McGuire finds the book especially helpful during busy times, such as year-end closings or strategic planning periods. For those seeking a clear introduction to Bitcoin’s economic significance, The Bitcoin Standard serves as a valuable resource.

CFO 52

CFO Leadership Prioritization Strategic Planning 52

CFO Talks

OCTOBER 1, 2024

Key Topics Discussed: Intangible Assets and Economic Growth: The significance of intangible assets such as software, data, intellectual property, and brand value in boosting productivity worldwide. The impact of intangible assets on long-term productivity and economic growth in South Africa.

Leverage 52

Leverage Investments Economics Accounting 52

Barry Ritholtz

MAY 7, 2024

You know, we look at these economic busts or these market crashes, and it’s obvious in hindsight what spectacular opportunities there they were. And she did a plan for me personally and answered the questions, can I retire? Like literally went through my budget, my spending, my potential spending and my investments.

Advertising 59

Advertising Startups Technology Investments 59

CFO Plans

APRIL 21, 2025

Founders and CFOs face the daunting task of realigning budgets while maintaining team morale amidst economic uncertainties. Start building a resilient financial future today with expert guidance Explore CFO Plans for tailored strategies.

Startups 52

Startups Risk Management CFO Communication 52

CFO Leadership

SEPTEMBER 28, 2021

But certainly it’s a good idea to share improvement plans and budgets with managers, as appropriate. > How to plan more effectively. Second, both groups agree that the top priority for finance should be improved financial planning and analysis, followed by providing better support for strategic planning processes.

Finance 93

Finance Financial Planning and Analysis (FP&A) Leadership CFO 93