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

CFO Talks

NOVEMBER 27, 2024

Create a “priority budget” that focuses on essential spending. Automate routine tasks: Use software to handle things like expense tracking, financial reporting, or payroll. This insight helps you decide whether to adjust budgets or wait it out. Build a safety net: Aim to have a cash reserve for emergencies.

CFO

CFO Talks

JANUARY 8, 2025

For instance, when inflation rises, some businesses instinctively slash budgets across the board. Cutting this budget may save money in the short term, but it risks creating a skills gap that hinders future growth. Leverage Technology for Efficiency In the face of economic challenges, efficiency becomes critical.

Economics

CFO Talks

NOVEMBER 21, 2024

My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization. First and foremost is financial acumen—understanding financial reporting, budgeting, forecasting, and compliance is foundational.

CFO

CFO Talks

JUNE 3, 2025

This approach also includes automating financial reporting and implementing a statistics unit to generate commercialised insights for stakeholders, a potential revenue stream in itself. But in reality, budgets change overnight, and funding isn’t always predictable or delivered as expected. I can really relate.

Leadership

Future CFO

JUNE 19, 2025

Harmonising financial reporting and compliance Finding the balance between financial reporting and compliance across multiple jurisdictions, while trying to comply to global standards such US GAAP and IFRS with local tax regimes and regulatory requirements without overburdening local teams can be such a huge task for many organisations.

Finance

E78 Partners

OCTOBER 30, 2024

To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). Creating a ‘Single Source of Truth’ for Financial and Operational Data Accurate and reliable financial information is essential.

Financial Planning and Analysis (FP&A)

CFO Talks

JUNE 20, 2025

Currently serving as Group Chief Financial and Risk Officer at Link Africa and Interim CEO at BitCo Telecoms, Rajesh plays a pivotal role in capital raising, risk governance, M&A strategy, and financial transformation. Serving as Group Head of Reporting (UK) at Liquid Telecom, where I helped standardise reporting across regions.

Mergers and Acquisitions (M&A)

The Charity CFO

MARCH 13, 2025

Establish clear approval processes for all financial transactions, including vendor payments and employee reimbursements. Pro Tip: Leverage expense approval tools to ensure all vendor invoices and credit card transactions are reviewed and approved at the appropriate levels. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit

The Finance Weekly

FEBRUARY 26, 2025

Prophix aims to address these challenges by offering advanced, cloud-native financial planning solutions. Prophix is an enterprise financial management software designed to streamline budgeting, planning, reporting, and analysis. Charting and Graphing Tools Create interactive financial visuals to support decision-making.

Financial Planning and Analysis (FP&A)

CFO Talks

DECEMBER 5, 2024

The Inquisitive CFO: Leveraging Curiosity for Company Growth Curiosity is often overlooked as a professional skill. Yet, for a Chief Financial Officer (CFO), curiosity can be a secret weapon to drive company growth. Financial reporting: Is it telling the full story, or just what’s easy to measure?

Leverage

The Charity CFO

FEBRUARY 12, 2025

On this episode of A Modern Nonprofit Podcast, host Tosha Anderson welcomed Sheri Chaney Jones , CEO and Founder of SureImpact , to discuss how nonprofits can leverage data to better engage donors and stakeholders. Book a FREE consultation here Do You Struggle to Make Sense of Your Financial Statements? 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. You can unsubscribe at anytime.

Financial Planning and Analysis (FP&A)

CFO Dive

JUNE 23, 2025

Specifically, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), leveraged the Tax Code to drive economic support to businesses in the form of employee retention tax credits, increased interest expense deductions, and net operating loss carryback rules, among others. You can unsubscribe at anytime. TechTarget, Inc.s

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. “For You can unsubscribe at anytime. Registered in England and Wales.

Mergers and Acquisitions (M&A)

CFO Strategic Partners

APRIL 14, 2025

Do More With What You Have Leverage CFO Leadership Build A Strong Financial Foundation Update Your Technology Track The Right KPIs Position Your Business Effectively for Investment Companies that achieve their objectives and outperform their competitors – know how to seamlessly blend strategy and execution in the pursuit of their goals.

Cash Flow Forecasting

CFO Dive

JUNE 16, 2025

Ensure auditable reporting and compliance The CFO needs to work with other functions like corporate financial reporting, regulatory compliance, tax, treasury, and legal to ensure timely, auditable reporting and financial accounting. You can unsubscribe at anytime. Registered in England and Wales. TechTarget, Inc.s

CFO

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. Look for opportunities to simplify your processes to leverage the technology’s leading practices whenever possible. You can unsubscribe at anytime. TechTarget, Inc.s

Technology

CFO Dive

JUNE 24, 2025

Senate on Saturday, a senior member of the Senate Budget Committee announced. the Senate Budget Committee’s ranking member. The rule prevents the Senate’s budget reconciliation process — intended for easing passage of priority tax and spending bills — from being used for unrelated policy changes. You can unsubscribe at anytime.

CFO

Centage

NOVEMBER 16, 2022

Recognizing that organizations with access to and insights into the most data have the best chance of weathering the downturn, savvy business owners are taking steps to improve their financial reporting. Key Financial Reports to Run. The Importance of Automated Financial Reporting.

Financial Reporting

Centage

JANUARY 4, 2022

It’s that time of year again when many organizations are busy setting business objectives and planning budgets for the next fiscal year. Part of that effort requires a deep dive into the overall financial health of your organization. There’s no denying these factors play a major role in an organization’s overall long-term success.

Financial Reporting

Centage

DECEMBER 1, 2021

Once upon a time, businesses were satisfied with creating an annual budget. You used your budget as a measuring stick to gauge performance against assumptions made months ago. If your board asked you to run new numbers based on fresh assumptions, it took you days or weeks to create a new set of reports. Watch Demo.

Forecasting

CFO Plans

JUNE 27, 2024

By leveraging tailored financial solutions, companies can drive growth and navigate the financial landscape with confidence. Customized Financial Reporting for Better Decision Making Every business has unique financial needs and goals. Discover how customized accounting can transform your business.

Financial Reporting

The Charity CFO

FEBRUARY 27, 2024

Budget tracking is the process of monitoring your nonprofit’s income and expenses to ensure they stay within your planned budget. Effective budget tracking is essential to financial transparency, efficient resource allocation, and strategic planning for your nonprofit.

Nonprofit

The Charity CFO

MARCH 29, 2024

One of the best ways to get a quick read on your organization’s financial health is to compare your nonprofit budget to actual performance. A budget to actual analysis helps you look at your estimated revenue and expense versus what your organization actually saw. This helps improve donor confidence in your organization.

Nonprofit

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have. What is financial reporting software?

Financial Reporting

The Charity CFO

JUNE 26, 2024

Dana and Tosha’s conversation today will focus on digital marketing and how this tool can be leveraged, especially in nonprofit organizations, to assist in fundraising. The other side is the intentionality of business planning with a marketing budget in mind. Marketing is a fun game in the business world. Get the free guide!

Nonprofit

Planful

MARCH 18, 2019

The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. FP&A teams can do so by leveraging these four essential types of financial reports techniques. Department Budget vs. Actual Reports.

Financial Planning and Analysis (FP&A)

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)

The Finance Weekly

OCTOBER 13, 2021

Compliance: Abide by laws regarding environmental regulations, financial reporting, etc. CPM software includes budgeting, forecasting and planning functions, as well as graphical scorecards and dashboards to deliver and to display corporate information. Internal: Employee experience and quality of company management.

Financial Planning and Analysis (FP&A)

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A)

CFO Plans

SEPTEMBER 24, 2024

For instance, consider a local bakery that leveraged financial advisory services to streamline their expenses and increase profitability by 20% within a year. These professionals can help you develop a robust financial strategy, ensuring that your business remains profitable and compliant with tax regulations.

Tax Planning

CFO Plans

SEPTEMBER 24, 2024

Robust financial management is not a luxury but a necessity. Yet, many budding entrepreneurs face the challenge of budget constraints, making it difficult to hire a full-time CFO. Enter affordable virtual CFO services—a game-changer that offers scalable financial strategies tailored specifically for startups.

Startups

Future CFO

AUGUST 7, 2024

"Orchestration at this level includes education, influencing, execution project management and performance reporting and other." "As As opposed budgeting, I prefer to set ‘targets’', says Ho. Budgets encourage a ‘fixed mindset’ and caps under which we operate. There is a fine line between the two but a very necessary one.

Data Analysis

CFO Plans

SEPTEMBER 24, 2024

Discover Scalable Accounting Solutions Small Business Financial Advisory Lays the Foundation When launching a startup, every financial decision counts. Small Business Financial Advisory services provide the foundational support needed to navigate initial financial hurdles.

Startups

CFO Plans

JUNE 13, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. These part-time financial experts provide strategic guidance without the hefty price tag of a full-time CFO, making high-level financial leadership accessible to all businesses.

CFO

CFO Plans

JUNE 7, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. These part-time financial experts provide strategic guidance without the hefty price tag of a full-time CFO, making high-level financial leadership accessible to all businesses.

CFO