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. Get the free guide!

Nonprofit

CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. As a CFO your influence extends beyond financial reports and budgets.

Leadership

CFO Talks

NOVEMBER 21, 2024

My interest in finance was sparked by a fascination with how financial decisions drive both business growth and sustainability. The ability to analyze numbers and translate them into actionable strategies has always intrigued me. It’s essential to learn how to effectively split your day between work and personal time.

CFO

CFO Talks

APRIL 15, 2025

Someone who knows the numbers inside out, can explain the movements, and understand what those numbers mean for the business. Are decisions challenged when forecasts dont match operational realities, or is the budget treated as sacred regardless of whats changing on the ground? Reports are produced. Packs are circulated.

Accounting

E78 Partners

MARCH 3, 2025

The IPO market has also seen a resurgence, with 13 IPOs each aiming to raise $100 million or more filed in January 2025 alone , marking the highest number of sizable IPO filings in a single month since early 2022. Companies must ensure they are operationally, financially, and strategically ready for the transition to public markets.

Financial Planning and Analysis (FP&A)

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. Repetitive tasks, such as financial reporting, are increasingly being automated, freeing up finance professionals to focus on strategic initiatives. The finance function is undergoing a seismic shift.

Finance

CFO Talks

JUNE 3, 2025

He instructs his managers to spend no more than 10 percent of their time on accounting and the rest interpreting what the numbers mean. This approach also includes automating financial reporting and implementing a statistics unit to generate commercialised insights for stakeholders, a potential revenue stream in itself.

Leadership

CFO Talks

MARCH 20, 2025

Talking Money Without Causing Panic Numbers tell the truth, but how you communicate with them determines how they are received. As a CFO, your role goes far beyond reporting figuresyou shape strategic decisions, guide leadership, and influence confidence in the business. A CFO must be the voice of reason in financial discussions.

Leadership

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

Musings on Markets

DECEMBER 11, 2024

The second is valuation , a class about how to value or price almost anything, with a tool set for those who need to put numbers on assets. All in all, I know that some of you are budget-constrained, and others of you are time-constrained, and I hope that there is an offering that meeting your constraints.

Valuation

CFO Talks

APRIL 8, 2025

Holding an MSc, BSc, and FCCA qualification, Julius has made a remarkable impact in the finance sector, earning multiple prestigious awards, including the Chief Finance Officer of the Year Sustainability Award (2023) and the Financial Reporting Award (2023). 0600hrs How do you spend the first hour of your day?

CFO

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 10, 2025

You may be technically excellent, have a sharp grasp of reporting standards, and maintain control of every budget, but if your ability to lead and think does not extend to your team, you are leaving the business exposed. Apply the same discipline you use for financial reporting or audit preparation.

Auditing

CFO Talks

JULY 8, 2025

They do not just understand the numbers. They understand the story behind the numbers. Strategic Thinking Takes Time to Develop Financial reporting, budgeting, and compliance can be taught relatively quickly. It creates leaders who do not just manage numbers. This connection to the business is powerful.

Leadership

CFO Talks

JUNE 18, 2025

With one version of the numbers and fewer layers of decision-making, it becomes easier to stop overspending, apply controls, and deal with urgent financial issues. Giving them control over budgets, hiring, pricing, and strategy makes them more accountable and more motivated. However, centralisation is a short-term solution.

CFO

CFO Talks

JANUARY 27, 2025

And they should provide budget for their CFOs in time. I once did a analysis of the IFRS Foundation’s budget. So that’s a little bit about my journey. Maybe it should be in their contracts that they should participate in those things. Because stand aloof and away from it, and then that is not an answer.

CFO

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)

CFO Talks

DECEMBER 5, 2024

Ask Why, Not Just How Traditionally, CFOs focus on the “how”—how to manage cash flow, how to meet budgets, or how to achieve targets. Financial reporting: Is it telling the full story, or just what’s easy to measure? Here’s how curiosity can transform the CFO role and lead to meaningful business growth.

Leverage

The Charity CFO

FEBRUARY 12, 2025

According to Sheri’s research, organizations that can quantify and communicate how they’re changing lives are 68% more likely to win grants compared to those who only report on outputs (e.g. number of people served). Book a FREE consultation here Do You Struggle to Make Sense of Your Financial Statements?

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

JULY 10, 2025

Samuel Corum via Getty Images The recently-enacted “ One Big Beautiful Bill Act ” could help lift sagging merger-and-acquisition volume numbers by creating a more attractive environment for dealmaking on the U.S. The total number of U.S. You can unsubscribe at anytime. tax policy front, analysts said. Registered in England and Wales.

Mergers and Acquisitions (M&A)

The Charity CFO

MARCH 4, 2025

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. And sure, being responsible with the budget matters. Book a FREE consultation here Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit

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

The Charity CFO

MAY 12, 2025

Theyre the people who spot errors in a sea of numbers and ensure the books are airtight and audit-ready. Trying to combine this role with the CFO function often fails because bookkeeping is structured and rule-bound , while financial leadership requires a more strategic, creative, and big-picture thinker. Get the free guide!

Nonprofit

CFO Dive

AUGUST 5, 2025

After release of the less-than-forecast employment numbers, President Donald Trump fired the BLS commissioner, alleging that the bureau “rigged” the data. Consumers already face an average tariff rate of 18.3%, the highest since 1934, the Yale Budget Lab said Friday. You can unsubscribe at anytime. during the second quarter.

CFO

CFO Dive

JUNE 17, 2025

With more C-suite, investor and board-level focus on AI and bigger budgets supporting the efforts, technology leaders are under pressure to get the formula right, from picking a scalable, beneficial use case to tracking its success post-deployment. You can unsubscribe at anytime.

CFO

CFO Dive

JULY 29, 2025

Dive Insight: The plan, announced on July 23, outlines a number of steps the administration intends to take to drive AI innovation in the U.S., A number of states have already enacted AI legislation governing safety and high-risk uses of AI, including Colorado, New York and Texas, they said. You can unsubscribe at anytime.

Planning

Centage

MARCH 2, 2022

To achieve this, you need a cloud-based financial reporting software that can support frequent forecasting, scenario planning, and reporting. While accuracy in reporting remains a top priority for CEOs, efficiency and speed follow close behind. Financial Reporting & Analytics Made Easy.

Financial Reporting

CFO Talks

OCTOBER 10, 2024

Finance and Strategy: Making Numbers Work for Your Vision Imagine this: Your company has a fantastic vision—perhaps it’s to dominate a new market, launch a groundbreaking product, or grow your team and profits. It’s about making sure your numbers don’t just add up but drive your company toward its ultimate goals.

Numbers

Centage

DECEMBER 15, 2022

Why Accurate and Granular or Detailed Financial Reporting is Imperative During Times of Volatility. Which is why today it’s more important than ever to have a strong, accurate financial reporting process so you can make key decisions for your business in the days, weeks and months ahead. Beyond Static Reports.

Financial Reporting

Centage

SEPTEMBER 14, 2021

When it comes to business budgeting and planning, traditional spreadsheets are labor-intensive, prone to errors, and static, so it can be difficult to get a clear view on your current and future financial position. With the fast pace of business change, CFOs need accurate financial information to make informed decisions on the fly.

Budgeting

Centage

JULY 25, 2023

Though some businesses rely on Excel for budgeting and financial management needs, the software has some notable disadvantages that may make it a less-than-optimal solution for your business. If a member of your team accidentally enters inaccurate data, this could throw off your company’s entire budget.

Budgeting

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

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

Centage

DECEMBER 7, 2022

the maker of QuickBooks Online Advanced, to bring automated budgeting, forecasting, reporting and analytics capabilities to QuickBooks Online Advanced customers and mid-market organizations looking for more robust and streamlined budgeting capabilities. Real-time reporting – specifically around variance reporting, and alerting.

Budgeting

Collectiv

NOVEMBER 16, 2021

The most valuable indicators of the financial health and position of an organization are the metrics that are tracked in financial statements—Balance Sheets, Profit and Loss Statements, Cash Flow Statements, Account Receivables, and more. Financial reporting is meant to give stakeholders an accurate depiction of a company’s finances.

Financial Reporting

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)