The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.

Financial Modeling

Collectiv

JANUARY 24, 2025

For organizations leveraging Microsoft Fabric , Power BI becomes even more powerful. For example, automate a variance analysis report or create a simple budget forecasting dashboard to save time and improve accuracy. Whether adjusting forecasts or analyzing performance, your team can respond quickly to changing business needs.

Financial Planning and Analysis (FP&A)

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. Our CSR efforts are guided by defined policies and a dedicated budget. My time at Coca-Cola Tanzania was a pivotal experience in my career.

Finance

CFO Talks

MARCH 13, 2025

Now, picture the opposite: instant access to real-time financial insights, automated compliance checks, and AI-driven forecasts guiding your next move. Predictive analytics can also help companies forecast future trends, allowing them to prepare for risks and opportunities ahead of time.

Financial Reporting

CFO Talks

NOVEMBER 27, 2024

Update your forecasts regularly: Use rolling forecasts that are updated monthly or even weekly. Create a “priority budget” that focuses on essential spending. This insight helps you decide whether to adjust budgets or wait it out. This allows you to adjust for changes quickly.

CFO

Future CFO

FEBRUARY 16, 2025

As Asian organisations pivot toward data-driven finance, CFOs must leverage advanced analytics, AI, and unified data strategies to secure competitive advantages while addressing regional challenges. Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning."

Finance

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

The Finance Weekly

NOVEMBER 19, 2024

They have recently launched their 4th Generation FP&A Tool – Abacum Intelligence – which incorporates advanced AI capabilities for forecasting, report summaries, and AI-driven recommendations. AI Forecasting This feature allows for the rapid generation of forecasts based on actual data, significantly transforming the planning workflow.

Financial Planning and Analysis (FP&A)

CFO Thought Leader

DECEMBER 10, 2024

Predictability means setting realistic forecasts, tightening pipeline management, and increasing confidence in decision-making. He understands the pain and challenges of IT and security professionals who deal with exponential growth in machine datadata that expands at a 28% CAGR while budgets remain flat.

CFO

CFO Talks

APRIL 17, 2025

The most progressive finance teams are investing in business intelligence capabilities, leveraging dashboards, scenario models, and rolling forecasts to guide resource allocation in real time. Shifting from static reporting to dynamic forecasting and real-time analytics.

CFO

CFO Talks

JUNE 3, 2025

To counter this, Innocent and his team use agile forecasting frameworks, scenario modelling, and real-time analytics. The United Kingdoms National Audit Office has advised public entities to adopt rolling forecasts and scenario-based planning, particularly in uncertain environments. Innocent, welcome to the CFO Club Podcast.

Leadership

KG Virtual CFO

JULY 21, 2025

This guide presents actionable strategies—defining cash flow, optimizing inflows and outflows, forecasting future needs, leveraging technology and virtual CFO services, building liquidity reserves, and tackling common cash flow problems. Consolidate vendors to leverage volume discounts and streamline processes.

Cash Flow Forecasting

Global Finance

JUNE 13, 2025

Banking-app enhancements include budget management, onboarding processes, and the use of telemetry to enhance business management and data utilization. AI remains a critical enabler, driving innovation in areas such as chatbots, risk monitoring and detection, algorithms, automation, and internal GenAI customer service assistance.

Finance

CFO Plans

FEBRUARY 9, 2025

Effective Budgeting for Seasonal Downturns Effective budgeting is the cornerstone of financial planning for slow seasons. Picture a family-owned restaurant meticulously planning its budget, accounting for reduced foot traffic during the off-peak season. Imagine a vineyard investing in technology for seasonal demand forecasting.

Budgeting

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

Future CFO

MARCH 5, 2025

Digital transformation emerges as the top priority for finance professionals, focusing on enhancing financial planning and budgeting, optimising ERP systems, and improving data integration. In the study, 72% of respondents say their organisation is prioritising the digitalisation of their financial planning and budgeting.

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). Potential exits require unique profit, cash and capital insights when tracking performance and forecasting growth.

Financial Planning and Analysis (FP&A)

Future CFO

AUGUST 6, 2025

Flexible budgeting complements these buffers. Forecast cash flow Predicting cash flow amid unpredictable lead times and input prices demands a new toolkit. Jose champions dynamic forecasting models that are updated weekly using real-time data, ranging from fuel indices to customs clearance times. “A Reshore or nearshore?

Forecasting

E78 Partners

JANUARY 29, 2025

By leveraging the power of AI and automation, businesses can take control of their tech spending, reduce inefficiencies, and realize substantial cost savings. Forecasting and budgeting: AI can predict future technology expenses based on historical data, allowing organizations to make more accurate financial plans.

Technology

CFO Thought Leader

JANUARY 6, 2025

If I was to give you a little bit more color on what that means, we leverage demand forecasting to help businesses schedule the right number of employees at the right time. This is where we can automate shift creation based on sales data, budgets, and staffing needs.

CFO

CFO Plans

MAY 5, 2025

Leveraging Technology for Financial Management In today’s digital age, technology is a crucial asset for effective financial management for hospitality leaders. Advanced software solutions for budgeting, forecasting, and real-time financial tracking empower business owners to make fast, data-driven decisions.

Strategic Planning

The Finance Weekly

FEBRUARY 26, 2025

Prophix is an enterprise financial management software designed to streamline budgeting, planning, reporting, and analysis. The platform enables cash flow management, balance sheet analysis, and financial forecasting, making it an ideal tool for finance teams looking for an integrated planning system.

Financial Planning and Analysis (FP&A)

Future CFO

JUNE 19, 2025

To prevent the overburdening in local teams, what I found effective (and) is a critical factor is leveraging new technology to automate the conversion between local and global reporting standards," he says. Basic intelligence tools such as Power BI can streamline the process, reducing manual effort."

Finance

CFO Talks

JUNE 20, 2025

He has developed advanced budgeting and project finance models and led large-scale system implementations to drive operational excellence. A Certified Financial Officer (SA) and IT network engineering graduate, Rajesh leverages his diverse background to champion data-driven decision-making and agile leadership in the finance space.

Mergers and Acquisitions (M&A)

CFO Talks

JANUARY 6, 2025

During the conversation, they were introduced to a treasury expert who had successfully implemented dynamic cash flow forecasting tools. For example, a South African CFO once assisted a fellow executive by sharing insights into their budgeting software implementation. The advice helped the executive save significant time and resources.

CFO

Musings on Markets

FEBRUARY 8, 2025

First, I use industry average betas, adjusted for leverage, rather than the company regression beta, because because the averages (I title them bottom up betas) are significantly better at explaining differences in returns across stocks. If you are valuing a mature US company at the start of 2025, and you are in a hurry (and who isn't?)

Hurdle Rate

CFO Talks

NOVEMBER 11, 2024

The challenge of financial forecasts based on quantitative data was both stimulating and rewarding. This includes proficiency in budgeting, forecasting, and financial modelling to make informed strategic decisions. Leverage Technology: Use technology to streamline tasks and improve efficiency.

CFO

Beacon CFO Plus

JULY 2, 2025

They spot patterns, forecast cash flow, and identify opportunities you can’t see in the rearview mirror. When you’re not leveraging CFO services, you might be: Saying yes to the wrong projects Saying no to the right ones Missing the chance to scale with confidence 2. Here’s what it’s really costing you: 1.

CFO

CFO Strategic Partners

MARCH 28, 2025

Instead of being organized as separate entities, Acclarity will operate as one organization, effectively leveraging the expertise of its entire team across the nation. Acclarity offers a comprehensive suite of strategic accounting advisory services for the Office of the CFO of growing businesses.

Auditing

Collectiv

JANUARY 26, 2025

Microsoft Fabric isnt just a toolits a solution to the everyday struggles of managing and leveraging data effectively. Simplified Planning and Forecasting Fabric’s integration with Power BI unlocks advanced planning features, such as write-back capabilities, enabling teams to adjust forecasts and budgets dynamically.

Budgeting

CFO Plans

FEBRUARY 17, 2025

Regular financial reviews, cash flow forecasting, and contingency planning are essential components of managing business growth effectively. Exploring Growth Management Solutions Leverage technology and financial tools to automate processes and streamline operations. Partner with CFO Plans for expert financial planning.

Cash Flow Forecasting

CFO Strategic Partners

APRIL 14, 2025

Spend – Do you have a well-developed budget that directs your spending every month? Effective budgeting requires you to get cozy with key data points like year-over-year trends, fixed and variable expenses, profit margins, cash flow data, sales numbers, and departmental needs.

Mergers and Acquisitions (M&A)

CFO Talks

MAY 6, 2025

It shapes forecasting accuracy, sharpens strategic alignment, and allows finance to operate not in isolation, but as the nerve centre of the business. A lack of collaboration costs moneythrough misaligned goals, rework, poor forecasting, and missed opportunities. If you’re still thinking collaboration is HRs job, think again.

Cash Flow Forecasting

Barry Ritholtz

MARCH 14, 2025

Fortunes & Frictions ) Trumps Policies Have Shaken a Once-Solid Economic Outlook : Economic forecasts have deteriorated in recent weeks, reflecting the upheaval from federal layoffs, tariff moves and immigration roundups.( Morgan Stanley doesn’t know. UBS doesn’t know. I don’t know. You don’t know.

Economics

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

Barry Ritholtz

MARCH 17, 2025

They’ve made forecasts, they’ve made predictions about what will and won’t happen, and none of it’s come true. And he’s this old British guy who was, you know, quite famous in England as a policy advisor and an economic forecaster. He was known as one of the, I think seven wise men. We shared a wall.

Budgeting

CFO Dive

JUNE 16, 2025

Forecast CBAM impact and budget for compliance The purchase of CBAM certificates carries a significant financial impact. Budgeting for this impact and other CBAM-related costs like software licenses and supplier initiatives fall squarely on the CFO’s shoulders. In February 2023, it reached an all-time high at just over €100.

CFO