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 52

Cash Flow Forecasting Forecasting CFO Invoicing 52

E78 Partners

JUNE 12, 2025

They centralize finance and HR, modernize IT systems , renegotiate vendor agreements, and apply zero-based budgeting to evaluate spend from the ground up. Firms that prioritize this from the outset build more resilient, scalable operations. Private equity firms that prioritize execution, not just strategy, see stronger outcomes.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

CFO Talks

NOVEMBER 11, 2024

Once I have a clear picture, I prioritize the challenges based on their impact and urgency. This includes proficiency in budgeting, forecasting, and financial modelling to make informed strategic decisions. Prioritize Tasks: Use tools like to-do lists or digital planners to prioritize tasks based on urgency and importance.

CFO 52

CFO Leadership Problem Solving Communication 52

The Charity CFO

MARCH 13, 2025

Pro Tip: Leverage expense approval tools to ensure all vendor invoices and credit card transactions are reviewed and approved at the appropriate levels. Master Your Budgeting Process Know exactly what your grants and funding coverand what they dont. Misallocating funds can lead to compliance violations and loss of trust from funders.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

E78 Partners

MAY 14, 2025

IT Cost Optimization: Streamlining for Efficiency In recent years, technology budgets have risen significantly, making cost optimization a critical focus for private equity firms. Portfolio companies that leverage advanced digital capabilities achieving 2030% higher valuations due to enhanced operational efficiency and scalability.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

CFO Plans

FEBRUARY 17, 2025

Prioritizing the Management of Business Growth Establish a robust growth management framework. Exploring Growth Management Solutions Leverage technology and financial tools to automate processes and streamline operations. This plan should include cash flow projections, budgeting, and risk management strategies.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

CFO Strategic Partners

APRIL 14, 2025

5 Reasons to Prioritize Financial Literacy Poor financial literacy negatively impacts overall business performance, financial decision-making, fundraising, M&A, and much more. Spend – Do you have a well-developed budget that directs your spending every month?

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

Global Finance

FEBRUARY 4, 2025

Frank Tezzi: Banks face complex headwinds in the current climate, including heightened customer and compliance expectations, rising IT and operational costs, reduced budgets, and evolving product needs. This allows banks to focus on their market differentiators while ensuring they are on modern platforms that meet future product needs.

Finance 52

Finance Compliance Prioritization Leverage 52

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. The Shift Towards Impact Investing Sheri highlighted a significant shift in the nonprofit world over the past two decades.

Nonprofit 52

Nonprofit Leadership Communication Prioritization 52

Bramasol

FEBRUARY 18, 2025

This requires a deep understanding of business processes, industry trends, and how SAP solutions can be leveraged to drive organizational success. Project Management Skills An SAP consultant often plays a key role in managing projects, ensuring that implementations stay on track, within budget, and aligned with business needs.

SAP 62

SAP Problem Solving Communication Accounting Standards 62

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. taxes, which could deter cross border deals,” Williams said in an email. “For

Mergers and Acquisitions (M&A) 167

Mergers and Acquisitions (M&A) CFO Risk Management Compliance 167

Centage

SEPTEMBER 11, 2023

Unfortunately, creating a perfect budget doesn’t mean that you’ll follow it. Budget vs actuals analysis is one of the most effective ways to maintain a clear picture of your company’s performance. Budget vs actuals analysis allows you to assess how well your organization is following its financial plans. Gather the Data.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

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 52

Nonprofit Budgeting CFO Prioritization 52

PYMNTS

OCTOBER 28, 2020

A survey of bank CEOs found that 72 percent were prioritizing technology investments, with 58 percent of respondents reporting that they were investing in automation technologies like artificial intelligence (AI). A study found that FinTechs spend 70 percent of th eir budgets on innovation, while banks typically spend 35 percent.

B2B 87

B2B Prioritization Compliance Budgeting 87

Fpanda Club

FEBRUARY 15, 2021

This requires not only developing statistical and analytical skills to process data and generate insights but also the ability to speak “technical” language, understand and leverage opportunities created by new technologies and mitigate risks.

Finance 130

Finance CFO Prioritization Budgeting 130

E78 Partners

MAY 8, 2024

Incident Management: ServiceNow ITSM includes robust incident management capabilities for logging, categorizing, prioritizing, and resolving IT issues and service disruptions efficiently. Validation and Reconciliation: Once categorized, the telecom expenses are validated against predefined benchmarks or budget allocations.

Leverage 52

Leverage Compliance Auditing Invoicing 52

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Without these tools in place, finance teams will fall behind in analyzing data and won’t be able to budget accurately for the future, causing teams to cut programs unnecessarily.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

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. By leveraging their expertise, you can make informed decisions that drive growth and stability. Ready to take your small business to the next level?

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

The Finance Weekly

DECEMBER 15, 2024

Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. Step 6: Determine Your Budget Planning for Success Every great plan needs resources to back it up. Your budget dictates whats possible, so its crucial to allocate it wisely.

Planning 52

Planning Marketing Budgeting Auditing 52

Strategic Treasurer

MAY 23, 2022

Congratulations, you have done your hard work to gather resources, line up your teams, plan your budget, complete your RFP process and select the perfect fit solution for your company. Insufficient budget. But then technology implementation turns out to be the best example of Murphy’s Law: There’s more customization than you thought.

Treasury 52

Treasury Technology Prioritization Budgeting 52

PYMNTS

NOVEMBER 9, 2020

That unified view, conceivably, can leverage FinTech services that help end consumers (for example) see how they are managing their budgets, their investments and reach various financial goals. regulators have taken a more hands-off approach by issuing non-binding guidelines, thus allowing industry stakeholders to pave the way forward.

Banking 114

Banking Financial Data Prioritization Economics 114

Global Finance

OCTOBER 15, 2024

McKinsey, a consultancy firm, found that 70% of banks’ tech budgets are spent on maintaining core systems, limiting their ability to quickly respond to emerging threats and innovate to meet changing customer needs. Research from Infosys shows that AI and cybersecurity account for nearly 60% of bank tech budgets.

Budgeting 64

Budgeting Securities Leadership Banking 64

CFO Network

MARCH 18, 2024

Rather than allocating resources to recruitment, training, and employee retention, SMBs can choose a flexible payment model that aligns with their budget and needs. Yet, reputable outsourced accounting firms prioritize data protection , implementing stringent security measures and confidentiality protocols to safeguard client information.

Accounting 52

Accounting Prioritization Communication Accounting Firms 52

Fpanda Club

FEBRUARY 1, 2021

Though some activities, such as financial reporting, budgeting and forecasting are periodic, they are always characterized by tough deadlines to be respected. Working with large data sets, making complex calculations and logical conclusions should not be an issue for you. Resilience to stress and ability to work under pressure.

Finance 130

Finance Communication CFO Prioritization 130

CFO Thought Leader

DECEMBER 1, 2023

Clair of NerdWallet talks about leveraging AI for faster analysis, transparency in reporting, and the challenge of maintaining clean, adaptable data. Planning Ace CFO Charlie Kevers of Carta underscores AI’s impact on manual tasks, reshaping organizational charts to prioritize higher-level thinking.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Planning 52

CFO Talks

MARCH 14, 2024

This follow-up article delves into how CFOs can effectively manage their diverse responsibilities, from prioritizing tasks to fostering innovation and leading their companies through transformational change. As organizations face new challenges and opportunities in a changing world, the role of the CFO will continue to expand and evolve.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

DECEMBER 5, 2023

Through advanced analytics and cloud solutions, CFOs can leverage strategic insights to enhance forecasting, optimize cash management, and reconsider organizational frameworks. CFOs should prioritize building agility and resilience in all company endeavors to adapt effectively. Prioritize freeing up cash to repay loans.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

Jedox Finance

JANUARY 13, 2023

Increasing efficiency in an organization’s planning, budgeting, and forecasting processes is a key component of financial planning software, according to Gartner. To that end, finance leaders can prioritize solutions that facilitate faster data integrations through prebuilt connectors and offer an intuitive user experience to drive adoption.

Planning 52

Planning Prioritization Forecasting Budgeting 52

E78 Partners

SEPTEMBER 14, 2023

To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. Business Planning and Budgeting (BP&B) is a strategic, operational, and financial management process that organizations use to plan, allocate resources, and manage their business performance effectively.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Benchmarking 52

The Finance Weekly

AUGUST 7, 2024

Its key features include data import, consolidation, and validation, budget creation and formulas, a native Excel interface, a generative AI chatbot called FP&A Genius ; automated dashboards and reports , and custom dashboards with detailed drill-down and audit trails. When compared to Planful , the differentiation becomes clearer.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. Data-Driven Decision-Making : Leveraging data analytics to gain valuable insights into customer behavior, financial trends, and market dynamics.

Finance 52

Finance Prioritization Compliance Leverage 52

The Charity CFO

AUGUST 21, 2024

Misaligned goals and priorities: Fundraisers focus on securing funds quickly, while accountants prioritize accurate recording and management. During these meetings, both teams can discuss upcoming fundraising campaigns, budget needs, and financial constraints to ensure everyone is on the same page.

Communication 52

Communication Accounting Nonprofit Budgeting 52

Global Finance

JUNE 6, 2024

The Corda platform prioritizes privacy, security and interoperability; and it has supported many other DLT projects, including Progmat’s recent tokenized bond project in Japan. Banco do Brasil’s Digital Compliance project leverages AI technology to create a more efficient process.

Construction 109

Construction Compliance Cash Management Banking 109

The Charity CFO

JUNE 7, 2023

This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. This analysis supports financial analysis, budgeting, and investment decision-making. By leveraging these financial statements and their diverse uses, nonprofit organizations can pursue their mission with confidence.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Financial Analysis 52

PYMNTS

OCTOBER 29, 2018

What emerged is a picture of CFOs prioritizing collaboration as part of their broader digitization efforts, with the rising need to look beyond financial data to reshape corporate finance. “The CFOs that I consider to be progressive and innovative have a very different view of that relationship,” he said in a statement.

CFO 58

CFO Corporate Finance Risk Management Finance 58

Future CFO

OCTOBER 23, 2023

While enhancing third-party risk management frameworks with technology will continue to be a focus, getting the right skills and talent into the program to leverage that technology has emerged as a newer and more immediate priority this year.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

CFO Thought Leader

OCTOBER 16, 2024

He appreciates how the book offers practical techniques to organize tasks, prioritize effectively, and maintain focus. The book explores how eight visionary CEOs, including Warren Buffett and John Malone, achieved extraordinary results by prioritizing capital allocation over traditional management strategies.

CFO 52

CFO Leadership Prioritization Strategic Planning 52