CFO Talks

JANUARY 8, 2025

Understand Your Teams Starting Point Before planning for growth, its essential to know where your team currently stands. This understanding helps you identify training needs and create tailored development plans. For instance, if one team member has mastered a new budgeting tool, they can lead a session to help others learn it too.

Finance

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? This leads to better budgeting, more reliable forecasting, and stronger financial stability. Create a Budget - Estimate costs for hiring, training, and licenses.

Financial Planning and Analysis (FP&A)

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Tax Planning

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. The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning.

Financial Modeling

Fpanda Club

MARCH 19, 2025

Yes, I said that, I am addicted to financial planning and analysis. After 15+ years in Financial Planning & Analysis (FP&A), Ive learned some hard truths things I wish someone had told me earlier in my career. Thats why its extremely important to recharge regularly especially after the budget cycle is finished.

Financial Planning and Analysis (FP&A)

CFO Talks

MAY 14, 2025

Running the Numbers Without Running from the Truth No one sees the cracks forming in a businesss foundation quite like the CFO. Before the headlines, before the boardroom fallout, the numbers tell a story – and its your responsibility to make sure its the truth. You see the numbers before anyone else.

Numbers

Collectiv

JANUARY 24, 2025

Did you know that 96% of finance teams still rely on spreadsheets for planning and 93% rely on them for reporting? If youre stuck in a vicious cycle of manual updates and outdated insights, its time to rethink your approach to planning and financial reporting. Spreadsheets are not built for strategic decision-making.

Financial Planning and Analysis (FP&A)

CFO Talks

AUGUST 1, 2025

Not every financial leader begins their career in a comfortable office with a generous budget and a well-resourced team. Some of us started with nothing more than a second-hand laptop, a shoestring budget, and a quiet sense of panic about how to keep the lights on. The numbers are tight. You share your plan. You explain.

CFO

CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO

The Charity CFO

FEBRUARY 20, 2025

Nonprofit budgeting may be a source of dread for many, but there are ways to make the process (and outcome!) Forget about the numbers for a second. A well-crafted budget is a reflection of your mission and a roadmap to financial sustainability. Start with Your Mission Your nonprofits budget exists to advance your mission.

Nonprofit

CFO Talks

MARCH 13, 2025

Todays financial systems integrate with Enterprise Resource Planning (ERP) software, cloud computing, and artificial intelligence (AI) to provide instant access to up-to-date financial information. This shift allows businesses to move from reactive decision-making to proactive planning.

Financial Reporting

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? Why are costs trending higher than planned?

Accounting

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. This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. The finance function is undergoing a seismic shift.

Finance

CFO Talks

APRIL 17, 2025

Its the quality, relevance, and timing of information that separates high-performing finance functions from reactive number-crunching. A new cloud ERP, an AI-powered planning tool, or a clever dashboard only deliver value if they help the business make better decisions faster. The question is no longer can you report on the numbers?

CFO

CFO Thought Leader

DECEMBER 10, 2024

But numbers alone dont drive results. Focuses on flexible planning to adapt quickly to market shifts and technology transformations. 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 Plans

FEBRUARY 9, 2025

Unlock Strategic Financial Planning Tips to turn seasonal challenges into opportunities for growth and innovation in the hospitality and retail sectors. With strategic financial planning, businesses can turn these challenges into golden opportunities for growth and innovation.

Budgeting

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 model resembles Unilevers finance transformation where predictive analytics freed up 30 percent of finance teams time for scenario planning and business partnering. This echoes global HR trends.

Leadership

Future CFO

DECEMBER 10, 2024

"However, three quarters of finance respondents said they are more focused on downside risk and cost containment in their scenario planning for 2025 budgets." Capacity: Overstretched teams struggle to plan and execute transformative projects.

Economics

CFO Talks

APRIL 29, 2025

Why Its a CFO Power Move Being the numbers person isnt enough anymore. Then why are we burning budget on it? Budgets are scrutinised. And when promotions, bonuses, and succession planning come around, guess who gets fast-tracked? Non-value activities leave a data trail if you know where to look. Not so good.

CFO

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. Implement budgeting and forecasting processes that withstand market scrutiny.

Financial Planning and Analysis (FP&A)

CFO Talks

MAY 29, 2025

Businesses do not just want accurate numbers. When the business is dealing with disruption, pricing pressures, or budget constraints, finance should be the first place leaders turn to. Often, they show up in speed of execution, improved planning, or better cross-functional decisions. And they expect it from the CFO.

Finance

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. Simply presenting the numbers without explanation leaves room for doubt and speculation. Be prepared with data and a well-thought-out response to show confidence in the numbers.

Leadership

CFO Talks

AUGUST 12, 2025

From Student Loan to Boardroom Seat: How financial barriers can forge financially savvy leaders When we picture a Chief Financial Officer, we often think of someone who has always been good with numbers, someone who climbed the corporate ladder through careful career choices and smart strategic moves. It is emotional. Policy influence.

CFO

Beacon CFO Plus

JUNE 4, 2025

Before we talk about numbers, its important to define the scope of the role. Do you need someone to: Improve budgeting and forecasting? Pricing varies based on scope but allows for predictable budgeting. Best for: Startups prepping for investment Strategic financial planning One-off financial cleanups 3.

CFO

CFO Talks

APRIL 9, 2025

This kind of prioritisation doesnt require a big-budget consulting firm. Not just generic action plans, but clear, conscious choices. When Crisis Hits: Be the One With the Plan Even with the best foresight, things still go wrong. A single-point-of-failure supplier, however, could shut down your operation completely.

CFO

The Finance Weekly

NOVEMBER 4, 2024

While CapEx can take a big bite out of your budget, it's important for ensuring your business stays competitive and efficient. How to Plan for CapEx Planning for CapEx isn’t just about plugging numbers into a formula. On the other hand, overspending can strain your budget and impact your cash reserves.

Budgeting

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

MAY 29, 2025

While many CFOs focus on getting the numbers right, those who truly lead focus on getting the reporting right. Adjustments are made late in the process to get the numbers right, but the audit trail is messy or missing. Its about giving investors confidence that the numbers they see are reliable. Documentation is incomplete.

IFRS

CFO Talks

JULY 3, 2025

Mentorship in the finance profession isn’t about checklists or structured development plans. They encourage you to ask better questions, understand the story behind the numbers, and recognise when it’s time to shift from being the subject-matter expert to the strategic partner. Leadership is not formed in isolation. That’s mentorship.

Finance

CFO Talks

MARCH 4, 2025

You have all your ingredients laid out, the recipe in hand, and a clear plan for how everything should come together. If you stick rigidly to the plan without adapting, things fall apart. Ditch Rigid Budgets Stay Flexible Instead Imagine planning a long road trip. But just as you start, the power goes out.

Budgeting

Nerd's Eye View

JANUARY 24, 2025

Read More.

Practice Management

Future CFO

FEBRUARY 16, 2025

Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning." As finance professionals transition from number crunchers to strategic advisors, the ability to convey complex data insights understandably becomes crucial.

Finance

The Big Picture

JULY 16, 2025

. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. ” She joins Barry Ritholtz to discuss what you need to know about planning for retirement. Really, really interesting.

Planning

Future CFO

NOVEMBER 21, 2024

Yeo notes that for tax and finance professionals in SEA, they need to consider future-proofing the tax function by developing a plan to deploy GenAI responsibly and with confidence. This plan should consider allocating financial resources efficiently to the tax function.

Compliance

Michigan CFO

APRIL 25, 2025

Furthermore, 23% of Gen Z business owners lack an emergency financial backup plan, whereas only 5% of Boomers report the same. Too many business owners, especially women, avoid their numbers and rely on gut instinct instead of financial data to make decisions, according to Forbes. Not the most reliable source of information.

Strategic Planning

CFO Talks

JANUARY 21, 2025

But heres the twist: when you approach financial targets with the right mindset and the superpowers of project management, it stops being a dry numbers game and becomes a dynamic, almost thrilling, adventure. Each project gets its own little roadmap, complete with deadlines, budgets, and people responsible for making it happen.

Budgeting

Global Finance

APRIL 3, 2025

Foreign direct investment (FDI) has tripled, and the number of investors has increased tenfold. Investment-Friendly Rules To strengthen the business climate, Saudi Arabia has enacted a number of regulatory reforms, including a new investment law that came into effect in February. Those in charge, however, remain positive.

Investments