CFO Dive

NOVEMBER 27, 2023

On a day-to-day basis, the finance function is tasked with meeting the company’s accounting responsibilities — ensuring sound budgeting and forecasting. But increasingly, CFOs and their teams require a new focus on prioritizing employee experience.

Prioritization 157

Prioritization Budgeting Forecasting Finance 157

CFO Leadership

MAY 31, 2023

Survey: Executives Optimistic Despite Financial Disruption, Prioritizing Technology Adoption to Combat Talent Shortage As we near the halfway mark of 2023, the overwhelming theme throughout the year has been uncertainty. Economists continue to speculate on the possibility and severity of a recession.

Prioritization 95

Prioritization Technology Leadership CFO 95

CFO News Room

NOVEMBER 13, 2022

But more importantly, marketers know from experience that when the economy turns, their budget is an easy target. During the pandemic, we saw numerous productive marketing advances, many of which were long overdue — from more agile budget allocation to accelerated digital transformation connecting marketing and e-commerce.

Budgeting 130

Budgeting Marketing Math Advertising 130

Spreadym

AUGUST 8, 2023

An operating budget is a financial plan that outlines the projected revenues and expenses of an organization or business for a specific period, typically a fiscal year. Operating budgets are crucial for maintaining financial stability, making informed decisions, and evaluating performance.

Budgeting 52

Budgeting Prioritization Profit and Loss Construction 52

Spreadym

AUGUST 15, 2023

A stress-free budget is a financial plan that is designed and managed in a way that minimizes anxiety, worry, and tension associated with managing money and expenses. Key characteristics of a stress-free budget include: Simplicity: A stress-free budget is simple and easy to understand.

Budgeting 52

Budgeting Prioritization Communication Entertainment 52

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 98

Budgeting Planning Forecasting GAAP 98

Spreadym

AUGUST 2, 2023

The basics of the corporate budgeting Corporate budgeting is the process by which a company or organization plans and allocates its financial resources to achieve its strategic objectives. Revenue Forecasting: The budgeting process begins with forecasting the company's expected revenues for the budget period.

Budgeting 52

Budgeting Forecasting Prioritization Strategic Planning 52

CFO Leadership

MAY 31, 2023

Survey: Executives Optimistic Despite Financial Disruption, Prioritizing Technology Adoption to Combat Talent Shortage As we near the halfway mark of 2023, the overwhelming theme throughout the year has been uncertainty. Economists continue to speculate on the possibility and severity of a recession.

Prioritization 52

Prioritization Technology Leadership CFO 52

CFO News

FEBRUARY 21, 2023

The Union Budget 2023 has lived up to the expectation of entrepreneurs, youth and the general public, with a focus on prioritizing infrastructure and investment, financial sector growth, inclusive development and youth empowerment.

Budgeting 52

Budgeting Prioritization Investments 52

The Charity CFO

NOVEMBER 17, 2022

Financial planning and budgeting are vital for the success and sustainability of any nonprofit organization. . That’s why it’s important to start thinking about your budget for 2023 now. Budgeting should go beyond simply tracking money in and money out. . Intro to Budgets for Nonprofits. Allocate resources.

Nonprofit 52

Nonprofit Budgeting Forecasting CFO 52

CFO Talks

FEBRUARY 10, 2023

By Jeff Ryan , MD of AWCape, a Platinum Sage business partner for HR, payroll and financial solutions South Africa’s Budget Speech for 2023 is an eagerly anticipated event for CFOs and financial leaders alike, as it provides insight into the government’s economic priorities and plans for the year ahead.

Budgeting 52

Budgeting Profit and Loss Forecasting Prioritization 52

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Forecasting 52

Forecasting Budgeting Planning Strategic Planning 52

KG Virtual CFO

OCTOBER 12, 2020

Your business budget puts you in control of your company. But with the coronavirus in full swing, you may have had to throw your business budget out the window to stay afloat. To get your business budget back on track post-coronavirus, you might need to make some modifications.

Budgeting 52

Budgeting Cash Flow Forecasting Prioritization Forecasting 52

Boston Startup CFO

APRIL 12, 2024

We will evaluate the cost implications, revenue projections, and profitability potential of your product offerings, enabling you to make informed decisions, prioritize investments, and align your roadmap with your financial objectives, ultimately leading to a more successful and financially sustainable product strategy.

Strategic Planning 40

Strategic Planning Planning Budgeting Prioritization 40

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 Construction 52

CFO News Room

JANUARY 13, 2023

The crisis of low pay is widespread throughout the United States and will remain so until federal and state policymakers prioritize the economic hardships of low-wage workers. States where the minimum wage is $7.25.

Prioritization 130

Prioritization Budgeting Economics Numbers 130

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. Data Security and Privacy: Both the CFO and the accounting firm should prioritize data security and privacy.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

Spreadym

OCTOBER 31, 2023

Capital budgeting is the process of evaluating and prioritizing potential capital expenditure projects to determine which investments will provide the most significant return on investment. Capital Budgeting: Implement a capital budgeting process. How can Capital Expenditure be included in FP&A assessment?

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Prioritization 59

Centage

APRIL 4, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. At Centage, we’re passionate about connecting businesses with the sophisticated financial planning and budgeting tools they need to stay competitive. Three Ways to Increase Profit Margins: 1.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Prioritization 98

Future CFO

DECEMBER 3, 2023

Key takeaways on the workforce include: 77% of manufacturing leaders say their company is prioritizing upskilling. 60% of manufacturing leaders anticipate increasing budgets for hiring new talent. 61% of manufacturers are heavily embracing automation. 49% of self-described modern manufacturers are employing AI.

Manufacturing 52

Manufacturing Benchmarking Prioritization Budgeting 52

The Finance Weekly

DECEMBER 5, 2023

CFOs should prioritize building agility and resilience in all company endeavors to adapt effectively. Maximize Returns Through Reinvention High-performing CFOs understand the importance of a self-sustaining budget for driving organizational transformation. Prioritize freeing up cash to repay loans.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

AUGUST 1, 2023

Supriya Deka: The general features of financial applications include accounting, reporting & analytics, bank reconciliation, billing & invoicing, asset management, budgeting & forecasting, financial risk management, expense tracking, and payroll management.

Invoicing 98

Invoicing Reconciliations General Ledger Budgeting 98

CFO Thought Leader

DECEMBER 1, 2023

Planning Ace CFO Charlie Kevers of Carta underscores AI’s impact on manual tasks, reshaping organizational charts to prioritize higher-level thinking. MADE POSSIBLE BY PLANFUL | Planful is the pioneer of financial performance management cloud software.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

OCTOBER 23, 2020

It dictates that agencies should prioritize AI when determining R&D projects and make data transparent to AI experts. budget proposal includes $1.5 billion for AI and $699 million for QIS, both significantly more than previous budget allotments. It also urges AI-related education. The 2021 U.S.

Leadership 104

Leadership Prioritization Budgeting Education 104

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

CFO Simplified

OCTOBER 30, 2022

Don’t Wait Too Long to Prioritize Staffing. Read on to learn the four elements of strategic planning , or get prepped for end-of-year strategic planning by reading our article “ It’s the time of the year for strategic planning and budgeting.”.

Strategic Planning 98

Strategic Planning Planning CFO Prioritization 98

VCFO

AUGUST 25, 2022

Implementing basic protective measures and content filters to protect the organization from bad actors was then a relatively minor check-the-box exercise funded in one’s operational budget. Planning and Prioritizing IT Security Improvement. Budgeting for IT Security and Empowering People. ——-.

Securities 79

Securities Prioritization Education Budgeting 79

CFO Thought Leader

APRIL 15, 2024

Somewhat related to this, we need to improve the reporting that we’re doing out to the business units and give them budgets on a more consistent cadence. Thus, we want to make sure that we’re handling this as optimally as possible.

CFO 52

CFO Investments Concentration Restructuring 52

Barry Ritholtz

SEPTEMBER 7, 2023

Wall Street Journal ) • How Tiger Global, one of the biggest backers of startups over the past decade, fell to earth : As the firm grew, Tiger prioritized speed and began writing checks at a more rapid clip. Budget Has Receded. They’re doing it again after a two-decade break. Say hello to Cook Out. Vice ) • A Huge Threat to the U.S.

Budgeting 56

Budgeting Prioritization Startups Investments 56

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. Understanding CLV can guide customer retention and marketing strategies.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

FEBRUARY 6, 2022

If you’re looking for pointed advice on how to raise a family on a budget, “The SavingsAngel,” hosted by Josh Elledge, is for you. Recent topics include ways to save money at the gas pump, what to look for when buying a home, and how to homeschool on a budget. The SavingsAngel’ (Podcast) . Resources for Teaching Children.

Education 130

Education Budgeting Nonprofit Prioritization 130

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

PYMNTS

NOVEMBER 1, 2020

Using advanced algorithms and industry best practices, Suplari gleans thousands of data points on suppliers, contracts, purchase orders and budgets into what the release says are “actionable opportunities” for finance professionals.

Vendor Management 85

Vendor Management Prioritization Budgeting Compliance 85

The Finance Weekly

FEBRUARY 11, 2024

Significantly, budgets for Accounts Payable (AP) and Accounts Receivable (AR) systems also grew by 29%, proving that CFOs are prioritizing CFO Tech Budgets. One ,, study in 2023 shows that on average, 33% of companies spent $54,308 on finance and accounting software; this increased by 13.7% from 2022 with $47,758.

Accounting 52

Accounting Invoicing Accounts Payable Budgeting 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

Centage

JUNE 14, 2022

The Ideal: In today’s dynamic business environment, executives want “living” budgets that are updated with real-time data and actuals as they occur. Every organization has a unique twist on its budgeting and financing, which means they need flexibility in which data is ingested into their FP&A platform, and how it’s processed.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Budgeting Forecasting Prioritization 59

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