The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Starting with an external perspective is crucial.

Financial Planning and Analysis (FP&A) 52

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

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Let’s examine how an outsourced, fractional CFO can improve FP&A: Improving Data. .” – Lao Tzu.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Future CFO

SEPTEMBER 14, 2020

Unlike a typical financial downturn, the impact of COVID-19 pandemic has been far more difficult to predict. The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

Jedox Finance

JULY 18, 2019

” is the clear message from Chief Financial Officers. To do that we must address the mindset of the entire FP&A team. Operating within your organization’s framework, as we discussed in the previous posts in this blog series , will frame how your FP&A team carries out this mandate.

Financial Planning and Analysis (FP&A) 59

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

The Finance Weekly

APRIL 27, 2022

Wall Street anticipates growth, the C-suite expects annual plans to be accomplished, and owners expect a return on their investment, especially those who have potentially risked their life savings. Chief financial officers, known for exhibiting strong professional ethics, need to lead in navigating this difficult period.

Leadership 52

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

Collectiv

FEBRUARY 6, 2023

In the latest episode of Collectiv Conversations, I chatted with Stephen Newland about the future of financial planning and analysis and how we can improve the forecasting and budgeting process. Stephen is the director of FP&A at GrowthLab Financial , which offers finance-as-a-service for growing businesses.

Financial Planning and Analysis (FP&A) 52

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

Planful

MARCH 18, 2019

The FP&A team is numbers-oriented, but also requires a great deal of communication skills. The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. FP&A teams can do so by leveraging these four essential types of financial reports techniques.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Budgeting 40

Collectiv

JANUARY 2, 2023

With technology evolving at a rapid pace and many teams adjusting to a permanent remote or hybrid work model, this is the time to take stock of your progress and plan the next steps. There are so many amazing opportunities that CFOs can take advantage of in 2023, as well as new challenges to be prepared for. Continued Remote Work.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) CFO Finance Leadership 59

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. AI is a tool and not a replacement for finance professionals. over at least the next decade.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Future CFO

NOVEMBER 15, 2023

When these disconnected versions are later combined or compared, discrepancies can arise due to outdated information, formatting inconsistencies, or human errors during manual data entry,” said Ervina Waty , group chief financial officer at Ateria. Spreadsheet use remains a staple of many business functions. And why not?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

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

Future CFO

AUGUST 30, 2021

What makes for a sought-after chief finance professional (CFO)? According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Problem Solving 52

Future CFO

DECEMBER 7, 2020

Editor’s note: For our Female Leadership in Finance Series, FutureCFO editor Teresa Leung recently had a chat with Sereen Teoh (pictured below), CFO at BIG Loyalty. Sereen Teoh, CFO, BIG Loyalty. And now I'm the CFO of BIG Loyalty, owned and managed by BIGLIFE Sdn. When did you start to become interested in finance?

CFO 52

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

Planful

JUNE 15, 2017

So what does the day-to-day role of FP&A look like in today’s landscape, and how has it evolved? How can the executive team best support and invest in the FP&A function? This was the focus of a recent Argyle/CFO webinar sponsored by Planful. Key Challenges Facing FP&A. Being a Better Business Partner.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Strategic Planning Forecasting Finance 40

Future CFO

MARCH 13, 2023

Gartner surveys looking to 2022 show that CFOs, controllers and heads of financial planning and analysis (FP&A) are all focused on digital initiatives that will lay critical groundwork for an autonomous future. Stakeholders can utilise the data to assess business performance and plan," she added.

Finance 98

Finance Financial Planning and Analysis (FP&A) Leadership Pharmaceutical 98

Planful

OCTOBER 19, 2021

CFOs play a vital role in informing the board’s corporate governance. It’s the CFO’s responsibility to consider the best interests of both the organization and its stakeholders when evaluating the company’s finances. The person in this role should provide the board the financial knowledge needed to set the company’s larger strategy.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. What’s he about?

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Planful

JANUARY 11, 2022

Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. As technology crunches the growing volumes of data, soft skills like critical thinking, problem-solving, and communication will become crucial for Finance to succeed. #1

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Planful

MARCH 15, 2016

The New Jersey Chapter of the CFO Leadership Council held a panel discussion on “Attracting and Retaining Top Talent.” The panelist expressed concern that the CFO needs to balance creating an organizational culture that is both attractive to Millennials and one that is not offensive to older staff members.

Finance 40

Finance Financial Planning and Analysis (FP&A) CFO Value-Added Analysis 40

CFO Leadership

SEPTEMBER 28, 2021

WE ARE PROUD TO ALIGN WITH ORACLE NETSUITE AS A NATIONAL SPONSOR OF THE CFO LEADERSHIP COUNCIL. That’s because the last data points were taken from a survey intended primarily for CFOs, with a smaller set of response data from others on how they felt about the job their CFOs were doing. Role Reversal.

Finance 93

Finance Financial Planning and Analysis (FP&A) Leadership CFO 93

Jedox Finance

JULY 3, 2019

In the first post “ The Future of FP&A ” of this blog series, we discussed how the CFO must be the guide, and Financial Planning & Analysis (FP&A) must take control of new and changing expectations for the finance department. ” Why: Overall tone for FP&A. .”

Financial Planning and Analysis (FP&A) 52

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