The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Analyze the current economic situation, considering challenges such as inflation and rising interest rates. Despite these challenges, CFOs must collaborate with their management teams to formulate practical solutions.

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

Planful

APRIL 29, 2021

By staying on top of current FP&A trends. In 2021, that means examining how agility, cloud technology, and microplanning are redefining FP&A. Agile financial planning can help during times like these. Many finance leaders understand the importance of agile planning. JPMorgan Chase lost $3.1

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Finance Analyzing Data 40

CFO Leadership

AUGUST 12, 2021

The CFO Leadership Council proudly highlights our very first ten Diversity, Equity, and Inclusion Ascend Honorees! The Ascend program is an opportunity for Senior Finance Executives from underrepresented groups to join The CFO Leadership Council. Maria Duanne Andrade, Chief Financial and Strategic Officer, Solar and Energy Loan.

Leadership 98

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

CFO Leadership

JANUARY 25, 2024

If a group of chief financial officers (CFOs) from 2018 stepped out of a time machine into their 2023 offices, they would be astonished by what they saw. Research from Protiviti shows that CFO priorities are intensifying and converging. This is the case for both publicly and privately held organizations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

CFO Leadership

JANUARY 5, 2024

If a group of chief financial officers (CFOs) from 2018 stepped out of a time machine into their 2023 offices, they would be astonished by what they saw. The intensity stems from the larger, more far-reaching implications of the make-or-break decisions CEOs and boards expect CFOs to make quickly.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

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

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

Adam Kae

NOVEMBER 24, 2021

By Katelyn Sieber First things first: What exactly is a CFO, or Chief Financial Officer responsible for, anyway? According to , Investopedia , A CFO is a top-level executive responsible for managing the finance and accounting divisions and for ensuring that the company’s financial reports are accurate and completed in a timely manner.

Financial Planning and Analysis (FP&A) 52

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

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

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. Edited for readability.

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

Future CFO

JULY 7, 2021

Future CFO: How can finance function leaders become agile enough to adapt to the constantly changing finance ecosystem? Where they identify gaps, leaders should work with their teams to align these characteristics to their existing strategy and develop a tactical plan to close the gaps identified.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Auditing Accounting 52

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

And as the economic recovery continues and business operations slowly return to normal, the digital surge shows no signs of slowing down. Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth.

Financial Planning and Analysis (FP&A) 40

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