Future CFO

JANUARY 7, 2024

The evolution in the role As the CFO role expands, so does the influence of the finance function. With the vast volumes of data available, CFOs are increasingly assuming the role of data stewards. These risks can turn into opportunities for growth and profitability if managed right.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

VCFO

MARCH 2, 2023

Challenges Faced by Professional Services Firms (and How a Strategic CFO Can Address Them) Professional services firms are unique entities. Some may think that makes financial management and strategic planning in a professional services firm simpler. What is your long-term plan for the business?”

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

Boston Startup CFO

FEBRUARY 1, 2023

Here are the top signs that your startup may need a fractional CFO. Preparing for fundraising If you are planning to raise funds for your startup, there are many pitfalls and unknowns. A CFO can help you create a plan that outlines how you will use the funds you raise, as well as how you will achieve your financial goals.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

Focus CFO

DECEMBER 6, 2021

Let’s examine how an outsourced, fractional CFO can improve FP&A: Improving Data. A fractional CFO can use the breadth of their experience to identify the right KPIs (key performance indicators) for the business. Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan.

Financial Planning and Analysis (FP&A) 92

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

CFO Talks

MARCH 14, 2024

Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization. Activities that directly impact these objectives should take precedence.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Talks

MARCH 19, 2024

Change Management: The Modern CFO’s Blueprint The role of a Chief Financial Officer (CFO) goes way beyond just looking after the company’s money. Developing the Finance Agenda Once strategic priorities are identified, the CFO distills these insights into a clear, concise list of goals.

CFO 52

CFO Communication Finance Budgeting 52

BlueLight

JULY 30, 2020

The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. Historically, the CFO role was focused on backward looking information: ensuring on-time and accurate financial reporting. Their titles include CEO, CTO, COO, CFO, and VP of Finance of venture-backed startups.

CFO 52

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

The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. That’s where The Charity CFO comes in.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

CFO Leadership

JANUARY 5, 2024

The intensity stems from the larger, more far-reaching implications of the make-or-break decisions CEOs and boards expect CFOs to make quickly. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

JANUARY 25, 2024

Research from Protiviti shows that CFO priorities are intensifying and converging. 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 Finance 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. FutureCFO: Can you share with me your finance career journey?

CFO 52

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

CFO Simplified

DECEMBER 12, 2021

While many business owners look for a CFO to bolster their existing accounting team, here at CFO Simplified, we consider that a CFO would be categorized squarely in the finance category. Finance is categorized as strategic while accounting is much more tactical. Cash flow forecasting. Growth planning .

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

Boston Startup CFO

APRIL 12, 2024

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning. Budget vs. Actuals, Monthly Rolling Forecasts By analyzing your financial performance against budgeted targets, we will identify variances and recommend actionable strategies to improve cost efficiency and revenue generation.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. Investment Banker. One industry that tends to be recession-resistant is finance.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

CFO Share

MAY 26, 2022

Are you curious if you should make the investment into a new storefront or location? Both support strategic planning and decision-making for the next steps of your business. Your pricing will affect your capital plan, working capital, and fixed assets. How can a fractional CFO help with pricing and cost analysis?

Cost Analysis 52

Cost Analysis Advertising CFO Forecasting 52

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives. This process usually occurs once a year and lasts several months.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

The Charity CFO

JUNE 10, 2022

For example, if your organization has complex investments, you may want to add board members with investing expertise. . PRO TIP: To get even more capacity from your finance committee, include them in your strategic plan! Every nonprofit should periodically develop a strategic plan. Budget to Actual report.

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

The Charity CFO

JUNE 7, 2023

Statement of Activities Financial Uses Assessing Revenue Sources : Analyze the various revenue sources of a nonprofit, such as donations, grants, program fees, and investment income. This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. accounts payable, loans).

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

The Charity CFO

NOVEMBER 23, 2022

They handle all payroll and accounting functions and manage investments and fundraising efforts. This background helps them provide oversight for and manage all forecasts, budgets, and investments for the organization. Strategic Thinking. How to verify. Why this is important. Why this is important. How to verify.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

Jedox Finance

JUNE 26, 2019

Our business partners, including the CEO, do not have time for a lengthy budget process and outdated forecasts because the market is moving quickly. Digital leadership is deployed throughout a company, creating an IT strategic plan including data management practices. The CFO needs more, too.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

Boston Startup CFO

OCTOBER 22, 2014

As an entrepreneur who has sold two companies over the past decade, I can speak from experience that it isn’t until a startup reaches some success — systematic product launches, lucrative partnerships, international expansion and reliable revenue growth — until they inevitably begin to ask The CFO Question. Do the Old Rules Still Apply?

Startups 52

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

The Finance Weekly

OCTOBER 13, 2021

These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM. New FC Competencies and Their Relation to CPM.

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. That plan will include not just looking at the future, but also planning for the present. Invest in Scalable Technology: Adopt technology solutions that can grow with the business.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFO Simplified

FEBRUARY 17, 2022

But sometimes the plans are erratic, spur of the moment, or not fully formed. Bringing Value Through CFO Insights. How do you make sure that the right plan is in place, and there’s enough money to do it? This was a speculative expansion that required major cash investment. Recommendations. Recommendations.

Profit and Loss 52

Profit and Loss Cash Flow Forecasting CFO Financial Reporting 52

Planful

JUNE 15, 2017

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. FP&A teams are now taking the lead in ongoing planning and forecasting, as well as in scenario modeling. Investments in FP&A. Learn More.

Financial Planning and Analysis (FP&A) 40

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

CFO Simplified

FEBRUARY 17, 2022

Bringing Value through CFO Insights. The business’ part-time CFO was providing financials that didn’t match the reports they received from their accountant. Develop a cash-flow forecast so that the company could understand cash availability and plan on payments to their vendors and the primary lender. Initial contact –.

Accounting 52

Accounting Retail Profit and Loss Cash Flow Forecasting 52

Planful

JUNE 17, 2021

Over the years, the chief financial officer’s (CFO) role has evolved from gatekeeper to trusted advisor and business partner. But not every CFO thrives in the strategic planning side of their role. Many finance leaders confuse financial planning with strategic planning. ” Why the disconnect?

Strategic Planning 40

Strategic Planning Financial Planning and Analysis (FP&A) Planning CFO 40

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. So, congratulations !

CFO 52

CFO Leadership Accounting Finance 52

Future CFO

FEBRUARY 9, 2023

Boon Boon Lim She also pointed out that in 2022 finance was expected to play a more strategic role in supporting product innovation and investment. This meant more budgetary discipline to deal with rising costs and decreasing demand,” she elaborated.

Finance 96

Finance Leadership Communication Strategic Planning 96

Planful

OCTOBER 25, 2016

Among the many great topics on the agenda at the Argyle CFO Leadership Forum in Dallas was a session titled “Managing and Minimizing Enterprise Risk.” VP and CFO of Kajima Building and Design, Inc. Another panelist highlighted their investment in inventory, as well as managing growth in the business. The takeaway? Learn More.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

CFO Simplified

FEBRUARY 13, 2022

While you may be on the fence about investing in a fractional CFO, it’s always productive to break down the pros and cons of your various options. Let’s break down a few ways a CFO can add value to your business. . What does a fractional CFO do? . Strategically plan for the company’s future .

CFO 52

CFO Strategic Planning Communication Forecasting 52

PYMNTS

SEPTEMBER 3, 2018

“I have objected to the manner in which a number of business decisions have been presented to the Board of Directors by management, without sufficient time for the Board to examine complex documents, to review significant transactions or to discuss how the proposed actions fit into the company’s strategic plan,” Schramm said in a letter.

Sales 40

Sales CFO Forecasting Banking 40

VCFO

MARCH 17, 2023

Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business. Forecasting Sales and Applying Seasonality Sales is also a pivotal part of the inventory turnover equation.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

https://trustedcfosolutions.com/feed/

SEPTEMBER 26, 2022

If you’re struggling to use Excel for your budgeting, it’s time to move beyond spreadsheets and invest in something better. Let’s take a closer look at the features of Sage Intacct Budgeting and Planning , a powerful yet easy-to-use financial solution. Your business needs the clarity and insight for multi-level planning and budgeting.

Budgeting 57

Budgeting Planning Strategic Planning Forecasting 57

Future CFO

AUGUST 24, 2020

As companies scramble to adjust to this unprecedented event, pressure is mounting on FP&A teams to recalibrate their forecasts – not only through the end of 2020 but well into 2021. FP&A professionals are accustomed to revisiting budgets and business forecasts under pressure. Himashi Soriano. Soriano concluded. Sunil Golecha.

Financial Planning and Analysis (FP&A) 52

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