Beacon CFO Plus

NOVEMBER 15, 2023

If you manage an SME—referring to a Small and Medium-Sized Enterprise—you may look to a fractional CFO to provide strategic financial expertise and guidance. Here’s how a fractional CFO can serve your needs as the manager of an SME: Cost-Effective Financial Expertise: You may not have the budget to hire a full-time CFO.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

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

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

CFO Selections

MARCH 4, 2024

The “branches” off each decision alternative that result use data analysis to forecast the most likely outcome of each decision. A decision tree is a critical part of strategic planning because it allows decision makers to analyze the effects of a significant change throughout different areas of the business.

Planning 86

Planning Data Analysis Strategic Planning Forecasting 86

Future CFO

SEPTEMBER 17, 2023

The Financial Planning and Analysis ( FP&A ) team performs budgeting, forecasting, and analysis that support major corporate decisions of the CFO, the CEO, and the Board of Directors. Very few, if any, companies can be consistently profitable and grow without careful financial planning and cash flow management.

Financial Planning and Analysis (FP&A) 52

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

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

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. The post Five Focal Points for Future-Ready CFOs first appeared on CFO Leadership. The post Five Focal Points for Future-Ready CFOs appeared first on CFO Leadership.

Financial Planning and Analysis (FP&A) 52

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

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. In addition, finance needs to work in tandem with the company’s digital plans. The CFO needs more, too. The CFO needs more, too.

Financial Planning and Analysis (FP&A) 120

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

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

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

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

CFO Selections

JUNE 8, 2022

Rising inflation, COVID surges, interest rate hikes, a dramatic increase in the cost of living, the war in Ukraine, and a potential recession all have business leadership mired in a constant state of uncertainty. Today’s culture is wrought with uncertainty that is absolutely sweeping through every industry.

Strategic Planning 52

Strategic Planning Leadership Manufacturing Forecasting 52

CFO Simplified

JUNE 1, 2023

For example, do you have a cash flow forecast? You should be spending your time creating a strategic plan to take your business to the next level, and getting buy-in from your employees. appeared first on CFO Simplified. How you use the information you get to go forward and drive profitability. Guiding your staff.

Cash Flow Forecasting 52

Cash Flow Forecasting Profit and Loss Strategic Planning CFO 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

The Charity CFO

NOVEMBER 23, 2022

This background helps them provide oversight for and manage all forecasts, budgets, and investments for the organization. Leadership And Management Skills. They should have experience leading and motivating teams, as well as experience developing and implementing strategic plans. Strategic Thinking. How to verify.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

The Charity CFO

JUNE 10, 2022

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. As part of the strategic plan, your organization should set goals for financial oversight and the overall accounting function. Get the free guide!

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

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.

CFO 52

CFO Leadership Accounting Finance 52

CFO Simplified

FEBRUARY 6, 2022

A study conducted by the Financial Planning Association shows that within five years of retirement, 60% of advisors do not have a proper succession plan in place. For that 60%, it’s not too late to start planning now. . Who would you like to move into leadership in your business? . Talk about a quick turnaround!

Planning 52

Planning CFO Leadership Communication 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. A written strategic plan will help guide you to your end goal, and we can help you.

Strategic Planning 52

Strategic Planning Planning Leadership 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

FEBRUARY 9, 2023

Finance leaders need to adopt new technological advancements to streamline financial planning and analysis, reporting and finance operation process.” Most challenging aspects of finance leadership in 2022 Wong opined that the COVID pandemic led to a sharp inflexion point. Finance is right there in the thick of things.

Finance 96

Finance Leadership Communication Strategic Planning 96

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. CFO: The role of CFO is very senior; hence a high level of experience is expected for anyone applying for this role.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

JANUARY 23, 2020

In a perfect world, we would like an EPM system that manages organization-wide planning, reporting and analysis. Traditionally, organizations used to look at those processes as part of their “Office of the CFO” activities. Set organizational, strategic, high level goals and targets. Measurement of success and re-forecasting.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

CFO News Room

DECEMBER 16, 2022

As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. The CFO primarily controls financial affairs.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

The Charity CFO

NOVEMBER 17, 2022

A nonprofit budget is typically a planning document that shows how the organization plans to raise and allocate its money to support its programs and operations. The budget will include both income and expenses and will be based on the organization’s strategic plan. That’s where we come in. Get the free guide!

Nonprofit 52

Nonprofit Budgeting CFO Forecasting 52

Planful

JUNE 15, 2017

This was the focus of a recent Argyle/CFO webinar sponsored by Planful. During the event, a panel of two FP&A experts shared their insights on the current state of the FP&A function, the forces driving an increased need for accurate planning and forecasting, and where the function is going in the future.

Financial Planning and Analysis (FP&A) 40

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

VCFO

NOVEMBER 18, 2021

If a weather forecaster presented those odds the night before for adverse weather, a rational person would pack an umbrella and coat before setting out. What is a Merger & Acquisition Integration Plan? Key Elements of an Integration Plan. Conflicting goals and strategies.

Mergers and Acquisitions (M&A) 54

Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

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. The session was moderated by Bona Allen, Sr. The takeaway? Learn More.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

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

Planful

NOVEMBER 17, 2015

His session was titled “Getting Future Ready: How to Master Business Forecasting.” The BBRT is a member-based consortium of companies who have joined together to find better ways to plan and control operations. Forecasting should provide realistic assessments of where the organization is currently headed. Steve: Sure, John.

Budgeting 40

Budgeting Financial Planning and Analysis (FP&A) Forecasting CFO 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? . A broad overview of the roles and responsibilities of a CFO include: .

CFO 52

CFO Strategic Planning Communication Forecasting 52

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. Out of the ivory tower. "At

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

SEPTEMBER 28, 2021

WE ARE PROUD TO ALIGN WITH ORACLE NETSUITE AS A NATIONAL SPONSOR OF THE CFO LEADERSHIP COUNCIL. Less familiarity with regional and national growth data as well as other factors affecting near- and long-term forecasts. > How to plan more effectively. About The CFO Leadership Council.

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. Re-forecasting and fast reactions to external events will replace obsessive budgeting.

Financial Planning and Analysis (FP&A) 52

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