Planful

DECEMBER 9, 2021

The strategic role of the CFO has become less about finance and accounting and more about becoming a strategic partner to the entire organization. Pushing forward requires CFOs to get involved in the business and convey the importance of the numbers to provide more strategic guidance to the business.

Financial Planning and Analysis (FP&A) 40

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

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 Leadership

DECEMBER 12, 2022

Nearly eight in ten payment transactions globally are now contactless, and that number is expected to increase. Proactive and strategic planning in advance of exiting a business will ease the transition whether it’s passing the company on or divesting entirely.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

Future CFO

MARCH 20, 2020

Editor’s Note: For our Female Leadership in Finance Series , FutureCFO editor Teresa Leung recently had a chat with Vyin Ng (pictured below), CFO at Microsoft Hong Kong. If you think a finance person is focused only on numbers and shy away from changes, think again. FutureCFO: Can you share with me your finance career journey?

CFO 52

CFO Finance Leadership Compliance 52

CFO Simplified

APRIL 3, 2022

Every business owner knows he’s going to leave his business eventually, but how a business owner does so, is a great indication of their leadership. Today, we have Larry Chester, President of CFO Simplified, presenting a case study on succession planning. The difficulty was that they faced a number of problems.

CFO 98

CFO Planning Strategic Planning Leadership 98

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

CFO Simplified

JUNE 1, 2023

Some look at them in detail, and others look at a couple of distinct numbers. Sure, you’re using those numbers for basic things like filing your tax returns, and it’s important to make sure that you pay the government the right amount of money. Are your numbers trending up or down? What IS your plan for profitability?

Cash Flow Forecasting 52

Cash Flow Forecasting Profit and Loss Strategic Planning CFO 52

CFO Selections

MARCH 4, 2024

Decision trees can be more conceptual in nature or have numbers to back up decision scenarios, as is the case of pricing changes affecting revenue figures. 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

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? . How do the numbers hold up over time?

Planning 52

Planning CFO Leadership Communication 52

The Charity CFO

JUNE 10, 2022

Your finance committee spends the most time analyzing and studying your nonprofit’s numbers, yet your entire board of directors is responsible for financial oversight. 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.

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

CFO Talks

OCTOBER 10, 2022

Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers. I’ve always wanted to be an entrepreneurial person’.

CFO 52

CFO Transportation Education Accounting 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 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 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. Chief Financial Officer. Financial Manager.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

CFO News Room

DECEMBER 28, 2022

Number one was that viewers were looking for clarity around strategy: What is it? If you’re busy planning where to put your next factory or which departments to grow, without a rigorous theoretical framework, your competitor is doubtless doing the much harder work of strategizing a way to beat you. <span What isn’t it?

Planning 130

Planning Strategic Planning Leadership Numbers 130

Fpanda Club

SEPTEMBER 2, 2021

Possessing interpersonal and leadership skills they are capable of managing, coaching and developing their teams of junior and senior analysts. FP&A directors supervise all aspects of the FP&A function in the company, communicate vision and provide leadership to the FP&A team.

Financial Planning and Analysis (FP&A) 130

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

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. 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

VCFO

SEPTEMBER 21, 2023

The delta between an owner’s expectations and the market’s potential can be considerable and is based on a number of financial and non-financial metrics. Owners often seek valuations from CPAs or similar entities for purposes such as insurance, estate planning, or internal events.

Valuation 87

Valuation Marketing Benchmarking CFO 87

VCFO

NOVEMBER 7, 2023

Operationally experienced professionals are well-versed in navigating company-specific matters that often hide behind raw numbers on paper. It can work the other way too when operational experience recognizes something not obvious in the numbers. Request a Free Consultation with a proven CFO who has deep acquisition experience.

Valuation 86

Valuation Auditing Concentration CFO 86

VCFO

OCTOBER 19, 2023

If you don’t have the right expertise in place to give you a solid understanding of the different options and their respective pros and cons, bringing on a fractional CFO is highly recommended. Situate for Sustainability Growth shouldn’t be simply seeking a higher net income number in the next quarter.

CFO 91

CFO Finance Planning Securities 91

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. Enterprise Performance Management is more than just a system.

Financial Planning and Analysis (FP&A) 88

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

CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. CFO GUEST: Chris Halpin of IAC 890: Driving the Internet Sharetaker | Christopher Halpin, CFO, IAC MADE POSSIBLE BY VERSAPAY The first Collaborative Accounts Receivable Network.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

Future CFO

FEBRUARY 14, 2020

Most importantly, expand the range of scenarios that are analysed as part of the strategic planning process. A growing number of restaurants and hotels are adopting this technology for environmentally conscious customers. Executives will need to embrace strategic leadership to navigate through increasingly unpredictable times.

Economics 40

Economics Strategic Planning Leadership Technology 40

The Charity CFO

MARCH 30, 2022

When that happens, it makes the transition to new leadership very hard, when they do decide to step down. The first things to do when moving into the leadership role (14:00). The 3 signs that it’s time for a founder to step away from their leadership role (28:20). I am responsible for the day to day operation. Um, oh absolutely.

Nonprofit 52

Nonprofit Leadership Planning Accounting 52

VCFO

JUNE 2, 2023

In recent years, most have noticed an increase in the number of retail parking spaces equipped with electric vehicle charging stations. One illustration of how changing preferences and habits impact retailers lies in how consumers travel to a store and the logistics of supporting them once they arrive.

Retail 66

Retail Finance Leverage Technology 66

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

Amid these dire forecasts, FutureCFO spoke with senior financial executives with a regional role across Asia-Pacific for a glimpse into the upheaval that the global pandemic has brought to their FP&A practice, and how they are helping senior leadership weather the crisis with the company intact. Out of the ivory tower.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 29, 2022

And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. So, his role in what I wanted to bring him on was somebody to have a component of strategic planning involved.

Leverage 130

Leverage Planning Concentration Tax Planning 130

VCFO

JULY 8, 2022

In smaller organizations, departments or teams often consist of a single person or a small number of people who are essentially “handling everything.” But as an organization grows in complexity and size, these individuals or small groups can no longer handle the entire workload. The Workplan Analysis Process.

Data Analysis 81

Data Analysis CFO Education Investments 81

VCFO

NOVEMBER 17, 2022

Now, let’s look at how we can use this number for evaluative purposes: The CFO reworks the company’s debt stack, which will drive an additional $240K per year for each of the next three years to the bottom line as a result of interest saved. In other words, your CFO can be just as valuable as your best salesperson.

CFO 74

CFO Sales Finance Numbers 74

CFO Leadership

SEPTEMBER 28, 2021

WE ARE PROUD TO ALIGN WITH ORACLE NETSUITE AS A NATIONAL SPONSOR OF THE CFO LEADERSHIP COUNCIL. In that case, those numbers might look a lot like your preferred strategy — one that likely got mixed reviews from business colleagues. > 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. ” Why: Overall tone for FP&A. How: To drive.

Financial Planning and Analysis (FP&A) 52

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