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 Thought Leader

APRIL 7, 2024

This episode our Planning Aces emphasize the importance of leveraging one’s breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately.

Financial Planning and Analysis (FP&A) 52

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

VCFO

MARCH 31, 2022

Engaging a virtual or fractional CFO as an outsourced resource is an excellent step for companies that need senior-level finance expertise but cannot afford to recruit or engage a full-time CFO. Validate the experience and expertise of the potential CFO resource. There is no certification for the title of CFO.

CFO 52

CFO Communication Auditing Budgeting 52

CFO Talks

FEBRUARY 9, 2024

Recent incidents, such as the deepfake CFO scam in Hong Kong , underscore the pressing need for robust cybersecurity measures. As CFOs, it is essential to understand the financial implications of cybersecurity breaches and implement effective strategies to manage the rising costs associated with protecting organisational assets.

CFO 52

CFO Strategic Planning Leadership Education 52

The Charity CFO

MARCH 22, 2024

How does your nonprofit make strategic decisions? Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader?

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

VCFO

JUNE 12, 2023

vcfo welcomes Brandon Green as Consulting CFO and Business Development Executive for the Austin market. Brandon Green joins vcfo as a Consulting CFO & Business Development Executive, bringing with him nearly 20 years of experience. Prior to joining vcfo, Brandon was a CFO for companies in a variety of industries.

CFO 40

CFO Healthcare Leadership Financial Modeling 40

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

The Charity CFO

FEBRUARY 27, 2024

Budget tracking is the process of monitoring your nonprofit’s income and expenses to ensure they stay within your planned budget. Effective budget tracking is essential to financial transparency, efficient resource allocation, and strategic planning for your nonprofit. This will look different for every organization.

Nonprofit 52

Nonprofit Budgeting Profit and Loss CFO 52

Future CFO

JULY 25, 2023

“The top questions CFO should be educating the CEOs and the board of directors on as the business cycle begin to turn more positive include: How should we sequence funding for organic and inorganic growth bets? Customers continue to leverage generative AI in their daily life, moving their expectations for user experience. Bant advised.

CFO 52

CFO Education Restructuring Leverage 52

Adam Kae

AUGUST 18, 2023

As an experienced Fractional CFO, I've weathered many a storm alongside small business owners, guiding them through choppy waters and helping them find their financial North Star. The Fractional CFO Advantage: On-Demand Expertise & Strategic Partners Now, you might be wondering, "What's the deal with Fractional CFOs?"

CFO 52

CFO Communication Strategic Planning Education 52

CFO Share

MAY 10, 2024

By leveraging the detailed financial data they maintain, you can create a 13-week cash flow forecast that provides valuable insights into your upcoming cash obligations and helps you make better-informed decisions. Check out our blog on 3 Cash Flow Optimization Techniques for Small Businesses for strategic ways to improve your cash flow.

Forecasting 52

Forecasting Cash Flow Forecasting Invoicing Accounts Payable 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

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

The Charity CFO

AUGUST 2, 2023

Sarah is a seasoned leader in the nonprofit sector, leverages over 18 years of experience to guide organizations towards success. You can also find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com ! appeared first on The Charity CFO. Welcome to the Modern Nonprofit Podcast! Get the free guide!

Nonprofit 52

Nonprofit Budgeting CFO 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. This might involve adopting new software, or leveraging data analytics, but at its most basic level, it’s using your existing technology to the fullest. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

The Charity CFO

JUNE 7, 2023

Strategic Uses Strategic Planning : Contributes to strategic planning by providing information on the organization’s cash flow patterns. It helps identify trends, fluctuations, and cash flow drivers, which are important for long-term financial sustainability and strategic decision-making.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

PYMNTS

MARCH 30, 2017

For a few years now, analysts have pointed to the evolution of chief financial officer (CFO) as a strategic member of the organization. Finding a solution to competing demands on the CFO presents an opportunity for innovation,” he said in a statement.

CFO 51

CFO Strategic Planning Corporate Finance Risk Management 51

VCFO

SEPTEMBER 21, 2023

Collaborating with a fractional CFO, possessing extensive experience in all facets of business value drivers, can help an owner objectively look at the business through the lens of an investor, and identify and execute on areas of improvement that can be made resulting in a higher exit value. Take the time to take a look.

Valuation 87

Valuation Marketing Benchmarking CFO 87

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Personalysis is one such tool that enables an organization to identify and leverage individual strengths and to see where gaps are present. People Operations/HR Consultant in vcfo’s Dallas market.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

VCFO

MARCH 9, 2022

Armed with excellent communication skills and creative problem-solving techniques, she partners with stakeholders to leverage strategic HR to achieve objectives and implement best practices in the people space. At vcfo, Karli works as a Senior People Operations/ Human Resources Consultant. About vcfo.

Problem Solving 52

Problem Solving Prioritization CFO Compliance 52

Future CFO

JULY 9, 2023

Survey results indicate that strategists believe that, on average, 50% of strategic planning and execution activities could be partially or fully automated though only 15% are currently the case, Gartner pointed out.

Strategic Planning 52

Strategic Planning Leverage Technology Planning 52

Future CFO

NOVEMBER 15, 2023

Training and Skill Development CFOs should invest in ongoing training for their finance teams to enhance their spreadsheet skills and familiarise them with the latest features and best practices. This helps mitigate errors and ensures that teams can leverage spreadsheets effectively.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

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

VCFO

MAY 5, 2022

Ideally, the transaction advisory team will consist of at least one, and often all, of the following: investment banker, attorney, CFO, CPA/tax accountant, and financial wealth advisor. Proper planning, seamless execution, and identifying the right deal team in the early stages will help optimize the tax burden.

Sales 79

Sales Mergers and Acquisitions (M&A) Planning Valuation 79

CFO Talks

FEBRUARY 2, 2024

In the evolving role of a Chief Financial Officer (CFO), mastering risk management, budgeting, and forecasting tools is crucial. A CFO’s role is to identify, evaluate, and mitigate these risks through strategic planning, ensuring the integration of risk management processes across all departments of the organisation.

CFO 52

CFO Strategic Planning Risk Management Forecasting 52

VCFO

JUNE 2, 2023

Leveraging Technology in Retail Environments The already sizable application of technology in retail spaces will increasingly grow as advances in video resolution and analysis, contactless shopping, augmented selling, and related areas continue to emerge.

Retail 66

Retail Finance Leverage Technology 66

Future CFO

OCTOBER 17, 2023

I emphasise how digital technologies can be leveraged to not only elevate their businesses but also ensure their long-term relevance and sustainability in an ever-evolving market. My greatest strengths lie in customer management and strategic planning. Central to our approach is our people-first strategy.

SAP 52

SAP Leadership Finance Strategic Planning 52

Planful

SEPTEMBER 28, 2016

There has definitely been an increase in the number of businesses leveraging technology to improve their financial planning and forecasting. Then, the CFO should conduct a bottom-up analysis to see if there is a good alignment between the two. How Does Data Quality Impact Planning and Budgeting?

Budgeting 40

Budgeting Planning Forecasting CFO 40

Future CFO

APRIL 13, 2022

Digital transformation is a key pillar of the BINUS 2035 strategic plan and the partnership with Workday will support the group in moving its people and finance operations to the cloud to drive data-driven decisions, empower a skills-ready workforce, and future-proof the organisation, Workday noted.

Education 98

Education Strategic Planning Leverage Finance 98

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130