The Finance Weekly

MARCH 1, 2022

Maturity in finance, particularly in FP&A, entails accepting complexity and expanding your capabilities. But what does maturity mean for FP&A, specifically? Defining Maturity for FP&A Simply said, FP&A maturity means you're , free of manual processes and spreadsheets , allowing you to focus on decision-making.

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E78 Partners

SEPTEMBER 14, 2023

Today, companies must adapt, evolve, and plan meticulously to stay competitive and profitable. To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. It almost always fails because it’s too late.” Enter – The BP&B Health Check. Enter – The BP&B Health Check.

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Future CFO

SEPTEMBER 14, 2020

Unlike a typical financial downturn, the impact of COVID-19 pandemic has been far more difficult to predict. The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world.

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Collectiv

FEBRUARY 6, 2023

In the latest episode of Collectiv Conversations, I chatted with Stephen Newland about the future of financial planning and analysis and how we can improve the forecasting and budgeting process. Stephen is the director of FP&A at GrowthLab Financial , which offers finance-as-a-service for growing businesses.

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Financial Planning and Analysis (FP&A) Budgeting Leadership Forecasting 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.

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Future CFO

NOVEMBER 15, 2023

When these disconnected versions are later combined or compared, discrepancies can arise due to outdated information, formatting inconsistencies, or human errors during manual data entry,” said Ervina Waty , group chief financial officer at Ateria. Spreadsheet use remains a staple of many business functions. And why not?

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Centage

MAY 3, 2022

The leading provider of modern cloud-based FP&A solutions for mid-sized organizations, Centage Corporation prides itself on empowering today’s financial leaders to better guide their organizations to success. As a result, users can reduce manual tasks for budgeting and planning without compromising the integrity of the end result.

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Financial Planning and Analysis (FP&A) Budgeting Forecasting Data Analysis 98

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.

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Collectiv

JANUARY 2, 2023

With technology evolving at a rapid pace and many teams adjusting to a permanent remote or hybrid work model, this is the time to take stock of your progress and plan the next steps. Work environments are rapidly changing—preparing now will set financial professionals up for productivity for years to come.

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The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Despite the persistent list of priorities, it changes over time.

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

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?

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Planful

JUNE 15, 2017

So what does the day-to-day role of FP&A look like in today’s landscape, and how has it evolved? 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. Key Challenges Facing FP&A. How the Role of FP&A Has Changed.

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

Future CFO

MARCH 13, 2023

Gartner surveys looking to 2022 show that CFOs, controllers and heads of financial planning and analysis (FP&A) are all focused on digital initiatives that will lay critical groundwork for an autonomous future. Stakeholders can utilise the data to assess business performance and plan," she added.

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The Finance Weekly

APRIL 27, 2022

As an FP&A professional, one of the key foundation points is to build trust and respect with the business. Business partnering roles support the highest leadership levels of an organization and have access and visibility into the horizontal and vertical layers of the company. Steps to Success in FP&A Business Partnering 1.

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CFO Leadership

SEPTEMBER 28, 2021

WE ARE PROUD TO ALIGN WITH ORACLE NETSUITE AS A NATIONAL SPONSOR OF THE CFO LEADERSHIP COUNCIL. Our data indicates that as hard as leaders tried to clearly communicate priorities throughout the pandemic, those efforts have not always gotten everyone on the same page. Six Quarters of Spending Expectation Data. Role Reversal.

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Planful

OCTOBER 19, 2021

The person in this role should provide the board the financial knowledge needed to set the company’s larger strategy. From there, you can decide how to leverage your financial acumen and recommend the best way forward. CFOs play a vital role in informing the board’s corporate governance. But corporate governance isn’t static.

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Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

Planful

JANUARY 11, 2022

Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. To get you started, here are 5 ways you can use AI to transform finance and 5 ways AI can speed your move away from yesterday’s technology for a total of 10 tips you can put to work today.

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

The Finance Weekly

NOVEMBER 27, 2022

Extended Planning and Analysis (xP&A) is a form of financial planning that takes the best financial planning and analysis capabilities and extends them into other fields across the organization. Continuous planning. Benefits of xP&A. Improved performance across the organization.

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Financial Planning and Analysis (FP&A) Planning Forecasting Leadership 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. An effective leadership team depends on the CEO and CFO being a great double act. Sereen Teoh, CFO, BIG Loyalty. When did you start to become interested in finance?

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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. Tell us a little more about Nathan.

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Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Planful

MARCH 15, 2016

The New Jersey Chapter of the CFO Leadership Council held a panel discussion on “Attracting and Retaining Top Talent.” Another panelist mentioned that Millennials have different expectations, therefore the CFO must use creative strategies to keep them motivated and engaged during changes in leadership.

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Finance Financial Planning and Analysis (FP&A) CFO Value-Added Analysis 40

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. .”

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