CFO Plans

AUGUST 21, 2020

It is a series of actions that occur throughout an entity’s operations and is used to guide the operations by the management in order to achieve the objectives of an entity in relation to the operational effectiveness and efficiency, financial reporting reliability, and compliance with laws & regulations.

Compliance 52

Compliance Reconciliations Communication CFO 52

The Finance Weekly

APRIL 27, 2022

Set Firm Organizational Standards: As a leader, you have the power to define the company’s operational approach, values, and standards of conduct, expressing the expectations in value statements, company policies, ethical codes, and communications. Document Your Policies: Policies all require clarity, communication, and consistency.

Leadership 52

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

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. Instituting a stable workflow environment around the technology can make the transition easier for everyone.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

The Charity CFO

APRIL 25, 2024

We didn’t have anything automated, which led to a lot of communication and not understanding where things stood,” Brandi explained. “I Brandi went through a similar transformation at Connections, to the point where their nonprofit board is thrilled with the quality of information contained in the monthly financial reports.

Nonprofit 52

Nonprofit Accounting CFO Auditing 52

The Charity CFO

JANUARY 5, 2023

Maintaining healthy financial management is critical for the organization’s sustainability, stability, and flexibility, now and in the future. Poor financial reporting. Keeping everything connected should be at the heart of your approach to financial management. Collaboration issues. Destruction of physical assets.

Nonprofit 52

Nonprofit GAAP Budgeting Auditing 52

Planful

JANUARY 11, 2022

As technology crunches the growing volumes of data, soft skills like critical thinking, problem-solving, and communication will become crucial for Finance to succeed. #1 Without AI, employees are burdened with hours of monotonous tasks like reporting and data reconciliation. 1 – Let AI do the heavy lifting.

Financial Planning and Analysis (FP&A) 40

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

Spreadym

JUNE 19, 2023

It offers features such as cash flow forecasting, bank reconciliation, and expense tracking. Xero integrates with various payment platforms and provides real-time financial insights. Reporting Limitations: Some users have reported limitations in terms of advanced reporting capabilities in FreshBooks.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

Planful

DECEMBER 28, 2016

To discuss the topic of financial reporting tips that will help create a smoother year-end close, Planful, in cooperation with CFO.com, invited thought leaders from The Hackett Group to participate in a webinar titled, The CFO Playbook on Financial Reporting: Tips for a Smoother Year-End Close. Communication gaps.

Benchmarking 40

Benchmarking Reconciliations Data Analysis Technology 40