The Charity CFO

JUNE 4, 2025

They build a pipeline, track progress, forecast revenue, and follow up religiously. Instead of relying on memory or sticky notes, he uses Salesforce as a second brainsetting reminders, tracking conversations, and forecasting outcomes. Clear internal communication ensures that your fundraising efforts are aligned with your actual needs.

Sales 74

Sales Nonprofit CFO Forecasting 74

Jedox Finance

OCTOBER 15, 2020

The world has changed so much and so quickly that it has vastly impacted our ability to forecast in the current environment. The reason was simple, the model and forecast were no longer providing useful insight and foresight to the organization. FP&A teams need to be more flexible in the time horizons they forecast for.

Forecasting 89

Forecasting Leverage Communication Technology 89

CFO Talks

NOVEMBER 21, 2024

I believe in breaking challenges down into manageable tasks, which makes them less overwhelming and easier to address systematically. I also rely on open communication and collaboration, particularly when the challenge involves a team. This helps in developing a well-informed strategy to tackle the problem.

CFO 98

CFO Leadership Problem Solving Communication 98

Lime Light

DECEMBER 10, 2024

In todays fast-paced business environment, CFOs and finance teams must go beyond crunching numbersthey need to communicate effectively, offer strategic insights, and deliver impactful presentations. ChatGPT-4 is a game-changing tool that enhances the efficiency and creativity of finance professionals.

Finance 98

Finance Communication Budgeting Forecasting 98

Trade Credit & Liquidity Management

MAY 29, 2025

Credit decision-making, collections, cash application, deductions, and communications are greatly enhanced by AI-powered AR automation. Key advancements include: Predictive Analytics and AI Platforms: AI forecasts overdue payments, prioritizes collections, and tailors strategies to reduce risk and optimize working capital.

Cash Flow Forecasting 52

Cash Flow Forecasting Reconciliations Forecasting Prioritization 52

Future CFO

NOVEMBER 6, 2024

He also highlights the importance of building agility in supply chain management and, external focus and benchmarking in forecasting, whilst continuing to be data and insight-led. He believes that clear, succinct and consistent communication is critical within organisations to ensure focus and drive cross-functional collaboration.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

CFO Simplified

JANUARY 23, 2025

Banks may not fully understand how your specific business has been impacted by changes in the economy, or how it might be affected this year by changes like new tariff policies, so communication is key. Consider revisiting credit terms and maintaining open communication to ensure youre working with customers who can reliably pay.

Cash Flow Forecasting 52

Cash Flow Forecasting Communication Budgeting Forecasting 52

Trade Credit & Liquidity Management

JUNE 2, 2025

Predictive Cash Forecasting: AI models forecast expected cash inflows, enhancing confidence in month-end outcomes and forward-looking cash flow projections. “Leveraging the power of AI, Zuora Collections demonstrates a deep understanding of the evolving needs of subscription businesses.”

Forecasting 52

Forecasting Prioritization Leverage Communication 52

Trade Credit & Liquidity Management

JUNE 2, 2025

In today’s competitive business environment, the credit department’s primary value lies in its ability to facilitate sales in alignment with company forecasts and objectives, not just to minimize risk, but to actively support growth. Clearly communicate these policies so that sales can set accurate expectations with customers.

Sales 52

Sales Prioritization Communication Problem Solving 52

Future CFO

MARCH 3, 2025

Harding emphasises the importance of "the abilities to influence, the abilities to lead, the abilities to communicate and the ability to inspire." The ability to analyse data, identify insights, and communicate those insights effectively is highly valued.

Finance 69

Finance Communication Leadership Profit and Loss 69

Global Finance

JANUARY 2, 2025

Feng Gu GF: About the loss of talent, can better, more timely communication help prevent this? Every quarter it either met or exceeded analysts revenue forecasts. After several years of this squeeze, employee productivity has continued to decline. This is impossible, I think, even for Amazon.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Strategic Treasurer

MAY 5, 2025

From credit and capital access to strategic advisory services, he explores how share-of-wallet, communication, and scorecards can help companies align with the right banking partners. What do these ancient insights reveal about effective treasury leadership and communication today? Tune in to find out.

Treasury 52

Treasury Banking Communication Leadership 52

CFO Thought Leader

APRIL 24, 2025

He details Zetas data-driven mindsetrelying on real-time consumer insights to guide forecasting, investment, and shareholder communications. Drawing from early career experiences abroad, Greiner shares how a lesson in Shanghai traffic flow helped shape his strategic approach: optimize the system you have before building a new one.

CFO 52

CFO Problem Solving Forecasting Communication 52

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Forecasting is the practice of making regular predictions about the company’s expected future results based on the past and present data as well as on the anticipated future events.

Financial Planning and Analysis (FP&A) 130

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

CFO Talks

MAY 29, 2025

Forecasts should reflect current conditions, not assumptions from last quarter. Internal communication should be built around solutions, not just compliance. Forecasting cycles should be made shorter and more flexible. Communication must also improve. This does not require massive transformation.

Finance 52

Finance CFO Compliance Forecasting 52

CFA Institute

MAY 19, 2025

Financial History: Understanding the Past to Forecast the Future. In this role, he leverages more than 14 years of relevant experience consulting for both small and multi-billion-dollar plans. Higgins is the author of Investing in U.S.

Leadership 90

Leadership Investments Forecasting Leverage 90

Strategic Treasurer

MAY 19, 2025

With fine-tuned leading practices for bank relationship management, bank account architecture, forecasting, compliance, managing unknown risks, and more, this guide offers tried and true approaches that will help you and your organization thrive. Why does relationship strength matter, and how can it impact growth initiatives?

Treasury 52

Treasury Accounting Banking Compliance 52

Global Finance

OCTOBER 31, 2024

Growth forecasts indicate further deterioration, with projected GDP of 4.9% However, with the OECD’s GDP growth outlook for 2024 revised downward slightly from the organization’s earlier forecasts, to 2.5%, policy makers at the Bank of Korea are looking to ease interest rates. in 2024, down from 5.2% last year and falling to 4.5%

Marketing 98

Marketing Banking Forecasting Finance 98

CFO Plans

OCTOBER 29, 2024

By forecasting cash flow and aligning it with business objectives, companies can anticipate potential shortfalls and surpluses. Establishing clear credit policies and maintaining open communication channels with clients also contribute to faster payment cycles. Learn How to Enhance Your Cash Flow with these proven strategies.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

The Finance Weekly

FEBRUARY 22, 2025

Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools. Budgeting & Forecasting - Automate budgeting processes and generate real-time financial forecasts based on live data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

Spreadym

SEPTEMBER 19, 2023

Budgeting and forecasting in business are both financial planning tools used by businesses, but they serve different purposes and have distinct characteristics. Here's an overview of the key differences between budgeting and forecasting. Forecast: Forecasts can vary in terms of their time horizon.

Forecasting 59

Forecasting Budgeting Cash Flow Forecasting Benchmarking 59

CFO Talks

JUNE 17, 2025

While legal and communications teams may lead initial responses, it is the CFO who must rebuild the financial and reputational foundations of the business. Short-term forecasts should be conservative and grounded in verifiable assumptions. It is equally important to establish a cadence of transparent communication.

CFO 52

CFO Marketing Auditing Compliance 52

Spreadym

JUNE 2, 2023

Rolling forecast is a financial planning and forecasting approach that involves continuously updating and extending the forecast based on the latest available data and information. As the current period elapses, the forecast is extended by adding a new period, maintaining the same forecast horizon.

Forecasting 52

Forecasting Budgeting Communication Planning 52

CFO News Room

NOVEMBER 6, 2022

Analysts polled by Refinitiv were forecasting earnings of 23 cents per share on revenue of $4.49 Twilio — Shares tumbled 16% after the cloud communications software maker issued a weaker-than-expected revenue forecast for the fourth quarter, despite an otherwise strong third-quarter report. PayPal — Shares declined more than 6%.

Restructuring 130

Restructuring Forecasting Advertising Communication 130

E78 Partners

NOVEMBER 7, 2024

This ensures their communication systems are optimized for performance and security. Benefits of Telecom Expense Management Managing telecom expenses is crucial for businesses aiming to minimize communication costs while ensuring effective service delivery.

Concentration 59

Concentration Vendor Management Communication Risk Management 59

E78 Partners

NOVEMBER 22, 2024

Inadequate Budgeting and Forecasting Another common pitfall is inadequate budgeting and forecasting. Not being transparent about what is spent on software licenses, cloud services, and hardware may result in departments overspending due to redundant tools or unused resources.

Technology 59

Technology Budgeting Forecasting Investments 59

CFO Talks

MARCH 13, 2025

Now, picture the opposite: instant access to real-time financial insights, automated compliance checks, and AI-driven forecasts guiding your next move. Predictive analytics can also help companies forecast future trends, allowing them to prepare for risks and opportunities ahead of time.

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52

Global Finance

OCTOBER 30, 2024

year-on-year in the first half, leading forecasters to raise their full-year projections. “We The government aims to lure foreign direct investment (FDI) into such sectors as tourism, information and communication technology, logistics and transport, and agribusiness. GDP growth has been picking up from 2023’s sluggish 1.1%

Investments 105

Investments Transportation Finance Economics 105

E78 Partners

NOVEMBER 12, 2024

Collaborating with the strategic FP&A team early in the process is particularly valuable, as their forecasts and financial models provide key inputs for impairment testing and other complex calculations.

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59

CFO Talks

NOVEMBER 27, 2024

Communicate Clearly and Honestly Uncertainty makes people nervous. Update your forecasts regularly: Use rolling forecasts that are updated monthly or even weekly. As a CFO, your ability to focus on what you know, stay flexible, communicate clearly, and leverage your team’s strengths can turn chaos into clarity.

CFO 52

CFO Budgeting Forecasting Communication 52

Future CFO

SEPTEMBER 26, 2024

Interpersonal skills are also important, as analysts and modelers can be tasked with communicating complex financial data to colleagues in other functions or locations, or with quickly educating senior leaders. The post The role of automation in financial planning, forecasting appeared first on FutureCFO.

Forecasting 52

Forecasting Planning Budgeting Financial Data 52

Global Finance

DECEMBER 26, 2024

To present a consolidated view, this often requires the integration of data from multiple sources, such as ERP systems, forecast and planning processes, and even local-entity-level global finance team members. Risk assessment is the next critical step. GF: Why is advanced connectivity so important to FX risk management?

Treasury 59

Treasury Risk Management Currencies SAP 59

CFO News Room

NOVEMBER 4, 2022

Twilio — Twilio’s stock plunged nearly 36%, a day after the company issued a weaker-than-expected sales forecast. On Friday, Cowen downgraded the communication tools company to market perform from outperform, citing deteriorating macro trends. PayPal — PayPal slid 5% after lowering its annual revenue growth forecast.

Profit and Loss 130

Profit and Loss Forecasting Sales Economics 130

CFO Talks

MAY 27, 2025

Scenario planning, risk-weighted forecasting, pricing model evaluations, and strategic growth mapping arent nice to have, theyre core tools in your arsenal. Read less about accounting trends and more about human psychology, influence, and communication. That means learning to turn data into decisions. They are finance.

IFRS 52

IFRS CFO Leadership Compliance 52

Spreadym

APRIL 23, 2023

Business intelligence and analytics tools are used to analyze and visualize large volumes of data from multiple sources, identify trends, and forecast demand. Statistical modeling, simulation, and predictive analytics tools are used to forecast demand, plan inventory, and optimize production capacity.

Forecasting 52

Forecasting Technology Sales Planning 52

CFO Talks

JUNE 4, 2025

They are dealing with facts, forecasts, and risk. Credibility Depends on How You Communicate One of the most valuable contributions a CFO can make to public perception is consistent, accurate, and honest communication. You are not just responsible for the numbers. Your technical skills have built your career.

CFO 52

CFO Compliance Communication Leadership 52

The Charity CFO

APRIL 29, 2025

They thrive because they built the right teama team that collaborates, communicates, and drives performance across programs, people, and finances. They dont wait for a crisis to ask questionsthey proactively engage with financial reports, forecasts, and metrics.

Leadership 75

Leadership Accounting Nonprofit CFO 75