Beacon CFO Plus

MAY 5, 2023

Knowing what you’re doing begins with having a strategic plan in place for your business that incorporates risk management. With the guidance of a fractional CFO, you can strengthen your strategic plan to incorporate risk mitigation and be better prepared to handle whatever situations arise for your business.

Risk Management 52

Risk Management CFO Strategic Planning Compliance 52

CFO Leadership

JANUARY 25, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. Environmental, social and governance (ESG) metrics and measurements would top their priority lists.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

Beacon CFO Plus

NOVEMBER 15, 2023

They provide insights into budgeting, forecasting, and financial planning. Compliance and Governance: Fractional CFOs adhere to financial regulations and reporting requirements, reducing the risk of legal and financial penalties. Cash Flow Management: Managing cash flow is critical for SMEs.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

CFO Talks

FEBRUARY 9, 2024

Understanding the rising costs of cybersecurity: The cost of cybersecurity continues to escalate, driven by the increasing complexity of cyber threats, regulatory compliance requirements and the growing reliance on digital technologies.

CFO 52

CFO Strategic Planning Leadership Education 52

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

The Charity CFO

JUNE 7, 2023

Is this just a necessary evil just to meet compliance requirements , and make sure there’s enough cash in the bank? In this post, we’ll walk through the most important financial statements, and explain the strategic benefit you can gain by pulling the maximum value from the data. Nonprofit financial statements.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

CFO Leadership

JANUARY 5, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. Environmental, social and governance (ESG) metrics and measurements would top their priority lists.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

Future CFO

JANUARY 7, 2024

Finance leaders must collaborate with chief information officers and chief transformation officers to align budget priorities, integrate strategic planning decisions, and respond swiftly to market changes.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

Spreadym

SEPTEMBER 12, 2023

Budget preparation is the process of creating a detailed financial plan that outlines an organization's expected income and expenses for a specific period, typically for a fiscal year. Consider Contingencies: Plan for unexpected expenses or emergencies by including a contingency fund in your budget. 3 to 5 years).

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

The Charity CFO

MARCH 22, 2024

Compliance and privacy concerns: As more states introduce legislation regarding digital privacy , nonprofits must be able to keep up with regulatory compliance and keep data safe. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

VCFO

JUNE 29, 2023

Underscoring this was her ahead-of-the-curve understanding that mission-centered organizations must have strong finance and compliance-related practices and expertise in place to be able to provide services in line with their mission. Supporting strategic planning, budget development, cash flow projections, analysis, and related activities.

Nonprofit 69

Nonprofit Finance CFO Compliance 69

VCFO

AUGUST 26, 2022

Clint Rogers is a senior finance professional with more than 20 years of experience overseeing financial teams and guiding them through strategic planning, analysis, and forecasting in order to increase revenue and profitability. vcfo Austin team expands to include Clint Rogers, Senior Consultant.

Strategic Planning 52

Strategic Planning Construction Compliance Forecasting 52

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. Strategic Thinking: FP&A candidates align financial goals with the company's strategic objectives, contributing to long-term planning and decision-making.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

Future CFO

SEPTEMBER 18, 2023

Flexibility Fractional CFOs can be engaged for specific tasks or projects, such as financial analysis , fundraising, budgeting, strategic planning or improving financial processes. Strategic guidance Fractional CFOs can provide valuable strategic insight to help guide the company's financial decisions and long-term planning.

CFO 52

CFO Leadership Strategic Planning Financial Analysis 52

CFO Leadership

DECEMBER 12, 2022

Digital transformation: Digital tools can help support expansion, including systems that provide real-time and other payments across geographies, streamline cross-border compliance and protect businesses from fraud and cybercriminals across global jurisdictions. Other articles from this Special Edition Newsletter.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

Future CFO

NOVEMBER 15, 2023

Risk Management and Compliance CFOs need to ensure that their financial processes and spreadsheets comply with various regional and international regulations. This might involve implementing automated compliance checks and utilising tools that provide real-time alerts for potential risks.

Financial Planning and Analysis (FP&A) 52

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

Boston Startup CFO

APRIL 3, 2023

Additionally, you open yourself up to compliance and audit issues, and you’ll potentially decrease your chances of securing funding and financing. Adopting innovative solutions tailored to industry-specific accounting needs will streamline operations and enhance compliance and decision-making capabilities.

Accounting 52

Accounting Accounting Principles GAAP Compliance 52

CFO Share

NOVEMBER 11, 2023

For small business owners, the key takeaway is that while amortization of intangible assets is part of accounting compliance, it shouldn’t be a priority in your strategic planning or financial decision-making. Looking for business tips on critical financial metrics?

GAAP 52

GAAP Accounting Standards Strategic Planning Compliance 52

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

The Charity CFO

NOVEMBER 23, 2022

CFAs are best known for investment analysis and wealth planning, CPAs for tax preparation and financial statement auditing, and CFPs for financial planning. Expertise in various technology systems also helps improve bookkeeping and accounting productivity, accuracy, and compliance. How to verify. Why this is important.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships.

CFO 52

CFO Strategic Planning Auditing Leadership 52

Future CFO

APRIL 6, 2023

The solution takes a top-down approach by connecting tax to consolidation, centralising enterprise data, and automating processes and calculations to facilitate compliance process, the firm said. The post Pillar Two regulations: Wolters Kluwer launches solution to help MNCs comply appeared first on FutureCFO.

Strategic Planning 52

Strategic Planning Compliance Finance Financial Data 52

PYMNTS

MARCH 11, 2020

FreshBooks rolled out its VAT Return Report last year to assist more owners of small businesses get ready for tax time compliance. FreshBooks has been serving the British market for over 10 years; however, recent client growth has inspired the company to put a higher level of focus and investment into the area.

Accounting 52

Accounting Nonprofit Strategic Planning Compliance 52

VCFO

FEBRUARY 15, 2023

She is highly effective at executing finance function strategically, establishing financial and risk controls, and overseeing capital structure. Lee Ann’s depth and breadth of expertise includes board reporting, audit preparation, business plan development, market research and analysis, risk management, and capital requirements.

Auditing 52

Auditing CFO Risk Management Budgeting 52

Jedox Finance

JUNE 26, 2019

We are pleased to welcome an expert in Financial Planning and Analysis (FP&A), Mr. Anders Liu-Lindberg, as a guest to the Jedox blog. In a large scale survey by a global firm, CFOs named Financial Planning & Analysis (FP&A) a top priority to transform and derive more value. Taking action.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

PYMNTS

JANUARY 3, 2020

In an interview with PYMNTS, Liz Armbruester, senior vice president of Global Compliance at Avalara , said 2019 represented a watershed year for tax compliance as states embraced the economic nexus model and passed marketplace facilitator laws. Even the consequences of non-compliance can be fragmented. Cross Border Complexity.

Sales 53

Sales Compliance Economics Strategic Planning 53

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

Financial Planning and Analysis (FP&A) 130

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

PYMNTS

JULY 7, 2020

Earlier this year, Liz Armbruester, senior vice president of global compliance at Seattle software company Avalara, told PYMNTS cross-border commerce is expected to reach as much as 15 percent of the online retail market. “We Amazon Web Services, Google and Spotify did not respond to requests for comment.

Sales 56

Sales Strategic Planning Budgeting Compliance 56

Centage

JULY 12, 2022

Kate Drenckhahn is Centage’s Senior Product Manager focused on the strategic planning and execution of new and existing Planning Maestro functionality. Most recently Kate wore many hats at CABEM Technologies, where she managed a competency and compliance management system.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

CFO Simplified

DECEMBER 12, 2021

Finance focuses primarily on the management of assets, liabilities, and strategic growth planning. Growth planning . In publicly traded companies, the CFO is also responsible for the company’s compliance with Securities and Exchange Commission (SEC) rules and regulations. Cash flow forecasting.

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

Beacon CFO Plus

DECEMBER 1, 2021

Strategic/Market: Changes in the industry, new research, or major players merging. Compliance: The rules and regulations specific to your industry. How would a major shift in interest rates affect that payment plan? Have a strategic plan. If it grew, to what do you attribute that growth?

CFO 52

CFO Strategic Planning Compliance Planning 52

PYMNTS

AUGUST 5, 2020

Then there’s a checklist of 503 items that the Thrasio team applies to their new acquisition — from operations to platform compliance to product specs and marketing practices. After an acquisition, Thrasio likes to keep the founders in place to help them onboard and download their intimate knowledge of the company.

Valuation 134

Valuation Strategic Planning Compliance eCommerce 134

VCFO

MARCH 9, 2022

In addition, she has also managed and administered a benefits plan with a spend of $155 million and is a subject matter expert in retirement and pension compliance. Karli is a certified Senior Professional in Human Resources (SPHR) from the HR Certification Institute (HRCI). About vcfo.

Problem Solving 52

Problem Solving Prioritization CFO Compliance 52

CFO Talks

MARCH 14, 2024

No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Charity CFO

AUGUST 28, 2023

This isn’t always a priority for dedicated nonprofit professionals, who may spend more of their time focusing on the issue or cause their group is involved with, as well as programming, donor relations, and event planning decisions. However, financially-minded folks are crucial for a variety of reasons.

Nonprofit 52

Nonprofit Problem Solving Finance CFO 52

The Finance Weekly

OCTOBER 13, 2021

Strategic: Quality of various strategies helping companies reach short and long term goals. Compliance: Abide by laws regarding environmental regulations, financial reporting, etc. In this way, the FC can provide high-detail, granulated financial analysis that can be used by the CFO for broader financial planning.

Financial Planning and Analysis (FP&A) 52

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

VCFO

SEPTEMBER 21, 2023

Whether the plan is a near term sale or a sale transaction in the distant future, proactively identifying and adopting the right strategies and activating the optimal value creation levers will result in the maximization of value and the accomplishment of owner overall financial objectives.

Valuation 87

Valuation Marketing Benchmarking CFO 87