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.

Financial Planning and Analysis (FP&A) 115

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

The Finance Weekly

JANUARY 21, 2024

Under this familiar process, financial personnel export data from their organization's software, typically the company's Enterprise Resource Planning (ERP) system. One workaround found in cumbersome financial reporting processes includes using old legacy Excel-based financial models.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

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

Centage

DECEMBER 1, 2021

According to Gartner , 71% of financial leaders are conducting cash flow forecasts more frequently than once a week — and they are being asked to share these financial scenarios with their superiors just as often. Produce scenario plans. Manage every dollar. Review all of your cash outflows/payments. Watch Demo.

Forecasting 98

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

Boston Startup CFO

FEBRUARY 1, 2023

Preparing for fundraising If you are planning to raise funds for your startup, there are many pitfalls and unknowns. A fractional CFO can provide significant value to the process by: Developing a financial plan : A financial plan is a key component of any fundraising effort.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

The Finance Weekly

OCTOBER 13, 2021

Compliance: Abide by laws regarding environmental regulations, financial reporting, etc. These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

AUGUST 7, 2023

This allows AI to: Help solve complex problems Tackle complicated projects Adapt as needed based on conditions and inputs It’s been in development for decades, but recent advances have made the technology more impressive and accessible to the average person. Enhanced Data Analysis and Decision Making Tired of number crunching?

Nonprofit 52

Nonprofit CFO Communication Data Analysis 52

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.

Financial Planning and Analysis (FP&A) 40

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

Planful

DECEMBER 28, 2016

In the final weeks and days of the year, while there is a keen focus on finishing up the year strong and closing the books, it is also important to plan for the new year. Pre-planning and preparation make it possible to close out 2016 strong and head into the new year with confidence. Technology updates that offer new functionality.

Benchmarking 40

Benchmarking Reconciliations Data Analysis Technology 40

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. As organizations expand, they will need to rely on more complex reporting functions.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

Jedox Finance

JULY 11, 2023

According to KPMG, 65% of international dealmakers believe ESG is a key consideration when making investments and in merger and acquisition decisions, 1 and EY reports that 99% of investors use ESG disclosures as a part of their investment decision-making.

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 3, 2022

If your business has used Excel for financial forecasting, you may have found some challenges with the program. These obstacles can become even more pronounced as your business grows and your financial planning gets increasingly complex. With these spreadsheets, you can store, organize and analyze valuable data.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. So, why are so many companies relying on them to handle their financial needs? As organizations expand, they will need to rely on more complex reporting functions.

Securities 52

Securities Cash Flow Forecasting Budgeting Forecasting 52

The Charity CFO

NOVEMBER 2, 2023

Since it was first organized more than a decade ago, it’s become a significant part of the financial picture for many nonprofits, who look forward to a surge in donations related to the giving-focused event. The best organizations undertake a dedicated, carefully planned campaign to make the most of the opportunity.

Nonprofit 52

Nonprofit CFO Leverage Data Analysis 52

Centage

JANUARY 19, 2024

Cost allocation (also called spend allocation) refers to the strategic distribution of financial resources within a business to optimize operational efficiency and maximize profitability. It involves the meticulous planning and budgeting of funds across various facets of the organization, such as departments, projects, or physical locations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Numbers 52

Centage

OCTOBER 3, 2022

If your business has used Excel for financial forecasting, you may have found some challenges with the program. These obstacles can become even more pronounced as your business grows and your financial planning gets increasingly complex. Why Businesses Use Spreadsheets for Financial Forecasting.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52