The Charity CFO

FEBRUARY 26, 2025

Integrating Data into Strategic Planning Drew advises nonprofits to go beyond generic strategic planning goals and use data to set ambitious targets for addressing core issues in their field. Book a FREE consultation here Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit 52

Nonprofit Strategic Planning Problem Solving Education 52

VCFO

NOVEMBER 1, 2023

These impacts will include major changes to accounting practices and financial reporting, as well as increased scrutiny of contracts, service agreements, and all leases starting now and moving forward. audited or reviewed financial statements). It is critical to engage in strategic planning for the year ahead.

Finance 88

Finance Strategic Planning Auditing CFO 88

CFO Talks

MAY 29, 2025

Reporting Rules That Make or Break Your Reputation Financial reporting is often thought of as the final step in the business process, the box to tick at the end of the quarter or financial year. They understand that reporting, when done right, is not just a reflection of past performance. But that time has passed.

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IFRS Compliance Auditing CFO 52

The Charity CFO

FEBRUARY 13, 2025

What well explore in this blog are three important takeaways: Key Takeaways Financial Red Flags : Nonprofits should be vigilant about red flags such as insufficient unrestricted funding and low cash reserves. Importance of Cash Flow : Understanding cash flow is crucial for maintaining operational stability and planning for future growth.

Nonprofit 52

Nonprofit Strategic Planning CFO Budgeting 52

The Finance Weekly

FEBRUARY 22, 2025

Primarily built for large enterprises and growing mid-sized businesses, the platform supports finance teams in budgeting, forecasting, workforce planning, and financial close processes. 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

The Charity CFO

JANUARY 8, 2025

As the leader of one of Minnesota’s most impactful environmental organizations, Hoffman shared valuable insights on strategic planning, measuring impact, and creating a healthy work culture. The strategic plan helps the organization focus on its unique strengths and strategic advantages, particularly in legal expertise.

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Leadership Nonprofit Strategic Planning Prioritization 52

VCFO

JUNE 29, 2023

Restoring and Ensuring Effective Nonprofit Finance Practices Decades ago, healthcare trailblazer Sister Irene Kraus moved her mantra of “No Margin. Here, we look at what can cause finance and compliance-related practices to go astray in nonprofits, as well as what can be done to get them back on course and keep them there. No Mission.”

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Nonprofit Finance CFO Compliance 67

CFO Talks

JUNE 4, 2025

Todays CFO is not just managing the finances of the business. Financial reports, investor calls, public updates, and even interviews all feed into the broader narrative about a business. Strategic Decisions Reflect on How the Company Is Seen CFOs today are no longer passive participants in strategic planning.

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CFO Compliance Communication Leadership 52

CFO Share

JULY 16, 2024

In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy. Purpose of the Role The controller ensures financial reporting compliance and accuracy while preventing and detecting fraud.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

The Charity CFO

JUNE 10, 2022

Your finance committee spends the most time analyzing and studying your nonprofit’s numbers, yet your entire board of directors is responsible for financial oversight. Doing so helps you ensure your team truly understands your finances and can help you do your job more effectively. Activate the Finance Committee.

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Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

E78 Partners

FEBRUARY 5, 2025

It encompasses everything from integrating the new business into the portfolio to driving operational improvements, optimizing finances, and preparing the company for a successful exit. Strategic Realignment and Long-Term Planning After the acquisition, the private equity firm should re-evaluate the companys strategic direction.

Leadership 52

Leadership Leverage Strategic Planning Investments 52

The Charity CFO

NOVEMBER 23, 2022

The finance director role is critical to the success of any nonprofit, making it one of the most important hires an organization can make. They are responsible for the financial health of the organization. They create and maintain financial records, prepare financial reports, and oversee the organization’s budget.

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Nonprofit Finance Strategic Planning Budgeting 52

Embark With Us

MARCH 20, 2025

Aligning financial reporting systems, tracking and realizing efficiencies, and continuously monitoring financial performance are essential to support patient care and ensure the merged entity's success. Steps for Standardization: Conduct an audit of existing financial reporting and ERP systems in both organizations.

Healthcare 52

Healthcare Auditing Compliance Leadership 52

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 Profit and Loss Compliance 52

Future CFO

AUGUST 30, 2021

What makes for a sought-after chief finance professional (CFO)? According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Problem Solving CFO 52

CFO Thought Leader

NOVEMBER 24, 2024

For Shemesh, this role was a chance to hone her understanding of what it meant to oversee finance operations in a public company. She recalls, “The finance team was very lean at the time, so I had to wear many hats, which gave me broad exposure to financial reporting and controls.” billion, taking it private.

CFO 52

CFO Finance Technology Manufacturing 52

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.

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

The Finance Weekly

MARCH 25, 2024

(GOOGL) stock worth over $20 million, his financial portfolio is quite diversified. Anthony Noto Anthony Noto, a famous finance executive and former NFL exec, now wears the CEO and CFO hats at a fintech company named SoFi. His main job is to handle all money matters at SoFi, like planning, accounting, and dealing with investors.

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CFO Finance Forecasting GAAP 97

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. But at several million in ARR, finance becomes a critical enabler — or disabler — of success. Back to the basics: overseeing accounting is one of the basic tasks of every SaaS finance leader.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Accounting 52

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. But at several million in ARR, finance becomes a critical enabler — or disabler — of success. Back to the basics: overseeing accounting is one of the basic tasks of every SaaS finance leader.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Accounting 52

Centage

JULY 25, 2023

This is because Excel is easy to use and personal finances often require simple formulas and data entry. When you depend on Excel to manage your finances, you may face version control issues, as Excel budget templates are manually prepared and shared. Real-time financial reporting is more vital than ever for budget forecasters.

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

BlueLight

MAY 1, 2020

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. Today, the CFO is expected to inform strategic decisions that drive the success of the company. Let’s get into the details.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

The Charity CFO

OCTOBER 14, 2024

Even if you’re “not a numbers person,” you must learn to navigate financial management. The Importance of Strategic Planning Sarah stressed the need for both a business plan and a strategic plan. Do You Struggle to Make Sense of Your Financial Statements? Need help scaling?

Nonprofit 52

Nonprofit Strategic Planning Budgeting CFO 52

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Future CFO

JULY 23, 2024

This is the view of Georgeta Elena Precup (Moran), CPA,CGMA , Operating Partner - Acting CFO, Advisory at Beyond Podiatry , emphasising how CFOs occupy a unique vantage point, overseeing not only financial health but also strategic planning , risk management, and corporate governance.

Auditing 59

Auditing Communication CFO Strategic Planning 59

The Charity CFO

DECEMBER 11, 2024

Co-creation and Collaboration: Involving team members in strategic planning and decision-making processes helps tap into diverse perspectives and innovative ideas. Do You Struggle to Make Sense of Your Financial Statements? Book a FREE consultation here. Get the free guide!

Nonprofit 52

Nonprofit Leadership Prioritization Problem Solving 52

VCFO

APRIL 21, 2022

Gary is a finance professional with more than 45 years of expertise in business development, global accounting, and process improvement across multiple industries. With a detail-oriented and results-driven work style, his forte lies in implementing effective cost control measures to uphold the organization’s financial integrity.

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CFO Strategic Planning Auditing Finance 52

CFO Talks

OCTOBER 25, 2023

The steward ensures company compliance with financial reporting and control requirements.There are 8 competencies associated with this role, including understanding financial information systems, risk management, and fraud prevention. Key competencies include staff planning, project management, and corporate finance.

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CFO Leadership Risk Management Strategic Planning 52

Global Finance

JULY 29, 2024

Global Finance: You have served at various companies. This kind of strategic planning is essential for our role as CFOs. Financial reporting tools like Workiva are integrating AI, enhancing the preparation of documents such as 10-Ks and 10-Qs, incorporating risk factors and issues from other companies.

CFO 52

CFO Strategic Planning Healthcare Finance 52

A Fractional CFO

JUNE 8, 2022

By Tony Fremarek | A Fractional CFO, LLC A CFO is responsible for managing the financial operations of a business, this includes accounting, financial reporting, cash management, budgeting, maintaining controls, capital structure issues, and financing.

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CFO Strategic Planning Cash Management Budgeting 40

A Fractional CFO

APRIL 29, 2021

By Tony Fremarek | A Fractional CFO, LLC A CFO is responsible for managing the financial operations of a business, this includes accounting, financial reporting, cash management, budgeting, maintaining controls, capital structure issues, and financing.

CFO 40

CFO Strategic Planning Cash Management Budgeting 40

BlueLight

JULY 30, 2020

The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. Historically, the CFO role was focused on backward looking information: ensuring on-time and accurate financial reporting. The following are select responses from the finance leaders.

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

The Charity CFO

NOVEMBER 10, 2022

Whether you are an educational, charitable, religious, sports, or other public-benefit organization, you need to have a good handle on your finances in order to make the most impact. Yes, they might have a board member or volunteer who takes care of the finances, but they often lack specific expertise in nonprofit accounting.

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Nonprofit Accounting Auditing GAAP 52

CFO Plans

JULY 25, 2024

Discover how CFO Plans can help transform your financial management with SaaS-based accounting software that promises to revolutionize how manufacturing businesses handle their finances. Get started with automated financial operations today. Explore virtual CFO services and financial consulting.

Manufacturing 52

Manufacturing Accounting CFO Startups 52

CFO Share

AUGUST 22, 2024

Enter the fractional CFO—a part-time financial expert who can provide top-tier financial oversight without the full-time cost. CFO compensation increases with extensive experience in your industry, proven strategic planning skills, and a track record of driving financial performance. What is a Fractional CFO?

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CFO Restructuring Strategic Planning Budgeting 52

The Charity CFO

JUNE 27, 2024

This process should include: Clarifying the vision, mission, and values of the organization Developing a strategic plan for the organization Establishing clear goals and objectives, such as defining nonprofit KPIs Defining and clarifying the goals and mission of your organization sets you up as a successful leader. Get the free guide!

Nonprofit 52

Nonprofit Leadership Strategic Planning Communication 52

Beacon CFO Plus

NOVEMBER 15, 2023

Fractional CFOs help monitor and optimize cash flow to ensure your company’s financial stability and growth. Financial Reporting: They prepare and analyze financial reports, providing valuable insights into your company’s financial health. This helps you make informed decisions.

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CFO Budgeting Financial Analysis Strategic Planning 52