CFO Plans

DECEMBER 2, 2024

As businesses aim for growth, astute financial management becomes essential. Join us as we explore unique perspectives on financial reporting and data analysis, offering actionable insights for hospitality business owners seeking growth opportunities without a dedicated financial strategist.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

CFO Talks

MARCH 5, 2025

To make sure everything aligns: Set up strong internal processes Have a clear system in place for collecting and verifying financial data. Keep track of reporting deadlines Use a compliance calendar so you never miss a submission. If the data is incorrect or unclear, the company may face penalties or extra audits.

IFRS 52

IFRS Auditing Compliance Financial Data 52

CFO Plans

JUNE 27, 2024

Customized Financial Reporting for Better Decision Making Every business has unique financial needs and goals. Outsourced accounting services provide customized financial reporting that offers a clear and comprehensive picture of a company’s financial health.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 52

The Finance Weekly

FEBRUARY 26, 2025

Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies. Prophix aims to address these challenges by offering advanced, cloud-native financial planning solutions. Investment Planning Evaluate potential investments through dynamic modeling.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Modeling Forecasting Budgeting 52

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? Bad data, inaccessible information, and outdated processes make FP&A more difficult. Gain Approval - Present the plan to management with expected benefits.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

Future CFO

FEBRUARY 14, 2025

This includes how data security is viewed as a top concern for 44% of Asian enterprises, exceeding the global average and how AI model accuracy is just 32% on average, with only 30% of data is structured, revealing messy data foundations.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

E78 Partners

OCTOBER 30, 2024

To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). Creating a ‘Single Source of Truth’ for Financial and Operational Data Accurate and reliable financial information is essential.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have. What is financial reporting software?

Financial Reporting 52

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

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. This allows for a personalized view of the financial data. This helps identify trends and patterns that can inform future strategies.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

The Charity CFO

MAY 31, 2024

But what financial reports are most important to build that trust through transparency with your board of directors? Statement of Financial Position Your statement of financial position is a financial report that provides an overview of the organization’s financials at a specific point in time.

Nonprofit 52

Nonprofit Financial Reporting Budgeting CFO 52

Centage

JANUARY 17, 2023

Between a volatile stock market, high interest rates, supply chain issues, inflation, and a possible recession, having a solid financial planning process in place is an important piece of sustaining your business through challenging times. Today’s business leaders are facing unprecedented uncertainty. Was it a salesmanship issue?

Financial Planning and Analysis (FP&A) 98

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

Centage

DECEMBER 7, 2022

the maker of QuickBooks Online Advanced, to bring automated budgeting, forecasting, reporting and analytics capabilities to QuickBooks Online Advanced customers and mid-market organizations looking for more robust and streamlined budgeting capabilities. Real-time reporting – specifically around variance reporting, and alerting.

Budgeting 98

Budgeting Planning Forecasting GAAP 98

CFO Talks

FEBRUARY 12, 2025

It allows businesses and organisations to predict future income, expenses, and cash flow, ensuring that they remain financially stable and prepared for challenges. However, forecasting is not just about guessing numbersit is a structured process that relies on analysing past data, considering present trends, and planning.

Forecasting 52

Forecasting Budgeting Economics Planning 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

CFO Talks

FEBRUARY 20, 2025

The real value lies not in reporting the past but in questioning, interpreting, and challenging financial data to drive better decisions for the future. Financial reports are produced the same way they have always been. Yet, in many organisations, the status quo remains unchallenged. The problem?

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

E78 Partners

FEBRUARY 26, 2025

Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

The Charity CFO

JANUARY 22, 2025

Improved Decision-Making : Department heads equipped with financial data can align spending with strategic goals, ensuring every dollar is used effectively to further the mission. Improved Succession Planning : The world doesnt collapse if a key team member needs to take a short or longer leave of absence. Get the free guide!

Nonprofit 52

Nonprofit Leadership Accounting Budgeting 52

Future CFO

MARCH 3, 2025

Repetitive tasks, such as financial reporting, are increasingly being automated, freeing up finance professionals to focus on strategic initiatives. A recent report by McKinsey estimates that automation could potentially displace up to 30% of work activities in finance and accounting.

Finance 69

Finance Communication Leadership Profit and Loss 69

PYMNTS

JULY 5, 2017

. “Companies still rely too much on Excel for reporting,” Born explained. “They invest heavily in corporate performance management solutions to consolidate their financials and corporate plans, but still send out Excel sheets and PowerPoint slides to senior management and other stakeholders.”

Financial Data 52

Financial Data Financial Reporting Auditing CFO 52

CFO Talks

NOVEMBER 27, 2024

Review existing data: Look at your company’s historical trends, current financial data, and market research. Even if the data isn’t perfect, it can give you a starting point. What’s your plan in each case? What’s important is to show that you have a plan. Ask questions: What information do you have now?

CFO 52

CFO Budgeting Forecasting Communication 52

CFO Plans

SEPTEMBER 24, 2024

Ready to elevate your small business’s financial strategy? Discover expert tax planning and accounting services designed to help you thrive. Navigating the financial landscape of a small business can be overwhelming. Get cost-effective financial solutions for your business.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

Lime Light

NOVEMBER 4, 2024

According to the 2024 Global Finance Trends Survey, 69% of finance leaders recognize the critical role of financial planning and profitability analysis in strategic decision-making. Interpreting financial data, especially complex datasets, can pose challenges, even for seasoned professionals.

Planning 52

Planning Financial Data Finance Financial Reporting 52

The Charity CFO

FEBRUARY 20, 2025

Plan for Seasonal Fluctuations : Map out expected income and expenses by month to anticipate and prepare for lean periods. Engage Department Heads : Involve program managers and department heads in the budgeting process to give them ownership over their areas financial planning.

Nonprofit 52

Nonprofit Budgeting CFO Prioritization 52

Centage

SEPTEMBER 14, 2021

When it comes to business budgeting and planning, traditional spreadsheets are labor-intensive, prone to errors, and static, so it can be difficult to get a clear view on your current and future financial position. With the fast pace of business change, CFOs need accurate financial information to make informed decisions on the fly.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

Spreadym

NOVEMBER 16, 2023

The best Financial Planning and Analysis (FP&A) software typically offers a range of features designed to help organizations effectively manage their financial performance. Users can input data, make adjustments, and project future financial scenarios.

Financial Planning and Analysis (FP&A) 59

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

The Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. Planful is one of these top FP&A software solutions , and this article will review their features, reviews, and customer feedback.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52

PYMNTS

MARCH 4, 2020

The enterprise resource planning ( ERP ) system has been a staple of corporate finance operations for years, acting as a central repository of data and a hub to initiate a range of processes, from accounting to procurement. He pointed to financial reporting as one example of this shift. Modernizing the ERP.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

The Finance Weekly

MAY 29, 2024

Financial planning and analysis (FP&A) solutions provide a complete platform for organizational planning, which is important for all businesses. Understanding their financial status and performance is key for business growth. Two of these companies, Planful and Vena are popular for many reasons.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52

CFO Share

JULY 16, 2024

A controller primarily oversees accounting processes, ensuring accurate financial records and compliance with regulations. In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy.

Financial Planning and Analysis (FP&A) 98

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

CFO Talks

JUNE 18, 2025

This includes setting performance indicators, training managers to read and interpret financial reports, and maintaining oversight without micromanagement. Most importantly, structural decisions must always support the recovery plan. Good finance leadership is not about saying yes or no to every decision.

CFO 52

CFO Finance Leadership Accounting 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Planful

JULY 20, 2018

Yesterday, we announced one of the biggest advancements yet to Planful Spotlight for Office. Now finance teams can quickly build dynamically refreshed management and financial reports directly within Microsoft Excel, Word, and PowerPoint. Faster, Easier Reporting Inside Microsoft Office. Well, there’s good news.

Microsoft Office 40

Microsoft Office Financial Reporting Financial Data Finance 40

Centage

JULY 25, 2023

At Centage, we deliver an industry-leading solution known as Planning Maestro® to businesses like yours to overcome the challenges that Excel spreadsheets present. Otherwise, you risk sharing incorrect financial data. Highly Personalized Many Excel users utilize spreadsheets for personal budgeting and financial planning.

Budgeting 98

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

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

CFO Talks

SEPTEMBER 5, 2024

Whether it’s streamlining financial reporting, enhancing data accuracy, or ensuring compliance with South African regulatory standards, clearly defining these objectives will guide the entire design process. Choosing the Right Software and Technology Selecting the appropriate financial software is a critical decision.

IFRS 98

IFRS GAAP Compliance Reconciliations 98

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. More often, they fall apart in execution when integration plans lack structure, teams are misaligned, and critical dependencies are overlooked.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Leadership Profit and Loss Communication 52

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. Even with password protection, your critical information is still vulnerable.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98