CFO Talks

APRIL 17, 2025

Critically, CFOs must move beyond siloed financial data and begin synthesising a broader spectrum of intelligence. A new cloud ERP, an AI-powered planning tool, or a clever dashboard only deliver value if they help the business make better decisions faster. But more importantly, it enables proactive mitigation.

CFO

CFO Talks

JULY 16, 2025

However, one of the most powerful and often overlooked pathways to strategic finance leadership is through operational finance. Strategic Thinking Begins at Ground Level CFOs are expected to contribute to strategic decisions, from capital investment and resource planning to risk management and growth strategy.

Finance

Future CFO

MAY 11, 2025

I like to start my day early, using those fresh morning hours to review client matters, think through strategies, and plan ahead with a clear mind. Its a real-world chess game where every move matters, and every piece - financial data, legal contracts, operational substance - must align under intense scrutiny and huge pressure.

Leadership

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)

Future CFO

JULY 29, 2025

Mike Whitmire , co-founder and CEO of FloQast , emphasises the growing importance of these technologies in the modern finance organisation, stating: “AI agents have the potential to fundamentally shift how CFOs and finance teams plan, analyse, and report their financials by enabling real-time insights and predictive capabilities.”

Finance

CFO Talks

NOVEMBER 7, 2024

Yvonne’s career in finance and leadership has positioned her as an influential figure, holding executive roles since 2005 and contributing significantly to MINT’s growth and innovation. Then I will look at emails and plan so by 8am the day is ready to go. Prefer workout in the evenings What sparked your interest in finance?

CFO

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)

Global Finance

DECEMBER 27, 2024

Cloud computing is having a significant impact on organizations and especially the CFO, where its allowing for real-time access to financial data, says Craig Stephenson, global head of Tech, Ops, Data/AI, and InfoSec Officers Practice at Korn Ferry.

Technology

CFO Strategic Partners

APRIL 14, 2025

Whether you’re a CEO or a department manager, a good grasp of financial principles helps you advocate for your goals, plan strategically, and stay on course when the unexpected happens. Let’s take a look at 5 reasons to accelerate your financial learning curve. For business leaders, this question is central to long-term success.

Mergers and Acquisitions (M&A)

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)

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

CFO Talks

JUNE 18, 2025

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

CFO

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

Bramasol

JANUARY 15, 2025

The next frontier of artificial intelligence that is accelerating in 2025 is agentic AI, which uses sophisticated reasoning and iterative planning to autonomously solve complex, multi-step problems. The SAP green ledger offers bottom-up, audit-ready sustainability metrics that are managed with the same accuracy as corporate financial data.

SAP

Future CFO

DECEMBER 15, 2024

Afternoons are a mix of strategic planning sessions and deep dives into emerging technologies, particularly Generative AI. As a result, users can complete tasks like reconciling accounts, forecasting, while analysing financial data can be completed with unprecedented speed and accuracy. Lunch is a quick but mindful break.

Strategic Planning

Embark With Us

MARCH 20, 2025

Ensure Consistent Financial Data Consistent financial data is another critical component of accurate reporting, analysis, and decision-making, all of which are crucial for supporting patient care initiatives. Better Patient Care : Financial stability ensures resources are available for patient care initiatives.

Healthcare

Bramasol

JULY 16, 2025

Personalized Offerings : With an increasing focus on customer satisfaction and engagement, businesses need ERP systems that enable personalized service offerings, flexible payment plans, and more efficient customer interactions. The system ensures accurate billing and allows utilities to offer flexible payment plans that meet customer needs.

SAP

The Finance Weekly

JANUARY 19, 2023

The CFO role traditionally has two high-level leadership archetypes: strategic and operational. An operational CFO optimizes performance by combining data from various departments with financial data. A strategic CFO focuses on creating long-term plans to achieve the company's goals.

Leadership

CFO Simplified

MARCH 27, 2022

This, however, does not necessarily mean that strategic planning is off the table. A proactive way for business owners to mitigate their risk is through contingency planning. So, what is contingency planning, and what is a CFO’s role in creating this strategy? What is Contingency Planning? Risk Management and Leadership.

CFO

Jedox Finance

JANUARY 12, 2022

The answer to these questions and more: a solid financial plan. What is the corporate financial planning process? What is the goal of corporate financial planning? The importance of financial planning for your company. Types of corporate financial planning. Table of Contents.

Planning

Future CFO

FEBRUARY 15, 2021

The report noted that 43% of respondents to the study say their organisations have become more focused on scenario planning and stress testing as a result of the pandemic. We should start implementing and scaling automation to help increase the accuracy and reliability of financial data. Thinking automation is passe. “We

Financial Data

E78 Partners

SEPTEMBER 9, 2024

Under these pressures, one aspect often underestimated is the power of strategic budget planning. It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. This is where scenario and sensitivity analyses come into play.

Budgeting

The Charity CFO

MARCH 22, 2024

Types of Data for Nonprofits The types of data a nonprofit might use for decision-making can vary between organizations. Most nonprofits will use at least one of three types of data: Financial data: Financial data includes any data relating to the finances of the organization, such as revenue or expense data.

Nonprofit

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)

CFO Leadership

JANUARY 5, 2024

Businesses can use it to generate product descriptions, performance goals with employee-specific target metrics, and narrative reporting to accompany financial data. More than 80 countries already require it, per tax compliance provider Avalara, and other areas, including the European Union, have plans for broad adoption.

CFO

E78 Partners

SEPTEMBER 9, 2024

Download our free budget planning checklist For private equity firms, success isn’t just about acquiring companies; it’s about transforming them. Under these pressures, one aspect often underestimated is the power of strategic budget planning. This is where scenario and sensitivity analyses come into play.

Budgeting

Collectiv

MARCH 5, 2025

Welcome to a brand new episode of Modernized Planning, where were turning traditional planning strategies on their head, in favor of a more modern, efficient, and connected approach. deFacto Planning helps businesses unify financial and operational planning into a single, high-performance platform.

Planning

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)

Jedox Finance

SEPTEMBER 29, 2021

While that wouldn’t make much sense these days, think about revenue planning, data, and processes. Sales Performance Management (SPM) is a unified approach to analyze, plan, and optimize sales processes withing an organization. In this eBook about 360° Planning you can learn more about the shift to xP&A.

Financial Planning and Analysis (FP&A)

Centage

MAY 3, 2022

The Planning Maestro App for QuickBooks Online Advanced provides a two-way sync of financial data between QuickBooks Online Advanced and Planning Maestro, resulting in improved efficiency, fewer manual processes, and greater confidence in data quality and integrity. Better Communicate Your Financial Story.

Financial Planning and Analysis (FP&A)

VCFO

MAY 17, 2024

v360 goes beyond traditional financial analysis and simple snapshots. Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA.

Benchmarking

Future CFO

DECEMBER 18, 2022

In the coming year, CFOs will be expected to focus on helping their companies build resilience – whether through critical decision-making backed by a real-time view of financial data, or ensuring competitive advantage with digital transformation and sustainability initiatives. Steering companies through the economic volatility ahead.

Economics

CFO Leadership

OCTOBER 10, 2023

AI driven automation is expected to extend to more complex tasks such as, audits, risk management, and financial planning and analysis. With a large and diverse enough data set (e.g. His expertise spans financial leadership and strategy, finance automation, data science, and operational efficiency.

Accounting

Centage

JUNE 7, 2022

Along with tracking cash flow and providing timely information, the best CFOs are strategizers, analyzing a company’s strengths and weaknesses from a financial perspective and helping direct decision making. In the age of COVID, strong financial leadership is more important than ever.

CFO

Future CFO

OCTOBER 1, 2023

Among these are the changes that were faced in the financial planning and analysis function. Meanwhile, for Tan, making quick and informed decisions using available financial data marked the most significant change to the FP&A function following the pandemic. Vena Energy is a finalist in the same category.

Financial Planning and Analysis (FP&A)

Collectiv

MARCH 14, 2022

With such overwhelming amounts of data churned out daily—alongside ever-changing data regulations implemented globally—data governance is a course that every organization must learn to navigate. Developing a successful data governance program to accelerate data-driven digital transformation is no small task.

Leadership

Jedox Finance

FEBRUARY 20, 2020

In our previous blog post “ Proven AI solutions for modern planning “, we shared detailed insights from Dr. Rolf Gegenmantel, our Chief Marketing & Product Officer, into data management and data integration as a basis for advanced analytics and automated sales forecasts at Mitsui Chemicals Europe.

Planning