CFO Talks

MAY 14, 2025

For the Chief Financial Officer, integrity cannot be relegated to policy documents or compliance manuals. It must be lived, demonstrated, and embedded across every financial decision, every forecast, every conversation with the board. Ethical leadership is no longer a moral footnote; it is central to long-term value creation.

Numbers 52

Numbers CFO Leadership Compliance 52

CFO Talks

APRIL 16, 2025

Its embedded in the decisions you make daily, how forecasts are drawn up, how risks are flagged (or not), how whistleblowers are treated, and how openly performance is reported. Its about aligning leadership behaviour with company purpose, structuring accountability lines, and creating visibility into how decisions are madeand why.

Auditing 52

Auditing CFO Compliance Leadership 52

CFO Talks

MAY 8, 2025

But while some risks are worth taking, others can be a fast track to financial disaster. But lets be honestevaluating investment risks isnt just about spreadsheets and financial models. As a CFO, your experience, intuition, and leadership play a critical role. The difference? But it also means getting your team on board.

Investments 52

Investments Profit and Loss CFO Credit Risk 52

Future CFO

JUNE 24, 2024

The basic concepts I always hold on to when it comes to financial statement analysis are as follows: The financial statements should tell the story of the period. The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends. No coding is required.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

CFO Talks

NOVEMBER 11, 2024

She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.

CFO 52

CFO Leadership Problem Solving Communication 52

The Finance Weekly

OCTOBER 13, 2022

Datarails, Vena, and Workday, leaders in the large and competitive field of FP&A software, all won multiple awards in the employee salary, benefits, and leadership categories. 6) Best leadership teams. This easy to use finance tool can create accurate reports and forecasting models from your finance databases in real-time.

Financial Planning and Analysis (FP&A) 98

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

E78 Partners

SEPTEMBER 9, 2024

It’s about creating a financial roadmap that not only meets immediate operational needs but also aligns with the long-term vision for growth and profitability. Key Components of an Effective Budget Planning Process An effective budget planning process requires comprehensive planning, detailed financial modeling, and continuous monitoring.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

E78 Partners

JULY 19, 2023

As we approach the planning cycle for 2024, organizations are recognizing the immense value of harnessing the power of forecasting, planning, and analytics (FP&A). Our team of experts provides thought leadership, helping organizations identify the most critical strategic goals and objectives.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

SEPTEMBER 9, 2024

It’s about creating a financial roadmap that not only meets immediate operational needs but also aligns with the long-term vision for growth and profitability. Key Components of an Effective Budget Planning Process An effective budget planning process requires comprehensive planning, detailed financial modeling, and continuous monitoring.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

The CFO College

AUGUST 31, 2021

Using a rolling cash forecast is a value-add service you can provide to assist in cash forecasting. A rolling cash forecast will normally look forward 6 or 9 months, and each month the oldest month is removed and a new month added. The rolling cash forecast is one of many CFO-level skills we teach in our program.

Startups 81

Startups Accounting General Ledger Forecasting 81

Jedox Finance

SEPTEMBER 10, 2020

Reinventing for dynamic forecasting. Now, CFOs must go further with dynamic forecasting. For dynamic forecasting to work effectively, CFOs need a scenario and modeling platform that supports real-time data updates. Instead of only tracking to an outdated budget, driver-based scenario forecasts become a primary tool.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

Centage

OCTOBER 23, 2023

The traditional budgeting and forecasting planning processes can be long and painful. Any number of issues can arise that render forecasts or the line items on an annual budget quickly outdated. Driver-based forecasting and business planning identifies key business drivers and creates models around them.

Budgeting 52

Budgeting Planning Forecasting Financial Modeling 52

E78 Partners

AUGUST 15, 2023

Unveiling the Role of FP&A Teams: A Holistic View FP&A teams are responsible for orchestrating financial strategies, facilitating planning, budgeting, forecasting, organizing & transforming data, and driving insightful analysis to improve decisions.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

MARCH 5, 2025

By integrating planning with the broader data strategy , organizations are able to create more dynamic and scalable financial models. This represents a significant shift from traditional planning that relies solely on historical data and static models. The Role of AI AI is more than just a buzzword in data and planning.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

Jedox Finance

JULY 18, 2019

This deeper thinking helps FP&A influence leadership to reflect on the strategic choices and the possible story that choice will create within the vision and mission of the company. Also, a crystal ball to financially model the impact of the strategic options.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

Future CFO

SEPTEMBER 17, 2023

The Financial Planning and Analysis ( FP&A ) team performs budgeting, forecasting, and analysis that support major corporate decisions of the CFO, the CEO, and the Board of Directors. Very few, if any, companies can be consistently profitable and grow without careful financial planning and cash flow management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO SAP Leadership 52

Onplan

DECEMBER 28, 2021

Let’s assume over the 4 year forecast window that 50% join in the same state as each office; 20% join in California; 20% in New York; and 10% elsewhere. These insights powerfully demonstrate the value of a good financial model. Closing offices might not be the financial panacea it looked like at first glance!

Planning 98

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

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

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

Centage

DECEMBER 21, 2023

Russell Taylor, Controller, Mountain View Hospital Centage saves our users hours (if not days) in budget and forecast creation, thanks in large part to our unique formula-free FP&A design. It became very evident that we needed one source of truth for all things budgeting and forecasting.”

Budgeting 52

Budgeting GAAP Forecasting CFO 52

Future CFO

FEBRUARY 18, 2024

The needed response In response to market conditions that will continue to shrink EBITDA margins for the foreseeable future, Gartner says CFOs should recalibrate stakeholder expectations regarding financial models. The post CFOs to face EBITDA margins challenges, Gartner says appeared first on FutureCFO.

Management Consulting 52

Management Consulting Financial Modeling Leadership Forecasting 52

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. 3-way predictions or forecasts typically include the Income Statement, Balance Sheets and Cash Flow Statements. Financial Modeling. Crystal ball.

Technology 52

Technology Financial Modeling Forecasting Planning 52

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. As a result, every company sought financial clarity.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Future CFO

MAY 22, 2024

Overseeing the initiative CFOs, as part of the leadership board of organisations, grasp control and therefore has a say when it comes to the direction of the company’s digital transformation initiative. Such shifts include digital transformation, of course. Click here for more information.

CFO 52

CFO Risk Management Leadership Communication 52

E78 Partners

MARCH 1, 2023

In the second phase, E78 Partners will build out monthly management reporting for the leadership team, which will replace a manual Excel reporting process. This allows the sales team to look at trends, do forecasting, and price out products smarter.” Creation of multidimensional margin analysis with fully integrated back-end.

Financial Modeling 40

Financial Modeling Leadership Forecasting Financial Data 40

Future CFO

AUGUST 6, 2020

Reinventing for dynamic forecasting. Now, CFOs must go further with dynamic forecasting. Dynamic forecasting gives CFOs the line of sight to maximize top-line and limit discretionary spending – something an annual budget cannot achieve. However, these models were often hastily created with high-level assumptions.

CFO 40

CFO Forecasting Budgeting Financial Modeling 40

Future CFO

OCTOBER 20, 2021

The CFO role requires certain traits and skills, said Woranat Dumrongsiri (pictured), Country CFO, Deloitte Thailand and Deloitte Laos during an interview with FutureCFO for the publication’s Female Leadership in Finance Series. My financial career is quite a long journey. Don’t be afraid to take up the opportunities you need.

CFO 52

CFO Leadership Finance Problem Solving 52

Future CFO

AUGUST 24, 2020

As companies scramble to adjust to this unprecedented event, pressure is mounting on FP&A teams to recalibrate their forecasts – not only through the end of 2020 but well into 2021. FP&A professionals are accustomed to revisiting budgets and business forecasts under pressure. Himashi Soriano. Out of the ivory tower. "At

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 40

Jedox Finance

AUGUST 22, 2019

Crystal ball to financially model the impact of the strategic options. Here’s the new mindset we propose for FP&A: Curiosity to develop, challenge, and influence the strategic thoughts of key decision makers. Courage to explore historical data and reveal where there is a risk to any of the strategic options.

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) CFO Planning Financial Modeling 84

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. What Do Virtual CFOs Do?

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

CFO Talks

MARCH 14, 2024

Moreover, the advent of big data and advanced analytics has armed CFOs with tools to forecast trends, optimize operations, and shape company strategies with unprecedented precision. This collaborative approach helps to align departmental goals with financial realities and strategic objectives.

CFO 52

CFO Prioritization Leverage Risk Management 52

The Finance Weekly

JULY 31, 2023

As a seasoned finance leader in telecommunications, retail, technology, and legal sectors, Glenn envisions transforming the role of Chief Financial Officer (CFO) from being a historical reporter to a strategic forward-thinker. His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Onplan

DECEMBER 28, 2021

Let’s assume over the 4 year forecast window that 50% join in the same state as each office; 20% join in California; 20% in New York; and 10% elsewhere. These insights powerfully demonstrate the value of a good financial model. Closing offices might not be the financial panacea it looked like at first glance!

Planning 52

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

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies. Fostering Commitment to Change True leadership is shown by example.

CFO 52

CFO Communication Finance Budgeting 52

Jedox Finance

AUGUST 13, 2019

Have we created financial models that we can use as a tool to share information and ideas with stakeholders? Did we share information we have previously kept to ourselves? Did we present bad news? Crystal Ball: Are we predicting the impact of the forward-looking ideas from our stakeholders?

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MAY 15, 2025

While the CEO might rally the troops and operations scramble to stabilise supply chains, its often the CFO whos left holding the fiscal line – juggling liquidity, compliance, risk, and forecasts that seem to change with every headline. Communicate Like a Metronome, Not a Megaphone In a crisis, clarity becomes a leadership currency.

Numbers 52

Numbers Leadership CFO Compliance 52

CFO Talks

MAY 13, 2025

You elevate your company, your team, and your own leadership brand. This is where your financial model becomes the loudest voice in the room. Dont be bullied into accepting hockey-stick forecasts or synergy projections based on gut feel. The post-merger landscape is where your leadership really matters.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership CFO 52

CFO Dive

JUNE 9, 2025

You can’t forecast global growth without factoring in these new labor tariffs. And if your financial model can’t surface them early, it’s not a model. Great rate, wrong classification — and suddenly youre back-paying taxes with a side of penalties. Translation: you can’t just spin up a team and hope for the best.

Finance 274

Finance CFO SAP Compliance 274