Future CFO

NOVEMBER 21, 2022

Financial Planning and Analysis (FP&A) teams play a crucial role in companies by performing budgeting, forecasting, and analysis that support major corporate decisions of the CFO, CEO, and the Board of Directors. How things have changed for the FP&A teams.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Communication Budgeting 98

Jedox Finance

JANUARY 3, 2023

Financial planning and analysis (FP&A) is evolving into a whole new area of influence with cross-departmental and cross-dimensional impact. Accurate, frequent, and integrated business planning is crucial as geopolitical tensions, worldwide inflation, and supply chain disruption continue to reshape the global economy.

Financial Planning and Analysis (FP&A) 98

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

Centage

JANUARY 18, 2024

Financial planning and analysis is at the heart of strategic decision-making for businesses, and as we step into 2024, it’s crucial to align your FP&A processes with the latest trends and best practices. Here are some areas within FP&A software & technology to focus on as you start the year.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

Jedox Finance

JUNE 26, 2019

We are pleased to welcome an expert in Financial Planning and Analysis (FP&A), Mr. Anders Liu-Lindberg, as a guest to the Jedox blog. In a large scale survey by a global firm, CFOs named Financial Planning & Analysis (FP&A) a top priority to transform and derive more value.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

E78 Partners

AUGUST 15, 2023

In the dynamic landscape of modern business, Financial Planning and Analysis (FP&A) has evolved from a conventional accounting function to a strategic partner that steers organizations towards growth, profitability, and free cash flow.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

OCTOBER 13, 2022

Three FP&A solution companies scored big in this year’s company awards given out by job hunting website Comparably. 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.

Financial Planning and Analysis (FP&A) 98

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

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). This entails developing a well-crafted plan and budget for 2024, which serves as a critical foundation for success.

Financial Planning and Analysis (FP&A) 52

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

Centage

DECEMBER 1, 2021

But times have changed – which is why financial forecasting is more important than your annual budget. More than half (57%) are producing P&L forecasts more often than monthly. Basing projections off data coming from various sources reduces leadership’s confidence in your analysis.

Forecasting 98

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

Jedox Finance

DECEMBER 28, 2021

According to Gartner, 70% of new financial planning and analysis (FP&A) projects are slated to become extended planning and analysis (xP&A) projects by 2024. Historically, financial planning & analysis has centered around tasks such as planning, budgeting, forecasting, and performance management.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Finance Forecasting 105

The Finance Weekly

JUNE 22, 2022

However, by implementing FP&A automation, their customers will be provided a more in-depth analysis that will set them up for any scenario that can occur in the coming months. To top it all off, the current market downturn and continued inflation is putting additional strains on companies’ forecasting and planning efforts.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

Jedox Finance

OCTOBER 8, 2020

In this blog, he explains why scenario planning is now more important than ever and, most importantly, what it can and can’t do. . I explained that it’s not about FP&A trying to predict the future. It’s not the role of FP&A to predict the plethora of possible causes for a change in the business landscape.

Financial Planning and Analysis (FP&A) 75

Financial Planning and Analysis (FP&A) Planning Leverage Communication 75

Future CFO

SEPTEMBER 14, 2020

Unlike a typical financial downturn, the impact of COVID-19 pandemic has been far more difficult to predict. The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

Centage

JULY 19, 2022

With a top-down approach, senior leadership sets the financial constraints, and departments create their budgets accordingly. Business budgeting is a crucial factor with the ability to impact a business’ long-term success or failure. So, employees can focus on doing their jobs. Of course, top-down budgeting does have its drawbacks.

Financial Planning and Analysis (FP&A) 111

Financial Planning and Analysis (FP&A) Budgeting Forecasting Data Analysis 111

The Finance Weekly

JANUARY 31, 2022

However, there have been many organizations that have successfully persevered through the challenges posed by the past couple of years, and among the differentiating factors between such businesses is leadership. Leadership across business departments is a foundational element of success. 5 Leadership Competencies for CFOs 1.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

MARCH 1, 2022

Maturity in finance, particularly in FP&A, entails accepting complexity and expanding your capabilities. But what does maturity mean for FP&A, specifically? Defining Maturity for FP&A Simply said, FP&A maturity means you're , free of manual processes and spreadsheets , allowing you to focus on decision-making.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

APRIL 30, 2024

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. It was under Vintz’s mentorship that Levine came to appreciate the power of storytelling within financial leadership.

CFO 52

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

Centage

APRIL 28, 2022

Back in 2019, Centage made waves when it announced the availability of Planning Maestro , the first-ever FP&A platform designed specifically for the mid-size market. Up until the release of Planning Maestro, only enterprise-sized companies could afford the expense of automated and intelligent cloud-based FP&A technologies.

Financial Planning and Analysis (FP&A) 98

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

Jedox Finance

JULY 18, 2019

” is the clear message from Chief Financial Officers. To do that we must address the mindset of the entire FP&A team. Operating within your organization’s framework, as we discussed in the previous posts in this blog series , will frame how your FP&A team carries out this mandate.

Financial Planning and Analysis (FP&A) 59

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

Jedox Finance

NOVEMBER 19, 2020

In the current times of crisis, these buzzwords common in FP&A and planning turn out to be very important characteristics for companies and it becomes clear how well positioned they actually are. In their 35 page report, they provide interesting insights into the current state of planning and highlight where the journey is headed.

Financial Planning and Analysis (FP&A) 98

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

The Finance Weekly

OCTOBER 13, 2021

The development of , FP&A solutions (particularly, innovations such as financial software) in recent years has empowered many organizations to both better understand and significantly improve their performance. Compliance: Abide by laws regarding environmental regulations, financial reporting, etc.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

JULY 30, 2019

There has been a lot of talk about changing FP&A processes yet little real action in this area. Most are stuck doing the traditional one-year budget and five-year plan. We can’t forget about financials. Financials are essential but so are non-financials for getting to the real story behind the numbers.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

What are the most common myths about FP&A software you’ve heard? Finance departments are increasingly looking for solutions to help them make more proactive, data-driven decisions and connect the dots between finance and business operations teams to improve collaboration in strategic planning and budgeting.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

What are the most common myths about FP&A software you’ve heard? Finance departments are increasingly looking for solutions to help them make more proactive, data-driven decisions and connect the dots between finance and business operations teams to improve collaboration in strategic planning and budgeting.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

AUGUST 13, 2019

Transforming your FP&A plan will not be an easy task, but it must be addressed as it is a top priority for the CFO to better support delivering on the expectations from the CEO. These are also the attributes that’ll drive our transformation plan. What does the transformation plan look like?

Financial Planning and Analysis (FP&A) 52

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

Collectiv

FEBRUARY 6, 2023

In the latest episode of Collectiv Conversations, I chatted with Stephen Newland about the future of financial planning and analysis and how we can improve the forecasting and budgeting process. Stephen is the director of FP&A at GrowthLab Financial , which offers finance-as-a-service for growing businesses.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

AUGUST 22, 2019

Dear CFO, We heard that you put FP&A on your list of top priorities to work on. You told us that there is too much data, reporting, and analysis and too few real insights that change decisions for the better. To do this we need to address the mindset, people, processes, and technology that drives FP&A’s actions.

Financial Planning and Analysis (FP&A) 84

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

Centage

MAY 3, 2022

The leading provider of modern cloud-based FP&A solutions for mid-sized organizations, Centage Corporation prides itself on empowering today’s financial leaders to better guide their organizations to success. As a result, users can reduce manual tasks for budgeting and planning without compromising the integrity of the end result.

Financial Planning and Analysis (FP&A) 98

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

Centage

SEPTEMBER 18, 2023

I am not a Financial Planning & Analysis guru, far from it. Budgeting and Planning are the lifeblood of any business, at least to grow a healthy business. We grew a $400k business to $30m and there was no way we could have done that without proper FP&A. The budget is the meat of the planning process.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Budgeting Forecasting Leadership 59

Planful

MARCH 18, 2019

The FP&A team is numbers-oriented, but also requires a great deal of communication skills. The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. FP&A teams can do so by leveraging these four essential types of financial reports techniques.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Budgeting 40

Planful

APRIL 1, 2020

What the Experts Are Saying: Helpful Resources for FP&A. The Wall Street Journal — CFO Insights and Analysis from Deloitte: Capex Risk Modeling for COVID-19 Response. CFO Journal: Crisis Management: The Overlooked Leadership Skill. Resources, Guides, and Advice From Peers and Experts.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Leadership CFO Finance 40

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) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Budgeting 124

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. over at least the next decade. over at least the next decade.

Financial Planning and Analysis (FP&A) 115

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

Onplan

JANUARY 12, 2022

We used our free headcount planning template to run the numbers. You can download it to follow along or create scenarios that work for your business, so you can consider all the moving parts as you plan your strategy. Alternate scenario: Headcount planning template for hiring in a new office location. Salary differences.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Let’s examine how an outsourced, fractional CFO can improve FP&A: Improving Data. .” – Lao Tzu.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

CFO Leadership

JANUARY 5, 2024

If a group of chief financial officers (CFOs) from 2018 stepped out of a time machine into their 2023 offices, they would be astonished by what they saw. Environmental, social and governance (ESG) metrics and measurements would top their priority lists. This is the case for both publicly and privately held organizations.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Despite the persistent list of priorities, it changes over time.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

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