E78 Partners

SEPTEMBER 14, 2023

Today, companies must adapt, evolve, and plan meticulously to stay competitive and profitable. To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. It almost always fails because it’s too late.” Enter – The BP&B Health Check. Enter – The BP&B Health Check.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

APRIL 27, 2022

Wall Street anticipates growth, the C-suite expects annual plans to be accomplished, and owners expect a return on their investment, especially those who have potentially risked their life savings. Chief financial officers, known for exhibiting strong professional ethics, need to lead in navigating this difficult period.

Leadership 52

Leadership Financial Planning and Analysis (FP&A) Communication Reconciliations 52

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). Effective FP&A allows organizations to anticipate market trends, optimize resource allocation, and align their strategies with dynamic market conditions.

Financial Planning and Analysis (FP&A) 52

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

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. We used our free headcount planning template to run the numbers. Salary differences.

Financial Planning and Analysis (FP&A) 52

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

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. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

JANUARY 25, 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. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

OCTOBER 23, 2019

Adrian Jones (AJ): CFOs today are no longer only responsible for the management of their organization’s financial risks, or matters relating to the finance operations. In addition to these, RPA tools have limitations as well. For instance, RPA tools need retraining when organizations introduce even small changes to data formats or a process.

Finance 52

Finance Financial Planning and Analysis (FP&A) Concentration Reconciliations 52

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. Essential Terms. But what happens to humans when the bots take over?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Planful

OCTOBER 19, 2021

The person in this role should provide the board the financial knowledge needed to set the company’s larger strategy. From there, you can decide how to leverage your financial acumen and recommend the best way forward. CFOs play a vital role in informing the board’s corporate governance. Excessive Executive Compensation.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

CFO Strategic Partners

MAY 29, 2025

Why CFOs Must Act Now: Turning Tariff Disruption into Strategic Opportunity Insights from Acclarity Accredited to FP&A Subject Matter Expert: Marcus Fisher Global markets are entering a period of structural disruption—and finance leaders are on the front lines. Yet forward-looking leaders aren’t standing still—they’re evolving.

Financial Planning and Analysis (FP&A) 52

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