CFO Share

AUGUST 5, 2021

Your strategic business forecasting must include proper considerations for section 280E – this is essential to planning cash flow and avoiding catastrophic tax bills at year-end. Depreciation and amortization reported for tax purposes in excess of that reported in financial reports. Interest expense.

Forecasting 96

Forecasting GAAP Profit and Loss Accounting Principles 96

Centage

JANUARY 4, 2022

It’s that time of year again when many organizations are busy setting business objectives and planning budgets for the next fiscal year. Part of that effort requires a deep dive into the overall financial health of your organization. This hindsight focus is a necessary aspect of planning for the future of the business.

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

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

Adam Kae

JULY 17, 2023

As a Chief Financial Officer (AKA ChiefFUNancial Officer) for digital marketing agencies, CFOAdam plays a vital role in ensuring the financial health and growth of your organization. In this blog post, we will explore key financial strategies that can help you effectively scale your agency and drive long-term success.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

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 Share

MARCH 23, 2021

A rolling 12-month forecast projects financial performance over a 12-month time horizon using the “add/drop” approach to forecasting. Unlike a budget or calendar year forecast, a rolling 12-month forecast adds one month to the forecast period each time a month is closed so that you are continuously forecasting for 12 months.

Forecasting 52

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

Bramasol

APRIL 28, 2022

As detailed in numerous previous blog posts in this series, the Digital Solutions Economy™ (DSE) is creating sweeping change and new opportunities for companies in a wide range of markets. Basically it involves a shift in thinking from a historical to a forward-looking perspective.

Financial Planning and Analysis (FP&A) 86

Financial Planning and Analysis (FP&A) SAP Planning Forecasting 86

The Finance Weekly

JUNE 22, 2022

In addition, solid financial guidance is one of the keys to scaling a startup, and a Fractional CFO provides cost effective experience with a low level of commitment- exactly what young startups are looking for. Allowing customers to drill down and analyze their data gives them the incredibly important power of scenario planning.

Financial Planning and Analysis (FP&A) 105

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

Jedox Finance

AUGUST 10, 2022

Understanding the three critical parts of corporate financial statements. Planning business cash flow. Accelerate your planning. The balance sheet can enable an investor to measure an organization’s financial well-being by using it to derive a few key metrics: working capital, debt-equity ratio, and quick/acid-test ratio.

Forecasting 52

Forecasting Profit and Loss CFO Finance 52

The Finance Weekly

MARCH 25, 2024

His main job is to handle all money matters at SoFi, like planning, accounting, and dealing with investors. Safra Ada Catz Safra Ada Catz, the business leader overseeing ,, Oracle Corporation , a major tech company, handles key aspects like sales, marketing, finance, and legal matters. as its CFO.

CFO 97

CFO Finance Forecasting GAAP 97

Future CFO

AUGUST 1, 2023

The demand for mobile wallets, online banking services, and the increasing adoption of digital technologies has led to the expansion of the financial applications market in Asia/Pacific. Companies are increasingly seeking secure and compliant solutions to manage their financial data.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

E78 Partners

NOVEMBER 2, 2023

The role of a CFO in middle and lower middle market private equity-backed companies is challenging, especially when you may be the first CFO in the company’s history. Get an early read on where gaps may exist and monitor those weaker folks closely over the coming weeks to see if an improvement plan may resolve concerns.

Marketing 52

Marketing CFO Communication Finance 52

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A) 59

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

Planful

MARCH 18, 2019

The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. He or she must be able to work with all departments within the company on revenue or expense targets, while also providing guidance on how to stay on track with the overall plan.

Financial Planning and Analysis (FP&A) 40

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

The Finance Weekly

OCTOBER 8, 2023

To handle these challenges well, it's crucial to plan carefully and use efficient tools for managing finances. Budgeting software can greatly help by , automating financial tasks , making processes more efficient, and leading the business toward long-term success. Managing a small business comes with many challenges.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

Centage

NOVEMBER 22, 2021

Building and managing an effective budget and plan can be daunting no matter what industry, but financial planning for nonprofits can be particularly difficult. Today’s financial professionals cannot be shackled by the disparate, static and error prone tools of a pre-pandemic world. The time for change is now.

Financial Planning and Analysis (FP&A) 72

Financial Planning and Analysis (FP&A) Nonprofit Planning Finance 72

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

CFO Talks

JANUARY 18, 2023

CFOs increasingly need to forecast for a multitude of scenarios. “By leaning into more agile, data-driven scenario planning, they [CFOs] can model out the potential impacts of market risks. Covid, then international conflict, supply chain disruption and inflation. 2023 brings the potential of a global recession.

Forecasting 96

Forecasting CFO Finance Leverage 96

Centage

NOVEMBER 8, 2023

Building and maintaining an effective budget is daunting no matter what industry you’re in — but financial planning for nonprofits is especially tough. Here are three key benefits of adopting nonprofit budgeting and forecasting software. Simply adding an account can cause the plan and budget to fall apart.

Financial Planning and Analysis (FP&A) 52

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

Centage

JUNE 7, 2022

However, these days, chief financial officers do a great deal more than financial reporting. 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.

CFO 97

CFO Forecasting Budgeting Data Analysis 97

Beacon CFO Plus

NOVEMBER 15, 2023

No matter your industry, you must keep up with ever-changing market competition, regulatory requirements, talent acquisition needs, and new technology adoption. If you manage an SME—referring to a Small and Medium-Sized Enterprise—you may look to a fractional CFO to provide strategic financial expertise and guidance.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

Centage

SEPTEMBER 5, 2023

Sophisticated FP&A software tools like Planning Maestro enable finance teams to automate routine tasks such as manual data entry, accelerating workflows and improving forecasting. The end result is that you get the data you need faster for more accurate forecasts all without overburdening staff and increasing budgets.

Financial Planning and Analysis (FP&A) 98

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

VCFO

FEBRUARY 15, 2023

She is highly effective at executing finance function strategically, establishing financial and risk controls, and overseeing capital structure. Lee Ann’s depth and breadth of expertise includes board reporting, audit preparation, business plan development, market research and analysis, risk management, and capital requirements.

Auditing 52

Auditing CFO Risk Management Budgeting 52

CFO Share

JULY 13, 2023

At our fractional CFO firm , we believe there are three primary financial issues that small businesses face: Planning growth through uncertainty. Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. How effective will the new marketing channels be?

CFO 40

CFO Forecasting Tax Planning Advertising 40

Centage

OCTOBER 23, 2023

Or that accounting has planned $5,000 for a new printer? What are the plans for the organization? This may seem like more of a strategic planning question than a budgeting process one, but the two are intertwined. Look to your current budget to understand what these outflows look like today as you start the planning process.

Budgeting 52

Budgeting Strategic Planning Forecasting Planning 52

The Finance Weekly

JANUARY 1, 2023

During inflation and unstable market conditions, it will help companies gain better insights and forecasting, including calculating a variety of what-if scenarios. 2) The Importance of Trustworthy, Independent SOC Reports in FP&A. But FP&A software is a good upgrade no matter the economic conditions.

Finance 98

Finance Compliance Economics Prioritization 98

CFO Share

APRIL 2, 2024

This is especially true in the tight labor market for finance professionals. On the other hand, partnering with a fractional CFO service incurs no recruiting fee, offering immediate financial savings. A business of such scale demands dedicated financial oversight to navigate the complexities of its operations and market engagements.

CFO 52

CFO Finance Cost Analysis Forecasting 52

Centage

SEPTEMBER 7, 2021

This is what only looking at traditional financial reporting is like. Recently, Centage’s Planning Maestro was named to Data Magazine’s list of 101 Most Innovative Business Intelligence Startups & Companies in Massachusetts. See how you can transform your planning, budgeting, forecasting and reporting with Planning Maestro.

Finance 52

Finance Data Analysis Forecasting Budgeting 52

Beacon CFO Plus

SEPTEMBER 27, 2023

These are just a few reasons to consider working with a seasoned part-time CFO as you launch your business: Financial Strategy and Planning: Startups often lack the financial expertise needed to develop sound strategies and plans for sustainable growth.

Startups 52

Startups Compliance CFO Financial Modeling 52

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.

Financial Planning and Analysis (FP&A) 115

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

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Share

JULY 27, 2023

AI-powered software can extract data from ERPs or accounting software, and automatically generate financial reports, including balance sheets, income statements, cash flow statements, and management discussion and analysis. Part-time CFO services can help your business take the best decisions based on the outputs given by AI.

CFO 40

CFO Data Analysis Analyzing Data Risk Management 40

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.

CFO 52

CFO Problem Solving Budgeting Communication 52

Future CFO

JULY 13, 2020

While we were working from home, we started to look at the cash flow forecast for the next six months to anticipate the cash flow issues that we are going to face. Another delegate to the roundtable acknowledged that they perform simulations on their cash situation against current market conditions. Maria Christina Viola.

Planning 52

Planning Finance Manufacturing Advertising 52

CFO Simplified

FEBRUARY 17, 2022

But budgeting is vital because it’s the company’s plan for the coming year. No plan can be created without good, reliable data and analysis. Bring Value through CFO Insights: Like any forecasting tool, proper budgeting allows management to make decisions that can help the company avoid future problems. Sales – $25,500,000.

Budgeting 52

Budgeting Cash Flow Forecasting Profit and Loss CFO 52