Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making.

Financial Planning and Analysis (FP&A) 52

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

Beacon CFO Plus

NOVEMBER 15, 2023

They provide insights into budgeting, forecasting, and financial planning. Cash Flow Management: Managing cash flow is critical for SMEs. Fractional CFOs help monitor and optimize cash flow to ensure your company’s financial stability and growth.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

The Charity CFO

MAY 19, 2023

Budgeting and forecasting: outlining projected income and expenses for a specific period, typically annually. Developing accurate financial forecasts can help nonprofit organizations anticipate cash flow fluctuations and plan accordingly, thus avoiding cash shortages, managing their financial commitments and allocating resources effectively.

Cash Management 52

Cash Management Nonprofit Compliance Budgeting 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

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

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

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

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

Spreadym

NOVEMBER 3, 2023

Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

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. For instance, could financial statements generated by ChatGPT withstand audit scrutiny?

Finance 95

Finance Accounting Auditing IFRS 95

CFO Talks

JUNE 7, 2022

Steward Role & Competencies: Accounting, control, risk management and asset preservation are the proficiencies of the Steward. The Steward must ensure company compliance with financial reporting and control requirements. Competencies include: Working knowledge of risk management, budget, and forecasting tools.

CFO 52

CFO IFRS Leadership Risk Management 52

The Finance Weekly

JANUARY 22, 2024

Supervise and offer suggestions for the financial department. Assist with risk management, audits, and research. Identify investment and financial planning opportunities. Collaborate with other executives and department heads on budget creation and management. Prepare quarterly and annual tax filings.

CFO 52

CFO Education Communication Leadership 52

VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships.

CFO 52

CFO Strategic Planning Auditing Leadership 52

Future CFO

DECEMBER 31, 2021

According to Gartner , finance leaders anticipate a greater percentage of their time will be spent in improving flexibility of budgeting & forecasting (58%), closely followed by developing digital skills (56%) and redefining employee value proposition in hybrid environments. What does this mean to the finance and accounting team of 2022?

Leadership 98

Leadership Finance GAAP Forecasting 98

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. McKinsey asserts that generative AI will “unleash the next wave of productivity” for businesses and their teams.

Financial Planning and Analysis (FP&A) 115

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

CFO Leadership

OCTOBER 18, 2023

AI driven automation is expected to extend to more complex tasks such as, audits, risk management, and financial planning and analysis. For instance, could financial statements generated by ChatGPT withstand audit scrutiny?

Finance 52

Finance Accounting Auditing IFRS 52

CFO News Room

DECEMBER 16, 2022

As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

The Finance Weekly

OCTOBER 13, 2021

Compliance: Abide by laws regarding environmental regulations, financial reporting, etc. Internal: Employee experience and quality of company management. It should be noted that people often mix up Human Performance Management (HPM) and CPM. A collaborative approach can also vastly improve risk management.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

OCTOBER 29, 2018

Thirty-seven percent of CFOs extensively use advanced analytics for financial reporting purposes , and even fewer use analytics technology for their budgeting and forecasting operations, risk management and cost reduction analysis.

CFO 58

CFO Corporate Finance Finance Risk Management 58

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. Measuring Progress Finally, establishing clear metrics to measure the success of the finance agenda is essential.

CFO 52

CFO Communication Finance Budgeting 52

The Finance Weekly

JANUARY 31, 2022

Activity-based costing can be used to calculate the cost of each activity for budgeting and financial reporting, so it will be easy for the FP&A function to measure the performance of each business function against these activities as this will help the organization to streamline their operations.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

SEPTEMBER 27, 2023

Spreadym : Spreadym is a Corporate Performance Management platform that combines the flexibility of Excel spreadsheets and the high-productivity of data analytics. Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document.

SAP 59

SAP Budgeting Forecasting Auditing 59

The Finance Weekly

JULY 19, 2022

FP&A software assists CFOs, finance leaders, and FP&A experts in ensuring the financial health of their organization by tracking and analyzing current outcomes and forecasting future performance. Assisting shareholders and management in choosing more shrewd investments. Risk Management. Adapts to change.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96

CFO Talks

FEBRUARY 20, 2024

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. It helps you actually look into the future and forecast.

CFO 52

CFO Leadership Accounting Finance 52

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. And I — I — I don’t like to ask people for predictions and forecasts, but you’re looking at the flows and you get client questions all the time. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. RITHOLTZ: You were really in — you’re really hedging ….

Investments 116

Investments Marketing Profit and Loss Banking 116