CFO Plans

DECEMBER 2, 2024

As businesses aim for growth, astute financial management becomes essential. Join us as we explore unique perspectives on financial reporting and data analysis, offering actionable insights for hospitality business owners seeking growth opportunities without a dedicated financial strategist.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. Balancing these demands requires careful planning and prioritization. This allowed us to identify areas that needed immediate attention.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO Talks

NOVEMBER 21, 2024

My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization. First and foremost is financial acumen—understanding financial reporting, budgeting, forecasting, and compliance is foundational.

CFO 98

CFO Leadership Problem Solving Communication 98

The Finance Weekly

OCTOBER 29, 2024

The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning. Forecasting - Estimating future financial outcomes based on historical data.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Future CFO

FEBRUARY 14, 2025

Addressing such gaps is crucial for the organisation, including the Finance function, as it can impact cost planning and decision-making processes. The ability to integrate AI into financial planning also means we are seeing improved efficiency, allowing Finance teams to focus on strategic initiatives rather than administrative tasks."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

E78 Partners

FEBRUARY 5, 2025

Integration should be planned, starting even before the deal closes. The aim is to leverage the efficiencies of scale that come with being part of a larger portfolio. Private equity CFOs play a pivotal role in this area, ensuring financial strategies align with the firms investment goals.

Leadership 52

Leadership Leverage Strategic Planning Investments 52

E78 Partners

MAY 29, 2025

Beyond Financial Reporting: Four Pillars of Strategic CFO Impact 1. Technology-Enabled Operational Excellence Today’s PE-backed CFOs are leveraging advanced analytics and automation to drive operational efficiency at unprecedented scales.

CFO 52

CFO Valuation Investments Technology 52

CFO Talks

JANUARY 8, 2025

Embrace Scenario Planning No one can predict the future, but planning for multiple outcomes can make your business adaptable. Scenario planning involves creating potential future situationssuch as a sharp drop in demand, rising interest rates, or supply chain disruptionsand preparing responses to each.

Economics 52

Economics Leadership Budgeting Communication 52

E78 Partners

NOVEMBER 25, 2024

With in-depth analysis and careful planning, transaction service teams act as strategic partners throughout the deal process, ensuring each stage is optimized for success. Strategic Insight: Transaction services teams provide deep financial and operational analysis, helping companies understand a deal’s strengths and risks.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

The Charity CFO

JANUARY 22, 2025

Leverage Technology Custom software development and AI integration have been crucial in managing growth and improving customer service. Leverage Available Resources In the information age, there are countless free resources available. Do You Struggle to Make Sense of Your Financial Statements? Book a FREE consultation here.

Nonprofit 52

Nonprofit GAAP CFO Leverage 52

CFO Talks

NOVEMBER 27, 2024

What’s your plan in each case? What’s important is to show that you have a plan. Keep messages simple: Avoid technical jargon when speaking to non-financial teams. Automate routine tasks: Use software to handle things like expense tracking, financial reporting, or payroll. This allows you to adjust as you go.

CFO 52

CFO Budgeting Forecasting Communication 52

CFO Dive

JUNE 23, 2025

financial reporting leaders indicated in a KPMG study that ethical concerns, such as bias or misinformation, are a barrier to AI adoption — down from 48% in 2023. financial reporting leaders reported that risks from using algorithms without human oversight are a barrier — down from over half (51%) in 2023.

CFO 207

CFO Risk Management SAP Compliance 207

E78 Partners

FEBRUARY 26, 2025

Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

Future CFO

JUNE 19, 2025

Harmonising financial reporting and compliance Finding the balance between financial reporting and compliance across multiple jurisdictions, while trying to comply to global standards such US GAAP and IFRS with local tax regimes and regulatory requirements without overburdening local teams can be such a huge task for many organisations.

Finance 52

Finance Compliance IFRS GAAP 52

E78 Partners

OCTOBER 30, 2024

To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). Creating a ‘Single Source of Truth’ for Financial and Operational Data Accurate and reliable financial information is essential.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59

CFO Talks

JUNE 3, 2025

This model resembles Unilevers finance transformation where predictive analytics freed up 30 percent of finance teams time for scenario planning and business partnering. The United Kingdoms National Audit Office has advised public entities to adopt rolling forecasts and scenario-based planning, particularly in uncertain environments.

Leadership 52

Leadership CFO Finance Auditing 52

The Charity CFO

JUNE 4, 2025

Aaron walks us through how nonprofits can leverage even basic CRM tools to: Track donor interactions and touchpoints Automate reminders and follow-ups Personalize communication based on donor interests Forecast future giving and campaign success The key isnt the specific tool you useits how well you use it. Get the free guide!

Sales 87

Sales Nonprofit CFO Forecasting 87

CFO Talks

JUNE 20, 2025

A Certified Financial Officer (SA) and IT network engineering graduate, Rajesh leverages his diverse background to champion data-driven decision-making and agile leadership in the finance space. I review financial news, plan key objectives for the day, and enjoy a quiet coffee to set my focus.

Mergers and Acquisitions (M&A) 52

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

E78 Partners

JUNE 17, 2025

Disney leveraged Pixar’s creative engine and loyal fan base while expanding distribution, merchandise, and theme park experiences around Pixar’s intellectual property. Sponsors also compare KPIs, financial reporting cadence, and procurement models to determine operational compatibility.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Leadership Concentration 52

The Finance Weekly

FEBRUARY 26, 2025

Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies. Prophix aims to address these challenges by offering advanced, cloud-native financial planning solutions. Investment Planning Evaluate potential investments through dynamic modeling.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

MARCH 21, 2025

It ensures financial, operational, technological, and cultural alignment to maximize deal value and minimize disruption. A well-defined PMI model typically includes: Pre-Integration Planning: Establishing objectives, leadership alignment, and an integration roadmap before the deal closes.

Leadership 52

Leadership Communication Prioritization Compliance 52

E78 Partners

NOVEMBER 11, 2024

Consider hiring an interim CFO in the following situations: Leadership Transitions or Vacancies: When your current CFO leaves unexpectedly or goes on extended leave, leaving a temporary gap in financial leadership.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

The Charity CFO

FEBRUARY 26, 2025

Integrating Data into Strategic Planning Drew advises nonprofits to go beyond generic strategic planning goals and use data to set ambitious targets for addressing core issues in their field. With this approach, even small nonprofits can leverage data to tell powerful stories and drive transformative change. Get the free guide!

Nonprofit 52

Nonprofit Strategic Planning Problem Solving Education 52

The Charity CFO

FEBRUARY 20, 2025

Plan for Seasonal Fluctuations : Map out expected income and expenses by month to anticipate and prepare for lean periods. Engage Department Heads : Involve program managers and department heads in the budgeting process to give them ownership over their areas financial planning.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

The Finance Weekly

NOVEMBER 25, 2024

The survey reveals that finance professionals see AI as particularly valuable in automating processes like: Financial Reporting (26%) - By handling repetitive tasks like consolidating reports, AI frees finance teams to focus on strategic analysis. The Numbers Speak Volumes And the trend is only growing.

Finance 52

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

The Charity CFO

APRIL 11, 2025

For example: A government grant might prioritize detailed evidence of your programs efficiency and sustainability, including administrative costs and compliance plans. A private foundation may focus on innovation, looking for budgets that emphasize creativity or leverage matching funds from other sources. Get the free guide!

Nonprofit 95

Nonprofit Budgeting Prioritization CFO 95

CFO Talks

MAY 7, 2025

Trend Analysis: Spot recurring issues by examining financial patterns over time. Scenario Planning: Model best, worst, and most likely outcomes to prepare for uncertainty. Instead of simply absorbing the costs, the CFO renegotiated supplier contracts, introduced alternative materials, and leveraged bulk buying. The result?

Problem Solving 52

Problem Solving CFO Communication Performance Measuring 52

CFO Dive

JUNE 23, 2025

That environment can easily lead to paralysis, with business leaders waiting for more information before undertaking planning actions. However, proactive planning can be a crucial tool that helps businesses to find stability within a challenging environment. What can a business do to plan for continually shifting tax rules?

Tax Planning 245

Tax Planning Planning CFO SAP 245

CFO Dive

JULY 11, 2025

Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. Informa PLCs registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. TechTarget, Inc.s registered office is 275 Grove St. Newton, MA 02466.

Marketing 103

Marketing CFO Treasury Leadership 103

CFO Plans

APRIL 14, 2025

Additionally, leveraging advanced tax software can automate calculations, significantly reducing the scope for human error. Discover more CFO Tax Recovery Strategies to secure your financial future. Creating a Tax Compliance Recovery Plan A comprehensive tax compliance recovery plan is indispensable.

Auditing 52

Auditing Compliance CFO Financial Reporting 52

CFO Dive

JUNE 16, 2025

Ensure auditable reporting and compliance The CFO needs to work with other functions like corporate financial reporting, regulatory compliance, tax, treasury, and legal to ensure timely, auditable reporting and financial accounting. You can unsubscribe at anytime.

CFO 247

CFO SAP Compliance Auditing 247

CFO Dive

JUNE 9, 2025

Not as a report next quarter, but as a signal today. Because “we’ll fix it in Q4” isn’t a plan. ET How Banks Can Leverage Cloud and AI Solutions to Their Advantage Presented by studioID and SAP 09 JUL Virtual Event | 2 p.m. You can unsubscribe at anytime. It’s a delay. That’s adaptive finance. Registered in England and Wales.

Finance 271

Finance CFO SAP Compliance 271

CFO Dive

JULY 11, 2025

Poroch’s appointment is “another example of the strong, deep leadership bench we have built here at Southern Company and a testament to our robust, long-term succession planning,” CEO Chris Womack said in a statement included in the Friday release. “We million in non-equity incentive plan compensation, according to the company’s latest proxy.

Finance 141

Finance CFO Leadership SAP 141

CFO Dive

JUNE 16, 2025

Higher oil prices exacerbate the ongoing stagflation shock stemming from tariffs and immigration restrictions,” Sløk said, referring to how plans by President Donald Trump to deport undocumented workers would reduce the labor supply. You can unsubscribe at anytime. The price of West Texas Intermediate crude oil surged to $77.68

CFO 114

CFO Compliance SAP Treasury 114

CFO Strategic Partners

APRIL 14, 2025

Do More With What You Have Leverage CFO Leadership Build A Strong Financial Foundation Update Your Technology Track The Right KPIs Position Your Business Effectively for Investment Companies that achieve their objectives and outperform their competitors – know how to seamlessly blend strategy and execution in the pursuit of their goals.

Cash Flow Forecasting 40

Cash Flow Forecasting Leadership Auditing CFO 40

CFO Dive

JUNE 17, 2025

ET How Banks Can Leverage Cloud and AI Solutions to Their Advantage Presented by studioID and SAP 09 JUL Virtual Event | 2 p.m. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. We need to catch up with other states.”

CFO 220

CFO Compliance SAP Leadership 220

CFO Dive

JULY 2, 2025

Last month Kirkland’s said it is going forward with plans to consolidate real estate and then treat about 290 of its locations “as the foundational footprint for Kirkland’s Home, Bed Bath & Beyond Home, and Overstock.” You can unsubscribe at anytime. The tie-ups are not just operational: These brands are also enmeshed to varying degrees.

CFO 176

CFO Leadership SAP Compliance 176