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

The Charity CFO

FEBRUARY 12, 2025

According to Sheri’s research, organizations that can quantify and communicate how they’re changing lives are 68% more likely to win grants compared to those who only report on outputs (e.g. number of people served). Book a FREE consultation here Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit

E78 Partners

JUNE 16, 2025

Common reasons mergers and acquisitions fail include: Inadequate Integration Planning: Without a comprehensive roadmap that aligns with the deal thesis, organizations struggle to prioritize, sequence, and resource integration activities. Let’s say a mid-sized manufacturer acquires a bolt-on supplier to consolidate operations.

Mergers and Acquisitions (M&A)

CFO Dive

JULY 10, 2025

Samuel Corum via Getty Images The recently-enacted “ One Big Beautiful Bill Act ” could help lift sagging merger-and-acquisition volume numbers by creating a more attractive environment for dealmaking on the U.S. The total number of U.S. You can unsubscribe at anytime. tax policy front, analysts said. Registered in England and Wales.

Mergers and Acquisitions (M&A)

Embark With Us

MARCH 26, 2025

In the ever-evolving landscape of sustainability reporting, the European Union has made another significant move releasing its first proposed Omnibus package. Scoping thresholds Proposal II significantly narrows the scope of entities required to report under the CSRD, aiming to simplify compliance and better align with CSDDD.

Compliance

CFO Dive

JUNE 24, 2025

The breaches resulted in a number of lawsuits that were eventually combined into a single class action complaint before Judge Ada Brown of the U.S. AT&T is among companies that reported some of the largest cyberattacks last year , according to a tally by the Cyber Management Alliance, a U.K. You can unsubscribe at anytime.

CFO

CFO Dive

JULY 8, 2025

Only half of respondents said they had clear visibility into SaaS usage while the number of respondents reporting full tech stack transparency fell four percentage points to 43%. 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. TechTarget, Inc.s

Auditing

CFO Dive

JUNE 17, 2025

Nearly all — 97% — o f businesses have struggled to demonstrate generative AI’s business value, according to an Informatica report published in February. The reorg coincides with broader strategy shifts as the company grapples with six consecutive quarters of total revenue decline, Food Dive reported last month.

CFO

Fpanda Club

FEBRUARY 1, 2021

Though some activities, such as financial reporting, budgeting and forecasting are periodic, they are always characterized by tough deadlines to be respected. There is no need to deny: finance still encompasses a number of routine activities which is easy to get tired of. Resilience to stress and ability to work under pressure.

Finance

The Finance Weekly

JANUARY 1, 2023

Once again 2022 was not a boring year, both for world events and finance in particular, and the growing number of readers and widely diverse range of topics attests to that. 2) The Importance of Trustworthy, Independent SOC Reports in FP&A. Read the FP&A Software Solution Comparison here. Read the , full article.

Finance

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. In conjunction with your other numbers, your gross profit margin can tell you if your products are profitable enough, if you need to increase sales or if your expenses, like sales costs, are too high.

Financial Planning and Analysis (FP&A)

Centage

DECEMBER 7, 2022

In addition, here are key requirements to evaluate and prioritize as part of your budgeting and planning process to ensure you are ready for the year ahead. Real-time reporting – specifically around variance reporting, and alerting. Want to see it in action? Check out our video here.

Budgeting

CFO Talks

OCTOBER 10, 2024

By identifying key profit drivers and improving financial reporting , the business was able to grow efficiently and profitably. Whether you’re an SME seeking cost-effective financial leadership or a large organization needing specialized support, fractional CFOs are proving to be a game-changer for businesses worldwide.

Leadership

Michigan CFO

MAY 27, 2025

More Than Just Numbers When TK Mold brought on Dennis Weist from Michigan CFO Associates, the ensuing changes went far beyond financial reporting. Cost Control Recurring expenses were audited and reduced; capital expenditures were prioritized and planned with more discipline.

Cash Flow Forecasting

PYMNTS

OCTOBER 29, 2018

More than 670 professionals at mid-sized and large firms were asked about how they collaborate with human resources and IT departments, both areas of the enterprise that have significant impacts on financial management. Furthermore, researchers found CFOs lack the knowledge and skill set needed to mitigate risk.

CFO

Spreadym

SEPTEMBER 22, 2023

Poor Documentation: Failing to document financial processes, decisions, and discussions can create confusion and make it challenging to track and audit financial activities. Inadequate Reporting: Providing incomplete or inaccurate financial reports can mislead team members and decision-makers.

Communication

The Finance Weekly

JULY 19, 2022

FP&A teams are responsible for a variety of activities, including periodic financial close and consolidations, strategic and annual planning, monthly forecasting, cash flow forecasting, financial reporting, financial modeling, and what-if scenario planning and analysis.

Financial Planning and Analysis (FP&A)

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

Future CFO

MAY 28, 2020

The next step was prioritization. We prioritized what could and couldn’t be achieved. The team also evaluated the risk on the accuracy of the financial reporting for these activities and focused on key numbers. Everything could not be achieved in the limited duration.

Finance

The Charity CFO

JULY 3, 2023

For example, a nonprofit with a financial goal of increasing fundraising by 10% this year can set KPIs like the number of fundraising events, amount of calls or letters to donors, the number of new recurring donors each month, or even the total of the revenue brought in to date. Get the free guide!

Nonprofit

The Charity CFO

MARCH 2, 2022

A couple things actually, number one, that we’ve alluded to transition in leadership. You, and really oftentimes it’s an understanding of the compliance needs issue, um, and a skillset, frankly, rather than, rather than a… a number of bodies issue. I don’t know if my financial reports are inaccurate.

Nonprofit

Michigan CFO

SEPTEMBER 29, 2021

However, if your CFO possesses deep manufacturing experience, then you can better prioritize investments that provide tangible business benefits. Financial Planning: Better manage the operational components of cash management, borrowing, restructuring, and equites raises. Business Strategy Leadership. Learn More.

Manufacturing

The Finance Weekly

APRIL 27, 2022

The Association of Certified Fraud Examiners’ (ACFE) 2020 Report to the Nations found that many fraud risks increase in small businesses (meaning, under 100 employees) than in large businesses. Unfortunately, a number of SME owners, CEOs, and other leaders play in the gray or are entirely concerned by the ethics of their business practices.

Leadership

PYMNTS

OCTOBER 30, 2020

Businesses also prioritize having up-to-date financial status data that will enable them to carefully oversee liquidity across all their various bank accounts and to make accurate decisions.

B2B

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. In conjunction with your other numbers, your gross profit margin can tell you if your products are profitable enough, if you need to increase sales or if your expenses, like sales costs, are too high.

Financial Planning and Analysis (FP&A)

Planful

JANUARY 11, 2022

In 2018, McKinsey reported that CFOs who didn’t adopt digital innovations like artificial intelligence (AI) were in danger of falling behind their counterparts in IT and marketing. When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat.

Financial Planning and Analysis (FP&A)

Spreadym

JUNE 19, 2023

Categorize and prioritize your expenses to identify essential versus discretionary spending. Cons of Xero for cash flow management Cost: Xero is a subscription-based software, and the cost can vary depending on the plan and the number of users you require.

Cash Flow Forecasting

The Charity CFO

DECEMBER 22, 2021

And, and you, and I know we see, because we see the numbers, we, we see the financial situation of nonprofits and we certainly see that their own staff, the founders are otherwise. That’s the number thing, or they, they reach out to me and I respond. But it really is true. Like I am a service provider.

Nonprofit

CFO Talks

NOVEMBER 1, 2024

My interest in finance was sparked by a deep fascination with numbers and their ability to tell stories about businesses and economies. Financial Expertise: Mastery of financial reporting, budgeting, forecasting, and analysis is essential. Key areas include: 1.

Prioritization