CFO Thought Leader

DECEMBER 9, 2024

Joanne Chengs career had already carried her through multiple successful exits and finance leadership roles when an unexpected opportunity arose. Balances long-term vision with operational discipline through collaborative leadership. Bridges cross-departmental gaps by serving as a connector and resource allocator.

Leadership 52

Leadership CFO Benchmarking Finance 52

Fpanda Club

JANUARY 23, 2025

FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. In this blog post I wont focus on the activities that fall into FP&As scope by default, such as budgeting, forecasting and regular analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

CFO Thought Leader

DECEMBER 9, 2024

Joanne Chengs career had already carried her through multiple successful exits and finance leadership roles when an unexpected opportunity arose. Balances long-term vision with operational discipline through collaborative leadership. Bridges cross-departmental gaps by serving as a connector and resource allocator.

Leadership 52

Leadership CFO Benchmarking Finance 52

Centage

OCTOBER 28, 2021

Dynamic market conditions may not be anything new but navigating the current business environment and its unprecedented unpredictability has shined a spotlight on just how critical cash flow forecasting is to an organization. Here are three best practices to improve your cash flow forecasting: #1.

Cash Flow Forecasting 90

Cash Flow Forecasting Forecasting Budgeting Data Analysis 90

Jedox Finance

SEPTEMBER 29, 2021

Does it make sense to have a complete separation between your company goals, sales reps targets, and compensation models? In this blog post, we’ll look at how you connect the dots between Sales Performance Management and xP&A. What is Sales Performance Management? xP&A. Connecting the dots.

Financial Planning and Analysis (FP&A) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Reconciliations 124

Jedox Finance

OCTOBER 24, 2019

A high-quality business forecast delivers far more than just numbers. Finance professionals regularly try to look in their crystal ball with forecasts and enable the company to have seamless, solid planning. For this to succeed, your forecast must be of high quality. A forecast should be prepared and adjusted on a regular basis.

Forecasting 100

Forecasting Finance Budgeting Communication 100

Centage

DECEMBER 1, 2021

But times have changed – which is why financial forecasting is more important than your annual budget. More than half (57%) are producing P&L forecasts more often than monthly. What’s the Financial Forecast Look Like? Financial forecasting is especially important when it comes to cash flow. Manage every dollar.

Forecasting 98

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

Jedox Finance

JULY 6, 2021

When considering the performance of any forecasting model, the prediction values it produces must be evaluated. An error metric is a way to quantify the performance of a model and provides a way for the forecaster to quantitatively compare different models 1. Where y’ is forecasted value and y is the true value.

Forecasting 105

Forecasting Math Numbers Planning 105

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

E78 Partners

FEBRUARY 26, 2025

Implement driver-based forecasting that links operational metrics to financial outcomes. Solution: Implement rolling forecasts to enhance agility and adaptability. Solution: Implement rolling forecasts to enhance agility and adaptability. Leverage AI-driven forecasting tools, ensuring data accuracy and executive buy-in.

Financial Planning and Analysis (FP&A) 59

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

The SaaS CFO

OCTOBER 25, 2018

I have spent years forecasting software and SaaS company financials. One area of the P&L that receives extra scrutiny from leadership and investors is the sales and marketing area. The post Simple Sales Efficiency Metrics for SaaS Leaders appeared first on The SaaS CFO.

Sales 79

Sales Leadership Forecasting CFO 79

Jedox Finance

JUNE 24, 2021

This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge. The evolution of marketing data.

Sales 116

Sales Marketing Planning Technology 116

Centage

FEBRUARY 11, 2022

Your ability to provide expert guidance through your business budget and forecasting process will require you to have a deep understanding of your cash flow. These are big bets, and to make them, business leaders want confidence in their business budgeting and forecasting. How much can a CEO rely on the numbers in the forecast?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 98

Jedox Finance

OCTOBER 29, 2021

From overarching sales targets to more specific sub-goals and milestones, how should they be defined? In this blog post, we look at sales targets and goal setting from different perspectives and discuss what to consider when defining them. Sales targets should always be planned bottom-up and top-down. Target market?

Sales 116

Sales Profit and Loss Reconciliations Planning 116

CFO Thought Leader

MARCH 28, 2025

In this episode of Planning Aces , three forward-looking finance leaders share how theyre transforming planning and forecasting inside their organizations. Internally, he sees AI helping reallocate workloads and drive efficiencies across sales, HR, and finance, unlocking measurable operational gains.

CFO 45

CFO Forecasting Manufacturing Finance 45

CFO Talks

NOVEMBER 27, 2024

When the leadership team is debating market expansion, their primary concern is not the minutiae of last quarter’s overheads but whether the new market is profitable and sustainable. If sales improve by 5%, what does that mean for year-end profits? Including scenarios in your reports can further empower decision-makers.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership CFO Forecasting 52

CFO Thought Leader

JANUARY 6, 2025

Along the way, she understood that it was incumbent on finance leadership to make sense of raw data within companiesfinance leaders must connect figures to overarching strategy in a way that resonates with board members, employees, and investors alike.

CFO 52

CFO Leadership Compliance Concentration 52

CFO Thought Leader

DECEMBER 3, 2024

Lam explains how aligning sales and delivery teams through transparent metrics and shared goals doubled profit margins in one business line. He also discusses empowering his team, implementing systems for seamless operations, and fostering a collaborative culture where employees aspire to leadership roles.

CFO 52

CFO Leadership Sales Finance 52

CFO Talks

MAY 29, 2025

Finance has to keep pace with operations, sales, procurement, and project teams. When sales performance dips, finance breaks down the contributing factors. Forecasts should reflect current conditions, not assumptions from last quarter. Forecasting cycles should be made shorter and more flexible.

Finance 52

Finance CFO Compliance Forecasting 52

Bramasol

JANUARY 28, 2025

SAP S/4HANA Cloud Private Edition also introduced new features, including AI-assisted master data governance, AI-assisted sales order fulfillment monitoring, AI-assisted conversational planning, and more. AI-enabled predictive analytics to forecast financial trends and inventory requirements.

SAP 77

SAP Data Analysis Leverage Sales 77

Future CFO

JUNE 1, 2025

Companies increasingly adopt digital tools to improve cash flow forecasting, automate reconciliation, and manage liquidity more effectively," he adds. He recommends using advanced forecasting tools integrated with real-time data to improve cash flow predictions and allocate surplus funds more effectively.

Economics 59

Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

CFO Talks

APRIL 9, 2025

Risk management isnt a luxury, its a core leadership function. And when something goes wrongfrom a supplier collapse to a cyber breachfinancial leadership is often the first-place people look for answers. Its what threatens your forecasts, shakes investor confidence, and puts your reputation on the line. The board expects more.

CFO 52

CFO Leadership Communication Risk Management 52

CFO Thought Leader

DECEMBER 3, 2024

His career journey, spanning roles in pricing and market dynamics to strategic planning at BlackRock, shaped his approach to finance leadership. It has created an AI-powered revenue orchestration platform, which essentially represents a quantum leap forward in sales enablement by introducing an AI-driven system of action.

CFO 52

CFO Strategic Planning Prioritization Leadership 52

Future CFO

FEBRUARY 16, 2025

By leveraging data intelligence, finance leaders can better evaluate macroeconomic indicators, hiring trends, and sales patterns to predict future needs and challenges." Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning."

Finance 64

Finance Forecasting CFO Compliance 64

Jedox Finance

SEPTEMBER 11, 2019

Even though we have so much advanced technology surrounding us, we still cannot just ask, “ Hey Siri, what’s my forecasted EBITDA look like ?” Many of the algorithms used for budgeting, planning, and forecasting are already in use and were proven decades ago. sales on a specific month are double the usual trend for that month).

Forecasting 59

Forecasting Budgeting Planning Technology 59

CFO Talks

MARCH 25, 2025

Or worse, the sales data in your dashboard doesnt match what your finance team has on record. If your sales, inventory, and finance numbers dont alignthis is where you catch it before it becomes a board-level problem. Real Talk: This Isnt an IT FixIts a Finance Leadership Move Process controls arent about tech upgrades.

CFO 52

CFO Reconciliations Finance Auditing 52

The Finance Weekly

JANUARY 8, 2024

This is why expense forecasting is valuable for CEOs, CFOs, and other executives when predicting a company's future financial performance. What Is an Expense Forecast? An expense forecast is a prediction of your future business costs. While the idea is simple, creating an accurate forecast is more complicated than it seems.

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 52

CFO Talks

APRIL 24, 2025

Use forecasting to show the bigger picture. Commercial vs Compliance Sales want speed. Post-Merger Fallout Few things test leadership like a post-deal environment. Thats leadership. When department heads lobby for more funding, theyre often defending their performance, their teams, or their legacy projects.

Budgeting 52

Budgeting CFO Leadership Construction 52

CFO Strategic Partners

APRIL 14, 2025

Effective budgeting requires you to get cozy with key data points like year-over-year trends, fixed and variable expenses, profit margins, cash flow data, sales numbers, and departmental needs. 4) Plan for Growth – Accurate, well-supported financial forecasts support every department of your company as you plan for growth.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

Jedox Finance

DECEMBER 10, 2020

We are pleased to welcome sales expert Markus Franke from Jedox partner BearingPoint to share his insights on sales planning in the era of Digital Transformation and provides an overview of how integrated sales planning can boost productivity in your organization. Why is sales planning so important? See how it’s done.

Sales 59

Sales Forecasting Budgeting Planning 59

CFO Simplified

MARCH 25, 2025

million in annual sales. Leadership skills are critical. This was a machine shop on Chicagos South Side, specializing in heavy equipment repair. They handled long-term projects, sometimes lasting six months to a year, and brought in about $9.7 It was a second-generation business, and the owner was preparing to pass it on to his son.

Cash Flow Forecasting 52

Cash Flow Forecasting Cash Management CFO Cost Analysis 52

CFO Leadership

JANUARY 5, 2024

The importance of near real-time visibility and responsive planning was an underlying theme at SuiteWorld 2023, with executives noting the increased significance of frequent forecasting, KPI monitoring, and detecting disruptions early. The post The CFO Agenda: 5 Areas to Focus on in 2024 first appeared on CFO Leadership.

CFO 97

CFO Invoicing Cash Management Leadership 97

Centage

AUGUST 15, 2022

Identifying Drivers Company leadership needs to identify the drivers impacting their business if they want to take advantage of a driver-based planning system. For this reason, many companies opt to abandon Excel budgeting in favor of a tool that can handle driver-based planning and forecasting.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

CFO Talks

NOVEMBER 11, 2024

She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Talks

MAY 21, 2025

Its about smarter, sharper leadership. Because not all sales are good sales. Start by tightening forecasts. The right moves now can reposition the finance function from cost centre to strategic growth driver. And it starts by thinking differently about where value really comes from. Automate the Pain.

Budgeting 52

Budgeting CFO Compliance Invoicing 52

The Charity CFO

MARCH 22, 2024

Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Using data insights from the ads, you can determine which was more effective for increasing ticket sales or donations. For example, historical financial data can help you with budgeting or creating financial forecasts for your organization.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

CFO Thought Leader

SEPTEMBER 22, 2024

Leaving behind his role as CFO at United Airlines, he stepped into the tech world, joining Apple in a sales position—a move that many saw as risky, but one that would ultimately shape his perspective on finance leadership in the Digital Age. ” – Zane Rowe, CFO, Workday This Episode: What’s in store?

Leadership 52

Leadership CFO Finance Leverage 52