CFO Dive

NOVEMBER 11, 2022

As an increasing number of economists forecast a recession, financial leaders are contemplating hiring freezes, even as businesses describe their teams as "understaffed."

Forecasting 271

Forecasting Numbers 271

CFO Talks

FEBRUARY 20, 2025

Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. How do we create a culture where finance professionals actively challenge assumptions, look beyond the numbers, and uncover the bigger picture?

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

Centage

MAY 23, 2022

With rolling forecasts, businesses can gain better insight while aligning their sales and production goals with what’s actually happening from a financial perspective. Read on to discover the benefits of rolling budgeting, rolling financial forecasting, and mid-year forecasts for your business. What’s a Rolling Forecast?

Forecasting 98

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

CFO Dive

OCTOBER 31, 2022

As a growing number of economists forecast a downturn, finance chiefs are wrestling with if or when to make the hard, emotionally-charged call to cut jobs.

CFO 245

CFO Forecasting Finance Numbers 245

Fpanda Club

MARCH 19, 2025

Being good at finance and getting numbers right is not enough anymore Of course, strong analytical skills and knowledge of finance are essential for an FP&A professional but gone are those days when these skills or proficiency in Excel were enough to excel in this role, pardon the pun.

Financial Planning and Analysis (FP&A) 130

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

CFO Selections

NOVEMBER 20, 2024

As such, their responsibilities include: budgeting and forecasting, managing mergers or acquisitions, and handling compliance issues. As such, a CFO is especially valuable for a company that is growing quickly, employs a large number of employees, and/or has complex product lines.

CFO 105

CFO Tax Planning Leadership Budgeting 105

Navigator SAP

OCTOBER 20, 2022

The general-purpose platform can address any number of use cases from the front office to the back office, such as customer analytics, financial analytics, HR analytics, demand forecasting, procurement, and more. UBIX is an Advanced Analytics and AI Platform designed for the business user.

SAP 240

SAP Forecasting Numbers 240

Centage

JANUARY 18, 2022

While spreadsheets have long reigned supreme as the foundation of budgeting and forecasting for many organizations, the shortcomings of this legacy, siloed tool have become too hard to ignore. Accuracy is the critical to the budgeting and forecasting process. Confidence – Am I confident in the numbers coming out of the model?

Budgeting 111

Budgeting Forecasting Financial Planning and Analysis (FP&A) General Ledger 111

Centage

FEBRUARY 2, 2023

However, one of the most important planning tools for a business of any size is cash flow forecasting – and it’s especially important in times of uncertainty. Knowing the timing, amount and predictability of future cash flows with cash flow forecasting should be an essential component of the budgeting and planning process.

Cash Flow Forecasting 98

Cash Flow Forecasting Forecasting Financial Planning and Analysis (FP&A) Profit and Loss 98

Future CFO

SEPTEMBER 7, 2023

Atradius has recently upgraded its global GDP growth forecast for 2023 to 2.4%, which is a slowdown from 2022 but a significant improvement on earlier predictions. In addition, the firm posted a global GDP growth forecast of 2.0% Emerging market economies (EMEs) will fare better, with forecast growth of 3.9% for 2024. “We

Forecasting 97

Forecasting Economics Numbers Banking 97

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. Excel is an easy-to-use platform for inputting numbers and getting results with simple formulas. If your business has used Excel for financial forecasting, you may have found some challenges with the program.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Musings on Markets

JANUARY 10, 2025

Noise in predictions : One reason that the expert class is increasingly mistrusted is because of the unwillingness on the part of many in this class to admit to uncertainty in their forecasts for the future. Aggregate operating numbers 3. Corporate Governance & Descriptive 1. Insider, CEO & Institutional holdings 2.

Corporate Finance 120

Corporate Finance Valuation Finance Numbers 120

Barry Ritholtz

MARCH 18, 2025

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Bad Numbers : 4. It is March 18th! Publication day is finally here! Why are we constantly prodded to take action now!

Investments 127

Investments Math Concentration Valuation 127

Centage

JANUARY 31, 2022

Cash flow forecasting provides that much needed insight and is the most effective way to start future-proofing your business for the year ahead. Or perhaps your integrated cash flow reports are based on GAAP accounting rules, not formulas, but aren’t supported in your current planning and forecasting software application. Learn More.

Cash Flow Forecasting 98

Cash Flow Forecasting Financial Planning and Analysis (FP&A) Forecasting GAAP 98

Centage

JUNE 20, 2023

These solutions create and support a budgeting and forecasting process that is more efficient with shared ownership that reduces risk and uncertainty. Real-time cash flow is a vital piece of information that can get swallowed by all the other numbers, or worse, left out of reporting entirely.

Budgeting 97

Budgeting Forecasting Finance Planning 97

Centage

APRIL 24, 2023

A Checklist for Healthcare Organizations: No matter the size of your healthcare organization, predictive financial planning and forecasting is critical for ensuring that you are efficient and sustainable, and even more critical during times of uncertainty. Track and control costs. Produce custom healthcare reports.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Healthcare Forecasting Planning 98

Musings on Markets

JANUARY 17, 2025

If you see market strategists or journalists talking about negative equity risk premiums, this (the difference between the earnings yield and the treasury rate) is the number that they are referencing. As rates have risen, though, the difference has narrowed, and at the start of 2025, the earnings yield exceeded the treasury rate.

Treasury 129

Treasury Valuation Marketing Forecasting 129

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

The Finance Weekly

FEBRUARY 23, 2025

This issue hampers forecasting accuracy, risk management, and resource allocation. Without accurate insights, businesses struggle with forecasting, risk management, and resource allocation. This leads to better budgeting, more reliable forecasting, and stronger financial stability. Use past data to predict future performance.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

NOVEMBER 6, 2024

He also highlights the importance of building agility in supply chain management and, external focus and benchmarking in forecasting, whilst continuing to be data and insight-led. In weathering these challenges, Shivam notes the importance of having clarity of vision and ensuring resource allocations are clearly aligned with the vision.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

CFO Dive

JANUARY 5, 2023

Despite some recession-watch contrarians, the JPMorgan survey findings dovetail with a growing number of forecasters penciling a downturn into their 2023 calendars.

Forecasting 154

Forecasting Numbers 154

Future CFO

JUNE 27, 2024

Finance leaders are now seeing generative artificial intelligence to have the most immediate impact on explaining forecast amd budget variances, according to Gartner, Inc. The post Finance leaders see GenAI to have most immediate impact on forecast, budget appeared first on FutureCFO.

Forecasting 75

Forecasting Budgeting Finance Auditing 75

Global Finance

JANUARY 2, 2025

We provide a very user-friendly tool where you just insert the numbers from the target and from the buyer, and you get a score indicating the likelihood of success. Every quarter it either met or exceeded analysts revenue forecasts. Some factors are more important than others, particularly for executives contemplating an acquisition.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

The Charity CFO

JUNE 4, 2025

They build a pipeline, track progress, forecast revenue, and follow up religiously. Instead of relying on memory or sticky notes, he uses Salesforce as a second brainsetting reminders, tracking conversations, and forecasting outcomes. Sales professionals are trained to own the process.

Sales 69

Sales Nonprofit CFO Forecasting 69

CFO Talks

APRIL 15, 2025

Accountability Isnt Admin Its Your Performance Lever For all the talk about AI-driven forecasting, real-time dashboards, and digitising the finance function, there remains one cornerstone of high-performing finance teams that no technology can replace: accountability. Forecasting becomes a game of optimism versus realism.

Accounting 52

Accounting Forecasting Auditing Compliance 52

CFO Talks

DECEMBER 3, 2024

For instance, using automated invoicing software could save hours of manual work, enabling your team to focus on higher-value tasks like analysing trends or forecasting. Build Resilient Teams: Train your finance team to look beyond numbers. Regularly Review Your Cost Structure A detailed cost review is not just an annual exercise.

CFO 84

CFO Financial Analysis Invoicing Economics 84

The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.

Financial Modeling 52

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

CFO Thought Leader

MAY 5, 2025

Upmanyu never mistook rows of numbers for the whole story. Today he pushes growth by leading with the firms publiccloud platform and embedding AI into forecasting. His employer at the time couldnt tell which products paid the bills; by dawn, the young financial analyst could. CFOTL: Lets find out about Cloudera.

CFO 71

CFO Financial Analyst Forecasting Leadership 71

CFO News Room

FEBRUARY 4, 2023

According to Dow Jones, the consensus forecast calls for 187,000 new nonfarm jobs in January, down from 223,000 that were created in December. But economists say it’s not clear how much of that will show up in the labor numbers. A higher-than-expected number might be viewed as just an outlier, he added.

Forecasting 130

Forecasting Education Numbers Marketing 130

CFO Talks

MAY 29, 2025

Businesses do not just want accurate numbers. Forecasts should reflect current conditions, not assumptions from last quarter. Forecasting cycles should be made shorter and more flexible. Instead of reporting a number, suggest what to do about it. They want insight, delivered when it matters, in a way they can act on.

Finance 52

Finance CFO Compliance Forecasting 52

Future CFO

FEBRUARY 16, 2025

Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning." As finance professionals transition from number crunchers to strategic advisors, the ability to convey complex data insights understandably becomes crucial.

Finance 64

Finance Forecasting CFO Compliance 64

Collectiv

JANUARY 24, 2025

For example, automate a variance analysis report or create a simple budget forecasting dashboard to save time and improve accuracy. Imagine your team accessing the same reliable data for budget planning, forecasting, and reportingno more version control nightmares. Automation does double duty: It saves time and increases accuracy.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98

CFO Leadership Communication Problem Solving 98

Beacon CFO Plus

JUNE 4, 2025

Before we talk about numbers, its important to define the scope of the role. Do you need someone to: Improve budgeting and forecasting? Project-Based Pricing This model sets a fixed fee for a specific deliverable, such as preparing financials for fundraising or building a forecasting model.

CFO 52

CFO Budgeting Forecasting Auditing 52

CFO Talks

JUNE 3, 2025

He instructs his managers to spend no more than 10 percent of their time on accounting and the rest interpreting what the numbers mean. To counter this, Innocent and his team use agile forecasting frameworks, scenario modelling, and real-time analytics. Over the years, Ive learned that forecasting must be agile.

Leadership 52

Leadership CFO Finance Auditing 52

CFO Talks

NOVEMBER 27, 2024

Achieving this requires more than crunching numbers; it demands insight, context, and actionable recommendations. A trendline graph showing the gradual change in margins alongside a pie chart of cost contributors paints a clearer picture than numbers alone. Context Adds Clarity Numbers alone don’t provide meaning.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership CFO Forecasting 52