CFO Talks

JUNE 4, 2025

They are dealing with facts, forecasts, and risk. Framing the Numbers Is Just as Important as Reporting Them Numbers do not speak for themselves. Strategic Decisions Reflect on How the Company Is Seen CFOs today are no longer passive participants in strategic planning. You are not just presenting numbers.

CFO 52

CFO Compliance Communication Leadership 52

CFO Plans

NOVEMBER 4, 2024

By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. For forward-thinking financial firms, integrating these technologies into their strategic planning processes has become a game-changer.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Selections

MARCH 4, 2024

The “branches” off each decision alternative that result use data analysis to forecast the most likely outcome of each decision. Decision trees can be more conceptual in nature or have numbers to back up decision scenarios, as is the case of pricing changes affecting revenue figures.

Planning 86

Planning Data Analysis Strategic Planning Forecasting 86

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

Centage

AUGUST 15, 2022

With driver-based planning, companies identify a set of factors that influence their success and model that data to better understand its impact. Managers can then run scenarios with the drivers to improve long-term strategic planning. Data Integrity Are you sure that your current forecasts are accurate?

Budgeting 105

Budgeting Planning Forecasting GAAP 105

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives. This process usually occurs once a year and lasts several months.

Financial Planning and Analysis (FP&A) 130

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

Fpanda Club

APRIL 18, 2022

To become better business partners FP&A practitioners should be creative, but it is not an easy task with a financial mindset traditionally focused on numbers, correct calculations and cause-and-effect relationship.

Financial Planning and Analysis (FP&A) 130

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

Jedox Finance

JANUARY 23, 2020

Set organizational, strategic, high level goals and targets. Measurement of success and re-forecasting. Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems are primarily transactional systems. Cascade goals into functional areas of the organization. Target setting for select business drivers.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

Centage

AUGUST 16, 2023

Freeing up time spent on manual budgeting processes gives leaders more resources to spend on strategic planning and forecasting. Entering the wrong number on the wrong line, or missing a number, can cause big issues with the data integrity. Generate accurate business forecasts.

Budgeting 98

Budgeting Forecasting Strategic Planning Planning 98

Centage

JANUARY 9, 2024

While spreadsheets have long reigned supreme as the foundation of budgeting and forecasting for many organizations, the shortcomings of this legacy tool, and the silos it creates, have become impossible to ignore. It’s never a bad time to consider how to improve your overall budgeting and forecasting process.

Forecasting 40

Forecasting Budgeting General Ledger Planning 40

CFO Talks

NOVEMBER 11, 2024

Guided by influential mentors, Thobile recognized that finance goes beyond numbers—it impacts decision-making that drives business and individual success. I always loved working with numbers, and mathematics was one of my favorite subjects. What sparked your interest in finance? Seek out diverse experiences within your organization.

CFO 52

CFO Leadership Problem Solving Communication 52

Global Finance

JULY 26, 2024

Customers can enable advanced analytics and insights, improving decision-making and strategic planning. Payable , another double winner, takes both Best Cash Forecasting Solution and Best Treasury Analytics Provider. This combination, he adds, offers significant benefits by enhancing efficiency and operational resilience.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

BlueLight

MAY 1, 2020

The CFO is focused on company-level strategic planning and building a relationship with investors. Financial planning & analysis is a corporation function that uses financial information to make forward-looking recommendations, evolving from a number cruncher to a strategic partner. Let’s get into the details.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

VCFO

MARCH 2, 2023

Some may think that makes financial management and strategic planning in a professional services firm simpler. Visualizing and articulating goals for the business provides an endpoint that one can then walk back year-on-year to chart milestones, build meaningful budgets, and form the basis of the strategic plan.

Strategic Planning 62

Strategic Planning CFO Budgeting Planning 62

Centage

OCTOBER 11, 2022

Workforce planning is different from annual resource planning. Historically companies would spend part of their annual business budget planning cycle forecasting what resources they would need for the next year. But it does require an understanding of what it is, and what it isn’t, to be successful.

Financial Planning and Analysis (FP&A) 98

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

The Charity CFO

OCTOBER 14, 2024

Financial Management and Budgeting : Understanding your numbers, creating realistic budgets, and forecasting for future growth are essential skills for nonprofit leaders. Even if you’re “not a numbers person,” you must learn to navigate financial management.

Nonprofit 52

Nonprofit Strategic Planning Budgeting CFO 52

Future CFO

NOVEMBER 8, 2023

For companies starting out in the business, some resort to hiring fractional chief financial officers to share their expertise in finance, strategic planning, and other CFO-related activities. They present data in formats that bring meaning to the numbers. Remember, it's your plan, not their plan.

CFO 52

CFO Strategic Planning Forecasting Planning 52

Centage

JULY 25, 2023

Risk of Errors with Excel Spreadsheets The risk of errors is one of the greatest challenges that businesses face when using Excel spreadsheets for budgeting and financial forecasting. Fortunately, Planning Maestro offers cloud budgeting and planning software that simplifies the financial consolidation process.

Budgeting 98

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

CFO Simplified

FEBRUARY 13, 2022

Strategically plan for the company’s future . Additionally, a CFO’s ability to forecast a company’s financials based on past numbers and projections is arguably the most important piece of the puzzle. Review your business’ financial performance with your CFO prior to making any set-in-stone plans regarding your exit. .

CFO 52

CFO Strategic Planning Communication Forecasting 52

https://trustedcfosolutions.com/feed/

SEPTEMBER 26, 2022

By eliminating spreadsheet errors and having the convenience of real-time reports in a single financial source, you’ll regain confidence and ensure your numbers accurately reflect your budgets. Your business needs the clarity and insight for multi-level planning and budgeting. Collaboration Across Departments (—And Multiple Entities).

Budgeting 57

Budgeting Planning Forecasting Strategic Planning 57

VCFO

MARCH 17, 2023

This translates to purchasing power as many vendors are willing to make concessions to keep customers who know how to forecast their needs. Forecasting Sales and Applying Seasonality Sales is also a pivotal part of the inventory turnover equation.

Manufacturing 70

Manufacturing Forecasting Profit and Loss Benchmarking 70

KG Virtual CFO

OCTOBER 12, 2020

Pay Attention to New Numbers Chances are, your business has been impacted by the coronavirus in some shape or form. If your cash flow wasn’t negatively impacted by the ripple effects of COVID-19, you should still consider taking a look at your numbers to ensure your spending won’t exceed your income.

Budgeting 52

Budgeting Cash Flow Forecasting Prioritization Forecasting 52

The Finance Weekly

MARCH 25, 2024

He held the position of Chief Financial Officer (CFO) at CBS Corporation, a major media player, for a good number of years. His main gigs included handling all the financial operations like accounting and financial planning, crafting financial strategies to boost the business, and managing relationships with investors and banks.

CFO 97

CFO Finance Forecasting GAAP 97

Future CFO

SEPTEMBER 26, 2024

By looking internally for existing capabilities and externally for leading practices and support, CFOs can develop a strategic plan to not only achieve compliance, but also embed sustainability reporting into the organisation's decision-making and performance rhythm over time.

CFO 52

CFO Strategic Planning Compliance Forecasting 52

CFO News Room

DECEMBER 16, 2022

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. According to the U.S. Financial Analyst.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

Centage

NOVEMBER 14, 2023

For the finance team, reforecasting (sometimes called budget reforecasting or financial reforecasting) is the best mechanism for effectively managing changes in strategic planning throughout the budget year. There is no question of the value that budgeting and forecasting provides an organization. What is budget reforecasting?

Budgeting 52

Budgeting Forecasting Strategic Planning Planning 52

CFO Simplified

JUNE 1, 2023

Some look at them in detail, and others look at a couple of distinct numbers. For example, do you have a cash flow forecast? Sure, you’re using those numbers for basic things like filing your tax returns, and it’s important to make sure that you pay the government the right amount of money. Are your numbers trending up or down?

Cash Flow Forecasting 52

Cash Flow Forecasting Profit and Loss Strategic Planning CFO 52

Future CFO

JUNE 16, 2025

For this matter, automation has taken the spotlight to allow organisation heads to zoom out and look at the big picture, making way for more strategic planning to thrive amid the unending shifts in the market. And because the data is clean and consistent, there's less back-and-forth chasing down numbers or correcting reporting errors."

Profit and Loss 59

Profit and Loss Finance Reconciliations Forecasting 59

CFO Talks

NOVEMBER 20, 2024

I aim to build a team of skilled professionals who can offer deeper financial insights, strategic planning, and operational efficiencies that empower our clients to achieve sustainable growth. Start with deepening your understanding of financial planning and analysis, budgeting, and forecasting to support data-driven decisions.

CFO 52

CFO Prioritization Leadership Communication 52

Planful

AUGUST 22, 2017

For example, driver-based planning can be useful in the long-range strategic planning process, where Finance executives need to project long-term trends for revenues and costs. Number of customers/subscribers. Number of orders or shipments. Market share. Sales volumes in units.

Planning 40

Planning Budgeting Forecasting Strategic Planning 40

The Charity CFO

JUNE 10, 2022

Your finance committee spends the most time analyzing and studying your nonprofit’s numbers, yet your entire board of directors is responsible for financial oversight. PRO TIP: To get even more capacity from your finance committee, include them in your strategic plan! Every nonprofit should periodically develop a strategic plan.

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

Centage

OCTOBER 23, 2023

What are the plans for the organization? This may seem like more of a strategic planning question than a budgeting process one, but the two are intertwined. At the same time, they will want to know that you’ve considered what it will take, financially, to accomplish those plans. What happens if it all goes wrong?

Budgeting 52

Budgeting Forecasting Strategic Planning Planning 52

CFO Share

AUGUST 22, 2024

CFO compensation increases with extensive experience in your industry, proven strategic planning skills, and a track record of driving financial performance. Average Fractional CFO Fees The clients of fractional CFOs pay anywhere from 10% to 50% of that salary, depending on the number of clients the CFO serves.

CFO 52

CFO Restructuring Strategic Planning Budgeting 52

Jedox Finance

JULY 3, 2019

FP&A has the opportunity to seed the strategic plan into daily operations, bringing alignment, flexibility and impact. To drive the right strategic choices across the value chain, FP&A must look more at leading indicators and business drivers rather than historical numbers.

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

DECEMBER 12, 2021

Cash flow forecasting. Growth planning . The CFO’s time is primarily spent with analytics, diving into the “whys” of the numbers, the direction of the company’s performance, the factors that bring improvement, and what that improvement could look like. Budgeting and forecasting. Everyone already knows that. Accounting? .

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

The Finance Weekly

DECEMBER 20, 2023

Importance of Workforce Planning Tools Workforce planning involves analyzing and predicting the number of employees you need to achieve your business goals in the short and long term. In uncertain business landscapes, companies using workforce planning solutions gain a competitive edge by making faster, data-driven decisions.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

DECEMBER 20, 2023

Importance of Workforce Planning Tools Workforce planning involves analyzing and predicting the number of employees you need to achieve your business goals in the short and long term. In uncertain business landscapes, companies using workforce planning solutions gain a competitive edge by making faster, data-driven decisions.

Financial Planning and Analysis (FP&A) 52

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