Focus CFO

NOVEMBER 22, 2024

Heading into 2025, accurate sales forecasting is more critical than ever. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead.

Forecasting

CFO Talks

JUNE 3, 2025

Before You Forecast the Future, Figure Out Who You Are! They are the driver of strategy, the guardian of governance, and the voice of reason when the business wants to leap without a plan. It helps you stay grounded when the CEO questions your forecast, when a compliance issue lands on your desk, or when your team misses the mark.

Forecasting

Strategic Treasurer

MAY 22, 2025

Survey Results Cash Forecasting & Visibility Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. It can take a few minutes to receive the email.

Forecasting

Lime Light

JULY 28, 2025

Discover how 3-year and 5-year forecasting can help your finance team plan for uncertainty, model growth scenarios, and align decisions with long-term strategy in 2025.

Forecasting

CFO Talks

FEBRUARY 12, 2025

Optimising Budgets: Strategies for Effective Financial Forecasting Financial forecasting plays a crucial role in managing budgets effectively. However, forecasting is not just about guessing numbersit is a structured process that relies on analysing past data, considering present trends, and planning.

Forecasting

Lime Light

DECEMBER 20, 2024

To do this effectively, organizations employ an essential financial planning technique known as budget forecasting. It is a traditional practice for companies to project estimates and expectations for a new fiscal year.

Forecasting

Nerd's Eye View

DECEMBER 11, 2024

Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. The good news is that CMAs can still provide a range of realistic spending limits, and, even better, most financial plans are not static one-and-done roadmaps.

Planning

CFO Plans

OCTOBER 29, 2024

Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning. By forecasting cash flow and aligning it with business objectives, companies can anticipate potential shortfalls and surpluses.

Accounts Payable

The Finance Weekly

OCTOBER 30, 2024

They offer a complete suite of features that help businesses forecast cash flows, handle short-term investments, and improve liquidity. Cash Flow Forecasting - These tools can analyze historical data and current transactions to help businesses predict future cash flow needs, ensuring liquidity and avoiding financial bottlenecks.

Cash Management

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? This issue hampers forecasting accuracy, risk management, and resource allocation. This leads to better budgeting, more reliable forecasting, and stronger financial stability.

Financial Planning and Analysis (FP&A)

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A)

CFO Talks

JANUARY 8, 2025

Understand Your Teams Starting Point Before planning for growth, its essential to know where your team currently stands. This understanding helps you identify training needs and create tailored development plans. Encourage scenario planning as part of your teams routine. Are there areas where they consistently excel?

Finance

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

Collectiv

JANUARY 24, 2025

Did you know that 96% of finance teams still rely on spreadsheets for planning and 93% rely on them for reporting? If youre stuck in a vicious cycle of manual updates and outdated insights, its time to rethink your approach to planning and financial reporting. Spreadsheets are not built for strategic decision-making.

Financial Planning and Analysis (FP&A)

CFO Selections

NOVEMBER 20, 2024

As such, their responsibilities include: budgeting and forecasting, managing mergers or acquisitions, and handling compliance issues.

CFO

Global Finance

DECEMBER 27, 2024

The momentum persists, with growth forecast at 5.4% This puts Tanzania among the few countries in Africa where investors can plan for the long term without fear of sudden political upheavals. First is protecting existing contracts, which is crucial for long-term investment planning. in 2024 and 6% in 2025. Tanzania office.

Foreign Exchange

Fpanda Club

MARCH 19, 2025

Yes, I said that, I am addicted to financial planning and analysis. After 15+ years in Financial Planning & Analysis (FP&A), Ive learned some hard truths things I wish someone had told me earlier in my career. My name is Anna, and I am an FP&A-holic. These capabilities strongly depend on how often we update our beliefs.

Financial Planning and Analysis (FP&A)

Collectiv

JUNE 2, 2025

Integrate Planning and Forecasting: Our solutions bring planning, forecasting, and reporting into the same tech stack, reducing reliance on spreadsheets and enabling real-time insights.

Planning

Global Finance

DECEMBER 26, 2024

To present a consolidated view, this often requires the integration of data from multiple sources, such as ERP systems, forecast and planning processes, and even local-entity-level global finance team members. Risk assessment is the next critical step.

Treasury

CFA Institute

JULY 3, 2025

Higgins, CFA, CFP, serves as a senior vice president for IFA Institutional where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans. Financial History: Understanding the Past to Forecast the Future.

Marketing

The Finance Weekly

JANUARY 5, 2025

Assisting Financial Planning Finance AI chatbots are excellent tools for budgeting and financial planning. With over 200 integrations (think ERP and CRM systems), its built to streamline financial data management, budgeting, forecasting, and more. Robust automation for budgeting and forecasting. Affordable pricing.

Finance

Future CFO

DECEMBER 29, 2024

This includes scenario planning, advanced forecasting, and data visualisation techniques that help stakeholders understand complex financial data, she adds. Arellano-Geronimo highlights that CFOs must move beyond traditional financial reporting to deliver insights that influence critical business decisions.

Finance

CFO Talks

MARCH 13, 2025

Now, picture the opposite: instant access to real-time financial insights, automated compliance checks, and AI-driven forecasts guiding your next move. This shift allows businesses to move from reactive decision-making to proactive planning. Predict cash flow shortfalls , helping businesses plan ahead.

Financial Reporting

CFO Talks

NOVEMBER 21, 2024

Whether through guiding a company through periods of expansion or navigating complex challenges, I am motivated by the potential to make a significant impact. Additionally, I plan to stay engaged in continuous learning, ensuring I remain adaptable and well-versed in the latest business trends and technologies.

CFO

Future CFO

JULY 29, 2025

Mike Whitmire , co-founder and CEO of FloQast , emphasises the growing importance of these technologies in the modern finance organisation, stating: “AI agents have the potential to fundamentally shift how CFOs and finance teams plan, analyse, and report their financials by enabling real-time insights and predictive capabilities.”

Finance

CFO Simplified

JANUARY 23, 2025

A crucial component to revitalizing your business in the new year is ensuring you have a clear plan of action. Proactively arrange a meeting with your bank to discuss your plans, concerns, and the support youll need to achieve your goals. Use these insights to project your financial performance based on your strategic plan.

Cash Flow Forecasting

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives.

CFO

E78 Partners

NOVEMBER 12, 2024

Enhancing Cross-Departmental Collaboration for Accurate Insights Audits impact more than just the finance team; for an accurate, holistic view, the audit process should engage departments like HR, legal, and financial planning and analysis (FP&A).

Auditing

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

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

CFO Talks

NOVEMBER 29, 2024

From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed. Balancing these demands requires careful planning and prioritization. This allowed us to identify areas that needed immediate attention.

Finance

CFO Talks

APRIL 17, 2025

The most progressive finance teams are investing in business intelligence capabilities, leveraging dashboards, scenario models, and rolling forecasts to guide resource allocation in real time. A new cloud ERP, an AI-powered planning tool, or a clever dashboard only deliver value if they help the business make better decisions faster.

CFO

CFA Institute

MAY 19, 2025

Higgins, CFA, CFP, serves as a senior vice president for IFA Institutional where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans. Financial History: Understanding the Past to Forecast the Future.

Leadership

CFO Talks

FEBRUARY 5, 2025

A good budget helps a company plan its spending, control costs, and make smart decisions. It requires careful planning, accurate numbers, and constant checking to make sure things stay on track. A business unit budget is a financial plan that outlines how much money a department expects to earn and spend.

Budgeting

CFO Talks

MAY 2, 2025

It gives you: Instant access to idle cash opportunities Alerts on policy breaches or liquidity mismatches Scenario planning for interest rate hikes or FX volatility And lets not forget automation. Heres what forward-thinking CFOs are looking at: AI-Powered Cash Forecasting Goodbye guesswork, hello accuracy. The bottom line?

Treasury

Lime Light

MARCH 11, 2025

The healthcare industry faces multiple financial pressures that prove to be a challenge in providing consistent, high-quality patient care. These pressures include rising costs for labor, drugs, and supplies. Often, these costs are not matched by reimbursements from Medicare and Medicaid.

Healthcare