Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

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. A decision tree is a critical part of strategic planning because it allows decision makers to analyze the effects of a significant change throughout different areas of the business.

Planning 86

Planning Data Analysis Strategic Planning Forecasting 86

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. This has led to the emergence of point solutions aimed at improving workflows, such as structured workflow tools, forecasting, deal and performance tracking, and sales executive coaching.

CFO 52

CFO Strategic Planning Prioritization Leadership 52

Centage

OCTOBER 11, 2022

Workforce planning is important to meeting your organization’s strategic vision, but it’s something that many consider a kind of fortune telling. In reality, it’s more science than art, and should be a critical component of management’s operational planning – especially during uncertain times. Learn how to do it right.

Financial Planning and Analysis (FP&A) 98

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

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. If you want to forecast your financial future, start by looking back at past performance. Financial planning comes with numerous challenges.

Strategic Planning 52

Strategic Planning Planning Cash Flow Forecasting Forecasting 52

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Financial Planning: Develop a robust financial plan. That plan will include not just looking at the future, but also planning for the present. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFO Plans

MAY 5, 2025

By pinpointing these patterns, you can proactively plan for slower periods, effectively allocate resources, and maintain a steady cash flow year-round. Advanced software solutions for budgeting, forecasting, and real-time financial tracking empower business owners to make fast, data-driven decisions.

Strategic Planning 52

Strategic Planning Economics CFO Leverage 52

CFO Plans

FEBRUARY 9, 2025

Unlock Strategic Financial Planning Tips to turn seasonal challenges into opportunities for growth and innovation in the hospitality and retail sectors. With strategic financial planning, businesses can turn these challenges into golden opportunities for growth and innovation.

Budgeting 52

Budgeting CFO Planning Strategic Planning 52

Lime Light

JUNE 12, 2023

Having an accurate and dynamic forecast creates a confident finance function in any business. However, when your skilled FP&A team members spend hours gathering and formatting static spreadsheets, that’s less time being spent on analyzing results, developing what-if-scenarios, and modeling strategic plans and forecasts.

Financial Planning and Analysis (FP&A) 75

Financial Planning and Analysis (FP&A) Planning Strategic Planning Forecasting 75

CS Lucas

MAY 4, 2025

At CS Lucas, weve built a suite of dashboards that provide exactly thatclear visibility, flexible reporting, and powerful forecasting tools. The full platform includes tools for managing funding, investments, risk exposures, and moredesigned to support both day-to-day treasury operations and strategic planning.

Treasury 52

Treasury Strategic Planning Forecasting Currencies 52

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 52

Cash Flow Forecasting Communication Budgeting Forecasting 52

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 52

CFO Cost Management Leverage Planning 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

Jedox Finance

SEPTEMBER 29, 2021

While that wouldn’t make much sense these days, think about revenue planning, data, and processes. Sales Performance Management (SPM) is a unified approach to analyze, plan, and optimize sales processes withing an organization. In this eBook about 360° Planning you can learn more about the shift to xP&A.

Financial Planning and Analysis (FP&A) 124

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

The Finance Weekly

MAY 5, 2024

The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. That's where sales and revenue planning, along with the game-changing concept of Revenue Operations (RevOps), come in. What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

Cube Software

SEPTEMBER 18, 2023

What once focused primarily on budgeting , forecasting , and variance analysis has evolved into a more strategic and influential role within the business. The evolution of FP&A Over the past few decades, FP&A has witnessed a transformative shift.

Strategic Planning 52

Strategic Planning Planning Budgeting Forecasting 52

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 98

CFO Leadership Problem Solving Communication 98

E78 Partners

NOVEMBER 19, 2024

Ensure that impairment analyses are completed according to audit priorities, with asset groupings and forecast data that align with GAAP standards. These items require precise calculations, detailed documentation, and often the input of specialists.

Auditing 52

Auditing GAAP Restructuring Compliance 52

Planful

JUNE 17, 2021

But not every CFO thrives in the strategic planning side of their role. Many finance leaders confuse financial planning with strategic planning. But when it comes to strategic planning components, CFOs shouldn’t be in a pure finance mindset. Strategic Planning Component #1: Revenue.

Strategic Planning 40

Strategic Planning Financial Planning and Analysis (FP&A) Planning CFO 40

Cube Software

SEPTEMBER 3, 2024

Key takeaways on AI forecasting: AI-driven forecasting significantly enhances the accuracy of predictions by rapidly analyzing vast and diverse data sources. AI introduces advanced models that outperform traditional forecasting methods in identifying patterns and trends. What is AI forecasting?

Forecasting 52

Forecasting Strategic Planning Finance Planning 52

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. These tools are not about fancy visuals; they are about surfacing the right insight at the right moment to inform strategic choices.

CFO 52

CFO Compliance Finance Currencies 52

CFO Simplified

JULY 22, 2022

Arrange for a meeting to discuss your plans and your concerns, and tell them the kind of help you need. Create a cash flow forecast. Planning will pay off handsomely. BUSINESS PLAN. The pandemic changed plans for nearly every business. The pandemic changed plans for nearly every business. Banks get nervous.

Cash Flow Forecasting 96

Cash Flow Forecasting Strategic Planning CFO Planning 96

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

CFO Plans

MARCH 10, 2025

With the looming threat of client payment delays, businesses must embrace comprehensive CFO Plans to safeguard their financial health and ensure operational continuity. By having a contingency plan in place, such as leveraging short-term credit facilities, they can seamlessly maintain payroll obligations.

Economics 52

Economics CFO Risk Management Leverage 52

Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Forecasting 130

Forecasting Budgeting General Ledger Finance 130

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 98

Finance Profit and Loss CFO Leadership 98

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

Financial Planning and Analysis (FP&A) 130

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

VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. While the Income Statement does provide a view of historical (e.g.,

Strategic Planning 80

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 80

Barry Ritholtz

AUGUST 26, 2023

Davis explains why Vanguard doesn’t play the forecasting game, noting the “forecasting game is really hard and even harder for the short-term.” Davis adds “ Instead of forecasting events you have no control over, you can control your diversification and costs.”

Treasury 98

Treasury Forecasting Strategic Planning Investments 98

CFO Share

MARCH 23, 2021

A rolling 12-month forecast projects financial performance over a 12-month time horizon using the “add/drop” approach to forecasting. Unlike a budget or calendar year forecast, a rolling 12-month forecast adds one month to the forecast period each time a month is closed so that you are continuously forecasting for 12 months.

Forecasting 52

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

Spreadym

JUNE 2, 2023

Rolling forecast is a financial planning and forecasting approach that involves continuously updating and extending the forecast based on the latest available data and information. As the current period elapses, the forecast is extended by adding a new period, maintaining the same forecast horizon.

Forecasting 52

Forecasting Budgeting Communication Planning 52

The Finance Weekly

JANUARY 8, 2024

It's not just about knowing your current financial situation, but also projecting into the future based on your plans. 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? Is Budgeting Different from Forecasting?

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 52

Cube Software

DECEMBER 3, 2023

Understanding Planful: strengths and limitations Planful is a provider of cloud-based financial planning software that allows FP&A teams to analyze their financial data and create more insightful forecasts and reports.

Planning 52

Planning Strategic Planning Forecasting Financial Data 52

CFO Share

JANUARY 12, 2024

Financial forecasting is an essential practice, but navigating the waters of financial planning can be daunting, especially when you’re considering bringing a fractional CFO on board for the first time. What is a Financial Forecast? Updating forecasts monthly is considered best practice. Final forecast review.

Forecasting 52

Forecasting CFO Strategic Planning Planning 52

The Charity CFO

JANUARY 12, 2024

Financial forecasting is a term you’ll hear thrown around in the business world quite often—but in the world of nonprofits, it can be difficult (and even downright impossible) to plan your organization’s finances with any degree of certainty. The best way to do this is through financial forecasting.

Nonprofit 52

Nonprofit Forecasting Budgeting Strategic Planning 52