CFO Selections

MARCH 9, 2023

As companies continue to battle unexpectedly high inflation and economic uncertainty , understanding this year’s prevailing trends across financial forecasting, fintech stacks, procurement, and customer attribution can help them to increase revenue and market share.

Strategic Planning 52

Strategic Planning CFO Forecasting Economics 52

The Finance Weekly

MARCH 25, 2024

His main job is to handle all money matters at SoFi, like planning, accounting, and dealing with investors. where he owns around 1,258,828 shares valued at over $68 million, and as the CEO of SoFi Technologies Inc., As Director at SoFi Technologies Inc., He cooks up strategies to help SoFi grow and score funds for its goals.

CFO 97

CFO Finance Forecasting GAAP 97

Centage

AUGUST 16, 2023

Decreased Planning Time with Automating Budgeting The saying “time is money” has never been as true as it is today. Quickly compare performance against the plan and find holes and ways to improve. Freeing up time spent on manual budgeting processes gives leaders more resources to spend on strategic planning and forecasting.

Budgeting 98

Budgeting Forecasting Strategic Planning Planning 98

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. Strategic Thinking: FP&A candidates align financial goals with the company's strategic objectives, contributing to long-term planning and decision-making.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

Spreadym

SEPTEMBER 12, 2023

Budget preparation is the process of creating a detailed financial plan that outlines an organization's expected income and expenses for a specific period, typically for a fiscal year. Consider Contingencies: Plan for unexpected expenses or emergencies by including a contingency fund in your budget.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

Beacon CFO Plus

NOVEMBER 15, 2023

No matter your industry, you must keep up with ever-changing market competition, regulatory requirements, talent acquisition needs, and new technology adoption. If you manage an SME—referring to a Small and Medium-Sized Enterprise—you may look to a fractional CFO to provide strategic financial expertise and guidance.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

Future CFO

DECEMBER 14, 2023

AI technology enables CFO consultants to not only pinpoint financial management issues but also to anticipate them. With these advanced predictive capabilities, AI tools can sift through massive datasets, detect trends, and forecast potential financial outcomes with high accuracy. Strategic and operational harmony.

CFO 52

CFO Problem Solving Strategic Planning Forecasting 52

Jedox Finance

JANUARY 23, 2020

A new calendar year can be a great time to take a renewed, fresh look at your business planning and performance management. How does EPM fit within a business’s existing technology architecture? In a perfect world, we would like an EPM system that manages organization-wide planning, reporting and analysis. Where to begin?

Financial Planning and Analysis (FP&A) 88

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

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

Centage

JANUARY 18, 2024

Financial planning and analysis is at the heart of strategic decision-making for businesses, and as we step into 2024, it’s crucial to align your FP&A processes with the latest trends and best practices. Here are some areas within FP&A software & technology to focus on as you start the year.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

CFO Talks

MARCH 14, 2024

This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

OCTOBER 8, 2023

To handle these challenges well, it's crucial to plan carefully and use efficient tools for managing finances. Business budgeting software is a specialized tool that helps companies plan, manage, and analyze their finances. It is now used by fast-growing companies to collaborate, align, and plan effectively for the future.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. Contact us today to use data to drive decisions.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

BlueLight

MAY 1, 2020

This function is called financial planning and analysis (FP&A). The CFO is focused on company-level strategic planning and building a relationship with investors. FP&A is responsible for strategic planning, decision support, and financial modeling. Source: Vena Solutions What is FP&A?

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

JANUARY 25, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. Environmental, social and governance (ESG) metrics and measurements would top their priority lists.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

Beacon CFO Plus

MAY 9, 2022

He or she will keep a pulse on market trends and emerging technologies and help your team determine the cost of using those technologies—or the cost of not choosing to adopt them. Here’s more of what a forward-thinking CFO can bring to your business: Help with short-term and long-term planning. Develop a data-focused culture .

CFO 52

CFO Strategic Planning Leadership Forecasting 52

CFO Leadership

JANUARY 5, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. Environmental, social and governance (ESG) metrics and measurements would top their priority lists.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

The Charity CFO

NOVEMBER 23, 2022

This background helps them provide oversight for and manage all forecasts, budgets, and investments for the organization. CFAs are best known for investment analysis and wealth planning, CPAs for tax preparation and financial statement auditing, and CFPs for financial planning. How to verify. Why this is important.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships. Gary is also a Certified Public Accountant. About vcfo.

CFO 52

CFO Strategic Planning Auditing Leadership 52

Jedox Finance

JUNE 26, 2019

We are pleased to welcome an expert in Financial Planning and Analysis (FP&A), Mr. Anders Liu-Lindberg, as a guest to the Jedox blog. In a large scale survey by a global firm, CFOs named Financial Planning & Analysis (FP&A) a top priority to transform and derive more value. FP&A needs a new mindset.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

Future CFO

FEBRUARY 9, 2023

Stakeholders can utilise the data to assess business performance and plan. Finance leaders need to adopt new technological advancements to streamline financial planning and analysis, reporting and finance operation process.” The purpose is to guarantee the timeliness and accuracy of reports, analyses, and evaluations. “The

Finance 96

Finance Leadership Communication Strategic Planning 96

VCFO

FEBRUARY 15, 2023

She is highly effective at executing finance function strategically, establishing financial and risk controls, and overseeing capital structure. Lee Ann’s depth and breadth of expertise includes board reporting, audit preparation, business plan development, market research and analysis, risk management, and capital requirements.

Auditing 52

Auditing CFO Risk Management Budgeting 52

Planful

SEPTEMBER 28, 2016

According to Lee Feingold , Senior Associate at the Keystone Group, forecasting and budgeting has always been a challenge. Integrated business planning is another key trend, and it helps to tie the long-term financial planning to the operating model, so businesses can bring the capital, operational, and functional planning together.

Budgeting 40

Budgeting Planning Forecasting CFO 40

The Finance Weekly

OCTOBER 13, 2021

These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM. A collaborative approach can also vastly improve risk management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

Planful

JULY 9, 2020

Planning and decision-making expert Howard Dresner, Chief Research Officer at Dresner Advisory Services recently released its “ 2020 Wisdom of Crowds Enterprise Performance Management Market Study ” report. You can also tune into my recent episode of our Being Planful podcast where I dive deeper with Howard himself.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Cash Flow Forecasting Budgeting 40

Jedox Finance

FEBRUARY 9, 2023

Doing so freed up their time and resources to strengthen their team, one of the many benefits of mobilizing your business and planning at a quicker, sharper pace. Companies that utilize adaptable modeling can enable turnkey solutions for finance, sales, and workforce planning. Tap into your strengths.

Manufacturing 52

Manufacturing Strategic Planning Planning Forecasting 52

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies. Leading by Example Consider a CFO who champions the adoption of a new cloud-based financial system.

CFO 52

CFO Communication Finance Budgeting 52

Boston Startup CFO

FEBRUARY 1, 2023

Preparing for fundraising If you are planning to raise funds for your startup, there are many pitfalls and unknowns. A fractional CFO can provide significant value to the process by: Developing a financial plan : A financial plan is a key component of any fundraising effort.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

Spreadym

JUNE 19, 2023

Here is a general process for effective cash flow management: Establish a Cash Flow Forecast: Begin by creating a cash flow forecast, which estimates the expected cash inflows and outflows over a specific period (e.g., This forecast serves as a baseline for monitoring and planning your cash flow.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

Onplan

DECEMBER 16, 2021

The work a great CFO does to tie this all together is financial planning and analysis. Developing long-range strategic plans that align with annual financial objectives Variance reporting and analysis Guiding strategic long-term planning Working with internal departments to understand their goals and objectives Board reporting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Forecasting 52

Onplan

DECEMBER 16, 2021

The work a great CFO does to tie this all together is financial planning and analysis. Developing long-range strategic plans that align with annual financial objectives Variance reporting and analysis Guiding strategic long-term planning Working with internal departments to understand their goals and objectives Board reporting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Forecasting 52

PYMNTS

FEBRUARY 20, 2019

Small business (SMB) adoption of technology can be a process filled with growing pains and friction points, thanks to the cost and disruption associated with integrating a new technology. “Technology is changing the practice of accounting and finance,” Asgeirsson said in an interview with PYMNTS.

Accounting 76

Accounting Cash Flow Forecasting Startups Forecasting 76

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. AI-powered systems can enable efficient supply chain planning, reduce costs, and improve overall operational resilience.

SAP 76

SAP B2B Leverage Analyzing Data 76

BlueLight

JULY 30, 2020

The findings are heavily geared towards software-as-a-service technology startups. System for a high functioning finance office Integrating disparate finance tools Getting full visibility to subscription revenue Financial planning of the CFO suite How do you view the responsibility of the CFO suite? Edited for readability.

CFO 52

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

Planful

JUNE 15, 2017

This was the focus of a recent Argyle/CFO webinar sponsored by Planful. During the event, a panel of two FP&A experts shared their insights on the current state of the FP&A function, the forces driving an increased need for accurate planning and forecasting, and where the function is going in the future.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Strategic Planning Forecasting Finance 40

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Information Technology Auditor .

Finance 130

Finance Budgeting Compliance Financial Analyst 130