E78 Partners

JULY 2, 2025

The article outlines five essential capabilities today’s CFOs must embrace — from performance forecasting to value realization. If you’re exploring where to prioritize next, we’re ready when you are. The post Mid-year Gut Check: What to Read, Review, and Rethink to Sharpen the Path Forward appeared first on E78 Partners.

Vendor Management 52

Vendor Management Prioritization Forecasting CFO 52

CFO Plans

NOVEMBER 18, 2024

Prioritize Comprehensive Reporting: Provide detailed and transparent financial reports that highlight key insights and future forecasts. Companies like CFO Plans exemplify this approach, offering comprehensive financial solutions that prioritize transparency and stakeholder trust.

Communication 52

Communication Finance CFO Prioritization 52

E78 Partners

NOVEMBER 12, 2024

From prioritizing critical documentation to engaging with internal stakeholders, these deeper insights will help ensure your audit readiness efforts are effective and align with overall business goals. This article provides a deeper look at the steps CFOs can take to create a seamless, streamlined audit experience.

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59

PYMNTS

DECEMBER 14, 2020

But there are tactics that organizations can deploy in order to move the needle forward towards their cash flow goals, from prioritizing the most lucrative buyer-seller relationships, to finally ditching the Excel spreadsheet. Many Moving Parts. Optimizing Payments.

Accounts Payable 123

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 123

Trade Credit & Liquidity Management

JUNE 2, 2025

In today’s competitive business environment, the credit department’s primary value lies in its ability to facilitate sales in alignment with company forecasts and objectives, not just to minimize risk, but to actively support growth. Prompt Responses: Respond quickly to sales inquiries and ensure your team does the same.

Sales 52

Sales Prioritization Communication Problem Solving 52

E78 Partners

MARCH 28, 2025

Prioritizing these areas isnt just smartits essential to thrive in an increasingly competitive environment. LPs are increasingly prioritizing Multiple of Invested Capital (MOIC) alongside internal rate of return (IRR). years, the longest since 2005 ( McKinsey & Company ). years, the longest since 2005 ( McKinsey & Company ).

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Investments 59

Onplan

DECEMBER 16, 2021

Accurate cash flow forecasting is essential. But if knowing your cash position is paramount, how do you forecast your cash position in the months and years ahead, and the impact of your investments or revenues on that cash position? In today’s post, we’ll go over five reasons behind the importance of accurate cash flow forecasting.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

Onplan

DECEMBER 16, 2021

Accurate cash flow forecasting is essential. But if knowing your cash position is paramount, how do you forecast your cash position in the months and years ahead, and the impact of your investments or revenues on that cash position? In today’s post, we’ll go over five reasons behind the importance of accurate cash flow forecasting.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

Strategic Treasurer

NOVEMBER 7, 2022

Top 5 Actions to Improve Cash Application and Forecasting. Cash application and cash forecasting are also connected in important ways. This session will cover five of the top actions companies should take to improve their cash application process and rates and tighten up their forecasting activities and accuracy. Sponsored By.

Forecasting 52

Forecasting Prioritization Treasury Education 52

CSC Advisors

APRIL 10, 2025

Financial Stability and Revenue Patterns Beyond credit, lenders prioritize cash flow and revenue consistency. Financial Projections Lenders carefully review financial forecasts. Businesses with realistic, achievable forecasts stand out in the application process.

Forecasting 52

Forecasting Prioritization Planning Securities 52

CFO Thought Leader

DECEMBER 10, 2024

Predictability means setting realistic forecasts, tightening pipeline management, and increasing confidence in decision-making. ” Zach Johnson, CFO, Cribl CFO Playbook: Prioritizes holistic metrics (like Rule of 40) to balance growth and profitability.

CFO 52

CFO Leadership Prioritization Auditing 52

Fpanda Club

APRIL 25, 2024

Budget’s initial function is to plan financials in advance to determine requirements in resources for teams, projects and initiatives, to prioritize them, assign funding to the most beneficial ones and cut resources of those which bring less value.

Financial Planning and Analysis (FP&A) 130

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

PYMNTS

JANUARY 20, 2021

As a result, finance teams across the business ecosystem began to prioritize digitization and optimization, and many of them drew the same conclusion: Access to data is imperative to efficient and effective operations.

B2B 125

B2B Invoicing Prioritization Corporate Finance 125

CFO Strategic Partners

MARCH 22, 2025

Data management, reporting, financial statements, forecasting, and analytics all depend on real-time, relevant data. Robotic Process Automation (RPA) – RPA tools use AI to manage data, support supply chain efficiency, and crunch numbers for analytics and forecasting. It’s a necessity.

Technology 52

Technology Leadership Auditing Prioritization 52

CFO Plans

NOVEMBER 4, 2024

Consider a financial services company that managed to scale its operations by prioritizing cash flow optimization. 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.

CFO 52

CFO Cost Management Leverage Planning 52

Global Finance

JUNE 11, 2024

With Forecasting through Treasurer Insights, clients can strengthen cashflow accuracy, increase cash availability return, and find previously invisible patterns via cutting-edge technology, including AI and machine learning. The most important thing is to relentlessly and continuously prioritize.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

CFO Thought Leader

DECEMBER 9, 2024

Advocates for data-driven decision-making in resource allocation and project prioritization. Read More Just as Salesforce revolutionized sales forecasting, making data accessible and actionable, Jellyfish does the same for engineering. Bridges cross-departmental gaps by serving as a connector and resource allocator.

Leadership 52

Leadership CFO Benchmarking Finance 52

Lime Light

OCTOBER 29, 2024

Furthermore, a significant shift towards prioritizing human outcomes is evident. The Deloitte 2023 Global Human Capital Trends report reveals that 59% of organizations anticipate focusing on reimagining work in the next 2-4 years, doubling pre-pandemic levels.

Planning 52

Planning Prioritization Budgeting Forecasting 52

The Finance Weekly

SEPTEMBER 22, 2022

Their finance team was spending 25% of their overall time exclusively on weekly forecasting. And at the same time, data shows that teams are no more accurate when forecasting weekly. By switching to bi-weekly forecasting, Davie and her team freed up 10% of the forecasting time for other things such as business partnering.

Forecasting 98

Forecasting Prioritization Finance Planning 98

PYMNTS

JANUARY 26, 2021

President and CEO Chuck Fagan of credit union service organization PSCU said that while financial institutions (FIs) had forecast returns on assets (ROAs) would fall to 30 basis points in the new year, CUs have told him they are gaining confidence regardless.

Prioritization 110

Prioritization Banking Forecasting Technology 110

CFO Thought Leader

DECEMBER 3, 2024

Read More The platform uses AI to help teams prioritize which actions to take and identify the actions that matter most—from the first interaction through customer renewal. Let me unpack that a bit. To put this in context, a few decades ago, customer relationship management (CRM) systems were introduced.

CFO 52

CFO Strategic Planning Prioritization Leadership 52

The Finance Weekly

JANUARY 5, 2025

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. Growth - $59/ month Ideal for teams of all sizes to prioritize customer service as their competitive advantage.

Finance 52

Finance Budgeting Financial Data Forecasting 52

CFO Thought Leader

DECEMBER 9, 2024

Advocates for data-driven decision-making in resource allocation and project prioritization. Read More Just as Salesforce revolutionized sales forecasting, making data accessible and actionable, Jellyfish does the same for engineering. Bridges cross-departmental gaps by serving as a connector and resource allocator.

Leadership 52

Leadership CFO Benchmarking Finance 52

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 Selections

MAY 12, 2023

There is a misconception that business services companies do not need to prioritize cash flow management in the same way that retail businesses do because they do not have the same kind of inventory demands. However, cash flow planning is just as important for service providers as it is for retailers because cash is the lifeblood of both!

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Retail 52

E78 Partners

JULY 19, 2023

As we approach the planning cycle for 2024, organizations are recognizing the immense value of harnessing the power of forecasting, planning, and analytics (FP&A). Defining Strategic Priorities: One of the key benefits of comprehensive planning is the ability to define and prioritize strategic objectives.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

FEBRUARY 17, 2025

Prioritizing the Management of Business Growth Establish a robust growth management framework. Regular financial reviews, cash flow forecasting, and contingency planning are essential components of managing business growth effectively.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

CFO Thought Leader

DECEMBER 2, 2024

“My advice to aspiring CFOs is to always prioritize teamwork and empowering your people. Even the largest organizations face constraints, so prioritizing the right technology investments is key. The philosophy I hold is simple: we win together or lose together, and it’s never about throwing anyone under the bus.

CFO 52

CFO Prioritization Valuation Leadership 52

CFO News

FEBRUARY 14, 2024

Analysts expect demand for Cisco's products to remain under pressure, as clients in the telecom industry restrict spending, prioritizing clearing their excess inventory of networking gear.

Forecasting 52

Forecasting Prioritization 52

PYMNTS

JANUARY 8, 2021

One thing is customer service, but the other is liquidity management or cash flow forecasting, and that's new to a lot of organizations.”. TCH currently has a few different work groups and committees that help guide its understanding and prioritizing of a limit increase, which has already been done in many countries around the world. “We

Cash Flow Forecasting 139

Cash Flow Forecasting Banking Education Reconciliations 139

Centage

APRIL 4, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. Sophisticated FP&A software tools like Planning Maestro enable finance teams to automate routine tasks such as manual data entry, accelerating workflows and improving forecasting.

Financial Planning and Analysis (FP&A) 98

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

CFO Talks

NOVEMBER 11, 2024

The challenge of financial forecasts based on quantitative data was both stimulating and rewarding. Once I have a clear picture, I prioritize the challenges based on their impact and urgency. This includes proficiency in budgeting, forecasting, and financial modelling to make informed strategic decisions.

CFO 52

CFO Leadership Problem Solving Communication 52

Centage

DECEMBER 7, 2022

the maker of QuickBooks Online Advanced, to bring automated budgeting, forecasting, reporting and analytics capabilities to QuickBooks Online Advanced customers and mid-market organizations looking for more robust and streamlined budgeting capabilities. Key Priorities & Requirements for Finance in 2023. Seamless Integration.

Budgeting 98

Budgeting Planning Forecasting GAAP 98

Future CFO

MAY 31, 2023

S&P forecasts that Asia-Pacific will achieve real growth of 3.5% Of the many technologies being introduced – AI, data analytics, automation, etc – which do you see are the ones finance will prioritize in the short-term, mid-term and long-term? in 2023 while Europe and the U.S. will likely face recession.

Finance 98

Finance General Ledger Prioritization Auditing 98

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. But how do you weigh the headcount cost of each option? Let’s start by laying out the options.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

PYMNTS

SEPTEMBER 23, 2020

The application will help to provide prioritization over what work is done, with automatic logging of correspondence and a built-in tonality based on the type of client. Intelligent Planning helps boost accurate cash flow predictions, which in turn can bolster sustainable growth through well-placed strategy, the release noted.

Corporate Finance 70

Corporate Finance Finance Cash Flow Forecasting Vendor Management 70

CFO Talks

NOVEMBER 20, 2024

I then prioritize tasks and break down the challenge into manageable steps. Start with deepening your understanding of financial planning and analysis, budgeting, and forecasting to support data-driven decisions. Additionally, I make sure to prioritize my tasks, tackling the most important ones first.

CFO 52

CFO Prioritization Leadership Communication 52