Boston Startup CFO

APRIL 12, 2024

We will evaluate the cost implications, revenue projections, and profitability potential of your product offerings, enabling you to make informed decisions, prioritize investments, and align your roadmap with your financial objectives, ultimately leading to a more successful and financially sustainable product strategy.

Strategic Planning 40

Strategic Planning Planning Budgeting Prioritization 40

Future CFO

SEPTEMBER 21, 2023

Organisations would benefit from elevating and empowering operations teams, delivering a revenue operations ' capability that integrates and unifies plans, processes, data, technology, and talent across the revenue ecosystem. It requires headcount centralization. It’s a miracle cure. It’s omniscient. Leaders are superheroes.

Strategic Planning 52

Strategic Planning B2B Sales Planning 52

Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Concentration 80

Concentration Treasury Budgeting Leverage 80

CFO News

MARCH 10, 2023

Deloitte has hired close to 50,000 professionals in India in the last three years, nearly doubling the headcount. The organization plans to continue to invest in people and productive capacities in India, with a focus on innovative approaches to support education, digital skills development, and training opportunities.

Education 52

Education Investments Planning 52

Nerd's Eye View

JANUARY 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that comment letters submitted regarding the Department of Labor's (DoL) proposed Retirement Security Rule, which is intended to strengthen standards regarding the provision of certain retirement-related advice, reflect the (..)

Securities 77

Securities Numbers Accounting Planning 77

Barry Ritholtz

JANUARY 23, 2023

Microsoft laid off 10% of its 221,000 workforce bringing headcount back to mid-2021 levels. Amazon , now has 1.5 million employees, more than half of whom were hired in 2020-2022. Google just fired 12,000 people; they hired 57,000 over the past two years. Last, the Labor market remains very robust. At least, not yet.

Economics 127

Economics Investments Numbers Planning 127

CFO Thought Leader

JANUARY 27, 2024

This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through turbulent times and the importance of balancing short-term opportunities with long-term strategic planning. Konold managed this surge and the subsequent market normalization.

Strategic Planning 52

Strategic Planning Leadership CFO Planning 52

The Finance Weekly

JANUARY 19, 2023

A strategic CFO focuses on creating long-term plans to achieve the company's goals. Specialists in operational finance create financial models that outline the details of business processes and their impact on the company's goals, staff plans, budget, and cash flow. Help department heads make the case for new hires.

Leadership 98

Leadership CFO Benchmarking Finance 98

Future CFO

MARCH 6, 2022

This is a significant increase over similar projections from the previous years, Hays pointed out, adding that69% of employers also said that they are planning to give bonuses this year as well. But only 10% of employers plan on increasing salaries by 6% or more, Hays pointed out.

Planning 98

Planning Economics 98

Future CFO

SEPTEMBER 28, 2023

The company unveiled multiple new AI solutions , including: Generative AI capabilities addresses common business challenges such as generating job descriptions, knowledge-based articles, employee growth plans, and statements of work, and contract analysis and corrections.

Planning 52

Planning Finance CFO Technology 52

Onplan

JANUARY 19, 2022

If you do take the second option, make sure to plan for additional managerial and staff costs necessary to stay in sync. How do you weigh the tradeoffs between different headcount cost reduction approaches: layoffs, elimination of raises and bonuses, or salary reductions? Hiring: plan versus reality. Succession planning.

Communication 97

Communication Leadership Financial Analysis Planning 97

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. However, startups can succeed with careful planning. Budgeting, on the other hand, is the strategic planning of a company's finances in crucial areas. It's a crucial question for finance leaders in any business.

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 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. It’s an essential tool for strategic planning, resource allocation, and investment decisions.

Forecasting 52

Forecasting CFO Strategic Planning Planning 52

Future CFO

DECEMBER 5, 2023

According to Gartner, only 39% of 133 finance leaders it surveyed in May use AI/ machine lear ning (ML) and 29% of respondents said AI/ML is planned. In addition, 68% of finance organisations are using AI or plan to use the technology, the advisory firm. Data science emerges are a new role in finance.

Finance 52

Finance Leverage Planning Technology 52

E78 Partners

APRIL 12, 2024

Step 1: Define & model the acquisition archetypes for planned M&A transactions There are various types of acquisitions that can be made, each with their unique purposes and overall integration strategies aimed at fueling growth through acquisition in a platform organization. This can be easily done via a 3-step assessment exercise.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Concentration Restructuring Planning 59

Nerd's Eye View

JUNE 30, 2023

Also in industry news this week: Concerned about the (insufficient) frequency of its examinations of RIAs, an SEC committee has recommended that the regulator allow third parties to conduct these examinations and to request Congressional authorization to charge investment advisers under its purview a ‘user fee’ that would provide steady (..)

Investments 88

Investments Planning Sales Numbers 88

Onplan

DECEMBER 28, 2021

How do you weigh and plan for the costs of such a change? In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. That should help you consider all the moving parts as you plan your strategy.

Planning 52

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

Future CFO

FEBRUARY 5, 2024

Some investors look into budget optimisation by closing open headcounts after a set period of time. Financial leaders must be looking at their resource productivity and workforce plans to identify high and low performers and to realign their capabilities to actual current and emerging needs. Resource optimisation.

Budgeting 52

Budgeting Forecasting Planning Technology 52

Future CFO

MARCH 28, 2022

Singapore’s job seeker sentiment is at a five-year low though nearly half of employers in the island state have plans to increase their permanent headcount this year, said Hays recently when releasing its 2022 Hays Asia Salary Guide.

Numbers 98

Numbers Planning 98

Centage

NOVEMBER 9, 2021

in the wake of the global pandemic and a drastic shift to remote/hybrid work, workforce planning has never been more challenging to manage. These are unprecedented times, adding to the pressure of effectively executing workforce planning and budgeting. Get Detailed With Personnel Planning Details, Details, Details!

Planning 93

Planning Financial Planning and Analysis (FP&A) Budgeting Forecasting 93

The Finance Weekly

JUNE 22, 2022

To top it all off, the current market downturn and continued inflation is putting additional strains on companies’ forecasting and planning efforts. Scenario planning is becoming increasingly critical for companies survival, but many FCFOs struggle with providing their customers with an efficient strategy for this.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

Nerd's Eye View

NOVEMBER 22, 2023

At some point, solo advisors will need to decide whether to increase their headcount, and an ensemble practice may later evolve into a centralized brand with significant enterprise value.

Compliance 74

Compliance Sales Economics Investments 74

Nerd's Eye View

MAY 23, 2023

Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households. Welcome back to the 334th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Meg Bartelt.

Prioritization 90

Prioritization Planning Economics Marketing 90

PYMNTS

AUGUST 28, 2020

The cuts are likely to fall between 5 percent and 10 percent of current headcounts, Reuters quotes Alan Johnson, head of compensation consultancy Johnson Associates Inc., Financial News reports that Japan's Nomura is planning, or recently made, cuts in London and the United States. His firm invests in J.P.Morgan Chase and other banks.

Banking 108

Banking Restructuring Economics Finance 108

CFO Talks

JANUARY 18, 2023

CFOs increasingly need to forecast for a multitude of scenarios. “By leaning into more agile, data-driven scenario planning, they [CFOs] can model out the potential impacts of market risks. Covid, then international conflict, supply chain disruption and inflation. 2023 brings the potential of a global recession.

CFO 96

CFO Forecasting Finance Leverage 96

PYMNTS

JUNE 26, 2020

3,900: Approximate number by which Macy’s plans to reduce its corporate and management headcount. Data: . 12M: Minimum quantity of face masks that Etsy has sold during April. 100K: Number of medical masks that MaskClub has donated to first responders to date. 365M: Rough amount Macy’s expects to save in fiscal 2020.

Retail 60

Retail Numbers Planning 60

VCFO

JUNE 23, 2022

A deeper dive into the details resulted in a plan to change policies and procedures to bring their repair costs closer into line with top competitors. Similar opportunities to compare against best performers and challenge your current plans exist in every expense category. Are You a Destination Employer?

Benchmarking 82

Benchmarking Sales Finance Economics 82

Onplan

DECEMBER 16, 2021

And as with any organization, it requires him to take headcount planning very seriously. Which departments need to be involved in headcount planning? Headcount planning: definition, who needs to be involved, benefits, and best practices. The benefits of headcount planning. How embarrassing.

Planning 52

Planning Budgeting Forecasting GAAP 52

Onplan

DECEMBER 16, 2021

And as with any organization, it requires him to take headcount planning very seriously. Which departments need to be involved in headcount planning? Headcount planning: definition, who needs to be involved, benefits, and best practices. The benefits of headcount planning. How embarrassing.

Planning 52

Planning Budgeting Forecasting GAAP 52

Centage

JUNE 2, 2023

Today, there is more data available than ever before, so using the right budgeting and planning tools can create accurate manufacturing budgets that stabilize, and even accelerate, a company toward their goals. Scenario planning can be critical to cost-savings, as well. What is a Manufacturing Budget?

Manufacturing 85

Manufacturing Budgeting Forecasting Analyzing Data 85

Future CFO

OCTOBER 16, 2019

Only nine out of 20 markets in WTW’s Q3 survey plan to have a higher salary budget in 2020, the company pointed out. Survey results show that only 22% of Asia Pacific organisations plan to add new headcount compared to 27% last year, WTW said. As with the previous year, only 7% of respondents plan to reduce their headcount. “We

Pharmaceutical 52

Pharmaceutical Budgeting Manufacturing Planning 52

The Finance Weekly

JANUARY 12, 2023

It isn’t clear when Amazon planned to announce their layoffs as they blamed a staff leak on having to make it public earlier than expected, however it appears that a full 18,000 employees are expected to be terminated. We do not," Benioff said during a call. billion.”.

Economics 105

Economics Restructuring Manufacturing Startups 105

Future CFO

DECEMBER 18, 2019

Singaporean businesses’ hiring plans are in line with international trends with respectively 38% of the surveyed countries planning to add staff to their teams and 39% planning to only fill vacated positions, the firm added. Other survey highlights.

Economics 40

Economics Planning Finance Numbers 40

Onplan

JANUARY 19, 2022

If you do take the second option, make sure to plan for additional managerial and staff costs necessary to stay in sync. How do you weigh the tradeoffs between different headcount cost reduction approaches: layoffs, elimination of raises and bonuses, or salary reductions? Hiring: plan versus reality. Succession planning.

Communication 52

Communication Leadership Financial Analysis Planning 52

Centage

DECEMBER 19, 2023

Another source of pain is when integrated cash flow reports are based on GAAP accounting rules, not formulas, but aren’t supported in the planning and forecasting software application a business is using. Often, it required capital spend to get it done.

Cash Flow Forecasting 52

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

Future CFO

MARCH 6, 2023

70% of employers think that salaries in their specific sector will rise again in 2023, with 44% planning on increasing base salaries across all teams. 63% global businesses plan to hire new permanent, contract or temporary workers in the next six months, according to new research.

Economics 52

Economics Planning Securities Marketing 52

Centage

MARCH 2, 2022

CEOs and boards of directors ask their teams tough questions for a reason: They want to know how their company is performing against plans and identify risks or opportunities that lie ahead. To achieve this, you need a cloud-based financial reporting software that can support frequent forecasting, scenario planning, and reporting.

Financial Reporting 98

Financial Reporting Budgeting Forecasting Data Analysis 98