CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Investment Banker.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

E78 Partners

NOVEMBER 16, 2023

Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. The number of respondents identifying AI as their foremost priority has increased from 12% in 2021 to 40% in 2023. However, only 7% have adopted these technologies so far.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

VCFO

NOVEMBER 17, 2021

With more than 25 years of financial and management experience, he will now be mentoring and empowering our team of finance and HR consultants, spearheading our quality program, and driving strategic growth in the area.

Valuation 52

Valuation Strategic Planning CFO Finance 52

CFO Simplified

MAY 15, 2022

Strategic planning. A business owner growing microgreens for local restaurants was proud of how he had grown his business and was planning on making an investment in additional equipment to grow more microgreens. A part-time CFO can give advice on things such as: The structure of your business financially.

CFO 97

CFO Strategic Planning Business Analytics Manufacturing 97

The Charity CFO

JUNE 10, 2022

Your finance committee spends the most time analyzing and studying your nonprofit’s numbers, yet your entire board of directors is responsible for financial oversight. For example, if your organization has complex investments, you may want to add board members with investing expertise. . Discuss Financial Statements As a Team .

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

CFO Leadership

DECEMBER 12, 2022

Forward-looking companies are taking an integrated approach to help support employees’ broader needs, including financial wellness, saving and investing. Nearly eight in ten payment transactions globally are now contactless, and that number is expected to increase. The company serves approximately 56 million U.S.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

CFO Simplified

FEBRUARY 13, 2022

While you may be on the fence about investing in a fractional CFO, it’s always productive to break down the pros and cons of your various options. Strategically plan for the company’s future . As a business owner, your goal is to increase the value of your business over time. What does a fractional CFO do? .

CFO 52

CFO Strategic Planning Communication Forecasting 52

CFO Leadership

JANUARY 25, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

MARCH 25, 2024

In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. He held the position of Chief Financial Officer (CFO) at CBS Corporation, a major media player, for a good number of years. It's like looking at the gain or loss you make from an investment compared to what you spent.

CFO 97

CFO Finance Forecasting GAAP 97

Centage

OCTOBER 23, 2023

What are the plans for the organization? This may seem like more of a strategic planning question than a budgeting process one, but the two are intertwined. At the same time, they will want to know that you’ve considered what it will take, financially, to accomplish those plans.

Budgeting 52

Budgeting Strategic Planning Forecasting Planning 52

CFO Leadership

JANUARY 5, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

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

https://trustedcfosolutions.com/feed/

SEPTEMBER 26, 2022

If you’re struggling to use Excel for your budgeting, it’s time to move beyond spreadsheets and invest in something better. Let’s take a closer look at the features of Sage Intacct Budgeting and Planning , a powerful yet easy-to-use financial solution. Your business needs the clarity and insight for multi-level planning and budgeting.

Budgeting 57

Budgeting Planning Strategic Planning Forecasting 57

Jedox Finance

JANUARY 12, 2022

Businesses should always be solvent and have enough cash to pay outstanding bills, make investments when there is a surplus, and reduce expenses when it slips into the red. To stay on top of your income and expenses, you need a solid corporate financial plan. Think of the financial planning process as an investment in the future.

Planning 138

Planning Profit and Loss Strategic Planning Sales 138

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.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

PYMNTS

JANUARY 19, 2021

In terms of the top and bottom lines, the company reported numbers that far outpaced expectations. Loans tied to its cards should reach at least $20 billion in 2024, as the bank noted in an update to its strategic plan. But the results also underscored the continued push into consumer banking, and specifically online banking.

Strategic Planning 61

Strategic Planning Banking Numbers Investments 61

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. Return on Equity The Return on Equity KPI indicates how effectively you generate profits from the investments made by shareholders in your business. Calculation: Net income divided by shareholder equity equals return on equity.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

VCFO

OCTOBER 19, 2023

Giving up equity in your company can serve as a strong stimulant for investment that’s needed for growth. Additionally, new and innovative forms of equity investment are also gaining traction. Situate for Sustainability Growth shouldn’t be simply seeking a higher net income number in the next quarter.

CFO 91

CFO Finance Planning Securities 91

VCFO

NOVEMBER 7, 2023

The Role of EBITDA EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is a key metric used in QOE reports and commonly in the development of a purchase or investment price. Operationally experienced professionals are well-versed in navigating company-specific matters that often hide behind raw numbers on paper.

Valuation 86

Valuation Auditing Concentration CFO 86

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Balancing the traditional focus on cost control with the imperative to invest in new ideas and technologies requires a nuanced approach.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Onplan

DECEMBER 16, 2021

Finance departments are increasingly looking for solutions to help them make more proactive, data-driven decisions and connect the dots between finance and business operations teams to improve collaboration in strategic planning and budgeting. As a result, FP&A software is growing in popularity. This claim is partially true.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Finance Strategic Planning 52

Onplan

DECEMBER 16, 2021

Finance departments are increasingly looking for solutions to help them make more proactive, data-driven decisions and connect the dots between finance and business operations teams to improve collaboration in strategic planning and budgeting. As a result, FP&A software is growing in popularity. This claim is partially true.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Finance Strategic Planning 52

PYMNTS

APRIL 25, 2017

Marketplace solutions work to enable online retail brands to expand their reach without needing to invest in manufacturing, warehousing and logistics. To move into a greater number of markets, international online home goods retailer vidaXL recently selected global marketplace solutions provider Mirakl to support its growth plans.

Leverage 40

Leverage Retail Planning B2C 40

CFO Simplified

DECEMBER 12, 2021

A team member in the finance department addresses how a business manages their money, from: Investing and borrowing. Growth planning . You can’t improve a company by moving numbers around on the income statement or balance sheet. Cash flow forecasting. A seasoned CFO will address how well a business earns and spends its cash.

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

Future CFO

FEBRUARY 14, 2020

Most importantly, expand the range of scenarios that are analysed as part of the strategic planning process. A growing number of restaurants and hotels are adopting this technology for environmentally conscious customers. Executives will need to embrace strategic leadership to navigate through increasingly unpredictable times.

Economics 40

Economics Strategic Planning Leadership Technology 40

VCFO

MARCH 17, 2023

Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business. Reliable sales forecasts help to ensure that everyone involved in inventory management is working with the right set of numbers.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

Jedox Finance

OCTOBER 26, 2022

Step 4: Reduce the number of scenarios. Step 5: Strategize around the possible scenarios. What is scenario planning? Scenario planning is a strategic planning method. It describes a process in which alternate future scenarios are being planned as a basis for decision-making. How software can help.

Planning 52

Planning Strategic Planning Numbers Technology 52

VCFO

JUNE 15, 2023

Articulate and analytical, he enjoys motivating stakeholders at all levels through the power of numbers. Prior to joining vcfo, Dennis was managing partner and CFO for a Dallas-based investment firm. While vice president for a London-based concern, Dennis forged a partnership with MasterCard that led to its $8M investment in the firm.

CFO 40

CFO Transportation Finance Investments 40

The Finance Weekly

APRIL 1, 2023

In addition to this, he has also held prominent positions in investment banking at Barclays Capital, Lehman Brothers, and Bank of America. Kublall has also held various finance-related positions, including Investment Banking at JPMorgan and Corporate Strategy at J.Crew. Levine has been the company's corporate controller since 2018.

CFO 52

CFO Corporate Finance Finance Pharmaceutical 52

VCFO

JULY 8, 2022

In smaller organizations, departments or teams often consist of a single person or a small number of people who are essentially “handling everything.” or “should we invest in new software solutions or an investment in equipment that would automate 20% of these tasks?”.

Data Analysis 81

Data Analysis CFO Education Investments 81

BlueLight

JULY 30, 2020

Pre Series B, it’s a part-time role to simply track past financial numbers. Post Series B, it becomes a full-time job to support strategic planning. As a growth stage startup, the question is how to achieve profitability while continuing to invest in growth.” Their value is in strategic planning.

CFO 52

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

PYMNTS

DECEMBER 3, 2020

million packages in 2018, but hasn’t provided numbers for last year or this year. Knowing the unique constraints the industry is facing this peak season, we worked with our carriers early on to collectively build a strategic plan of execution.”. The company said it shipped 14.5 The Gap was also nonplussed. “We

Strategic Planning 64

Strategic Planning eCommerce Retail Communication 64

Future CFO

AUGUST 24, 2020

First, the FP&A function has traditionally been held by an individual sitting behind a desk, crunching numbers. That way, when it is time to crunch numbers, the FP&A practitioner has an even better understanding of what they truly mean. At AFP, we help finance to see beyond the numbers. Soriano concluded.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

SEPTEMBER 2, 2021

FP&A vs accounting While accounting and FP&A both work with numbers, financial statements, transactions and results, the main purposes of their functions are completely different.

Financial Planning and Analysis (FP&A) 130

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

CFO Simplified

FEBRUARY 17, 2022

But sometimes the plans are erratic, spur of the moment, or not fully formed. Growth can come from a number of different approaches – new product lines, an acquisition, new channel of distribution. How do you make sure that the right plan is in place, and there’s enough money to do it? Bringing Value Through CFO Insights.

Profit and Loss 52

Profit and Loss Cash Flow Forecasting CFO Financial Reporting 52

The Finance Weekly

DECEMBER 9, 2021

The process involves identifying the key drivers of change for an organization, calculating an array of projections based on scenario modeling for potential variations in performance for one or more of those drivers, analyzing the results, and then concluding how to best apply such results to the business’s long-term financial and strategic plans.

Risk Management 52

Risk Management Planning Construction Leadership 52

Barry Ritholtz

FEBRUARY 21, 2023

We have lowered the cost of investing, and we have improved the quality of those funds. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. You were chief investment officer and chief information officer, an unusual combination, and then to be elevated to CEO.

Leadership 108

Leadership Investments Profit and Loss Technology 108

Barry Ritholtz

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. That led to their investment. Microsoft’s investment in Facebook. And so the magic number was $388 a month. That they could add to PayPal’s numbers. She was Chief Revenue Officer at Microsoft.

Advertising 57

Advertising Startups Technology Investments 57