VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. An experienced investment banker is needed to carry out such a process.

Sales 79

Sales Mergers and Acquisitions (M&A) Planning Valuation 79

CFO Simplified

APRIL 19, 2023

In 2023, retaining top talent and planning for succession are critical for business leaders to avoid disrupting the growth of their organizations. An effective succession plan must be linked to the organization’s strategic plan, mission, and vision. Who is responsible for succession planning?

Planning 52

Planning Leadership Communication Nonprofit 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 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.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

VCFO

MARCH 2, 2023

Some may think that makes financial management and strategic planning in a professional services firm simpler. This approach often manifests itself through mental exercises of “we did X in revenue this year and want to do Y% more next year,” but lacks sufficient thought and planning as to how that’s going to happen.

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

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. Account for Savings and Investments: Allocate a portion of your income for savings, investments, or emergency funds.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. By Michael Stier.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Centage

OCTOBER 23, 2023

Sales teams have projected their volumes. Or that accounting has planned $5,000 for a new printer? 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. Or are you? Can you pay the bills?

Budgeting 52

Budgeting Strategic Planning Forecasting Planning 52

The Finance Weekly

MARCH 25, 2024

In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. His main job is to handle all money matters at SoFi, like planning, accounting, and dealing with investors. The CFO teams up with other bigwigs to get the lowdown on the ,, company's cash flow and make solid plans.

CFO 97

CFO Finance Forecasting GAAP 97

PYMNTS

MAY 24, 2018

However, the company topped analysts’ profit and sales forecasts for at least its eighth consecutive quarter. According to Reuters , though sales continue to fall, the 1 percent drop in same-store, fourth-quarter figures was less than a 2.3 We look forward to discussing our plan in more detail at our Investor Day on June 7.

Forecasting 40

Forecasting Sales Strategic Planning Planning 40

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. His sales sat at $135,000 a year. . Business analytics. The Microgreens Case Study. Larry’s advice?

CFO 97

CFO Strategic Planning Business Analytics Manufacturing 97

Spreadym

AUGUST 2, 2023

The basics of the corporate budgeting Corporate budgeting is the process by which a company or organization plans and allocates its financial resources to achieve its strategic objectives. These goals may include revenue targets, cost reduction objectives, expansion plans, and profitability targets.

Budgeting 52

Budgeting Forecasting Prioritization Strategic Planning 52

Spreadym

JULY 26, 2023

Factors may include changes in market conditions, pricing, production costs, sales volume, or unexpected events. Financial variance analysis is a valuable tool for financial management, budgeting, and strategic planning.

Budgeting 52

Budgeting Benchmarking Forecasting Strategic Planning 52

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. Accounts Receivable Turnover Ratio Your accounts receivable turnover ratio indicates how efficiently you collect cash from credit sales. Simply put, it shows how much profit you make for every pound invested in your business.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

VCFO

OCTOBER 19, 2023

When Growth Outpaces Cash – How Capital Structure Corrects It A new vcfo client recently concluded their highest sales quarter ever but wondered why they were struggling to pay vendors. Raising funds through the sale of equity is another avenue for funding. Clearly, they were growing. What interest rates are attainable?

CFO 91

CFO Finance Planning Securities 91

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

SEPTEMBER 4, 2020

Though it didn't reveal how much it raised, Zero Hash, based in Chicago, announced the close of its Series C investment round led by holding company tastytrade. As organizations accelerate their sales digitization efforts, B2B eCommerce has jumped to the top of strategic planning initiatives. Cloudentity.

B2B 60

B2B Startups Strategic Planning Communication 60

CFO Share

MAY 26, 2022

Are you curious if you should make the investment into a new storefront or location? Both support strategic planning and decision-making for the next steps of your business. Your pricing will affect your capital plan, working capital, and fixed assets. What is Price Analysis. Lifecycle Cost Analysis. Efficiency.

Cost Analysis 52

Cost Analysis Advertising CFO Forecasting 52

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.” She cited the use of pipeline management to help finance leaders accurately predict sales.

Finance 96

Finance Leadership Communication Strategic Planning 96

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. This helps to ensure that plans and targets remain relevant and realistic throughout the year. The forecast is adjusted based on changes in these drivers.

Forecasting 52

Forecasting Budgeting Communication Planning 52

CFO Talks

MARCH 19, 2024

This list should encompass both quick wins, such as automating invoice processing to improve cash flow management, and long-term objectives, like integrating AI-driven analytics for more accurate financial forecasting and strategic planning. Investing Time and Resources Commitment is also measured in terms of resource allocation.

CFO 52

CFO Communication Finance Budgeting 52

Jedox Finance

FEBRUARY 9, 2023

The data on increasing use of AI demonstrates that turning to such automated solutions is, arguably, the equivalent of taking your vitamins – those making the strongest impact have already begun investing in a complete digital transformation journey. Tap into your strengths. Gone are the days of scattered data.

Manufacturing 52

Manufacturing Strategic Planning Planning Forecasting 52

PYMNTS

MAY 27, 2020

To lead strategic planning for the firm overall and in conjunction with its regional teams, Chris Newkirk is coming to Visa Inc. In separate news, California-based analytics firm GoodData recently unveiled a strategic and investment partnership with Visa. as its new chief strategy officer.

Leadership 52

Leadership Strategic Planning Risk Management Sales 52

BlueLight

JULY 30, 2020

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? Post Series B, it becomes a full-time job to support strategic planning. Edited for readability. Recruiting ?—?Startups

CFO 52

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

Jedox Finance

JANUARY 12, 2022

The answer to these questions and more: a solid financial plan. What is the corporate financial planning process? What is the goal of corporate financial planning? The importance of financial planning for your company. Types of corporate financial planning. Steps in the financial planning process.

Planning 138

Planning Profit and Loss Strategic Planning Sales 138

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

VCFO

NOVEMBER 7, 2023

Some sellers proactively seek a report well in advance of planned transactions to give themselves a chance to prepare for concerns that may arise, eliminate surprises, and/or correct factors that may detract from valuation in a future transaction. The ideal window tends to be within six months before a sale. How Long Does it Take?

Valuation 86

Valuation Auditing Concentration CFO 86

CFO Simplified

APRIL 15, 2022

Sales – $11,750,000. More recently, the stock model company had experienced a drop in sales, and some customers of the prototyping business were not returning, leaving the company with idle manufacturing capacity. The prototype company had made a major investment in metal 3D printing. Location – Northern Illinois.

Manufacturing 52

Manufacturing General Ledger Budgeting CFO 52

CFO Simplified

FEBRUARY 17, 2022

But sometimes the plans are erratic, spur of the moment, or not fully formed. How do you make sure that the right plan is in place, and there’s enough money to do it? How do you make sure that the right plan is in place, and there’s enough money to do it? This was a speculative expansion that required major cash investment.

Profit and Loss 52

Profit and Loss Cash Flow Forecasting CFO Financial Reporting 52

CFO Simplified

DECEMBER 12, 2021

Finance focuses primarily on the management of assets, liabilities, and strategic growth planning. A team member in the finance department addresses how a business manages their money, from: Investing and borrowing. Growth planning . Cash flow forecasting. You change operations, you affect the financials. .

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

Centage

JULY 12, 2022

Kate Drenckhahn is Centage’s Senior Product Manager focused on the strategic planning and execution of new and existing Planning Maestro functionality. It’s important that each team has a seat at the table when it comes to shaping the future of the Planning Maestro experience.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

CFO Simplified

FEBRUARY 17, 2022

Sales – $45,000,000 annually. Since the owners weren’t drawing large salaries, and sales were increasing, questions arose as to the actual use of cash and the company’s profitability. Develop a cash-flow forecast so that the company could understand cash availability and plan on payments to their vendors and the primary lender.

Accounting 52

Accounting Retail Profit and Loss Cash Flow Forecasting 52

PYMNTS

JANUARY 9, 2020

As Walgreens made “substantial progress” on accelerating its digitalization, among other strategic priorities, the pharmacy chain had fiscal 2020 first-quarter revenues of $34.3 The company also had record online sales over Black Friday in the U.S. billion and adjusted earnings per share (EPS) of $1.37 as well as the U.K.,

Strategic Planning 52

Strategic Planning Cost Management Sales Retail 52

Future CFO

JANUARY 23, 2022

According to Fung Business Intelligence Centre (FBIC), a Hong Kong-based think tank, China’s retail sales will likely grow by six per cent in 2022 as the government strengthens measures and policies to boost consumption. Xi Chen: Online sales of fresh food and fast-moving consumer goods have great potential for further growth in China.

Retail 52

Retail CFO Strategic Planning Corporate Finance 52