VCFO

MAY 17, 2024

Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA. v360 goes beyond traditional financial analysis and simple snapshots.

Benchmarking 81

Benchmarking Leadership Strategic Planning Valuation 81

Spreadym

AUGUST 25, 2023

Headcount planning is a strategic process used by organizations to determine the optimal number of employees needed to achieve their business goals and objectives. What is headcount planning? Budget Considerations: Headcount planning must be in line with the organization's budget.

Planning 52

Planning Budgeting Forecasting Leadership 52

CFO Thought Leader

FEBRUARY 24, 2024

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. The post Ep 32: Operating IN and ON the Business appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

Prioritization 52

Prioritization CFO Financial Systems Sales 52

The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Prioritize freeing up cash to repay loans. Following 1.5

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

CFO News Room

DECEMBER 9, 2022

In the moment, I chose servant leadership over self-interest. The term servant leadership was coined by Robert K. This is in contrast to the traditional leadership model which focuses on the power of one at the “top of the pyramid.”. Presenting with a servant leadership approach flips this model. Is it growth?

Prioritization 130

Prioritization Leadership Education Leverage 130

Jedox Finance

JANUARY 13, 2023

Why is it so difficult to build an operational plan that not only keeps pace with changing priorities but also adds meaningful business value? The answer is simple: most organizations use financial planning solutions that lack the adaptability, integration, and simplicity that high-performing teams need to collaborate effectively.

Planning 52

Planning Prioritization Forecasting Budgeting 52

CFO Thought Leader

DECEMBER 1, 2023

This episode of Planning Aces Brett and Jack discuss FP&A’s role when it comes to breaking down silos within departments, and how A.I. Insights from Finance Leaders: Planning Ace CFO Lauren St. MADE POSSIBLE BY PLANFUL | Planful is the pioneer of financial performance management cloud software.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 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). This entails developing a well-crafted plan and budget for 2024, which serves as a critical foundation for success.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. Read More But to make them you know, you needed a long term plan for both employees, for all our stakeholders, employees, the owners, union partners, everyone to say, we’re gonna do this.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

The Finance Weekly

APRIL 27, 2022

Wall Street anticipates growth, the C-suite expects annual plans to be accomplished, and owners expect a return on their investment, especially those who have potentially risked their life savings. Finance leaders can and should take a leadership role cultivating their company’s ethical competencies and addressing its unique challenges.

Leadership 52

Leadership Financial Planning and Analysis (FP&A) CFO Communication 52

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. We used our free headcount planning template to run the numbers. Book a Demo.

Financial Planning and Analysis (FP&A) 89

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

CFO Leadership

APRIL 10, 2023

Achieving that goal means investing time and money, mostly around planning and implementing best practices. HR teams and internal marketing leaders can collaborate on materials highlighting what duty of care means at the particular company, examples of duty of care in action, and proactive game plans for extraordinary circumstances.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

E78 Partners

JANUARY 5, 2024

For companies doing strategic M&A transactions in the mid and lower markets, integration planning and execution can be a drain on business continuity, and a demoralizing exercise for those involved. Inability to handle additional and planned M&A due to business continuity disruptions and delayed integration.

Marketing 59

Marketing Communication Prioritization Planning 59

CFO Thought Leader

JULY 28, 2023

MADE POSSIBLE BY PLANFUL | Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics.

Leadership 52

Leadership CFO Budgeting Finance 52

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. Prioritizing Tasks and Responsibilities In the face of the CFO role’s expansion, effective task prioritization becomes paramount.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

OCTOBER 13, 2022

Datarails, Vena, and Workday, leaders in the large and competitive field of FP&A software, all won multiple awards in the employee salary, benefits, and leadership categories. 6) Best leadership teams. Three FP&A solution companies scored big in this year’s company awards given out by job hunting website Comparably.

Financial Planning and Analysis (FP&A) 98

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

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. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

MARCH 17, 2024

In the world of finance, where leadership roles await those who distinguish themselves along a select number of familiar paths, Aaron Alt’s journey to becoming a CFO stands out for its breadth and depth, transcending conventional boundaries. “In this job, you’re accountable for everything but responsible for very little. .”

CFO 52

CFO Healthcare Leadership Pharmaceutical 52

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. We used our free headcount planning template to run the numbers. Book a Demo.

Financial Planning and Analysis (FP&A) 52

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

CFO Strategic Partners

OCTOBER 21, 2021

Our team of professional CFOs met with the organizations’ key personnel and stakeholders to quickly prioritize their needs and gain awareness of all critical tasks and deadlines. Along the way, we educated the leadership team on the skills needed for this important position.

CFO 52

CFO Leadership Prioritization Education 52

The Finance Weekly

SEPTEMBER 22, 2022

Presenting a problem, solution, and plan of action with data to back it up, all came from thinking slightly outside the box. 3) PPP- Prioritize partnering & preparation. Many finance professionals prioritize either partnering or preparation, but to get the best results, you need to do both. 5) Get down to the action plan.

Forecasting 98

Forecasting Prioritization Finance Investments 98

CFO News Room

DECEMBER 31, 2022

Spring: Move Past Shortsighted Leadership. We saw renewed interest in fighting for a workplace that prioritizes wellbeing and transparency, and that takes a concerted, nuanced approach to addressing the systemic inequities that continue to hold our organizations back. Summer: Combat Inequity.

Prioritization 130

Prioritization Leadership Communication Planning 130

Jedox Finance

JANUARY 19, 2023

Find out how to tap into the power of a great plan in an interview with Kevin Alansky, Jedox Chief Marketing Officer. Read the conversation below to learn what leaders and teams in every organization should know about optimizing their planning and performance management processes to reach Superplännen – an elevated state of planning.

Profit and Loss 98

Profit and Loss SAP Forecasting Planning 98

CFO Leadership

OCTOBER 10, 2023

Generative AI can provide the “why” behind financial analyses AI’s integration into financial planning is reshaping how financial professionals can extract valuable insights from data, make more accurate projections, and optimize planning processes alongside business leaders. In a recent Robert Half survey , 38% of U.S.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

VCFO

JUNE 29, 2023

They also rely on the CFO’s leadership, providing up to date communication, and accurate financial reporting. A fractional CFO comes with extensive finance leadership experience that enables them step in and prioritize triage to close gaps and bring stability when a full-time CFO isn’t in place.

Nonprofit 69

Nonprofit Finance CFO Compliance 69

CFO Share

AUGUST 31, 2023

Board of Directors meetings and other business planning events. For Teams Needing Guidance: If your bookkeeper is inexperienced or unable to manage themselves effectively, leadership is crucial to successful year-end bookkeeping. Prioritize: Guide your bookkeeper on what needs immediate attention.

Auditing 52

Auditing Profit and Loss Prioritization Leadership 52

CFO News Room

JANUARY 13, 2023

Underwriters typically run lean operations prioritizing grantmaking and relationship-building and are driven by the values, interests, or personal experiences of the living founder or founder’s legacy. These are prioritized by structuring ongoing relationships, including input and feedback loops with grantees.

Prioritization 130

Prioritization Communication Leverage Leadership 130

VCFO

MAY 12, 2023

A New View of HR CEOs and business owners should be intentional right now about making HR more of a strategic thought partner and leader in workforce planning for the talent and teams that will be needed in the years ahead. All of these trends will require a new level of leadership from HR. job posting, screening, etc.)

Prioritization 74

Prioritization Leadership Planning Technology 74

CFO News Room

DECEMBER 16, 2022

The leadership challenge of reframing essential jobs from tasks perceived as menial to positions full of meaning can be overcome by designing roles with greater purpose.  For frontline roles, flexible scheduling to accommodate family, health, and travel can demonstrate caring leadership. He trusts my opinion, which means a lot.”.

Leadership 100

Leadership Communication Prioritization Transportation 100

Spreadym

JULY 21, 2023

Leadership and Culture Digital transformation requires strong leadership support and a culture that embraces change and innovation. Prioritize Projects Identify and prioritize the digital initiatives based on their potential impact and alignment with the defined vision and strategy.

Finance 52

Finance Prioritization Compliance Leverage 52

Beacon CFO Plus

DECEMBER 14, 2021

Plan for inventory shortages. Prioritize your recruiting. Push hiring planning and actions forward to put the right people in place even with the shortage of qualified candidates that many businesses are experiencing. Benefit From Experienced Financial Leadership. Do you need a bigger credit line or more favorable terms?

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership Prioritization CFO 52

E78 Partners

SEPTEMBER 14, 2023

Today, companies must adapt, evolve, and plan meticulously to stay competitive and profitable. To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. Resource Allocation & Prioritization : Evaluate if resources are optimized and aligned with strategic imperatives.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. The most successful events prioritize engagement and relationship-building. Individual Giving This is the most common form of giving to nonprofits.

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

Collectiv

NOVEMBER 7, 2022

Be proactive about what you want your work schedule to look like and how you want to interact with your team, including leadership. For example, you might be looking to specialize in a certain skill or move into leadership—would this project help you do so? Say “yes” only when projects align with your big-picture goals.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Communication Prioritization 52

Collectiv

NOVEMBER 7, 2022

Be proactive about what you want your work schedule to look like and how you want to interact with your team, including leadership. For example, you might be looking to specialize in a certain skill or move into leadership—would this project help you do so? Say “yes” only when projects align with your big-picture goals.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Communication Prioritization 52

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

NOVEMBER 21, 2023

Strategic Priorities for Poshmark’s Future: Execution of a three-year plan with a focus on sustainable growth. Prioritizing profitability alongside growth. Emphasizes technological capabilities, especially in AI and search ads, post-acquisition.

CFO 52

CFO Prioritization Leadership Investments 52