Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

CFO Thought Leader

MARCH 26, 2024

.” She explains how experiences at GE and UiPath have endowed her with a unique perspective on the convergence of finance, technology, and strategic planning.

CFO 52

CFO Strategic Planning Leadership Finance 52

CFO Talks

OCTOBER 25, 2023

The journey from a Chartered Accountant (CA) to a Chief Financial Officer (CFO) is a transformative one, requiring a shift from technical expertise to strategic leadership. Key competencies include staff planning, project management, and corporate finance.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. While the Income Statement does provide a view of historical (e.g.,

Strategic Planning 83

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 83

CFO Thought Leader

APRIL 7, 2024

This episode our Planning Aces emphasize the importance of leveraging one’s breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations.

Financial Planning and Analysis (FP&A) 52

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

Focus CFO

JUNE 16, 2023

John is a highly accomplished executive boasting considerable experience in strategic planning, treasury management, accounting, financial analysis, and business development. John Azlant has joined the FocusCFO team in Northeast Ohio.

Strategic Planning 52

Strategic Planning Financial Analysis Treasury Leadership 52

CFO Simplified

FEBRUARY 6, 2022

A study conducted by the Financial Planning Association shows that within five years of retirement, 60% of advisors do not have a proper succession plan in place. For that 60%, it’s not too late to start planning now. . Plan Years Ahead (not months) . Who would you like to move into leadership in your business? .

Planning 52

Planning CFO Leadership Communication 52

Focus CFO

MAY 25, 2023

Ron is an experienced CFO with nearly 25 years of experience, holding extensive leadership roles, including serving on boards of private companies. We are delighted to announce that Brent Smith has joined the FocusCFO team, and is our first Houston-based team member.

Strategic Planning 52

Strategic Planning Leadership Risk Management CFO 52

Beacon CFO Plus

JANUARY 30, 2024

If your in-house team is struggling to keep up with complex financial transactions, regulatory compliance, or strategic financial planning, it might be the right time to tap into the specialized knowledge that an experienced CFO can bring to the table.

CFO 52

CFO Restructuring Leadership Strategic Planning 52

CFO Leadership

DECEMBER 12, 2022

The level of uncertainty and velocity of change in today’s global marketplace continues to produce an array of potential risks that can disrupt an organization’s business model and strategic plan on very short notice. Setting the Finance Function Up for Success in 2023 first appeared on CFO Leadership.

Finance 98

Finance Leadership Strategic Planning CFO 98

VCFO

NOVEMBER 18, 2021

Merger & Acquisition Integration Plans. What is a Merger & Acquisition Integration Plan? Before the transaction documents are executed, having a post-merger M&A Integration Plan in place is imperative to define the steps, activities, and responsibilities of all parties. Key Elements of an Integration Plan.

Mergers and Acquisitions (M&A) 54

Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

Future CFO

FEBRUARY 27, 2023

Kang will be responsible for leading the strategic planning, implementation, and managing of all the firm's financial activities alongside Executive Chairman and Co-Founder, Dr Bo Bai. Singapore-based digital asset platform MetaComp announced the appointment of John Kang as CFO.

CFO 52

CFO Strategic Planning Leadership Investments 52

Future CFO

SEPTEMBER 18, 2023

Flexibility Fractional CFOs can be engaged for specific tasks or projects, such as financial analysis , fundraising, budgeting, strategic planning or improving financial processes. Strategic guidance Fractional CFOs can provide valuable strategic insight to help guide the company's financial decisions and long-term planning.

CFO 52

CFO Leadership Strategic Planning Financial Analysis 52

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Financial Planning: Develop a robust financial plan. That plan will include not just looking at the future, but also planning for the present. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

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

CFO Leadership

DECEMBER 12, 2022

Proactive and strategic planning in advance of exiting a business will ease the transition whether it’s passing the company on or divesting entirely. Succession planning: Good succession planning involves deliberation over what is needed for the long-term success of a business.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

CFO Selections

JUNE 8, 2022

Rising inflation, COVID surges, interest rate hikes, a dramatic increase in the cost of living, the war in Ukraine, and a potential recession all have business leadership mired in a constant state of uncertainty. Today’s culture is wrought with uncertainty that is absolutely sweeping through every industry.

Strategic Planning 52

Strategic Planning Leadership Manufacturing Forecasting 52

E78 Partners

AUGUST 24, 2023

Understanding the Role of an Interim CFO An Interim CFO is a seasoned financial executive who steps into an organization on a temporary basis to provide leadership, strategic guidance, and hands-on financial expertise. Rapid Growth: Scaling a business requires robust financial planning and management.

CFO 52

CFO Leadership Restructuring Strategic Planning 52

Jedox Finance

AUGUST 5, 2021

Whether strategic, operational, or tactical – most companies manage their sales planning with self-developed tools that have been adapted. Cloud-based platforms or integrated, automated solutions provide valuable strategic insight in tandem with conventional CRM systems. Strategic sales planning as a foundation.

Sales 52

Sales Planning Strategic Planning Marketing 52

CFO Talks

FEBRUARY 9, 2024

Critical challenges for CFOs: CFOs face significant challenges in figuring out how to spend money on cybersecurity and setting up plans to respond to cyber threats early. Balancing the need for cybersecurity measures with budgetary constraints requires careful strategic planning and resource allocation.

CFO 52

CFO Strategic Planning Leadership Education 52

Beacon CFO Plus

NOVEMBER 15, 2023

They provide insights into budgeting, forecasting, and financial planning. Strategic Planning: Fractional CFOs contribute to overall business strategy by aligning your company’s financial goals with broader organizational objectives. Cash Flow Management: Managing cash flow is critical for SMEs.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 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.” “The purpose is to guarantee the timeliness and accuracy of reports, analyses, and evaluations.

Finance 96

Finance Leadership Communication Strategic Planning 96

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

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. The post Five Focal Points for Future-Ready CFOs first appeared on CFO Leadership.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

MARCH 25, 2024

Pichette's notable contributions to Alphabet's transition from Google improved its operational efficiency and leadership in sustainability initiatives. His expertise and leadership make him a valuable asset as CFO. His main job is to handle all money matters at SoFi, like planning, accounting, and dealing with investors.

CFO 97

CFO Finance Forecasting GAAP 97

CFO News Room

DECEMBER 28, 2022

In “A Plan Is Not a Strategy,” Roger Martin, former dean at the Rotman School of Management, warns that “strategic planning” is an illusion: You’re either planning or strategizing, but only one “positions you on a playing field of your choice in a way that you win.” from different angles.

Planning 130

Planning Strategic Planning Leadership Numbers 130

Future CFO

SEPTEMBER 17, 2023

The Financial Planning and Analysis ( FP&A ) team performs budgeting, forecasting, and analysis that support major corporate decisions of the CFO, the CEO, and the Board of Directors. Very few, if any, companies can be consistently profitable and grow without careful financial planning and cash flow management.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MARCH 24, 2024

Alvin Ip: A typical day in my role as Aspire's CFO is a dynamic mix of strategic planning, collaboration, and decision-making. Strategic planning takes a significant portion of my day, where we delve into overarching strategies, team organization, and directional considerations.

Strategic Planning 52

Strategic Planning CFO Finance Planning 52

PYMNTS

FEBRUARY 10, 2020

PSCU has appointed Denise Stevens as senior vice president and chief product officer, while Scott Young will head the product delivery leadership team as vice president of innovation, PSCU announced today (Feb. She will also manage the PSCU’s strategic partnerships, and its Enterprise Project Management Office. “As

Leadership 84

Leadership Strategic Planning Risk Management Planning 84

CFO Simplified

APRIL 3, 2022

Every business owner knows he’s going to leave his business eventually, but how a business owner does so, is a great indication of their leadership. Today, we have Larry Chester, President of CFO Simplified, presenting a case study on succession planning. The difficulty, however, is that you have to plan for it.

CFO 98

CFO Planning Strategic Planning Leadership 98

Centage

AUGUST 16, 2023

Decreased Planning Time with Automating Budgeting The saying “time is money” has never been as true as it is today. Quickly compare performance against the plan and find holes and ways to improve. Freeing up time spent on manual budgeting processes gives leaders more resources to spend on strategic planning and forecasting.

Budgeting 98

Budgeting Forecasting Strategic Planning Planning 98

Jedox Finance

JUNE 26, 2019

We are pleased to welcome an expert in Financial Planning and Analysis (FP&A), Mr. Anders Liu-Lindberg, as a guest to the Jedox blog. In a large scale survey by a global firm, CFOs named Financial Planning & Analysis (FP&A) a top priority to transform and derive more value. Taking action.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

VCFO

AUGUST 18, 2022

For the CPO, this means shaping and carrying out a strategic plan that unlocks that people potential via a high level of employee engagement. This includes areas such as performance management, learning and development, career pathing, succession planning, and more. An Enabler of Business Strategy.

Leadership 81

Leadership Communication Management Consulting Strategic Planning 81

VCFO

JUNE 19, 2023

To erase the corporate-manufacturing divide, leadership must establish a culture that demonstrates they care and value the perspectives of employees in tangible and practical ways. Here’s how to make that happen: Ensure Leadership Presence and Engagement Culture starts at the top. It also shows respect.

Prioritization 69

Prioritization Manufacturing Leadership Communication 69

Future CFO

NOVEMBER 8, 2023

For companies starting out in the business, some resort to hiring fractional chief financial officers to share their expertise in finance, strategic planning, and other CFO-related activities. Business owners have to be invested in their annual plans or they rarely work. Remember, it's your plan, not their plan.

CFO 52

CFO Strategic Planning Forecasting Planning 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. Newkirk has held multiple leadership roles at Capital One since 2008, most recently as president of Small Business, International & Walmart Partnership. as its new chief strategy officer.

Leadership 52

Leadership Strategic Planning Risk Management Sales 52

VCFO

JUNE 29, 2023

How Cracks in Nonprofit Finance & Compliance Creep In Nonprofit CEOs rely on their organization’s CFO to provide sound fiscal management, ensure full compliance, and be strategic partners. They also rely on the CFO’s leadership, providing up to date communication, and accurate financial reporting.

Nonprofit 69

Nonprofit Finance CFO Compliance 69