The Charity CFO

MARCH 22, 2024

Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? After choosing KPIs and their benchmarks, you can start incorporating data insights into strategic planning. Using data insights from the ads, you can determine which was more effective for increasing ticket sales or donations.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Focus CFO

DECEMBER 6, 2021

Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. Businesses that set goals and try to hit them without an overarching strategic plan can end up wasting resources, pulling their teams in too many directions, and thwarting their own expansion efforts.

Financial Planning and Analysis (FP&A) 92

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

Future CFO

FEBRUARY 16, 2025

By leveraging data intelligence, finance leaders can better evaluate macroeconomic indicators, hiring trends, and sales patterns to predict future needs and challenges." Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning."

Finance 64

Finance Forecasting CFO Compliance 64

Jedox Finance

JANUARY 12, 2022

Integrated financial planning is a vital component of modern planning that supports long-term business performance. Types of corporate financial planning. In corporate financial planning, there is a distinction between operational and strategic planning, and between short-term and long-term planning.

Planning 138

Planning Profit and Loss Sales Investments 138

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. Solid sales. How to Train Your Successor.

CFO 98

CFO Planning Strategic Planning Sales 98

Jedox Finance

AUGUST 5, 2021

Sales is the growth engine of a company. To ensure the sustainability of success, it is not enough to look at sales only from an operational or transactional perspective. A long-term, well thought-out, strategic alignment of sales with long-term and short-term business goals is key. .

Sales 52

Sales Planning Strategic Planning Marketing 52

Future CFO

FEBRUARY 9, 2023

Finance leaders need to adopt new technological advancements to streamline financial planning and analysis, reporting and finance operation process.” Most challenging aspects of finance leadership in 2022 Wong opined that the COVID pandemic led to a sharp inflexion point. Finance is right there in the thick of things.

Finance 96

Finance Communication Leadership Accounting 96

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 80

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 80

VCFO

NOVEMBER 1, 2023

A review of revenue will often involve examining sales performance. By nature, most salespeople will do exactly what they are incentivized to do (which is why a well-designed sales compensation plan is so important). Year-end sales or special offers to past customers for that product might do the trick.

Finance 88

Finance Strategic Planning Auditing CFO 88

Centage

AUGUST 15, 2022

Managers can then run scenarios with the drivers to improve long-term strategic planning. After all, driver-based planning is known for being hard to manage and track, with larger organizations facing particular challenges. Still, including too many drivers in your company’s budgeting model can make it overly complex.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

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

Jedox Finance

JANUARY 23, 2020

With that approach, department managers such as sales, HR, and operations had to create their own subset or personal interpretation of the financial plan. It is an organizational platform to manage and dynamically align strategic planning and goals with people and processes.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

CFO Simplified

FEBRUARY 13, 2022

Strategically plan for the company’s future . Read our blog, “ Succession Planning: How to prepare to exit your business ” for more information about why planning years in advance (not months) is crucial for a successful transition to retirement. . Your CFO plays a large role in preparing your business for a sale.

CFO 52

CFO Strategic Planning Communication Forecasting 52

CFO Thought Leader

JULY 9, 2024

Read More Transitioning to Silicon Valley, Khavkin joined eBay’s corporate development team, where he learned to align acquisition opportunities with the strategic goals of business units and technology leaders—experience that deepened his understanding of operational management and strategic planning.

CFO 52

CFO Leadership Strategic Planning Valuation 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. Internal factors cover sales trends, labor costs, raw material prices, and more.

CFO 97

CFO Finance Forecasting GAAP 97

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background.

CFO 52

CFO Leadership Accounting Finance 52

Focus CFO

MARCH 3, 2022

However, with guidance and strategic planning led by an experienced CFO, organizations will be well equipped to weather the storm. . The CFO—either a full-time CFO or a Fractional CFO embedded in the leadership team—has a critical role in response to the current inflationary cycle and the resulting uncertainties. LEARN MORE.

CFO 52

CFO Strategic Planning Communication Credit Risk 52

VCFO

MARCH 2, 2023

Some may think that makes financial management and strategic planning in a professional services firm simpler. Visualizing and articulating goals for the business provides an endpoint that one can then walk back year-on-year to chart milestones, build meaningful budgets, and form the basis of the strategic plan.

Strategic Planning 62

Strategic Planning CFO Budgeting Planning 62

Beacon CFO Plus

NOVEMBER 15, 2023

Strategic Planning: Fractional CFOs contribute to overall business strategy by aligning your company’s financial goals with broader organizational objectives. Exit Strategies: For SME owners looking to exit their business, fractional CFOs can help with financial planning and structuring the sale to maximize value.

CFO 52

CFO Budgeting Financial Analysis Strategic Planning 52

Bramasol

SEPTEMBER 8, 2024

By leveraging our leadership in deploying more RAR implementations than any other partner, Bramasol is also at the forefront of helping refine and deploy these new Universal RevRec capabilities. Better Insights : Provides deeper insights into revenue metrics and performance, supporting better decision-making and strategic planning.

SAP 64

SAP General Ledger Compliance Accounting Standards 64

VCFO

SEPTEMBER 21, 2023

Whether the plan is a near term sale or a sale transaction in the distant future, proactively identifying and adopting the right strategies and activating the optimal value creation levers will result in the maximization of value and the accomplishment of owner overall financial objectives.

Valuation 84

Valuation Marketing Benchmarking CFO 84

Planful

DECEMBER 9, 2021

Pushing forward requires CFOs to get involved in the business and convey the importance of the numbers to provide more strategic guidance to the business. Becoming a strategic CFO involves deeper collaboration with your business counterparts to really understand the challenges they face. Tell a story with the data.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Leadership Strategic Planning 40

CFO Simplified

JUNE 1, 2023

You should be spending your time creating a strategic plan to take your business to the next level, and getting buy-in from your employees. You can spend your time developing new sales opportunities, and you’ll have the resource available to give you with the financial information you need, in a manner that you can use.

Cash Flow Forecasting 52

Cash Flow Forecasting Profit and Loss Strategic Planning CFO 52

Centage

NOVEMBER 14, 2023

Change is a constant in the world of business operations planning. Sales teams meet frequently and keep a close eye on a prospect’s position in the funnel. Reforecasting is a critical component of keeping your company’s plans in line with its financial position, and enabling your organization to accurately track its goals.

Budgeting 52

Budgeting Forecasting Strategic Planning Planning 52

The Finance Weekly

JANUARY 8, 2024

Budgeting, on the other hand, is the strategic planning of a company's finances in crucial areas. Bottom-up Approach – department heads create plans aligned with leadership goals. Variable – Variable expenses, like marketing and travel, fluctuate based on sales.

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 52

VCFO

NOVEMBER 18, 2021

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. Sales force integration. Marketing integration.

Mergers and Acquisitions (M&A) 54

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

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 88

CFO Finance Planning Securities 88

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.

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.

Financial Planning and Analysis (FP&A) 52

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

VCFO

NOVEMBER 17, 2022

Compare that to your sales team or other cost savers. How much incremental sales revenue would need to be generated to pay for it? how many pennies at the end of the day do you get to keep for each dollar of sales?) 12, and the cash flow savings is 460k per year, then the cash flow equivalent in sales dollars terms is $3.8M.

CFO 71

CFO Sales Numbers Finance 71

CFO Talks

OCTOBER 10, 2022

Let’s talk about Higher Health, you were there for a few years, it’s an NGO, which I imagine would be worlds apart from a private sector business because Higher Health is linked to the Department of Higher Education and Training and most of the funding came from this department, and now suddenly you need sales to make ends meet.

CFO 52

CFO Transportation Education Accounting 52

VCFO

MARCH 30, 2023

If that assessment of the customer portfolio shows that the base is too heavily weighted, one step would be to examine sales strategy and whether broadening the customer base across new markets or industries or via new offerings is a viable play.

Valuation 86

Valuation SAP Concentration Benchmarking 86

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. Kate brings a strong background in the application development lifecycle with over 20 years of professional experience in Fintech and SaaS delivery to the Centage product team.

Compliance 52

Compliance Budgeting Data Analysis Prioritization 52

VCFO

JUNE 12, 2023

At the operational level, Brandon’s hallmark is empowering existing teams to thrive by eliminating or automating redundant tasks and employing the reclaimed time to elevate employees through leadership training and professional development.

CFO 40

CFO Healthcare Financial Modeling Education 40

VCFO

NOVEMBER 7, 2023

The ideal window tends to be within six months before a sale. A properly prepared QoE report provides clarity about the accuracy, quality, and sustainability of the company’s earnings, eliminates surprises, and significantly improves the seller’s position during the negotiation process. How Long Does it Take?

Valuation 83

Valuation Auditing Concentration CFO 83

Jedox Finance

NOVEMBER 18, 2021

What does maximum maturity mean in the 5-step Gartner Sales & Operations Model and how do you get there? We will also show you the associated analyses and the step-by-step development to a maximum value-oriented Sales and Operations Planning in Stage 5 of maturity. Stage 2 – operational sales planning.

Forecasting 52

Forecasting Sales Planning Communication 52

Jedox Finance

FEBRUARY 9, 2023

Doing so freed up their time and resources to strengthen their team, one of the many benefits of mobilizing your business and planning at a quicker, sharper pace. Companies that utilize adaptable modeling can enable turnkey solutions for finance, sales, and workforce planning.

Manufacturing 52

Manufacturing Strategic Planning Planning Forecasting 52