Future CFO

JANUARY 7, 2024

As the market shifts here and there, the role of the chief financial officer continue to evolve, juggling priorities and strategies to keep up with the changes. By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

The Finance Weekly

MAY 5, 2024

When it comes to sales planning, it's all about creating a flexible strategy that your sales team can rely on to hit those sales goals within a set time frame. This plan covers everything from activities and target markets to budget, resources, and market positioning. What is Revenue Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

PYMNTS

APRIL 25, 2017

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. and Australia, looks to grow its retail categories and the number of markets, as well as streamlining its eCommerce operations.

Leverage 40

Leverage Retail Planning B2C 40

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

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. This discrepancy between what was being produced and what the market wanted was critical. Read More 3.Understanding

Financial Planning and Analysis (FP&A) 52

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

Bramasol

JUNE 30, 2023

Artificial Intelligence Revolution Extends into B2B Although artificial intelligence applications such as machine learning (ML) and robotic process automation (RPA) already have been in wide usage for B2B (business-to-business) markets, the revolution spurred by new generative AI has added fuel to the enterprise adoption of artificial intelligence.

SAP 75

SAP B2B Leverage Analyzing Data 75

Centage

JANUARY 18, 2024

Finance teams often get asked to do more with less, which makes it important that you adopt the right FP&A tools to amplify your capabilities and create more time for strategic planning. But staying current with the best tech tools on the market is a competitive necessity.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

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. This includes not just financial risks but also operational, regulatory, and strategic risks.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

JULY 9, 2023

Survey results indicate that strategists believe that, on average, 50% of strategic planning and execution activities could be partially or fully automated though only 15% are currently the case, Gartner pointed out. According to Gartner, 52% of strategists report that this is a top-three challenge — the most selected response.

Strategic Planning 52

Strategic Planning Leverage Technology Planning 52

Future CFO

NOVEMBER 15, 2023

This helps mitigate errors and ensures that teams can leverage spreadsheets effectively. Strategic Thinking CFOs should encourage their teams to use spreadsheets strategically. This involves leveraging spreadsheets for scenario analysis, strategic planning, and decision support.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

Focus CFO

MARCH 3, 2022

As inflation drives higher in today’s markets, many business owners find themselves in unfamiliar territory, struggling to make sense of an ever-changing puzzle. However, with guidance and strategic planning led by an experienced CFO, organizations will be well equipped to weather the storm. . Strategic Partners.

CFO 52

CFO Strategic Planning Communication Credit Risk 52

E78 Partners

AUGUST 15, 2023

Their external perspective and bias to drive action allows them to identify inefficiencies, optimize processes, and develop strategic plans that may not be apparent to internal teams. This foundation ensures that financial decisions are made with a deep understanding of their impact on the entire organization.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Financial Modeling Forecasting 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

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

VCFO

NOVEMBER 4, 2022

People Operations/HR Consultant in vcfo’s Dallas market. Pick virtually any period and one will find a familiar bell curve continuum – one end populated by businesses that won’t make it through, a group in the middle that battles to just get by, and another end where to the market victors go the spoils.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

PYMNTS

OCTOBER 9, 2020

As an extension of its non-consumables strategic plan, Dollar General has unveiled its new popshelf retail store concept. Plans are in place to have roughly 30 locations in different markets before the conclusion of fiscal year 2021.

Strategic Planning 43

Strategic Planning Manufacturing Leverage Retail 43

VCFO

JUNE 2, 2023

Navigating a New Era of Retail – Three Financial and Operational Factors The market and operating environments of retail businesses have undergone dramatic transformations since the turn of the millennium; transformations that accelerated significantly more with the outset of the COVID pandemic.

Retail 66

Retail Finance Leverage Technology 66

Spreadym

SEPTEMBER 27, 2023

It involves a set of processes, methodologies, metrics, and systems designed to help businesses effectively plan, monitor, and manage their performance to achieve their strategic goals and objectives. Budgeting and Forecasting: CPM involves the creation of budgets and financial forecasts that align with the strategic plan.

SAP 59

SAP Budgeting Forecasting Auditing 59

E78 Partners

MAY 23, 2023

Despite months of rising interest rates and market turbulence, private equity deal-making in the United States has remained robust, thanks to resilient fundraising. By actively participating in strategic planning, the CFO can identify growth and profitability opportunities, enabling the company to stay ahead of its competitors.

CFO 52

CFO Mergers and Acquisitions (M&A) Leadership Strategic Planning 52

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies. This involves regular check-ins, updates, and adjustments based on feedback and evolving circumstances.

CFO 52

CFO Communication Finance Budgeting 52

VCFO

JUNE 12, 2023

vcfo welcomes Brandon Green as Consulting CFO and Business Development Executive for the Austin market. Through a potent blend of strategic analysis and quantitative modeling, he excels at providing executives with a clear roadmap and comprehensive view into the far-reaching implications of their decisions.

CFO 40

CFO Healthcare Leadership Financial Modeling 40

Collectiv

JUNE 8, 2022

Visioning informs how you update your infrastructure to leverage the latest BI tools (i.e. Power BI) and data practices to support various business activities, including financial planning and analysis (FP&A) , and product development. The process and outcome are very different for different organizations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Management Consulting Strategic Planning Leverage 52

Jedox Finance

JULY 11, 2023

Conversely, late adoption and omissions will pose challenges such as a reduction in market share, blacklisting, and severe penalties. 1 These pros and cons are enough to motivate the C-suite to expedite their ESG efforts, starting with determining the department responsible for ESG planning and reporting.

Financial Planning and Analysis (FP&A) 52

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

VCFO

MARCH 9, 2022

Armed with excellent communication skills and creative problem-solving techniques, she partners with stakeholders to leverage strategic HR to achieve objectives and implement best practices in the people space. At vcfo, Karli works as a Senior People Operations/ Human Resources Consultant.

Problem Solving 52

Problem Solving Prioritization CFO Compliance 52

Centage

OCTOBER 11, 2022

Knowing what roles you’ll need to maintain the profitable parts of your business, what your organization’s strategic plans are, and what your workforce will look like – how many people are retiring? Centage Corporation’s Planning Maestro is a cloud planning & analytics platform that delivers year-round financial intelligence.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

OCTOBER 17, 2023

I emphasise how digital technologies can be leveraged to not only elevate their businesses but also ensure their long-term relevance and sustainability in an ever-evolving market. My greatest strengths lie in customer management and strategic planning. Central to our approach is our people-first strategy.

SAP 52

SAP Leadership Finance Strategic Planning 52

VCFO

MAY 5, 2022

An experienced investment banker can provide a reasonable estimate of market value, but the true market value can only be determined through a high-quality marketing process that produces multiple offers from qualified buyers. Also, never forget that there is tremendous leverage in the LOI stage of the transaction.

Sales 79

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

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

Centage

OCTOBER 11, 2022

Knowing what roles you’ll need to maintain the profitable parts of your business, what your organization’s strategic plans are, and what your workforce will look like – how many people are retiring? Centage Corporation’s Planning Maestro is a cloud planning & analytics platform that delivers year-round financial intelligence.

Financial Planning and Analysis (FP&A) 52

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

VCFO

MARCH 31, 2022

Determine how the potential CFO resource stays atop changing market conditions and best practices. Be sure to inquire as to what type of ongoing training and professional development the resource leverages. This speaks to their ability to take advantage of innovations and help you respond effectively to changes.

CFO 52

CFO Communication Auditing Budgeting 52

Planful

SEPTEMBER 28, 2016

With the fluctuating market, increased regulations, fickle consumers, and rapidly changing business models, managing business finances can present a lot of difficulties. . There has definitely been an increase in the number of businesses leveraging technology to improve their financial planning and forecasting.

Budgeting 40

Budgeting Planning Forecasting CFO 40

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. Farhaan: Sure.

CFO 52

CFO Leadership Accounting Finance 52

Barry Ritholtz

FEBRUARY 21, 2023

And I love business, I love the markets, I want to go there. What sort of challenges — BUCKLEY: A couple of bear markets. BUCKLEY: We’ve had, let’s see, inflation at a 40-year high, tightest labor market of our lifetimes. We were losing market share in the critical retirement, the 401(k) business.

Leadership 108

Leadership Investments Profit and Loss Technology 108

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

FEBRUARY 7, 2023

So, I graduated from business school in 1987 and went to GE Capital for two years, financing leveraged buyouts. I mean, you know, I probably shouldn’t have been doing it because I had been a journalist covering public schools and knew nothing about leveraged buyouts. When he took over GE, we had a market value of $12 billion.

Mergers and Acquisitions (M&A) 101

Mergers and Acquisitions (M&A) Banking Investments Restructuring 101