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. . Also, there is the challenge of aligning sales management with pricing strategy and concessions, not to mention keeping the strategy current with changing inflation rates. . Strategic Partners.

CFO 52

CFO Strategic Planning Communication Credit Risk 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 Leadership 52

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. Take the time to take a look.

Valuation 87

Valuation Marketing Benchmarking CFO 87

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.

CFO 52

CFO Communication Finance 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

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. Tap into your strengths.

Manufacturing 52

Manufacturing Strategic Planning Planning Forecasting 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? Your finance team can use this data to monitor performance, predict future performance, and plan their personnel needs accordingly.

Financial Planning and Analysis (FP&A) 98

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

VCFO

JUNE 12, 2023

Brandon reduced non-personnel expenses by 78 percent, led the firm’s go-to-market strategy, and created the sales team with whom he completed the company’s first SaaS sale – all in his first 90 days.

CFO 40

CFO Healthcare Leadership Financial Modeling 40

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

VCFO

JUNE 2, 2023

This includes determining whether one’s point-of-sale systems and data resources capture all the variables needed to assess profitability. Inflation compels continual monitoring of financial and operational variables to support decision-making on what the business must do to maintain adequate margins and financial health.

Retail 66

Retail Finance Leverage Technology 66

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? Data Driven Insights Are Key to Strategic Workforce Planning and Forecasting. Do you have skill gaps?

Financial Planning and Analysis (FP&A) 52

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

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. Some cards are needed o n iPads.

CFO 52

CFO Leadership Accounting Finance 52

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. And I actually started out of business school. RITHOLTZ: Sure.

Mergers and Acquisitions (M&A) 101

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

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