CFO Thought Leader

APRIL 7, 2024

Based on Planning Ace Jeff Woolard’s comments, here are five key themes highlighted: Cross-Functional Impact of Finance: 1.Woolard This perspective enables finance to have a significant impact beyond traditional financial roles, extending into product development and strategic planning. Read More 3.Understanding

Financial Planning and Analysis (FP&A) 52

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

VCFO

APRIL 23, 2023

His first CFO role began in 2010, at Family Tree Corporation, a private oil and gas company, where he led strategic planning and development for non-operated working interests, mineral acquisitions, and large-scale lease plays. There, he saved the company $1.5M There, he saved the company $1.5M

CFO 52

CFO Auditing Transportation Strategic Planning 52

CFO Simplified

MAY 14, 2024

It doesn’t matter if you’re a manufacturer, a restaurant, or a law firm. Think of manufacturing companies, retailers, any company that is making or selling “hard goods.” Actually, there are different kinds of inventory, and as a result, every business has inventory. Here are the three main categories of Inventory.

Profit and Loss 52

Profit and Loss Pharmaceutical Manufacturing Vendor Management 52

CFO Simplified

APRIL 15, 2022

There are many elements involved in developing and manufacturing products for a customer. Some change their source of supply because deliveries of raw materials can’t get to the manufacturing plant. Business – Seasonal gift manufacturing. But creating a great product is only half of the story. Location – North Pole.

Manufacturing 52

Manufacturing Concentration CFO Strategic Planning 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. . Pricing strategy : Businesses have the option to pass along higher costs of manufacturing and talent to customers by raising prices. Strategic Partners. LEARN MORE. 855-236-0600.

CFO 52

CFO Strategic Planning Communication Credit Risk 52

CFO Simplified

MAY 15, 2022

Strategic planning. A business owner growing microgreens for local restaurants was proud of how he had grown his business and was planning on making an investment in additional equipment to grow more microgreens. The second case study follows a blacksmith who offers both classes and manufactures products on a custom basis.

CFO 97

CFO Strategic Planning Business Analytics Manufacturing 97

Jedox Finance

FEBRUARY 9, 2023

What does better adaptability through automation in strategic planning look like out in the wild? Businesses can leverage their expertise in programs already in use like Excel to design, implement, and manage a solution that can efficiently forecast and plan initiatives at scale. Gone are the days of scattered data.

Manufacturing 52

Manufacturing Strategic Planning Planning Forecasting 52

Centage

NOVEMBER 14, 2023

For the finance team, reforecasting (sometimes called budget reforecasting or financial reforecasting) is the best mechanism for effectively managing changes in strategic planning throughout the budget year. Many IT teams use Agile, a process that lets them incorporate changes to technical requirements on the fly.

Budgeting 52

Budgeting Forecasting Strategic Planning Leadership 52

VCFO

NOVEMBER 8, 2023

Merle Waterman is a Consulting CFO with more than 30 years of leadership in ecommerce, software, manufacturing, and professional services. Over the years, he’s enjoyed beating the drum of steady process improvement: implementing Salesforce.com CRM, Lean manufacturing, and EOS in different organizations.

CFO 40

CFO Manufacturing Auditing Leadership 40

CFO Leadership

DECEMBER 12, 2022

Leasing: Whether it’s essential equipment or additional space for offices, warehouses or manufacturing, a business owner must weigh the risks and benefits of purchasing vs. leasing equipment and real estate. 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

PYMNTS

APRIL 5, 2020

The countries stress that it will likely be some time before everything returns to normality, but the aforementioned countries have enacted committees to strategically plan ways to both ease the restrictive conditions implemented to stop the virus, while also trying to stop further infections and not overwhelm the medical systems.

Planning 60

Planning Strategic Planning Manufacturing Economics 60

CFO Simplified

APRIL 15, 2022

Business – Manufacturer of industrial models. One made stock models that were sold from a catalog, and the other produced structural prototypes of critical manufacturing components for major corporations. The company has never created a budget for planning purposes. Location – Northern Illinois. Sales – $11,750,000.

Manufacturing 52

Manufacturing General Ledger Budgeting CFO 52

PYMNTS

OCTOBER 9, 2020

As an extension of its non-consumables strategic plan, Dollar General has unveiled its new popshelf retail store concept. Dollar General, which ran 16,720 retail locations in 46 states as of July 31, sells products from private brands and manufacturers like Energizer, Clorox, Hanes and Procter & Gamble, among others.

Strategic Planning 43

Strategic Planning Manufacturing Leverage Retail 43

VCFO

MARCH 17, 2023

How Attention to Inventory Can Make or Break Manufacturers A major factor in determining the success of a manufacturer is how well it manages its inventory. When manufacturers have too little inventory, they can’t fully meet customer demands and lose out on revenue as a result.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

The Finance Weekly

APRIL 1, 2023

Marsha Kublall | O’Reilly , Marsha Kublall , who formerly served as Vice President of Strategic Finance and Analytics for Blink Fitness and Vice President of Corporate Strategic Planning and Investor Relations for Cole Haan, has been appointed as the Chief Financial Officer of O'Reilly, a learning platform.

CFO 52

CFO Corporate Finance Finance Pharmaceutical 52

PYMNTS

APRIL 25, 2017

Marketplace solutions work to enable online retail brands to expand their reach without needing to invest in manufacturing, warehousing and logistics. 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.

Leverage 40

Leverage Retail Planning B2C 40

Planful

JUNE 17, 2021

But not every CFO thrives in the strategic planning side of their role. Many finance leaders confuse financial planning with strategic planning. But when it comes to strategic planning components, CFOs shouldn’t be in a pure finance mindset. Strategic Planning Component #1: Revenue.

Strategic Planning 40

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

VCFO

JUNE 12, 2023

Brandon has lectured on best practices in financial modeling at the University of Houston’s CT Bauer School of Business, and has also contributed articles to Forbes Asia on manufacturing processes and the introduction of venture capital to emerging markets.

CFO 40

CFO Healthcare Leadership Financial Modeling 40

VCFO

JULY 22, 2022

A manufacturer pays to place its logo in a baseball stadium. A restaurant chain is provided point-of-sale terminals as part of its service agreement with a payment processor which brings PCI compliance into play and could involve the use of dedicated hardware.

Accounting 78

Accounting Accounting Standards Economics Advertising 78

Future CFO

MARCH 20, 2020

Then I was with a MNC label manufacturer for five years before joining Microsoft. Strategic planning and budgets: This is about longer-term resources planning. I started out as an external auditor at Ernst & Young after graduation. This is made easier by a portal to which I’ve access.

CFO 52

CFO Finance Leadership Compliance 52

CFO Talks

MARCH 19, 2024

This list should encompass both quick wins, such as automating invoice processing to improve cash flow management, and long-term objectives, like integrating AI-driven analytics for more accurate financial forecasting and strategic planning.

CFO 52

CFO Communication Finance Budgeting 52

VCFO

NOVEMBER 1, 2023

This can include software companies, manufacturers and many who may not even have thought of themselves as a research-oriented business. It is critical to engage in strategic planning for the year ahead. Many entities undertake activities that would qualify for the generous R&D tax credit and don’t even know it.

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO Talks

FEBRUARY 13, 2022

The South African Institute of Business Accountants developed a designation called CFO (SA), certified financial officer, and that was basically to recognise those qualities that are developed inherently, in the way you have just mentioned, by senior finance executives, things like communication skills, strategic planning, more of the softer skills.

CFO 40

CFO Construction Economics Accounting 40

CFO Simplified

FEBRUARY 13, 2022

Strategically plan for the company’s future . If you hired a consultant who has worked exclusively with 20 manufacturers in your specific industry and they’ve given the same advice to every single one of those 20 companies that are competitors of yours: . Evaluate the company’s past financial performance.

CFO 52

CFO Strategic Planning Communication Forecasting 52

CFO Talks

DECEMBER 26, 2021

As they move from manufacturing to retail, to the service industry, they get this experience that they need to be at the pinnacle. Bearing in mind, this has been a period where they’ve had to contend with lockdowns, reduced markets, shrinkages, destruction of certain markets as well.

CFO 40

CFO Profit and Loss Finance Accounting 40

CFO Simplified

SEPTEMBER 11, 2023

A business owner recently purchased a manufacturing company. Whether you are a manufacturer, distributor, or service company, do you think in terms of what services you provide? When he started moving our products to other suppliers, my employer went out of business. Leadership drives any business.

Concentration 52

Concentration Leadership CFO Manufacturing 52

Jedox Finance

NOVEMBER 18, 2021

Let’s take a look at the case of a project-driven company, such as a contract manufacturer: making decisions for or against a project based on the project calculation becomes easier, and less lucrative projects with longer delivery times can be down prioritized. Then you are in Stage 4 of the maturity model.

Forecasting 52

Forecasting Sales Planning Communication 52

Barry Ritholtz

FEBRUARY 7, 2023

RITHOLTZ: Everybody, General Motors had a credit on multi-big manufacturers there. And the grid had to be built out, and the power had to be able to be manufactured. And he was from Maine, but his uncle owned a shoe manufacturing business Lynn, Massachusetts. COHAN: A lot of did that. What happened with that? RITHOLTZ: Today.

Mergers and Acquisitions (M&A) 101

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