The Finance Weekly

MARCH 25, 2024

He held the position of Chief Financial Officer (CFO) at CBS Corporation, a major media player, for a good number of years. His main gigs included handling all the financial operations like accounting and financial planning, crafting financial strategies to boost the business, and managing relationships with investors and banks.

CFO 97

CFO Finance Forecasting GAAP 97

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. How to use reforecasting data effectively Simply reviewing your numbers based on change isn’t enough.

Budgeting 52

Budgeting Forecasting Strategic Planning Leadership 52

VCFO

MARCH 6, 2024

In these instances, the people picture usually isn’t painted much beyond basic information, like the number of employees involved and where those employees are located. Setting the Stage for Secure and Constructive Engagement Throughout successful M&A deal processes, HR serves as a facilitative function.

Mergers and Acquisitions (M&A) 77

Mergers and Acquisitions (M&A) Leadership Construction Communication 77

CFO Leadership

DECEMBER 12, 2022

Asset-rich companies that have variations in cash flow but need significant capital to help them operate can access revolving lines of credit or term loans that are secured by the borrower’s assets. Nearly eight in ten payment transactions globally are now contactless, and that number is expected to increase. Maintenance and Expansion.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

PYMNTS

JANUARY 30, 2020

These 16-digit credit card numbers are created for one-time purchases at set amounts, and the convenience, security and speed they provide are allowing them to take hold in the B2B payments space. Settlement is instantaneous, though, granting AP departments real-time cash flow data, and improving strategic planning.

B2B 71

B2B Invoicing Accounts Payable Reconciliations 71

VCFO

OCTOBER 19, 2023

Marketable securities and prepaid expenses are part of the picture too. On the debt side, evaluate the growth any debt would fund versus what it would take to secure and repay the obligation. Situate for Sustainability Growth shouldn’t be simply seeking a higher net income number in the next quarter.

CFO 89

CFO Finance Planning Securities 89

VCFO

SEPTEMBER 21, 2023

An owner’s rationale might echo sentiments like, “My business consistently generates revenues, affording me $500K annually; therefore, I would only consider parting with it if I could secure a sum equivalent to a decade’s worth of distributions.” This is a critical number used in valuing companies.

Valuation 86

Valuation Marketing Benchmarking CFO 86

VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. Operationally experienced professionals are well-versed in navigating company-specific matters that often hide behind raw numbers on paper.

Valuation 84

Valuation Auditing Concentration CFO 84

The Finance Weekly

OCTOBER 8, 2023

It is now used by fast-growing companies to collaborate, align, and plan effectively for the future. Features: Integrations (ERP, CRM, HRIS, Billing) Collaboration in one central platform Data Management Security Platforms Pricing: Prices were not specified in their website but a free demo could be pre-scheduled.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JULY 10, 2022

Use these techniques to uncover insights and patterns so you may be the one to deliver an actionable data point that leads to the upcoming big-ticket item in your strategic plan. #1 There are a number of third-party resources that will do a "data append" in order to edit or update these addresses accordingly. #3 Dashboards.

Data Analysis 52

Data Analysis Analyzing Data Strategic Planning Sales 52

CFO Simplified

DECEMBER 12, 2021

In publicly traded companies, the CFO is also responsible for the company’s compliance with Securities and Exchange Commission (SEC) rules and regulations. You can’t improve a company by moving numbers around on the income statement or balance sheet. A seasoned CFO will address how well a business earns and spends its cash. .

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

Future CFO

FEBRUARY 14, 2020

Most importantly, expand the range of scenarios that are analysed as part of the strategic planning process. A growing number of restaurants and hotels are adopting this technology for environmentally conscious customers. Executives will need to embrace strategic leadership to navigate through increasingly unpredictable times.

Economics 40

Economics Strategic Planning Leadership Technology 40

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

CFO Simplified

JANUARY 2, 2022

Phishing schemes are more sophisticated than the days of the Sudanese prince who asks for your routing number. Set clear protocols that a cell phone call from a recognized number must be made to ensure that the real CEO is in fact requesting a special change and make sure to never, ever make an exception. .

CFO 52

CFO Auditing Accounts Payable Securities 52

CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. And it was a recognition that, you know, the media landscape was changing so much social media was impacting every part of our business, for the good and the bad. billion in revenue.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

BlueLight

JULY 30, 2020

Pre Series B, it’s a part-time role to simply track past financial numbers. Post Series B, it becomes a full-time job to support strategic planning. It is critical to get the repetitive tasks correct because those deliverables feed into financial planning and strategic planning. Security and Audit ?—?NetSuite

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 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? Do you have skill gaps? will make the estimates you develop based solidly in fact.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

AUGUST 9, 2017

In remarks delivered during the conference call with analysts, CEO Steven Streit said that “all of our revenue and operating divisions are executing their strategic plans beautifully,” with faster than expected growth coming on a consolidated basis. Cash is to be kept in a Green Dot bank-issued Apple Pay cash account.

Strategic Planning 40

Strategic Planning CFO Accounting Securities 40

VCFO

JUNE 2, 2023

While most are still leveraging video and biometric scanning for security purposes, some are beginning to use it to shed light on other areas such as traffic counts and patterns or to inform merchandising decisions. The days of an employee standing at a retailer’s door to clicker-count customers are largely behind us.

Retail 65

Retail Finance Leverage Technology 65

CFO Simplified

FEBRUARY 6, 2022

Your exit plan largely depends on your business goals (financial and personal). When you begin planning to exit your business, it is important to start with these goals in mind. How do the numbers hold up over time? Determine how your numbers hold up. Who will you entrust to achieve them after you exit?

Planning 52

Planning CFO Leadership Communication 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? Do you have skill gaps? will make the estimates you develop based solidly in fact.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

AUGUST 27, 2023

. • Protected Data Integrity: Unlike ChatGPT and alternative AI applications, the data furnished by the Datarails' chatbot originates from trustworthy and fortified sources, guaranteeing its security. This allows planning cycles to commence from a reliable foundation.

Financial Planning and Analysis (FP&A) 52

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

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 proactive approach to risk management supports more resilient strategic planning.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Spreadym

JUNE 19, 2023

If shortfalls are projected, proactively develop strategies to address them, such as securing additional financing or adjusting expenses. The list of tools that the platform supports is quite broad and it covers operational and strategic planning, budgeting, forecasting, scenario modelling.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

Future CFO

DECEMBER 7, 2020

ST: I’m reporting to the CEO and board of directors, providing leadership in all aspects of business and finance, including strategic planning, annual business plan, rolling forecast, financial management, treasury, regulatory reporting, internal controls, taxation, and procurement.

CFO 52

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

Jedox Finance

JANUARY 12, 2022

To do this, you need a comprehensive overview of the amount and number of incoming and outgoing payments and due dates. A solid financial plan allows for transparency about the company’s performance and ensure accuracy for future planning. Types of corporate financial planning.

Planning 138

Planning Profit and Loss Strategic Planning Sales 138

PYMNTS

SEPTEMBER 3, 2018

The charges came three months after a previous legal action, where Holmes was on the receiving end of a civil lawsuit from the Securities and Exchange Commission (SEC), amid allegations of “massive fraud.” All the makings of a real cliffhanger.

Sales 40

Sales Forecasting CFO Banking 40

Centage

JULY 25, 2023

Fortunately, Planning Maestro offers cloud budgeting and planning software that simplifies the financial consolidation process. With Planning Maestro, your finance team will have more time to focus on strategic planning and you can have more confidence in the accuracy of your consolidated budgets.

Budgeting 98

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

https://trustedcfosolutions.com/feed/

SEPTEMBER 26, 2022

Let’s take a closer look at the features of Sage Intacct Budgeting and Planning , a powerful yet easy-to-use financial solution. Convenience and Accuracy in a Single Secure Solution. Your business needs the clarity and insight for multi-level planning and budgeting. Collaboration Across Departments (—And Multiple Entities).

Budgeting 57

Budgeting Planning Forecasting Strategic Planning 57

The Finance Weekly

DECEMBER 20, 2023

Importance of Workforce Planning Tools Workforce planning involves analyzing and predicting the number of employees you need to achieve your business goals in the short and long term. Payroll Planning Compensation planning becomes complicated with different employment statuses, increasing the risk of exposing sensitive data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger Budgeting 52

The Finance Weekly

DECEMBER 20, 2023

Importance of Workforce Planning Tools Workforce planning involves analyzing and predicting the number of employees you need to achieve your business goals in the short and long term. Payroll Planning Compensation planning becomes complicated with different employment statuses, increasing the risk of exposing sensitive data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger Budgeting 52

Spreadym

MAY 15, 2023

It enables strategic planning, reporting and analysis within a usual spreadsheet environment, with flexible use cases across functions. Data integration and security Evaluate the platform's data integration capabilities. Also, consider the security measures in place to protect your financial data.

Financial Planning and Analysis (FP&A) 52

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

The CFO College

JUNE 3, 2021

Yes, automations can crunch numbers, but there is so much more to providing accounting services than calculations. Your potential clients (and current clients) may not know it yet, but this security, stress-free cash flow, and financial guidance is what they’re looking for. All you have to do is prove it to them.

Accounting 52

Accounting CFO Auditing General Ledger 52

CFO News Room

NOVEMBER 29, 2022

And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. So, his role in what I wanted to bring him on was somebody to have a component of strategic planning involved.

Leverage 130

Leverage Planning Concentration Tax Planning 130

The Finance Weekly

DECEMBER 9, 2021

The process involves identifying the key drivers of change for an organization, calculating an array of projections based on scenario modeling for potential variations in performance for one or more of those drivers, analyzing the results, and then concluding how to best apply such results to the business’s long-term financial and strategic plans.

Risk Management 52

Risk Management Planning Construction Leadership 52

CFO News Room

FEBRUARY 2, 2022

Number one is just the fact that we have multiple fee structures. So, that’s number one. So, obviously, those are kind of round numbers that they just input. All right, those are very good numbers. Now, that number is really hard to quantify for a couple of reasons. If I had to guess, those are rough numbers.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So they weren’t ever going to be, you know, having securities on their balance sheet that were at risk and losing value. So that’s important, number one. RITHOLTZ: Absolutely.

Mergers and Acquisitions (M&A) 101

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