Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Strategic Planning 75

Strategic Planning Construction Practice Management Communication 75

CFO Simplified

JUNE 1, 2023

Some look at them in detail, and others look at a couple of distinct numbers. Sure, you’re using those numbers for basic things like filing your tax returns, and it’s important to make sure that you pay the government the right amount of money. Are your numbers trending up or down? What IS your plan for profitability?

Cash Flow Forecasting 52

Cash Flow Forecasting Profit and Loss Strategic Planning CFO 52

Nerd's Eye View

SEPTEMBER 2, 2022

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Benchmarking 74

Benchmarking Strategic Planning Planning Investments 74

VCFO

NOVEMBER 17, 2021

With more than 25 years of financial and management experience, he will now be mentoring and empowering our team of finance and HR consultants, spearheading our quality program, and driving strategic growth in the area.

Valuation 52

Valuation Strategic Planning CFO Finance 52

BlueLight

MAY 1, 2020

The CFO is focused on company-level strategic planning and building a relationship with investors. Financial planning & analysis is a corporation function that uses financial information to make forward-looking recommendations, evolving from a number cruncher to a strategic partner. Let’s get into the details.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

Future CFO

SEPTEMBER 21, 2023

Reality Number One: Revenue Operations Structures Are Tailored Embedded in several of these myths is a fear that operational headcount centralisation tips the power of control across the revenue ecosystem. It kills agility. It’s a miracle cure. It’s omniscient. Leaders are superheroes. It kills specialization. It’s short-term-focused.

Strategic Planning 52

Strategic Planning B2B Sales Planning 52

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Planning 84

Planning Strategic Planning Securities Numbers 84

The Charity CFO

JUNE 10, 2022

Your finance committee spends the most time analyzing and studying your nonprofit’s numbers, yet your entire board of directors is responsible for financial oversight. PRO TIP: To get even more capacity from your finance committee, include them in your strategic plan! Every nonprofit should periodically develop a strategic plan.

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

CFO News Room

DECEMBER 28, 2022

Number one was that viewers were looking for clarity around strategy: What is it? If you’re busy planning where to put your next factory or which departments to grow, without a rigorous theoretical framework, your competitor is doubtless doing the much harder work of strategizing a way to beat you. <span What isn’t it?

Planning 130

Planning Strategic Planning Leadership Numbers 130

CFO Simplified

MAY 14, 2024

o Calculation: Number of Units Sold ÷ Number of Units Received x 100 • Stockout Rate: Frequency of inventory shortages. o Calculation: Number of Stockouts ÷ Total Sales Opportunities x 100 Volatile Inventory This is Intangible inventory, which you can’t hold in your hand, or give to someone else.

Profit and Loss 52

Profit and Loss Pharmaceutical Manufacturing Vendor Management 52

The Finance Weekly

NOVEMBER 7, 2023

Delegating responsibilities allows for concentrated efforts on both strategic planning and operational tasks. Additionally, establishing clear and succinct priorities for the team provides a roadmap for harmonizing daily duties with overarching , strategic goals. Second, use charts and graphs to show the numbers visually.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Strategic Planning Concentration Data Analysis 59

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.

Financial Planning and Analysis (FP&A) 52

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

Centage

AUGUST 16, 2023

Freeing up time spent on manual budgeting processes gives leaders more resources to spend on strategic planning and forecasting. Entering the wrong number on the wrong line, or missing a number, can cause big issues with the data integrity. Automation budgeting tools lend themselves to greater operational efficiency.

Budgeting 98

Budgeting Forecasting Strategic Planning Planning 98

CFO Thought Leader

MARCH 24, 2024

Having transitioned from structured finance roles at General Electric to the dynamic environment of UiPath, Alper now brings to the table a blend of experience in operational finance, strategic planning, and transformational technologies that arguably made her an optimal CFO candidate.

CFO 52

CFO Finance Strategic Planning Leadership 52

Nerd's Eye View

NOVEMBER 17, 2022

This can emerge as procrastination, overanalysis, or becoming occupied with any number of tasks that they feel are necessary to complete first (such as ensuring every minute detail has been thoroughly examined and vetted) before taking any steps toward executing the actual idea being considered.

Strategic Planning 71

Strategic Planning Planning Communication Numbers 71

Centage

OCTOBER 23, 2023

What are the plans for the organization? This may seem like more of a strategic planning question than a budgeting process one, but the two are intertwined. At the same time, they will want to know that you’ve considered what it will take, financially, to accomplish those plans.

Budgeting 52

Budgeting Strategic Planning Forecasting Planning 52

Centage

AUGUST 15, 2022

With driver-based planning, companies identify a set of factors that influence their success and model that data to better understand its impact. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

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. A part-time CFO can give advice on things such as: The structure of your business financially. Business analytics.

CFO 97

CFO Strategic Planning Business Analytics Manufacturing 97

E78 Partners

NOVEMBER 16, 2023

The number of respondents identifying AI as their foremost priority has increased from 12% in 2021 to 40% in 2023. By accelerating essential tasks such as data entry, reconciliation, and reporting, finance teams, and CFOs specifically can focus on high-value activities, strategic planning, and oversight.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

CFO Simplified

APRIL 3, 2022

The difficulty was that they faced a number of problems. Lastly, have a strategic plan going forward and know how your business functions. Moving forward, plan on making small steps if your child wants to make changes in how the business is operating. Interested in learning more about succession planning?

CFO 98

CFO Planning Strategic Planning Leadership 98

Spreadym

NOVEMBER 8, 2023

This can lead to more effective strategic planning. Reduced Budget "Gaming": Collaborative budgeting can help reduce the practice of "gaming" the budget, where managers manipulate numbers to meet targets. When employees have a say in financial decisions that affect their work, they often feel more connected to the organization.

Budgeting 59

Budgeting Communication Strategic Planning Analyzing Data 59

PYMNTS

JANUARY 19, 2021

In terms of the top and bottom lines, the company reported numbers that far outpaced expectations. Loans tied to its cards should reach at least $20 billion in 2024, as the bank noted in an update to its strategic plan. But the results also underscored the continued push into consumer banking, and specifically online banking.

Strategic Planning 61

Strategic Planning Banking Numbers Investments 61

The Finance Weekly

JANUARY 8, 2024

However, startups can succeed with careful planning. This means understanding your cash burn rate in relation to revenue growth and the number of employees. Budgeting, on the other hand, is the strategic planning of a company's finances in crucial areas. While things are getting a bit better, there's still uncertainty.

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 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. How to use reforecasting data effectively Simply reviewing your numbers based on change isn’t enough.

Budgeting 52

Budgeting Forecasting Strategic Planning Leadership 52

Nerd's Eye View

MARCH 28, 2023

In this episode, we talk in-depth about how, through a series of Google Sheets, Erica helps advisory firms begin to track each of the steps in their marketing funnel, analyze how successful those steps are in turning a lead into client, and develop strategies to help improve those metrics, why Erica focuses on 5 key marketing metrics of stick rate, (..)

Marketing 73

Marketing Benchmarking Analyzing Data Strategic Planning 73

CFO Leadership

DECEMBER 12, 2022

Nearly eight in ten payment transactions globally are now contactless, and that number is expected to increase. Proactive and strategic planning in advance of exiting a business will ease the transition whether it’s passing the company on or divesting entirely.

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

The Charity CFO

MARCH 22, 2024

After choosing KPIs and their benchmarks, you can start incorporating data insights into strategic planning. You can use data to help track the outcomes of your programs, such as participant numbers or revenue. In turn, tracking these outcomes helps you make data-informed adjustments to your programs and services.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

PYMNTS

JULY 7, 2020

The tax office will continue to communicate with relevant businesses abroad … the number of companies assigned to apply VAT for digital products will likely increase,” Hestu Yoga Saksama, tax office spokesman, told Reuters. A Netflix spokesman said the company would comply. “We

Sales 56

Sales Strategic Planning Budgeting Compliance 56

The Charity CFO

NOVEMBER 10, 2022

As a 501(c)(3) organization, you are subject to a number of rules and regulations. A solid picture of finances helps with strategic planning, identifying new fundraising opportunities, and evaluating program effectiveness. Can they break down the numbers in an easily understandable way? Improves compliance.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

PYMNTS

FEBRUARY 13, 2020

As part of its assessment, the CMA examined a wide range of evidence including thousands of internal documents detailing the companies’ strategic plans, and submissions from a large number of customers and competitors,” the CMA said.

Strategic Planning 52

Strategic Planning Advertising Numbers Planning 52

CFO Leadership

JANUARY 25, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

JANUARY 23, 2020

However, in order to support a fully unified planning process – create and collect the planning data, budgeting and forecasting, simulation and data entry of plan numbers and drivers, an EPM system should ideally be in place to take full advantage of the data this process offers.

Financial Planning and Analysis (FP&A) 88

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

Fpanda Club

APRIL 18, 2022

To become better business partners FP&A practitioners should be creative, but it is not an easy task with a financial mindset traditionally focused on numbers, correct calculations and cause-and-effect relationship.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

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

CFO News Room

DECEMBER 16, 2022

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

KG Virtual CFO

OCTOBER 12, 2020

Pay Attention to New Numbers Chances are, your business has been impacted by the coronavirus in some shape or form. If your cash flow wasn’t negatively impacted by the ripple effects of COVID-19, you should still consider taking a look at your numbers to ensure your spending won’t exceed your income.

Budgeting 52

Budgeting Cash Flow Forecasting Prioritization Forecasting 52