CFO Leadership

JANUARY 25, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. Environmental, social and governance (ESG) metrics and measurements would top their priority lists.

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Financial Planning: Develop a robust financial plan. That plan will include not just looking at the future, but also planning for the present. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFO Leadership

JANUARY 5, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. Environmental, social and governance (ESG) metrics and measurements would top their priority lists.

Financial Planning and Analysis (FP&A) 52

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

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. Some factors include cash on hand, risk mitigation, strength of balance sheet and tax implications.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

Spreadym

SEPTEMBER 12, 2023

Budget preparation is the process of creating a detailed financial plan that outlines an organization's expected income and expenses for a specific period, typically for a fiscal year. This process is essential for effective financial management and decision-making, whether it's for a business, government agency or non-profit organization.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. Strategic Thinking: FP&A candidates align financial goals with the company's strategic objectives, contributing to long-term planning and decision-making.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

Future CFO

NOVEMBER 15, 2023

Integration and Automation CFOs should integrate spreadsheets with other financial systems and applications to ensure seamless data flow and reduce the risk of errors during manual data transfers. This might involve implementing automated compliance checks and utilising tools that provide real-time alerts for potential risks.

Financial Planning and Analysis (FP&A) 52

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

VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships. About vcfo.

CFO 52

CFO Strategic Planning Auditing Leadership 52

PYMNTS

FEBRUARY 10, 2020

He handled all aspects of payment operations, including strategic planning, innovation and risk management. We see the speed of technology progress rising at an exponential rate, and consumer adoption getting faster. He joins PSCU from Bank-Fund Staff FCU in Washington, D.C., Young will report to Stevens. “We

Leadership 84

Leadership Strategic Planning Risk Management Planning 84

VCFO

FEBRUARY 15, 2023

She is highly effective at executing finance function strategically, establishing financial and risk controls, and overseeing capital structure. Lee Ann’s depth and breadth of expertise includes board reporting, audit preparation, business plan development, market research and analysis, risk management, and capital requirements.

Auditing 52

Auditing CFO Risk Management Budgeting 52

The Finance Weekly

OCTOBER 13, 2021

These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM. A collaborative approach can also vastly improve risk management.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MARCH 30, 2017

Grant Thornton released its 2017 CFO Survey this week to find that most of these executives said strategic planning is their top priority within the enterprise, surpassing other priorities like performance management or even increased cash flow. One of the largest ways it can do so is for risk management.

CFO 51

CFO Strategic Planning Corporate Finance Risk Management 51

Boston Startup CFO

APRIL 3, 2023

Here, you’ll want to consider the implementation of efficient, scalable technology and processes to drive growth and maintain a competitive edge. Robust contingency plans and proactive risk management strategies help organizations navigate unforeseen disruptions and maintain operational resilience.

Accounting 52

Accounting Accounting Principles GAAP Compliance 52

PYMNTS

NOVEMBER 14, 2017

Kevin is a skilled strategic thinker who brings a wealth of experience in public accounting and reporting, strategic planning, financial planning and analysis, treasury management, risk management and the development and execution of significant strategic initiatives.”.

CFO 43

CFO Banking Strategic Planning Healthcare 43

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Information Technology Auditor .

Finance 130

Finance Budgeting Compliance Financial Analyst 130

Planful

JUNE 15, 2017

This was the focus of a recent Argyle/CFO webinar sponsored by Planful. During the event, a panel of two FP&A experts shared their insights on the current state of the FP&A function, the forces driving an increased need for accurate planning and forecasting, and where the function is going in the future.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Strategic Planning Forecasting Finance 40

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. Leading by Example Consider a CFO who champions the adoption of a new cloud-based financial system.

CFO 52

CFO Communication Finance Budgeting 52

The Finance Weekly

DECEMBER 9, 2021

This sort of prediction in business is referred to as scenario planning. Scenario planning is arguably the most important responsibility of a finance professional. This post will flesh out all these aspects of scenario planning. What is Scenario Planning & Its Purpose? 3 Types of Scenario Planning.

Risk Management 52

Risk Management Planning Construction Leadership 52

CFO Talks

FEBRUARY 2, 2024

In the evolving role of a Chief Financial Officer (CFO), mastering risk management, budgeting, and forecasting tools is crucial. Risk Management: Effective risk management is a multifaceted approach, involving more than just financial analysis.

CFO 52

CFO Strategic Planning Risk Management Forecasting 52

Spreadym

JULY 3, 2023

Scenario planning is a strategic management tool used to explore and prepare for the future by developing and analyzing multiple plausible future scenarios. Scenario planning helps you address this uncertainty by considering multiple scenarios with different assumptions and outcomes.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

JULY 14, 2022

With an increasing focus on climate-related risk management and disclosures, including those under the Taskforce on Climate-Related Financial Disclosures (TCFD) framework, companies are recognising that climate change also has an impact on their businesses, operations and financials. Technology enables ESG initiatives.

Risk Management 98

Risk Management Compliance Strategic Planning Finance 98

Fpanda Club

FEBRUARY 5, 2024

With a focus on driving better strategic and operational decisions, finance business partners create value through cost and margins, revenue growth and risk management. However, 22% of business managers don’t consider any other financial implications but revenue when making operational decisions. Sounds great, right?

Finance 130

Finance Analyzing Data Benchmarking Communication 130

Spreadym

SEPTEMBER 27, 2023

Spreadym : Spreadym is a Corporate Performance Management platform that combines the flexibility of Excel spreadsheets and the high-productivity of data analytics. Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document.

SAP 59

SAP Budgeting Forecasting Auditing 59

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

Reporting and investment fund management can easily become overwhelming, complicated, and difficult to manage without the right tools at your disposal. Every family office should invest in technology best suited for their clients, capable of managing diverse portfolios and demonstrating healthy returns.

Risk Analysis 113

Risk Analysis Strategic Planning Investments Risk Management 113

PYMNTS

SEPTEMBER 3, 2018

“I have objected to the manner in which a number of business decisions have been presented to the Board of Directors by management, without sufficient time for the Board to examine complex documents, to review significant transactions or to discuss how the proposed actions fit into the company’s strategic plan,” Schramm said in a letter.

Sales 40

Sales Forecasting CFO Banking 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. Are you also seeing it with T3?

CFO 52

CFO Leadership Accounting Finance 52