The Finance Weekly

DECEMBER 20, 2023

If you're in charge of a team, you understand the importance of using ,, workforce planning software in today's business world. 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.

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

APRIL 19, 2023

In 2023, retaining top talent and planning for succession are critical for business leaders to avoid disrupting the growth of their organizations. An effective succession plan must be linked to the organization’s strategic plan, mission, and vision. Who is responsible for succession planning?

Planning 52

Planning Leadership Communication Nonprofit 52

The Finance Weekly

AUGUST 27, 2023

Planful and Datarails are two of the leading FP&A solutions in 2023. Planful is an FP&A solution that was built for large companies and enterprises. Planful has a great AI feature called Planful Predict and it is a big selling point in 2023.

Financial Planning and Analysis (FP&A) 52

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

https://trustedcfosolutions.com/feed/

SEPTEMBER 26, 2022

Most companies — about 90% of businesses with 50 to 200 employees — still use Excel for their budgeting and planning, although they continue to report major pitfalls with time-consuming processes and reporting delays. Convenience and Accuracy in a Single Secure Solution. Simple Automation for the Planning Process.

Budgeting 57

Budgeting Planning Strategic Planning Forecasting 57

Centage

OCTOBER 11, 2022

Workforce planning is important to meeting your organization’s strategic vision, but it’s something that many consider a kind of fortune telling. In reality, it’s more science than art, and should be a critical component of management’s operational planning – especially during uncertain times. Understanding Workforce Planning.

Financial Planning and Analysis (FP&A) 52

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

CFO Share

MAY 23, 2024

CFO responsibilities extend beyond mere bookkeeping; they encompass financial planning, record-keeping, financial reporting, and risk management. Proactive planning with a fractional CFO means affordable risk management during an economic downturn or cash crisis. You can learn more about fractional CFOs here.

CFO 52

CFO Risk Management Cost Management Forecasting 52

Future CFO

MARCH 24, 2024

Alvin Ip: A typical day in my role as Aspire's CFO is a dynamic mix of strategic planning, collaboration, and decision-making. Strategic planning takes a significant portion of my day, where we delve into overarching strategies, team organization, and directional considerations.

Strategic Planning 52

Strategic Planning CFO Finance Planning 52

CFO Simplified

AUGUST 22, 2022

By this time, you are well on the road to executing your strategic plan for this year. This strategic plan includes evaluating your client relationships: Do they fit into your business model? You aren’t taking advantage of the security or processing that some banks are providing as part of modern treasury management.

Banking 98

Banking Strategic Planning CFO Treasury 98

CFO Simplified

FEBRUARY 6, 2022

A study conducted by the Financial Planning Association shows that within five years of retirement, 60% of advisors do not have a proper succession plan in place. For that 60%, it’s not too late to start planning now. . Plan Years Ahead (not months) . How to Start Planning to Exit Your Business.

Planning 52

Planning CFO Leadership Communication 52

Nerd's Eye View

SEPTEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)

Strategic Planning 85

Strategic Planning Construction Practice Management Communication 85

Jedox Finance

AUGUST 23, 2022

To successfully move from outdated spreadsheet workflows to using integrated financial planning, there are important steps and decisions to consider. In this guide, we will discuss how the Office of Finance can embark on the path to successful integrated planning. What is integrated planning? What is integrated planning?

Planning 52

Planning Budgeting Forecasting Reconciliations 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 9, 2024

Critical challenges for CFOs: CFOs face significant challenges in figuring out how to spend money on cybersecurity and setting up plans to respond to cyber threats early. Balancing the need for cybersecurity measures with budgetary constraints requires careful strategic planning and resource allocation.

CFO 52

CFO Strategic Planning Leadership Education 52

Beacon CFO Plus

MAY 5, 2023

Knowing what you’re doing begins with having a strategic plan in place for your business that incorporates risk management. With the guidance of a fractional CFO, you can strengthen your strategic plan to incorporate risk mitigation and be better prepared to handle whatever situations arise for your business.

Risk Management 52

Risk Management CFO Strategic Planning Compliance 52

Beacon CFO Plus

NOVEMBER 15, 2023

They provide insights into budgeting, forecasting, and financial planning. Access to Networks: Fractional CFOs often bring with them a network of contacts and resources in the financial industry, which can help you secure funding, partnerships, or financial services. Cash Flow Management: Managing cash flow is critical for SMEs.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

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

The Charity CFO

JANUARY 12, 2024

Financial forecasting is a term you’ll hear thrown around in the business world quite often—but in the world of nonprofits, it can be difficult (and even downright impossible) to plan your organization’s finances with any degree of certainty. Think of a fiscal budget like your organization’s financial game plan for the year.

Nonprofit 52

Nonprofit Forecasting Budgeting Strategic Planning 52

PYMNTS

NOVEMBER 7, 2017

That’s because many IT security professionals themselves are at a loss for how to protect the enterprise against targeted cyberattacks, researchers concluded in Kaspersky’s “ New Threats, New Mindset: Being Risk Ready in a World of Complex Attacks ,” released last week. One reason is because of a talent shortage of IT security experts.

Securities 43

Securities Strategic Planning Investments Accounting 43

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

The Finance Weekly

MARCH 25, 2024

His main job is to handle all money matters at SoFi, like planning, accounting, and dealing with investors. 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

Spreadym

FEBRUARY 12, 2023

All these developments are displayed not only in documents, reports and final results of the company, they are subject to serious adjustments in installed business systems, like bi tools, financial analysis software, manufacturing planning software, resource planning software and others.

Financial Analysis 52

Financial Analysis Manufacturing Strategic Planning Construction 52

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. Pay yourself first by setting aside money for your future financial security. Make sure to allocate enough funds to cover at least the minimum payments.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

The Finance Weekly

JANUARY 8, 2024

It's not just about knowing your current financial situation, but also projecting into the future based on your plans. However, startups can succeed with careful planning. Budgeting, on the other hand, is the strategic planning of a company's finances in crucial areas. Knowing your burn rate is essential.

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 52

Centage

NOVEMBER 14, 2023

Change is a constant in the world of business operations planning. 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. What is budget reforecasting?

Budgeting 52

Budgeting Forecasting Strategic Planning Leadership 52

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. 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

Jedox Finance

JULY 11, 2023

1 These pros and cons are enough to motivate the C-suite to expedite their ESG efforts, starting with determining the department responsible for ESG planning and reporting. Numerous associations, consultants, and analysts have promoted the idea of the finance function assuming the core responsibility for ESG planning, tracking, and reporting.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

DECEMBER 12, 2023

However, Seidel—CFO of space security start-up True Anomaly—swiftly short circuits the familiar narrative of a space-loving youth. national security. True Anomaly was founded by space operators experienced in Space Force and Air Force tactics, aiming to address challenges in space security operations.

CFO 52

CFO Leadership Securities Strategic Planning 52

The Finance Weekly

OCTOBER 8, 2023

To handle these challenges well, it's crucial to plan carefully and use efficient tools for managing finances. Business budgeting software is a specialized tool that helps companies plan, manage, and analyze their finances. It is now used by fast-growing companies to collaborate, align, and plan effectively for the future.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

MAY 15, 2023

FP&A (Financial Planning and Analysis) software is typically designed to meet the specific needs of finance professionals, CFOs, financial analysts, and other stakeholders involved in financial planning and analysis. The planning platform allows users to ease the planning, budgeting and forecasting process in the company.

Financial Planning and Analysis (FP&A) 52

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

Centage

JULY 25, 2023

At Centage, we deliver an industry-leading solution known as Planning Maestro® to businesses like yours to overcome the challenges that Excel spreadsheets present. Highly Personalized Many Excel users utilize spreadsheets for personal budgeting and financial planning. You can also review your results with and without adjustments.

Budgeting 98

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

VCFO

OCTOBER 19, 2023

Marketable securities and prepaid expenses are part of the picture too. Assessing these balance sheet elements is key to determining capacity for growth or whether a gap in your ability to fund current and planned operations is present. Our experts can design a plan to support your objectives and help you set the right course.

CFO 91

CFO Finance Planning Securities 91

Future CFO

JULY 14, 2022

“It is about understanding why ESG matters, what it means for you as an organisation, before developing strategies and plans around that.”. Today, we have tools enabling firms to monetise non-financial data and integrate them with financial data directly into their back-office enterprise resource planning (ERP) structures.

Risk Management 98

Risk Management Compliance Strategic Planning Finance 98

CFO News Room

DECEMBER 16, 2022

Job security is always a concern when choosing a career, but some fields are more recession-proof than others. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. One industry that tends to be recession-resistant is finance.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

E78 Partners

NOVEMBER 16, 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. Factors such as data privacy, security, and ethical considerations must be addressed to ensure responsible and effective AI implementation.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

Future CFO

SEPTEMBER 17, 2023

Adopt a capital activist posture to grow market share and secure funding. Capital activists (CFOs who adopt the mindset of an activist investor when making capital allocation decisions) embody a “nothing is sacred but the strategy” mindset.

Economics 52

Economics Strategic Planning Finance Cost Management 52

Future CFO

APRIL 6, 2023

With information made available by the solution, CFOs can create more informed three-to-five-year strategic plans that guide and optimise their corporate tax strategy to drive profitable growth.” The post Pillar Two regulations: Wolters Kluwer launches solution to help MNCs comply appeared first on FutureCFO.

Strategic Planning 52

Strategic Planning Compliance Finance Financial Data 52