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.

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PYMNTS

FEBRUARY 5, 2018

Business payments company Bottomline Technologies released its FY Q2 earnings data late last week, posting $63.2 We continue to execute against our strategic plan and deliver strong results,” the company’s President and CEO Rob Eberle said in a statement. million in subscription and transaction revenues. million, up 10 percent.

Technology 40

Technology GAAP Strategic Planning B2B 40

PYMNTS

MAY 2, 2019

Bottomline Technologies on Thursday (May 2) posted a 12 percent year-over-year gain in subscription and transaction revenue for the payment services provider’s fiscal third quarter 2019, which ended March 31. Those revenues hit $75.5 million, according to Bottomline’s latest financial release. Overall revenue reached $106.4

Technology 43

Technology Accounts Payable Strategic Planning Leadership 43

The Finance Weekly

NOVEMBER 7, 2023

Modern businesses are struggling with challenges related to their Financial Planning and Analysis (FP&A) teams. These teams need the right data, processes, and tools to plan and analyze effectively. Delegating responsibilities allows for concentrated efforts on both strategic planning and operational tasks.

Financial Planning and Analysis (FP&A) 59

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

Future CFO

NOVEMBER 15, 2023

Few companies plan beyond the typical three-year strategic planning window, and even those that do look out five to 10 years tend to focus on expectations for technology adoption. Bain & Company enumerates four critical areas of focus that finance leaders must consider regarding sustainability.

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Strategic Planning Planning Finance Marketing 52

CFO Talks

FEBRUARY 9, 2024

Understanding the rising costs of cybersecurity: The cost of cybersecurity continues to escalate, driven by the increasing complexity of cyber threats, regulatory compliance requirements and the growing reliance on digital technologies.

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CFO Strategic Planning Leadership Education 52

Future CFO

JANUARY 7, 2024

By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management. The challenge is in integrating new technologies such as generative artificial intelligence in the organisation's business models and assessing the total cost of risk at multiple levels.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

Jedox Finance

SEPTEMBER 29, 2021

While that wouldn’t make much sense these days, think about revenue planning, data, and processes. Sales Performance Management (SPM) is a unified approach to analyze, plan, and optimize sales processes withing an organization. In this eBook about 360° Planning you can learn more about the shift to xP&A.

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Financial Planning and Analysis (FP&A) Sales Forecasting Budgeting 124

Strategic Treasurer

NOVEMBER 21, 2022

Companies are stepping back to take a long-term look at their business plans. Meeting annual and quarterly targets is being balanced with new ideas for long-term strategic plans. Stewardship: Environment, Finance, and the Community. Explore All Episodes. Related Resources. 2022 B2B Payments Survey Results Report.

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Finance Treasury Strategic Planning B2B 52

Future CFO

SEPTEMBER 21, 2023

Organisations would benefit from elevating and empowering operations teams, delivering a revenue operations ' capability that integrates and unifies plans, processes, data, technology, and talent across the revenue ecosystem.

Strategic Planning 52

Strategic Planning B2B Sales Planning 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. Consider Contingencies: Plan for unexpected expenses or emergencies by including a contingency fund in your budget. 3 to 5 years).

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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

CFO News Room

DECEMBER 28, 2022

In “A Plan Is Not a Strategy,” Roger Martin, former dean at the Rotman School of Management, warns that “strategic planning” is an illusion: You’re either planning or strategizing, but only one “positions you on a playing field of your choice in a way that you win.” from different angles.

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Planning Strategic Planning Leadership Numbers 130

Future CFO

JULY 9, 2023

Survey results indicate that strategists believe that, on average, 50% of strategic planning and execution activities could be partially or fully automated though only 15% are currently the case, Gartner pointed out. According to Gartner, 52% of strategists report that this is a top-three challenge — the most selected response.

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CFO Selections

MARCH 9, 2023

Our ongoing research and conversations with other c-suite professionals in the industry have revealed several key shifts in these areas that can affect not only how a CFO does their job but also how their organizations develop and execute on strategic plans.

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Beacon CFO Plus

NOVEMBER 15, 2023

No matter your industry, you must keep up with ever-changing market competition, regulatory requirements, talent acquisition needs, and new technology adoption. If you manage an SME—referring to a Small and Medium-Sized Enterprise—you may look to a fractional CFO to provide strategic financial expertise and guidance.

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CFO Budgeting Strategic Planning Financial Analysis 52

CFO Leadership

DECEMBER 12, 2022

For example, if technology is changing rapidly in your industry, it may be advantageous to lease equipment and upgrade as needed, instead of buying it outright. Optimize existing technology: Many companies can optimize their existing technology without making significant technology investments.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

Future CFO

JANUARY 21, 2024

The roadmap recommends the adoption of digital technologies, enabling SMEs to streamline operations, reduce costs, and enhance productivity, she said. It also emphasises the importance of embracing sustainable practices, not only as a regulatory compliance measure but also as a strategic move to attract new business and customers, ACCA noted.

Economics 52

Economics Compliance Strategic Planning Cost Management 52

The Charity CFO

NOVEMBER 23, 2022

CFAs are best known for investment analysis and wealth planning, CPAs for tax preparation and financial statement auditing, and CFPs for financial planning. Today, technology is at the center of most businesses—and nonprofits are no exception. Experience In Integrating IT Systems. Why this is important. How to verify.

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The Finance Weekly

MARCH 25, 2024

His main job is to handle all money matters at SoFi, like planning, accounting, and dealing with investors. where he owns around 1,258,828 shares valued at over $68 million, and as the CEO of SoFi Technologies Inc., As Director at SoFi Technologies Inc., He cooks up strategies to help SoFi grow and score funds for its goals.

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The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. Contact us today to use data to drive decisions.

Nonprofit 52

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CFO Leadership

DECEMBER 12, 2022

CFOs make pivotal contributions to remodeling the organizations’ talent and technology investments, designing and implementing supply chain transformation, guiding ESG strategy and reporting, fortifying cybersecurity, and helping the enterprise contend with soaring inflation and rising interest rates.

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Future CFO

DECEMBER 14, 2023

AI technology enables CFO consultants to not only pinpoint financial management issues but also to anticipate them. Strategic and operational harmony. Integrating AI into CFO advisory and CAS creates a harmonious blend of strategic planning and operational excellence. Predictive analysis and decision-making.

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Centage

AUGUST 16, 2023

Decreased Planning Time with Automating Budgeting The saying “time is money” has never been as true as it is today. Quickly compare performance against the plan and find holes and ways to improve. Freeing up time spent on manual budgeting processes gives leaders more resources to spend on strategic planning and forecasting.

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Fpanda Club

MARCH 28, 2021

Recent technological advancements and constant changes in the business environment enable the finance function in general and FP&A teams in particular to adopt new ways of work, new practices, new tools to meet the needs of their internal and external customers.

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Budgeting Forecasting General Ledger Finance 130

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

Centage

JANUARY 18, 2024

Financial planning and analysis is at the heart of strategic decision-making for businesses, and as we step into 2024, it’s crucial to align your FP&A processes with the latest trends and best practices. Here are some areas within FP&A software & technology to focus on as you start the year.

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Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

Jedox Finance

JANUARY 23, 2020

A new calendar year can be a great time to take a renewed, fresh look at your business planning and performance management. How does EPM fit within a business’s existing technology architecture? In a perfect world, we would like an EPM system that manages organization-wide planning, reporting and analysis. Where to begin?

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CFO Talks

MARCH 14, 2024

This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

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Prioritization CFO Leverage Risk Management 52

Spreadym

NOVEMBER 8, 2023

Collaborative budgeting is an approach to financial planning and management that involves the active participation of multiple individuals or teams within an organization. Technology: Collaborative budgeting is often supported by budgeting software and tools that facilitate the collaboration and data sharing process.

Budgeting 59

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Future CFO

NOVEMBER 15, 2023

This involves combining spreadsheet usage with modern technologies and best practices to ensure accurate, efficient, and strategic financial operations." Photo by Maël BALLAND : [link] Here are some mindset changes that CFOs could consider: Embrace Technology Synergy CFOs should see how they can complement each other.

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

Planful

JULY 9, 2020

Planning and decision-making expert Howard Dresner, Chief Research Officer at Dresner Advisory Services recently released its “ 2020 Wisdom of Crowds Enterprise Performance Management Market Study ” report. You can also tune into my recent episode of our Being Planful podcast where I dive deeper with Howard himself.

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Financial Planning and Analysis (FP&A) Planning Cash Flow Forecasting Budgeting 40

PYMNTS

MAY 31, 2019

As part of its strategic plan, investment firm Goldman Sachs aims to win the business of more mid-sized companies. It also plans to spend $4 billion technology this year per John Waldron, the bank’s president, who made the remarks at a Bernstein conference in New York, the Financial Times reported.

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Strategic Planning Cash Management Planning Investments 72

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

E78 Partners

NOVEMBER 16, 2023

However, only 7% have adopted these technologies so far. Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. The number of respondents identifying AI as their foremost priority has increased from 12% in 2021 to 40% in 2023.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

BlueLight

MAY 1, 2020

This function is called financial planning and analysis (FP&A). The CFO is focused on company-level strategic planning and building a relationship with investors. FP&A is responsible for strategic planning, decision support, and financial modeling. Source: Vena Solutions What is FP&A?

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

Future CFO

FEBRUARY 9, 2023

Stakeholders can utilise the data to assess business performance and plan. Finance leaders need to adopt new technological advancements to streamline financial planning and analysis, reporting and finance operation process.” The purpose is to guarantee the timeliness and accuracy of reports, analyses, and evaluations. “The

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