Future CFO

JANUARY 7, 2024

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. With the proliferation of risks, such as geopolitical tensions and cyber breaches, CFOs and the executive team must practice agility and transparency.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

CFO Selections

MARCH 4, 2024

A decision tree is a critical part of strategic planning because it allows decision makers to analyze the effects of a significant change throughout different areas of the business. For decision trees with complicated calculations, a software program can assign values and probabilities to streamline decision-making.

Planning 86

Planning Data Analysis Strategic Planning Forecasting 86

CFO Simplified

MARCH 27, 2022

This, however, does not necessarily mean that strategic planning is off the table. The fact of the matter is that every business is subject to some amount of risk. A proactive way for business owners to mitigate their risk is through contingency planning. Risk Management and Leadership.

CFO 98

CFO Planning Risk Management Prioritization 98

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

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Risk Management: Identify the potential risks that your company is going to face and develop strategies to mitigate them. Here’s a quick review. Remember that it is a living document.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFO Network

FEBRUARY 14, 2024

Risk Mitigation Financial risks are inherent in any business. A Fractional CFO plays a crucial role in assessing and mitigating these risks. They implement risk management strategies to protect your company’s assets and ensure sustainability. Cash Flow Optimization Cash flow is the lifeblood of any business.

CFO 52

CFO Tax Planning Strategic Planning Financial Analysis 52

Beacon CFO Plus

NOVEMBER 15, 2023

Risk Management: Identifying and mitigating financial risks is crucial for SMEs. Fractional CFOs assess risks and implement strategies to protect your company’s financial interests. Fractional CFOs assess risks and implement strategies to protect your company’s financial interests.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

CFO Share

NOVEMBER 15, 2023

At minimum, we recommend the following planning meetings: 1-hour weekly individual strategic planning Monthly management discussion of business fiscal strategies Quarterly strategy and goal setting Annual budgeting and multi-year planning 4.

Strategic Planning 52

Strategic Planning Risk Management Budgeting Planning 52

CFO Leadership

JANUARY 25, 2024

BUSINESS PLANNING AND ANALYSIS Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

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

Centage

JANUARY 18, 2024

Finance teams often get asked to do more with less, which makes it important that you adopt the right FP&A tools to amplify your capabilities and create more time for strategic planning. A proactive approach to scenario modeling enables better risk management and strategic decision-making.

Financial Planning and Analysis (FP&A) 40

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

Future CFO

SEPTEMBER 18, 2023

Their expertise can bring fresh perspectives, best practices and innovative strategies to a company's financial management. Flexibility Fractional CFOs can be engaged for specific tasks or projects, such as financial analysis , fundraising, budgeting, strategic planning or improving financial processes.

CFO 52

CFO Leadership Strategic Planning Financial Analysis 52

CFO Talks

MARCH 20, 2024

Strategic Financial and Risk Management: The CFO is the architect of the company’s financial strategy, including tax and risk management strategies. They work in tandem to develop and maintain performance measurements, with the Controller specifically tasked with reviewing control weaknesses.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

CFO Leadership

JANUARY 5, 2024

Business planning and analysis Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

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

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. He joins PSCU from Bank-Fund Staff FCU in Washington, D.C., where he served as vice president of payments. Young will report to Stevens. “We

Leadership 84

Leadership Strategic Planning Risk Management Planning 84

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis 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. Risk Management: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

E78 Partners

AUGUST 24, 2023

Strategic Planning: Interim CFOs bring strategic acumen, enabling them to collaborate with leadership to chart a financial roadmap aligned with broader business goals. E78’s professionals bring a wealth of knowledge in financial planning, strategy execution, risk management, and organizational transformation.

CFO 52

CFO Leadership Restructuring Strategic Planning 52

Spreadym

JUNE 8, 2023

They help organizations anticipate potential risks, identify opportunities, and make informed decisions about resource allocation and strategic planning. Risk Assessment and Management: Identify potential financial risks and develop risk management strategies.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

CFO Leadership

DECEMBER 12, 2022

Proactive and strategic planning in advance of exiting a business will ease the transition whether it’s passing the company on or divesting entirely. Succession planning: Good succession planning involves deliberation over what is needed for the long-term success of a business. consumer and small business relationships.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

PYMNTS

MAY 27, 2020

To lead strategic planning for the firm overall and in conjunction with its regional teams, Chris Newkirk is coming to Visa Inc. as its new chief strategy officer. The executive headed up a diverse tram of associates throughout six businesses, and he served on the Capital One Executive Committee as of 2016.

Leadership 52

Leadership Strategic Planning Risk Management Sales 52

Spreadym

SEPTEMBER 12, 2023

Strategic Planning: In addition to annual budgets, companies engage in strategic planning, which typically occurs on a longer-term horizon (e.g., This involves setting broader financial and operational objectives and then aligning annual budgets with those strategic goals. 3 to 5 years).

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

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

Spreadym

OCTOBER 3, 2023

FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning. Risk Management: Skills in identifying, assessing, and managing financial risks are important.

Financial Planning and Analysis (FP&A) 59

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

The Charity CFO

AUGUST 28, 2023

This isn’t always a priority for dedicated nonprofit professionals, who may spend more of their time focusing on the issue or cause their group is involved with, as well as programming, donor relations, and event planning decisions. However, financially-minded folks are crucial for a variety of reasons.

Nonprofit 52

Nonprofit Problem Solving Finance CFO 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

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

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

Boston Startup CFO

APRIL 3, 2023

Robust contingency plans and proactive risk management strategies help organizations navigate unforeseen disruptions and maintain operational resilience. Ensuring business continuity and sustainability is vital in the face of dynamic market conditions, global challenges, and evolving customer demands.

Accounting 52

Accounting Accounting Principles GAAP Compliance 52

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

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

CFO Simplified

DECEMBER 12, 2021

Overseeing risk management. CFOs are part of the company’s internal finance team just as bankers, and CPAs, are part of the company’s external finance team. What are the Corporate Functions of the Roles of Finance vs. Accounting? . Roles and Responsibilities in the finance department include: . Business fundraising/borrowing.

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

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. Thinking critically is of the utmost importance for business leaders when it comes time to make big decisions like hiring, budgeting, and strategic planning.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

Planful

JUNE 15, 2017

And the techniques they’re employing – such as driver-based planning, rolling forecasts , and predictive modeling – are getting more sophisticated. FP&A has become more data-driven, taking a leadership role in supporting strategic planning at the corporate level and across lines of business. Learn More.

Financial Planning and Analysis (FP&A) 40

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

CFO Talks

OCTOBER 10, 2022

As I mentioned before, it used to be all about numbers, providing oversight on financials and reporting, and to a certain extent, risk management. Also, when it comes to strategy, you have to be able to develop not only short-term plans but long-term strategic plans. I think the role of the CFO is changing.

CFO 52

CFO Transportation Education Accounting 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

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