The Finance Weekly

MAY 5, 2024

The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. That's where sales and revenue planning, along with the game-changing concept of Revenue Operations (RevOps), come in. What is Sales Planning?

Planning 52

Planning Sales Forecasting Strategic Planning 52

VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. While the Income Statement does provide a view of historical (e.g.,

Strategic Planning 83

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 83

CFO Plans

MAY 9, 2024

Discover Cutting-Edge Accounting Solutions In the thrilling world of business accounting, the art of optimizing financial strategies emerges as a critical factor that can either make or break a company’s success. In a sector as diverse and multifaceted as hospitality, a one-size-fits-all approach simply won’t suffice.

Accounting 52

Accounting CFO Leverage Financial Reporting 52

CFO Share

APRIL 18, 2024

The importance of small business financial management cannot be overstated. Knowing why businesses fail financially and learning to avoid these errors early is key to maintaining steady business growth. What are the effects of poor financial decisions? What are some common bad financial decisions?

Budgeting 87

Budgeting CFO Forecasting Investments 87

CFO Selections

APRIL 15, 2024

One area where we often lend our expertise is in ERP (Enterprise Resource Planning) and MRP (Material Requirements Planning) installations.

Accounting 92

Accounting CFO Finance Planning 92

CFO Thought Leader

MAY 5, 2024

On our latest episode three forward looking Planning Aces shared deep insights into optimizing financial performance. The conversation highlighted the significance of predictive metrics and proactive financial planning, with a strong focus on leading indicators to guide business strategies.

CFO 52

CFO Planning Sales Marketing 52

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Thought Leader

APRIL 7, 2024

This episode our Planning Aces emphasize the importance of leveraging one’s breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. Read More 3.Understanding

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 11, 2023

Staying on top of your financial performance is vital for running your business. Budget vs actuals analysis allows you to assess how well your organization is following its financial plans. Budget vs actuals analysis allows you to assess how well your organization is following its financial plans. Gather the Data.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Future CFO

APRIL 11, 2024

Chris Ortega , CEO, Fresh FP&A and Pras Chatterjee , Senior Director Product Marketing, Planning & Analysis at SAP discuss the impact of generative artificial intelligence on Financial Planning and Analysis (FP&A). The post GenAI in finance: transforming businesses appeared first on FutureCFO.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance SAP Planning 52

Navigator SAP

MARCH 17, 2023

Over the past few decades, enterprise resource planning (ERP) systems have become indispensable tools for modern companies. In addition, ERP software can automate a wide range of routine processes, improving productivity and allowing workers to shift their attention to more strategic endeavors.

SAP 130

SAP Finance Numbers Planning 130

Cube Software

APRIL 29, 2024

When it comes to the real estate sector, financial planning and analysis (FP&A) plays a crucial role in guiding strategic decisions. At its core, FP&A focuses on forecasting financial outcomes, budgeting, and providing actionable insights to support investment decisions.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MARCH 24, 2024

In ancient civilisation, scribes were entrusted with the task of meticulously noting down financial transactions, managing tax records and overseeing trade affairs. The investigator’s unwavering dedication to exposing the truth brought justice to Madoff’s victims and highlighted the importance of financial oversight.

Numbers 98

Numbers Accounting Financial Analyst Finance 98

The Finance Weekly

JANUARY 19, 2023

The CFO role traditionally has two high-level leadership archetypes: strategic and operational. An operational CFO optimizes performance by combining data from various departments with financial data. A strategic CFO focuses on creating long-term plans to achieve the company's goals. What is Operational Finance?

Leadership 98

Leadership CFO Benchmarking Finance 98

Focus CFO

FEBRUARY 13, 2024

As Strategic Partners of the Exit Planning Institute, we were thrilled to share our insights on dual-track financial planning at a recent EPI 'Think Tank' session.

Planning 52

Planning 52

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

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

CFO Talks

FEBRUARY 9, 2024

In the dynamic world of financial management, few decisions hold as much weight and consequence as those surrounding interest rates. As the custodians of a company’s financial health and strategic vision, modern Chief Financial Officers (CFOs) must navigate the complex landscape of monetary policy with precision and foresight.

CFO 52

CFO Strategic Planning Communication Risk Management 52

CFO Thought Leader

JANUARY 27, 2024

This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through turbulent times and the importance of balancing short-term opportunities with long-term strategic planning.

Strategic Planning 52

Strategic Planning Leadership CFO Planning 52

CFO Thought Leader

APRIL 30, 2024

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. It was under Vintz’s mentorship that Levine came to appreciate the power of storytelling within financial leadership.

CFO 52

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

CFO News

JUNE 15, 2023

In the new role, He will oversee the financial functions of PFS, including strategic financial planning, resource mobilization, and fund management. Lodha will take over Sanjay Rustagi as CFO.

CFO 97

CFO Planning 97

Future CFO

FEBRUARY 25, 2024

This methodology for managing financial resources prioritises flexibility and adaptability in fast-paced environments, compelling finance teams towards agility. PS: Understanding the key tenets of agile budgeting will allow finance teams to position themselves as stronger strategic partners within the organisation.

Budgeting 52

Budgeting Concentration Finance Forecasting 52

Future CFO

MAY 1, 2024

As the person responsible for preparing an organisation’s financial reports, which include balance sheets and income statements, the role of a finance controller is anything but ordinary. Group Financial Controller at Medtecs International Corp. Meanwhile, Francisco Ramon Jr.

Leadership 98

Leadership IFRS Finance Communication 98

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.

Financial Planning and Analysis (FP&A) 124

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

VCFO

MARCH 2, 2023

Challenges Faced by Professional Services Firms (and How a Strategic CFO Can Address Them) Professional services firms are unique entities. Some may think that makes financial management and strategic planning in a professional services firm simpler. What is your long-term plan for the business?”

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

Strategic Treasurer

APRIL 24, 2023

While you may have been able to accurately forecast demand, were you planning for the drastic rise in interest rates that have occurred in recent months? Is your working capital plan adjusting? Strategic Treasurer has stepped in to help.

Treasury 98

Treasury Forecasting Finance Planning 98

Beacon CFO Plus

JANUARY 30, 2024

When CFO Services Become a Strategic Imperative In the ever-evolving business landscape, the decision to bring in external expertise can have a major impact on your success. Financial Complexity Overload As your business expands, so does the intricacy of your financial matters.

CFO 52

CFO Restructuring Leadership Strategic Planning 52

E78 Partners

SEPTEMBER 28, 2023

Such shortages can lead to delays, inaccuracies, and inefficiencies, thereby impacting the organization’s strategic goals and bottom line. Leveraging Interim Solutions Interim solutions emerge as a strategic response to this talent shortage, particularly during the critical period of budgeting and planning and year-end season.

Auditing 59

Auditing Budgeting Marketing Leverage 59

CFO Share

DECEMBER 9, 2023

In the whirlwind of being a small business owner, you may feel too overwhelmed to take time for forecasting, but building a financial forecast is not just an advantage—it’s a necessity for survival and growth. What is financial forecasting?

Forecasting 52

Forecasting Planning Currencies Startups 52

Anaplan

AUGUST 5, 2021

Should one solution deliver both FP&A and FCC? Not if the goal is transformative insights and new business value.

Strategic Planning 52

Strategic Planning Planning Finance 52

The Finance Weekly

DECEMBER 22, 2022

The humble spreadsheet remains an essential, if not critical, component of many financial operations. As the outlook for the 2023 economy becomes more uncertain, finance professionals are looking to invest in technology that increases organizational efficiency and contributes to strategic decision-making.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

Centage

DECEMBER 8, 2023

Financial management can be a significant challenge for multi-location medical facilities. As multi-site healthcare businesses grow and evolve, the demand for advanced financial planning and budgeting solutions shifts from being a “nice to have” to presenting a crucial need for attaining business objectives.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Budgeting Leadership 52

E78 Partners

OCTOBER 12, 2023

Recently, we hosted an insightful webinar on strategic annual budgeting, where we discussed the importance of starting the budgeting process with a high-level offsite meeting to reassess long-term strategic and financial goals. If you missed the chance to join us, below is a recording of the webinar.

Budgeting 59

Budgeting Planning Leverage Investments 59

CFO Thought Leader

FEBRUARY 24, 2024

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. This involved going back to the basics and understanding the core financial inflows and outflows.

Prioritization 52

Prioritization CFO Financial Systems Sales 52

Centage

JUNE 28, 2023

When it comes to automation, what’s particularly beneficial is the way technology can automate how financial data flows through models and forecasts, freeing financial teams from the manual labor of attempting to create forecasts via spreadsheets. Accurate measurements also allow businesses to engage in scenario modeling.

Forecasting 98

Forecasting Financial Planning and Analysis (FP&A) Cash Flow Forecasting Finance 98

Beacon CFO Plus

NOVEMBER 15, 2023

Providing Strategic Expertise and Guidance “Success in management requires learning as fast as the world is changing.” 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. This helps you make informed decisions.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

CFO Simplified

JULY 22, 2022

Arrange for a meeting to discuss your plans and your concerns, and tell them the kind of help you need. Planning will pay off handsomely. BUSINESS PLAN. The pandemic changed plans for nearly every business. The pandemic changed plans for nearly every business. Update your strategic plan.

Cash Flow Forecasting 96

Cash Flow Forecasting Strategic Planning CFO Planning 96