Planful

MARCH 30, 2022

The post FP&A as a Strategic Business Partner: Glenn Snyder on the Being Planful Podcast appeared first on Planful. Glenn has also taught finance courses at San Francisco State University, published a supplement to Principles of Corporate Finance, and is a frequent presenter at accounting and finance conferences. […].

Planning 52

Planning Corporate Finance Finance Accounting 52

CFO Dive

JULY 10, 2023

Promoting the role of technology and innovation in your finance department can help attract new accounting talent and free up more time for finance to act as a strategic business partner.

Finance 162

Finance Accounting Technology 162

CFO News Room

NOVEMBER 6, 2022

Recent research answers these questions and provides practical guidance that can help trading partners increase the level of trust in their relationships. Imagine a strategic business relationship with little trust between a buyer and supplier. It includes open and timely sharing of information that a partner needs to make decisions.

Pharmaceutical 130

Pharmaceutical Communication Accounting Economics 130

VCFO

MAY 17, 2024

The experience will validate what you are getting right, while highlighting strategic gaps and areas for value enhancement. The financial narrative is fine- tuned, optimizing the metrics that investors, lenders, partners, and acquirers use to evaluate your company’s value at every step of your growth.

Benchmarking 52

Benchmarking Leadership Strategic Planning Valuation 52

VCFO

JANUARY 23, 2024

In much the same way as, diversifying investments is a prudent strategy to mitigate personal risk, strategizing the sale of your business well in advance is an integral step toward securing your financial future. Implement strategic initiatives to improve profitability, streamline operations, and fortify your market position.

Planning 84

Planning Concentration Strategic Planning CFO 84

E78 Partners

MAY 13, 2024

High-quality and timely support becomes more manageable and predictable when dealing with fewer, more reliable vendor partners. DSOs can adopt a proactive approach to license management that can adapt to the changing scale of operations, often facilitated by vendor partners who specialize in serving multi-location healthcare organizations.

Technology 52

Technology Healthcare Compliance Prioritization 52

CFO Strategic Partners

OCTOBER 28, 2022

Results from CFO Strategic Partners’ budget survey Planning for 2023 is underway. CFO Strategic Partners recently conducted a survey to hear business leaders’ thoughts going into 2023. appeared first on CFO Strategic Partners. The post Budget season is here – What are you expecting for 2023?

Budgeting 52

Budgeting CFO Construction Planning 52

Future CFO

MARCH 14, 2024

As a result, new regional offices and hubs have been established, leading to a demand for accounting professionals in business partnering roles.” Manabat, meanwhile, points out that there has been a notable enhancement in commercial finance, with roles increasingly pivoting towards strategic finance and finance business partnering.

Accounting 98

Accounting Finance Financial Analysis Compliance 98

VCFO

NOVEMBER 27, 2023

Debt, often perceived as a financial burden, is a powerful tool when strategically employed. Frequently referred to as leverage, debt has the potential to fuel growth, drive strategic initiatives, and propel businesses to new heights. It’s not inherently risky; rather, it requires strategic management.

Leverage 89

Leverage Manufacturing Investments CFO 89

CFO Strategic Partners

JULY 5, 2022

Results from CFO Strategic Partners’ 2022 mid-year business update survey After the Covid-19 pandemic turned our world upside down two years ago, people and organizations are finally beginning to return to their routines and move on. appeared first on CFO Strategic Partners. And now there’s talk of an economic downturn.

CFO 52

CFO Construction Economics Sales 52

CFO Strategic Partners

JULY 9, 2021

Ownership turned to CFO Strategic Partners as their outsourced CFO to help right the ship and gain a strategic view on their company. Once on board, our team tapped into our vast network of accounting, tax, legal and lending resources to find the right partners for this developing enterprise.

CFO 52

CFO Budgeting Financial Reporting Communication 52

CFO Strategic Partners

AUGUST 31, 2021

CFO Strategic Partners was recently consulted by a client about a pitch they had received from one of these firms. At CFO Strategic Partners, we have dedicated, in-house ERC specialists and have created a system to handle the process efficiently. Do you have questions or need assistance filing your ERC?

CFO 52

CFO Numbers 52

CFO News

DECEMBER 25, 2022

As demand drivers become more volatile, strategic CFOs are set to position finance as a nimble business partner that can work in lockstep with other business functions.

Finance 105

Finance 105

CFO Strategic Partners

OCTOBER 21, 2021

Securing new talent that propels the organizations forward When several clients experienced unexpected turnover on the CFO level, each of them reached out to CFO Strategic Partners for guidance. CFO Strategic Partners views times of transition like high-level turnover as an opportunity to reassess the organization’s true needs.

CFO 52

CFO Leadership Prioritization Education 52

Lime Light

MARCH 26, 2024

These tools automate tasks, streamline processes, and unlock game-changing insights, enabling finance to become a strategic partner in driving business success. Forward-thinking finance teams are embracing a new era of FP&A, powered by cutting-edge technology.

Accounting 52

Accounting Finance Technology Planning 52

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. They emphasize the importance of synchronizing dual-track financial planning for both the owner's personal financial goals and the strategic growth of the business.

Planning 52

Planning 52

The Finance Weekly

DECEMBER 22, 2022

In essence, it's all about the economy and promoting business partnering. 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. Maximizing ROI with Targeted Solutions.

Financial Planning and Analysis (FP&A) 98

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

CFO News

MARCH 5, 2024

The acquisition includes strategic partners and blue chip financial sponsors across geographies. Tiger Pacific Capital acquires 4% of B9 Beverages for $25 million, strengthening its capital base. Ankur Jain plans to raise $50 million for pre-IPO companies and listed securities.

Securities 52

Securities Planning 52

E78 Partners

APRIL 12, 2024

This strategic roadmap acts as a comprehensive guide to successfully manage the transformation necessary for the organization’s growth in response to the evolving market and M&A activities. At E78 Partners, we recognize the pivotal role that strategic M&A plays in driving business success.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Concentration Restructuring Planning 59

Future CFO

APRIL 28, 2024

Value creation and sustainability roles are set to grow even more to offset non-business partnering finance roles lost to automation, a study by AICPA & CIMA found. According to AICPA & CIMA, a clear divide has opened up between accounting and finance professionals who work as business partners and those who don’t.

Finance 52

Finance Accounting Technology Leadership 52

CFO Plans

MAY 2, 2024

When it comes to revolutionizing your financial management, finding the right accounting partner is a critical decision. This introspection will guide you towards the ideal accounting partner that aligns with your unique needs. Look for a partner that embraces cloud-based solutions, automation, and advanced analytics.

Accounting 52

Accounting Problem Solving Compliance Communication 52

VCFO

NOVEMBER 1, 2023

Although this time of year comes with many tactical tasks, it is important to incorporate careful planning, strategic thinking, and a sharp focus on both operational efficiency and long-term organizational success as plans are made for the coming year. Following are some strategic ways to make year-end deadlines more impactful.

Strategic Planning 75

Strategic Planning Leadership Compliance Planning 75

E78 Partners

AUGUST 28, 2023

In this article, we delve into the accounting and finance staffing challenges faced by private equity firms, explore the implications for the market, and examine how E78 Partners is positioned to offer effective solutions. The private equity industry, often considered a pinnacle of strategic investment, wasn’t immune to this trend.

Accounting 52

Accounting Finance Leadership Compliance 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

E78 Partners

AUGUST 24, 2023

Knowing when to bring in an Interim Chief Financial Officer (CFO) can be a strategic decision that significantly impacts a company’s trajectory. An Interim CFO can provide the strategic insights needed to fuel growth while maintaining financial health. See our post here for insights on the interim to permanent transition.

CFO 52

CFO Leadership Restructuring Strategic Planning 52

Planful

DECEMBER 9, 2021

The strategic role of the CFO has become less about finance and accounting and more about becoming a strategic partner to the entire organization. The post Read the eBook: The 2022 CFO Playbook for Strategic Decision-Making appeared first on Planful.

CFO 92

CFO Finance Accounting Planning 92

CFO Strategic Partners

OCTOBER 6, 2021

Recently, CFO Strategic Partners released a survey to discover how these shortages have affected organizations and what they’re doing about it. CFO Strategic Partners has significant experience in helping organizations overcome unexpected CFO turnover and leading executive searches.

CFO 52

CFO Profit and Loss Healthcare Construction 52

Focus CFO

DECEMBER 12, 2023

FocusCFO announces it is now a Strategic Partner for Exit Planning Institute. This partnership offers a valuable collaboration for exit planning advisors.

Planning 52

Planning 52

CFO News

FEBRUARY 22, 2024

It has also either partnered or acquired over 80 global brands, from Gap and Superdry to Balenciaga and Jimmy Choo. A diverse portfolio of brands across various segments through strategic partnerships and collaborations helps an entity like Reliance to leverage synergies and enhance retail presence, especially in malls, experts said.

Leverage 52

Leverage Retail 52

E78 Partners

AUGUST 15, 2023

In the dynamic landscape of modern business, Financial Planning and Analysis (FP&A) has evolved from a conventional accounting function to a strategic partner that steers organizations towards growth, profitability, and free cash flow.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

JULY 19, 2023

These strategic tools empower businesses to navigate uncertainties, identify emerging opportunities, and make informed decisions that drive growth and profitability. E78 Partners is here to empower your journey, offering comprehensive solutions that drive informed decision-making and set the stage for a prosperous year ahead.

Financial Planning and Analysis (FP&A) 52

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

CFO Strategic Partners

NOVEMBER 17, 2021

With preparation for 2022 underway, CFO Strategic Partners has been hearing whispers of uncertainty. CFO Strategic Partners’ team of experienced, on-demand outsourced CFOs can provide the financial strategy and guidance you need to start the year off right. appeared first on CFO Strategic Partners.

Economics 52

Economics Budgeting CFO Forecasting 52

One to One

JANUARY 12, 2024

Barth, Partner at ONEtoONE Corporate Finance Colombia. Mergers and acquisitions (M&A) are complex, high-stake transactions that demand a blend of strategic insight, financial acumen, and legal expertise. Written by Simón R. While M&A advisory firms play Read More.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Corporate Finance Finance 52

Focus CFO

JANUARY 11, 2024

One such invaluable resource is our strategic partnership with ITR Economics. We believe in the power of data-driven decision-making, and that's why FocusCFO has partnered with ITR Economics to provide all of our associates, including accomplished leaders like Area President Greg Gens , with access to ITR Economics' insights.

Economics 52

Economics 52

Focus CFO

JANUARY 8, 2024

One such invaluable resource is our strategic partnership with ITR Economics. We believe in the power of data-driven decision-making, and that's why FocusCFO has partnered with ITR Economics to provide all of our associates , including accomplished leaders like Area President Greg Gens , with access to ITR Economics' insights.

Economics 52

Economics 52

Focus CFO

NOVEMBER 10, 2023

Your initial response should be strategically thought out and your early communications will set the tone and positioning for how you can manage and progress the dialogue. Responding to Unsolicited Offers for Your Business What is Causing Unsolicited Outreach from Interested Buyers?

Communication 52

Communication Sales Planning 52

Future CFO

DECEMBER 18, 2022

Business leaders will be expected to focus on strategic initiatives that will help them navigate through future headwinds and position their organisations for long-term growth and competitive success. Many will be expected to take on more responsibilities moving forward. Driving sustainability reporting and accountability.

Economics 98

Economics CFO Leadership Financial Data 98