Introduction CFOs have invested heavily in building sophisticated finance technology stacks. ERP systems capture every transaction, automation tools streamline workflows, FP&A platforms support planning, and BI solutions visualize performance. Treasury and compliance tools ensure oversight. Yet despite all of this, most finance teams remain anchored to the most familiar tool of all: Excel. Surveys show […]
CFOs have long relied on toolkits that explain the past — but today’s challenges demand a strategic compass. In this episode, we explore how AI and industry benchmarking are transforming finance strategic planning, helping leaders move from reactive historians to proactive navigators. Learn how to spot roadblocks, align strategy with foresight, and chart a course […]
Introduction In many boardrooms, the CFO presents a forecast with confidence — only to face a CEO who nods politely but privately wonders, “Do I really believe these numbers?” It’s not mistrust of the person. It’s mistrust of the process. Why? Because too many forecasts are built inside an internal echo chamber — numbers informed […]
Introduction Six months ago, your forecast looked solid. The plan was ambitious but reasonable. The board approved it. The teams aligned around it. And then… reality happened. Now it’s mid-year—and the numbers are in. Growth is off pace. Costs aren’t behaving. Cash isn’t moving the way it should. What felt like confidence in January now […]
Introduction When the CEO of a $500M manufacturing company announced a major acquisition at the quarterly leadership meeting, it was intended as a bold growth move—one that would expand market share and accelerate revenue by 20%. But the announcement also caught the CFO off guard. The deal had been in informal discussions for weeks, yet […]
Introduction In today’s volatile environment, forecasting is no longer just a finance function—it’s a survival skill. Yet many organizations are placing unprecedented trust in AI-generated projections without validating the assumptions beneath them. Forecasts are built faster than ever. But speed has come at a cost: strategic blind spots, inflated expectations, and unrecognized financial risk. The […]
Introduction Boards don’t just want numbers—they want meaning, relevance, and context. A forecast with no benchmark is a guess. A performance report without a peer comparison is a missed opportunity. And a strategic plan without industry validation is a risk. Benchmarking changes the conversation from “here’s what we think” to “here’s how we compare, and […]
Introduction At the start of the year, the CEO’s mandate was bold and crystal clear:Grow revenue by 15% — no additional headcount, no margin erosion. The Board was aligned, leadership bought in, and early results suggested the plan was working. But by mid-year, the story changed. Revenue was close to target, yet cash was tightening. […]
Introduction Artificial intelligence is revolutionizing financial forecasting. From dynamic revenue models to automated scenario planning, AI-powered tools promise greater speed, precision, and responsiveness than traditional methods ever could. And in many ways, they deliver. But buried in all that power is a growing blind spot—one that FP&A leaders and CFOs can’t afford to ignore: An […]
Introduction In the high-stakes world of sell-side mergers and acquisitions (M&A), robust growth can capture buyer interest, but financial weaknesses uncovered during due diligence can significantly undermine valuations. Financial GPS™, powered by CxO Analytics, equips companies to strengthen their financial foundation before entering the market, ensuring they achieve premium outcomes. This case study explores how […]
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