Polina (Polly) Georgieva

As a financial leader, do you have full visibility into your organization's costs? Bloom Value provides granular cost data and benchmarking to identify areas for improvement. By shining a light on your true costs, you can make data-driven decisions to reduce expenses and maximize profitability. Stop leaving money on the table - partner with Bloom Value for unparalleled cost visibility. #RevenueOptimization #CostBenchmarking #HealthcareFinance #VPRevenue #BloomValue

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Build credibility and trust; and be relevant. Communicate clearly and concisely. Align with the business objectives executives are measured on. As CMA pros, you’re looking to drive real impact through your programs. But everyone hits roadblocks. Don’t let your C-Suite be THAT roadblock. Learn some actionable steps you can take to get them on your side, starting with understanding “what keeps YOUR executives up at night.” Read on….. https://lnkd.in/gWyzHXPy #customermarketing #customeradvocacy #customerledgrowth #

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Don't get caught off guard by unexpected variances in your planning, budgeting, and forecasting (PB&F) processes! When you introduce high flexibility, you can quickly adapt to changing conditions. Scenario planning, monthly reforecasting, and rolling forecasts are key approaches to ensure your plans align with market dynamics. Download our guide and discover how to make PB&F a dynamic and agile process. https://hubs.li/Q02v4wC50 #planning #budgeting #forecasting

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Balance sheets are dangerous in the wrong hands. As CFO you need to help your stakeholders (internal and external) to understand your company's balance sheet. There are many ways a balance sheet can be mis-read. Here is just one of those ways: From must-follow Secret CFO

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In this edition of FutureView Quarterly, we feature the optimal forecasting approach, including cadence and the level of detail to promote accountability across the organization. Other topics include the benefits of accrual accounting for FP&A, an EBITDA deep dive and how to transform your disparate data into actionable insights for stakeholders.

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FP&A professionals, if you’re not walking Accounting through your plans, you’re doing both of your teams a disservice. It might seem basic in nature, but giving the accounting team an understanding of the assumptions and projections that went into your quarterly plan is essential to: 1️⃣ Keeping them connected with the organization. 2️⃣ Ensuring everyone is on the same page about forecasts. 3️⃣ Leaving space for them to add their own knowledge and bolster your work. Communication is key –– and it starts with every team in the finance function.

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What happens without effective Financial Planning & Analysis (FP&A)? If a company does not prioritize FP&A, leaders run the risk of making decisions that are out of alignment with strategic goals at best, and detrimental at worst. By not keeping a clear picture of the business’s financials top-of-mind, leaders lack visibility, which can impede a company’s ability to reach profitability goals, achieve true business efficiency, or even be aware of current financial positioning. Moreover, without FP&A, business leaders are more likely to be off course when it comes to understanding which key performance indicators (KPIs) truly matter to their firm’s success. Without knowing what metrics matter, leaders cannot define success, let alone lead their company toward it. Learn more about the importance of FP&A in this article: https://lnkd.in/gNhPGNxa Blueprint CFO | Future Focused Accounting www.BlueprintCFO.com #blueprintcfo #cfo #cfoinsights #chieffinancialofficer #fractionalcfo #financialplanning #financialanalysis #financialplanningandanalysis #fpanda #accounting #accountants #accountingandaccountants #accountingservices #businessgrowth #data #business #futurefocused #datadriven #kpis #entrepreneurs #entrepreneur #startup #southerncalifornia #socal #inlandempire #losangeles #sandiego #orangecounty #orangecountyca

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🚀 Key Performance Indicators to Measure Your Business Against 📊 1️⃣ Return on Equity: Gauge your profitability against shareholder equity. 2️⃣ Receivables (Conversion): How efficiently you're collecting payments. 3️⃣ Inventory Turnover: Measure how fast your inventory is sold and replaced. 4️⃣ Fixed Assets Turnover: Assess how well you're using fixed assets to generate sales. 🎙️ Listen to our new Under the Iceberg Podcast here 👉 https://buff.ly/44EoODw #BusinessMetrics #KPIs #BusinessGrowth

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In order to be successful, FP&A professionals must be able to clearly and concisely communicate complex financial and operational data to senior management in a way that is easy to understand. Your presentation must be able to answer key questions such as: How is the company performing? What are the key drivers of this performance? And, most importantly, what can be done to improve? The key is to use analysis to extract insights that drive decision-making and use storytelling to effectively communicate those insights.

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Have you had a chance to check out any of our free templates or ebooks? There is a huge selection to choose from, depending on your specific need or interest. In our ASC 842 Transition Guide, perform a rigorous audit with high customer satisfaction.✨ This ebook explains the details of lease accounting as it applies to auditors: 1️⃣ Perform a rigorous audit with high customer satisfaction 2️⃣ Simplify audit procedures and manage audit scope 3️⃣ Increase audit efficiency and scalability 4️⃣ Simplify future audits 5️⃣ Build a more valuable auditor-client relationship 6️⃣ Ensure effective, ongoing accounting policies Curious to dive in? Check out the link in our comments for more information. 👇 #ebook #freeguide #ASC842 #auditors #netgain

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Mastering Financial Planning & Analysis is crucial for entrepreneurs looking to drive business success. Effective FP&A is not just about compliance; it’s about strategically managing your finances to maximize growth and profitability.   By understanding FP&A, you can:   Strengthen cash flow and working capital forecasting Improve performance predictability and strategic decision-making Leverage advanced analytics and data visualization for deeper insights   While some entrepreneurs might find this process complicated, having great financial expertise in your team can ensure accurate financial planning that will help your business grow further.   Explore more by checking out this article:  https://lnkd.in/gSAmw_6s

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What is the outlook of the future financial landscape among decision-makers, and what steps are they taking? Did you know? 48% of financial leaders welcome technology to streamline financial reporting tasks Learn more of the findings of our Financial Outlook survey and see how technology can help today's CFOs. https://hubs.li/Q02tFPz40 #TakeFinanceFurther #CFO #Technology

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Top 3 Reports for Accounts Receivable: 1. Aging 2. Days to Pay (DSO) 3. Forecasting Tabs makes it easy for finance teams, executives, and your board to stay on top of these critical reports. With simple pre-built reports, you'll gain a comprehensive view of your business without wasting time moving data between platforms. Ready for more intelligent AR? Learn more & book your demo: https://lnkd.in/gjfkgQSp #AR #AI #SaaS

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Assess Your Finance Function for Excellence Evaluating your finance function is crucial for driving organizational success. Consider these key areas: 1. Efficiency: Streamline processes to maximize productivity. 2. Accuracy: Ensure financial reporting meets regulatory standards. 3. Strategic Alignment: Align financial goals with broader business objectives. 4. Technology Integration: Leverage advanced tools for data analysis and forecasting. Regular assessments empower finance leaders to identify strengths, pinpoint areas for improvement, and optimize performance. Is your finance function primed for excellence?

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📈 Dive into the evolving world of FP&A with insights from industry leaders in our two part series: FP&A at the Forefront! As CFOs prioritize long-term value creation, modern FP&A teams are stepping up to provide strategic guidance. Follow along and learn how targeted skill-building initiatives are shaping the future of corporate finance. #FP&A #CorporateFinance #ValueCreation #FinancialModeling https://bit.ly/3UVrEkA

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The FP&A Checklist for Period-End Closing reflects a comprehensive approach created from the FP&A advisory councils’ study of varying period-end closing practices. The checklist has five parts: (1) pre-close, (2) reconcile accounts, (3) preparation of financial statements, (4) close finishing steps and (5) FP&A analysis and reporting. Read the checklist: https://hubs.ly/Q02z4xvc0

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🚨 PROBLEM: You’ve inherited all these old FP&A processes, and the team wants to hang on to them – with a bit of a facelift and some automation thrown in. The outcome? Despite spending a fair amount of time and money on a new FP&A solution, you will miss out on the opportunity to adopt faster and more reliable methods to achieve the same results. ➡ SOLUTION: Check out our latest blog, “Why being a stick-in-the-mud can undermine your FP&A implementation,” to find out what not to do and why. Hugh Rainbow Dennis Ten Neville Ray Liam Rafferty Nel Botha #financialplanning #financialanalysis #makingpotentialreality https://lnkd.in/gXN_HDdh

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Join our dynamic Q&A session featuring seasoned leaders in FP&A, corporate finance, and corporate strategy. Discover diverse perspectives on FP&A best practices, with practical tips you can implement right away. From hiring strategies to forecasting techniques and mastering executive presentations, come armed with your questions and leave with a whole new outlook on FP&A excellence! Watch here to know more: 👇 https://lnkd.in/g2CnsDz6 #cfo #fractionalcfo #finance #business #leadership

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Unleash the Power of Your Data: How FP&A Boosts Data Analysis for Strategic Success   In today's data-driven world, organizations thrive on insights. But what if there was a way to supercharge your data analysis?   Our blog explores how Financial Planning and Analysis (FP&A) can be the key to unlocking deeper insights and fueling smarter decision-making. Discover how FP&A refines your forecasts and unearths hidden trends, empowering you to build a winning data-informed strategy.   ➡️ Read the full blog here: https://lnkd.in/g8kxbaE6    #dataanalysis #FP&A #businessstrategy #StratShore

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