CFO Solutions

Houston, we’re ready for Forward Finance! CFO Solutions is excited to be a Contributing Sponsor of OneStream Software’s Forward Finance Forum in Houston on August 27. This event focuses on OneStream's latest Agentic Finance AI innovations and how you can bring the benefits of artificial intelligence back to your finance team. We’re looking forward to exploring OneStream’s AI is transforming planning, close, reporting, and decision-making, and hearing directly from organizations putting these ideas into everyday use. AI is generating plenty of hype across finance. Digging into what’s actually possible, and what separates the organizations turning that potential into measurable results, will be a day well spent. If you’ll be in Houston, we’d love to see you there! Register to attend: https://lnkd.in/eZ_wmnGU #CFOSolutions #OneStream #ForwardFinance #FinanceAI

Our expertise doesn't stop at borders. Today's finance teams need more than software. They need experienced partners who understand the challenges behind every close, forecast, and report. Our UK and European consultants bring extensive EPM expertise to help teams simplify complex financial processes, accelerate reporting, and create a stronger foundation for future growth. No matter where your business operates, we're committed to helping finance teams work more efficiently and make better business decisions. Let's talk about how our European team can support your next finance transformation. #CFOSolutions #FinanceTransformation #EPM #FinancialClose #EMEA

Last chance to register! Finance leaders are being asked to do more than ever: deliver faster data, adapt to changing business conditions, and guide strategy with confidence. Continuous Planning can be an answer. In Wednesday's webinar, Joe Martins from CFO Solutions and Matt Sledge from Planful will discuss how Continuous Planning is helping organizations move beyond static budgeting with rolling forecasts, scenario planning, and more agile decision-making. Wednesday, July 29 | 11:00 AM ET There's still time to register: https://hubs.la/Q04qT2r10 You'll also see a live demonstration in Planful, where they'll walk through how finance teams can: - Build and update rolling forecasts - Compare planning scenarios - Respond to changing business conditions with confidence - Use AI to quickly analyze forecast changes and uncover actionable data Whether you're exploring new planning strategies or simply want to see what modern FP&A looks like in action, we hope you'll join us. #CFOSolutions #Planful #ContinuousPlanning #Forecasting #AI #FinanceTransformation

AI is changing finance, but only when it's paired with the right planning process. That's one of the topics we'll be discussing during our upcoming webinar. Join Joe Martins from CFO Solutions and Matthew Sledge from Planful as they explore how Continuous Planning helps finance teams become more agile through rolling forecasts, scenario planning, and connected decision-making. You'll also see a live demonstration of how AI can help finance teams quickly compare forecasts, understand variances, and surface meaningful information, allowing analysts to spend less time searching for answers and more time driving business decisions. The technology is exciting, but the real value comes from how finance teams use it. Join us to see it in action. July 29 | 11:00 AM ET Register today: https://lnkd.in/eHrD6wrn #CFOSolutions #AIinFinance #FPandA #FinanceTransformation #ContinuousPlanning #Planful

What does Continuous Planning actually look like? In our upcoming webinar with Planful, we're moving beyond theory to demonstrate a real planning workflow. In our demo, we'll show you how to: - Roll forecasts forward as new actuals become available - Compare multiple planning scenarios - Collaborate across Finance and the business - Use AI to accelerate financial analysis Whether you're evaluating planning technology or simply looking to improve your FP&A processes, you'll leave with actionable steps to take back to your team. We'd love to have you join us. Register today, and we'll see you next week. #CFOSolutions #FPandA #Planful #FinanceTransformation

Last week, members of the CFO Solutions team, Shaun Zeldes and Tom Darnall, CPA, visited the OneStream Software headquarters for a day of collaboration and planning around CPM Express. Strong partnerships are built through days like these, and we're grateful to work alongside the OneStream team as we continue to help organizations modernize their finance operations. Thank you to everyone at OneStream for the warm welcome! We're excited to see what the future holds for our partnership. #CFOSolutions #OneStream #CPMExpress #FinanceTransformation

Your forecast shouldn’t become obsolete the moment it’s approved. Business conditions are constantly changing, yet many organizations still rely on planning processes built around a single annual budget. Join CFO Solutions and Planful as we explore how Continuous Planning helps finance teams adapt faster through rolling forecasts, scenario planning, and AI-assisted analysis. You’ll also see these concepts demonstrated in Planful, showing how modern finance teams are planning with greater agility and confidence. Register here: https://lnkd.in/eHrD6wrn #CFOSolutions #Planful #AIinFinance #FinancePro #ContinuousPlanning

Please join us in welcoming Jakub Krajewski to CFO Solutions as our newest IT Analyst in our Board practice! We’re excited to have Jakub on board and look forward to the fresh perspective, energy, and impact he’ll bring to the team as we continue to support our clients. Welcome to the team, Jakub, we're glad you're here! #CFOSolutions

Wishing everyone in the United States a happy Fourth of July weekend! We hope you enjoy the long holiday, take some time to recharge, and spend it with friends and family. Have a great holiday!

Different regions. One shared goal. From North America to Europe to India, CFO Solutions brings together global expertise to help organizations modernize their finance functions and get more value from their EPM investments. No matter where our clients are located, we’re focused on helping them move faster, plan better, and drive stronger outcomes. See how we’re supporting finance teams around the world: cfosolutions.com #CFOSolutions #EPM #FinancePro