CFOs Focus on AI, Data Security, and Strategic Planning Amid Economic Uncertainty

Menlo Park, California. September 9, 2025 / Prnewswire / – In a rapidly changing economic environment, CFOs and financial teams are prioritizing AI adoption, pricing impacts, and data security as they prepare for 2026. This insight emerges from the annual Global Survey on Financial Trends conducted by Protiviti, revealing the pressing challenges faced by financial leaders today.

AI Adoption on the Rise

The survey indicates a substantial increase in the use of AI tools among financial teams, which more than doubled from 34% in 2024 to 72% in 2025. This surge underscores the growing recognition of AI’s ability to enhance various financial functions. Key applications identified include:

• Process Automation (66%): Streamlining repetitive tasks to boost efficiency and minimize errors.
• Financial Forecasting (58%): Leveraging AI to enhance budgeting and planning accuracy.
• Risk Assessment and Management (57%): Utilizing advanced analytics for proactive financial risk mitigation.

The Shift in Financial Leadership Role

According to Christopher Wright, Global Leader in CFO Solutions at Protiviti, financial directors are evolving beyond mere guardians of capital. “They are employing scenario planning, AI, and digital modernization to drive innovation and proactively prepare for future challenges,” he stated. This shift signifies a transformative role where CFOs are at the forefront of strategic decision-making.

Addressing Pricing Volatility through FP&A

Pricing fluctuations and changing trade policies significantly impact financial planning and analysis (FP&A) practices. The survey reveals that 39% of financial leaders feel their FP&A requires heightened attention due to these price dynamics. Specific impacts include:

• 64% report moderate impacts on financial forecasting capabilities.
• 62% indicate pricing influences reporting and accuracy.
• 59% acknowledge that global profitability is affected by external factors.

Emphasis on Collaboration and Resilience

In response to pricing challenges, 60% of organizations focus on strengthening communication with suppliers, while 52% aim to enhance supplier risk management. This approach emphasizes resilience through collaboration rather than major structural overhauls. Additionally, FP&A is increasingly viewed as a strategic asset, driving investments in:

• Machine Learning Models: To gain insights into performance influencers.
• Predictive Analytics: For informed decision-making.
• Self-service Reporting: Allowing professionals to access data independently.

Cybersecurity and Data Governance Challenges

For the second consecutive year, data security remains a paramount concern for CFOs. The integration of AI introduces opportunities but also substantial cybersecurity risks. Financial leaders are increasingly collaborating with Chief Information Officers (CIOs) and Chief Information Security Officers (CISOs) to modernize technological frameworks, enhance cybersecurity measures, and develop governance frameworks to manage operational and reputational risks.

Conclusion: Navigating Uncertainty with Strategic Planning

As the financial landscape evolves, CFOs are adapting to rapid changes by prioritizing AI adoption, bolstering data security, and focusing on strategic planning. Their expanded role is crucial in helping organizations navigate uncertainties, fostering growth and innovation in the digital era.

Explore the Survey Findings

The results of the Protiviti 2025 Financial Trends Survey are available for exploration on the company’s website. A complete PDF report, including recommended action items and infographics, can also be downloaded. Protiviti will host free webinars on September 23, October 16, and November 11 to discuss the survey insights. Register here.