CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Risk Management: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

JANUARY 21, 2024

Problem 1: Using Old and Cumbersome Excel Models Many of us have developed a financial reporting process that uses workarounds for limitations in our ERP software and to ensure we can meet our deadlines without accidentally breaking something. These legacy financial models typically appear overly complicated.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team.

CFO 52

CFO Problem Solving Budgeting Communication 52

The Finance Weekly

NOVEMBER 20, 2023

Risk and Expenses Management AI-driven , tools for risk management empower FP&A leaders to evaluate and address risks more efficiently. These tools examine factors such as market changes, regulations, and credit risks to pinpoint potential threats to financial performance.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

SEPTEMBER 30, 2022

Furthermore, the risks and the costs of a cyber incident were difficult to quantify and present in financial models. Phillip Ivancic : I think this perception generally stems from the fact that for long-time cyber security control, and cyber terminology, were often presented in very technical ways. Phillip Ivancic.

CFO 52

CFO Budgeting Securities Investments 52

Future CFO

OCTOBER 11, 2020

Risk Management. We’ve done scenario planning and stress tests to anticipate the impact on financials models, translating risks into recommendations to business actions. FutureCFO: How’s the finance team working together now? What have you learnt from it ?

CFO 40

CFO Forecasting Finance Financial Modeling 40

CFO Simplified

DECEMBER 12, 2021

Overseeing risk management. CFOs are part of the company’s internal finance team just as bankers, and CPAs, are part of the company’s external finance team. What are the Corporate Functions of the Roles of Finance vs. Accounting? . Roles and Responsibilities in the finance department include: . Business fundraising/borrowing.

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies.

CFO 52

CFO Communication Finance Budgeting 52

Spreadym

SEPTEMBER 27, 2023

Risk Management: CPM also involves identifying and managing risks that could affect the achievement of strategic goals. This includes assessing financial risks, market risks, and operational risks.

SAP 59

SAP Budgeting Forecasting Auditing 59

The Finance Weekly

JULY 19, 2022

FP&A teams are responsible for a variety of activities, including periodic financial close and consolidations, strategic and annual planning, monthly forecasting, cash flow forecasting, financial reporting, financial modeling, and what-if scenario planning and analysis. Risk Management.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96

The Charity CFO

APRIL 27, 2022

Tosha Anderson: Well, you know, being an account and I’m a data person, a systems person, it’s like everything has to boil down to some sort of, you know, financial model or science. So great, great point that you brought up. And I get anyone listening, like Taha an account to say that, but it really is true.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

The Charity CFO

APRIL 15, 2022

I did risk management. And there’s the other 20% of us that really like financial modeling and yeah. My official title was actually director of business and finance, which if anybody’s listening, you know what that means? I did all of the things I did accounting. I did, um, quality insurance.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

CFO News Room

NOVEMBER 1, 2022

And I get many more questions about implementation than I do maintaining a financial model. College planning, retirement planning, investment planning, risk management planning, long-term disability, life insurance. But most people are then more focused on what implementation looks like. What does that look like?

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

APRIL 4, 2023

So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. I can remember the days at Drexel, we were all in the bullpen. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56