Future CFO

AUGUST 16, 2020

A good financial analyst follows certain procedures and discipline This article will explain major errors made with financial modelling and how to avoid them. Register now for a free account! Accessing FutureCFO Premium Content. To access Premium content and more, please login below. Not a Premium member yet? Remember Me.

Financial Modeling 52

Financial Modeling Accounting Finance Financial Analyst 52

CFO Leadership

APRIL 5, 2023

We’ve gathered a panel of CFOs and business leaders on how they succeed in bringing veterans into their organization and use finance training as the catalyst.) Even military personnel who have finance and budgeting as their job specialty aren’t practicing private sector finance principles and concepts. The contrast is stark.

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Financial Modeling Leadership Finance CFO 95

Future CFO

AUGUST 18, 2020

Building a financial model with Excel is a complex task. Register now for a free account! With so many considerations to make, you will likely make certain errors. Follow these simple rules to avoid errors. Accessing FutureCFO Premium Content. To access Premium content and more, please login below. Not a Premium member yet?

Financial Modeling 52

Financial Modeling Accounting Finance 52

Fpanda Club

APRIL 18, 2022

FP&A team’s internal customers expect finance professionals to be more interactive and be able to communicate information and insights in the most efficient way. Here is an example of a persona built to meet the needs of key account managers as potential internal customers of the FP&A teams.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

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Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

CFO Thought Leader

MAY 20, 2024

Back in 2001, Lafouge stepped into a pivotal finance leadership role with Technip, a technology provider to the energy industry. At Spendesk, he faced the task of restructuring the finance organization to support rapid growth. Our comprehensive spend management platform is very easy to implement for the finance team.

CFO 52

CFO Leadership Restructuring Finance 52

CFO Thought Leader

MAY 8, 2024

Lawrence Herman’s path to becoming a CFO unfolded through a series of experiences that changed his understanding of the finance world, beginning with his initial role at Goldman Sachs. Herman: As an A2A—account-to-account—payments company, Dwolla provides solutions to our clients to help them to facilitate cheaper and faster payments.

CFO 52

CFO Financial Modeling Forecasting Finance 52

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. As a result, every company sought financial clarity. Source: FutureCIO-AFP, 2021.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Spreadym

OCTOBER 3, 2023

FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

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Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

The Finance Weekly

OCTOBER 8, 2023

To handle these challenges well, it's crucial to plan carefully and use efficient tools for managing finances. Budgeting software can greatly help by , automating financial tasks , making processes more efficient, and leading the business toward long-term success. Managing a small business comes with many challenges.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Forecasting 52

Centage

OCTOBER 23, 2023

Driver-based modelling allows finance teams to nimbly adjust resource allocations and fine tune financial forecasting around the core drivers of the business. Driver-based budgeting definition Driver-based budgeting/forecasting is a financial planning approach with two major components. Book a demo today.

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Budgeting Planning Forecasting Financial Modeling 52

VCFO

MAY 30, 2022

Jose is a senior finance professional with more than 30 years of experience in financial management roles in manufacturing and international energy ventures. Joining vcfo’s Houston market as a Consulting CFO is Jose Perez-Bello. Jose is fluent in both English and Spanish. About vcfo.

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CFO Auditing Leadership Financial Modeling 52

CFO News Room

DECEMBER 22, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023. Just as a note of warning, this is my quirky version of accounting, and I don’t follow the accounting script in this class.

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Marketing Valuation Corporate Finance Finance 130

Future CFO

MAY 22, 2024

The role of chief financial officers has long been evolving, especially following the drastic changes brought about by the advent of the COVID-19 pandemic. Strategic finance management plays a pivotal role in the efficacious integration of digital technology, augmenting operational efficiency and propelling sustained growth,” Waty says.

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CFO Leadership Risk Management Communication 52

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

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Financial Planning and Analysis (FP&A) Financial Analysis Forecasting Budgeting 52

Centage

SEPTEMBER 11, 2023

Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis. Improving Accountability Fostering accountability within your organization is another big advantage budget vs actuals analysis gives you.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Fpanda Club

APRIL 11, 2021

This article explores the most common myths surrounding the financial planning and analysis function, its key activities and outputs which many FP&A stakeholders believe in. The current transformation of the finance function and FP&A processes may become the perfect time to move away from outdated beliefs and practices.

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Financial Planning and Analysis (FP&A) Forecasting Budgeting Financial Modeling 130

Musings on Markets

DECEMBER 21, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

Jedox Finance

JUNE 14, 2023

As macroeconomic factors continue to disrupt the market, finance teams face mounting pressure to proactively anticipate and prepare for potential events rather than reacting to events as they unfold. Finance teams may need to apply various statistical methods, such as regression, to evaluate how relevant the data is for the model.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Analyzing Data Finance 52

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. What Do Virtual CFOs Do?

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CFO Problem Solving Budgeting Communication 52

Future CFO

SEPTEMBER 17, 2023

The job of managing a corporation’s cash flow typically falls to its FP&A team and its Chief Financial Officer (CFO). Corporate Finance Institute According to the Association of Finance Professionals , many of the skills that make FP&A a strategic partner to the business lead well into the skills that make the CFO a trusted advisor.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO SAP Leadership 52

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health.

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Planning Marketing Startups CFO 52

CFO Talks

MARCH 19, 2024

Let’s break down what CFOs need to do to be successful in this expanded role: Crafting and Sharing a Finance Vision A successful CFO starts with a clear finance agenda, pinpointing both immediate goals and long-term objectives.

CFO 52

CFO Communication Finance Budgeting 52

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. Embracing these tools can transform the finance function from a traditional cost center into a dynamic, value-adding component of the business.

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Prioritization CFO Leverage Risk Management 52

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. Grace Lim (pictured), CFO at KK Women's & Children's Hospital (KKH) in Singapore shared with FutureCFO audiences how female finance executives could become CFOs. This article is part of FutureCFO's Female Leadership in Finance Series.

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Healthcare CFO Leadership Finance 52

Future CFO

OCTOBER 20, 2021

The CFO role requires certain traits and skills, said Woranat Dumrongsiri (pictured), Country CFO, Deloitte Thailand and Deloitte Laos during an interview with FutureCFO for the publication’s Female Leadership in Finance Series. Future CFO: When did you start to become interested in finance? How would you want that to change?

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CFO Leadership Finance Problem Solving 52

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. They develop financial models that simulate various scenarios and assess the outcomes on key financial metrics.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. There is little argument that some of the leaders in cloud accounting tools are Xero and Intuits QuickBooks Online. Financial Modeling. Crystal ball.

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Technology Financial Modeling Forecasting Planning 52

Future CFO

OCTOBER 11, 2020

Angeline Chua, Chief Financial Officer & Chief Operating Officer, IBM ASEAN shared with FutureCFO what she did and how her learning during this period would change the way her finance team works. . FutureCFO: How’s the finance team working together now? Business pipelines. What have you learnt from it ?

CFO 40

CFO Forecasting Finance Financial Modeling 40

Jedox Finance

SEPTEMBER 10, 2020

They have reduced fixed costs, changed leasing arrangements, and provided financing measures as lifelines for high-grade suppliers suffering a catastrophic reduction in cash flow. This allows CFOs to stay laser-focused on triggers and initiatives that account for most of their business value.

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CFO Forecasting Budgeting Financial Modeling 69

Future CFO

FEBRUARY 11, 2020

He or she must also review all formal finance, HR and IT related procedures. Angie Lin, co-founder and chief investment officer at Assured Asset Management adds that the CFO has to look beyond the traditional approaches towards managing the finances of the company – be open to new ways of doing things.

CFO 52

CFO Financial Modeling Finance Economics 52

BlueLight

MAY 1, 2020

Early-stage startup: Focused on finding product market fit, limited financial information to work with. The CEO outsources accounting to a third-party accounting firm and may conduct simple FP&A. The Controller is responsible for accounting and financial reporting. This may not always be the case.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

E78 Partners

MARCH 1, 2023

” E78 Partners worked with Aurora’s accounting and IT teams to design and build reports from the ground up in Microsoft Power BI. Development of enterprisewide, three-statement integrated, driver-based financial model with a fully integrated back-end. The post Legen-Dairy Data appeared first on E78 Partners.

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Leadership Financial Modeling Forecasting Financial Data 40

Jedox Finance

AUGUST 13, 2019

Finance professionals generally tend to be risk averse. How does Finance keep up? Remember to think about your finance team, your finance leader peers both cross functionally and externally. ” So lastly, hold yourself and your finance team accountable for “doing what you said” to embed the new mindset.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Finance CFO 52

The Finance Weekly

AUGUST 30, 2022

FP&A is no longer a separate entity that works only with the finance department. After taking all of these unique considerations for small businesses into account, our team at The Finance Weekly has compiled a list of the 5 best FP&A solutions for small businesses. But all of that has changed. , 2 Prophix. Conclusion.

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Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

Adam Kae

SEPTEMBER 24, 2020

In short, we translate your finances to English so you can focus on running your practice while we take care of the rest! CFO - Chief Financial Officer. CFOs are the head of the finance department. Even if you think your practice isn't big enough to have a finance department, a CFO can simplify your finances!

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

Cube Software

MAY 11, 2023

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. What will our finances look like?"

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40