Future CFO

JUNE 19, 2025

Karl Davies “The second challenge comes from non-accountants trying to use the information to become accountants — again, to create more work for the finance community." Traditional financial analysis skills must be augmented with prompt engineering, data literacy, and AI interaction capabilities.

Financial Planning and Analysis (FP&A)

Musings on Markets

JUNE 2, 2025

Default is particularly expensive when it leads to banking crises and currency devaluations; the former has a longstanding impact on the capacity of firms to fund their investments whereas the latter create political and institutional instability that lasts for long periods. for investment grade (Aaa to Baa1) sovereign debt.

Marketing

CFO Plans

MAY 19, 2025

Open distinct accounts for business transactions and maintain meticulous records. This organization prevents financial mishaps, simplifies tax preparation, and provides clarity for financial analysis, ensuring you’re always one step ahead.

Budgeting

Musings on Markets

FEBRUARY 18, 2025

The first was the response that I received to my last data update , where I looked at the profitability of businesses, and specifically at how a comparison of accounting returns on equity (capital) to costs of equity (capital) can yield a measure of excess returns. Even with this very simplistic example, there are useful implications.

Marketing

CFO Thought Leader

JULY 23, 2025

The model had to account for the intricate economics of mining—from extraction to refinement—and it all had to tie together in a single consolidated NAV model. Clearly, there are other organizations—some over 100 years old—offering training in areas like management accounting. CFOTL: What was the opportunity you saw?

Financial Planning and Analysis (FP&A)

CFO Thought Leader

JULY 23, 2025

The model had to account for the intricate economics of mining—from extraction to refinement—and it all had to tie together in a single consolidated NAV model. Clearly, there are other organizations—some over 100 years old—offering training in areas like management accounting. CFOTL: What was the opportunity you saw?

Financial Planning and Analysis (FP&A)

Future CFO

FEBRUARY 10, 2025

The latest edition of the Ipsos ESG Council report dives deep on the current landscape and the challenges faced by organisations, including the question on how one can measure the return of investments when it comes to this matter. The post Practices to measure the ROI of ESG investments appeared first on FutureCFO.

Investments

CFO Talks

DECEMBER 5, 2024

With over 15 years of experience in financial management, she has held key roles at Nedbank, Imperial Bank, and Regiments Capital, where she developed expertise in corporate finance, reporting, and business strategy. What key skills should a newly qualified accountant develop on their path to becoming a CFO?

CFO

Spreadym

NOVEMBER 23, 2023

OPEX in Financial Analysis is a crucial metric as it reflects the ongoing costs necessary for running a company and generating revenue. OPEX in Financial Analysis Analyzing OPEX is essential because it provides insight into a company's operational efficiency and cost management.

Financial Analysis

Spreadym

OCTOBER 27, 2023

Before: EBITDA looks at a company's financial performance before accounting for interest, taxes, depreciation, and amortization, as these factors can vary significantly between different companies and industries. Comparative Analysis: EBITDA allows for easier comparisons between companies in the same industry or sector.

Financial Analysis

Future CFO

MARCH 14, 2024

Talent shortage among accounting staff continues to persist in many parts of the world including Southeast Asia, with the issue being most felt by small accounting firms that struggle to compete with the big accounting firms: KPMG , PwC , Ernst & Young , and Deloitte.

Accounting

CFO News Room

DECEMBER 22, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. Just as a note of warning, this is my quirky version of accounting, and I don’t follow the accounting script in this class.

Marketing

Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done.

Corporate Finance

CFO News Room

JANUARY 27, 2023

Investing in the stock market, real estate, or crypto has never been easier. Gone are the days when you had to be an expert or work with a stock broker to buy company shares or invest your money. You can invest your money in several ways, with options for every level of risk tolerance and investment understanding.

Investments

CFO News Room

JANUARY 25, 2023

For much of the last two years, rather than teach my classes in a classroom, I taught my classes from my home office, making a few low-cost, low-tech investments to improve my set up. I have always described myself as a teacher , first and foremost, but like many of you, COVID has been a disruptor.

Marketing

Future CFO

JANUARY 22, 2024

The accounting industry is undergoing profound transformation due to rapid technological advancements across all sectors in the market. Changes from manual record-keeping to sophisticated software solutions has undeniably shifted the accounting landscape, bringing in an era of heightened efficiency and accuracy.

Accounting

PYMNTS

MAY 13, 2019

The rise of small business (SMB) accountants as financial advisors to their clients has emerged in parallel with a surge of back-office software solutions. As SMBs embrace cloud-based platforms, data integration across those systems is an integral part of effective accounting solutions.

Accounting

CFO Simplified

DECEMBER 12, 2021

The terms “finance” and “accounting” are often used interchangeably. There are, however, very real differences between finance and accounting. While many business owners look for a CFO to bolster their existing accounting team, here at CFO Simplified, we consider that a CFO would be categorized squarely in the finance category.

Accounting

CFO Plans

AUGUST 16, 2024

Whether you’re a seasoned property mogul or a budding real estate enthusiast, having a solid grasp of the tax implications tied to your investments is essential. This is where expert financial advisors and comprehensive accounting services come into play. Knowing which expenses qualify can save you a considerable amount.

Accounting

CFO Plans

SEPTEMBER 24, 2024

In the ever-evolving landscape of 2024, small businesses must navigate a sea of financial complexities to stay competitive and thrive. Comprehensive accounting solutions are the lifeboat, offering the essential tools and expertise to streamline financial operations.

Accounting

The Charity CFO

MAY 31, 2022

Even on nonprofit financial committees, some members may be skilled in accounting, others in banking, and others in investing or financial analysis. But if you bring zero experience in accounting or financial management to your organization, that’s okay. Step #1: Money In / Money Out.

Nonprofit

Musings on Markets

DECEMBER 21, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. Link to accounting class Just as a note of warning, this is my quirky version of accounting, and I don’t follow the accounting script in this class.

Valuation

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance

Fpanda Club

SEPTEMBER 2, 2021

Planning, budgeting and forecasting are linked together forming financial planning processes. Financial analysis is a type of economic analysis based on the financial data and focused on the assessment of stability and evaluation of profitability of a company, business or project.

Financial Planning and Analysis (FP&A)

Musings on Markets

JANUARY 5, 2024

In pursuit of an answer to that question, I used company-specific data from Value Line, one of the earliest entrants into the investment data business, to compute an industry average. Return on (invested) capital 2. Excess Returns on investments 4. Dividends and Potential Dividends (FCFE) 1. Buybacks 2. Equity Risk Premiums 2.

Valuation

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. That said, to use mean reversion in analysis or investing, you need to know what these averages are, either over time or across companies, and data can help in that pursuit.

Marketing

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. AI is a tool and not a replacement for finance professionals.

Financial Planning and Analysis (FP&A)

Musings on Markets

DECEMBER 15, 2021

For much of the last two years, rather than teach my classes in a classroom, I taught my classes from my home office, making a few low-cost, low-tech investments to improve my set up. The place to start is with accounting. My classroom teaching at Stern has been mostly corporate finance and valuation, to both MBAs and undergraduates.

Corporate Finance

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth. Planning: this is the first stage of every business activity.

Financial Analysis

Future CFO

MAY 1, 2024

For this year’s FutureCFO Awards, we discussed matters of interest and importance with three outstanding financial controllers in their respective industries, asking them what is of significance for and in the role.

Leadership

CFO Plans

SEPTEMBER 24, 2024

Enter affordable virtual CFO services—a game-changer that offers scalable financial strategies tailored specifically for startups. Discover affordable virtual CFO services that can transform your startup’s financial management today. Learn more about cloud-based accounting solutions today.

Startups

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.

Financial Planning and Analysis (FP&A)

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help.

Financial Planning and Analysis (FP&A)

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Businesses are really seeking ways to harness data to leverage their data.

Finance

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers. Marrying Tech With Accountants.

Numbers

The Charity CFO

JUNE 7, 2023

Statement of Activities Financial Uses Assessing Revenue Sources : Analyze the various revenue sources of a nonprofit, such as donations, grants, program fees, and investment income. This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. accounts payable, loans).

Nonprofit

Future CFO

DECEMBER 6, 2023

Coming out from a period of significant opportunistic investments, the focus is on reaping the benefits from those capital expenditures and ensuring the Group maintained its momentum to prepare properly so that we are in the right position when the market recovers,” said Maniego-Eala.

CFO