The CFO College

AUGUST 31, 2021

If company owners don’t have a realistic view of their financials and are not set up for capital raising, reports, and tax prep, their dream may fade away before they ever get a chance to open their doors. As an accountant or bookkeeper, you can help prevent startups from going under or losing profitability.

Startups 81

Startups Accounting General Ledger Forecasting 81

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) 59

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

CFO Leadership

APRIL 5, 2023

For transitioning veterans, a foundational understanding of Finance and Accounting is a gap that must be closed. Chamberlain helps veterans address this crucial technical skill through financial modeling certifications. Most veterans’ Excel knowledge is limited to pivot tables and V-lookups.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

CFO Thought Leader

MAY 8, 2024

Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to handle pressure and complexity—a foundational skill for any leader. CFOTL: Tell us about Dwolla … what does this company do, and what are its offerings today?

CFO 52

CFO Financial Modeling Forecasting Finance 52

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions.

Financial Planning and Analysis (FP&A) 130

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

The Finance Weekly

SEPTEMBER 10, 2023

The data in a company's financial statements is crucial for corporate accounting. It's examined by management, investors, and lenders to understand the company's , finances and calculate important financial ratios. These ratios reveal how well the company is doing financially and any problems that might need fixing.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

The Finance Weekly

OCTOBER 8, 2023

Today, small businesses can use software to enter their income and expenses, , set financial goals , and monitor their progress instantly. Some software can even integrate with accounting systems to further streamline financial management. You can create models using variables and plain-English formulas, saving time and effort.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Forecasting 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. For several years, Jose was Director to the Board of the Venezuelan American Association of Texas (VAAT), a 501(c)(3) organization promoting the Venezuelan culture in Texas.

CFO 52

CFO Auditing Leadership Financial Modeling 52

The Finance Weekly

JANUARY 21, 2024

When you’re making small-talk with someone who isn’t in finance or accounting about how work is going, and they answer with “busy,” do you ever question how hard it really is? They have a five person accounting team who spend an unwieldy amount of time dumping data from NetSuite into Excel. All involving Excel data manipulation.

Financial Planning and Analysis (FP&A) 40

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

E78 Partners

SEPTEMBER 14, 2023

Whether you view it as a validation of your strategies or an avenue for enhancement, it’s the key to unlocking unparalleled organizational alignment, accountability, and performance momentum. The BP&B Health Check isn’t just an evaluation tool; it’s the compass for leaders to chart the next course.

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 23, 2023

Driver-based budgeting definition Driver-based budgeting/forecasting is a financial planning approach with two major components. The first step in building a driver-based financial model is to identify the key drivers that significantly impact a company’s financial performance. Book a demo today.

Budgeting 52

Budgeting Planning Forecasting Financial Modeling 52

E78 Partners

AUGUST 15, 2023

In the dynamic landscape of modern business, Financial Planning and Analysis (FP&A) has evolved from a conventional accounting function to a strategic partner that steers organizations towards growth, profitability, and free cash flow.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

MAY 26, 2023

Expense tracking: The budgeting software allows users to track and categorize corporate expenses, either by manually entering transaction details or by integrating with other sales software and bank accounts to automatically import transaction data. It provides a comprehensive suite of tools for financial planning and analysis.

Budgeting 52

Budgeting Forecasting Financial Modeling SAP 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

Centage

DECEMBER 21, 2023

Some of our customers chose Centage because performing the type of granular forecasting and reporting that the CFO or other leadership required would have required hiring additional accounting staff just to perform manual calculations and inevitably find & fix Excel formula errors. “My

Budgeting 52

Budgeting GAAP Forecasting CFO 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

The Finance Weekly

AUGUST 5, 2023

Your Future in FP&A: Navigating the Varied Career Paths Typically, , Financial Planning and Analysis are integral parts of a comprehensive financial management system, which also includes accounting, revenue and cash flow management , governance, risk, and compliance (GRC), along with other core financial processes.

Financial Planning and Analysis (FP&A) 52

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

Michigan CFO

JUNE 7, 2023

Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. CFOs play a pivotal role in strategic decision-making, ensuring the financial health and stability of the business. What qualifications do you need to be a virtual CFO?

CFO 52

CFO Problem Solving Budgeting Communication 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.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

DECEMBER 22, 2022

If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

Fpanda Club

APRIL 11, 2021

Whether in a startup or in a well-known corporation, it is hard for FP&A practitioners to avoid building financial models of these 3 basic financial statements. In this case financial models and scenarios can be simplified based on the trade-off between details/level of accuracy and speed. HOW TO DEAL WITH.

Financial Planning and Analysis (FP&A) 130

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

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.

Leadership 40

Leadership Financial Modeling Forecasting Financial Data 40

Fpanda Club

APRIL 18, 2022

In this context your product should stand out to attract the customer’s attention: financial models should be user-friendly and easy to understand, reports - present information in a concise manner with a strong emphasis on valuable insights. Hear: This quadrant focuses on what a user hears and how it is influencing them.

Financial Planning and Analysis (FP&A) 130

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

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.

Technology 52

Technology Financial Modeling Forecasting Planning 52

Jedox Finance

SEPTEMBER 10, 2020

This allows CFOs to stay laser-focused on triggers and initiatives that account for most of their business value. For dynamic forecasting to work effectively, CFOs need a scenario and modeling platform that supports real-time data updates. It combines financial data, customer, and sales data with operational data at scale.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

CFO Share

JULY 8, 2021

A rolling 13 week cash flow model is updated weekly by your CFO, accounting team, and management in a collaborative session. Best practices for cash management using a rolling 13 week cash flow model are: Accounting updates the outflow section to include all bills, payroll, and debt service payments. Reductions in force.

Cash Flow Forecasting 59

Cash Flow Forecasting Forecasting CFO Accounts Payable 59

BlueLight

AUGUST 21, 2020

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. While at PWC I started writing business plans and creating financial models for startups. Accounting ?—?Many

Planning 52

Planning Marketing Startups CFO 52

E78 Partners

JULY 19, 2023

Through insightful financial analysis and trend forecasting, we offer invaluable insights that drive performance and ensure financial stability. Our financial modeling capabilities are designed to cater to the specific needs of each organization, offering a clear understanding of how operational choices impact financial outcomes.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

NOVEMBER 20, 2023

These tools examine factors such as market changes, regulations, and credit risks to pinpoint potential threats to financial performance. Machine learning models can analyze expense data, recognize patterns, and offer insights to help FP&A leaders enhance their expense management procedures.

Financial Planning and Analysis (FP&A) 52

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

Musings on Markets

DECEMBER 21, 2022

Pre-game Prep If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

Future CFO

OCTOBER 11, 2020

We’ve done scenario planning and stress tests to anticipate the impact on financials models, translating risks into recommendations to business actions. On Oct 17, 2020, I will join a panel discussion on finance & accounting at the IMA Virtual AsiaPac Conference. Risk Management. What have you learnt from it ?

CFO 40

CFO Forecasting Finance Financial Modeling 40

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.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Spreadym

JUNE 6, 2023

This allows for seamless data integration, ensuring that financial forecasts are based on accurate and up-to-date information. The platform allows users to flexibly setup the structure of data storage and calculation models in a configuration that will totally meet the needs of business and accounting methodology.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Jedox Finance

JUNE 14, 2023

By acknowledging and quantifying uncertainty, organizations can make informed decisions that account for a wide range of possibilities. Rather than relying solely on deterministic approaches, incorporate probabilities into scenarios or utilize techniques such as Monte Carlo simulations to analyze a distribution of potential outcomes.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

APRIL 15, 2022

During the “Great Recession,” nonprofits have lost their accountants and financial directors at record rates. At the same time, hundreds of nonprofits are waking up to realize that the financial structure they’ve always relied on doesn’t work as well any more. So why do accountants leave nonprofit organizations?

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Future CFO

AUGUST 6, 2020

This allows CFOs to stay laser-focused on triggers and initiatives that account for most of the business value. For dynamic forecasting to work, CFOs need a scenario and modelling platform that supports real-time data updates. It combines financial data, customer, and sales data with operational data – at scale.

CFO 40

CFO Forecasting Budgeting Financial Modeling 40

CFO Talks

MARCH 14, 2024

The CFO can lead initiatives to implement systems that provide a unified view of the organization’s performance, making it easier for all departments to align their actions with the company’s financial and strategic objectives. Building Flexible Financial Models: The ability to quickly adapt to changes is a competitive advantage.

Prioritization 52

Prioritization CFO Leverage Risk Management 52