CFO Thought Leader

JULY 23, 2025

When Tim Vipond was asked to help rebuild Newmont Goldcorp’s corporate model, the scale was daunting: “20 tabs across… each tab being many hundred rows deep,” he tells us. 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.

Financial Planning and Analysis (FP&A)

The Finance Weekly

NOVEMBER 4, 2024

Financial models might sound intimidating, but let’s break them down in a way that makes sense. Understanding how to calculate CapEx is essential for anyone looking to build reliable financial models, whether you're a seasoned CFO or just starting out in finance. What Is CapEx?

Budgeting

CFO Talks

JUNE 20, 2025

Building robust project finance and internal budget models that continue to guide strategic decisions. Managing full audit functions, raising capital, implementing new accounting systems, and reporting to lenders and boards at several organisations. How do you handle professional challenges? What’s your favourite quote or mantra?

Mergers and Acquisitions (M&A)

CFO Talks

NOVEMBER 11, 2024

Also honored with Standard Bank Eswatini’s BLUE SHEroes Award and recognized by the Eswatini Institute of Accountants. Then I was introduced to accounts in high school, and I just loved the challenge of balancing the balance sheet and cash flows. That just blew me away, it will forever be a pivotal moment in my life.

CFO

The Finance Weekly

FEBRUARY 26, 2025

With its automated workflows, anomaly detection, and in-depth financial modeling tools, the platform aims to help organizations drive smarter financial decision-making while minimizing manual work. Key capabilities include: Scenario Planning Compare various financial scenarios to assess business impact.

Financial Planning and Analysis (FP&A)

CFO Dive

AUGUST 7, 2025

The bulk of his previous experience is in investing, and he has been involved in multiple companies, according to Shift4s 2024 proxy statement. He served as a partner at the investment management firm Searchlight Capital and was a member of the investment team at Oaktree Capital Management, the proxy statement said.

CFO

Creative CFP

NOVEMBER 4, 2021

A key step in assessing the viability of a business plan is forecasting what could be achieved, taking into account as many factors as possible. Enter the Financial Model. For BancX , we factored in banking certification costs, volumes of accounts and cards, interchange fees, interest rates, and platform fees.

Financial Modeling

Creative CFP

NOVEMBER 4, 2021

A key step in assessing the viability of a business plan is forecasting what could be achieved, taking into account as many factors as possible. Enter the Financial Model. For BancX , we factored in banking certification costs, volumes of accounts and cards, interchange fees, interest rates, and platform fees.

Financial Modeling

Spreadym

JULY 14, 2023

Financial models are mathematical representations or frameworks used to analyze the financial performance and make predictions about the future financial outcomes of a business, project, or investment. Financial models can take different forms depending on their purpose and complexity.

Financial Modeling

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)

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 Leadership

APRIL 5, 2023

While most executives easily understand the “soft” skills veterans have developed through the investment of millions of dollars’ worth of training and equipment from the Department of Defense, these same leaders accurately point to what veterans don’t bring – financial acumen.

Financial Modeling

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

CFO News Room

FEBRUARY 5, 2022

Businesses use it to determine which discount rate makes the present value of future after-tax cash flows equal to the initial cost of the capital investment. If an investment will require capital that could be used elsewhere, the IRR is the lowest level of return from the project that is acceptable in order to justify the investment.

Net Present Value (NPV)

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

Musings on Markets

AUGUST 28, 2024

Using valuation to illustrate my point, accounting and legal valuations are mostly rule-based, with the rules sometimes coming from theory and practice, and sometimes from rule writers drawing arbitrary lines in the sand. I went on to make the case that good valuations are bridges between stories and numbers, and wrote a book on the topic.

Valuation

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

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting

CFO News Room

NOVEMBER 16, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Marketing

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)

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. His leadership skills have been honed through years of working strategically with CEOs, executive leadership teams, boards of directors, and building and mentoring diverse teams.

CFO

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)

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting

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

Centage

SEPTEMBER 14, 2021

When it comes to business budgeting and planning, traditional spreadsheets are labor-intensive, prone to errors, and static, so it can be difficult to get a clear view on your current and future financial position. With the fast pace of business change, CFOs need accurate financial information to make informed decisions on the fly.

Budgeting

Musings on Markets

NOVEMBER 15, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. Facebook, I argued, is a corporate autocracy, with Mark Zuckerberg at its helm.

Valuation

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)

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. Strategic financial planning.

Financial Planning and Analysis (FP&A)

E78 Partners

SEPTEMBER 14, 2023

Business Planning and Budgeting (BP&B) is a strategic, operational, and financial management process that organizations use to plan, allocate resources, and manage their business performance effectively. BP&B process and acumen are foundational capabilities, fundamental to achieving an organization’s goals and objectives.

Financial Planning and Analysis (FP&A)

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

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. Resource Allocation: Financial Planning and Analysis helps organizations allocate their resources effectively.

Financial Planning and Analysis (FP&A)

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

Future CFO

FEBRUARY 11, 2020

Angie Lin, co-founder and chief investment officer, Assured Asset Management. 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

CFO Thought Leader

MAY 20, 2024

The approach, Lafouge tells us, reduced the need for additional accountants by 40%, validating the power of efficient teams. With global uncertainties looming, he built a resilient financial model that ensured the company’s survival. Investing in talent development has always been a key part of Lafouge’s philosophy.

CFO

Collectiv

MARCH 5, 2025

Accurate Planning Requires a Single, Integrated Source of Truth Modernized planning is about transforming business processes holisticallyintegrating concepts of financial planning across all departments, whether its HR, supply chain, sales, or operations. The Role of AI AI is more than just a buzzword in data and planning.

Planning

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

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)