E78 Partners

NOVEMBER 12, 2024

Start with high-priority items like accounts receivable (A/R) aging, inventory details, and accrued liabilities—elements that form the basis of early audit steps​. Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness.

Auditing

E78 Partners

NOVEMBER 12, 2024

Start with high-priority items like accounts receivable (A/R) aging, inventory details, and accrued liabilities—elements that form the basis of early audit steps​. Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness.

Auditing

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)

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

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. This enables management to take corrective actions, implement efficiency measures, and evaluate the success of initiatives.

Financial Planning and Analysis (FP&A)

Future CFO

MAY 22, 2024

Jackson Ng “They are responsible for assessing the financial feasibility of digital projects, ensuring their alignment with the company’s overall objectives, and allocating resources efficiently.” For the Ateria Group CFO, financial leaders must take a strategic, flexible, and all-encompassing strategy to lead the digital transformation.

CFO

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)

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. On Oct 17, 2020, I will join a panel discussion on finance & accounting at the IMA Virtual AsiaPac Conference.

CFO

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

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)

CFO News Room

NOVEMBER 1, 2022

And a little bit of accountability, making sure that people are doing their implementation because they’re the ones responsible for it. I can’t open accounts for them. So, we don’t need to write a novel, we just need to say, “Go do this in this account. I can’t do trades for them. Go rebalance this.

Planning

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

The Charity CFO

APRIL 27, 2022

For more nonprofit accounting resources check out www.thecharitycfo.com. And helping organizations understand a little bit more about human behavior and maybe how that impacts fundraising and listen, I’m in the accounting world. And I get anyone listening, like Taha an account to say that, but it really is true.

Nonprofit

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. In our case, they’re held by separately managed accounts, commingled funds, publicly registered vehicles, et cetera.

Mergers and Acquisitions (M&A)

CFO Talks

MARCH 12, 2025

Financial laws and tax rules change often, and if youre not aware of updates, you could make errors that lead to fines or legal trouble. Staying informed also means making better financial decisions, whether its in budgeting, investing, or risk management.

Finance

CFO Talks

MAY 13, 2025

In South Africas volatile environment – where currency swings, regulation, and systemic risk add pressure to every line item – CFOs are not just backroom advisors in M&A. Youre architects, risk managers, value engineers, and post-deal integrators. Do you need an earn-out clause to de-risk assumptions?

Mergers and Acquisitions (M&A)