CFO Plans

NOVEMBER 18, 2024

By demonstrating a commitment to accountability, organizations can significantly boost stakeholder confidence. Discover How to Lead with Financial Accountability. Implementing strong corporate financial governance ensures that financial disclosures are both trustworthy and reliable.

Communication

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. CFOs, controllers, and management accountants must embrace agility and foresight to thrive in this dynamic environment. This doesn't necessarily translate to job losses, but rather a shift in required skills.

Finance

E78 Partners

NOVEMBER 12, 2024

By proactively managing your “prepared by client” (PBC) list, you can structure documentation to align with audit testing phases – as mentioned in our previous post , preparing for a financial audit. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing

CFO Talks

NOVEMBER 29, 2024

Accountability is another key component. The AFE lays out clear lines of responsibility, documenting who approved what and ensuring departments are held accountable for financial decisions. Balancing these demands requires careful planning and prioritization. million annually.

Finance

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? According to Gartner, 53% of organizations do not fully achieve their strategic objectives, often due to poor planning. Automate data collection for consistent reporting.

Financial Planning and Analysis (FP&A)

CFO Talks

DECEMBER 11, 2024

For example, is it delivering error-free financial reports? When you know what youre aiming for, you can create a focused plan to get there. Create a Culture of Accountability Accountability is a big part of achieving high standards. Providing actionable insights to the leadership team?

Finance

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A)

CFO Talks

NOVEMBER 29, 2024

These experiences introduced me to the broader business world and significantly accelerated my career. Following my articles, I moved into the corporate sector as a Group Accountant at Datacentrix, gaining insight into private sector finance. What key skills should a newly qualified accountant develop on their path to becoming a CFO?

CFO

The Finance Weekly

DECEMBER 2, 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)

E78 Partners

MARCH 3, 2025

Despite these favorable conditions, successful IPOs require meticulous preparation, robust financial reporting, and a governance framework that instills investor confidence. Companies must ensure they are operationally, financially, and strategically ready for the transition to public markets.

Financial Planning and Analysis (FP&A)

The Finance Weekly

OCTOBER 29, 2024

The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning. Forecasting - Estimating future financial outcomes based on historical data.

Financial Modeling

CFO Talks

JANUARY 8, 2025

For example, reviewing your accounts receivable terms can uncover opportunities to accelerate payments from customers. Embrace Scenario Planning No one can predict the future, but planning for multiple outcomes can make your business adaptable. For example, imagine a sudden 20% increase in raw material costs.

Economics

CFO Talks

JULY 25, 2025

You are expected to provide clear advice on issues like expansion plans, capital structure, and financial resilience. You are responsible for financial reporting accuracy, compliance with accounting standards, system integrity, and managing financial risks. Finance is about more than reporting.

Leadership

Global Finance

AUGUST 5, 2025

” Raphael Savalle , former CFO at Weleda Firms using AI in accounts payable, for example, are enjoying at least a $3 million return on investment (ROI) over five years from improved forecasting and stronger fraud prevention, according to the report. .” “It’s not about replacing human judgment but extending it.

Finance

The Charity CFO

JANUARY 22, 2025

Financial Management Moving from basic bookkeeping to GAAP-compliant accounting became necessary as the organization grew. Blackwell is now focused on developing more sophisticated financial management skills. About The Charity CFO We are an accounting partner that truly understands nonprofits. Get the free guide!

Nonprofit

CFO Talks

JUNE 3, 2025

He instructs his managers to spend no more than 10 percent of their time on accounting and the rest interpreting what the numbers mean. This model resembles Unilevers finance transformation where predictive analytics freed up 30 percent of finance teams time for scenario planning and business partnering. This echoes global HR trends.

Leadership

CFO Talks

AUGUST 6, 2025

But in the back of your mind, you know the hard work starts now, because you, as CFO, are the one who must bring order to financial chaos in a world that speaks many accounting languages, follows different rules, and operates on different calendars. Before setting up shop, understand: Which financial reporting standards apply (e.g.

Foreign Exchange

Musings on Markets

DECEMBER 11, 2024

I had taken a job as a teaching assistant, almost entirely because I needed the money to pay my tuition and living expenses, and in a subject (accounting) that did not excite me in the least. The accounting, statistics and foundations classes are only in online format , on my webpage, and they are free.

Valuation

CFO Simplified

NOVEMBER 12, 2024

They needed an interim Controller to put their accounting team back on track. The accounting manager left three months ago to work for a company with younger people. The accounting manager left three months ago to work for a company with younger people. Their AR and AP accounting staff had been replaced twice in the past year.

Invoicing

Future CFO

JUNE 19, 2025

Harmonising financial reporting and compliance Finding the balance between financial reporting and compliance across multiple jurisdictions, while trying to comply to global standards such US GAAP and IFRS with local tax regimes and regulatory requirements without overburdening local teams can be such a huge task for many organisations.

Finance

CFO Talks

JUNE 4, 2025

Financial reports, investor calls, public updates, and even interviews all feed into the broader narrative about a business. On the contrary, credibility grows when a CFO can admit that performance is down, explain why, and walk stakeholders through the plan to recover. They focus on building cultures of accountability.

CFO

CFO Talks

JUNE 20, 2025

I review financial news, plan key objectives for the day, and enjoy a quiet coffee to set my focus. Serving as Group Head of Reporting (UK) at Liquid Telecom, where I helped standardise reporting across regions. What key skills should a newly qualified accountant develop on their path to becoming a CFO?

Mergers and Acquisitions (M&A)

The Charity CFO

FEBRUARY 13, 2025

What well explore in this blog are three important takeaways: Key Takeaways Financial Red Flags : Nonprofits should be vigilant about red flags such as insufficient unrestricted funding and low cash reserves. Importance of Cash Flow : Understanding cash flow is crucial for maintaining operational stability and planning for future growth.

Nonprofit

CFO Talks

MAY 29, 2025

Reporting Rules That Make or Break Your Reputation Financial reporting is often thought of as the final step in the business process, the box to tick at the end of the quarter or financial year. They understand that reporting, when done right, is not just a reflection of past performance. But that time has passed.

IFRS

E78 Partners

MARCH 28, 2025

Enhanced supply planning can cut inventory levels by 5% to 20%, reducing write-offs and improving margins by an additional 25 to 50 basis points. In 2024, add-on acquisitions accounted for 40% of total PE buyout deal value ( McKinsey & Company )the second-highest ratio in a decadesignaling a strategic push for consolidation-driven growth.

Mergers and Acquisitions (M&A)

CFO Talks

JUNE 18, 2025

When there are compliance risks, cash flow problems, or gaps in accountability, bringing control into a smaller, more focused team can help create order and reduce risk. Giving them control over budgets, hiring, pricing, and strategy makes them more accountable and more motivated. The finance team must bridge that gap.

CFO

E78 Partners

MARCH 21, 2025

It ensures financial, operational, technological, and cultural alignment to maximize deal value and minimize disruption. A well-defined PMI model typically includes: Pre-Integration Planning: Establishing objectives, leadership alignment, and an integration roadmap before the deal closes.

Leadership

CFO Talks

MARCH 5, 2025

Keep track of reporting deadlines Use a compliance calendar so you never miss a submission. Follow standard accounting rules In most industries, this means using IFRS (International Financial Reporting Standards) or IFRS for SME (International Financial Reporting Standard for Small and Medium-sized Entities) to prepare financial statements.

IFRS

The Charity CFO

APRIL 1, 2025

This isnt just a checklistits a proven framework for building a financially strong, scalable nonprofit. WHY WE CREATED THE CHARITY CFO FINANCIAL BLUEPRINT Over the years, our team of nonprofit accounting and CFO professionals has developed a deep understanding of the patterns behind nonprofit financial successand failure.

Nonprofit

CFO Talks

FEBRUARY 12, 2025

It allows businesses and organisations to predict future income, expenses, and cash flow, ensuring that they remain financially stable and prepared for challenges. However, forecasting is not just about guessing numbersit is a structured process that relies on analysing past data, considering present trends, and planning.

Forecasting

The Charity CFO

JUNE 4, 2025

It allows you to plan better, collaborate faster, and respond with agility. Get our FREE GUIDE to nonprofit financial reports, featuring illustrations, annotations, and insights to help you better understand your organization's finances. What Gets Measured, Gets Managed Data shouldnt be a dirty word in fundraising.

Sales

The Finance Weekly

FEBRUARY 26, 2025

Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies. Prophix aims to address these challenges by offering advanced, cloud-native financial planning solutions. Investment Planning Evaluate potential investments through dynamic modeling.

Financial Planning and Analysis (FP&A)

CFO Talks

JANUARY 27, 2025

Scenario planning, diversification, and embracing technology like AI are vital strategies. Financial leaders must combine human-centered skills with strategic foresight to thrive in uncertain times. Well, I think it would be more interested to move into more of a controllership accounting type of function. I must be honest.

CFO

CFO Talks

MARCH 4, 2025

You have all your ingredients laid out, the recipe in hand, and a clear plan for how everything should come together. If you stick rigidly to the plan without adapting, things fall apart. Here are seven key financial strategies to help you stay in control and thrive no matter whats on the menu. No oven, no fridge, no lights.

Budgeting

CFO Talks

JULY 8, 2025

Analyst positions, junior accounting roles, and financial support functions often appear transactional. By the time they reach executive level, they have the confidence and business fluency needed to challenge assumptions and contribute to strategic planning. Internal mobility also strengthens internal networks.

Leadership

The Charity CFO

DECEMBER 18, 2024

Stay Connected to A Modern Nonprofit Podcast Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: [link] LinkedIn: [link] TikTok: @thecharitycfo Spotify: [link] Apple Music: [link] Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit

The Charity CFO

FEBRUARY 26, 2025

Integrating Data into Strategic Planning Drew advises nonprofits to go beyond generic strategic planning goals and use data to set ambitious targets for addressing core issues in their field. About The Charity CFO We are an accounting partner that truly understands nonprofits. Get the free guide!

Nonprofit