Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Forecasting 130

Forecasting Budgeting General Ledger Finance 130

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. My motivation was to understand the responsibility of the CFO suite, the process of billing to accounting, and the software tools available to run an effective finance office.

CFO 52

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

CFO Share

AUGUST 22, 2024

Hiring a full-time Chief Financial Officer (CFO) is seldom viable for small businesses and startups. Experience and Expertise Fractional CFOs have a variety of backgrounds – from over-glorified accountants to public company veterans and everything in between.

CFO 52

CFO Restructuring Strategic Planning Budgeting 52

CFO Plans

DECEMBER 29, 2024

Consider a tech startup that transitioned from a break-even approach to a thriving enterprise through strategic planning, leveraging data-driven insights and customer feedback to innovate and expand globally. In 2025, let’s redefine the narrative from merely breaking even to scaling strategically.

Strategic Planning 52

Strategic Planning CFO Concentration Manufacturing 52

CFO Plans

NOVEMBER 4, 2024

Technology and automation are revolutionizing Strategic Financial Planning , offering advanced tools for data analysis and decision-making. From AI-driven financial modeling to cloud-based accounting platforms, these innovations provide businesses with real-time insights and enhanced operational efficiency.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Talks

JULY 16, 2024

Held over two days, this year’s event focused on the expanding roles of CFOs in forecasting, planning, and strategic decision-making, highlighting the importance of technological advancements in driving business innovation. Delegates also received a complimentary 1-year membership to the CFO Club.

Leadership 52

Leadership CFO IFRS Strategic Planning 52

CFO Plans

OCTOBER 21, 2024

For example, a tech startup discovered through analysis that they were paying for redundant software subscriptions, allowing them to redirect funds towards debt reduction. Regularly Reviewing Financial Plans The financial landscape is ever-changing, making regular reviews of your financial plans crucial.

CFO 52

CFO Profit and Loss Startups Prioritization 52

CFO Plans

SEPTEMBER 24, 2024

This proactive approach is vital for strategic planning and long-term success. Leverage Technology: Utilize Remote Accounting Solutions and Virtual Financial Controller Services to streamline the forecasting process. Embrace financial forecasting today and plan with precision for a prosperous tomorrow.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. Back to the basics: overseeing accounting is one of the basic tasks of every SaaS finance leader. Meticulous accounting sets the foundation for making good decisions.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. Back to the basics: overseeing accounting is one of the basic tasks of every SaaS finance leader. Meticulous accounting sets the foundation for making good decisions.

Financial Planning and Analysis (FP&A) 52

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

VCFO

MARCH 4, 2022

Long range planning has its place and is important to our first point of keeping the end in mind. Most startup forecasts in VC decks include long-term “hockey stick” growth illustrations to convey potential to would-be investors. Don’t wander too far into the future. Better Financial Forecasting.

Forecasting 85

Forecasting Planning Reconciliations Leadership 85

CFO Thought Leader

DECEMBER 12, 2023

His experience at Goldman Sachs and startups shaped his approach to managing resources and driving business strategies. At True Anomaly, Seidel focuses on understanding and integrating various business aspects, like product and engineering priorities, into the company’s financial and strategic plans.

CFO 52

CFO Securities Leadership Strategic Planning 52

CFO Simplified

NOVEMBER 6, 2023

You might start with one single item, but knowing where you might be two or five years from now will be helpful in developing your strategic plan. Open a bank account If you are going to start a company, it’s vital you segregate your personal expenses and assets from your company’s expenses and assets. Do you need a company?

General Ledger 52

General Ledger Strategic Planning Accounting CFO 52

Spreadym

JUNE 19, 2023

Manage Accounts Receivable: Monitor your accounts receivable closely, ensuring that customers pay their invoices on time. This may involve segregating duties, implementing approval processes for expenses, and regularly reconciling accounts. These features enable you to monitor and analyze your cash flow effectively.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

Future CFO

DECEMBER 7, 2020

Sereen Teoh (ST): I was born and raised in a small fishing village in Penang, Malaysia where I’ve dreamed of becoming an accountant since I was small. Or is it an issue in the finance and accounting profession in general in Malaysia? I achieved that dream. And now I'm the CFO of BIG Loyalty, owned and managed by BIGLIFE Sdn.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

Barry Ritholtz

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Advertising 58

Advertising Startups Technology Investments 58

The Charity CFO

MARCH 30, 2022

For more nonprofit accounting resources check out [link]. For more nonprofit accounting resources check out www.thecharitycfo.com. ?? So vet biz spelled V E T B I Z, is a nonprofit that assists veterans with, startup and expansion of small business. Thanks for listening and be sure to subscribe for new episodes every week!

Nonprofit 52

Nonprofit Leadership Planning Accounting 52

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. This collaborative approach helps to align departmental goals with financial realities and strategic objectives.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Charity CFO

JANUARY 12, 2022

For more nonprofit accounting resources check out [link]. Tosha Anderson: So you specifically work with faith based entrepreneurs to launch a variety of different startups, right. So, you know, and as an accountant, of course, I always like to say that <laugh>, um, or some version of that. Thanks for watching.

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52

Future CFO

MARCH 20, 2020

Vyin Ng (VN): I was eager to know more about accounting — an interest encouraged by people close to me — while being curious about management information system (MIS). Thus I did double major in accounting and MIS when attending university in Canada. Strategic planning and budgets: This is about longer-term resources planning.

CFO 52

CFO Finance Leadership Compliance 52

Barry Ritholtz

SEPTEMBER 23, 2024

Europe accounts for anywhere between a third and a half of their investments. I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. I write a business plan for it. 15 businesses with over 90,000 employees.

Restructuring 58

Restructuring Leverage Investments Banking 58

CFO Talks

OCTOBER 1, 2024

This Interview conducted by Leana van der Merwe CBA(SA), CA(SA), a Technical Specialist at the Chartered Institute for Business Accountants (CIBA) and editor of CFO Club, with Dr. Daan Steenkamp, the CEO of Codera Analytics. Differences in accounting treatment for intangible assets in South Africa versus other countries.

Leverage 52

Leverage Investments Economics Accounting 52

Global Finance

DECEMBER 16, 2024

He is a pragmatist change maker with belief in the power of collaboration with an open ecosystem of clients, partners, startups, and industry bodies. For example, CBQ developed an application for domestic maids to open accounts through mobile. Global Finance: Is Generative AI really the answer?

Banking 106

Banking Finance Leverage Technology 106