CFO Share

JULY 16, 2024

A controller primarily oversees accounting processes, ensuring accurate financial records and compliance with regulations. In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

Embark With Us

MARCH 20, 2025

Steps for Standardization: Conduct an audit of existing financial reporting and ERP systems in both organizations. Inconsistent data can lead to inaccurate or flat-out incorrect conclusions, affecting everything from budgeting to strategic planning. Identify discrepancies and areas that require alignment.

Healthcare 52

Healthcare Auditing Compliance Leadership 52

E78 Partners

NOVEMBER 11, 2024

Divestitures, Mergers, and Acquisitions: Navigating the complexities of mergers or acquisitions where financial due diligence, risk assessment, and strategic planning are critical. Hiring an interim CFO gives your company instant access to targeted leadership that delivers quick, effective results for specific obstacles.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

VCFO

NOVEMBER 1, 2023

Now is also a good time to reach out to auditors (if an audit or CPA review is required) to plan the timing of the audit, discuss material changes in the business that might impact financial results and/or disclosures, and to obtain a list of their “PBCs” (schedules to be “prepared by client”).

Finance 88

Finance Strategic Planning Auditing CFO 88

CFO Talks

NOVEMBER 11, 2024

Newly qualified accountants should familiarize themselves with risk assessment frameworks and compliance regulations. While technical financial skills are essential, a successful CFO must also grasp the broader organizational context, including operations, marketing, and strategic planning.

CFO 52

CFO Leadership Problem Solving Communication 52

Fpanda Club

FEBRUARY 5, 2024

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Monthly closing, reporting, compliance and support in audit are among the most frequent responsibilities mentioned in the descriptions. Literally almost everything but finance business partnering.

Finance 130

Finance Analyzing Data Communication Benchmarking 130

CFO News Room

DECEMBER 16, 2022

Chief Compliance Officer. A chief compliance officer ensures financial institutions adhere to all applicable laws and regulations. To keep a business running smoothly and help avoid costly non-compliance fees, CCOs monitor company policy and compliance. Average salary: $114,832 per year. Insurance Advisor. Budget Analyst.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. Regulations are guidelines but not guarantees The line between compliance and security is blurring. Participants like Travel + Leisure Co.'s

Investments 52

Investments Profit and Loss Securities Risk Management 52

VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships. Gary is also a Certified Public Accountant. About vcfo.

CFO 52

CFO Strategic Planning Auditing Finance 52

Fpanda Club

SEPTEMBER 2, 2021

Both functions are essential in the organization as accounting is supposed to ensure accurate records and data which can be further analyzed by the FP&A team to generate valuable insights and support strategic and operational decisions.

Financial Planning and Analysis (FP&A) 130

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

Boston Startup CFO

APRIL 3, 2023

Additionally, you open yourself up to compliance and audit issues, and you’ll potentially decrease your chances of securing funding and financing. Adopting innovative solutions tailored to industry-specific accounting needs will streamline operations and enhance compliance and decision-making capabilities.

Accounting 52

Accounting Accounting Principles GAAP Startups 52

CFO Leadership

AUGUST 12, 2021

Prior to joining the AHA, Christina was vice president of finance for the Federal Reserve Bank of Chicago where she led the financial planning and analysis functions for the Chicago Fed and collaborated on projects with leaders across the Federal Reserve System. Kim Nguyen, CFO, Industrial Management Training Institute (IMTI).

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

VCFO

FEBRUARY 15, 2023

She is highly effective at executing finance function strategically, establishing financial and risk controls, and overseeing capital structure. Lee Ann’s depth and breadth of expertise includes board reporting, audit preparation, business plan development, market research and analysis, risk management, and capital requirements.

Auditing 52

Auditing CFO Risk Management Budgeting 52

The Charity CFO

JULY 3, 2024

Grant Management: Review the status of grants and compliance with grant requirements or conditions. Step 3: Check compliance with financial policies and regulations. For example, if you don’t have time to conduct a review, you could hire an external accounting firm to perform an audit or reduced scope of work.

Nonprofit 52

Nonprofit Budgeting Compliance CFO 52

Spreadym

SEPTEMBER 27, 2023

It involves a set of processes, methodologies, metrics, and systems designed to help businesses effectively plan, monitor, and manage their performance to achieve their strategic goals and objectives. Budgeting and Forecasting: CPM involves the creation of budgets and financial forecasts that align with the strategic plan.

SAP 59

SAP Budgeting Forecasting Auditing 59

CFO Talks

JULY 23, 2024

Strengthen Internal Controls Strong internal controls are essential for preventing fraud and ensuring compliance with regulations. Engage in Strategic Risk Management Risk management should be integrated into your strategic planning process.

Risk Management 52

Risk Management CFO Compliance Communication 52

Boston Startup CFO

OCTOBER 29, 2012

Accountant: If your financial status doesn’t warrant hiring a CFO, you still need financial support; at the very least, you’ll need help with your day-to-day accounting and regulatory compliance. Outsourcing your bookkeeping to the right firm will give you the support you need for cash management, AP/AR, financial close and taxes.

Startups 52

Startups Mergers and Acquisitions (M&A) GAAP Accounting Principles 52

The Charity CFO

NOVEMBER 10, 2022

As a result, the organization might not adhere to Generally Accepted Accounting Principles (GAAP), which can trip them up come tax time or during an audit. Improves compliance. This mitigates penalties, late filings, audits, and fraud (all too common in the nonprofit sector). Prepare for and manage an annual audit.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

E78 Partners

NOVEMBER 11, 2024

Divestitures, Mergers, and Acquisitions: Navigating the complexities of mergers or acquisitions where financial due diligence, risk assessment, and strategic planning are critical. Hiring an interim CFO gives your company instant access to targeted leadership that delivers quick, effective results for specific obstacles.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

E78 Partners

NOVEMBER 11, 2024

Divestitures, Mergers, and Acquisitions: Navigating the complexities of mergers or acquisitions where financial due diligence, risk assessment, and strategic planning are critical. Hiring an interim CFO gives your company instant access to targeted leadership that delivers quick, effective results for specific obstacles.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

Jedox Finance

JULY 11, 2023

Jochen Heßler, Senior Director, Product Management, Jedox Environmental, social, and governance (ESG) has emerged as an important initiative for organizations worldwide as they strive to implement sustainable practices, achieve compliance, and demonstrate substantive value to customers, employees, and investors.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Compliance 52

CFO Simplified

DECEMBER 12, 2021

In publicly traded companies, the CFO is also responsible for the company’s compliance with Securities and Exchange Commission (SEC) rules and regulations. Preparation for annual audits. Finance is strategic, accounting is tactical. A seasoned CFO will address how well a business earns and spends its cash. . The Upshot.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Example: When it’s time for an audit, the Controller is hands-on, working directly with the auditors, showing them the books, and explaining the details. The post From Controller to CFO: What Changes?

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

The Charity CFO

NOVEMBER 23, 2022

CFAs are best known for investment analysis and wealth planning, CPAs for tax preparation and financial statement auditing, and CFPs for financial planning. Expertise in various technology systems also helps improve bookkeeping and accounting productivity, accuracy, and compliance. Strategic Thinking.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

Future CFO

NOVEMBER 15, 2023

This includes establishing clear data entry standards, validation rules, and periodic data audits. Risk Management and Compliance CFOs need to ensure that their financial processes and spreadsheets comply with various regional and international regulations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. What makes for a sought-after chief finance professional (CFO)? These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JUNE 5, 2024

6) Planning & Modeling Simulate even the most intricate business scenarios with multi-dimensional modeling and unlimited constraints, ensuring 100% consistency across all model changes. It also has great auditability, tracking all edits from both the front and back ends.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Auditing Microsoft Office 52

Onplan

DECEMBER 16, 2021

With that in mind, here are some of the most important functions of an accounting team a CFO needs to keep an eye on: Creating financial statements Financial reporting Payroll Customer Invoicing Vendor/employee payments Entity taxes Compliance.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

With that in mind, here are some of the most important functions of an accounting team a CFO needs to keep an eye on: Creating financial statements Financial reporting Payroll Customer Invoicing Vendor/employee payments Entity taxes Compliance.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

JUNE 16, 2025

For this matter, automation has taken the spotlight to allow organisation heads to zoom out and look at the big picture, making way for more strategic planning to thrive amid the unending shifts in the market. That kind of real-time visibility is something finance teams didn’t have just a few years ago."

Profit and Loss 52

Profit and Loss Finance Reconciliations Forecasting 52

CFO Talks

MARCH 14, 2024

No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

DECEMBER 27, 2022

One area in which companies have shown a particular improvement is strategic planning around climate risk. The barometer scores organisations’ strategies by examining, for example, the extent to which they factor climate risks and opportunities into their plans or how they build resilience through diversification.

Strategic Planning 52

Strategic Planning Financial Data Planning Marketing 52

CFO Talks

OCTOBER 1, 2024

They need to determine how to capitalize intangible assets and ensure compliance with local and international accounting standards (e.g., Regulatory and Compliance Considerations: CFOs must navigate regulatory landscapes and ensure compliance with laws such as South Africa’s POPI Act. IFRS, US GAAP).

Leverage 52

Leverage Investments Economics Accounting 52

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. And as I said, he’s a qualified CA.

Leadership 52

Leadership CFO Accounting Finance 52

CFO Talks

DECEMBER 26, 2021

Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. I think very quickly you’re going to get compliance on this. CFO Talks is a brand of the South African Institute of Business Accountants.

CFO 40

CFO Profit and Loss Finance Accounting 40

CFO Dive

JUNE 16, 2025

An inefficient system can lead to cost overestimation, misguided decarbonization strategies, and non-compliance issues. Enable actual supplier emissions data collection First, it’s a matter of compliance. CBAM compliance also requires the purchase, management, and surrender of CBAM certificates. You can unsubscribe at anytime.

CFO 241

CFO SAP Compliance Auditing 241