E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments

E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments

CFO Share

JULY 16, 2024

The CFO is a strategic financial leader of the organization. They collaborate with executives, investors, and the finance team to manage risk, choose investments, and collaborate on strategic decisions. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts.

Financial Planning and Analysis (FP&A)

Fpanda Club

FEBRUARY 5, 2024

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Good news is that 66% of organizations are going to invest in finance business partnering between now and 2030. But where to start? Literally almost everything but finance business partnering.

Finance

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. Investment Banker.

Finance

VCFO

NOVEMBER 7, 2023

It’s important to differentiate between having audited financial statements and a QoE report, as these are quite different reports. An audit opines on the accuracy of a historical period. An audit looks backwards, giving an opinion on the financial statements and health of the company.

Valuation

Future CFO

JULY 23, 2024

This is the view of Georgeta Elena Precup (Moran), CPA,CGMA , Operating Partner - Acting CFO, Advisory at Beyond Podiatry , emphasising how CFOs occupy a unique vantage point, overseeing not only financial health but also strategic planning , risk management, and corporate governance.

Auditing

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. Indri Ongko, Controller, Western Technology Investment.

Leadership

CFO Talks

OCTOBER 31, 2024

Rowen’s career in finance and leadership has positioned him as an influential figure, serving in executive roles across various sectors, including transportation, investment, and industrial management. Another memorable experience was working with KPMG’s internal audit team in Zimbabwe for three weeks.

CFO

Fpanda Club

SEPTEMBER 2, 2021

All this makes financial controllers obvious candidates for communicating with external auditors and managing the audit process. Overall, the focus of the financial controller is to keep financial processes (including FP&A) organized and optimized, which contributes to their highly appreciated role in the company.

Financial Planning and Analysis (FP&A)

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

The Charity CFO

JULY 13, 2022

And by sharing your financial statements , strategic plan, and demographic makeup, you can earn the coveted Platinum Seal of Transparency. We can also help you modernize your accounting systems, digitize your bookkeeping, produce consistent financial statements, and keep you always audit-ready. The simple answer is all of them.

Nonprofit

The Charity CFO

NOVEMBER 23, 2022

They handle all payroll and accounting functions and manage investments and fundraising efforts. This background helps them provide oversight for and manage all forecasts, budgets, and investments for the organization. Strategic Thinking. They must be able to anticipate future trends and be able to adjust and execute the plan.

Nonprofit

Jedox Finance

JULY 11, 2023

According to KPMG, 65% of international dealmakers believe ESG is a key consideration when making investments and in merger and acquisition decisions, 1 and EY reports that 99% of investors use ESG disclosures as a part of their investment decision-making.

Financial Planning and Analysis (FP&A)

BlueLight

JULY 30, 2020

Post Series B, it becomes a full-time job to support strategic planning. Building strategic goals with the CEO and Board of Directors, then making sure the functional organizations get the information they need to execute on the strategy.” Second is financial planning: how things will develop in the future. Recruiting ?—?Startups

CFO

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

The Charity CFO

FEBRUARY 27, 2024

Budget tracking is the process of monitoring your nonprofit’s income and expenses to ensure they stay within your planned budget. Effective budget tracking is essential to financial transparency, efficient resource allocation, and strategic planning for your nonprofit. Start with the largest expense and map it out in detail.

Nonprofit

CFO Simplified

DECEMBER 12, 2021

A team member in the finance department addresses how a business manages their money, from: Investing and borrowing. Growth planning . Preparation for annual audits. Finance is strategic, accounting is tactical. Cash flow forecasting. AR/AP Accounts receivable and payable . Invoicing and collections. Month-end reporting.

Accounting

Future CFO

NOVEMBER 15, 2023

This includes establishing clear data entry standards, validation rules, and periodic data audits. Collaboration and Communication CFOs should invest in collaboration platforms that allow multiple stakeholders to work on spreadsheets simultaneously while maintaining data security and version control.

Financial Planning and Analysis (FP&A)

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. Balancing the traditional focus on cost control with the imperative to invest in new ideas and technologies requires a nuanced approach.

Prioritization

CFO Talks

JULY 23, 2024

Consider investing in risk management software that provides real-time insights and predictive analytics. Conduct regular audits and provide training to employees to reinforce the importance of adhering to these controls. Engage in Strategic Risk Management Risk management should be integrated into your strategic planning process.

Risk Management

Future CFO

APRIL 4, 2024

Without it, investment falters and opportunities are lost." Include meaningful, transparent, and auditable data that is clearly defined, internally and externally relevant, and measurable in line with the organisation’s mission, values, and goals. +

Finance

The Finance Weekly

JUNE 5, 2024

In 2022, Anaplan reached a definitive agreement to be acquired by Thoma Bravo , a leading software investment firm. It also has great auditability, tracking all edits from both the front and back ends. It not only boosts forecast accuracy and strategic planning but also ensures smooth integration across different business functions.

Financial Planning and Analysis (FP&A)

CFO Simplified

APRIL 15, 2022

The prototype company had made a major investment in metal 3D printing. For the company, this was a huge investment but their clients saw it as an instruction manual on how to produce the prototypes themselves. The non-standard reporting creates minor issues with annual bank audits. Recommendation.

Manufacturing

CFO Talks

OCTOBER 1, 2024

South Africa’s lag in investing in intangible assets compared to advanced economies. Challenges with Intangible Asset Investments: Limited investment in intellectual property, data, and patents in South Africa. The importance of a thriving tech sector, with data-driven businesses and investments in disruptive technologies.

Leverage

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. Say a department wants to invest in new software or expand headcount."

Profit and Loss

CFO Talks

FEBRUARY 13, 2022

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. Lekki is the first deep seaport in Nigeria and it will be the biggest seaport in Nigeria with an investment of close to $1.2

CFO

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

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. The stakes are very high because you can lose your funding and investments and that means losses of jobs, losses of expansion of new branches or factories.

CFO

VCFO

MAY 5, 2022

Are the books and records clean and audit ready? An experienced investment banker can provide a reasonable estimate of market value, but the true market value can only be determined through a high-quality marketing process that produces multiple offers from qualified buyers. Are the corporate records up to date?

Sales