CFO Thought Leader

APRIL 30, 2024

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. It was under Vintz’s mentorship that Levine came to appreciate the power of storytelling within financial leadership.

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

CFO Leadership

OCTOBER 18, 2023

AI driven automation is expected to extend to more complex tasks such as, audits, risk management, and financial planning and analysis. As AI permeates finance, questions about its compliance with audits and financial governance will arise. For instance, could financial statements generated by ChatGPT withstand audit scrutiny?

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Finance Accounting Auditing IFRS 52

Future CFO

DECEMBER 21, 2023

Understand your organisation risk appetite Senior leadership across the organisation is responsible for articulating its risk appetite. Build horizon scanning into key planning processes. Ensure finance teams build strategic and non-financial risks into their planning activities.

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Risk Management Finance Leadership Auditing 52

The Finance Weekly

APRIL 27, 2022

Wall Street anticipates growth, the C-suite expects annual plans to be accomplished, and owners expect a return on their investment, especially those who have potentially risked their life savings. Finance leaders can and should take a leadership role cultivating their company’s ethical competencies and addressing its unique challenges.

Leadership 52

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

Future CFO

FEBRUARY 28, 2023

The FutureCFO Excellence Awards 2023 received nominations from across the region for categories in Leadership Practice, Business Leadership, Operational Excellence, and Technology Innovation.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MAY 1, 2024

As they assist in compliance audits and the monitoring of internal controls to ensure that everyone within the company does their job correctly, they are also expected to thrive and flourish amid the challenges along the way for the benefit of the organisation.

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Leadership IFRS Finance Communication 98

CFO Talks

DECEMBER 21, 2022

Gcwabe faces the task of restoring Wesgro to clean audits. The official tourism, trade and investment promotion agency for the Western Cape last achieved a clean audit in 2018/19. Wesgro’s audit results were discussed recently at a budget committee meeting of the Western Cape provincial parliament.

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CFO Auditing Leadership Budgeting 52

CFO Share

AUGUST 31, 2023

The stress of ensuring accurate records, timely tax filing, and smooth audits can be overwhelming, especially if last year’s experience was anything but smooth. Board of Directors meetings and other business planning events. Audits: Remember, the auditing process can span weeks or months after the year-end close.

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Auditing Profit and Loss Prioritization Leadership 52

Future CFO

NOVEMBER 29, 2023

The interview is part of FutureCFO's Fem ale Leadership in Finance Series. Another significant milestone was my stint as the chief audit and control officer based in Zurich, Switzerland. It was an important step in my career to work with our Board’s Audit Committee and drive process improvements at a global scale.

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Finance Leadership Auditing Math 52

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

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Auditing Practice Management Leadership Securities 70

CFO Thought Leader

NOVEMBER 19, 2023

leadership about his plans, diligently outlined 24 months of departure prep, and set aside an extra helping of patience. For his part, Garrett served on several company boards including Cisco and Go Daddy, where he was chairman of its audit committee.

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CFO Leadership Auditing Finance 52

VCFO

NOVEMBER 7, 2023

Some sellers proactively seek a report well in advance of planned transactions to give themselves a chance to prepare for concerns that may arise, eliminate surprises, and/or correct factors that may detract from valuation in a future transaction. An audit opines on the accuracy of a historical period.

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Valuation Auditing Concentration CFO 84

VCFO

MAY 30, 2022

His leadership skills have been honed through years of working strategically with CEOs, executive leadership teams, boards of directors, and building and mentoring diverse teams. Jose is fluent in both English and Spanish.

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CFO Auditing Leadership Financial Modeling 52

Future CFO

NOVEMBER 14, 2021

“Hendry joined the organisation at a time of turmoil in the world, and we are grateful for his stewardship of our finances and his continued leadership now as CFO,” said Margaret Franklin, CFA, President and CEO of CFA Institute. The post CFA Institute names Steven Hendry CFO appeared first on FutureCFO.

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CFO Leadership Auditing Finance 40

CFO Leadership

OCTOBER 10, 2023

Generative AI can provide the “why” behind financial analyses AI’s integration into financial planning is reshaping how financial professionals can extract valuable insights from data, make more accurate projections, and optimize planning processes alongside business leaders. In a recent Robert Half survey , 38% of U.S.

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Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

The Charity CFO

DECEMBER 7, 2023

Combing all experience and exposure to the industry, The Charity CFO has had the opportunity to work closely in: Accounting Financial Management Fundraising Grant Management Board Engagement Hiring/Firing Succession Planning Although their main focus is accounting, yes, they certainly stay busy in conversations outside of it as well.

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Nonprofit Auditing Budgeting CFO 52

Jedox Finance

APRIL 30, 2020

In this post, we will discuss the capabilities needed in a modern planning solution for effectively handling Sales Compensation processes and why Jedox is uniquely suited for it. Flexibility is an absolute must for your planning solution to support a Sales Compensation Model, as well as extensive analytic and reporting capabilities.

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Sales Planning Auditing Forecasting 52

The Charity CFO

JULY 17, 2023

While this may be easy, it can also result in missing out on critical tax savings or, worse, exposing your organization to an audit for breaking the rules. Have a Succession Plan in Place The best and healthiest nonprofits live on for decades or longer, far past the leadership and lifetime of their founders.

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Nonprofit Benchmarking Auditing Compliance 52

PYMNTS

MAY 28, 2019

financial watchdogs have stepped up their oversight of the accounting and auditing industry amid a string of corporate accounting scandals, collapses and questions over the dominance of the Big Four auditing firms. The FRC has already increased the number of audit quality reviews from 126 in 2014 to 160 in fiscal year 2018.

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Auditing Construction Leadership Budgeting 40

The Finance Weekly

JANUARY 22, 2024

His significant role at Live Nation has been crucial in shaping the company's strategy and financial planning, thanks to his extensive experience in the entertainment industry and financial management. Manage cash flow and plan for financial needs. Assist with risk management, audits, and research.

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CFO Education Communication Leadership 52

CFO Talks

OCTOBER 26, 2022

Before joining the Western Cape Liquor Authority, he was the Financial Manager of the Saldanha Bay Municipality and an Assistant Audit Manager at the Auditor-General of South Africa. So my responsibility there is to lead the whole finance function, which involves strategic leadership, financial management, supply chain and risk management.

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CFO Auditing Leadership Budgeting 98

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

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

Future CFO

DECEMBER 5, 2022

The modern-day CFO is no longer just the custodian of a company’s financial operations providing leadership and focus to accounting and finance departments. Next to the CEO, the CFO is the most visible head of an organisation, involved in research and audits to ensure that all departments follow regulatory guidelines.

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CFO Profit and Loss Cash Flow Forecasting Leadership 98

Future CFO

OCTOBER 12, 2022

Goh joined the bank as a management trainee in 1988 and was named head of group audit in 2013, having stints across different divisions in the bank including corporate planning, investment research, asset management, risk management, and global treasury, OCBC Bank said.

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CFO Banking Auditing Treasury 52

VCFO

APRIL 21, 2022

Gary takes pride in his aptitude for organizational development, has significant experience as a senior advisor to leadership, and excels in formulating strategies to facilitate the attainment of business targets. Gary currently serves as the Chairman of both the Audit and Compensation committees for SQL Technologies, Inc. About vcfo.

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CFO Strategic Planning Auditing Leadership 52

The Finance Weekly

APRIL 21, 2024

Facilitate risk management, audits, and research. Spot investment and financial planning prospects. Participate in board meetings and furnish comprehensive financial reports and suggestions to company leadership. Collaborate with executives and department heads on budget development and oversight.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

Future CFO

AUGUST 14, 2023

“Generative AI was the second most-frequently named risk in our second quarter survey, appearing in the top 10 for the first time,” said Ran Xu director, research in the Gartner Risk & Audit Practice. Flawed financial planning assumptions.

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Concentration Benchmarking Auditing Leadership 52

Michigan CFO

NOVEMBER 26, 2021

With a fractional CFO, you can reap the benefits of a full-time CFO at a significantly reduced rate while still being able to get the same level of financial leadership and insights. Prepare audits. Rendering complete financial oversight and leadership. There is, however, a solution. Streamline tax and compliance efforts.

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CFO Leadership Auditing Compliance 52

VCFO

NOVEMBER 8, 2023

Merle Waterman is a Consulting CFO with more than 30 years of leadership in ecommerce, software, manufacturing, and professional services. Merle got his start as a CPA for KPMG, auditing clients ranging from manufacturing, retail, high tech, real estate, and aviation.

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CFO Manufacturing Auditing Leadership 40

The Charity CFO

APRIL 9, 2024

She inquires with Maya, ‘What are questions a treasurer should be asking executive leadership, or those running the organization?’ Not to mention, an audit is helpful to reconcile potential mistakes, but what it’s not doing is asking the deeper questions that require intuitive thought and decision making.

Nonprofit 52

Nonprofit Finance CFO Accounting 52

Future CFO

AUGUST 21, 2023

Compliance and regulatory : Use classification models to analyse new regulations to understand new obligations or build audit plans by analysing the risk environment and operational metrics. Fraud and waste : Use Machine Learning (ML) to detect fraudulent patterns.

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Finance Compliance Data Analysis Leverage 98

Future CFO

JANUARY 11, 2021

For our Female Leadership in Finance Series , FutureCFO editor Teresa Leung recently had a chat with Wendy Wang, Group Chief Operating Officer & Group Chief Financial Officer at Tricor (pictured). WW: I studied auditing and began my career journey with an auditing firm and then spent five years at PwC.

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CFO Finance Leadership Auditing 52

Future CFO

NOVEMBER 15, 2023

This includes establishing clear data entry standards, validation rules, and periodic data audits. This involves leveraging spreadsheets for scenario analysis, strategic planning, and decision support. Change Management Skills Develop change management skills within the finance leadership.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 1, 2022

We’re talking about the share of women and women of color in leadership ranks in business. And in the workplace, you, you mentioned some of the statistics about women not holding large percentages of leadership role, CEO roles and, and organizations. But we often don’t talk about that. Collective action – I like to say pick one thing.

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Leadership Construction Budgeting Planning 100

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 proactive approach to risk management supports more resilient business planning and strategy formulation.

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Prioritization CFO Leverage Risk Management 52

The Finance Weekly

JUNE 22, 2022

To top it all off, the current market downturn and continued inflation is putting additional strains on companies’ forecasting and planning efforts. Scenario planning is becoming increasingly critical for companies survival, but many FCFOs struggle with providing their customers with an efficient strategy for this.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

Future CFO

AUGUST 23, 2022

He concedes that technology can help to streamline and simplify the ESG reporting processes, providing a clear data view and establishing an audit trail that links to financial performance. “In I understand that STT GDC is planning to roll out a new data centre in Seoul.

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CFO Auditing Finance Treasury 98