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 Leadership 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. They should have experience leading and motivating teams, as well as experience developing and implementing strategic plans. Why this is important.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

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. Robust contingency plans and proactive risk management strategies help organizations navigate unforeseen disruptions and maintain operational resilience.

Accounting 52

Accounting Accounting Principles GAAP Compliance 52

Future CFO

APRIL 4, 2024

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. + Provides investors and other stakeholders with decision-useful information to support sustainable asset and resource allocation.

Finance 52

Finance Strategic Planning Accounting Auditing 52

Future CFO

NOVEMBER 15, 2023

This includes establishing clear data entry standards, validation rules, and periodic data audits. Strategic Thinking CFOs should encourage their teams to use spreadsheets strategically. This involves leveraging spreadsheets for scenario analysis, strategic planning, and decision support.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 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 efficiency frees the CFO and the finance team to focus on strategic initiatives. This proactive approach to risk management supports more resilient strategic planning.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

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.

Financial Planning and Analysis (FP&A) 130

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

BlueLight

JULY 30, 2020

System for a high functioning finance office Integrating disparate finance tools Getting full visibility to subscription revenue Financial planning of the CFO suite How do you view the responsibility of the CFO suite? Post Series B, it becomes a full-time job to support strategic planning. Security and Audit ?—?NetSuite

CFO 52

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

CFO Simplified

DECEMBER 12, 2021

Finance focuses primarily on the management of assets, liabilities, and strategic growth planning. Growth planning . Leaders in finance are most successful when they have skills in communication, quantitative analysis, financial planning, and team building. Preparation for annual audits. Cash flow forecasting.

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

CFO Simplified

JANUARY 2, 2022

Reliance Upon Outside Audits . It can be tempting to rely upon an annual audit to catch fraud. As you and your team plan for the future of your company, consider the controls you have in place, the structure of your reporting, and the security you are currently using to keep your data and employees safe.

CFO 52

CFO Auditing Accounts Payable Securities 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 CFO Problem Solving 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

VCFO

MAY 5, 2022

buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. Personal transition planning is a process that can be used to not only prepare for an exit, but also to de-risk the business and simplify life. Are the books and records clean and audit ready?

Sales 79

Sales Mergers and Acquisitions (M&A) Planning Valuation 79

VCFO

NOVEMBER 8, 2023

Merle got his start as a CPA for KPMG, auditing clients ranging from manufacturing, retail, high tech, real estate, and aviation. Over the years, he’s enjoyed beating the drum of steady process improvement: implementing Salesforce.com CRM, Lean manufacturing, and EOS in different organizations.

CFO 40

CFO Manufacturing Auditing Leadership 40

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 98

Nonprofit CFO Accounting Strategic Planning 98

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

Onplan

DECEMBER 16, 2021

The work a great CFO does to tie this all together is financial planning and analysis. Developing long-range strategic plans that align with annual financial objectives Variance reporting and analysis Guiding strategic long-term planning Working with internal departments to understand their goals and objectives Board reporting.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

The work a great CFO does to tie this all together is financial planning and analysis. Developing long-range strategic plans that align with annual financial objectives Variance reporting and analysis Guiding strategic long-term planning Working with internal departments to understand their goals and objectives Board reporting.

Financial Planning and Analysis (FP&A) 52

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

VCFO

AUGUST 3, 2023

Big primes regularly audit their subcontractors’ direct costs, labor rates, allowable and unallowable expenses. Getting assistance from specialized experts can go a long way here, especially as it relates to government contract accounting , IT security, and intellectual property rights.

Startups 70

Startups Auditing Technology Securities 70

CFO Simplified

APRIL 15, 2022

The non-standard reporting creates minor issues with annual bank audits. The company has never created a budget for planning purposes. The chart of accounts doesn’t reflect the unique nature of the products that the company sells, nor the specific cost elements of manufacturing. Recommendation.

Manufacturing 52

Manufacturing General Ledger Budgeting CFO 52

VCFO

NOVEMBER 1, 2023

Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement. audited or reviewed financial statements).

Finance 91

Finance Strategic Planning Auditing CFO 91

Boston Startup CFO

OCTOBER 29, 2012

Are you prepared to manage the day-to-day of your startup, from recruiting new talent to bookkeeping to financial planning? Overall, CFOs help you with business planning, providing your business plan with essential rigor. If you have a knowledge gap within the ecosystem of your organization, you need to fill it.

Startups 52

Startups Mergers and Acquisitions (M&A) CFO GAAP 52

VCFO

MARCH 31, 2022

Ensure there is clarity on the nature of the relationship (contractor versus employee) so you do not find yourself responsible for employment taxes in a later audit. Ask them what type of insurance they provide. How flexible is the potential resource in their approach to working with companies like yours?

CFO 52

CFO Communication Auditing Budgeting 52

Spreadym

SEPTEMBER 27, 2023

Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document. Oracle Hyperion Planning: Oracle's CPM software is known for its robust financial planning and budgeting capabilities.

SAP 59

SAP Budgeting Forecasting Auditing 59

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. CFO Talks is a brand of the South African Institute of Business Accountants.

CFO 40

CFO Construction Economics Accounting 40

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 Benchmarking Communication 130

Jedox Finance

JULY 11, 2023

2 With regulations continually evolving, data volumes expanding, and the need for transparency growing, finance leaders are in a strong position to drive these efforts and create strategic value for their organizations. Emerging ESG standards and frameworks Organizations operate in an increasingly complex regulatory environment.

Financial Planning and Analysis (FP&A) 52

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

The CFO College

JUNE 3, 2021

Acquiring these advanced types of services, like setting up a permanent audit trail, rolling cash forecast, month-end reporting, and strategic planning, is the secret sauce your potential client needs to know how their money flows in and out of their company (and what their financial future will look like).

Accounting 52

Accounting CFO Auditing General Ledger 52

Centage

JULY 25, 2023

At Centage, we deliver an industry-leading solution known as Planning Maestro® to businesses like yours to overcome the challenges that Excel spreadsheets present. Highly Personalized Many Excel users utilize spreadsheets for personal budgeting and financial planning. You can also review your results with and without adjustments.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) General Ledger Forecasting 98

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.

CFO 52

CFO Leadership 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. CFO Talks is a brand of the South African Institute of Business Accountants.

CFO 40

CFO Profit and Loss Finance Accounting 40