Future CFO

FEBRUARY 18, 2024

Traditional sources of capital funding such as bank lending or bond issues will become less viable as lenders and investors put greater scrutiny on near-term payback risk. Conducting a stress-test of financial assumptions around run rates for revenue, volumes, and costs can help identify potential gaps between reality and perception.

Management Consulting 52

Management Consulting Leadership Financial Modeling Forecasting 52

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health. Accounting ?—?Many

Planning 52

Planning Marketing Startups CFO 52

CFO Share

NOVEMBER 8, 2022

Lenders are generally risk averse during regular times, but recessions make banks even less willing to loan money to small businesses. These critical financial models allow for rapid evaluation of alternatives and resource planning. However, there are general characteristics you should plan for in every downturn.

Forecasting 40

Forecasting Economics Investments Financial Modeling 40

CFO News Room

DECEMBER 22, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. Data : The data that I reference during the class are available in their most updated formats on my webpage, under current data , with the next update due at the start of 2023. .

Marketing 130

Marketing Corporate Finance Valuation Finance 130

The Finance Weekly

AUGUST 30, 2022

FP&A software can be pricey so finding one that won’t break the bank, yet still provides a high level of value, can be a challenge for small companies on a tight budget. It is unique in that it enables finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel without having to learn a new software.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

Jedox Finance

JULY 18, 2019

Let’s hear from the practitioners: Gaileon Thompson, Senior Vice President, FP&A Group Manager, US Retail Bank Operations, Citibank, AFP Board of Directors. Also, a crystal ball to financially model the impact of the strategic options.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

The Finance Weekly

AUGUST 30, 2022

FP&A software can be pricey so finding one that won’t break the bank, yet still provides a high level of value, can be a challenge for small companies on a tight budget. It is unique in that it enables finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel without having to learn a new software.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Budgeting Analyzing Data 52

Spreadym

AUGUST 10, 2023

Predefined Reports: Xero provides a variety of standard financial reports, such as profit and loss statements, balance sheets, and cash flow statements. Bank Reconciliation: Xero's bank reconciliation features help ensure accurate financial data, which is crucial for reliable reporting.

Financial Reporting 52

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

The Charity CFO

APRIL 27, 2022

It takes to run a business and get clients and keep them happy and make sure there’s money in the bank for payroll on Friday when you don’t have it on Monday and all those kind of things. Get this FREE guide to discover what you need to do to ensure you hire the right accountant, bookkeeper, or CFO the FIRST time.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

CFO News Room

NOVEMBER 1, 2022

So, for us, we really are seriously asking, give us three months of bank statements, three months of credit card statements. Michael: So, as they start sending in things like bank statements and credit card statements, you’re manually digging into that stuff to try to actually organize their spending and cash flow information?

Planning 130

Planning Investments Accounting Math 130

The Finance Weekly

JULY 31, 2023

As a seasoned finance leader in telecommunications, retail, technology, and legal sectors, Glenn envisions transforming the role of Chief Financial Officer (CFO) from being a historical reporter to a strategic forward-thinker. Nicholas Boucher, a Finance Leader and Educator also participated in the webinar.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52