The Finance Weekly

JANUARY 19, 2023

The CFO role traditionally has two high-level leadership archetypes: strategic and operational. An operational CFO optimizes performance by combining data from various departments with financial data. A strategic CFO focuses on creating long-term plans to achieve the company's goals. What is Operational Finance?

Leadership 98

Leadership CFO Benchmarking Finance 98

Future CFO

MARCH 1, 2023

With the CFO being one of the key architects of an organisation’s digital transformation, Gartner says the CFO needs a finance function that drives the strategic ambitions of the enterprise. “To Industry benchmarks : Benchmarking data from similar organisations can help provide context for the metrics being measured.

Finance 91

Finance Benchmarking Compliance SAP 91

CFO Leadership

APRIL 4, 2023

For instance, say you’ve thrown together an email for your team on performance benchmarks and the email seems too lengthy. We’ve polled CFOs about the skills they’d like to improve. The top three are data analytics, financing, and communications. ChatGPT can certainly help with communications.

Leadership 98

Leadership CFO Benchmarking Communication 98

CFO Talks

JULY 27, 2023

Kana unpacked these standards and their sweeping consequences at the recent CFO Africa Conference. You cannot produce 130 pages of a report or communication that is just waffle,” Kana explained. “We The post Suresh Kana: What CFOs should know about the new IFRS sustainability standards appeared first on CFO Club Africa.

IFRS 98

IFRS Benchmarking CFO Communication 98

Jedox Finance

JUNE 5, 2023

Dashboards built with no-code, drag-and-drop Canvas technology can be used to compare all the data that matters over different time periods, and against different benchmarks. Cloud Console improves communication and transparency Through Cloud Console, organizations can now diagnose and resolve VPN connection issues efficiently.

CFO 52

CFO Benchmarking Forecasting Communication 52

Future CFO

MAY 1, 2024

Celina Leonardo Leonardo says navigating market-specific ambiguity and volatility demanded addressing challenges with a "what's the worst that can happen" mindset while communicating possibilities to stakeholders.

Leadership 98

Leadership IFRS Finance Communication 98

Fpanda Club

APRIL 18, 2022

To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information. Imagine CFO or CEO seeing dozens of long tables filled with numbers every day, will they be happy to receive another one like this?

Financial Planning and Analysis (FP&A) 130

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

Future CFO

MAY 2, 2023

According to Gartner, success in digital investments and intended business outcomes are highly dependent on strong CFO-CIO partnerships. Clear avenues for communication also ensure that different teams are able to come together to address challenges and resolve issues when necessary."

Finance 52

Finance Benchmarking Leadership Communication 52

CFO Leadership

OCTOBER 10, 2022

Research conducted for Robert Half’s 2022 Benchmarking Report found that staff retention is significant concern for 87% of employers in the United States. The post 5 Human Capital Strategies CFOs Can Use Now to Start Building Tomorrow’s Workforce first appeared on CFO Leadership. Other BLS data shows that 4.2

Leadership 105

Leadership Benchmarking CFO Communication 105

CFO Simplified

DECEMBER 26, 2021

The purpose of this checklist is to create structure around when to grow, what roles are essential at what business sizes, and how to benchmark your accounting department against industry standards. Mid-sized businesses benefit the most from hiring a fractional CFO. In these scenarios, bringing in a fractional CFO can benefit everyone.

Finance 52

Finance General Ledger CFO Auditing 52

Future CFO

AUGUST 30, 2021

What makes for a sought-after chief finance professional (CFO)? CFO: The disruption of 2020 highlighted the need for the finance function to be more responsive – continually re-evaluating both short and long-term goals and strategies. 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

CFO Leadership

OCTOBER 10, 2023

The latter, for example, is an offering that Bloomberg says can “ bring the full potential of AI to the financial domain ” and create entirely new workflows, economic analyses and financial benchmarks for its customers. The post Preparing Your Finance Organization for the New Era of AI first appeared on CFO Leadership.

Financial Planning and Analysis (FP&A) 115

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

VCFO

JANUARY 27, 2022

Be sure you are communicating your value proposition in all that you do. It is imperative to incorporate periodic (and for key employees, frequent) updates to salary benchmarking studies and hourly pay benchmarking. Benchmark employee compensation to competitors and across industries. Know Your Value Proposition.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

Future CFO

SEPTEMBER 17, 2019

New Gartner benchmark study reveals 92% of HR leaders are prioritising budgeting and cost optimisation initiatives. During all phases of the economic market cycle, HR functions should regularly benchmark their internal data regarding their talent base (e.g., That’s the good news. Cross-function efforts.

Benchmarking 52

Benchmarking Budgeting Economics Forecasting 52

The CFO College

APRIL 8, 2021

At CFO Bookkeeper, we use “VIP” to refer to “Valuable Expert, Instructor, Participant.” Valuable Expert : Becoming a valuable expert can mean expanding your accounting and tax knowledge in your niche, or adding CFO-level services, tools, and skills to serve clients in any industry.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

Future CFO

JULY 19, 2021

Companies and organisations that can integrate their CG and ESG practices and reporting from the perspectives of, for instance, organisational structure, risk management and internal control, and the shareholder/ stakeholder communication and engagement, are more likely to enjoy a long-term sustainable future,” she explained.

Benchmarking 52

Benchmarking Leadership Risk Management Communication 52

PYMNTS

MAY 16, 2018

Against this backdrop, the role of chief financial officer (CFO) is becoming more fluid as well. By necessity, if not design, the CFO’s purview is moving into the realm of the strategic, rather than just the numeric — to the proactive mindset, rather than reactive.

Compliance 46

Compliance Benchmarking CFO Communication 46

The CFO College

MAY 12, 2021

” View yourself as a business owner, which will increase your confidence in communicating with clients and the value you provide. At CFO Bookkeeper, we have spoken with countless accounting professionals who are just looking for a magic bullet to serve clients, without investing money and the time it takes to internalize new knowledge.

Education 52

Education CFO Investments Budgeting 52

Future CFO

JULY 12, 2021

Organisations that fail to adequately measure and communicate around issues such as pay equity and executive compensation could face activist shareholder pressure, reputational damage and other negative consequences,” he noted.

Benchmarking 40

Benchmarking Auditing Communication Numbers 40

Planful

OCTOBER 25, 2016

Among the many great topics on the agenda at the Argyle CFO Leadership Forum in Dallas was a session titled “Managing and Minimizing Enterprise Risk.” VP and CFO of Kajima Building and Design, Inc. The session was moderated by Bona Allen, Sr. The takeaway?

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

Future CFO

MAY 26, 2020

She noted that the CFO function is at an inflection point. These tend to provide you with more credibility along with your ability to deliver your KPIs as CFO (for example). He himself looks for analytical skills and soft skills like communication and the ability to work in a team when recruiting talent.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury Education 52

Future CFO

APRIL 24, 2023

Focusing on people in control design and implementation, as well as through business communications and cybersecurity talent management, will help to improve business-risk decisions and cybersecurity staff retention, he added.

Securities 52

Securities Risk Management Benchmarking Restructuring 52

CFO News Room

NOVEMBER 14, 2022

They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. Key Result 2 : The associate advisor stays present with clients by communicating with them on an ongoing basis (e.g., However, they still need time to develop their communication and presentation skills.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

NOVEMBER 4, 2022

Representation goals — whether based on industry benchmarks or population data for the appropriate city, state, or country — are one component, but it’s equally important to incentivize leaders and create accountability systems to help make those strategies a success.

Investments 100

Investments Leadership Accounting Analyzing Data 100

CFO News Room

FEBRUARY 2, 2022

What happens when wealth transfers, we transfer not just the assets, but we also transfer the communication practices. He realized, and the research showed, that 60% of the breakdown, so 60% of that 70%, was trust and communication. Again, as you frame the trust and communication dynamics, right? Author: Michael Kitces.

Communication 130

Communication Planning Education Numbers 130

Planful

DECEMBER 28, 2016

To discuss the topic of financial reporting tips that will help create a smoother year-end close, Planful, in cooperation with CFO.com, invited thought leaders from The Hackett Group to participate in a webinar titled, The CFO Playbook on Financial Reporting: Tips for a Smoother Year-End Close. Communication gaps. Staff burn-out.

Benchmarking 40

Benchmarking Reconciliations Data Analysis Technology 40

VCFO

NOVEMBER 1, 2023

Therefore, it is important that the planning is not done by the CEO and CFO in isolation, but that management is fully engaged. This operating plan can and should also be used in setting targets for management and the sales team and to finalize and communicate their respective compensation plans.

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO Leadership

APRIL 10, 2023

Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. The post Navan’s Modern Approach to Duty of Care first appeared on CFO Leadership. The post Navan’s Modern Approach to Duty of Care appeared first on CFO Leadership.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO News Room

NOVEMBER 15, 2022

It’s a widely used benchmark for US stock market performance. The S&P 500 also serves as a lead benchmark for US equity performance. Communication Services (8.1%). The most recent additions include: Crocs, ServiceNow, and Zoom Video Communications. The S&P 500 is an index of roughly 500 large-cap US stocks.

Investments 130

Investments Benchmarking Finance Marketing 130

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Future CFO

AUGUST 18, 2023

Clear communication is key A project team of 60 people – collectively known as the Global Finance Services Team – steered the journey towards a transformed shared services function. Timely and clear communication was key. But building a shared services function requires careful consideration from the CFO and finance team leaders.

Finance 52

Finance Communication Accounts Payable Invoicing 52

VCFO

MARCH 17, 2023

A benchmark exercise can also provide insight here. Effective purchasing managers also help communicate expectations to vendors to support capacity planning. — Are you a manufacturer that would benefit from better inventory management, a benchmark against your competitors, or a validation of current processes?

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

CFO News Room

DECEMBER 7, 2022

Excluded from this first prong of “advertisements” are: Extemporaneous, live, oral communications; Information contained in a statutory or regulatory notice, filing, or other required communication; and. Bulk emails, templates, and other communications that appear to be personalized (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

CFO News Room

DECEMBER 17, 2022

First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. But by reassessing fees and communicating the advisor’s value and any fee changes to clients on a regular basis, firm owners can feel more confident that a fee increase will be successful!

Education 130

Education Planning Benchmarking Investments 130

The Charity CFO

APRIL 27, 2022

The biggest communication problem most nonprofits face (13:25). Why you need to “humanize” your communication. Um, and so I was hired to do digital communications. And then we’ll go give a donation to them as small, as $20 as large as $5,000, and then continue to monitor how they communicate with us over time.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

CFO News Room

DECEMBER 3, 2022

She suggests that industry participants consider everything in the new marketing rule as fair game for examiners and enforcers, including the supervision of electronic communications as well as books and records obligations. This means ensuring employees have what they need (e.g.,

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 15, 2022

In our 101st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges advisors face in setting fees commensurate to their service offerings and the importance of charging sustainable fees to help businesses flourish. we’ll just say go to 1.1. I want to end just there.

Math 130

Math Planning Benchmarking Technology 130