CFO Strategic Partners

MARCH 28, 2025

Until now, Atlantix Partners (now Acclarity) had been structured as a network of companies, each continuing to operate under its legacy corporate brand: CFO Alliance (Florida), CFO Strategic Partners (Florida), Kaiser Consulting (Ohio), Stage 1 Financial (Texas), Grandin Solutions (Ohio), and JC Jones (New York and Georgia).

Auditing 52

Auditing Leadership CFO Compliance 52

CFO Talks

NOVEMBER 27, 2024

Meeting the Informational Needs of Decision Makers: A CFO’s Guide Picture this: you’re in a boardroom, presenting data that leaves your CEO nodding in understanding, your COO energised with clarity, and your team ready to act. This is the dream of every CFO—to deliver information that doesn’t just inform but drives smart, timely decisions.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership CFO Forecasting 52

CFO News

JUNE 20, 2025

The report highlighted that the benchmark Nifty Index is now trading at 22.2 The report pointed out that the recent market rally has pushed valuations to high levels, raising questions about sustainability and risks going forward. times its 12-month forward earnings after rising 14.1 per cent from its recent low on April 7.

Valuation 40

Valuation Marketing CFO Benchmarking 40

Future CFO

FEBRUARY 27, 2024

Soni “To truly embrace ESG and sustainability, enterprise leadership needs to shift their mindset from viewing these concepts as peripheral concerns to recognising them as fundamental to long-term business success and societal impact.” The post ESG and sustainability action items for leadership in 2024 appeared first on FutureCFO.

Leadership 98

Leadership Compliance Financial Reporting Economics 98

CFO Talks

MAY 29, 2025

For a CFO, fluency in that language is no longer optional. While many CFOs focus on getting the numbers right, those who truly lead focus on getting the reporting right. As a CFO, youre not just signing off on spreadsheets. This culture starts with the CFO and is built on three key foundations: clarity, consistency, and control.

IFRS 52

IFRS Compliance Auditing CFO 52

Jedox Finance

OCTOBER 13, 2021

In a recent post “Behold the Emergence of CFO 4.0” ” , we explored the emergence of CFO 4.0 and outlined five key changes for CFOs and their finance teams to make to get into the future. That means the CFO must be the first person to change her mindset for change to truly take place across the finance function.

CFO 98

CFO Problem Solving Finance Benchmarking 98

The Charity CFO

MARCH 22, 2024

Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. In addition to identifying KPIs, you’ll need to establish benchmarks for success. Get the free guide!

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 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. Senior leadership should help ensure that these managers have the tools and support they need to assume the rock star role successfully. Other BLS data shows that 4.2

Leadership 105

Leadership Benchmarking CFO Communication 105

VCFO

MAY 17, 2024

Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA. Benchmarks A v360 roadmap also benchmarks your company against peers in your industry.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

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 post Should CFOs Use ChatGPT first appeared on CFO Leadership.

Leadership 98

Leadership CFO Communication Benchmarking 98

CFO Leadership

APRIL 10, 2023

Duty of Care Best Practices A global benchmarking study from International SOS was designed so organizations worldwide could compare duty of care policies and develop best practices to protect and support the global mobility of their employees and dependents. The post Navan’s Modern Approach to Duty of Care first appeared on CFO Leadership.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO Talks

JULY 4, 2024

Elevating CFO Roles: Dr. Christian Ayiku Discusses Strategic Adaptations in a Digital World The financial landscape is evolving rapidly, and the role of the CFO is no exception. Conclusion The role of the CFO is expanding beyond traditional boundaries, driven by the rapid pace of technological advancements.

CFO 52

CFO Strategic Planning Currencies Prioritization 52

Future CFO

MARCH 30, 2020

The CFO is increasingly taking co-responsibility for the technology direction of the business. What has happened is that the CFO of the digital economy now has to evaluate technologies, research new opportunities and build partnerships. The findings of the survey are detailed in the white paper, State of the CFO Role.

CFO 52

CFO Benchmarking Finance Technology 52

CFO Strategic Partners

APRIL 14, 2025

EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income. Ensure Stress-Free Finance Financial leadership is critical for a successful business, but not every business owner has the internal resources they need. Latest insights Leadership 05.29.25

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

CFO Thought Leader

OCTOBER 1, 2023

Leet concludes: “My team and I had this sense of ownership, in that we took personally the success or failure of the acquired companies—and because of this, we were able to step up and play a broader leadership role.” ” – Jason Leet, CFO, Zylo CFOTL: Tell us about Zylo … what does this company do, and what are its offerings today?

CFO 52

CFO Leadership Finance Leverage 52

CFO Talks

MARCH 20, 2024

The modern CFO: Guardian, Change-maker, Manager, Planner To help new accountants get ready for a CFO role at large companies, the Institute of Chartered Accountants of Ontario (ICAO) and Queen’s University conducted extensive research on the roles of the CFO. The study details the CFO’s four main jobs: Steward.

CFO 52

CFO Compliance Performance Measuring Education 52

Centage

DECEMBER 1, 2021

They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. But times have changed – which is why financial forecasting is more important than your annual budget.

Forecasting 98

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

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

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

Michigan CFO

JUNE 7, 2023

In today’s ever-evolving business landscape, the role of the Chief Financial Officer (CFO) has become crucial for effective financial management and decision-making. However, not all businesses have the resources or the need for a full-time, in-house CFO. This is where virtual CFOs come into play.

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. Determine the specific financial metrics, performance indicators, and insights that the CFO needs to monitor regularly.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

CFO Leadership

MARCH 31, 2022

According to the 2022 AFP Payments Cost Benchmark Survey, just 25% of organizations surveyed said they used them. The post Credit cards: The working capital tool for the digital era appeared first on CFO Leadership. The best kept secret. Virtual cards are completely digital and are best for paying invoices.

B2B 93

B2B Invoicing Benchmarking Numbers 93

CFO Talks

MARCH 14, 2024

The initial period of a new CFO’s tenure is pivotal for setting the groundwork for future success. In this critical time, a CFO must swiftly grasp the unique challenges and opportunities of the organization and start working on the new CFO responsibilities and strategies.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

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. This is a leadership pattern so pervasive it has a name: the “ glass cliff.”

Investments 100

Investments Leadership Accounting Analyzing Data 100

VCFO

SEPTEMBER 21, 2023

You can learn how you compare to your competitors and best in class by benchmarking your performance to a peer group. For instance, if your benchmarking shows a gross profit margin below the industry, that may signal excessive Cost of Goods Sold or Cost of Sales, suggesting operational or supplier agreement issues.

Valuation 84

Valuation Marketing Benchmarking CFO 84

Future CFO

MAY 1, 2024

The Coffee Bean & Tea Leaf ), says the appeal of the financial controller position lies in blending analytical depth with visionary leadership, overseeing financial strategies across sectors. Succeeding amid challenges “Success as a controller relies on an entrepreneurial mindset, analytical rigour, and adept leadership,” says Leonardo.

Leadership 98

Leadership IFRS Finance Communication 98

VCFO

JANUARY 27, 2022

Implementing EOS, or a similar system, will help you and your leadership team get better at three important things: Vision – Get everyone in your organization 100% on the same page with where you’re going and how you plan to get there. Healthy – Help your leaders become a more cohesive, functional, healthy leadership team.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

CFO Talks

JUNE 7, 2024

Fransua van der Westhuizen: Embracing Global Standards and Navigating Challenges The evolving role of Chief Financial Officers (CFOs) continues to reshape the landscape of global business, particularly in how these leaders manage financial complexities, adapt to cultural differences, and drive strategic decisions.

CFO 52

CFO Benchmarking Prioritization Finance 52

Barry Ritholtz

APRIL 29, 2025

00:06:32 [Speaker Changed] And then following Aetna, you end up at Altus Investment Manager, your, your CFO there. And he said, I don’t know, we’ll figure it out, but I think you’re gonna be CFO. I want you to be a more strategic CFO, I want you to work on structured deals, m and a, you know, levers of profitability.

Concentration 52

Concentration Investments Benchmarking CFO 52

Future CFO

APRIL 12, 2023

Delivering products even Accenture's The Cloud First CFO Study – 2022 edition reveals that in a survey of 740 finance leaders across 15 industries and 11 countries, 39% say the CFO now leads the cloud journey for the whole enterprise.

Finance 98

Finance Benchmarking CFO Data Analysis 98

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. From these projections, a CFO can determine, with a margin of safety built in, what additional funding (if any) may be required. It is critical to engage in strategic planning for the year ahead.

Finance 88

Finance Strategic Planning Auditing CFO 88

VCFO

MARCH 2, 2023

Challenges Faced by Professional Services Firms (and How a Strategic CFO Can Address Them) Professional services firms are unique entities. Below, we dive into what successful professional services firms do and what an experienced CFO adds to the mix. These can be developed using competitor benchmark data for the firm.

Strategic Planning 62

Strategic Planning CFO Budgeting Planning 62

CFO Leadership

MARCH 31, 2022

The Association for Financial Professionals (AFP) 2022 Payments Cost Benchmarking Survey found that 73% of organizations are now transitioning from checks to electronic payments. 2020 CRF-NACHA Survey on CRF Member Payment Benchmarks. The post 8 ways payment automation makes cash management better appeared first on CFO Leadership.

Cash Management 52

Cash Management Benchmarking Invoicing Leadership 52

The Charity CFO

DECEMBER 20, 2023

How does one help clients understand their benchmarking? An organization is comparable to another within the same industry, and therefore they use each other to gauge success when it comes to meeting KPI goals and industry benchmarks. As a bonus, they also offer leadership development and coaching for their clients.

Nonprofit 52

Nonprofit Benchmarking Healthcare Restructuring 52

VCFO

MAY 30, 2024

For financial factors, this includes actions such as employing add-backs and adjustments to support accurate benchmarking, recognizing and reflecting one-time expenses, and ensuring accurate and properly prepared financial statements. We’ve sat in your leadership seat. creditors, potential investors, etc.) will view these measures.

Strategic Planning 91

Strategic Planning Planning Benchmarking Leadership 91

The Charity CFO

JULY 17, 2023

Define Expectations Through Benchmarks and Other Metrics Before you can figure out if your nonprofit is healthy, you have to define what healthy means to your organization. Work with stakeholders like donors, fundraising heads, program leaders, and others to determine what metrics and benchmarks should be used. Get the free guide!

Nonprofit 52

Nonprofit Benchmarking Auditing Compliance 52

Future CFO

JULY 26, 2021

The ERP vendor should understand the industry benchmarks and best practices and leverage these to guide the company forward. Learn more: [link] The post CFO directive: resetting the table stakes of business transformation appeared first on FutureCFO. Guided by best practices.

SAP 52

SAP CFO Planning Compliance 52