Future CFO

MARCH 1, 2023

To create more business impact, finance functions may need to reimagine their strategy, leadership, operating model, talent and/or technology ,” said the analyst. 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

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

MAY 26, 2022

The process is generally led by the HR Executive with leadership team collaboration. Historically, examining compensation strategy and conducting compensation benchmarks has largely been an annual or, in some cases, even less frequent endeavor. Control and timing are also key elements of compensation practices.

Communication 83

Communication Benchmarking Construction Leadership 83

E78 Partners

APRIL 9, 2024

Announcement: Ensure that portfolio company leadership and security teams are aligned on the required cybersecurity measures during the post-acquisition phase. Their guidance helps align your organization’s cybersecurity processes with established industry benchmarks.

Investments 59

Investments Compliance Securities Benchmarking 59

CFO Talks

MARCH 20, 2024

Strong communication, change management, and leadership skills are crucial in this role. By embodying the four roles of the CFO and benchmarking it to the highest standards, finance leaders can effectively navigate the complexities of the modern business landscape, driving strategic growth and financial success.

CFO 52

CFO Compliance Performance Measuring Education 52

Centage

JANUARY 18, 2024

Stronger interdepartmental communication and collaboration is a good benchmark to set as a best practice for this year. Centage’s error-free, drag & drop FP&A software offers a centralized, collaborative environment to create and update regular reports, and consolidate them for leadership as needed.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

CFO Talks

MARCH 19, 2024

By distilling these goals into a concise list and communicating them consistently—whether in formal presentations or casual discussions—the CFO ensures everyone understands and aligns with the finance department’s direction. Fostering Commitment to Change True leadership is shown by example.

CFO 52

CFO Communication Finance Budgeting 52

VCFO

JANUARY 27, 2022

Be sure you are communicating your value proposition in all that you do. 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. Retain Your Team.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

E78 Partners

SEPTEMBER 14, 2023

At its core, a BP&B Health Check is a benchmarking exercise that evaluates an organization’s strategic alignment and financial agility against industry standards. BP&B process and acumen are foundational capabilities, fundamental to achieving an organization’s goals and objectives.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Benchmarking 52

Michigan CFO

JUNE 7, 2023

Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. Virtual CFOs leverage cloud-based accounting systems, collaborative tools, and remote communication to provide financial services to businesses on a part-time or “fractional” basis.

CFO 52

CFO Problem Solving Budgeting Communication 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

CFO News Room

NOVEMBER 14, 2022

Prior to founding Journey, Penny ran a consulting and coaching firm called Thrivos Consulting, and prior to that worked in various leadership positions across the financial services industry. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis.

Practice Management 130

Practice Management Planning Leadership Communication 130

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. Controllers: Companies don’t have access to historical data to benchmark their responses and performance against or help model future scenarios. But these are table stakes of the profession.

Financial Planning and Analysis (FP&A) 52

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

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

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. They play a crucial role in improving transparency, communication, and collaboration among teams by providing a centralized platform for accessing and interpreting financial data.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

Jedox Finance

APRIL 21, 2020

Frequent structured communication on performance benchmarks and earning multiples, maintains investor confidence and stability. Investors thrive on feedback. In the face of uncertainty, investor relations are paramount.

Benchmarking 52

Benchmarking Valuation Communication Planning 52

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

Accomodating shifts in business strategy – e.g., M&As or leadership changes that impact data models and KPIs. Communication gaps. The Hackett Group benchmark research shows that world-class companies will consolidate and close the month-end books within 3 days, and report within 2 days. Cost containment.

Benchmarking 40

Benchmarking Reconciliations Data Analysis Technology 40

Fpanda Club

MAY 17, 2022

Budget is a good communication tool as it perfectly represents financial goals and expectations of the company. To support this shift, fixed targets should be replaced by the relative ones, for example, based on the benchmarks. APQC’s Open Standards Benchmarking® Performance Assessment in Planning and Management Accounting 2.

Budgeting 147

Budgeting Planning Benchmarking Leadership 147

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.” One recommendation was to establish baselines for the business based on prior experience, or to use external benchmarking information to evaluate performance and risk.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

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

VCFO

JANUARY 20, 2023

In most cases, developing a compensation philosophy and strategy is a collaborative effort across one’s executive team with key guidance provided by the organization’s compensation or HR leadership. Solid job descriptions are especially important when compensation and salary benchmarking are carried out.

Benchmarking 77

Benchmarking Leadership Education Compliance 77

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. We encouraged this by learning to take feedback positively," said Khong.

Finance 52

Finance Communication Accounts Payable Invoicing 52

Barry Ritholtz

SEPTEMBER 19, 2023

Interestingly enough, there’s only, you know, a handful of validators actually benchmark themselves to real returns. So you may see portfolios change as a result of, of benchmarking. And similar to the reasons I like the Shackleford story, it’s a interesting examination of leadership in crisis. It’s incredible.

Investments 57

Investments Math Risk Management Benchmarking 57

VCFO

NOVEMBER 1, 2023

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. They can also be used to calculate and benchmark certain KPIs that are applicable to the industry to ensure that they are in line and support funding objectives.

Finance 91

Finance Strategic Planning Auditing CFO 91

Barry Ritholtz

AUGUST 29, 2023

RITHOLTZ: We’ll talk a little bit about leadership and crew development a little later. So let’s discuss leadership and what you do to develop crew members and to identify and foster other people’s leadership skills. They create the benchmark. RITHOLTZ: To say the very least.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

JUNE 7, 2023

If you’re good relative to whatever benchmark you’re posted against, you’ll do just fine. If let’s call it 25 to 30 percent gets paid out to the investment and leadership team. What am I capable of of doing from a development in a mentoring and a leadership perspective? Your business will grow.

Investments 108

Investments Concentration Profit and Loss Economics 108

Barry Ritholtz

FEBRUARY 13, 2023

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

FEBRUARY 20, 2024

The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. What is the communication like back and forth between the New York Fed and major players in finance, especially in the midst of a crisis like that?

Treasury 57

Treasury Marketing Economics Banking 57

Barry Ritholtz

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? Said, you know what? Lemme get a double major and do English writing.

Marketing 61

Marketing Leadership Finance Investments 61

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. 00:20:43 [Speaker Changed] So prior to that, have you had any management experience or leadership experience that’s a big raucous floor, and I would imagine that desk was, was a handful to deal with.

Marketing 108

Marketing Treasury Banking Profit and Loss 108