Future CFO

NOVEMBER 28, 2020

At the annual CPA Virtual Congress David Upton, director of Strategic Partnerships and Alliances for Asia Pacific at Jedox, starts off with a comparison of two FP&A teams from two different from similar-sized companies in the same industry. Blog: How CFOs can lead with foresight.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Planning Technology 40

Future CFO

MARCH 13, 2023

Gartner surveys looking to 2022 show that CFOs, controllers and heads of financial planning and analysis (FP&A) are all focused on digital initiatives that will lay critical groundwork for an autonomous future. Cedric Assaouloff , digital and innovation lead at R&D finance pharmaceutical company F.

Finance 98

Finance Financial Planning and Analysis (FP&A) Leadership Pharmaceutical 98

Michigan CFO

NOVEMBER 26, 2021

From helping to raise capital to spearheading your organization’s finances, the benefits of fractional CFO services may just surprise you. Generally operating in a part-time capacity, a fractional or outsourced CFO helps organizations manage and optimize their finances. In today’s article, we’ll cover: What is a fractional CFO?

CFO 52

CFO Leadership Auditing Compliance 52

PYMNTS

NOVEMBER 27, 2019

Jack Ma’s FinTech firm has its eye on new companies in emerging markets that focus on payments and online financing, the source said, confirming a DealStreet Asia report. . He said the company goes after mature firms with C funding, companies with “a relatively high valuation” and early startups it can finance with cooperation. .

Startups 75

Startups Valuation B2B Investments 75

Jedox Finance

JULY 18, 2019

Operating within your organization’s framework, as we discussed in the previous posts in this blog series , will frame how your FP&A team carries out this mandate. We asked several Financial Planning and Analysis professionals to share their perspectives on the mindset needed for success now and in the future. How do we know?

Financial Planning and Analysis (FP&A) 59

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

Jedox Finance

OCTOBER 8, 2020

We are pleased to welcome renowned finance expert Mr. Brian Kalish back to the Jedox blog. In this blog, he explains why scenario planning is now more important than ever and, most importantly, what it can and can’t do. . The way you mitigate uncertainty is with planning, planning, and more planning.

Financial Planning and Analysis (FP&A) 75

Financial Planning and Analysis (FP&A) Planning Leverage Communication 75

BlueLight

MAY 1, 2020

Today, the CFO is expected to inform strategic decisions that drive the success of the company. This function is called financial planning and analysis (FP&A). The CFO is focused on company-level strategic planning and building a relationship with investors. The CFO takes on the responsibility of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Corporate Finance Lab

JULY 18, 2023

In this second of two blog posts (see first here ), we will examine to which extent creditors can seek to impose a debt-to-equity swap on shareholders within the new judicial reorganisation for large enterprises. The debtor was the only party able to initiate the procedure and to draw up and file a reorganisation plan.

Restructuring 63

Restructuring Planning Securities Finance 63

CFO Simplified

DECEMBER 26, 2021

Your Ultimate Finance Department Checklist (By Business Size). It’s easy to grow without noticing that your finance and accounting department is stretched far too thin. Here’s a guide to set your accounting and finance department up for success as your business grows. Roles and Responsibilities. What is a Large Company?

Finance 52

Finance General Ledger CFO Auditing 52

Onplan

JANUARY 19, 2022

It goes without saying that finance teams will primarily be thinking about the dollars and cents. Still, it’s helpful to start with a strategic goal in mind – keeping employees happy, and ensuring a competitive positioning in the hiring market. Hiring: plan versus reality. Succession planning. Retrenchment strategies.

Communication 52

Communication Leadership Financial Analysis Planning 52

Michigan CFO

SEPTEMBER 29, 2021

What once was known as a role for managing a company’s finance and accounting has changed into a role that concerns far greater responsibilities with new expectations. The traditional CFO role no longer exists in manufacturing and has transitioned into a strategic advisor position with many operational hats.

Manufacturing 52

Manufacturing CFO Compliance Forecasting 52

Michigan CFO

NOVEMBER 1, 2021

But come funding time, many SaaS companies find in organizing their finances that their budgeting system is a mess. With additional finances at your disposal, you can invest more in your growth. The SaaS CFO can help plan and strategize for growth with actionable goals and key performance indicators. Learn More.

CFO 52

CFO Budgeting Forecasting Tax Planning 52

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. Tell us a little more about Nathan.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Future CFO

OCTOBER 28, 2020

We are pleased to welcome renowned finance expert Mr Brian Kalish back to the Jedox blog. In this blog, he explains why scenario planning is now more important than ever and, most importantly, what it can and can’t do. To that end, clear and efficient scenario planning supports a deeper understanding of that process.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Leverage Communication 40

Michigan CFO

AUGUST 1, 2021

One of those problems is understanding and handling the increasingly complex finances of your organization. CFOs provide short-term and long-term financial planning , giving founders and CEOs the financial guidance they need. CFOs most often have an accounting and finance background. Interested in learning more?

CFO 52

CFO Leadership Accounting Finance 52

Jedox Finance

AUGUST 13, 2019

Finance professionals generally tend to be risk averse. Transforming your FP&A plan will not be an easy task, but it must be addressed as it is a top priority for the CFO to better support delivering on the expectations from the CEO. How does Finance keep up? What does the transformation plan look like?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JANUARY 24, 2019

The news comes after DoorDash hired Prabir Adarkar, Uber’s former head of strategic finance, as its chief financial officer, according to TechCrunch. “Ryan comes to DoorDash at a critical inflection point in our business following a breakout year,” the company wrote in a blog post.

Valuation 46

Valuation Leadership Finance Planning 46

Jedox Finance

AUGUST 2, 2022

The question of all questions when it comes to the digital transformation of your finance department. The intersection of planning & technology. The intersection of planning & technology. In volatile business environments, annual plans are very quickly overtaken by reality. Table of Contents.

Financial Planning and Analysis (FP&A) 52

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

Planful

JULY 27, 2017

These and other questions were the focus of a recent blog by Planful. Based on our work with over 800 customers on Finance process transformation, we shared Finance best practices and even held a discussion with two of those customers. What Is Finance Transformation? Streamline the annual budgeting process.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Budgeting Forecasting 40

Jedox Finance

JULY 23, 2019

If you are still skeptical, have a look at a few blogs written by Lance Rubin where he disrupted his own role. It is critical for success in our careers and the companies where we aim to drive the right strategic choices. Paresh Mistry has published a blog which provides a good framework as a starting point.

Technology 52

Technology Financial Modeling Forecasting Planning 52

PYMNTS

SEPTEMBER 27, 2019

s Nationwide Building Society did not disclose how much it invested in BankiFi , but it did say that it’s support to the open banking FinTech comes as Nationwide plans to launch a business current account. Offering corporate users, CFOs, accountants and other finance professionals on demand, Paro, based in the U.S.,

B2B 59

B2B Accounts Payable Startups Advertising 59

Michigan CFO

SEPTEMBER 12, 2022

Planning for a recession is not only insurance against a likely future, it’s a good business practice in general. Check out these other blogs on managing your business’s finances: Making Sense of Financial Statements. Declining prices make planning for future growth very difficult. Predicting Net Income. Don’t panic!

Profit and Loss 40

Profit and Loss CFO Budgeting Economics 40

Barry Ritholtz

JANUARY 9, 2024

And so he has this unique way of taking these very complicated, sophisticated ideas and making them both accessible and amusing to both finance professionals and, and laypeople. Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. Over 300,000 people get his, his daily missive.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis. performance reports).

Practice Management 130

Practice Management Planning Leadership Communication 130

VCFO

NOVEMBER 1, 2023

While “taking stock” can take many forms, the overriding premise is to look deeply and strategically at the results of operations, as well as opportunities they might execute on. Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. Finish the year strong.

Finance 91

Finance Strategic Planning Auditing CFO 91

PYMNTS

OCTOBER 11, 2018

In a company blog post , Schulman said this marks an important milestone for the digital payments company. Whether you are new to banking, don’t have regular paychecks or typically manage money with cash, we believe the Greenhouse experience can help you manage day-to-day spending while planning for the future.”.

B2B 60

B2B Forecasting Banking Budgeting 60

VCFO

OCTOBER 19, 2023

Assessing these balance sheet elements is key to determining capacity for growth or whether a gap in your ability to fund current and planned operations is present. Regenerative finance is one such example that’s sometimes referred to as “patient” capital. The right capital structure is as unique as you and your company.

CFO 91

CFO Finance Planning Securities 91

VCFO

NOVEMBER 7, 2023

Some sellers proactively seek a report well in advance of planned transactions to give themselves a chance to prepare for concerns that may arise, eliminate surprises, and/or correct factors that may detract from valuation in a future transaction. An audit opines on the accuracy of a historical period.

Valuation 86

Valuation Auditing Concentration CFO 86

VCFO

SEPTEMBER 21, 2023

Whether the plan is a near term sale or a sale transaction in the distant future, proactively identifying and adopting the right strategies and activating the optimal value creation levers will result in the maximization of value and the accomplishment of owner overall financial objectives.

Valuation 87

Valuation Marketing Benchmarking CFO 87

VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. While the Income Statement does provide a view of historical (e.g.,

Strategic Planning 83

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 83

Jedox Finance

NOVEMBER 23, 2021

The last blog post from our guest authors at smartPM.solutions was about S&OP maturity and the classification of your current S&OP situation according to the 5-stage Gartner S&OP Maturity Model. If you have not yet determined your S&OP maturity stage, you can do so in our last blog post. Step 2 – Demand planning.

Forecasting 98

Forecasting Planning Sales Education 98

VCFO

MARCH 2, 2023

Challenges Faced by Professional Services Firms (and How a Strategic CFO Can Address Them) Professional services firms are unique entities. Some may think that makes financial management and strategic planning in a professional services firm simpler. What is your long-term plan for the business?”

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

VCFO

JUNE 2, 2023

Coping with Inflation in Retail Environments The impact of inflation on retail operations presents a new challenge for many (especially younger) finance and accounting professionals. During that prolonged period of inflationary stability, teaching aspiring finance and accounting professionals how to deal with inflation wasn’t an emphasis.

Retail 66

Retail Finance Leverage Technology 66

VCFO

MARCH 4, 2022

Financial forecasts are critically important planning tools. Effective business planning requires an understanding of the desired end game for the entity. Be conservative (but also plan for best and worse cases). Increased cash requirements are a common pain point when exceeding plan. Begin with the end in mind.

Forecasting 88

Forecasting Planning Reconciliations Leadership 88

VCFO

JULY 22, 2022

sales, customer service, IT), as well as the right accounting and finance expertise. That’s why it’s crucial to have cross-functional representation in the evaluation process, including the stakeholders involved in the agreements (e.g.,

Accounting 78

Accounting Accounting Standards Economics Advertising 78

VCFO

MAY 5, 2022

Panelist – Jim Briggs, Director, Statesman Corporate Finance | jbriggs@statesmanbiz.com. buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. Selling to family members, employees, strategic buyers, or private equity all have very different strategies.

Sales 79

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

PYMNTS

NOVEMBER 22, 2019

The question, in the final countdown to prime shopping time nationwide, is how much ground can be covered — and where the strategic hold points will ultimately shake out. CEO Jeff Bezos said Amazon’s plan was to continue to improve Amazon until it would be “irresponsible” for a consumer not to sign up. and Puerto Rico.

Entertainment 40

Entertainment Retail Forecasting Technology 40