Remove Budgeting Remove Communication Remove Problem Solving
article thumbnail

Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, before gradually developing the strategic and client communication skills needed for greater independence.

article thumbnail

Members’ Profile: Anne-Marie de Bruin 

CFO Talks

When facing professional challenges, my approach is centred around maintaining a problem-solving mindset and a proactive attitude. This helps in developing a well-informed strategy to tackle the problem. This helps in developing a well-informed strategy to tackle the problem. How do you handle professional challenges?

CFO 98
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Bridging the Gap: Finance and Development as Critical Partners in Nonprofit Success

The Charity CFO

The Budget: A Source of Tension and Opportunity One of the primary sources of tension between finance and development is the budgeting process. Anderson and Morris agreed that the ideal scenario involves a collaborative approach, where key players from all departments contribute to the budget creation.

article thumbnail

How to Prepare Your Finance Team for Growth 

CFO Talks

For instance, if one team member has mastered a new budgeting tool, they can lead a session to help others learn it too. Delegating significant responsibilities, such as leading a budget review or preparing a report for senior leadership, helps them build confidence and skills. Breaking out of this bubble is critical for growth.

Finance 52
article thumbnail

What Makes a Great SAP Software Consultant?

Bramasol

In addition to being a cultural fit with our core values, we always look for consultants who are much more than just technical experts; they also need to be strategic thinkers, effective communicators, and problem solvers. Effective Communication Skills Communication is a crucial skill for SAP consultants.

SAP 61
article thumbnail

FP&A is a Swiss multi-tool in a pocket of a management team

Fpanda Club

Scissors = Presentations and storytelling Having access to a large variety of internal and external data sources, FP&A teams are true craftsmen who cut out relevant pieces of information, crop diagrams and graphs to zoom in on the most important findings, put it all together and build a storyline to better communicate insights to management.

article thumbnail

Financial Reports That Don’t Age Like Milk: The Power of Real-Time Data 

CFO Talks

Whether you’re a finance professional, business owner, or decision-maker, understanding how to leverage FIS can mean the difference between reactive problem-solving and proactive success. Breaking Down Silos Between Departments One of the biggest challenges in large companies is the lack of communication between departments.