E78 Partners

APRIL 13, 2023

Preqin , the leading trusted industry data provider, forecasts that global private capital assets under management (AUM) will reach a staggering $18.3 Transition of Leadership Leadership and governance : We provide C-level interim and project leadership with the experience and perspective your firm needs.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 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. The choice of tool depends on factors such as the organization's size, industry, budget, and specific reporting requirements.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. To persuade your leadership team, you need to answer questions in real time.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. To persuade your leadership team, you need to answer questions in real time.

Financial Planning and Analysis (FP&A) 52

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

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth. What does this all mean?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Centage

JULY 12, 2022

This includes a variety of leadership and consulting roles in the buy-side investment and compliance industries such as Thomson Reuters, SS&C, and Citisoft Inc, working with clients including State Street, Invesco, and Bank of America. Depending on the problem we are trying to solve, these teams may overlap.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

PYMNTS

APRIL 5, 2016

” “Companies are focusing on cost reduction across the enterprise, and this is clearly an area where finance can take a leadership role,” O’Connor, principal and finance advisory practice leader, said in a statement announcing the release of the report. percent reduction in budget. CFOs Prioritize.

Leadership 42

Leadership CFO Prioritization Finance 42

Future CFO

AUGUST 3, 2021

For example, zero-based budgeting used by our team members to see a substantial reduction in all costs including fixed costs in all areas,” said Mungad. We had to move away from annual, half-yearly, or the quarterly forecasts; become nimbler as the business environment changed daily. Planning times had to be reduced. “We

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

CFO Thought Leader

APRIL 15, 2024

We just need to get the books closed a little bit more quickly and to update our forecasts more quickly. Somewhat related to this, we need to improve the reporting that we’re doing out to the business units and give them budgets on a more consistent cadence.

CFO 52

CFO Investments Concentration Restructuring 52

CFO News Room

NOVEMBER 8, 2022

ANNIE DUKE: Well, first of all, I just want to make something really clear that when you make a decision, whether you’re doing it explicitly or not, you are making these types of forecasts. How long does it take someone from the position that I’m taking to get to the next level or to get into leadership or maybe even to get to the C-suite.

Prioritization 100

Prioritization Forecasting Planning Investments 100

Jedox Finance

JULY 23, 2020

Numerous project applications, approvals, budget and resource allocations, and the monitoring of the success of projects and portfolios regularly push program managers to their limits. Inadequate prioritization of projects or lack of allocation to portfolios. This ensures traceability for project approvals and project prioritization.

Prioritization 52

Prioritization Budgeting Communication Planning 52

The Finance Weekly

JULY 31, 2023

He brought over 14 years of finance leadership experience from renowned firms like PWC and Tails across multiple countries. His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit. Nicholas Boucher, a Finance Leader and Educator also participated in the webinar.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Barry Ritholtz

OCTOBER 3, 2023

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. There’s ways around that during reconciliation for budget bills and things like that. 01:18:01 [Speaker Changed] Really?

Marketing 107

Marketing Treasury Banking Profit and Loss 107