CFO Talks

OCTOBER 10, 2024

Build Financial Models That Reflect Strategy Your budget and financial reports should reflect strategic goals. But they were falling short of their financial targets after year two. So, what did their CFO do? As a CFO, you are the bridge that connects the dream to the destination. What are the key goals?

Numbers

The Finance Weekly

JANUARY 19, 2023

The CFO role traditionally has two high-level leadership archetypes: strategic and operational. An operational CFO optimizes performance by combining data from various departments with financial data. A strategic CFO focuses on creating long-term plans to achieve the company's goals. What is Operational Finance?

Leadership

Boston Startup CFO

JULY 10, 2016

I recently spoke with Tridivesh Kidambi, newly appointed CFO of CallFire, a technology company that provides voice and text connectivity to businesses, to learn more about how a company determines it needs a CFO and what it takes to be the CFO of a startup. TK: It all starts with communication and transparency.

Startups

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

CFO Thought Leader

SEPTEMBER 28, 2024

In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financial planning and analysis (FP&A), with a focus on navigating complex business environments.

Financial Planning and Analysis (FP&A)

Fpanda Club

APRIL 18, 2022

To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information. Imagine CFO or CEO seeing dozens of long tables filled with numbers every day, will they be happy to receive another one like this?

Financial Planning and Analysis (FP&A)

Future CFO

OCTOBER 20, 2021

The CFO role requires certain traits and skills, said Woranat Dumrongsiri (pictured), Country CFO, Deloitte Thailand and Deloitte Laos during an interview with FutureCFO for the publication’s Female Leadership in Finance Series. Woranat Dumrongsiri, Country CFO, Deloitte Thailand and Deloitte Laos.

CFO

CFO Simplified

DECEMBER 12, 2021

While many business owners look for a CFO to bolster their existing accounting team, here at CFO Simplified, we consider that a CFO would be categorized squarely in the finance category. Sometimes the differences are misunderstood because the CFO works with both the Accounting and Finance departments.

Accounting

CFO News Room

JANUARY 11, 2023

Individuals who excel in the Chief Financial Officer (CFO) role are highly sought after. Previous experience working in upper leadership roles or managing the financial duties of an organization provides the skills and knowledge to take on this role. Understanding of financial regulations and laws.

Banking

CFO Talks

MARCH 19, 2024

Change Management: The Modern CFO’s Blueprint The role of a Chief Financial Officer (CFO) goes way beyond just looking after the company’s money. Developing the Finance Agenda Once strategic priorities are identified, the CFO distills these insights into a clear, concise list of goals.

CFO

Future CFO

SEPTEMBER 17, 2023

The Financial Planning and Analysis ( FP&A ) team performs budgeting, forecasting, and analysis that support major corporate decisions of the CFO, the CEO, and the Board of Directors. Very few, if any, companies can be consistently profitable and grow without careful financial planning and cash flow management.

Financial Planning and Analysis (FP&A)

Future CFO

MAY 22, 2024

Jackson Ng “They are responsible for assessing the financial feasibility of digital projects, ensuring their alignment with the company’s overall objectives, and allocating resources efficiently.” This view is echoed by Waty, who says the CFO plays a crucial role in a company’s digital transformation.

CFO

The Finance Weekly

AUGUST 5, 2023

FP&A professionals hold a crucial role in shaping a company's overall business strategy by delivering financial analysis and insights to management. Working closely with top-level executives, including the CEO and CFO, FP&A professionals gain valuable exposure and mentorship opportunities.

Financial Planning and Analysis (FP&A)

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health. Accounting ?—?Many

Planning

CFO Talks

MARCH 14, 2024

Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization. Delegation and Empowerment: No CFO can do it all alone.

Prioritization

CFO Talks

SEPTEMBER 12, 2024

This approach enables CFOs to anticipate a range of potential future outcomes and develop contingency plans for each. Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios.

Leverage

Future CFO

JUNE 13, 2022

Grace Lim (pictured), CFO at KK Women's & Children's Hospital (KKH) in Singapore shared with FutureCFO audiences how female finance executives could become CFOs. Grace Lim, CFO, KK Women's & Children's Hospital. In addition to being KKH’s CFO, I’m also SingHealth’s Deputy Group CFO (Service Transformation and Education).

Healthcare

Jedox Finance

JULY 18, 2019

Also, a crystal ball to financially model the impact of the strategic options. Develop your modeling abilities to predict multiple outcomes, press for clarity on assumptions, and deliver a recommendation. Clarity: Strive for clarity in your presentations to foster communication and alignment.

Financial Planning and Analysis (FP&A)

The Finance Weekly

JULY 31, 2023

As a seasoned finance leader in telecommunications, retail, technology, and legal sectors, Glenn envisions transforming the role of Chief Financial Officer (CFO) from being a historical reporter to a strategic forward-thinker. However, it's important to note that the way we communicate with these machines may differ from the past.

Corporate Finance

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Instead of reaching out to your marketing, sales, and other departments for data inputs, and spreading your communication across various channels and sources, you can reach instant and total alignment. Customers success.

Financial Planning and Analysis (FP&A)

The Charity CFO

APRIL 27, 2022

The biggest communication problem most nonprofits face (13:25). Why you need to “humanize” your communication. Um, and so I was hired to do digital communications. And then we’ll go give a donation to them as small, as $20 as large as $5,000, and then continue to monitor how they communicate with us over time.

Nonprofit

CFO Talks

MAY 15, 2025

While the CEO might rally the troops and operations scramble to stabilise supply chains, its often the CFO whos left holding the fiscal line – juggling liquidity, compliance, risk, and forecasts that seem to change with every headline. Communicate Like a Metronome, Not a Megaphone In a crisis, clarity becomes a leadership currency.

Numbers

CFO Talks

MAY 13, 2025

But as any seasoned CFO knows, the real work starts once the lawyers leave the room. M&A is not a trophy strategy – its a technical, financial, and operational grind. As CFO, your first job is to call out fuzzy logic and inflated expectations. This is where your financial model becomes the loudest voice in the room.

Mergers and Acquisitions (M&A)