Boston Startup CFO

FEBRUARY 1, 2023

Here are the top signs that your startup may need a fractional CFO. Preparing for fundraising If you are planning to raise funds for your startup, there are many pitfalls and unknowns. A CFO can help you create a plan that outlines how you will use the funds you raise, as well as how you will achieve your financial goals.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

Beacon CFO Plus

NOVEMBER 15, 2023

If you manage an SME—referring to a Small and Medium-Sized Enterprise—you may look to a fractional CFO to provide strategic financial expertise and guidance. Here’s how a fractional CFO can serve your needs as the manager of an SME: Cost-Effective Financial Expertise: You may not have the budget to hire a full-time CFO.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

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. Activities that directly impact these objectives should take precedence.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning, budgeting and forecasting are linked together forming financial planning processes.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Let’s examine how an outsourced, fractional CFO can improve FP&A: Improving Data. Turning Goals into a Strategic Plan.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

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. Growth planning .

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

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 52

CFO Leadership Finance Problem Solving 52

Future CFO

DECEMBER 7, 2020

Editor’s note: For our Female Leadership in Finance Series, FutureCFO editor Teresa Leung recently had a chat with Sereen Teoh (pictured below), CFO at BIG Loyalty. Sereen Teoh, CFO, BIG Loyalty. And now I'm the CFO of BIG Loyalty, owned and managed by BIGLIFE Sdn. FutureCFO: Can you share with me your finance career journey?

CFO 52

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

Future CFO

FEBRUARY 3, 2021

Only 30% of F&A professionals and business leaders in Singapore are confident that the financial data used for financial analysis and forecasting is accurate, said BlackLine which recently released results of a survey. .

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Financial Analysis Financial Data 40

CFO Leadership

OCTOBER 10, 2023

Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes. The large language model (LLM) is trained on the financial documents, terminology, trends and data that Bloomberg has collected for nearly a half-century.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Best practices.

Finance 98

Finance CFO Forecasting Leadership 98

The Charity CFO

MAY 19, 2023

By monitoring cash flow, nonprofits gain visibility into their financial health and can make informed decisions about resource allocation, budgeting, and planning. Moreover, tracking cash flow enables organizations to identify potential financial challenges in advance and take proactive steps to mitigate them.

Cash Management 52

Cash Management Nonprofit Compliance Budgeting 52

CFO Simplified

JANUARY 9, 2022

A crucial component to restarting your business is making sure you have a plan of action. Business Planning Tips. Financial Review. Arrange for a meeting to discuss your plans, your concerns and tell them the kind of help that you’re going to need to get this process started. . Create a cash flow forecast.

Cash Flow Forecasting 52

Cash Flow Forecasting Strategic Planning CFO Budgeting 52

The Charity CFO

JUNE 7, 2023

Statement of Activities Financial Uses Assessing Revenue Sources : Analyze the various revenue sources of a nonprofit, such as donations, grants, program fees, and investment income. This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. accounts payable, loans).

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

Boston Startup CFO

OCTOBER 13, 2015

We had been using my Excel forecasts for years, which were outdated and did not capture and reflect all aspects of the business. Attributes of a Great CFO. I turned to a headhunter and over the next four months we canvassed many resumes and finally found an amazing CFO with the experiences we needed for our growing company.

CFO 52

CFO Tax Planning GAAP Budgeting 52

Future CFO

AUGUST 30, 2021

What makes for a sought-after chief finance professional (CFO)? According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. CFO: The role of CFO is very senior; hence a high level of experience is expected for anyone applying for this role.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

OCTOBER 13, 2021

These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM. New FC Competencies and Their Relation to CPM.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

The Finance Weekly

JANUARY 31, 2022

You need to develop these various competencies and understand what they mean in a volatile corporate environment rife with , technological innovations if you wish to maximize your performance as a CFO. 5 Leadership Competencies for CFOs 1. Personal leadership (incl. personal branding and emotional intelligence).

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership IFRS Budgeting 52

Adam Kae

JANUARY 23, 2020

By keeping detailed notes, you’ll be able to analyze periods of more prosperity and plan accordingly to cover costs during your off-seasons. There are three main methods of financial analysis: horizontal, vertical, and ratio. Take note of these and make a plan to adjust! Compare your ratios over time, too.

Financial Analysis 52

Financial Analysis Finance Forecasting Numbers 52

CFO Share

NOVEMBER 3, 2023

Why : If you’re constantly catching up on administrative tasks and unable to focus on strategic financial planning, it’s time for support. A bookkeeper will manage the day-to-day financial tasks, allowing you to engage in higher-level financial analysis and business strategy.

Invoicing 52

Invoicing Accounts Payable Compliance Financial Analysis 52

Onplan

JANUARY 19, 2022

If you do take the second option, make sure to plan for additional managerial and staff costs necessary to stay in sync. Hiring: plan versus reality. In many companies, CFOs act as COOs and run HR and recruiting teams. That’s why it’s so valuable to have a solid headcount forecasting framework. Succession planning.

Communication 97

Communication Leadership Financial Analysis Planning 97

Future CFO

MARCH 5, 2023

“Finance automation technology integrates machine learning and artificial intelligence for use in areas such as financial analysis, payroll administration, invoice automation, collections action, and preparing financial statements. The use of such automated software reduces the need for human intervention in these activities.”

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Financial Analysis 98

CFO Share

SEPTEMBER 29, 2021

What is the financial benefit of work from home vs work from office vs hybrid work environments? There are plenty of studies surveying worker satisfaction in different work from home arrangements, but as a fractional CFO , I care less about a squishy metric like “satisfaction” and more about the bottom line. co-working stipend.

Profit and Loss 59

Profit and Loss Financial Analysis CFO Finance 59

Onplan

JANUARY 19, 2022

If you do take the second option, make sure to plan for additional managerial and staff costs necessary to stay in sync. Hiring: plan versus reality. In many companies, CFOs act as COOs and run HR and recruiting teams. That’s why it’s so valuable to have a solid headcount forecasting framework. Succession planning.

Communication 52

Communication Leadership Financial Analysis Planning 52

CFO Talks

FEBRUARY 2, 2024

In the evolving role of a Chief Financial Officer (CFO), mastering risk management, budgeting, and forecasting tools is crucial. These competencies not only strengthen the financial backbone of an organisation but also prepare it to navigate through uncertainties and market volatility.

CFO 52

CFO Strategic Planning Risk Management Forecasting 52

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. So, congratulations !

CFO 52

CFO Leadership Accounting Finance 52

Adam Kae

OCTOBER 29, 2020

Models, Forecasts, Calculations, Oh My! Put together a packet of information on your generic financial documents. Then, it's best to do some modeling and forecast the different acceptable scenarios based on your negotiations. It's more than a big smile and a "salesman" technique or two. Your Negotiation Strategy.

Math 52

Math Forecasting Leverage Investments 52

CFO News Room

JANUARY 18, 2023

Aside from providing advice on insurance plans, life insurance agents also need to be well-informed about the different types of coverage available. This involves forecasting outcomes, assessing probabilities, and predicting market trends. Knowing how much protection clients qualify for is a critical part of their job.

Leadership 130

Leadership Education Communication Problem Solving 130

Future CFO

JULY 15, 2020

Nowhere is this more evident than in the role of financial planning and analysis (FP&A), often considered the “eyes and ears” of a company. Spurred by changing market dynamics, adoption of automation, low-cost outsourcing options, and the rapid creation of new job scopes, finding the right talent is becoming harder.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Education Finance Manufacturing 52

The Charity CFO

APRIL 28, 2023

They can help you develop budgets, financial projections, and cash flow forecasts to ensure your nonprofit is financially sustainable. They can also provide financial reports that show how your organization is performing and how it compares to industry benchmarks. Get the free guide!

Nonprofit 52

Nonprofit Accounting Firms Accounting Auditing 52