Jedox Finance

SEPTEMBER 10, 2020

For dynamic forecasting to work effectively, CFOs need a scenario and modeling platform that supports real-time data updates. It combines financial data, customer, and sales data with operational data at scale. CFOs had to do this at the start of the crisis. Planning multiple business routes.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

Adam Kae

SEPTEMBER 24, 2020

Adam Kae & Associates is a Virtual Healthcare CFO. This article will talk about: What a CFO Does. What a Healthcare CFO Does. What it Means to be a Virtual CFO. CFO - Chief Financial Officer. CFOs are the head of the finance department. CFOs are the head of the finance department.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

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 98

Leadership CFO Benchmarking Finance 98

BlueLight

MAY 1, 2020

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. Today, the CFO is expected to inform strategic decisions that drive the success of the company.

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

APRIL 5, 2023

Chamberlain helps veterans address this crucial technical skill through financial modeling certifications. In order to build this “must-have” understanding of finance and accounting, Chamberlain’s veteran-to-finance initiative has leveraged financial modeling certification as a valuable tool.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

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

Jedox Finance

AUGUST 22, 2019

Dear CFO, We heard that you put FP&A on your list of top priorities to work on. Crystal ball to financially model the impact of the strategic options. We can deliver more when we have mastered the new tools available in the market. The post An Open Letter To The CFO on FP&A appeared first on Jedox.

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) CFO Planning Financial Modeling 84

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 52

Prioritization CFO Leverage Risk Management 52

Future CFO

AUGUST 6, 2020

For dynamic forecasting to work, CFOs need a scenario and modelling platform that supports real-time data updates. It combines financial data, customer, and sales data with operational data – at scale. It must be easy for teams to adjust inputs when market conditions change, and stress-test forecasts using predictive analytics.

CFO 40

CFO Forecasting Budgeting Financial Modeling 40

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 52

CFO Communication Finance Budgeting 52

Beacon CFO Plus

SEPTEMBER 27, 2023

Providing Critical Financial Strategy, Cost Optimization, and More Hiring a fractional CFO for your startup is a strategic move that brings expert financial guidance without the full-time commitment. Strategic Decision-Making: Fractional CFOs act as strategic partners to startup founders and executives.

Startups 52

Startups Compliance CFO Financial Modeling 52

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 52

Planning Marketing Startups CFO 52

Future CFO

APRIL 30, 2024

Gerry Chng , Risk Advisory Executive Director at Deloitte Singapore , sees that one of the key uses of Generative AI is the ability to create synthetic data to augment existing data points in a more cost-effective manner, which in turn makes it easier to conduct financial modelling and risk analysis.

Finance 97

Finance Risk Analysis Financial Modeling Leverage 97

Future CFO

OCTOBER 11, 2020

We started to anticipate the business offerings that will resonate in this unprecedented times, came up with a few within two weeks and push them out in the markets. We’ve done scenario planning and stress tests to anticipate the impact on financials models, translating risks into recommendations to business actions.

CFO 40

CFO Forecasting Finance Financial Modeling 40

Fpanda Club

SEPTEMBER 2, 2021

This is true in all possible economic situations: in times of growth FP&A participates in setting business objectives, analyzing options of growth, assessing market opportunities and risks, while in times of recession FP&A can contribute to corrective action plans, cost-cutting and other initiatives to preserve company’s financial health.

Financial Planning and Analysis (FP&A) 130

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

CFO News Room

JANUARY 11, 2023

These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made. Because of this crucial role, financial managers command top dollar in big banks. Individuals who excel in the Chief Financial Officer (CFO) role are highly sought after.

Banking 130

Banking Financial Analyst Budgeting Investments 130

The Finance Weekly

AUGUST 5, 2023

The demand for FP&A specialists in the job market, along with factors like job level, location, and industry, can also influence salary levels. 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) 52

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

The CFO College

AUGUST 31, 2021

The rolling cash forecast is one of many CFO-level skills we teach in our program. If they have to rely on capital raising, it’s hard for companies to attract private or institutional investors in competitive markets without a great accountant and strong financial model. Tax law is highly complicated.

Startups 81

Startups Accounting General Ledger Forecasting 81

Boston Startup CFO

APRIL 12, 2024

Through meticulous analysis of your historical financial data and current business operations, we will develop accurate and reliable cash flow projections, enabling you to make informed decisions, anticipate potential cash shortfalls, and implement effective strategies to maintain optimal liquidity and financial stability for your business.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

Future CFO

FEBRUARY 18, 2024

Randeep Rathindran He adds that CFOs must intervene early to mitigate margin squeezes and confront spiraling expenses driven by the labour market, climate change, and digital transformation.

Management Consulting 52

Management Consulting Leadership Financial Modeling Forecasting 52

CFO Share

NOVEMBER 8, 2022

Keep an eye on your markets. Keep in touch with other industry professionals and compare notes to broaden your perspective on market trends. Shift sales and operations resources toward strong markets. These critical financial models allow for rapid evaluation of alternatives and resource planning. Buy a business.

Forecasting 40

Forecasting Economics Investments Financial Modeling 40

CFO Share

JULY 8, 2021

A rolling 13 week cash flow model is updated weekly by your CFO, accounting team, and management in a collaborative session. Best practices for cash management using a rolling 13 week cash flow model are: Accounting updates the outflow section to include all bills, payroll, and debt service payments.

Cash Flow Forecasting 59

Cash Flow Forecasting Forecasting CFO Accounts Payable 59

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. When COVID-19 hit the Asia Pacific region, market outlooks became clouded.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Onplan

DECEMBER 28, 2021

NoMoreOffice has a 80-person team scattered around the country; 60 are already remote, and 20 work in one of three offices: a 5-person marketing team in Utah; 10-person customer service team in Arkansas; and 5 sales reps in Florida (see screenshot below). So how can NoMoreOffice’s CFO factor these changes into their headcount cost model?

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

Onplan

DECEMBER 28, 2021

NoMoreOffice has a 80-person team scattered around the country; 60 are already remote, and 20 work in one of three offices: a 5-person marketing team in Utah; 10-person customer service team in Arkansas; and 5 sales reps in Florida (see screenshot below). So how can NoMoreOffice’s CFO factor these changes into their headcount cost model?

Planning 52

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

The Finance Weekly

AUGUST 30, 2022

Datarails is one of the best priced platforms on the market, and the best on this list. It is unique in that it enables finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel without having to learn a new software. For those that don’t, Datarails or Prophix might be a better option.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

Jedox Finance

JULY 18, 2019

A financial analyst uses not only the financial numbers but also market trends, economic indicators as well as works closely with the business to understand the assumptions to provide insights on the impacts of decisions. Also, a crystal ball to financially model the impact of the strategic options.

Financial Planning and Analysis (FP&A) 59

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

The Finance Weekly

AUGUST 30, 2022

Datarails is one of the best priced platforms on the market, and the best on this list. It is unique in that it enables finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel without having to learn a new software. For those that don’t, Datarails or Prophix might be a better option.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Budgeting Analyzing Data 52

CFO Share

MARCH 23, 2021

Budgeting and forecasting are best practices in small business financial modeling. The 12-month (or sometimes 24-month) rolling forecast is the most important financial planning tool for your business. Instead, we recommend performing an analysis of your sales and marketing funnel with a model to match.

Forecasting 52

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

Future CFO

AUGUST 24, 2020

Stress-testing is a best practice common in financial services and is quite essential in an effective and robust FP&A function. FP&A can do this by stressing single variables in financial models to the extreme, or by creating scenarios of multiple stressors to understand when the companies becomes insolvent.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

APRIL 27, 2022

So, um, my story, I, you know, I graduated from college right after nine 11, which is a horrible time to enter into the job force, especially so for somebody that desperately wanted to work a, in the field of marketing and advertising. How many nonprofit organizations look at digital marketing specifically as a revenue generator?

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Nonprofit Communication Accounting Advertising 98

CFO News Room

NOVEMBER 1, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Full Transcript: Michael: Welcome, Mindy Crary, to the “Financial Advisor Success” podcast. And I get many more questions about implementation than I do maintaining a financial model.

Planning 130

Planning Investments Accounting Math 130

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. Nicholas Boucher, a Finance Leader and Educator also participated in the webinar.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. It offers excellent, stable performance even when working with data-intensive or complicated models. OnPlan is a highly rated and comprehensive FP&A solution and one of the most flexible solutions on the market.

Financial Planning and Analysis (FP&A) 52

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