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

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 52

Accounting Finance Cash Flow Forecasting CFO 52

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. JT: How can companies determine the right time to hire a CFO?

CFO 52

CFO Startups Communication Financial Modeling 52

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions.

Financial Planning and Analysis (FP&A) 130

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

https://trustedcfosolutions.com/feed/

OCTOBER 1, 2022

While hiring part-time or full-time accountants is perfectly reasonable, adopting a more flexible financial model is more beneficial for a company in the long run. Outsourcing financial services enables a business to scale without increasing its employee headcount, or its number of fixed salaries. .

Accounting 57

Accounting CFO Financial Modeling Cost Management 57

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. The deck includes: Bullet-proof financial model.

Startups 81

Startups Accounting General Ledger Forecasting 81

Fpanda Club

APRIL 18, 2022

To become better business partners FP&A practitioners should be creative, but it is not an easy task with a financial mindset traditionally focused on numbers, correct calculations and cause-and-effect relationship. planning, reporting and analysis) are the products/services of the function.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. 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.

Healthcare 52

Healthcare CFO Leadership Finance 52

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. Financial Analyst. Average Salary: $91,580 per year.

Banking 130

Banking Financial Analyst Budgeting Investments 130

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.

Planning 52

Planning Marketing Startups CFO 52

CFO News Room

NOVEMBER 16, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. In the first session of my valuation class, I pose a question, “What comes more naturally to you, telling a story or working with numbers?”

Marketing 130

Marketing Valuation Advertising Numbers 130

CFO News Room

FEBRUARY 5, 2022

When investments have cash flows that move up and down at various times in the year, the above models return inaccurate numbers, and the XIRR function within excel allows the internal rate of return to account for the date ranges selected and return a more accurate result. number of individual cash flows. a single period .

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Auditing 130

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. As a result, every company sought financial clarity. The race for clarity.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

The Finance Weekly

AUGUST 30, 2022

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. 3 Jedox Jedox comes in at number 3 but has many great qualities that help it rank as a great overall solution. Jedox Fun Fact. Jedox’s most unique aspect.

Financial Planning and Analysis (FP&A) 95

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

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Now that we understand the current trajectory NoMoreOffice Inc is on, let’s consider the financial impact of taking a different approach.

Planning 98

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

Future CFO

AUGUST 24, 2020

First, the FP&A function has traditionally been held by an individual sitting behind a desk, crunching numbers. That way, when it is time to crunch numbers, the FP&A practitioner has an even better understanding of what they truly mean. At AFP, we help finance to see beyond the numbers. Soriano concluded.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

JULY 18, 2019

An FP&A professional does not just look at the numbers but rather tries to dig deeper to understand the story that the numbers are forming. This mindset of obtaining various points of view, being able to formulate and understand the big picture and weave a story with numbers around it is what sets an FP&A professional apart.

Financial Planning and Analysis (FP&A) 59

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

CFO News Room

DECEMBER 22, 2022

So, whether you are a number cruncher or story teller, I think you will find something to take away from the class. . Spreadsheets : I almost never open an excel spreadsheet during my classes and spend little time on financial modeling, but I do use my limited Excel skills, when valuing companies and doing corporate financial analysis.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

The Finance Weekly

AUGUST 30, 2022

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. 3 Jedox Jedox comes in at number 3 but has many great qualities that help it rank as a great overall solution. Jedox Fun Fact. Jedox’s most unique aspect.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Now that we understand the current trajectory NoMoreOffice Inc is on, let’s consider the financial impact of taking a different approach.

Planning 52

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

The Charity CFO

APRIL 15, 2022

And what can nonprofits do to create consistency and predictability in the financial side of their operations? Triná Owens is a former nonprofit financial director who left her job to become an Accounting Manager at The Charity CFO. And there’s the other 20% of us that really like financial modeling and yeah.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

The Charity CFO

APRIL 27, 2022

Number one, they don’t usually have a really strong answer for it. So that’s appeal, number two, there’s gotta be exclusivity. That means that it’s not very exclusive, which means that the, the, the, the potency of the appeals diluted by the number of competing options. Um, Tim, it’s so interesting.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Scenario modeling: Adaptive Planning is highly flexible when modeling across different functions, including projects, capacity, and operational planning. Customers success. 6 factors when choosing an FP&A tool.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 1, 2022

And when you’re doing hundreds of clients a year, and mostly in the Seattle area, I guess, eventually, a very large number of the expenses are kind of consistent and start repeating after a while. But it’s funny though, because I do have a financial planner who is based in Illinois. Mindy: Yeah, yeah. Mindy: Yeah.

Planning 130

Planning Investments Accounting Math 130