Jedox Finance

SEPTEMBER 10, 2020

This allows CFOs to stay laser-focused on triggers and initiatives that account for most of their business value. 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.

CFO

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. The post An Open Letter To The CFO on FP&A appeared first on Jedox. Next, we need to upgrade our technology. Sincerely, The FP&A Team.

Financial Planning and Analysis (FP&A)

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. or reach out to us here.

Financial Modeling

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)

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

CFO Share

JUNE 11, 2024

That’s why more and more are turning to virtual CFO services for forecasting. What are the benefits of using outsourced CFO services for financial forecasting? Outsourced CFOs bring other advantages including: Forecasting Specialization A Team Approach Broad Outside Perspective Unbiased and Independent Advice 1.

Forecasting

Fpanda Club

APRIL 18, 2022

From the FP&A’s perspective, business and marketing teams, CFO and other senior management are internal clients while the results of performed activities (i.e. 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)

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

VCFO

JUNE 12, 2023

vcfo welcomes Brandon Green as Consulting CFO and Business Development Executive for the Austin market. Brandon Green joins vcfo as a Consulting CFO & Business Development Executive, bringing with him nearly 20 years of experience. Prior to joining vcfo, Brandon was a CFO for companies in a variety of industries.

CFO

Future CFO

AUGUST 6, 2020

This allows CFOs to stay laser-focused on triggers and initiatives that account for most of the business value. 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.

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 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. Soliciting investor funding.

Cash Flow Forecasting

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

CFO Simplified

DECEMBER 10, 2021

The post It’s the time of the year for strategic planning and budgeting appeared first on CFO Simplified. If you’ve never done this type of thing before, it may be best to start with an income statement budget that specifies month-by-month expectations for revenues, line-item expenses, net income, and EBITDA.

Strategic Planning

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

The Finance Weekly

AUGUST 5, 2023

Working closely with top-level executives, including the CEO and CFO, FP&A professionals gain valuable exposure and mentorship opportunities. FP&A professionals excel at solving intricate problems related to financial performance and business strategy.

Financial Planning and Analysis (FP&A)

CFO Share

NOVEMBER 8, 2022

For example, during Covid-19, there was a catastrophic reduction in brick-and-mortar retail demand but massive growth in e-commerce sales. Shift sales and operations resources toward strong markets. These critical financial models allow for rapid evaluation of alternatives and resource planning. Competition changes.

Forecasting

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. In 2018 , Jedox was awarded for Excellence in Budgeting Transformation, and won the CFO Innovation Editor’s Choice Award. Jedox Fun Fact.

Financial Planning and Analysis (FP&A)

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

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

Jedox Finance

JULY 18, 2019

Also, a crystal ball to financially model the impact of the strategic options. You need curiosity to develop, challenge, and influence the strategic thoughts of key decision makers. You’ll need courage to explore historical data and reveal where there is a risk to a strategy option.

Financial Planning and Analysis (FP&A)

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. Here’s the advantages of a rolling forecast model. Examples of tests include: What happens if we increase sales 1000%?

Forecasting

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. This includes integrations with systems like Salesforce, QuickBooks, NetSuite, Xero, and Sage so you can analyze and use all your data—including, HR, sales, and CRM—in one place. Sales planning, incentives, and insights.

Financial Planning and Analysis (FP&A)

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. In 2018 , Jedox was awarded for Excellence in Budgeting Transformation, and won the CFO Innovation Editor’s Choice Award. Jedox Fun Fact.

Financial Planning and Analysis (FP&A)

CFO News Room

NOVEMBER 1, 2022

And I get many more questions about implementation than I do maintaining a financial model. And that makes the sales conversation easier. We don’t need to have a sales conversation. I’m here to give you financial clarity and context. Michael: And what was the difference? Where was the gap?

Planning