CFO Thought Leader

JANUARY 29, 2025

For Matt Collis, CFO of PairSoft, storytelling is more than a skillits a strategic tool for aligning teams and scaling businesses. ” Matt Collis, CFO, PairSoft CFO TL: Tell us about PairSoftwhat does the company do, and what are its offerings today? These growth strategies make this an exciting time for PairSoft.

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CFO Accounts Payable Invoicing Reconciliations 52

The Charity CFO

MAY 12, 2025

Thats why one of the foundational principles of The Charity CFO Financial Blueprint is Accounting Team : Every organization needs a skilled accounting team , minimally consisting of an accounting associate or bookkeeper and a CFO or finance director. If you want to download this blueprint, click here. Get the free guide!

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Nonprofit Accounting Leadership Reconciliations 98

CFO Talks

APRIL 29, 2025

Why Its a CFO Power Move Being the numbers person isnt enough anymore. Today’s standout CFOs are the ones who lead operational efficiency , not just report on it. Real-World CFO Wins Heres what happens when CFOs attack non-value activities: One CFO slashed month-end from 12 days to 5 by automating reconciliations.

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CFO Budgeting Reconciliations Communication 52

CFO Talks

FEBRUARY 10, 2025

To mitigate this, CFOs can start small; automating reconciliation and reporting workflows first before scaling. To address this, CFOs must foster a culture of learning, investing in training programs and demonstrating how automation enhances not replaces human expertise. RiseUpForExcellence.

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Financial Reporting IFRS Leadership Reconciliations 90

CFO Talks

JUNE 20, 2025

It is known for results, deadlines, reconciliations, and that long, uphill push towards year-end. How CFOs and Finance Leaders Can Lead This If you are a CFO or senior finance professional, you are in the perfect position to set the tone. And they just might be the reason you hit the bigger target in the end.

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CFO News Room

DECEMBER 16, 2021

There is an ongoing pressure on the CFO to run a tight ship. So, with everyone working at full tilt, how can the CFO improve the productivity of the finance team? Again, reconciliations (such as bank), cash allocations, P2P processes and reporting are good examples of where we can, and should, work smarter. . Source link.

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CFO Dive

NOVEMBER 13, 2023

To speed up expense reconciliation — and, in turn, the financial close — companies need to ditch manual processes and embrace solutions that make managing travel and expenses faster and easier.

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Reconciliations 152

CFO Talks

MARCH 25, 2025

And as CFO, its your job to make sure your systems dont just capture datathey protect it. Heres what this looks like in the real world: Month-end close that runs smoothly because reconciliations are automated and flagged issues are dealt with daily, not at the eleventh hour. Theyre about how your finance function is run.

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CFO Reconciliations Finance Auditing 52

https://trustedcfosolutions.com/feed/

MARCH 22, 2023

Reconciliations — Reconciliations involve comparing your accounts payable ledger to your vendor statements and ensuring they match. Contact CFO Solutions to learn how we can help you tap into the power of Sage Intacct Accounting and implement the best internal solutions to set yourself up for success.

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Accounts Payable Accounting Invoicing Reconciliations 108

Future CFO

FEBRUARY 14, 2025

Platforms like Hitachi iQ enable advanced financial modelling and anomaly detection, while automation has reduced the burden of reconciliation and regulatory reporting, allowing teams to focus on strategic decision-making."

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Cash Flow Forecasting Compliance Leverage Reconciliations 78

CFO Talks

APRIL 15, 2025

Without it, even the most brilliant CFO will find themselves patching up avoidable errors, defending late reports, and wasting energy on workarounds. Reconciliations get done. Why CFOs Need to Champion Accountability If accountability is to thrive, it must start at the top. Its easy to think this is already happening.

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Accounting Forecasting Auditing Compliance 52

CFO Talks

APRIL 10, 2025

As CFO, you’re not just managing the numbersyou’re the last line of defense between your organisation and reputational, regulatory, or even criminal fallout. Are reconciliations documented with sign-offs? As CFO, your job is to make sure they stay real. Fraud is rarely dramatic at first. Whos checking the reconciler?

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Leadership Auditing CFO Reconciliations 52

Future CFO

JUNE 1, 2025

Companies increasingly adopt digital tools to improve cash flow forecasting, automate reconciliation, and manage liquidity more effectively," he adds. Kamra highlights fintech innovations that enable real-time payments, automated reconciliation, and predictive analytics for dynamic risk management.

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Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

Future CFO

MARCH 31, 2025

The whitepaper focuses particularly on the potential of ISO 20022 XML, a messaging format that is specific to reducing friction in account receivable reconciliation and cash allocation processes. This reduces the need for banks to manually intervene in the process, making near real-time, cross border wholesale payments a reality.

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Reconciliations Accounting Banking Technology 52

CFO Thought Leader

AUGUST 8, 2023

CFO GUEST: Dev Ahuja of Novelis 922: The Lessons We Learn | Dev Ahuja, CFO, Novelis MADE POSSIBLE BY LEDGE | Ledge is a command center for payments built for finance teams operating at scale. Finance teams regain control of payments and are freed to focus on strategic business impact, not manual payments work.

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CFO Reconciliations Leadership Finance 52

CFO Thought Leader

AUGUST 15, 2023

CFO GUEST: Rob Goldenberg, CFO, 6sense 924: When AI is Business as Usual | Rob Goldenberg, CFO, 6sense MADE POSSIBLE BY LEDGE | Ledge is a command center for payments built for finance teams operating at scale. Finance teams regain control of payments and are freed to focus on strategic business impact, not manual payments work.

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CFO Marketing Reconciliations Leadership 52

CFO Thought Leader

AUGUST 10, 2023

CFO GUEST: Jim Caci of Ave Point 923: From Inside a Remote Address | Jim Caci, CFO, AvePoint MADE POSSIBLE BY LEDGE | Ledge is a command center for payments built for finance teams operating at scale. Finance teams regain control of payments and are freed to focus on strategic business impact, not manual payments work.

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CFO Finance Reconciliations Leadership 52

CFO Thought Leader

AUGUST 22, 2023

CFO GUEST: Dallas Clement of Cox Enterprises 926: Distinguishing the “What” from the “How” | Dallas Clement, President and CFO, Cox Enterprises MADE POSSIBLE BY LEDGE | Ledge is a command center for payments built for finance teams operating at scale.

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CFO Reconciliations Leadership Finance 52

CFO Thought Leader

JULY 6, 2023

GUEST CFO: Chuck Fisher of Turo 911: Moving the Needle | Chuck Fisher, CFO, Turo MADE POSSIBLE BY LEDGE | Ledge is a command center for payments built for finance teams operating at scale. The post The Day Lehman Brothers Fell | Chuck Fisher, CFO, Turo appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

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CFO Thought Leader

JULY 5, 2023

Guest CFO: Jeff Noto of Zayo CFO Jeff Noto takes us back to a time when he was working in the international division of a Verizon. 913: The Rewards of “Ruthless Transparency” | Jeff Noto, CFO, Zayo MADE POSSIBLE BY LEDGE | Ledge is a command center for payments built for finance teams operating at scale.

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Leadership CFO Finance Reconciliations 52

CFO Simplified

NOVEMBER 21, 2022

President of CFO Simplified, Larry Chester , explained in detail how to do petty cash the right way. And it’s important that when you do those entries that you total them and then that spreadsheet is a reconciliation of all the expenses that were made. . The post Petty Cash The Right Way appeared first on CFO Simplified.

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General Ledger Reconciliations CFO Accounting 98

CFO Strategic Partners

JANUARY 18, 2023

CFO Strategic Partners has the expertise to work closely with CPA firms to provide additional expertise to help companies continue on their growth trajectory. Do you think your business or your clients can benefit from our team of experienced, on-demand outsourced CFOs?

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CFO Auditing Nonprofit Reconciliations 52

PYMNTS

OCTOBER 18, 2020

Finding a finance leader to join as CFO has been a top priority in order to strengthen our executive team with competencies to grow the business on a global scale,” said Sashi Narahari , President and CEO of HighRadius. The suite offers services for cash reconciliation, eInvoicing, collections and credit risk assessment.

Finance 64

Finance CFO Reconciliations Credit Risk 64

CFO Share

JUNE 18, 2024

Practice reconciliation both with and without the integration. Add a fractional CFO to the team As you implement these advanced bookkeeping techniques, you may realize that your current financial management team needs bookkeeping strategies beyond their expertise. This is where a fractional CFO can be invaluable.

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General Ledger CFO Accounts Payable Financial Data 105

CFO Plans

SEPTEMBER 24, 2024

However, hiring a full-time Chief Financial Officer (CFO) can be a significant financial burden for small enterprises. This is where affordable virtual CFO services come into play, offering a cost-effective and efficient solution. Discover how virtual CFO services can transform your business today.

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CFO Startups Tax Planning Accounting 52

PYMNTS

DECEMBER 24, 2020

"Manual checks don't exist in a COVID environment," Chegg CFO Andy Brown told PYMNTS last month. Yet, for many CFOs, ridding the enterprise of the paper check is only the beginning. You have to find other solutions.". The coronavirus crisis has accelerated B2B payments digitization to new heights.

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Future CFO

JULY 4, 2025

From optimising FX routes and automating treasury workflows to enabling real-time fraud detection and smarter reconciliation, AI is already transforming how money moves. Automation and AI should be embraced as foundational, not aspirational. Further, he expects a step-change in AI adoption.

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Cash Flow Forecasting Reconciliations Treasury Compliance 52

CFO Thought Leader

OCTOBER 6, 2024

Or so Partin tells us as he recounts the circumstances surrounding the first of five CFO appointments that have thus far punctuated his finance leadership career. “I Read More This first CFO role cemented Partin’s belief that the CEO–CFO partnership is the most critical relationship in any company.

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CFO Leadership Tax Planning Problem Solving 52

CFO Thought Leader

AUGUST 24, 2023

CFO GUEST: Matt Gustke of WooCommerce 927: A Phone Call from Someone Who Mattered | Matt Gustke, CFO, WooCommerce MADE POSSIBLE BY LEDGE | Ledge is a command center for payments built for finance teams operating at scale.

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CFO Reconciliations Leadership Finance 40

The Charity CFO

JULY 19, 2024

What is a Chief Financial Officer (CFO)? A Chief Financial Officer (CFO) is a senior executive in charge of the strategic direction and goal setting of a nonprofit’s accounting and financial management. As an executive-level role, the CFO is in charge of guiding the overall financial strategy of the organization.

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CFO Thought Leader

APRIL 30, 2024

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. Vintz, a very externally focused CFO, adeptly navigated public company landscapes, from investor relations to quarterly earnings calls.

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

CFO Thought Leader

JULY 27, 2023

CFO GUEST: Chris Kramer of Axonius 919: Adopting a Broader View | Chris Kramer, CFO, Axonius MADE POSSIBLE BY LEDGE | Ledge is a command center for payments built for finance teams operating at scale. Finance teams regain control of payments and are freed to focus on strategic business impact, not manual payments work.

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Future CFO

APRIL 9, 2025

Their jobs become more time-consuming due to the manual reconciliation and workarounds necessary to address data discrepancies. Finance teams feel a direct impact from these inefficiencies, as they are directly responsible for ensuring the accuracy of revenue recognition, closing the books on time, and delivering reliable financial forecasts.

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IFRS Auditing Forecasting Compliance 52

The Charity CFO

APRIL 29, 2022

That means keeping your paperwork organized, staying current on your reconciliations, tracking restricted funds , and accurately recording all your expense and revenue transactions each month. Examine all bank reconciliations for outstanding transactions which could be erroneous. Step 2: The nonprofit audit checklist.

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Nonprofit Auditing General Ledger Reconciliations 104

CFO Talks

MARCH 20, 2024

From Controller to CFO: What Changes? Moving from being a Controller to a CFO is a big step up. Both the CFO and Controller deal with the company’s finances, but they focus on different things. The CFO, however, looks at the bigger picture. It’s like going from keeping score to calling the plays.

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Bramasol

JUNE 25, 2024

The role of enterprise level CFOs has changed radically over the past decade with both a widening scope of influence and greater responsibilities for helping guide corporate transformation programs and technology choices. Sweeping changes in the enterprise technology landscape have also been a key driver in expanding the role of CFOs.

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Compliance Accounting Financial Planning and Analysis (FP&A) SAP 64

CFO Thought Leader

AUGUST 29, 2023

928: The Strategy Between the Slices | Steven Cirulis, CFO, Potbelly MADE POSSIBLE BY LEDGE | Ledge is a command center for payments built for finance teams operating at scale. The post Expansion of the Potbelly Brand | Steven Cirulis, CFO, Potbelly appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

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