E78 Partners

APRIL 13, 2023

To capitalize on these strategic choices, PE firms need to invest in a strong CFO office, personnel hires, processes and systems, and consider partnering with a transaction advisor to build a platform for successful roll-up strategies. The office of the CFO is critical to scale PE-backed companies. Have more questions?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JUNE 27, 2018

According to Frey, if an exchange rate shift of more than 10 percent would negatively impact a company’s PNL (profit and loss) or ability to generate revenue, then, regardless of size, that company should deploy an FX risk mitigation strategy. Data from these platforms is instrumental in accelerating risk analysis, Frey explained.

Currencies 53

Currencies Foreign Exchange Risk Management Profit and Loss 53

Future CFO

AUGUST 27, 2023

"I think what’s important is to find out what data is out there to augment your data analysis," Kesuma added. Moody’s, he noted, is well known for its counterparty credit risk analysis. Talking about the pain points of being a CFO, Tan says, "I think the very first important step is to make a conversation.

Risk Management 98

Risk Management Credit Risk Finance Risk Analysis 98