E78 Partners

NOVEMBER 12, 2024

Take a critical look at areas prone to audit issues—such as revenue recognition, procurement, impairment, and financial reporting—ensuring that controls in these high-risk areas meet compliance standards.

Auditing

Spreadym

NOVEMBER 16, 2023

Collaboration and Workflow Management: Features for collaboration and workflow management facilitate communication and coordination among team members involved in the financial planning process. Compliance features help organizations adhere to regulatory requirements.

Financial Planning and Analysis (FP&A)

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. They develop financial models that simulate various scenarios and assess the outcomes on key financial metrics.

Financial Planning and Analysis (FP&A)

CFO News Room

JANUARY 11, 2023

They must make decisions with the utmost accuracy and integrity to ensure compliance with banking regulations and protect the financial institution from costly legal or financial repercussions. Understanding of financial regulations and laws. Excellent communication and interpersonal skills.

Banking

CFO Simplified

DECEMBER 12, 2021

In publicly traded companies, the CFO is also responsible for the company’s compliance with Securities and Exchange Commission (SEC) rules and regulations. Leaders in finance are most successful when they have skills in communication, quantitative analysis, financial planning, and team building.

Accounting

The Finance Weekly

AUGUST 5, 2023

Your Future in FP&A: Navigating the Varied Career Paths Typically, , Financial Planning and Analysis are integral parts of a comprehensive financial management system, which also includes accounting, revenue and cash flow management , governance, risk, and compliance (GRC), along with other core financial processes.

Financial Planning and Analysis (FP&A)

PYMNTS

SEPTEMBER 7, 2018

Working with the wrong partner can lead to issues around late payments, inadequate services or even non-compliance. But any special projects above and beyond the day-to-day routine, like M&A transactions or billing and financial models, a lot of our partners and their clients don’t have that kind of talent.”

B2B

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. For the first few years, I was building financial models for founders that were fundraising. I expanded our service offering to include outsourced finance, accounting, HR and compliance. Compliance ?—?We

Planning

Spreadym

SEPTEMBER 27, 2023

This includes assessing financial risks, market risks, and operational risks. Collaboration and Communication: Effective communication and collaboration within an organization are critical for CPM. It allows organizations to create detailed financial models and forecasts, making it suitable for complex planning processes.

SAP

Michigan CFO

JUNE 7, 2023

Virtual CFOs leverage cloud-based accounting systems, collaborative tools, and remote communication to provide financial services to businesses on a part-time or “fractional” basis. Virtual CFOs offer a range of financial services tailored to the specific needs of businesses. What Do Virtual CFOs Do?

CFO

Future CFO

OCTOBER 20, 2021

Of the many current responsibilities, I enjoy using financial data and providing the insights to influence operational and strategic decisions the most. Based on my own experience of becoming the CFO, broad and diverse operational and financial experiences help prepare one to advance to a C-level position.

CFO

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. The position of Chief Financial Officer has evolved significantly over the past few decades. Building Flexible Financial Models: The ability to quickly adapt to changes is a competitive advantage.

Prioritization

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Instead of reaching out to your marketing, sales, and other departments for data inputs, and spreading your communication across various channels and sources, you can reach instant and total alignment. Customers success.

Financial Planning and Analysis (FP&A)

The Charity CFO

APRIL 27, 2022

The biggest communication problem most nonprofits face (13:25). Why you need to “humanize” your communication. Um, and so I was hired to do digital communications. And then we’ll go give a donation to them as small, as $20 as large as $5,000, and then continue to monitor how they communicate with us over time.

Nonprofit

CFO Talks

MAY 15, 2025

While the CEO might rally the troops and operations scramble to stabilise supply chains, its often the CFO whos left holding the fiscal line – juggling liquidity, compliance, risk, and forecasts that seem to change with every headline. Scenario planning shouldnt be a compliance chore; it should be an essential executive habit.

Numbers