Focus CFO

DECEMBER 6, 2021

A fractional CFO is in the best position to do this because they have the overall organization in their view, which means they can tie in different areas of the business to create alignment around a strategic financial plan. Increasing Communication. Strategic planning relies on good communication.

Financial Planning and Analysis (FP&A)

Spreadym

OCTOBER 3, 2023

They play a critical role in helping companies make informed financial decisions and allocate resources effectively. FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning.

Financial Planning and Analysis (FP&A)

Future CFO

MAY 1, 2024

As for the interesting parts of the role, Celina Leonardo , senior director of corporate finance & strategic investment at Super Magnificent Coffee Company Pte. She adds that impeccable financial analysis is key as effective communication and relationship-building skills foster an innovative and inclusive culture.

Leadership

Future CFO

MARCH 14, 2024

Manabat, on the other hand, thinks that there is a growing need for deeper financial analysis expertise, saying that organising seminars and training sessions for current finance teams, especially seasoned professionals, is essential for keeping them abreast of market dynamics.

Accounting

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. Resource Allocation: Financial Planning and Analysis helps organizations allocate their resources effectively.

Financial Planning and Analysis (FP&A)

CFO Talks

FEBRUARY 9, 2024

This requires precisely understanding how interest rates, investment opportunities, and organisational objectives interact. Stakeholder Communication: Transparent communication with stakeholders is essential for guiding strategic decisions.

CFO

CFO Leadership

OCTOBER 10, 2023

Moving too fast to grab the first shiny object you see in the AI landscape could easily result in a poor investment — and more technical debt the business doesn’t need. That includes investing in people and business processes that can help your AI initiative be successful.

Financial Planning and Analysis (FP&A)

The Finance Weekly

AUGUST 5, 2023

FP&A professionals hold a crucial role in shaping a company's overall business strategy by delivering financial analysis and insights to management. Explore below some compelling reasons to consider FP&A as a promising career path.

Financial Planning and Analysis (FP&A)

The Charity CFO

JUNE 7, 2023

Statement of Activities Financial Uses Assessing Revenue Sources : Analyze the various revenue sources of a nonprofit, such as donations, grants, program fees, and investment income. This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. accounts payable, loans).

Nonprofit

Future CFO

APRIL 21, 2022

A strong CFO-CIO partnership that lead to the best digital investment outcomes was defined as being business centric, as opposed to function centric, and collegial, as opposed to adversarial, according to the advisory firm.

CFO

CFO Talks

MARCH 20, 2024

Financial Analysis: The CFO decides what financial analysis to do to improve the business and shares these insights with other department heads. Communicate: Keep talking to your team, especially the Controller, to ensure you’re all aiming for the same goals.

CFO

The Finance Weekly

JANUARY 22, 2024

Communicate with clients, investors, company leaders, and stakeholders. Manage cash flow and plan for financial needs. Supervise and offer suggestions for the financial department. Identify investment and financial planning opportunities. Resolve accounting and finance problems.

CFO

The Finance Weekly

OCTOBER 13, 2021

CPM involves a greater emphasis on improving communication and business strategies within a company. The responsibilities of controllers today extend to more than just accounting and forecasting; FCs are now expected to engage in business administration and financial planning. CPM is a way to ensure business strategies get executed.

Financial Planning and Analysis (FP&A)

PYMNTS

APRIL 23, 2019

With that in mind, the integration of various products and platforms will also be an essential strategy for Back Office, and is reflective of SMB accounting technology’s bigger shift to meet demand for more holistic services that communicate with each other. At first, their entrance threatened the future of the human accountant.

Numbers

CFO Simplified

DECEMBER 12, 2021

A team member in the finance department addresses how a business manages their money, from: Investing and borrowing. Leaders in finance are most successful when they have skills in communication, quantitative analysis, financial planning, and team building. Cash flow forecasting. Growth planning .

Accounting

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. CFOs must navigate these challenges thoughtfully, prioritizing investments in technology that offer the most significant return on investment and align with the company’s strategic goals.

Prioritization

CFO Talks

AUGUST 13, 2024

This includes technical skills like accounting and financial analysis and soft skills like communication and problem-solving. Fostering a Collaborative Culture: Encourage Open Communication: Create an environment where team members feel comfortable sharing ideas, asking questions, and providing feedback.

Finance

Future CFO

JULY 18, 2021

The insurance industry makes long-term promises to clients and policyholders and the role of the CFO is to ensure that we are providing financial analysis to investors and analysts and explaining what has happened with the value of those promises,” commented Yeoh. Unique to insurance. Data-driven finance.

Marketing

Future CFO

DECEMBER 7, 2020

Ultimately, the CFO still needs to be somebody that executives can trust implicitly to cut through all the biases and be the honest broker in decision-making and running financial analysis. A CFO takes a leading role in crisis management while a “cash culture” must be communicated as a priority throughout the organisation.

CFO

CFA Institute

FEBRUARY 1, 2019

The investment profession has some pretty intense open questions.

Investments

CFA Institute

JANUARY 16, 2019

Evaluating good investment performance is not just tabulating outcomes, says Robert G. Hagstrom, CFA.

Investments

Spreadym

AUGUST 8, 2023

Clearly communicate the rationale behind your budget figures and how they tie into the organization's strategic direction. It serves as a roadmap for allocating funds to acquire, develop, upgrade, or replace capital assets to support growth, enhance services, and maintain or improve the quality of life for a community.

Budgeting

Spreadym

JULY 10, 2023

Effective Communication and Collaboration: Foster effective communication and collaboration among departments involved in the close process, such as finance, accounting, internal audit, and operations. Segregating responsibilities reduces the risk of fraud and enhances the accuracy and reliability of financial reporting.

Financial Planning and Analysis (FP&A)

Spreadym

JULY 21, 2023

Data Analytics and Big Data : Utilizing advanced data analytics and big data technologies to gather insights from vast amounts of financial data. Some projects may be quick wins, while others may require long-term planning and investment. Align these objectives with the overall business strategy and financial goals.

Finance

Boston Startup CFO

FEBRUARY 1, 2023

Creating a pitch deck : A CFO can help you create a compelling pitch deck that highlights the financial aspects of your business, and let you know what gaps needs to be filled before getting in front of investors. They can also bring to your attention many key details that must be communicated to investors to secure their interest.

CFO

The Finance Weekly

JULY 31, 2023

His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit. Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies. The way we communicate may be new, but it is here to stay.

Corporate Finance

CFA Institute

DECEMBER 12, 2019

Based on the risk-adjusted performance of all three categories of private real estate funds, investors are paying billions in economically unwarranted fees.

Economics

CFO News Room

JANUARY 18, 2023

They carry out risk assessments, perform financial analyses, and generate reports for sales and management teams. To be successful in the role, you must possess strong analytical and communication skills. Some big companies invest in their employees by offering fantastic career progression opportunities.

Education

Barry Ritholtz

DECEMBER 28, 2022

. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. He has seen pretty much everything in the world of investing. You’re not allowed to do anything in investment management, and then allow it to do anything in sales. RITHOLTZ: Right. ELLIS: I don’t have to do it.

Profit and Loss

Barry Ritholtz

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. You end up doing investment banking in New York in the mid nineties. What was that like?

Technology