E78 Partners

NOVEMBER 26, 2024

Financial Expertise: A skilled private equity consultant brings a robust financial skill set, including financial modeling, valuation analysis, and performance metric design tailored to private equity investments. Their understanding of similar businesses can provide valuable insights and help you achieve your goals.

Investments

CFO Thought Leader

APRIL 17, 2025

Now guiding Fusion Connects shift from legacy telecom to cloud communications, McClintock stresses bookingsminuschurn, customer NPS, and datarich dashboards discussed at every allhands.

CFO

CFO Talks

MAY 14, 2025

When financial models influence hiring, creditworthiness, or client scoring, there must be oversight to ensure those models are free from bias, comply with data protection laws, and align with corporate values. As financial leaders, we must ask: is the logic of our systems consistent with the ethics of our business?

Numbers

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions. Turning to soft skills, it’s not so easy here.

Financial Planning and Analysis (FP&A)

Fpanda Club

APRIL 11, 2021

Whether in a startup or in a well-known corporation, it is hard for FP&A practitioners to avoid building financial models of these 3 basic financial statements. On the contrary, FP&A analysts embrace a wide variety of soft skills which are absolutely necessary for an effective and efficient communication.

Financial Planning and Analysis (FP&A)

Spreadym

OCTOBER 3, 2023

Skills: They possess a range of technical and soft skills, including financial analysis, financial modeling, data management, budgeting, forecasting, communication, and problem-solving skills. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A)

CFO Thought Leader

SEPTEMBER 28, 2024

In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financial planning and analysis (FP&A), with a focus on navigating complex business environments.

Financial Planning and Analysis (FP&A)

Fpanda Club

APRIL 18, 2022

To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information. 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)

CFO Talks

OCTOBER 10, 2024

Build Financial Models That Reflect Strategy Your budget and financial reports should reflect strategic goals. Takeaways for CFOs Communicate the Vision: Ensure everyone on your finance team understands the company’s strategy. What are the key goals? Is it growth, innovation, or cutting costs?

Numbers

The Finance Weekly

JANUARY 19, 2023

It involves analyzing financial statements and data from different business units. Specialists in operational finance create financial models that outline the details of business processes and their impact on the company's goals, staff plans, budget, and cash flow. Help department heads make the case for new hires.

Leadership

Centage

OCTOBER 17, 2022

To that end, it’s essential to have a software program that lets you create multiple versions of your budget based on different financial models. To that end, savvy owners utilize software programs that allow for more collaborative workflows as part of their financial planning process.

Strategic Planning

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. Pros of Vena for FP&A Flexible Modeling: Vena is known for its flexibility in financial modeling.

Financial Planning and Analysis (FP&A)

CFO Talks

FEBRUARY 9, 2024

Financial Planning and Analysis: Forecasting and analysing financial trends are fundamental skills for today’s CFOs. When interest rates remain steady, CFOs must meticulously review their financial projections. This demands strong communication skills and a comprehensive understanding of economic dynamics.

CFO

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)

The Finance Weekly

AUGUST 6, 2024

By incorporating their insights into your financial models, you can improve sales forecasts and spot exciting growth opportunities. Promote Seamless Communication Among Departments When we set up open channels for communication, it boosts teamwork, reduces conflicts, and helps with decision-making.

Financial Planning and Analysis (FP&A)

E78 Partners

SEPTEMBER 14, 2023

Establish a robust calendar of activities, expectations and ownership BP&B Expectations and Accountability: Clear communication and active stakeholder engagement foster budget transparency, ownership, and collective buy-in. Timely Planning | The BP&B Calendar : Ensure that the budgeting process is both time-efficient and effective.

Financial Planning and Analysis (FP&A)

CFO News Room

JANUARY 11, 2023

Understanding of financial regulations and laws. Excellent communication and interpersonal skills. Knowledge of financial software applications and financial modeling. Though banking professionals are often well compensated, precise salary figures will differ from one financial institution to another.

Banking

Boston Startup CFO

JULY 10, 2016

TK: The ability to communicate your thinking and decision-making rationale is absolutely critical to success in any finance role. It is not just about building a fully integrated financial model and making a financial decision based on whether or not the output cell is green or red.

Startups

The Finance Weekly

AUGUST 5, 2023

Effective communication skills are essential for FP&A professionals to present financial analysis and recommendations to diverse stakeholders, enhancing their proficiency in communication. The progression from more junior to more senior roles in this chosen field typically follows a certain path.

Financial Planning and Analysis (FP&A)

E78 Partners

NOVEMBER 12, 2024

Collaborating with the strategic FP&A team early in the process is particularly valuable, as their forecasts and financial models provide key inputs for impairment testing and other complex calculations.

Auditing

E78 Partners

NOVEMBER 12, 2024

Collaborating with the strategic FP&A team early in the process is particularly valuable, as their forecasts and financial models provide key inputs for impairment testing and other complex calculations.

Auditing

CFO Talks

SEPTEMBER 12, 2024

Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios. Actionable Steps: Establish regular communication with your top customers and suppliers, ensuring you understand their financial health and potential impacts on your business.

Leverage

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. This is a space that is largely unexplored and represents immense potential for us to understand, interpret, communicate and execute on these predictions. Crystal ball.

Technology

Collectiv

MARCH 5, 2025

Its efficient communication and integration with the rest of your data stack are critical to meaningful planning. By integrating planning with the broader data strategy , organizations are able to create more dynamic and scalable financial models. Planning software shouldnt be an afterthought that you fit in.

Planning

Future CFO

SEPTEMBER 17, 2023

The second aspect is business partnering, where you need to ensure that the financial model is planned to set the business up for success when there could be dependencies and constraints that limit what you can financially support the business.

Financial Planning and Analysis (FP&A)

CFO Simplified

DECEMBER 12, 2021

Leaders in finance are most successful when they have skills in communication, quantitative analysis, financial planning, and team building. CFOs are part of the company’s internal finance team just as bankers, and CPAs, are part of the company’s external finance team.

Accounting

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

E78 Partners

NOVEMBER 26, 2024

Financial Expertise: A skilled private equity consultant brings a robust financial skill set, including financial modeling, valuation analysis, and performance metric design tailored to private equity investments. Their understanding of similar businesses can provide valuable insights and help you achieve your goals.

Investments

E78 Partners

NOVEMBER 26, 2024

Financial Expertise: A skilled private equity consultant brings a robust financial skill set, including financial modeling, valuation analysis, and performance metric design tailored to private equity investments. Their understanding of similar businesses can provide valuable insights and help you achieve your goals.

Investments

Jedox Finance

JULY 18, 2019

Also, a crystal ball to financially model the impact of the strategic options. Develop your modeling abilities to predict multiple outcomes, press for clarity on assumptions, and deliver a recommendation. Clarity: Strive for clarity in your presentations to foster communication and alignment.

Financial Planning and Analysis (FP&A)

Future CFO

MAY 22, 2024

For the Ateria Group CFO, financial leaders must take a strategic, flexible, and all-encompassing strategy to lead the digital transformation. They should also refrain from strict adherence to conventional financial models, poor talent acquisition, and unclear communication about the financial ramifications.

CFO

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. In the current pandemic, what financial advice do you give to early stage startups? Communicate multiple runway scenarios.

Planning

PYMNTS

SEPTEMBER 7, 2018

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.” Cassity noted that these providers must communicate, set the proper expectations and follow up with clients.

B2B

CFO Talks

MARCH 19, 2024

By distilling these goals into a concise list and communicating them consistently—whether in formal presentations or casual discussions—the CFO ensures everyone understands and aligns with the finance department’s direction. This might involve enhancing digital finance capabilities or adopting sustainable business practices.

CFO

Centage

OCTOBER 17, 2022

To that end, it’s essential to have a software program that lets you create multiple versions of your budget based on different financial models. To that end, savvy owners utilize software programs that allow for more collaborative workflows as part of their financial planning process.

Strategic Planning

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities