CFO Talks

OCTOBER 10, 2024

Build Financial Models That Reflect Strategy Your budget and financial reports should reflect strategic goals. But they were falling short of their financial targets after year two. Takeaways for CFOs Communicate the Vision: Ensure everyone on your finance team understands the company’s strategy.

Numbers

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)

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

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. Resource Allocation: Financial Planning and Analysis helps organizations allocate their resources effectively.

Financial Planning and Analysis (FP&A)

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)

E78 Partners

NOVEMBER 26, 2024

When private equity firms seek to optimize the performance of their portfolio companies and maximize investment returns, partnering with the right consulting firm, like E78, can be a game-changer. Still, it’s often early in the investment cycle or when a portfolio company faces challenges requiring specialized knowledge.

Investments

E78 Partners

NOVEMBER 26, 2024

When private equity firms seek to optimize the performance of their portfolio companies and maximize investment returns, partnering with the right consulting firm, like E78, can be a game-changer. Still, it’s often early in the investment cycle or when a portfolio company faces challenges requiring specialized knowledge.

Investments

Future CFO

MAY 22, 2024

As CFOs are in charge of managing finances , coordinating digital initiatives with financial objectives, and determining return on investment, they work with executives, oversee budgets for technology adoption, and assess the risks involved with digital initiatives. Such shifts include digital transformation, of course.

CFO

E78 Partners

SEPTEMBER 14, 2023

Business Planning and Budgeting (BP&B) is a strategic, operational, and financial management process that organizations use to plan, allocate resources, and manage their business performance effectively. BP&B process and acumen are foundational capabilities, fundamental to achieving an organization’s goals and objectives.

Financial Planning and Analysis (FP&A)

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)

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: Invest in financial management software that offers real-time reporting and analytics, providing immediate visibility into cash flow, expenses, and financial performance.

Leverage

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

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

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. Investing Time and Resources Commitment is also measured in terms of resource allocation.

CFO

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

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

The Finance Weekly

NOVEMBER 20, 2023

Equipped with precise forecasts and AI-driven insights, leaders in financial planning and analysis (FP&A) can: Base decisions on data Establish achievable financial objectives Adapt resource distribution Assess investment possibilities 4. Additionally, PWC recently invested 1 billion dollars in Generative AI.

Financial Planning and Analysis (FP&A)

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

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

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own.

Planning

The Finance Weekly

JULY 31, 2023

Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies. By leveraging AI algorithms and automation, finance professionals can effectively manage complex financial models and optimize investment strategies.

Corporate Finance

BlueLight

JUNE 5, 2020

Either way, the business environment is changing rapidly and this typically means startup founders and their boards are communicating much more frequently than in a “business as usual” situation. The other is the board observer sent by an investor who co-invested in the round. Founding partner at G2VP?—?a

Startups

Future CFO

JUNE 13, 2022

It also involves strategic financial modelling to optimise resources, developing effective tools for financial data analytics, and implementing a robust finance framework to aid in service transformation and improving access to quality care for patients across SingHealth’s institutions.

Healthcare

Cube Software

MAY 11, 2023

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. That's where pro forma statements come into play.

GAAP

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? Hire people who look at the bigger picture.

Financial Planning and Analysis (FP&A)

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? Hire people who look at the bigger picture.

Financial Planning and Analysis (FP&A)

Onplan

NOVEMBER 30, 2022

Key features — The top features each platform is known for or has invested in. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Since Workday acquired Adaptive Planning, they’ve invested a lot in making the two systems work well together. Customers success.

Financial Planning and Analysis (FP&A)

Barry Ritholtz

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S.

Mergers and Acquisitions (M&A)