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. Leading by Example Consider a CFO who champions the adoption of a new cloud-based financial system.

CFO 52

CFO Communication Finance Budgeting 52

Jedox Finance

JULY 18, 2019

We asked several Financial Planning and Analysis professionals to share their perspectives on the mindset needed for success now and in the future. Let’s hear from the practitioners: Gaileon Thompson, Senior Vice President, FP&A Group Manager, US Retail Bank Operations, Citibank, AFP Board of Directors.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. In this buyer’s guide to the best FP&A software, we’ll provide an overview of the top financial planning and analysis tools to consider. Customers success. Key features.

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Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Barry Ritholtz

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. We don’t invest in oil and gas and restaurants and retail and more volatile businesses. RITHOLTZ: Yeah. KENCEL: Right?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57