Centage

OCTOBER 17, 2022

If you want to forecast your financial future, start by looking back at past performance. At minimum, companies should examine three years of data with a focus on sales, costs related to sales, historical depreciation, and taxes, among other factors. Assess your risk tolerance using cash flow forecasts for each scenario.

Strategic Planning

CFO Simplified

DECEMBER 12, 2021

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

Accounting

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

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

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)

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.” Flockgen also makes money when customer referrals are converted into sales.).

B2B

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? A CEO generally wants to avoid drilling down into the numbers at a granular level.

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? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A)

Planful

MARCH 16, 2016

The cloud also makes it easy to integrate operational and financial data, which increases accuracy and ensures forecasts are aligned with company goals. Advanced Modeling. Each department requires varying levels of detail in their financial models, and the dimensions will differ between departments.

Forecasting

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. This includes integrations with systems like Salesforce, QuickBooks, NetSuite, Xero, and Sage so you can analyze and use all your data—including, HR, sales, and CRM—in one place. Sales planning, incentives, and insights.

Financial Planning and Analysis (FP&A)

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. A pro forma invoice is not a type of pro forma financial statement.

GAAP

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. These could be VP of sales, product, engineering, commercial, etc. Lastly is to maintain a healthy board environment.

Startups

Barry Ritholtz

APRIL 4, 2023

And that’s really what was the genesis for, you know, our sale to Carlyle. One of them is here in the studio with us today, Jessica Tannenbaum who heads up our marketing area and communications. By the way, you’re not really in this private credit business, and that’s really going to be a growth area. RITHOLTZ: Right.

Mergers and Acquisitions (M&A)