Planful

MARCH 18, 2019

The FP&A team is numbers-oriented, but also requires a great deal of communication skills. The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. FP&A teams can do so by leveraging these four essential types of financial reports techniques.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Budgeting 40

Future CFO

DECEMBER 7, 2023

Financial leaders are often the primary contact for investors and financial institutions, responsible for communicating the company’s financial health and future prospects. Given this, a CFO’s ability to present a compelling financial narrative can attract potential investors and secure funding for expansion projects.

CFO 52

CFO Communication Leadership Forecasting 52

CFO Talks

FEBRUARY 9, 2024

Historically, CFOs have been primarily responsible for financial reporting, budgeting, and compliance. These silos create barriers that hinder communication, collaboration, and alignment across the organisation. CFOs must ensure financial information is communicated clearly and transparently to organisational stakeholders.

Communication 52

Communication Leadership CFO Budgeting 52

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. This ensures your company’s financial and accounting needs are met effectively.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

The Charity CFO

APRIL 2, 2024

They’ll know how to approach common financial issues for nonprofits, such as limited budgets or restricted funds. Accurate and Timely Reporting Most nonprofit leaders have been there: you can’t make a crucial decision until a certain financial report comes in, but you’re never sure when the data will be available.

Nonprofit 52

Nonprofit Accounting Accounting Firms CFO 52

CFO News

OCTOBER 25, 2023

The National Financial Reporting Authority (NFRA) in India has launched an inquiry into EY member firm S.R. NFRA has requested files and communications related to the audits of Adani Group companies dating back to 2014. Batliboi, one of the longtime auditors of the Adani Group, according to sources.

Accounting 52

Accounting Auditing Communication Financial Reporting 52

E78 Partners

JANUARY 5, 2024

An acquisition adds complexity to the financial reporting and audit process, so it’s important to be proactive and prepared. Orientation and Training: Provide management with detailed training on acquisition-related accounting topics that impact financial reporting and the audit process.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

CFO Share

APRIL 3, 2024

What to Look for in a Bookkeeper Finding a bookkeeper is more than searching for a vendor; it’s about finding a teammate—a professional who understands the importance of accuracy and timeliness in financial reporting. Excellent Communication Skills Effective communication is critical for outsourced bookkeepers.

Communication 52

Communication Prioritization Accounting Standards Financial Reporting 52

Boston Startup CFO

APRIL 12, 2024

409A / Valuations Leveraging our expertise and industry knowledge, we will conduct thorough assessments to determine the fair market value of your company, ensuring compliance with regulations and helping you make informed decisions related to stock options, equity compensation, and financial reporting.

Corporate Finance 40

Corporate Finance Finance Auditing Compliance 40

CFO Selections

NOVEMBER 16, 2022

All nonprofits do some combination of financial reporting, management reporting, and board reporting. Internally these reports help organizations manage risk, evaluate current efforts against performance objectives, make strategic operational decisions, and prepare for what is coming next.

Nonprofit 52

Nonprofit Communication Financial Reporting 52

Future CFO

FEBRUARY 1, 2024

Businesses can then calculate product and corporate carbon footprints, transparently communicate, and comprehensively report auditable sustainability data to their key stakeholders. Hasenoehrl points out that this can be supplemented by capturing data such as carbon emissions reliably, at source.

Finance 52

Finance SAP Auditing IFRS 52

The Finance Weekly

APRIL 21, 2024

CFOs rely on robust finance and accounting expertise, backed by years of experience, to boost the organization's financial health. Communicate with clients, investors, senior management, and stakeholders. Oversee cash flow and strategize for financial requirements. Address accounting and finance issues.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

CFO Talks

MARCH 13, 2024

The role has evolved significantly over the years , transitioning from a focus on financial controls and Wall Street management to a more dynamic and multifaceted position. Today’s CEOs expect their CFOs to be strategic visionaries, business partners, effective communicators, and creators of value.

Prioritization 40

Prioritization CFO Communication Restructuring 40

The Charity CFO

MARCH 6, 2024

Red Flag #2: Lack of Financial Reports Speaking of infrequencies, the lack of financial reports can indicate another red flag. As a leader of an organization, if financial reporting is inconsistent or difficult to obtain, then it’s likely there are some issues with the accounting. Get the free guide!

Nonprofit 59

Nonprofit Accounting Reconciliations Invoicing 59

CFO Talks

OCTOBER 25, 2023

The steward ensures company compliance with financial reporting and control requirements.There are 8 competencies associated with this role, including understanding financial information systems, risk management, and fraud prevention. Key competencies include staff planning, project management, and corporate finance.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

CFO News Room

DECEMBER 16, 2022

Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. Communication Skills.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

Fpanda Club

SEPTEMBER 2, 2021

Management reporting involves a set of reports submitted to management that aims at supporting decision-making process and monitoring progress. Performance management is a range of practices which a company uses to measure its performance and communicate results. Turning to soft skills, it’s not so easy here.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Future CFO

AUGUST 8, 2023

Survey results reveal that 56% of respondents have done at least some kind of modelling of the impact of Pillar Two on their tax profiles and 54% expect their group to align its external communication in relation to its tax performance with a transparency standard, Deloitte said.

Compliance 52

Compliance Communication Leadership Financial Reporting 52

Spreadym

OCTOBER 3, 2023

Many candidates also hold advanced degrees like a Master's in Business Administration (MBA) or a Chartered Financial Analyst (CFA) designation. Skills: They possess a range of technical and soft skills, including financial analysis, financial modeling, data management, budgeting, forecasting, communication, and problem-solving skills.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

The Charity CFO

APRIL 22, 2024

You can do this by promoting open communication and transparency throughout your nonprofit. In addition to communication, you can help reduce burnout by prioritizing employee wellness and mental health. Contact us today to learn more about outsourcing your financial management. Get the free guide!

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. What Do Virtual CFOs Do?

CFO 52

CFO Problem Solving Budgeting Communication 52

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 52

CFO Communication Finance Budgeting 52

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. Attend board meetings and provide detailed financial reports and recommendations to company leadership.

CFO 52

CFO Education Communication Leadership 52

CFO Talks

FEBRUARY 18, 2024

Communicating cost reduction measures to stakeholders Effective communication is key when implementing cost reduction measures in a company. Transparent communication builds trust and maintain employee morale during challenging times.

Communication 52

Communication CFO Restructuring Sales 52

Spreadym

JULY 10, 2023

Post-Close Activities: After the books are closed, post-close activities may include archiving financial records, preparing management reports and analysis, conducting financial reviews, and initiating the next period's accounting processes. These tools enhance collaboration, communication, and accountability among team members.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

The Charity CFO

NOVEMBER 10, 2022

When you have a clear financial picture, it builds donor confidence and trust in your organization. . Generates accurate financial reports. Nonprofit accounting services give you the tools and knowledge you need via accurate reporting. . Transparent and communicative nonprofit accounting services.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

Collectiv

DECEMBER 5, 2022

Effective communication skills are important for success in any FP&A role. You’ll need to be able to take complex financial data and make it digestible for your clients and peers. Luckily, effective communication is a skill that anyone can learn. Why You Need to Hone Your Communication Skills. Managing Your Nerves.

Communication 52

Communication Financial Data Finance Leadership 52

CFO Talks

MARCH 20, 2024

Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. Communicate: Keep talking to your team, especially the Controller, to ensure you’re all aiming for the same goals.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Spreadym

NOVEMBER 16, 2023

The best features of FP&A software often include: Budgeting and Forecasting: These features allow organizations to create detailed budgets, forecasts, and financial plans. Users can input data, make adjustments, and project future financial scenarios. This ensures that financial data is accurate, up-to-date, and consolidated.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Planning Budgeting Financial Modeling 59

The Charity CFO

JUNE 19, 2023

The second is the financial advisor role that we will refer to, which takes on more of an accounting services perspective. At the most basic level, they can help ensure your organization’s finances are in order and help resolve issues involving financial reports and compliance. Get the free guide!

Nonprofit 52

Nonprofit Communication CFO Auditing 52

E78 Partners

SEPTEMBER 21, 2023

Audits, while essential for maintaining the integrity and trustworthiness of an organization’s financial reporting, can be a daunting task. Lastly, drawing up financial statement analytics serves as a guiding tool for auditors, providing them with a clear lens to understand financial trends and variances.

Auditing 52

Auditing General Ledger Reconciliations Accounting Standards 52

Boston Startup CFO

APRIL 12, 2024

We will assist you in navigating the complexities of grant funding, ensuring proper financial management and compliance with funding requirements, providing accurate financial reporting, and maximizing the impact of your research and development projects, helping you secure continued funding and successfully advance your innovative initiatives.

Investments 40

Investments Finance Leverage Compliance 40

The Charity CFO

MARCH 22, 2024

You can use donor data to create communication and cultivation strategies that are more likely to hit the mark with donors. Improving Financial Management Improving your organization’s financial management is one of the biggest benefits of starting a data strategy. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

The Charity CFO

APRIL 23, 2024

Tamela tells us as well that good communication with the board is essential due to the pressure of having to justify decisions. Confident and proactive communication with them can help ease the conversations of trying to justify every move that an Executive Director makes. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit 52

Nonprofit Leadership Problem Solving Education 52

CFO Share

DECEMBER 13, 2023

Opportunities missed from late financial reporting. Communicate effectively. Here’s the benefits we offer beyond confidence from reliable financials: We are service, not software. The true cost of in-house bookkeeping isn’t just monetary—it’s the missed opportunities and the time lost. Install checks-and-balances.

Auditing 52

Auditing Communication Leverage Accounting 52

CFO Strategic Partners

JULY 9, 2021

Financial reporting was inconsistent and unreliable, and without that data, it was impossible to see whether rapid-fire growth could be supported. Finally, we used the improved financial processes and knowledge to create a budget that both guided decision making and built accountability. The results speak for themselves.

CFO 52

CFO Budgeting Financial Reporting Communication 52

Adam Kae

AUGUST 25, 2023

The complexities of tracking income, expenses, taxes, and financial reports can feel like an overwhelming dance, leaving you fatigued and distracted from your core business activities. It's not uncommon to spend valuable hours pouring over spreadsheets and financial statements, trying to ensure accuracy and compliance.

Marketing 52

Marketing CFO Communication Compliance 52