Adam Kae

AUGUST 18, 2023

We're your financial forecasters, predicting stormy seas before they hit. Communicating Amidst Uncertainty Collaborative Decision-Making: Working Together to Navigate Challenges Picture this: Your ship hits rough seas, and your crew is getting anxious. You communicate. Transparent communication is your anchor in stormy waters.

CFO 52

CFO Communication Strategic Planning Education 52

Centage

SEPTEMBER 7, 2021

You can examine the numbers and look at what happened over the last month, or quarter, or year. Recently, Centage’s Planning Maestro was named to Data Magazine’s list of 101 Most Innovative Business Intelligence Startups & Companies in Massachusetts. This is what only looking at traditional financial reporting is like. Watch Demo.

Finance 52

Finance Data Analysis Forecasting Budgeting 52

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. I caught up with Ryan Keating, Managing Director of Keating Consulting Group , to get his perspective after 20 years of accelerating growth in venture-backed startups. Agility is critical for startups that move fast and pivot.

Planning 52

Planning Marketing Startups CFO 52

The Finance Weekly

MARCH 1, 2022

Reporting, planning, and forecasting are all manual processes that take a lot of time and effort to complete and are based on general ledger data. The lack of formal FP&A structure, processes, and procedures characterizes the lagging stage, which is common among newly founded startups.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 19, 2023

Here is a general process for effective cash flow management: Establish a Cash Flow Forecast: Begin by creating a cash flow forecast, which estimates the expected cash inflows and outflows over a specific period (e.g., This forecast serves as a baseline for monitoring and planning your cash flow.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

The Finance Weekly

NOVEMBER 20, 2022

Particularly CFOs have joined dark social in fast-growing numbers. Due to the strength of the community and the increasing desire for a hub of finance professionals to engage online, it has experienced a spectacular growth, going from 50 members in January 2020 to over 2,500 today. , Why you might ask?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Prioritization 52

PYMNTS

AUGUST 7, 2019

Though LendingClub is still reporting losses this quarter and missed its revenue estimates, the market mostly liked what it saw out of the financial services startup when it reported its Q2 earnings. By the numbers, net loss came in at $10.66 For Q3, LC is forecasting net revenue in the range of $200 million to $210 million.

Leverage 51

Leverage Startups Forecasting Communication 51

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. Moreover, the advent of big data and advanced analytics has armed CFOs with tools to forecast trends, optimize operations, and shape company strategies with unprecedented precision.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. 6 factors when choosing an FP&A tool. It’s also extremely fast with a modern user interface.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

DECEMBER 7, 2020

I bring with me more than 20 years of extensive experience from startups to global multibillion-dollar organisations, including the two largest banks in Malaysia and a renowned low-cost airline loyalty programme. It’s equally critical to communicate this proactively with the board and investors as well. All these are key to success.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

Future CFO

JUNE 10, 2020

The role includes leading, directing and managing the finance team, advising on business and financial planning, providing strategic recommendations to the chief executive officer and the executive management team, and of course, managing the processes for financial forecasting and budgets, and overseeing the preparation of all financial reporting.

CFO 52

CFO Finance Forecasting Leadership 52

PYMNTS

NOVEMBER 13, 2018

Founded in 2012, the telemedicine startup was once a pay-out-of-pocket-only service (insurance didn’t cover those televisits), operating in a few states and simply trying to move out its concept. By 2030, the estimates put that figure at about 100,000.

Healthcare 63

Healthcare Technology Communication Retail 63

Planful

FEBRUARY 23, 2016

A number of the panelists advised getting the best legal counsel and accounting advice when the company is at an early stage. The panelists went on to comment that, as the company grows, people with experience are needed but maintaining the startup culture is vital, too. Transparency and communication are important.

Auditing 40

Auditing CFO Leadership Leverage 40

PYMNTS

MARCH 13, 2017

billion analysts were looking for, and earnings per share were $1.17, instead of the forecasted $1.36. based cross-border payments startup Currencycloud got a major vote of confidence this week as Alphabet’s venture department (formerly known as Google Ventures) joined in on a $25 million investment round. Revenue clocked in at $29.13

Foreign Exchange 40

Foreign Exchange Startups Retail Forecasting 40

The CFO College

APRIL 8, 2021

Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes. World-class reporting also fosters better communication among the management team, board, investors, and lenders.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

PYMNTS

MARCH 15, 2019

The book was Douglas Hofstadter’s “ Fluid Concepts And Creative Analogies: Computer Models Of The Fundamental Mechanisms Of Thought ,” which on its own would not have been historically significant except for the fact that Wainwright bought the book as part of an invite-only beta by a newly-launched eCommerce startup called Amazon.

eCommerce 43

eCommerce Startups Retail Manufacturing 43

PYMNTS

APRIL 30, 2018

According to a Crunchbase article published in February of 2018, investments in blockchain and blockchain-related startups (excluding initial coin offerings, or ICOs) were already 40 percent of what they were in 2017. Consider the money being poured into it. And in 2017, those investments were off-the-charts nuts.

Banking 73

Banking Investments Concentration Accounting 73

PYMNTS

AUGUST 29, 2019

This helps FIs communicate with each other and makes it easier for them to comply with transparency regulations while providing their customers with more control over their data. Aggregating financial data from a smorgasbord of FIs enables CUs to create customer profiles and forecast the services they will likely use.

Banking 63

Banking Securities Forecasting Communication 63

Barry Ritholtz

APRIL 18, 2023

RITHOLTZ: But you’re not dealing with startups; you’re dealing with — BARATTA: Correct. RITHOLTZ: And you guys, your bread and butter is not forecasting the economy. It changed the way we communicated with each other. BARATTA: — technology. RITHOLTZ: — more established businesses. BARATTA: No.

Investments 60

Investments Valuation Marketing Currencies 60

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

Treasury 52

Treasury Economics Retail Entertainment 52