CFO Thought Leader

APRIL 24, 2025

A Finance Strategic Moment While living in Shanghai, Chris Greiner learned a lasting lesson in problem-solving when a narrower lane repainting cut his commute time in half. He details Zetas data-driven mindsetrelying on real-time consumer insights to guide forecasting, investment, and shareholder communications.

CFO 52

CFO Problem Solving Forecasting Communication 52

CFO Talks

NOVEMBER 11, 2024

This broadened her skills and highlighted the importance of cultural sensitivity, teamwork, and innovative problem-solving. Each team member brought unique perspectives and approaches to problem-solving, which often led to innovative solutions that I had not previously considered.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Talks

MAY 7, 2025

But navigating complex financial problems isnt just about being good with numbers; its about using those numbers to make smart, impactful decisions. Why Financial Problem-Solving Matters More Than Ever Lets be clear: Financial problem-solving isnt just another skill for a CFO its the skill. Then ask it again.

Problem Solving 52

Problem Solving CFO Communication Performance Measuring 52

Future CFO

NOVEMBER 27, 2024

Manual work is being challenged and companies need to invest in Automation and Digital experience for people to stay engaged," says Pervez. Companies should invest in the continuous professional development by taking a more holistic approach to upskilling to stay ahead and be equipped for the future."

Accounting 105

Accounting Finance Problem Solving Accounts Payable 105

CFO Talks

JANUARY 6, 2025

Whether its finding a mentor, exploring new investment strategies, or connecting with peers to exchange ideas, having a clear purpose ensures your efforts are focused and meaningful. By investing time in fewer but richer interactions, youll create connections that genuinely matter.

CFO 52

CFO Cash Flow Forecasting Foreign Exchange Problem Solving 52

Bramasol

FEBRUARY 18, 2025

In todays digital economy, businesses rely heavily on SAP consultants to guide them through complex ERP implementations, streamline processes, and maximize the value of their SAP investments. Effective Communication Skills Communication is a crucial skill for SAP consultants.

SAP 62

SAP Problem Solving Communication Accounting Standards 62

CFO Talks

NOVEMBER 25, 2024

Working across different environments also deepened my respect for the varied approaches to problem-solving in the finance field, which has enriched my own approach to leadership. What key skills should a newly qualified accountant develop on their path to becoming a CFO? How do you contribute to the development of others in your field?

Auditing 98

Auditing CFO Leadership Problem Solving 98

CFO Talks

NOVEMBER 20, 2024

For instance, collaborating with international clients has taught me the importance of adapting my communication style and accounting methods to align with their expectations and values. Leadership and communication skills are also essential, as you’ll need to clearly convey financial insights to both financial and non-financial stakeholders.

CFO 52

CFO Prioritization Leadership Communication 52

CFO Talks

OCTOBER 8, 2024

Different work styles, communication preferences, and problem-solving approaches may create friction. Setting clear KPIs and ensuring that these are communicated across the team is essential. Encourage Open Communication A common pitfall in managing diverse teams is the breakdown of communication.

Finance 98

Finance Problem Solving Communication CFO 98

Future CFO

JANUARY 16, 2024

The Coffee Bean & Tea Leaf) Team finalists Ateria Group Azimut Investment Management Singapore Ltd. Marko Horvat, vice president of research in the Gartner Finance practice, noted that CFOs were thinly stretched across many activities in 2023. Geronimo, Shearwater Health Celina Leonardo, Super Magnificent Coffee Company Pte.

Problem Solving 98

Problem Solving Leadership Finance Communication 98

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. CFOs typically have a deep understanding of economic theory and practice and strong analytical and problem-solving skills. Investment Banker. Financial Manager.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

CFO Talks

OCTOBER 31, 2024

Rowen’s career in finance and leadership has positioned him as an influential figure, serving in executive roles across various sectors, including transportation, investment, and industrial management. Although hired as a Financial Manager, I found myself knee-deep in operations, problem-solving, and finding better ways to work.

CFO 97

CFO Leadership Communication Problem Solving 97

CFO News Room

JANUARY 11, 2023

For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. Investment Banker. And how much money do they make?

Banking 130

Banking Financial Analyst Budgeting Investments 130

Future CFO

SEPTEMBER 9, 2024

percentage points faster than those whose digital investments underperformed. According to the 2024 Gartner Board of Directors Survey, 2 which surveyed 285 non-executive board members, 56% said they expect their enterprise to accelerate investments in business initiatives in 2024-2025.

Finance 98

Finance Problem Solving Investments Nonprofit 98

Future CFO

MAY 1, 2024

As for the interesting parts of the role, Celina Leonardo , senior director of corporate finance & strategic investment at Super Magnificent Coffee Company Pte. She adds that impeccable financial analysis is key as effective communication and relationship-building skills foster an innovative and inclusive culture.

Leadership 98

Leadership IFRS Finance Communication 98

Future CFO

MAY 7, 2025

For corporate treasurers, staying ahead means being ready to adapt to these changes in how banks connect and communicate," says McDonald. "My Open communication, local champions, and tailored training are key to encouraging adoption and reducing resistance. It helps build trust and makes problem solving so much easier down the line."

Treasury 52

Treasury Problem Solving Communication Education 52

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. Their work often influences important decisions related to investments, cost control, and revenue growth.

Financial Planning and Analysis (FP&A) 59

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

Global Finance

JUNE 6, 2024

Challenges often reveal new problems to solve, demanding increased focus on finding innovative ways to improve efficiencies. This product simplifies investing for customers and lowers the barriers to entry for investing. Customers’ changing needs also require a response identifying and addressing these evolving needs.

Construction 109

Construction Compliance Cash Management Banking 109

Future CFO

SEPTEMBER 3, 2023

Further into my career at Sloan Financial Group and then Cox Communications, my passion for process optimisation began to take the forefront. Knowing which technology or software is most suitable for your organisation, and how to make full use of the investment will go a long way in justifying and maximizing the ROI of these solutions.

Leadership 52

Leadership Finance Problem Solving Financial Systems 52

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. Additionally, strong communication skills, problem-solving abilities, and adaptability are crucial for effectively serving clients in a virtual capacity.

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

CFO Thought Leader

APRIL 18, 2023

Back in 2008, when Jim Cox was controller for investment management software company Advent Software, he was invited by that firm’s founder and CEO, Stephanie DiMarco, to accompany her to an investor meeting. “I When you have strong relationships among the team, problem solving is more fun and wins are more fulfilling.”

CFO 52

CFO Problem Solving Leadership Communication 52

The Finance Weekly

JANUARY 22, 2024

Resolve accounting and finance problems. Communicate with clients, investors, company leaders, and stakeholders. Identify investment and financial planning opportunities. These skills are: Communication Skills CFOs need clear and persuasive communication abilities, both in speaking and writing.

CFO 52

CFO Education Communication Risk Management 52

CFO Talks

AUGUST 13, 2024

This includes technical skills like accounting and financial analysis and soft skills like communication and problem-solving. Fostering a Collaborative Culture: Encourage Open Communication: Create an environment where team members feel comfortable sharing ideas, asking questions, and providing feedback.

Finance 52

Finance CFO Problem Solving Communication 52

Future CFO

OCTOBER 15, 2023

CFOs need to invest in a narrative that addresses individual journeys to help staff members take ownership of their roles, removing anxiety that can come from feeling a loss of control. Communicating to teams how a transformation is going to impact them requires a very different playbook.

Leadership 52

Leadership Problem Solving Finance 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. Investing Time and Resources Commitment is also measured in terms of resource allocation.

CFO 52

CFO Communication Finance Budgeting 52

CFO Thought Leader

JUNE 18, 2024

This comprehensive strategy, developed with input from all departments, required significant investment but also was crucial for the company’s transformation. Fluent in three languages, he found that his experience at Berlitz broadened his perspective and honed his communication skills. Still, something was missing.

CFO 52

CFO Advertising Budgeting Problem Solving 52

CFO Talks

DECEMBER 16, 2021

He’s got a strong background in auditing, and he’s built a reputation for enhancing processes and problem-solving, we want to talk to him about that too. So I think bringing the small SME experience together with the big multinationals honed my skill set, especially on the processes, problem-solving and the strategy side.

Problem Solving 68

Problem Solving CFO Auditing Accounting 68

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. Finally, forward thinking helps an organization grow.

Nonprofit 52

Nonprofit Leadership Problem Solving Education 52

PYMNTS

JUNE 10, 2019

Under Noto’s charge, SoFi has been investing in different areas such as high-yield checking and no-fee, exchange-traded funds, but those areas will take time to generate profit. This will allow me to be more hands-on and help our leaders problem-solve in real time, while also ensuring that we make our platform vision a reality,” he said.

Problem Solving 49

Problem Solving Restructuring Communication Accounting 49

The Charity CFO

AUGUST 28, 2023

They can provide guidance on: Budgeting Investments Risk management Complex compliance and legal issue All are necessary for keeping the lights on and charting the organization’s path ahead. Leaders should work to foster open communication between members and the board, especially when it comes to strategic planning and problem-solving.

Nonprofit 52

Nonprofit Problem Solving Finance CFO 52

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven. Here you go.

Planning 130

Planning Profit and Loss Communication Education 130

PYMNTS

FEBRUARY 16, 2017

million Series A investment to expand its e-commerce over mobile messaging platform. Rethinking Customer Communication. If you can say grounded in solving a fundamental problem in categories where the problem is notable, we think you can see big results.”.

Problem Solving 40

Problem Solving Communication Restructuring eCommerce 40

Planful

JANUARY 11, 2022

Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth. 4 – Communicate your plans and the benefits of AI in Finance. 1 – Let AI do the heavy lifting.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

CFO News Room

JANUARY 18, 2023

To be successful in the role, you must possess strong analytical and communication skills. It’s a career that demands experience, intellectual agility, and razor-sharp problem-solving skills if you want to stay at the top. Some big companies invest in their employees by offering fantastic career progression opportunities.

Education 130

Education Leadership Communication Sales 130

The Big Picture

JULY 8, 2025

She’s now Chief Investment officer of Citibank’s Citi Wealth, which runs, you know, something like a trillion dollars. The breadth and depth of her experience makes her uniquely situated to be a chief investment officer. Barry Ritholtz : So let’s talk about the investing side. Kate Moore : Absolutely.

Mergers and Acquisitions (M&A) 10

Mergers and Acquisitions (M&A) Investments Economics Numbers 10

CFO Talks

JANUARY 14, 2025

Imagine a project where timelines, responsibilities, and desired outcomes are clearly communicated. Assigning challenging tasks that stretch abilities, offering mentorship, or providing access to training programs shows your investment in their development. Breaking larger goals into smaller, actionable steps also keeps momentum alive.

Problem Solving 52

Problem Solving Leadership Communication Construction 52