CFO Talks

NOVEMBER 11, 2024

To transition from a newly qualified accountant to a Chief Financial Officer (CFO), several key skills are essential: 1. Financial Acumen : A deep understanding of financial principles, reporting, and analysis is fundamental.

CFO

CFO Dive

AUGUST 7, 2025

The bulk of his previous experience is in investing, and he has been involved in multiple companies, according to Shift4s 2024 proxy statement. He served as a partner at the investment management firm Searchlight Capital and was a member of the investment team at Oaktree Capital Management, the proxy statement said.

CFO

CSC Advisors

JUNE 25, 2025

Instead, think of hiring as an investment in your company’s future. When expansion is the right move, it is essential to consider zoning, compliance, and building codes as part of your plan. But bringing on new staff without a long-term workforce strategy can create more problems than it solves.

Planning

Future CFO

MARCH 27, 2025

Leslie Joseph , principal analyst at Forrester , believes companies must go beyond compliance checkboxes and implement robust data governance in connection with the release of the EU AI Act, as regulations will evolve, but finance teams that embed strong data and AI governance today will gain a long-term competitive edge.

Compliance

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions.

Financial Planning and Analysis (FP&A)

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

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. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A)

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. Resource Allocation: Financial Planning and Analysis helps organizations allocate their resources effectively.

Financial Planning and Analysis (FP&A)

Spreadym

NOVEMBER 16, 2023

Financial Modeling: FP&A software should support financial modeling, allowing users to create complex financial models to analyze different aspects of the business, such as cash flow, profitability, and return on investment. Compliance features help organizations adhere to regulatory requirements.

Financial Planning and Analysis (FP&A)

The Finance Weekly

JULY 19, 2022

FP&A teams are responsible for a variety of activities, including periodic financial close and consolidations, strategic and annual planning, monthly forecasting, cash flow forecasting, financial reporting, financial modeling, and what-if scenario planning and analysis. Strategic financial planning.

Financial Planning and Analysis (FP&A)

Spreadym

SEPTEMBER 27, 2023

Pros of SAP Business Planning and Consolidation Comprehensive Financial Planning: SAP BPC is known for its comprehensive financial planning capabilities, making it suitable for complex financial modeling and budgeting processes.

SAP

CFO Simplified

DECEMBER 12, 2021

A team member in the finance department addresses how a business manages their money, from: Investing and borrowing. In publicly traded companies, the CFO is also responsible for the company’s compliance with Securities and Exchange Commission (SEC) rules and regulations. Cash flow forecasting. Growth planning .

Accounting

The Finance Weekly

AUGUST 5, 2023

Your Future in FP&A: Navigating the Varied Career Paths Typically, , Financial Planning and Analysis are integral parts of a comprehensive financial management system, which also includes accounting, revenue and cash flow management , governance, risk, and compliance (GRC), along with other core financial processes.

Financial Planning and Analysis (FP&A)

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making.

Prioritization

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own.

Planning

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have.

Financial Reporting

Michigan CFO

JUNE 7, 2023

Risk Management: Virtual CFOs identify and assess financial risks, develop risk mitigation strategies, establish internal controls and compliance measures, and monitor and report on risk exposures to protect the financial health of the business.

CFO

Future CFO

AUGUST 24, 2020

Stress-testing is a best practice common in financial services and is quite essential in an effective and robust FP&A function. FP&A can do this by stressing single variables in financial models to the extreme, or by creating scenarios of multiple stressors to understand when the companies becomes insolvent.

Financial Planning and Analysis (FP&A)

The Finance Weekly

APRIL 13, 2024

Every modern enterprise, regardless of size, requires finance software to manage various aspects of its financial health. This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting.

Financial Planning and Analysis (FP&A)

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning

Onplan

NOVEMBER 30, 2022

Key features — The top features each platform is known for or has invested in. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Since Workday acquired Adaptive Planning, they’ve invested a lot in making the two systems work well together. Customers success.

Financial Planning and Analysis (FP&A)

The Charity CFO

APRIL 15, 2022

Why turnover in the financial department is SO damaging for nonprofits. Why HR compliance issues are a bigger risk than tax compliance for most organizations (and why you shouldn’t trust your accountant with HR). And there’s the other 20% of us that really like financial modeling and yeah.

Nonprofit

CFO Talks

MARCH 12, 2025

New regulations, technologies, and trends emerge, affecting businesses, investments, and financial decision-making. Lifelong learning ensures that your knowledge stays relevant, helping you make informed decisions, improve your career prospects, and stay ahead in the financial world.

Finance