CFO Talks

MAY 7, 2025

Always start with a root cause analysis. Strategic Diagnosis: Data, Analysis, and Insight Precision problem-solving means being data-driven. You need to track performance, measure results, and be ready to pivot if the solution doesnt deliver. Then ask it again.

Problem Solving 52

Problem Solving CFO Communication Performance Measuring 52

CFA Institute

MAY 25, 2023

She is interested in valuation and data analysis and plans to study for a master's degree and pursue the CFA charter. He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU.

Concentration 52

Concentration Marketing Data Analysis Valuation 52

Future CFO

AUGUST 7, 2024

Ho notes that CFOs, with their wider lens, can lead a team to draw insights from data to address specific strategic needs. There is a clear distinction between data analysis for analysis sake (e.g.

Data Analysis 98

Data Analysis CFO Budgeting Performance Measuring 98

Spreadym

SEPTEMBER 19, 2023

Performance Measurement Budget: Budgets are primarily used to measure actual performance against planned performance. Forecast: Forecasts are not used for performance measurement in the same way as budgets. This allows for proactive adjustments and better cost control.

Forecasting 59

Forecasting Budgeting Cash Flow Forecasting Benchmarking 59