CFO Thought Leader

MARCH 19, 2025

Read More That early lesson in financial storytelling set the foundation for a career built on bridging finance with operations. Swenson tells us his path wasnt a straight linehe originally pursued computer science before pivoting to economics and then accounting.

CFO 59

CFO Marketing Financial Analysis Leadership 59

Fpanda Club

SEPTEMBER 2, 2021

FP&A analyst, in turn, is a promising yet developing profession that can be interesting to graduates with finance, statistics, economics or business degrees as well as to finance professionals from adjacent disciplines. Planning, budgeting and forecasting are linked together forming financial planning processes.

Financial Planning and Analysis (FP&A) 130

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

FISPAN

DECEMBER 8, 2021

Anek brings an extensive background in business development and customer success, with key specializations including project scoping, business and financial analysis, and relationship management. Get to know Anek, his aspirations at and beyond FISPAN, and how the emerging sector of FinTech allowed him to pursue a career in banking.

Financial Analysis 59

Financial Analysis Education Economics Banking 59

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Much of my focus, when it comes to data, is on company-specific variables, rather than macro economic data, for two reasons.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

PYMNTS

NOVEMBER 16, 2020

That can mean linking SMBs to actionable insights and financial analysis, a function that could benefit both the SMB as well as the lender, which can obtain richer data that can, in turn, be used to underwrite future financing. The SMB lending space is evolving rapidly.

Technology 115

Technology Financial Analysis Finance Invoicing 115

Future CFO

JUNE 2, 2024

Bhurima Tienwuttinun (BT): A typical day in my role as a forensic accountant specialising in insurance loss quantification, quantum expert services of evaluating economic damages in litigation and arbitration cases, and fraud investigation is multifaceted and dynamic. FutureCFO: What does a typical day look like for you?

Financial Analysis 98

Financial Analysis Leadership Accounting Economics 98

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting.

Finance 98

Finance CFO Forecasting Leverage 98

Spreadym

OCTOBER 3, 2023

FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A) 59

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

Trade Credit & Liquidity Management

MARCH 6, 2025

Although other use cases exist for B2B data, for example, stock market performance on public companies, this article will focus on an overview of the four primary use cases: (1) credit and financial analysis, (2) B2B marketing lists, (3) supplier evaluation, and (4) KYC and compliance.

Financial Analysis 52

Financial Analysis Compliance B2B Financial Data 52

CFO Talks

FEBRUARY 9, 2024

Recently, the South African Reserve Bank’s decision to maintain interest rates has had significant implications not only for the economic landscape but also for the competencies demanded of today’s CFOs. The Reserve Bank decided to keep interest rates unchanged, opting for stability amidst ongoing economic turbulence.

CFO 52

CFO Strategic Planning Communication Risk Management 52

Musings on Markets

FEBRUARY 18, 2025

The other is accounting depreciation , which often has little to do with economic depreciation (value lost from aging), and subject to gaming. Extrapolating, projects and companies with older assets will tend to have overstated accounting returns, as inflation and depreciation lay waste to book values.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

CFA Institute

APRIL 8, 2021

Responses to SASB performance metrics can enhance financial analysis as the transition from gas-powered vehicles evolves.

Financial Analysis 52

Financial Analysis Economics 52

Trade Credit & Liquidity Management

APRIL 30, 2025

Other companies, like home builders, durable goods manufacturers, and those in the travel industry, are sensitive to broader economic cycles due to their reliance on discretionary consumer spending, and in some cases, to Mother Nature. Financial Analysis is Required To assess these factors, access to financial statements is essential.

Manufacturing 52

Manufacturing Economics Financial Analysis Auditing 52

CFO Leadership

OCTOBER 10, 2023

Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes. The large language model (LLM) is trained on the financial documents, terminology, trends and data that Bloomberg has collected for nearly a half-century.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Focus CFO

DECEMBER 6, 2021

A fractional CFO is in the best position to do this because they have the overall organization in their view, which means they can tie in different areas of the business to create alignment around a strategic financial plan. Identifying Current Challenges.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Onplan

JANUARY 19, 2022

If you can’t help but wonder why such a large number of people would quit their job and step away from the security of their positions in an economically turbulent time, the answer is simple: they think they can do better. Listen to employees. The more transparent a company is, the easier it is for employees to plan their future accordingly.

Communication 97

Communication Leadership Planning Financial Analysis 97

CFO Talks

JANUARY 30, 2025

He also stressed the importance of monitoring leading indicators, such as sales leads and inventory levels, to address issues before they impact financial performance. He shared an example from the COVID-19 pandemic when he worked with a PPE manufacturer that faced massive short-term demand.

Communication 52

Communication CFO Valuation Construction 52

Centage

JANUARY 17, 2023

If, on the other hand, the office of finance has access to reporting and analytics tools with their accounting software that collates financial data from across the business, the financial analysis of the reasons for a positive or negative variance becomes clearer.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Planning Forecasting 98

Future CFO

JANUARY 22, 2024

In the present landscape, businesses can access up-to-date financial information at any given moment, empowering them to make well-informed decisions promptly. This instant access to data cultivates agility and adaptability in an ever-evolving economic terrain.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

CFO News Room

JANUARY 11, 2023

Financial managers are the captains of the financial industry, mapping out the course for a company’s future and guiding them through tough economic times. These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made.

Banking 130

Banking Financial Analyst Budgeting Investments 130

CFA Institute

DECEMBER 12, 2019

Based on the risk-adjusted performance of all three categories of private real estate funds, investors are paying billions in economically unwarranted fees.

Economics 59

Economics Performance Measuring Financial Analysis Communication 59

CFO Talks

MARCH 14, 2024

This involves rigorous financial analysis to assess the viability of new projects, coupled with a strategic perspective on how these investments align with the company’s long-term goals. By applying a balanced approach, CFOs can ensure that innovation efforts are both ambitious and financially sound.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

MARCH 1, 2021

All of this additional data can then be applied to financial analysis in a wide variety of ways, such as, developing company goals and objectives, creating financial policy, evaluating economic trends, and more. A company’s relationship with its customers can now be tracked via social media or web logs.

Finance 52

Finance Communication Financial Analysis CFO 52

Future CFO

AUGUST 30, 2021

A mix of temporary and permanent professionals, which can be continually adjusted, allows financial managers to quickly access specialised skills and scale headcount up and down according to business needs. . A Bachelor’s degree in the following will be expected for this role are Accounting, Finance or Economics.

Financial Planning and Analysis (FP&A) 52

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

CFO Network

FEBRUARY 14, 2024

In contrast, a Fractional CFO allows you to access top-tier financial talent without the financial burden. Expert Financial Analysis A Fractional CFO brings a fresh perspective to your financial landscape. This cost-saving measure can free up resources for other essential aspects of your business.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 52

CFA Institute

FEBRUARY 26, 2020

A long-forgotten economic indicator demands a reappraisal, says Daniel Nevins, CFA.

Economics 52

Economics Performance Measuring Financial Analysis Banking 52

PYMNTS

APRIL 23, 2019

These struggles are shaping the accounting technology landscape, as well as the relationship between technology and human accountants, as the sector looks to ease the pressure of number-crunching and financial analysis from small business owners’ shoulders.

Numbers 61

Numbers Accounting Financial Analysis CFO 61

Future CFO

MARCH 27, 2025

He believes Finance teams must venture beyond adherence to regulations, and this would include data lineage tracking to ensure transparency in financial models, automated anomaly and bias detection to prevent errors from skewing decisions, and AI model validation protocols to maintain accuracy over time.

Compliance 52

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

CFA Institute

MARCH 26, 2025

Quality of Earnings: By approaching financials with this sharper lens, analysts can not only anticipate problems but also identify opportunities that align with long-term value creation.

Financial Analyst 52

Financial Analyst Performance Measuring Financial Analysis Risk Management 52

CFO Share

DECEMBER 9, 2023

In the whirlwind of being a small business owner, you may feel too overwhelmed to take time for forecasting, but building a financial forecast is not just an advantage—it’s a necessity for survival and growth. The post The Value of Financial Forecasts for Business Planning appeared first on CFOShare.

Forecasting 52

Forecasting Planning Currencies Startups 52

E78 Partners

AUGUST 1, 2023

This shortage is particularly pronounced in times of economic growth, when many companies are actively pursuing acquisition strategies to expand their market presence. Adding to the complexity is the known shortage of skilled accounting and finance professionals available in the marketplace.

Leverage 52

Leverage Financial Analysis Accounting Budgeting 52

CFA Institute

MARCH 11, 2025

Sandeep Srinivas, CFA is a partner and fund manager at FIM Partners in Dubai. He oversees a substantial asset base across Frontier Emerging Markets and the Middle East. He spends significant time on in-depth investigation of business models to uncover opportunities for long-term, value-driven investments.

Investments 52

Investments Marketing Leadership Leverage 52

CFA Institute

FEBRUARY 8, 2024

The economy matters, but it matters differently to different investors depending on their distinct objectives, timelines, and asset allocation. And it’s not the only thing that matters.

Marketing 52

Marketing Risk Management Financial Analysis Economics 52

Finvisage

DECEMBER 31, 2019

Risk of Illicit financial activities seen at Patisserie Valerie could have been mitigated with our Treasury Management System. Finvisage provides automated customisable reports which provides appropriate time rationing among financial reporting and financial analysis.

Reconciliations 52

Reconciliations Accounting Financial Analysis Financial Data 52

Musings on Markets

AUGUST 15, 2023

The most obvious reason is economic, where a crisis and collapse in government revenues, from taxes and other sources, causes a government to be unable meet its obligations. Ultimately, a government that chooses to default is making a political choice, as much as it is an economic one.

Investments 98

Investments Currencies Treasury Hurdle Rate 98

CFO Share

SEPTEMBER 29, 2021

My finance team performed a rigorous cost benefit analysis of working from home and hybrid work versus our baseline of 100% working from office. The first step of any financial analysis is to brainstorm the universe of costs and gains associated with the policy at question. Your small business’ results will be different.

Profit and Loss 59

Profit and Loss Financial Analysis Finance CFO 59

CFA Institute

FEBRUARY 12, 2025

For financial analysts, understanding bank liquidity risks is essential not just for assessing individual banks but also for evaluating broader market conditions.

Banking 52

Banking Financial Analyst Marketing Performance Measuring 52