CFO Talks

JANUARY 14, 2025

About the ICFOA and Its Mission The International CFO Alliance (ICFOA) is a global network of finance leaders united by a shared goal: to elevate the role of CFOs in solving some of the worlds most pressing challenges, from economic growth to sustainability. Developing innovative financial models that align with sustainability goals.

CFO 52

CFO Finance Economics Financial Modeling 52

E78 Partners

OCTOBER 30, 2024

Middle-market companies face increasing pressure to maintain their value edge in this competitive financial landscape. Changing economic conditions, technological advancements, and an increasing demand for quick decisions based on cross-functional data have fundamentally reshaped how businesses operate.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 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

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. As companies in the financial services industry aim to navigate uncertain economic climates, creating a robust financial roadmap becomes essential.

CFO 52

CFO Cost Management Leverage Planning 52

Future CFO

SEPTEMBER 9, 2022

CFOs are telling their FP&A leaders that they need to improve flexibility of budgeting and forecasting, enable faster capital reallocation, and updated financial models to reflect rapidly changing business realities,” Pritika Bhattacharjee, vice president, research in the Gartner Finance practice, pointed out.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 97

E78 Partners

NOVEMBER 25, 2024

This team is responsible for conducting thorough due diligence, which involves assessing the target company’s economic health, cash flows, and liabilities. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

Centage

OCTOBER 3, 2022

The process of generating what-if scenarios and financial models or incorporating several variables at once could be time-consuming. The multi-dimensional model could also be challenging to envision, which may lead to errors and oversights. Since Excel has a two-dimensional framework, it can limit your visibility.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Cube Software

APRIL 29, 2024

At its core, FP&A focuses on forecasting financial outcomes, budgeting, and providing actionable insights to support investment decisions.

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 17, 2022

However, in today’s unstable economic circumstances, adhering too strongly to your preconceived notions can result in significant financial loss. To that end, it’s essential to have a software program that lets you create multiple versions of your budget based on different financial models.

Strategic Planning 98

Strategic Planning Planning Cash Flow Forecasting Forecasting 98

Spreadym

OCTOBER 3, 2023

Here's more about who FP&A candidates are: Education: They often have a bachelor's degree in finance, accounting, economics, or a related field. Many candidates also hold advanced degrees like a Master's in Business Administration (MBA) or a Chartered Financial Analyst (CFA) designation.

Financial Planning and Analysis (FP&A) 59

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

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

CFO Talks

NOVEMBER 11, 2024

She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.

CFO 52

CFO Leadership Problem Solving Communication 52

E78 Partners

OCTOBER 28, 2024

They also assist private equity firms in finding potential investment opportunities, evaluating the financial and operational health of target companies, and enhancing the value of portfolio companies through performance improvements and growth strategies.

Financial Modeling 52

Financial Modeling Risk Management Restructuring Investments 52

Future CFO

FEBRUARY 11, 2020

The on-going economic spat between China and the United States , prolonged uncertainty over Brexit and lingering concerns about the broader European economy, and the more perplexing coronavirus , designation 2019-nCoV, outbreak are all contributing to what may well be one of the most challenging periods in the history of modern-day CFOs.

CFO 52

CFO Financial Modeling Finance Economics 52

Future CFO

FEBRUARY 18, 2024

Most organisations will be unable to deliver the profitable outcomes investors have come to expect across much of the last decade, as the convergence of low rates, suppressed wages, and steady economic growth that enabled those results no longer exists.

Management Consulting 52

Management Consulting Financial Modeling Leadership Forecasting 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

Spreadym

MAY 10, 2023

For example, you can assess the financial impact of economic downturn or supply chain disruption. By varying one variable at a time while keeping others constant, you can assess the sensitivity of financial models or forecasts to changes in that specific variable.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Risk Management 52

CFO Talks

SEPTEMBER 12, 2024

Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios. Actionable Steps: Develop at least three scenarios (optimistic, pessimistic, and most likely) for your key financial metrics.

Leverage 52

Leverage Forecasting Communication Economics 52

Boston Startup CFO

APRIL 12, 2024

Financial Modeling & Analysis We can provide you with a comprehensive understanding of your business's financial performance and future prospects. 13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning.

Planning 40

Planning Cash Flow Forecasting Financial Modeling Forecasting 40

CFO Network

FEBRUARY 14, 2024

Expert Financial Analysis A Fractional CFO brings a fresh perspective to your financial landscape. They conduct in-depth economic analysis , helping you identify areas of improvement and untapped opportunities. Their expertise in financial modeling can provide invaluable insights into your company’s performance.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 52

CFO Talks

MARCH 14, 2024

Adapting to Global Economic Conditions and Technological Advancements The global economic landscape and rapid technological advancements present both opportunities and challenges for businesses. Building Flexible Financial Models: The ability to quickly adapt to changes is a competitive advantage.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

JUNE 3, 2020

Unlike others, and due to our exceptional financial model, we believe we are well positioned to take advantage of the many opportunities that present themselves during times of dislocation.”. Will luxury move online?

Retail 52

Retail Financial Modeling Economics Marketing 52

CFO Share

NOVEMBER 8, 2022

As a result, economic downturns make investors selective. Your competition’s response to economic downturns will affect your small business. These critical financial models allow for rapid evaluation of alternatives and resource planning. Demand softens or shifts. Recessions impact demand differently in each industry.

Forecasting 40

Forecasting Economics Investments Financial Modeling 40

Jedox Finance

JULY 18, 2019

A financial analyst uses not only the financial numbers but also market trends, economic indicators as well as works closely with the business to understand the assumptions to provide insights on the impacts of decisions. Also, a crystal ball to financially model the impact of the strategic options.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

CFO Share

JUNE 11, 2024

Unlike in-house teams, which handle a broad range of financial tasks and rarely see other financial models, outsourced CFOs build forecasts for a variety of businesses. Was your recent drop in revenue due to macro-economic forces or an under-performing sales team?

Forecasting 52

Forecasting Financial Planning and Analysis (FP&A) CFO Financial Modeling 52

Centage

OCTOBER 3, 2022

The process of generating what-if scenarios and financial models or incorporating several variables at once could be time-consuming. The multi-dimensional model could also be challenging to envision, which may lead to errors and oversights. Since Excel has a two-dimensional framework, it can limit your visibility.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

Centage

OCTOBER 17, 2022

However, in today’s unstable economic circumstances, adhering too strongly to your preconceived notions can result in significant financial loss. To that end, it’s essential to have a software program that lets you create multiple versions of your budget based on different financial models.

Strategic Planning 52

Strategic Planning Planning Cash Flow Forecasting Forecasting 52

Future CFO

OCTOBER 11, 2020

We’ve done scenario planning and stress tests to anticipate the impact on financials models, translating risks into recommendations to business actions. One is traditional and the other using predictive models. These models have been effective for us to financial plan and take actions to address the business.

CFO 40

CFO Forecasting Finance Financial Modeling 40

E78 Partners

NOVEMBER 25, 2024

This team is responsible for conducting thorough due diligence, which involves assessing the target company’s economic health, cash flows, and liabilities. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

This team is responsible for conducting thorough due diligence, which involves assessing the target company’s economic health, cash flows, and liabilities. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

JULY 19, 2023

In today’s ever-evolving business landscape, characterized by economic uncertainty and rapid changes, staying ahead of the curve has become crucial for organizations aiming to achieve sustainable success. Our team of experts provides thought leadership, helping organizations identify the most critical strategic goals and objectives.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MARCH 27, 2025

"AI models are only as good as the data they ingest, and bias, drift, or errors can lead to faulty financial insights." Leveraging AI To enhance the teams financial analysis and decision-making processes, leveraging AI and other technological advances is now an imperative in the business world.

Compliance 52

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

Spreadym

JUNE 6, 2023

This evaluation helps in monitoring performance, identifying deviations, and taking corrective actions to achieve financial goals. Financial forecasting relies on historical financial data, market trends, economic indicators, industry analysis, and assumptions about future conditions.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. For the first few years, I was building financial models for founders that were fundraising. In the current pandemic, what financial advice do you give to early stage startups? before they became PricewaterhouseCoopers.

Planning 52

Planning Startups Marketing CFO 52

Planful

OCTOBER 5, 2021

Prior to bringing in Planful, it took CBIZ up to four hours to create profit and loss statements (P&Ls) and one to two weeks to put these P&Ls into usable financial models that could be packaged for reports in the month-end close. Business services company CBIZ knows this better than most.

Financial Planning and Analysis (FP&A) 40

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

BlueLight

JUNE 5, 2020

Expertise includes early stage technology development, strategic business planning, economic and financial modeling, recruiting and executive team building, fund raising, incubating startups, investing across company stages and board level advising. About Brook Porter ( [link] ): Experienced entrepreneur, executive and investor.

Startups 52

Startups Technology Investments Finance 52

Cube Software

MAY 11, 2023

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. That's where pro forma statements come into play.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40