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They can impact organizational performance and are usually incorporated by FP&A into financial forecasts or budgets. However, the interpretation and analysis of economic trends are typically the responsibility of specialized professionals. FP&As role is to connect those insights to financialmodels and forecasts.
As global trade fractures in 2025, companies face rising tariffs, supply chain turmoil, and shifting economic dynamics. Geopolitical pressures are reshaping global economic and financial activity leading to what is commonly called a fractured global economy. We then incorporate all these factors into our forecasting.
Vince Klos, CFA, is director of enterprise financialmodeling for PNC Institutional Asset Management®. He holds the Chartered Financial Analyst® (CFA) designation. He is responsible for providing holistic investment analytics for clients’ balance sheet assets.
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.
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.
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.
RiskManagement: What-if analysis is also useful in riskmanagement. By simulating various scenarios, you can evaluate the potential consequences of risks and uncertainties on your finances or business operations. For example, you can assess the financial impact of economic downturn or supply chain disruption.
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.
They play a crucial role in strategic planning, riskmanagement, and driving innovation, extending their influence far beyond the finance department. RiskManagement: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical.
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 financialmodeling can provide invaluable insights into your company’s performance.
RiskManagement. We’ve done scenario planning and stress tests to anticipate the impact on financialsmodels, translating risks into recommendations to business actions. One is traditional and the other using predictive models. The models have been rather accurate and we have using these for years.
And so, they’re always getting the economic updates, or the things that we’re thinking throughout the year. So, I always say like I said, that nobody needs to decide on any kind of maintenance model in any given year. And I get many more questions about implementation than I do maintaining a financialmodel.
So obviously, riskmanagers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. You raised another $11 billion in capital, despite the economic environment. You guys had a huge year. KENCEL: Yeah.
Financial laws and tax rules change often, and if youre not aware of updates, you could make errors that lead to fines or legal trouble. Staying informed also means making better financial decisions, whether its in budgeting, investing, or riskmanagement. Curiosity and openness to new ideas drive continuous growth.
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