VCFO

MAY 30, 2022

Jose is a senior finance professional with more than 30 years of experience in financial management roles in manufacturing and international energy ventures. His leadership skills have been honed through years of working strategically with CEOs, executive leadership teams, boards of directors, and building and mentoring diverse teams.

CFO 52

CFO Auditing Leadership Financial Modeling 52

The Finance Weekly

OCTOBER 13, 2022

Datarails, Vena, and Workday, leaders in the large and competitive field of FP&A software, all won multiple awards in the employee salary, benefits, and leadership categories. 6) Best leadership teams. Datarails is also , The Finance Weekly’s #1 FP&A software for 2022. Datarails - Didi Gurfinkel, CEO- came in at #19.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

SEPTEMBER 17, 2023

The job of managing a corporation’s cash flow typically falls to its FP&A team and its Chief Financial Officer (CFO). Corporate Finance Institute According to the Association of Finance Professionals , many of the skills that make FP&A a strategic partner to the business lead well into the skills that make the CFO a trusted advisor.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO SAP Leadership 52

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. As a result, every company sought financial clarity. Source: FutureCIO-AFP, 2021.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Centage

OCTOBER 23, 2023

Driver-based modelling allows finance teams to nimbly adjust resource allocations and fine tune financial forecasting around the core drivers of the business. Driver-based budgeting definition Driver-based budgeting/forecasting is a financial planning approach with two major components.

Budgeting 52

Budgeting Planning Forecasting Financial Modeling 52

Future CFO

FEBRUARY 18, 2024

“Ongoing uncertainty and instability will expose organisations to sudden cost surges in the coming years,” says Randeep Rathindran , distinguished vice president of research in the Gartner Finance practice. The post CFOs to face EBITDA margins challenges, Gartner says appeared first on FutureCFO.

Management Consulting 52

Management Consulting Leadership Financial Modeling Forecasting 52

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. Grace Lim (pictured), CFO at KK Women's & Children's Hospital (KKH) in Singapore shared with FutureCFO audiences how female finance executives could become CFOs. This article is part of FutureCFO's Female Leadership in Finance Series.

Healthcare 52

Healthcare CFO Leadership Finance 52

CFO News Room

JANUARY 11, 2023

According to the Bureau of Labor Statistics, finance-related jobs are predicted to experience an 8% annual growth rate until at least 2030. According to the Bureau of Labor Statistics , finance-related jobs are predicted to experience an 8% annual growth rate until at least 2030 – in line with other professional sectors.

Banking 130

Banking Financial Analyst Budgeting Investments 130

VCFO

JUNE 12, 2023

At the operational level, Brandon’s hallmark is empowering existing teams to thrive by eliminating or automating redundant tasks and employing the reclaimed time to elevate employees through leadership training and professional development. A Texas native, he has called Austin, Houston, New York, France, and Colombia “home.”

CFO 40

CFO Healthcare Leadership Financial Modeling 40

Future CFO

OCTOBER 20, 2021

The CFO role requires certain traits and skills, said Woranat Dumrongsiri (pictured), Country CFO, Deloitte Thailand and Deloitte Laos during an interview with FutureCFO for the publication’s Female Leadership in Finance Series. Future CFO: When did you start to become interested in finance? How would you want that to change?

CFO 52

CFO Leadership Finance Problem Solving 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Embracing these tools can transform the finance function from a traditional cost center into a dynamic, value-adding component of the business.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO News Room

DECEMBER 22, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023. The class starts with a question of what the end game should be for a business (profitability, value, social good?)

Marketing 130

Marketing Corporate Finance Valuation Finance 130

E78 Partners

MARCH 1, 2023

In the second phase, E78 Partners will build out monthly management reporting for the leadership team, which will replace a manual Excel reporting process. Development of enterprisewide, three-statement integrated, driver-based financial model with a fully integrated back-end.

Leadership 40

Leadership Financial Modeling Forecasting Financial Data 40

Jedox Finance

JULY 18, 2019

Their comments highlight a common theme of the need to elevate the technical expertise of finance to the level of strategy. Geetanjali Tandon, Digital & IT Transformation Finance Lead at Bayer Crop Science, Chair of the AFP FP&A Advisory Council. 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 Talks

MARCH 19, 2024

Let’s break down what CFOs need to do to be successful in this expanded role: Crafting and Sharing a Finance Vision A successful CFO starts with a clear finance agenda, pinpointing both immediate goals and long-term objectives.

CFO 52

CFO Communication Finance Budgeting 52

Michigan CFO

NOVEMBER 7, 2022

A Chief Financial Officer (CFO) is an executive role within an organization that takes responsibility for finance, financial planning, mergers and acquisitions, valuation, financing and investors, and other important financial aspects of the business. Make Sure they Provide the Specific Services You Need.

CFO 40

CFO Valuation Construction Leadership 40

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team.

CFO 52

CFO Problem Solving Budgeting Communication 52

Musings on Markets

DECEMBER 21, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023. The class starts with a question of what the end game should be for a business (profitability, value, social good?)

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

Future CFO

FEBRUARY 11, 2020

He or she must also review all formal finance, HR and IT related procedures. Angie Lin, co-founder and chief investment officer at Assured Asset Management adds that the CFO has to look beyond the traditional approaches towards managing the finances of the company – be open to new ways of doing things.

CFO 52

CFO Financial Modeling Finance Economics 52

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. Especially clean data or even enriched data which brings financial and non-financial information together can be powerful. Financial Modeling.

Technology 52

Technology Financial Modeling Forecasting Planning 52

Jedox Finance

SEPTEMBER 10, 2020

They have reduced fixed costs, changed leasing arrangements, and provided financing measures as lifelines for high-grade suppliers suffering a catastrophic reduction in cash flow. However it lands, the unprecedented measures resulting from the crisis have short-circuited many financial models and plans that were running on autopilot.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

Jedox Finance

AUGUST 13, 2019

Finance professionals generally tend to be risk averse. How does Finance keep up? Remember to think about your finance team, your finance leader peers both cross functionally and externally. ” So lastly, hold yourself and your finance team accountable for “doing what you said” to embed the new mindset.

Financial Planning and Analysis (FP&A) 52

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

Boston Startup CFO

JULY 10, 2016

To hold their own amongst established competitors, startups need strong leadership teams and effective business strategy. TK: The ability to communicate your thinking and decision-making rationale is absolutely critical to success in any finance role. JT: CallFire’s founding team remains active in the company.

CFO 52

CFO Startups Communication Financial Modeling 52

Jedox Finance

AUGUST 22, 2019

We must then repeat it so that it seeps into the finance culture for current employees and attracts the type of people you want to have. Crystal ball to financially model the impact of the strategic options. This will help you in your role of supporting the CEO and our daily activities with the business.

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) CFO Planning Financial Modeling 84

Onplan

DECEMBER 28, 2021

Finance has to factor in short term cash impacts in addition to yearly overall impacts of changes to headcount. These insights powerfully demonstrate the value of a good financial model. Closing offices might not be the financial panacea it looked like at first glance! Why can’t spreadsheets get you there?

Planning 98

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

Future CFO

AUGUST 6, 2020

They have reduced fixed costs, changed leasing arrangement, and provided financing measures as lifelines for high-grade suppliers suffering a catastrophic reduction in cash flow. However it lands, the unprecedented measures resulting from the crisis have short-circuited many financial models and plans that were running on autopilot.

CFO 40

CFO Forecasting Budgeting Financial Modeling 40

Bramasol

APRIL 15, 2024

In this new post, we get more granular to provide an update on how AI and Gen AI can enhance productivity, insights, and results in finance applications such as order-to-cash to compliance (OTC 2 ), along with a look at how new SAP AI initiatives are key to this transformation. to drive financial models.

SAP 88

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 88

Onplan

DECEMBER 28, 2021

Finance has to factor in short term cash impacts in addition to yearly overall impacts of changes to headcount. These insights powerfully demonstrate the value of a good financial model. Closing offices might not be the financial panacea it looked like at first glance! Why can’t spreadsheets get you there?

Planning 52

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

Future CFO

AUGUST 24, 2020

Amid these dire forecasts, FutureCFO spoke with senior financial executives with a regional role across Asia-Pacific for a glimpse into the upheaval that the global pandemic has brought to their FP&A practice, and how they are helping senior leadership weather the crisis with the company intact. Out of the ivory tower.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

JANUARY 30, 2024

00:00:07 [BARRY RITHOLTZ] This week on the podcast, I have an extra special guest, Sarah Kirschbaum Levy, CEO of Betterment has a fascinating background in media, brand building, marketing, as well as finance. And in my experience, changes of leadership were somewhat commonplace, right? So I came from such a different world, right?

Investments 56

Investments Technology Leadership Marketing 56

The Finance Weekly

JULY 31, 2023

Artificial Intelligence (AI) is gradually revolutionizing various industries, including the field of accounting and finance. With the emergence of , AI tools and Large Language Models (LLMs) like ChatGPT, Google Bard, and BERT, professionals in these fields can benefit from enhanced capabilities and streamlined processes.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Barry Ritholtz

APRIL 4, 2023

KENCEL: “Barbarians at the Gate” and the financing. And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. Yes, right.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56