Global Finance

MARCH 4, 2025

Of course well have to weigh the freight cost versus the tariff as well as other options, looking at things like geopolitical risk, natural disasters in certain countries, market fluctuations, and then thereafter use financial models to quantify the financial impact and to develop risk mitigation strategies.

Economics

CFA Institute

DECEMBER 16, 2024

Vince Klos, CFA, is director of enterprise financial modeling 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.

Nonprofit

CFO Dive

JUNE 9, 2025

So why is your finance stack acting like it? And if your financial model can’t surface them early, it’s not a model. AI doesn’t just automate — it recalibrates how finance makes decisions This is where AI stops being a buzzword and starts being a lifeline. That’s adaptive finance. They don’t. Not anymore.

Finance

CFO Selections

JULY 6, 2023

“How do you build a three-year financial model?” A financial model is a type of financial projection that pulls together important data to allow organizations to analyze their current financial position and predict their future financial position. It’s a question we get (and answer) a lot.

Financial Modeling

Future CFO

APRIL 30, 2024

Generative artificial intelligence has created buzz in the past few months and it has made its way to the Finance function, imposing possible hurdles and challenges along the way which chief financial officers and leaders must definitely look into. In this regard, such risks should also be looked upon as chances for improvement.

Finance

CFO Simplified

DECEMBER 12, 2021

The terms “finance” and “accounting” are often used interchangeably. There are, however, very real differences between finance and accounting. While many business owners look for a CFO to bolster their existing accounting team, here at CFO Simplified, we consider that a CFO would be categorized squarely in the finance category.

Accounting

The Finance Weekly

NOVEMBER 20, 2023

AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). It facilitates advanced analytics and offers valuable insights through methods like predictive modeling and scenario analysis. Top 8 AI Uses in Finance AI/ML can enhance FP&A operations in many ways.

Financial Planning and Analysis (FP&A)

The Finance Weekly

JULY 19, 2022

FP&A software assists CFOs, finance leaders, and FP&A experts in ensuring the financial health of their organization by tracking and analyzing current outcomes and forecasting future performance. FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department.

Financial Planning and Analysis (FP&A)

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)

The Finance Weekly

JANUARY 21, 2024

When you’re making small-talk with someone who isn’t in finance or accounting about how work is going, and they answer with “busy,” do you ever question how hard it really is? spoke to 20 finance teams for research on this article. spoke to 20 finance teams for research on this article. These processes vary.

Financial Planning and Analysis (FP&A)

Spreadym

MAY 10, 2023

Risk Management: What-if analysis is also useful in risk management. By simulating various scenarios, you can evaluate the potential consequences of risks and uncertainties on your finances or business operations.

Financial Planning and Analysis (FP&A)

CFO Talks

FEBRUARY 9, 2024

To understand how this decision affects a CFO’s skill set, it’s essential to analyse its diverse impacts: Risk Management: CFOs are the forerunners of risk mitigation within their organisations. The decision to maintain interest rates underscores the importance of astute risk assessment.

CFO

Future CFO

MAY 22, 2024

The role of chief financial officers has long been evolving, especially following the drastic changes brought about by the advent of the COVID-19 pandemic. Jackson Ng Ng thinks the CFO oversees the implementation of robust financial controls and risk management strategies to safeguard the organisation throughout the transformation journey.

CFO

E78 Partners

NOVEMBER 12, 2024

Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness. Collaborating with the strategic FP&A team early in the process is particularly valuable, as their forecasts and financial models provide key inputs for impairment testing and other complex calculations.

Auditing

E78 Partners

NOVEMBER 12, 2024

Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness. Collaborating with the strategic FP&A team early in the process is particularly valuable, as their forecasts and financial models provide key inputs for impairment testing and other complex calculations.

Auditing

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. This enables management to take corrective actions, implement efficiency measures, and evaluate the success of initiatives.

Financial Planning and Analysis (FP&A)

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. Risk Management: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical.

Prioritization

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

Future CFO

OCTOBER 11, 2020

Angeline Chua, Chief Financial Officer & Chief Operating Officer, IBM ASEAN shared with FutureCFO what she did and how her learning during this period would change the way her finance team works. . Risk Management. FutureCFO: How’s the finance team working together now? Business pipelines.

CFO

Future CFO

SEPTEMBER 30, 2022

Furthermore, the risks and the costs of a cyber incident were difficult to quantify and present in financial models. Phillip Ivancic : There are several ways finance leaders can drive the conversation. Therefore, it is seen as an “IT problem”. Phillip Ivancic.

CFO

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

The Charity CFO

APRIL 15, 2022

Why turnover in the financial department is SO damaging for nonprofits. The reason your finance director spends just 25% of their time on finances. Why HR compliance issues are a bigger risk than tax compliance for most organizations (and why you shouldn’t trust your accountant with HR). I did risk management.

Nonprofit

CFO News Room

NOVEMBER 1, 2022

And I’ve seen that a lot of times people start to think differently about their finances once they have that kind of context. We can work with pretty much anybody and help them get clarity over their finances. And then once you have the data, then you start applying the data to the planning model. They do the intake form.

Planning

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)

The Charity CFO

APRIL 27, 2022

Tosha Anderson: Well, you know, being an account and I’m a data person, a systems person, it’s like everything has to boil down to some sort of, you know, financial model or science. I’ve got, um, Swiss army nights as I call them, um, in my own business. So great, great point that you brought up.

Nonprofit

CFO Talks

MARCH 12, 2025

Finance Moves FastDont Let Your Knowledge Collect Dust Why Lifelong Learning in Finance Matters In the world of finance, things change constantly. New regulations, technologies, and trends emerge, affecting businesses, investments, and financial decision-making.

Finance

CFO Talks

MAY 13, 2025

In South Africas volatile environment – where currency swings, regulation, and systemic risk add pressure to every line item – CFOs are not just backroom advisors in M&A. Youre architects, risk managers, value engineers, and post-deal integrators. Internally, your finance team will look to you for certainty.

Mergers and Acquisitions (M&A)

CFO Talks

MAY 15, 2025

In reality, its a signal – just like any other early warning system youd build into your financial model. Delegation is not a luxury in these moments; its essential risk management. The problem isnt the emotion itself; its when it goes unmanaged and begins to make decisions for you.

Numbers