E78 Partners

JUNE 17, 2025

Successful firms prioritize the right synergies from Day One. To maximize these benefits, firms involve finance leadership early and ensure post-close reporting structures support transparency, speed, and investor confidence. A well-known example of financial synergy is the merger between Exxon and Mobil in 1999.

Mergers and Acquisitions (M&A)

E78 Partners

MARCH 21, 2025

Day One Readiness: Ensuring essential functions, such as HR, IT, finance, and customer service, are operational from the start. Functional Integration Leads Each business function must own its integration activities while aligning with corporate strategy: Finance and Accounting: Unifies financial reporting, tax structures, and compliance.

Leadership

CFO Simplified

NOVEMBER 12, 2024

Especially for business owners that are unfamiliar with finance, chasing the symptom sometimes accentuates the problem without providing resolution. It was up to the COO, who lacked a finance background, to train the new staff. Prioritize invoicing on current company activities. And do you understand the difference?

Invoicing

CFO Talks

DECEMBER 12, 2024

Members’ Profile: Ronel Jooste In this edition of our CFO Spotlight series, we are featuring Ronel Jooste, a dynamic force in the worlds of finance, wellness, and leadership development. What sparked your interest in finance? Both my parents have a background in finance. I wanted to become a CA since I can remember.

Leadership

The Charity CFO

MARCH 13, 2025

Maintain Detailed Financial Reporting Your nonprofits accounting system should allow you to generate detailed reports on every dollar spent. If you dont have real-time access to financial reports, its time to upgrade your processes or invest in better financial management technology. Download it for later.

Nonprofit

The Charity CFO

APRIL 11, 2025

Others prefer to see evidence that your organization is financially stable, highlighting diverse funding sources to avoid the appearance of dependency. For example: A government grant might prioritize detailed evidence of your programs efficiency and sustainability, including administrative costs and compliance plans.

Nonprofit

The Charity CFO

FEBRUARY 19, 2025

This realistic approach helps organizations make the most of their available resources while still prioritizing donor engagement. Book a FREE consultation here Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit

The Charity CFO

FEBRUARY 20, 2025

Prioritize Cash Flow Management Even a great budget can fall short without strong cash flow management. Engage Department Heads : Involve program managers and department heads in the budgeting process to give them ownership over their areas financial planning. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit

The Finance Weekly

NOVEMBER 25, 2024

Are Finance Jobs on Borrowed Time? For many in finance, this isn’t just a wild fantasy but a real possibility. According to a recent survey by FP&A Software solution Datarails , over half (57%) of finance leaders believe artificial intelligence (AI) is poised to shrink the workforce in their departments.

Finance

E78 Partners

JUNE 16, 2025

Common reasons mergers and acquisitions fail include: Inadequate Integration Planning: Without a comprehensive roadmap that aligns with the deal thesis, organizations struggle to prioritize, sequence, and resource integration activities. Let’s say a mid-sized manufacturer acquires a bolt-on supplier to consolidate operations.

Mergers and Acquisitions (M&A)

The Charity CFO

FEBRUARY 12, 2025

The number one factor predicting success in this area is the willingness and commitment of leadership to prioritize impact measurement. Just as for-profit businesses use balanced scorecards, nonprofits should have data-driven goals for every department – from finance to marketing to programs. Get the free guide!

Nonprofit

CFO Simplified

NOVEMBER 12, 2024

Especially for business owners that are unfamiliar with finance, chasing the symptom sometimes accentuates the problem without providing resolution. It was up to the COO, who lacked a finance background, to train the new staff. Prioritize invoicing on current company activities. And do you understand the difference?

Invoicing

The Charity CFO

OCTOBER 28, 2024

By prioritizing HR and working with experienced professionals, nonprofits can protect their organizations, support their employees, and focus on fulfilling their missions. Get our FREE GUIDE to nonprofit financial reports, featuring illustrations, annotations, and insights to help you better understand your organization's finances.

Nonprofit

The Charity CFO

JANUARY 8, 2025

By focusing on strategic planning, thoughtful impact measurement, and creating a work environment that prioritizes deep work and employee well-being, organizations like MCEA are paving the way for a more sustainable and effective nonprofit sector. Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Leadership

CFO Dive

JULY 10, 2025

Several tax and regulatory provisions in the bill could significantly impact M&A, offsetting revenue losses from tax cuts while prioritizing domestic business growth, according to Mark Williams, chief revenue officer of M&A software provider Datasite. You can unsubscribe at anytime. Registered in England and Wales. TechTarget, Inc.s

Mergers and Acquisitions (M&A)

The Charity CFO

MARCH 7, 2025

The Power of Community and Strategic Retreats Prioritizing your wellbeing is a critical component but lets shift gears to focusing on working on the business rather than in the business. Do You Struggle to Make Sense of Your Financial Statements? Getting these on my calendar ahead of time guarantees I actually make it there.

CFO

The Charity CFO

DECEMBER 30, 2024

Supportive Work Environment: The organization prioritizes creating a workplace where employees feel valued and supported. Do You Struggle to Make Sense of Your Financial Statements? Career Growth Opportunities: Penn-Mar has developed a career ladder program in partnership with a national credentialing partner. Get the free guide!

Nonprofit

CFO Dive

JULY 22, 2025

Published July 22, 2025 Alexei Alexis Reporter post share post print email license Gorodenkoff via Getty Images Dive Brief: Most organizations still treat cybersecurity as an information technology concern, giving little weight to finance and other considerations, according to a recent study commissioned by cybersecurity firm Qualys.

Finance

Embark With Us

MARCH 20, 2025

Aligning financial reporting systems, tracking and realizing efficiencies, and continuously monitoring financial performance are essential to support patient care and ensure the merged entity's success. Steps for Standardization: Conduct an audit of existing financial reporting and ERP systems in both organizations.

Healthcare

Embark With Us

MARCH 26, 2025

ESRS The EC has proposed a significant revision to the ESRS aimed at streamlining requirements and reducing the reporting burden on companies. Instead, a voluntary standard—based on European Financial Reporting Advisory Group's ( EFRAG) December 2024 guidance for non-listed SMEs—will be made available for companies outside the CSRD’s scope.

Compliance

The Charity CFO

DECEMBER 11, 2024

This approach recognizes that the traditional either/or mentality of prioritizing work over personal life (or vice versa) is outdated and ineffective. Prioritize Wellbeing: Recognize that taking care of mental health and personal needs is not at odds with high performance but is essential for sustained success. Get the free guide!

Nonprofit

CFO Dive

JULY 16, 2025

Dive Insight: First joining Renault in 1997, Minto has “solid experience in finance and a deep understanding of the issues at stake,” the automaker said in its Tuesday announcement. With the Trump administration embracing digital assets, finance leaders need to get educated on the potential risk and reward of cryptocurrencies and stablecoins.

CFO

CFO Dive

JUNE 24, 2025

Working in concert with the chief information security officer, the CFO can “better understand the probability and exposure to risk, set metrics on spending and ROI, and communicate recommendations for prioritizing cybersecurity spending,” they wrote. You can unsubscribe at anytime. Registered in England and Wales. TechTarget, Inc.s

CFO

The Charity CFO

NOVEMBER 6, 2024

Prioritize Depth Over Volume: Focus on developing deeper relationships with fewer donors rather than casting a wide net. Get our FREE GUIDE to nonprofit financial reports, featuring illustrations, annotations, and insights to help you better understand your organization's finances. Get the free guide!

Nonprofit

Fpanda Club

FEBRUARY 1, 2021

Young people usually choose their career in finance as it seems to be rather easy to measure success: there is a beaten path from an entry-level accountant/auditor or financial analyst to finance manager and later to CFO. This is the reason for many graduates to pick finance as their career. Finance field is no exception.

Finance

PYMNTS

NOVEMBER 15, 2016

CFOs are struggling to keep up with how quickly the requirements for financial reporting are changing, researchers have found. EY researchers released new data this week that concluded CFOs and financial controllers are struggling to keep up with the pace of change when it comes to corporate reporting standards and demands.

Financial Reporting

Future CFO

MAY 31, 2023

Technology has made financial reporting easy for everyone involved in the process, from the finance and accounts team preparing reports to the regulators, investors, and others who use those reports. That said, technology is only one aspect of the reporting process. in 2023 while Europe and the U.S.

Finance

The Finance Weekly

JANUARY 1, 2023

Once again 2022 was not a boring year, both for world events and finance in particular, and the growing number of readers and widely diverse range of topics attests to that. Here at the Finance Weekly, we compiled a list of the five most read articles of 2022: 1) Cloud FP&A Software Solution Comparison – The Complete Guide.

Finance

The Finance Weekly

OCTOBER 9, 2022

In the past, there was little opportunity for close collaboration between the functions of finance and IT. According to , Jim Caci , CFO of software-as-a-service (SaaS) and data management platform provider AvePoint, the collaboration between finance and IT is essential for any company looking to grow.

Finance

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. AI is a tool and not a replacement for finance professionals.

Financial Planning and Analysis (FP&A)

CFO Share

JUNE 27, 2024

How a CFO Ensures Compliance in Financial Reporting Reliable financial statements are crucial for business management, but ensuring compliance may feel like a luxury in the resource-constrained world of small business. How can a small business ensure compliance in reporting without overspending on accounting staff and audits?

Financial Reporting

VCFO

JUNE 29, 2023

Restoring and Ensuring Effective Nonprofit Finance Practices Decades ago, healthcare trailblazer Sister Irene Kraus moved her mantra of “No Margin. Here, we look at what can cause finance and compliance-related practices to go astray in nonprofits, as well as what can be done to get them back on course and keep them there. No Mission.”

Nonprofit

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. Decision Making : Financial reporting dashboards enable data-driven decision making by providing stakeholders with timely and accurate information.

Financial Reporting

CFO Talks

AUGUST 21, 2024

Anticipating Financial Challenges: Strategic Measures for Corporate Finance As a CFO in South Africa or elsewhere in Africa, you’re no stranger to the financial hurdles that come your way. Economic shifts, new regulations, and technological changes constantly test your ability to keep your company financially stable.

Corporate Finance

PYMNTS

NOVEMBER 21, 2016

Plus, Technavio said in its report, small businesses have shown an improvement in inventory and working capital, enabling balance sheet lenders to more accurately finance a borrower. More than half of CFOs will boost investment in outsourced financial reporting , found the latest data from EY.

Investments

Future CFO

MAY 28, 2020

This article looks at how Coats Group Plc's finance team in China responded to the Covid-19 pandemic. The finance function in China focused on the following key areas when dealing with situation: Timely closing of books Supporting operations Communication. The next step was prioritization.

Finance

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)