CFO Thought Leader

APRIL 11, 2024

Inside The Mentoring Round, Calendly CFO John McCauley advises startups to prioritize building their product and achieving market fit before heavily investing in a finance organization. He believes that early-stage startups should focus on creating and selling their product, as this is more crucial to their immediate success.

CFO 52

CFO Prioritization Leadership Startups 52

VCFO

MAY 17, 2024

v360 is built on the operational experience that the vcfo finance, HR, and capital market executives have amassed in working with more than 5,000 companies over the last 28 years. Qualitative Factors Your company’s culture, leadership, and operational capability are pivotal in determining its market value.

Benchmarking 81

Benchmarking Leadership Strategic Planning Valuation 81

CFO Thought Leader

JANUARY 9, 2024

He advises new CFOs to prioritize the enterprise’s value creation rather than getting bogged down in the details of various functions within the finance department. Inside The Mentoring Round, Moderna CFO Jamey Mock stresses the importance of focusing on value creation as a CFO.

CFO 52

CFO Prioritization Leadership Finance 52

Spreadym

JULY 21, 2023

Digital transformation in finance refers to the process of integrating digital technologies and innovations into all aspects of financial services and operations within a financial institution or organization. What is a Goal of Digital Transformation in Finance?

Finance 52

Finance Prioritization Compliance Leverage 52

CFO Thought Leader

JANUARY 16, 2024

Brown advises finance leaders to embrace simplicity, avoid unnecessary complexity, and prioritize strategic clarity. 965: Removing Complexity for Strategic Success | Emma Brown, CFO, Medius The post The Mentoring Round | Emma Brown, CFO, Medius appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

CFO 52

CFO Profit and Loss Prioritization Leadership 52

CFO Thought Leader

NOVEMBER 30, 2023

Despite having mentors and sponsors who shared their wisdom and experiences, CFO StClair tells us she learned to appreciate the value of prioritizing the most important things in life, both personally and professionally.

CFO 52

CFO Prioritization Leadership Finance 52

The Finance Weekly

DECEMBER 5, 2023

Strategic Leadership Given the rapid transformation of business models, especially with the ongoing green energy shift and the , pervasive XaaS trend , CFOs play a crucial role in guiding strategic discussions within their companies. Revamp Finance Operations As the , CFO's responsibilities grow, the finance function's impact also expands.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

JUNE 12, 2023

Outliers will operate as part of E78’s Leadership & Transaction Services business unit, which offers highly technical and strategic interim CFO services, executive search, and transaction execution services. Prioritizing partners that share our client-focused ethos and deliver value to their clients is key.

Accounting Firms 52

Accounting Firms Finance Accounting Leadership 52

CFO Thought Leader

FEBRUARY 24, 2024

Poor Financial Visibility: She faced a situation of poor visibility into the company’s finances and cash flow, necessitating a ground-up rebuild of financial understanding and management. In his case, the shift to sales brought a new perspective on prioritizing actions and outcomes within a defined timeframe (i.e.,

Prioritization 52

Prioritization CFO Financial Systems Sales 52

CFO Thought Leader

MAY 14, 2024

Redirecting from his initial pursuit of a career in medicine after having fallen in love with economics, he embarked on a formidable journey down the corridors of finance. This formative period honed his financial acumen, which led him to delve deeper into the intricacies of corporate finance and investment.

CFO 52

CFO Leadership Finance Communication 52

The Finance Weekly

JULY 31, 2023

Artificial Intelligence (AI) is gradually revolutionizing various industries, including the field of accounting and finance. In a recent webinar sponsored by Datarails , the FP&A solution for Excel users, three distinguished finance leaders came together to discuss the impact of AI on corporate finance.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

CFO Thought Leader

NOVEMBER 24, 2023

He candidly admitted that he should have prioritized identifying and solving infrastructure issues, especially in finance and accounting. 953: Lessons From the Mobile Era | Rodrigo Brumana, CFO, Poshmark The post The Mentoring Round | Rodrigo Brumana, CFO, Poshmark appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

CFO 52

CFO Prioritization Leadership Communication 52

The Finance Weekly

APRIL 27, 2022

Finance leaders and their teams are known for their integrity and trust. Finance leaders can and should take a leadership role cultivating their company’s ethical competencies and addressing its unique challenges. If formal policies are not in place, first prioritize where to start (i.e., Ethical Orientation.

Leadership 52

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

CFO Thought Leader

APRIL 23, 2024

This tendency was recently amplified for us when we heard about the experience of Naresh Bansal, a seasoned finance executive who during a pivotal chapter early in his early career discovered that his company was about to be acquired by a larger one, Sage. Bansal, however, not only stayed on but thrived.

CFO 59

CFO Securities Leadership Restructuring 59

CFO Thought Leader

DECEMBER 1, 2023

Insights from Finance Leaders: Planning Ace CFO Lauren St. Planning Ace CFO Charlie Kevers of Carta underscores AI’s impact on manual tasks, reshaping organizational charts to prioritize higher-level thinking. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MARCH 13, 2024

The role of chief financial officers continues to evolve beyond the finance function, according to a survey by leadership advisory firm Egon Zehnder. CFOs largely agree the top two team members they rely on the most are the Head of FP&A and the Controller/CAO.

CFO 52

CFO Mergers and Acquisitions (M&A) Leadership Auditing 52

CFO Thought Leader

MAY 8, 2023

Watch as CFO Aneal Vallurupalli reflects on an earlier career chapter when he was tasked with prioritizing hiring and assessing the state of the business at a prior company. At the time team the company’s metrics were aligning well and Vallurupalli suggested to the co-founder that they should raise funds.

CFO 52

CFO Prioritization Compliance Leadership 52

CFO Thought Leader

JANUARY 21, 2024

Like many of her CFO peers, Karen Walker had an early career that was guided by abundant opportunities surrounding finance-driven decision-making within organizations. It was at CNET that she embraced a more transformative perspective—prioritizing the customer’s objectives and challenges.

CFO 52

CFO Leadership Finance B2C 52

CFO Leadership

JANUARY 5, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. Environmental, social and governance (ESG) metrics and measurements would top their priority lists.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

PYMNTS

JANUARY 20, 2021

Corporate finance teams were not simply tasked with finding ways to continue operations in a remote work environment as a result of the coronavirus crisis. There were cases where some of these finance teams could not even understand what their cash visibility looked like.”. The Biggest Pain Points, Revealed.

B2B 125

B2B Prioritization Invoicing Corporate Finance 125

CFO Thought Leader

JUNE 30, 2023

This episode our cohosts Brett Knowles and Jack Sweeney explore the insights and commentary from three finance leaders: CFO Michael Bannon of Typeform, CFO Chuck Fisher of Turo, and CFO Jeff Noto of Zayo. The episode discusses the importance of identifying unique and key metrics for businesses, moving beyond common knowledge.

Planning 52

Planning Performance Measuring CFO Prioritization 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. Vena came in at number 63 out of 100 companies.

Financial Planning and Analysis (FP&A) 98

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

CFO Thought Leader

MARCH 17, 2024

In the world of finance, where leadership roles await those who distinguish themselves along a select number of familiar paths, Aaron Alt’s journey to becoming a CFO stands out for its breadth and depth, transcending conventional boundaries.

CFO 52

CFO Healthcare Leadership Pharmaceutical 52

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 40

Finance Prioritization Communication Leadership 40

CFO Talks

MARCH 13, 2024

Assuming the position of Chief Financial Officer (CFO) in a new company is a pivotal moment in any finance executive’s career. Prioritize Face-to-Face Interactions While it might be tempting to dive into paperwork and financial reports, prioritize face-to-face interactions.

Prioritization 40

Prioritization CFO Communication Restructuring 40

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. Prioritizing Tasks and Responsibilities In the face of the CFO role’s expansion, effective task prioritization becomes paramount.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Strategic Partners

OCTOBER 21, 2021

Our team of professional CFOs met with the organizations’ key personnel and stakeholders to quickly prioritize their needs and gain awareness of all critical tasks and deadlines. We ensured the accounting and finance team was communicated with throughout the transition. Are you experiencing unexpected turnover? We can help.

CFO 52

CFO Leadership Prioritization Education 52

The Finance Weekly

SEPTEMBER 22, 2022

While these numbers are concerning, the real problem lies in the fact that organizations either believe that they are doing far more business partnering and value-adding activities than they really are, or they believe that there is not much that can be done to improve the rigid finance system. 3) PPP- Prioritize partnering & preparation.

Forecasting 98

Forecasting Prioritization Finance Investments 98

CFO Thought Leader

JULY 28, 2023

Novelis CFO Dev Ahuja highlights his efforts to ensure that finance plays a more prominent role in driving decisions and shaping outcomes across the organization. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately.

Leadership 52

Leadership CFO Budgeting Finance 52

CFO Thought Leader

JANUARY 9, 2024

Testa also notes that within the finance function, various routine tasks like billing, payment collection, and payroll processing were ripe for automation and AI implementation. It’s been phenomenally helpful, even in the finance function. How do you prioritize them? We have contract assembly, for instance.

Leverage 52

Leverage CFO Prioritization Leadership 52

CFO Thought Leader

AUGUST 14, 2023

If Paystand CFO Scott Bennion were to break his three-decade-long finance career into different chapters, the software finance leader would likely agree that he and many of his peers have recently opened a new one. He continues: “From a finance perspective, I see a massive opportunity for improved ROI through doing more with less.

CFO 52

CFO Finance Prioritization Leadership 52

Future CFO

OCTOBER 23, 2019

Adrian Jones (AJ): CFOs today are no longer only responsible for the management of their organization’s financial risks, or matters relating to the finance operations. The finance function needs to be well-equipped to handle these changes in real-time. How would this make things easier for finance functions when using RPA?

Finance 52

Finance Financial Planning and Analysis (FP&A) Concentration Reconciliations 52

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. To get you started, here are 5 ways you can use AI to transform finance and 5 ways AI can speed your move away from yesterday’s technology for a total of 10 tips you can put to work today. 5 Ways AI Can Transform Finance.

Financial Planning and Analysis (FP&A) 40

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

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Finance teams will look to spend and expense management control as a key driver for cost savings in 2023—and given the macroenvironment, this effort will be of the utmost importance.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

CFO Simplified

MARCH 27, 2022

A business’ finance and accounting departments look up to the CFO for guidance—especially now, in light of the unexpected nature of the past two years’ fluctuations. Risk Management and Leadership. Prioritize the People. What Role Does Your CFO Play in Contingency Planning? Increased Financial Planning and Analysis.

CFO 98

CFO Planning Risk Management Prioritization 98

Future CFO

AUGUST 3, 2021

Hosted by FutureCFO and the Association of Financial Professionals, it saw senior heads of finance discuss the pandemic’s challenge to financial clarity and critical lessons learned that went beyond financial. For Shian Goh , the finance director at Teckwah Industrial Corporation Pte Ltd , it was time to clear out financial inefficiencies.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Strategic Treasurer

JULY 7, 2022

Given that this requires looking at many different systems, data points, and responsible leadership, gaining visibility and a unified look at an organization’s liquidity and working capital can be a challenge. Field of Study : Finance – Technical. Priorities must come before proper action on working capital and liquidity management.

Accounts Payable 93

Accounts Payable Prioritization Leadership Education 93