Future CFO

JUNE 24, 2024

It took me years to be skilled in financial planning and analysis. Not every finance professional can be sharp enough to detect key highlights and provide analysis for the financial statements. The balance sheet and key financial ratios should tell the strengths and problems of the Company.

Auditing

VCFO

MAY 17, 2024

v360 goes beyond traditional financial analysis and simple snapshots. Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA.

Benchmarking

Onplan

JANUARY 19, 2022

If you do take the second option, make sure to plan for additional managerial and staff costs necessary to stay in sync. Hiring: plan versus reality. Succession planning. Leadership changes often create organizational shockwaves that amplify turnover in the ranks. Retrenchment strategies. Listen to employees.

Communication

CFO Leadership

OCTOBER 10, 2023

Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes. The large language model (LLM) is trained on the financial documents, terminology, trends and data that Bloomberg has collected for nearly a half-century.

Financial Planning and Analysis (FP&A)

Future CFO

MAY 1, 2024

The Coffee Bean & Tea Leaf ), says the appeal of the financial controller position lies in blending analytical depth with visionary leadership, overseeing financial strategies across sectors. Balancing governance and growth is the challenge, requiring performance optimisation and innovation,” says Leonardo. “As

Leadership

Focus CFO

JUNE 16, 2023

John is a highly accomplished executive boasting considerable experience in strategic planning, treasury management, accounting, financial analysis, and business development. John Azlant has joined the FocusCFO team in Northeast Ohio.

Financial Analysis

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. By Michael Stier.

Financial Planning and Analysis (FP&A)

E78 Partners

JULY 19, 2023

As we approach the planning cycle for 2024, organizations are recognizing the immense value of harnessing the power of forecasting, planning, and analytics (FP&A). This entails developing a well-crafted plan and budget for 2024, which serves as a critical foundation for success.

Financial Planning and Analysis (FP&A)

PYMNTS

NOVEMBER 6, 2020

Trulioo President and CEO Steve Munford said in the release that Ramsden's "expertise in building out financial technology infrastructure and optimizing financial performance will help guide us on a continual growth trajectory.".

Leadership

E78 Partners

AUGUST 21, 2023

Value creation will need to get off to a quick start, which means that pre-transaction diligence and a 100-day plan are more crucial than ever. Getting Out of the Gate Fast: The First 100 Day Plan After acquiring a company, the first 100 days are crucial. But you cannot stop there.

Planning

Future CFO

SEPTEMBER 18, 2023

Flexibility Fractional CFOs can be engaged for specific tasks or projects, such as financial analysis , fundraising, budgeting, strategic planning or improving financial processes. This flexibility allows companies to tailor their financial management needs to the CFO's expertise.

CFO

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Driving the change requires very strong leadership at the top,” he added.

Finance

The Finance Weekly

JANUARY 31, 2022

However, there have been many organizations that have successfully persevered through the challenges posed by the past couple of years, and among the differentiating factors between such businesses is leadership. Leadership across business departments is a foundational element of success. 5 Leadership Competencies for CFOs 1.

Financial Planning and Analysis (FP&A)

CFO News Room

JANUARY 11, 2023

The banking industry includes banks, investment banks, commercial banking, personal banking, hedge funds, financial planning, and private equity firms. Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans.

Banking

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background.

Leadership

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)

Beacon CFO Plus

NOVEMBER 15, 2023

Financial Strategy: Fractional CFOs help you develop and execute financial strategies to achieve their business goals. They provide insights into budgeting, forecasting, and financial planning. Fractional CFOs help monitor and optimize cash flow to ensure your company’s financial stability and growth.

CFO

CFO Plans

JUNE 7, 2024

These part-time financial experts provide strategic guidance without the hefty price tag of a full-time CFO, making high-level financial leadership accessible to all businesses. They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis.

CFO

CFO Plans

JUNE 13, 2024

These part-time financial experts provide strategic guidance without the hefty price tag of a full-time CFO, making high-level financial leadership accessible to all businesses. They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis.

CFO

Future CFO

APRIL 21, 2022

Strong CFO-CIO relationships are 51% more likely to easily find funding for digital initiatives, 39% more likely to keep digital spending in line with the budget plan and 18% more likely to achieve the intended business outcomes, Gartner pointed out.

CFO

The Finance Weekly

OCTOBER 13, 2021

These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM. New FC Competencies and Their Relation to CPM.

Financial Planning and Analysis (FP&A)

PYMNTS

JULY 18, 2016

With Quiznos’ 35th anniversary celebration underway, I have the utmost confidence in the future of our brand under Susan’s leadership.” Quiznos can spin this move however it wants, but the constant turnover in its highest-level executive positions of late has to be disconcerting to investors and potential brand partners.

Financial Analysis

CFO Thought Leader

APRIL 22, 2025

From the outset, that was my visionand its one I shared when I began speaking with our CEO, founder, and other members of the leadership team about joining the company. At Zeta, that means integrating not just finance and accounting, but also sales operations. Read More Q: So the structure stayed the same.

CFO

Onplan

JANUARY 19, 2022

If you do take the second option, make sure to plan for additional managerial and staff costs necessary to stay in sync. Hiring: plan versus reality. Succession planning. Leadership changes often create organizational shockwaves that amplify turnover in the ranks. Retrenchment strategies. Listen to employees.

Communication

The Finance Weekly

JANUARY 22, 2024

His significant role at Live Nation has been crucial in shaping the company's strategy and financial planning, thanks to his extensive experience in the entertainment industry and financial management. Manage cash flow and plan for financial needs. Supervise and offer suggestions for the financial department.

CFO

Future CFO

DECEMBER 6, 2023

The sum of many responsibilities As for what it means to be an effective CFO, she said it is going beyond Financial Analysis and Reporting, being more proactive involvement in the operations and overall strategy development and execution of an organisation.

CFO

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. My financial career is quite a long journey. Don’t be afraid to take up the opportunities you need.

CFO

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. What makes for a sought-after chief finance professional (CFO)? These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances.

Financial Planning and Analysis (FP&A)

Future CFO

DECEMBER 7, 2020

Editor’s note: For our Female Leadership in Finance Series, FutureCFO editor Teresa Leung recently had a chat with Sereen Teoh (pictured below), CFO at BIG Loyalty. An effective leadership team depends on the CEO and CFO being a great double act. FutureCFO: What are your responsibilities as the CFO at BIG Loyalty?

CFO

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. This proactive approach to risk management supports more resilient business planning and strategy formulation.

Prioritization

Spreadym

JULY 21, 2023

Leadership and Culture Digital transformation requires strong leadership support and a culture that embraces change and innovation. Some projects may be quick wins, while others may require long-term planning and investment. Use data and financial analysis to support the case.

Finance

Future CFO

AUGUST 18, 2023

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We The most impactful workshops not only include those at the leadership level, but also regional and functional representation," he explained.

Finance

The Finance Weekly

JANUARY 21, 2024

Under this familiar process, financial personnel export data from their organization's software, typically the company's Enterprise Resource Planning (ERP) system. Most, if not all, such processes are currently reliant on Excel spreadsheets.

Financial Planning and Analysis (FP&A)

CFO Thought Leader

MARCH 25, 2025

This is why go-to-market execution, he explains, has become the centerpiece of his strategic leadership. Above all, he prioritizes strong relationships across every organizational function, from sales and marketing to product and engineering.

CFO

Trade Credit & Liquidity Management

APRIL 2, 2025

That can include things such as advanced financial analysis or negotiating a payment plan with an important, but financially distressed, customer. Remember, you are in a leadership position. What things do I do better than my staff? Start by considering how you show up for work every day.

Problem Solving

CFO News Room

JANUARY 18, 2023

Aside from providing advice on insurance plans, life insurance agents also need to be well-informed about the different types of coverage available. A broker needs to be able to assess the financial markets and make sound recommendations for their clients. Management and Leadership Skills.

Education

Barry Ritholtz

DECEMBER 28, 2022

The plan was to do an IPO to raise $200 million in new client assets for the funds. But here’s a group who’s highly motivated, they’re doing all kinds of leadership things, and nobody is taking a profit. And most people really ought to have a good investment plan, but they don’t. That’s the American way.

Profit and Loss