CFO Share

OCTOBER 6, 2023

For the passionate startup founders and dedicated SMB CEOs, knowing the true value of your business isn’t just about numbers; it’s about the heart and soul you’ve poured into your venture. Financial analysts can help you understand why differences in valuations may exist.

Valuation 52

Valuation Financial Analysis Startups Benchmarking 52

Spreadym

JUNE 13, 2023

It serves as a framework for organizing and classifying financial transactions, providing a standardized structure for recording and reporting financial information. In the chart of accounts, each account is assigned a unique code or number and is categorized into various groups or categories.

Accounting 52

Accounting Financial Analysis Compliance Benchmarking 52

Spreadym

MARCH 6, 2023

However, this approach is fraught with a number of problems that can greatly complicate the planning and budgeting process. Comprehensive enterprise performance management software (or EPM) includes the tracking function.

Budgeting 52

Budgeting Financial Analysis Auditing Planning 52

Adam Kae

JANUARY 23, 2020

As a business owner, you see a lot of numbers from day to day. As you look at your financials, it may be overwhelming to make sense of everything. Compare and Contrast You are more than just your numbers, and that’s an important factor Adam Kae & Associates recognizes with each of our clients.

Financial Analysis 52

Financial Analysis Finance Forecasting Numbers 52

CFO News Room

DECEMBER 22, 2022

Finally, I carve out simple (even simplistic) sessions on inflation, interest rates and exchange rate , three macro variables that we are exposed to in almost all financial analysis and valuations. So, whether you are a number cruncher or story teller, I think you will find something to take away from the class. . Valuation. .

Marketing 130

Marketing Corporate Finance Valuation Finance 130

Spreadym

FEBRUARY 26, 2023

A business performance management system exists for further analysis of how a company grows and develops compared with strategy and current operational plans and financial budgets. From EPM System to Excel It's funny, but uploading data from the system to Excel is also fraught with a number of difficulties.

Budgeting 52

Budgeting SAP Data Analysis Financial Analysis 52

Centage

JANUARY 3, 2023

Depending on the formula type, Excel can also round off large numbers using unprecise calculations, compromising your data’s accuracy. Connectivity: Our software can automatically integrate with your general ledger for budget analysis, offering a clearer picture of your company’s financials.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

MAY 1, 2024

Giselle Arellano-Geronimo A controller, for Geronimo, also has the privilege to make a story out of the numbers and convert the results of the financials into actionable business decisions and strategies that help shape the business. “A

Leadership 52

Leadership IFRS Finance Communication 52

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 98

CFO Finance Financial Analysis Transportation 98

Fpanda Club

SEPTEMBER 2, 2021

Planning, budgeting and forecasting are linked together forming financial planning processes. Financial analysis is a type of economic analysis based on the financial data and focused on the assessment of stability and evaluation of profitability of a company, business or project.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

The Charity CFO

MAY 31, 2022

Even on nonprofit financial committees, some members may be skilled in accounting, others in banking, and others in investing or financial analysis. But if you bring zero experience in accounting or financial management to your organization, that’s okay. For instance….

Nonprofit 98

Nonprofit Finance Auditing Accounts Payable 98

CFO News Room

JANUARY 24, 2023

The table below lists my industry groups, with the number of companies in each one: I am sure that some of you will find even these industry groupings to be over-broad, but I had to make a compromise between having too many groupings, with not enough firms in each one, and too few.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Onplan

JANUARY 19, 2022

Deloitte’s recent survey of CFOs recently reported that retention is the number one concern of CFOs right now. If you can’t help but wonder why such a large number of people would quit their job and step away from the security of their positions in an economically turbulent time, the answer is simple: they think they can do better.

Communication 97

Communication Leadership Financial Analysis Planning 97

Fpanda Club

JULY 24, 2022

From the FP&A standpoint, which may also lack that entrepreneurial perspective, the use of the traditional tools of financial analysis based on the discounted cash flows not only perfectly supports this kind of behavior, but also justifies it.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

Jedox Finance

SEPTEMBER 6, 2022

These are commonly used in financial analysis to display how a net value is arrived at through time with gains and losses, or between actual and budgeted amounts. Save number and language formats based on local preference. Include waterfall charts to visualize the cumulative effect of positive and negative changes.

Planning 52

Planning Profit and Loss Forecasting Financial Analysis 52

Musings on Markets

DECEMBER 21, 2022

Finally, I carve out simple (even simplistic) sessions on inflation, interest rates and exchange rate , three macro variables that we are exposed to in almost all financial analysis and valuations. So, whether you are a number cruncher or story teller, I think you will find something to take away from the class.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

Future CFO

APRIL 21, 2022

Metrics such as those related to user engagement and participation — such as the number of users or percentage of interactions that are digital — are often a better fit for digital investments than traditional financial metrics.

CFO 52

CFO Budgeting Leadership Financial Analysis 52

CFO Talks

MARCH 14, 2024

This involves rigorous financial analysis to assess the viability of new projects, coupled with a strategic perspective on how these investments align with the company’s long-term goals. By applying a balanced approach, CFOs can ensure that innovation efforts are both ambitious and financially sound.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

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. Marko Horvat.

Finance 98

Finance CFO Forecasting Leadership 98

CFO Simplified

DECEMBER 12, 2021

The CFO’s time is primarily spent with analytics, diving into the “whys” of the numbers, the direction of the company’s performance, the factors that bring improvement, and what that improvement could look like. Everything that happens in a company flows down to the financials. You change operations, you affect the financials. .

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

Future CFO

FEBRUARY 3, 2021

Only 30% of F&A professionals and business leaders in Singapore are confident that the financial data used for financial analysis and forecasting is accurate, said BlackLine which recently released results of a survey. .

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Financial Analysis Financial Data 40

The Finance Weekly

APRIL 5, 2022

The impact of data driven financial analysis goes well beyond its traditional role of budgeting and forecasting, and has the potential to contribute greatly as a forward thinking department for real-time decision making. This is both causing lost time and money and leaving revenue on the table from innovation not occurring.

Financial Planning and Analysis (FP&A) 52

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

Onplan

JANUARY 19, 2022

Deloitte’s recent survey of CFOs recently reported that retention is the number one concern of CFOs right now. If you can’t help but wonder why such a large number of people would quit their job and step away from the security of their positions in an economically turbulent time, the answer is simple: they think they can do better.

Communication 52

Communication Leadership Financial Analysis Planning 52

CFO News Room

JANUARY 11, 2023

Financial Analyst. Being a financial analyst at a bank requires more than just crunching numbers. Financial analysts ensure banks make sound decisions in accordance with regulations and long-term goals, evaluating data and analyzing financial statements to gauge overall performance. Yo​ur Banking Career Awaits.

Banking 130

Banking Financial Analyst Budgeting Investments 130

PYMNTS

DECEMBER 19, 2018

As far as B2B FinTech goes, much attention has been paid to empowering a range of processes, including accounts payable, expense management and financial analysis — many of which had previously been a part of the Enterprise Resource Planning (ERP) solution.

Accounts Payable 68

Accounts Payable Financial Analysis B2B Technology 68

Future CFO

NOVEMBER 13, 2023

Therefore, it is a requirement and a necessity that finance leaders utilise their core finance skills from financial analysis to resource allocation to lead the transition towards sustainable ESG. They can also drive performance and operations as strategists when setting goals for finance strategies, shaping the future of the company.

Leadership 52

Leadership Transportation Education Finance 52

Musings on Markets

DECEMBER 15, 2021

Put simply, if you cannot tell the difference between operating and net income, or what to consider as debt, you will be lost in any type of financial analysis. The time value of money is at the heart of almost everything in finance, and understanding the mechanics and intuition of present value is a bedrock on financial analysis.

Corporate Finance 56

Corporate Finance Valuation Finance Investments 56

The Finance Weekly

JANUARY 21, 2024

However, even with these advanced ERP systems and other third-party software products, most small to large businesses still must manually use Microsoft Excel (Excel) for financial analysis, reporting, and other activities. You’ll need to first find the data, export the information needed, and then dump it into Excel.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

CFO Share

SEPTEMBER 29, 2021

My finance team performed a rigorous cost benefit analysis of working from home and hybrid work versus our baseline of 100% working from office. The first step of any financial analysis is to brainstorm the universe of costs and gains associated with the policy at question. co-working stipend. There is more to work than profits.

Profit and Loss 59

Profit and Loss Financial Analysis CFO Finance 59

Musings on Markets

JANUARY 8, 2022

The table below lists my industry groups, with the number of companies in each one: I am sure that some of you will find even these industry groupings to be over-broad, but I had to make a compromise between having too many groupings, with not enough firms in each one, and too few.

Valuation 91

Valuation Corporate Finance Currencies Finance 91

PYMNTS

DECEMBER 19, 2019

Furthermore, accountants request monthly bank statements and other financial documents from their small business clients to analyze that information and provide feedback. However, running a small business is often a 24/7 year-round job, often having questions on a Saturday morning or needing financial analysis in real time.

Accounting 53

Accounting Finance Accounting Firms Benchmarking 53

Adam Kae

NOVEMBER 17, 2023

You steer your clients towards financial success, navigating the complexities of the business landscape. However, there's one area where a surprisingly large number of agency owners fall short - managing their own finances.

Finance 52

Finance Profit and Loss Banking Prioritization 52

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. Traits and skillsets that matter CFOs need be equipped with a broad of skills including communication, listening, negotiation, operations, change and influence, adaptability, business and financial analysis, technology championing and strategic thinking.

CFO 52

CFO Leadership Finance Problem Solving 52

CFO News Room

JANUARY 18, 2023

Analytics is more than crunching numbers but also about making sense of a situation. You can also become an independent agent, performing financial analysis and selling life insurance products to clients. Knowledge of the insurance industry lets you effectively advise clients on what products and services best suit their needs.

Leadership 130

Leadership Education Communication Problem Solving 130

The Finance Weekly

DECEMBER 30, 2021

Based on the results of a number of successful transformation programs, a likely successful digital transformation journey can be outlined by adhering to three practical steps taken by a business: Financial analysis and planning systems’ review. Your Department’s Guide to A Successful New Year’s Resolution.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

Musings on Markets

JANUARY 5, 2024

The numbers that I computed opened my eyes to how much perspective on the high, low, and typical values, i.e., the distribution of margins, helped in valuing the company, and how little information there was available, at least at that time, on this dimension. Aggregate operating numbers 3. Insider, CEO & Institutional holdings 2.

Valuation 98

Valuation Financial Analysis Analyzing Data Profit and Loss 98

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Mean reversion : I am not a knee-jerk believer in mean reversion, but the tendency for numbers to move back towards averages is a strong one.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130