Future CFO

MARCH 24, 2024

Harry Markopolos, a financial analyst-turned-fraud investigator, uncovered fraudster Bernie Madoff’s US$65 billion investment Ponzi scheme after a persistent and meticulous investigation. Altogether, these will pave a smoother path towards innovative growth while maintaining high standards of financial discipline.

Numbers 98

Numbers Accounting Financial Analyst Finance 98

Jedox Finance

APRIL 16, 2020

This will eventually come to an end, which means businesses need to start planning now how to address the impact of this crisis and how they intend to recover. Businesses need to be proactive and begin to plan for how to address the impact on their business and their recovery. Develop a comprehensive financial and operational plan.

Economics 125

Economics Forecasting Budgeting CFO 125

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 52

CFO Education Communication Leadership 52

CFO Leadership

OCTOBER 10, 2023

Generative AI can provide the “why” behind financial analyses AI’s integration into financial planning is reshaping how financial professionals can extract valuable insights from data, make more accurate projections, and optimize planning processes alongside business leaders.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Future CFO

NOVEMBER 21, 2022

Financial Planning and Analysis (FP&A) teams play a crucial role in companies by performing budgeting, forecasting, and analysis that support major corporate decisions of the CFO, CEO, and the Board of Directors.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Communication Budgeting 98

CFO Share

JUNE 14, 2022

As a startup founder, you can use pro forma balance sheets to manage and plan for your future assets. A potential investor in a start-up is going to analyze pro forma balance sheets to calculate their potential return on their investment. You can create a pro forma on your own to better learn your numbers.

Profit and Loss 52

Profit and Loss Forecasting Financial Analyst Startups 52

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own. This business model was not part of my original master plan. Financial planning is our most valuable service.

Planning 52

Planning Marketing Startups CFO 52

PYMNTS

DECEMBER 14, 2020

speeding up its own planned IPO. Why would such first-day gains prompt companies planning IPOs to slow down their offerings rather than speed them up to strike while the market is hot? But the company is reportedly actually doing the opposite. recession, massive economic uncertainty and high unemployment?

Marketing 64

Marketing Financial Analyst Investments Numbers 64

Adam Kae

NOVEMBER 24, 2021

Financial Planning & Analysis (FP&A). CFOs usually have a degree in finance or economics and have the , Chartered Financial Analyst designation while often taking courses in accounting, analysis, and investment banking as well. Business Partner with the CEO.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Financial Analyst Budgeting 52

Spreadym

AUGUST 17, 2023

Decision Making : Financial reporting dashboards enable data-driven decision making by providing stakeholders with timely and accurate information. This is particularly valuable for executives, managers, and financial analysts. Organize the dashboard into sections or tabs for different financial areas (e.g.,

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments 130

Investments Budgeting Finance Marketing 130

Future CFO

NOVEMBER 29, 2023

Straight out of business school in 1995, I joined Mondelez International as a senior financial analyst for Kraft Foods in the United States. KG: Finance leaders will continue to face challenges over the next few years and these challenges will be things we plan for but also things we don't even expect.

Finance 52

Finance Leadership Auditing Math 52

The Finance Weekly

JUNE 7, 2023

She took on this role after joining the company in March 2023 as their inaugural chief growth officer, having previously served as the chief operating officer at the financial technology firm dLocal. Morgan, including the position of global head of fintech investment banking.

CFO 52

CFO Financial Planning and Analysis (FP&A) Manufacturing Finance 52

The Charity CFO

NOVEMBER 23, 2022

Financial managers often work closely with the organization’s executive director to ensure that the organization’s financial needs are met and help drive best financial practices within the organization. They handle all payroll and accounting functions and manage investments and fundraising efforts.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

PYMNTS

NOVEMBER 16, 2020

In a statement provided to PYMNTS, Bankrate Chief Financial Analyst Greg McBride said, “PNC’s acquisition of BBVA’s U.S. Scale matters more than ever, especially with the growing technology investments needed to keep pace with the biggest banks and fintech start-ups.”. reach more customers?

Mergers and Acquisitions (M&A) 75

Mergers and Acquisitions (M&A) Banking Profit and Loss Strategic Planning 75

Future CFO

MAY 23, 2023

Sheree Lim (SL): After earning my degree in Business, my interest in finance specifically in treasury was sparked after attending an internal workshop series on cash and forex management during my first job as a financial analyst. No one department can work well without the other. A little empathy does go a long way.

Treasury 52

Treasury Leadership Communication Finance 52

PYMNTS

SEPTEMBER 25, 2019

24) the rollout of its Virtual Financial Analyst. Though the tool will first focus on connecting users to insights within logistics operations, Oracle said it plans to expand its capabilities across all areas of supply chain management. “To Prophix Deploys AI In The Mid-Market.

Corporate Finance 58

Corporate Finance Finance Leverage Financial Analyst 58

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. Social connections, relationships at work Positive workplace relationship is a very important aspect of every job.

Finance 130

Finance CFO Communication Prioritization 130

PYMNTS

APRIL 25, 2018

Twitter ’s revenue growth continued in the first quarter of 2018, with its investments in personalized content and video advertising helping the social media company to beat analyst estimates. That will continue to be an area of investment for us,” Segal said. Our video and agency partnerships in the U.K.

Advertising 40

Advertising GAAP Profit and Loss Financial Analyst 40

BlueLight

JULY 30, 2020

I interviewed 50 people that held CFO, finance manager, and financial analyst type roles. System for a high functioning finance office Integrating disparate finance tools Getting full visibility to subscription revenue Financial planning of the CFO suite How do you view the responsibility of the CFO suite? Recruiting ?—?Startups

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

Nerd's Eye View

AUGUST 29, 2023

Jeff is the Owner and Founder of Cypress Financial Planning, an independent RIA based in Haddon Heights, New Jersey, that oversees $275 million in assets under management for 380 client households. My guest on today's podcast is Jeff Jones.

Planning 75

Planning Auditing Financial Analyst Leverage 75

Planful

MARCH 18, 2019

The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. He or she must be able to work with all departments within the company on revenue or expense targets, while also providing guidance on how to stay on track with the overall plan.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Budgeting 40

The Finance Weekly

APRIL 13, 2024

The finance industry employs a multitude of software solutions to facilitate budget creation, and financial reporting, and to assist financial analysts and investors with financial planning and forecasting. Pricing Datarails offers customized pricing based on the needs of the user.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 52

CSC Advisors

MAY 30, 2022

For example, you may be able to find a Certified Financial Planner, also known as a CFP. This is an advisor that can help with general financial planning, not just corporate. You can also find a Chartered Financial Analyst, also known as a CFA. Research the Types of Financial Advisors.

Budgeting 52

Budgeting Tax Planning Construction Corporate Finance 52

Onplan

DECEMBER 16, 2021

This is where a great financial analyst can help you. Start with the end in mind: you want someone who naturally thinks about the business, and the future of the business—not just the financials. But how do you find one? What should you look for? Political considerations to listen for. This would have impacts across the board.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

This is where a great financial analyst can help you. Start with the end in mind: you want someone who naturally thinks about the business, and the future of the business—not just the financials. But how do you find one? What should you look for? Political considerations to listen for. This would have impacts across the board.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

DECEMBER 26, 2023

What was the original career plan? You work at Capital Growth Financial and in former global markets before you join investing Giant Merrill Lynch in 2007, what was that transition like from smaller shops to a really, really big one? There was hardly any time for, for planning. 00:00:58 [Speaker Changed] Glad to be here.

Marketing 61

Marketing Leadership Finance Investments 61