CFO News Room

JANUARY 11, 2023

For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. Investment Banker. And how much money do they make?

Banking 130

Banking Financial Analyst Budgeting Investments 130

E78 Partners

AUGUST 15, 2023

They utilize advanced financial modeling techniques to predict outcomes and assess the viability of various business strategies. Their involvement extends to partnering with the business to develop scenarios, mitigate risk, and influence the allocation of resources to maximize return on investment.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Financial Modeling Forecasting 52

Fpanda Club

JULY 24, 2022

Warren Buffett once suggested that the concepts of time value of money and discounted cash flow (DCF) model were introduced more than 2500 years ago. A related idea is articulated by the information-action paradox which describes the problem many companies face while investing in projects with high level of uncertainty, including innovation.

Financial Planning and Analysis (FP&A) 130

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

Spreadym

JUNE 27, 2023

Financial Forecasting: FP&A professionals forecast the financial performance of an organization over a specific period, typically one to five years. This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies.

Financial Planning and Analysis (FP&A) 52

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

VCFO

MAY 30, 2022

Joining vcfo’s Houston market as a Consulting CFO is Jose Perez-Bello. Jose is a senior finance professional with more than 30 years of experience in financial management roles in manufacturing and international energy ventures. Jose is fluent in both English and Spanish.

CFO 52

CFO Auditing Leadership Financial Modeling 52

Spreadym

MAY 10, 2023

This analysis can help you identify risks, assess the feasibility of goals, or optimize your financial plans. Investment Analysis: In investment decision-making, what-if analysis can be valuable. For example, you can assess the financial impact of economic downturn or supply chain disruption.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Prioritization 52

The Finance Weekly

JANUARY 19, 2023

It involves analyzing financial statements and data from different business units. Specialists in operational finance create financial models that outline the details of business processes and their impact on the company's goals, staff plans, budget, and cash flow.

Leadership 98

Leadership CFO Benchmarking Finance 98

E78 Partners

SEPTEMBER 14, 2023

Leaders are at the helm steering their organizations through changing consumer, market, and Board expectations. Business Planning and Budgeting (BP&B) is a strategic, operational, and financial management process that organizations use to plan, allocate resources, and manage their business performance effectively.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Benchmarking 52

CFO Talks

MARCH 14, 2024

By carefully prioritizing their tasks and responsibilities, CFOs can effectively navigate their broad and varied role, ensuring that their time and efforts are invested in areas with the highest impact on the company’s success.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Centage

SEPTEMBER 11, 2023

Did changes in market conditions cause it? Negative variances may signal that there isn’t as much demand for your product or service, more competitors have entered your market, or your pricing was too high for the market. Shift funds to areas that need improvement or invest in initiatives that directly drive growth.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Fpanda Club

SEPTEMBER 2, 2021

This is true in all possible economic situations: in times of growth FP&A participates in setting business objectives, analyzing options of growth, assessing market opportunities and risks, while in times of recession FP&A can contribute to corrective action plans, cost-cutting and other initiatives to preserve company’s financial health.

Financial Planning and Analysis (FP&A) 130

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

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. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own.

Planning 52

Planning Marketing Startups CFO 52

The Finance Weekly

NOVEMBER 20, 2023

Forecasting and Predictive Analytics AI uses its analytical capabilities to examine past financial data, market patterns, and macroeconomic signals. It produces reliable predictions and strong predictive models, enabling it to confidently predict a company's financial performance.

Financial Planning and Analysis (FP&A) 52

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

CFO Share

NOVEMBER 8, 2022

Recessions hurt portfolios, leaving them less money for new investments. Keep an eye on your markets. Keep in touch with other industry professionals and compare notes to broaden your perspective on market trends. Shift sales and operations resources toward strong markets. Equity investors become pickier.

Forecasting 40

Forecasting Economics Investments Financial Modeling 40

E78 Partners

JULY 19, 2023

Effective FP&A allows organizations to anticipate market trends, optimize resource allocation, and align their strategies with dynamic market conditions. By carefully analyzing their financials, market trends, and operational needs, organizations can make informed decisions on where to invest their resources.

Financial Planning and Analysis (FP&A) 52

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

Musings on Markets

DECEMBER 21, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. and uses that endgame to cast light on the investing, financing and dividend decisions that all businesses, small or large, private or public, have to make.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

Musings on Markets

NOVEMBER 15, 2022

In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for us to talk about bigger issues. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Valuation 90

Valuation Advertising Numbers Investments 90

The Finance Weekly

AUGUST 5, 2023

The demand for FP&A specialists in the job market, along with factors like job level, location, and industry, can also influence salary levels. FP&A professionals excel at solving intricate problems related to financial performance and business strategy.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 6, 2023

It may be used for: Budgeting and financial planning: Financial forecasts are used to develop budgets and allocate resources. They provide a roadmap for managing income, expenses, investments, and other financial activities. It helps in evaluating the potential returns and risks associated with investment decisions.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

CFO Talks

MARCH 19, 2024

A CFO committed to the agenda invests not just financial resources but personal time and effort, visibly participating in key initiatives. Investing Time and Resources Commitment is also measured in terms of resource allocation. Fostering Commitment to Change True leadership is shown by example.

CFO 52

CFO Communication Finance Budgeting 52

Jedox Finance

AUGUST 22, 2019

We understand that you’re not satisfied with the return on investment you’re getting from the department. We want you to invest in us so that we can deliver on and exceed your expectations. Crystal ball to financially model the impact of the strategic options. Fear not the needed investment. How do I do this?

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) CFO Planning Financial Modeling 84

PYMNTS

MAY 6, 2020

“The extraordinary events taking place over the past two months have measurably expanded our market opportunity and accelerated the ongoing shift to connected fitness,” said Chief Financial Officer Jill Woodworth. At least partly because of that, the company has spent zero marketing dollars during the past three months.

Prioritization 63

Prioritization Retail Sales Financial Modeling 63

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. This enriched data can then inform the marketing team more specifically the personas and buying habits for their products and in order to achieve higher ROI from marketing spend.

Technology 52

Technology Financial Modeling Forecasting Planning 52

CFO Share

JULY 8, 2021

Best practices for cash management using a rolling 13 week cash flow model are: Accounting updates the outflow section to include all bills, payroll, and debt service payments. The CFO and management meets to review the financial model, identify and remedy short term liquidity issues. Continuous equity investment (e.g.

Cash Flow Forecasting 59

Cash Flow Forecasting Forecasting CFO Accounts Payable 59

Cube Software

MAY 11, 2023

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. You might take a financial statement, and move around certain variables.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Adam Kae

SEPTEMBER 24, 2020

A CFO can take those numbers and provide solutions to issues and forecast better financial scenarios. Are you investing in an area of your practice that could be getting better ROI? Are you spending too much time marketing for one service that isn't bringing the results you need? Invest vs Rent. Risk Assessment.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

Michigan CFO

JUNE 7, 2023

Risk Management: Virtual CFOs identify and assess financial risks, develop risk mitigation strategies, establish internal controls and compliance measures, and monitor and report on risk exposures to protect the financial health of the business.

CFO 52

CFO Problem Solving Budgeting Communication 52

Onplan

DECEMBER 28, 2021

NoMoreOffice has a 80-person team scattered around the country; 60 are already remote, and 20 work in one of three offices: a 5-person marketing team in Utah; 10-person customer service team in Arkansas; and 5 sales reps in Florida (see screenshot below). These insights powerfully demonstrate the value of a good financial model.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

BlueLight

JUNE 5, 2020

The other is the board observer sent by an investor who co-invested in the round. One great way to leverage observers is for domain expertise to drive strategic discussions based on their knowledge of the market or technology. Ideally these observers tap into their network and expertise to add value. Founding partner at G2VP?—?a

Startups 52

Startups Technology Investments Finance 52

Onplan

DECEMBER 28, 2021

NoMoreOffice has a 80-person team scattered around the country; 60 are already remote, and 20 work in one of three offices: a 5-person marketing team in Utah; 10-person customer service team in Arkansas; and 5 sales reps in Florida (see screenshot below). These insights powerfully demonstrate the value of a good financial model.

Planning 52

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

PYMNTS

JULY 14, 2017

The company’s growth was at first fueled by new customers, requiring it to spend $94 on marketing per new customer — not a terribly large sum to make up, if those customers stuck with the service for a few months. You get that right, and it’s a wonderful compounding financial model.”. Blue Apron isn’t alone. “Any

Financial Modeling 49

Financial Modeling Budgeting Sales Startups 49

Spreadym

NOVEMBER 16, 2023

FP&A software should provide customizable reporting tools that allow users to present financial information in a clear and visually appealing manner. Scenario Analysis: Scenario planning enables users to model different financial scenarios based on variables like revenue changes, cost fluctuations, and market conditions.

Financial Planning and Analysis (FP&A) 59

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

Barry Ritholtz

JANUARY 30, 2024

00:00:07 [BARRY RITHOLTZ] This week on the podcast, I have an extra special guest, Sarah Kirschbaum Levy, CEO of Betterment has a fascinating background in media, brand building, marketing, as well as finance. Full disclosure, my firm, OLTs Wealth Management, works with Betterment, which powers our digital investment platform.

Investments 57

Investments Technology Leadership Marketing 57

Spreadym

SEPTEMBER 27, 2023

This includes assessing financial risks, market risks, and operational risks. Pros of SAP Business Planning and Consolidation Comprehensive Financial Planning: SAP BPC is known for its comprehensive financial planning capabilities, making it suitable for complex financial modeling and budgeting processes.

SAP 59

SAP Budgeting Forecasting Auditing 59

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. These tools offer capabilities ranging from spending tracking and improved budgeting to making informed investment choices.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JULY 19, 2022

That's why we've put together this list of the best FP&A tools on the market, including what each one is, how it can benefit you, and where you can find it. FP&A teams are responsible for transforming this knowledge into the groundwork for long-term financial growth, stability, and success for the organization.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? If not, you’ll get a more straightforward financially-oriented answer.

Financial Planning and Analysis (FP&A) 52

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