CFO Dive

AUGUST 7, 2025

Shift4 CEO Jared Isaacman First published on Shift4 Payments experienced leadership upheaval this week as the companys chief financial officer switched roles with a board member and the founders father resigned from the board. Published Aug. CFO Nancy Disman resigned on Tuesday, telling the company’s board she’ll step down Sept.

CFO

CFO Talks

OCTOBER 10, 2024

Finance and Strategy: Making Numbers Work for Your Vision Imagine this: Your company has a fantastic vision—perhaps it’s to dominate a new market, launch a groundbreaking product, or grow your team and profits. It’s about making sure your numbers don’t just add up but drive your company toward its ultimate goals.

Numbers

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions.

Financial Planning and Analysis (FP&A)

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. Datarails came in at number 45 out of 100 in this category. Vena came in at number 75 out of 100 in this category. 6) Best leadership teams.

Financial Planning and Analysis (FP&A)

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. It’s about creating a financial roadmap that not only meets immediate operational needs but also aligns with the long-term vision for growth and profitability.

Budgeting

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. It’s about creating a financial roadmap that not only meets immediate operational needs but also aligns with the long-term vision for growth and profitability.

Budgeting

Future CFO

JUNE 24, 2024

Is it there to replace the seasoned financial professional? Yes, in the sense that there are a lot of analyses that can now be handled by Gen AI and No, because it transforms accountants from number crunchers to strategic advisors. How do you dissect complex algorithms as compared to traditional financial models?

Auditing

The CFO College

AUGUST 31, 2021

If they have to rely on capital raising, it’s hard for companies to attract private or institutional investors in competitive markets without a great accountant and strong financial model. Investors want to see a number of worthy components before they sink money into a company.

Startups

CFO Thought Leader

MAY 20, 2024

Back in 2001, Lafouge stepped into a pivotal finance leadership role with Technip, a technology provider to the energy industry. With global uncertainties looming, he built a resilient financial model that ensured the company’s survival. Rational arguments, numbers, and analyses are usually necessary but not enough.”

CFO

Jedox Finance

JULY 18, 2019

An FP&A professional does not just look at the numbers but rather tries to dig deeper to understand the story that the numbers are forming. This deeper thinking helps FP&A influence leadership to reflect on the strategic choices and the possible story that choice will create within the vision and mission of the company.

Financial Planning and Analysis (FP&A)

Centage

OCTOBER 23, 2023

Any number of issues can arise that render forecasts or the line items on an annual budget quickly outdated. The problems that occur downstream from inaccurate or incomplete plans and budgets ultimately impact financial performance and long-term success. Defining your business drivers increases flexibility.

Budgeting

CFO News Room

JANUARY 11, 2023

Chief Financial Officer. Individuals who excel in the Chief Financial Officer (CFO) role are highly sought after. Previous experience working in upper leadership roles or managing the financial duties of an organization provides the skills and knowledge to take on this role. Financial Analyst.

Banking

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. I started to like numbers and did very well in Math. My financial career is quite a long journey.

CFO

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. This article is part of FutureCFO's Female Leadership in Finance Series. The hospital has adopted a culture of innovation as it strives for world-class clinical leadership. FutureCFO: When did you start to become interested in finance?

Healthcare

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. These insights powerfully demonstrate the value of a good financial model. How do you weigh and plan for the costs of such a change?

Planning

The Finance Weekly

JANUARY 21, 2024

Some: 41% of finance teams have Issues Identifying and correcting errors, 31% have problems finding and gathering necessary data, 24% have challenging questions on sources of data, 23% face challenges tracking multiple Excel versions, 20% have a bugbear of broken formulas, 19% are far from confident presenting this data to non-finance leadership.

Financial Planning and Analysis (FP&A)

CFO News Room

DECEMBER 22, 2022

So, whether you are a number cruncher or story teller, I think you will find something to take away from the class. . Spreadsheets : I almost never open an excel spreadsheet during my classes and spend little time on financial modeling, but I do use my limited Excel skills, when valuing companies and doing corporate financial analysis.

Marketing

Boston Startup CFO

JULY 10, 2016

To hold their own amongst established competitors, startups need strong leadership teams and effective business strategy. It is not just about building a fully integrated financial model and making a financial decision based on whether or not the output cell is green or red. Learn the business, not just the numbers.

Startups

Future CFO

AUGUST 24, 2020

Amid these dire forecasts, FutureCFO spoke with senior financial executives with a regional role across Asia-Pacific for a glimpse into the upheaval that the global pandemic has brought to their FP&A practice, and how they are helping senior leadership weather the crisis with the company intact. Out of the ivory tower.

Financial Planning and Analysis (FP&A)

Musings on Markets

DECEMBER 21, 2022

So, whether you are a number cruncher or story teller, I think you will find something to take away from the class. Spreadsheets : I almost never open an excel spreadsheet during my classes and spend little time on financial modeling, but I do use my limited Excel skills, when valuing companies and doing corporate financial analysis.

Valuation

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. As a result, every company sought financial clarity.

Finance

CFO Talks

MARCH 14, 2024

Building Flexible Financial Models: The ability to quickly adapt to changes is a competitive advantage. CFOs can lead the development of flexible financial models that account for various scenarios, including shifts in the global economy and potential technological disruptions.

Prioritization

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. These insights powerfully demonstrate the value of a good financial model. How do you weigh and plan for the costs of such a change?

Planning

Barry Ritholtz

JANUARY 30, 2024

And then fast forward to my second decade, when I started to move up to Viacom and expand beyond Nickelodeon, in those days, we moved to more of a platform where each of the brands certainly had separate leadership, but that leadership was really focused on content and marketing. There were a whole number of these firms.

Technology

Barry Ritholtz

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Mergers and Acquisitions (M&A)

CFO Talks

MAY 15, 2025

Keep Calm and Crunch the Numbers Anyway How Financial Leaders Can Manage Anxiety Without Losing Their Edge For CFOs, crisis isnt a theoretical exercise, its the job description. Anxiety Isnt a Weakness – Its Data You Havent Interpreted Yet Lets dismantle a common myth: that anxiety is a sign of poor leadership.

Numbers

CFO Talks

MAY 13, 2025

You elevate your company, your team, and your own leadership brand. This is where your financial model becomes the loudest voice in the room. Own the Numbers – And the Risks Due diligence is not about ticking off a checklist. Own the Numbers – And the Risks Due diligence is not about ticking off a checklist.

Mergers and Acquisitions (M&A)