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. The deck includes: Bullet-proof financial model. Managing Taxes and Sales Tax -- Almost every business must file and pay taxes.

Startups 81

Startups Accounting General Ledger Forecasting 81

E78 Partners

SEPTEMBER 9, 2024

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. Key Components of an Effective Budget Planning Process An effective budget planning process requires comprehensive planning, detailed financial modeling, and continuous monitoring.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

Centage

OCTOBER 23, 2023

The first step in building a driver-based financial model is to identify the key drivers that significantly impact a company’s financial performance. The second step is to incorporate these drivers into the heart of the financial planning process. Defining your business drivers increases flexibility.

Budgeting 52

Budgeting Planning Forecasting Financial Modeling 52

E78 Partners

OCTOBER 28, 2024

They also assist private equity firms in finding potential investment opportunities, evaluating the financial and operational health of target companies, and enhancing the value of portfolio companies through performance improvements and growth strategies. In the end, private equity consulting is all about producing tangible outcomes.

Financial Modeling 52

Financial Modeling Risk Management Restructuring Investments 52

Collectiv

MARCH 5, 2025

Accurate Planning Requires a Single, Integrated Source of Truth Modernized planning is about transforming business processes holisticallyintegrating concepts of financial planning across all departments, whether its HR, supply chain, sales, or operations. The Role of AI AI is more than just a buzzword in data and planning.

Planning 52

Planning Forecasting Budgeting Financial Modeling 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

Jedox Finance

JULY 18, 2019

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. Also, a crystal ball to financially model the impact of the strategic options.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

VCFO

JUNE 12, 2023

At the operational level, Brandon’s hallmark is empowering existing teams to thrive by eliminating or automating redundant tasks and employing the reclaimed time to elevate employees through leadership training and professional development.

CFO 40

CFO Healthcare Financial Modeling Education 40

E78 Partners

MARCH 1, 2023

In the second phase, E78 Partners will build out monthly management reporting for the leadership team, which will replace a manual Excel reporting process. “We have all that information at our fingertips once we close our sales and billing for the month. . The post Legen-Dairy Data appeared first on E78 Partners.

Financial Modeling 40

Financial Modeling Leadership Forecasting Financial Data 40

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) 40

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

The Finance Weekly

AUGUST 5, 2023

FP&A professionals excel at solving intricate problems related to financial performance and business strategy. Collaboration with cross-functional teams such as sales, marketing, and operations is common for FP&A professionals as they work towards shared objectives.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

SEPTEMBER 10, 2020

For dynamic forecasting to work effectively, CFOs need a scenario and modeling platform that supports real-time data updates. It combines financial data, customer, and sales data with operational data at scale. This allows CFOs to stay laser-focused on triggers and initiatives that account for most of their business value.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

Jedox Finance

AUGUST 22, 2019

Crystal ball to financially model the impact of the strategic options. Here’s the new mindset we propose for FP&A: Curiosity to develop, challenge, and influence the strategic thoughts of key decision makers. Courage to explore historical data and reveal where there is a risk to any of the strategic options.

Financial Planning and Analysis (FP&A) 84

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

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. These forecasts are more aligned to financial modeling, rather than analytics as they include the balance sheet positions, cash flows and profitability in an integrated manner.

Technology 52

Technology Financial Modeling Forecasting Planning 52

Future CFO

AUGUST 6, 2020

For dynamic forecasting to work, CFOs need a scenario and modelling platform that supports real-time data updates. It combines financial data, customer, and sales data with operational data – at scale. This allows CFOs to stay laser-focused on triggers and initiatives that account for most of the business value.

CFO 40

CFO Forecasting Budgeting Financial Modeling 40

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

CFO Talks

MARCH 19, 2024

For example, explaining to the IT department how investments in AI technologies will support their digital transformation goals, or illustrating to the sales team how enhanced financial analytics can lead to more effective pricing strategies. Fostering Engagement and Buy-In Effective communication is just the start.

CFO 52

CFO Communication Finance Budgeting 52

Barry Ritholtz

APRIL 4, 2023

And that’s really what was the genesis for, you know, our sale to Carlyle. It’s ultimately about leadership, right? And I look across the organization, it’s all about, at the end of the day, providing that leadership and support. You should have a platform there. RITHOLTZ: Servant leader. KENCEL: He is.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59

CFO Dive

JUNE 9, 2025

And if your financial model can’t surface them early, it’s not a model. By Jim Tyson • May 1, 2025 Win McNamee via Getty Images CFO tips for navigating M&A deals amid tariff turmoil M&A targets need to be valued based on more than just historical financial statements in the current environment, deal lawyers said.

Finance 274

Finance CFO SAP Compliance 274