CFO Talks

APRIL 16, 2025

Who signs off on financial models? Companies with clear governance structures attract better funding terms, secure supplier trust faster, and face lower compliance costs over time. That gives you leverage in investor discussions, funding rounds, and stakeholder trust. Who monitors debt covenants?

Auditing 52

Auditing Compliance CFO Leadership 52

CFO Talks

NOVEMBER 29, 2024

From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed. Simultaneously, I renegotiated interest rates with Standard Chartered Bank, securing a 50% reduction in interest costs, saving us $1.5 million annually.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO Talks

MAY 14, 2025

A CFO’s personal credibility can be the deciding factor in whether the business secures financing or weather a reputational storm. When financial decisions are grounded in integrity, they tend to be more robust, less reactive, and ultimately more sustainable. Integrity as Strategic Currency Integrity isn’t a soft skill.

Numbers 52

Numbers CFO Leadership Compliance 52

Bramasol

APRIL 15, 2024

to drive financial models. Options for quickly simulating multiple models for comparative analysis and decision-making. Using natural language processing (NLP) to make financial statement and public facing data more consumable to all types of stakeholders. As with Scenario One, unified and consistent data will be key.

SAP 94

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 94

Centage

AUGUST 24, 2022

These concerns could include time-consuming manual entry, difficulties consolidating data, less security for sensitive information, limited collaboration capabilities, delayed reporting, and difficulties accessing historical or real-time data. Planning Maestro has the tools you need to develop calculated strategies.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Analyzing Data 98

Centage

SEPTEMBER 14, 2021

Flexibility Cloud-based business budgeting and financial planning tools uncover financial wins, losses, and red flags. They provide the flexibility to anticipate problems by running multiple what-if scenarios and building driver-based financial models.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

Spreadym

NOVEMBER 16, 2023

Collaboration and Workflow Management: Features for collaboration and workflow management facilitate communication and coordination among team members involved in the financial planning process. Pros of Vena for FP&A Flexible Modeling: Vena is known for its flexibility in financial modeling.

Financial Planning and Analysis (FP&A) 59

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

The Finance Weekly

OCTOBER 8, 2023

Features: Integrations (ERP, CRM, HRIS, Billing) Collaboration in one central platform Data Management Security Platforms Pricing: Prices were not specified in their website but a free demo could be pre-scheduled. Market Segment: 52% Enterprise 35% Mid-Market Casual , Causal makes financial modeling easy and understandable.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

NOVEMBER 13, 2018

They also expect that, over the next five years, technology will change that process through greater security (63 percent), support of deeper analytical capabilities (61 percent) and simplification of the process (45 percent).

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Compliance Financial Modeling Technology 57

CSC Advisors

JUNE 25, 2025

Our advisors assist with financial modeling, site analysis, and budgeting to ensure that your facility expansion drives growth rather than disrupts it. Get the financial assistance you need today. You’ll also need to understand how the expansion will impact your operations during construction or relocation.

Planning 52

Planning Construction Finance Financial Modeling 52

The Finance Weekly

JULY 19, 2022

FP&A teams are responsible for a variety of activities, including periodic financial close and consolidations, strategic and annual planning, monthly forecasting, cash flow forecasting, financial reporting, financial modeling, and what-if scenario planning and analysis. Strategic financial planning.

Financial Planning and Analysis (FP&A) 96

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

Future CFO

SEPTEMBER 30, 2022

The Kroll 2022 Cyber Risk and CFOs report, Over-Confidence is Costly , revealed that 84% of CFOs in Asia Pacific acknowledge that their organisation had more than three security incidents in the last 18 months, and only 8% of CFOs are briefed monthly by the information security team. Kroll 2022 Cyber Risk and CFOs report.

CFO 52

CFO Budgeting Securities Investments 52

E78 Partners

NOVEMBER 25, 2024

E78 , a leader in tailored financial solutions, has adapted to meet these demands, evolving its transaction services from traditional, paper-heavy processes to cutting-edge digital platforms. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

E78 , a leader in tailored financial solutions, has adapted to meet these demands, evolving its transaction services from traditional, paper-heavy processes to cutting-edge digital platforms. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

Collectiv

MARCH 5, 2025

By integrating planning with the broader data strategy , organizations are able to create more dynamic and scalable financial models. Rather than replacing Excel, modern planning solutions integrate it with Power BI , allowing organizations to maintain usability while ensuring data accuracy, automation, and enterprise security.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

Centage

OCTOBER 3, 2022

The process of generating what-if scenarios and financial models or incorporating several variables at once could be time-consuming. The multi-dimensional model could also be challenging to envision, which may lead to errors and oversights. Data Security Vulnerabilities. Users cannot create unique passphrases for access.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

CFO Thought Leader

MAY 8, 2024

Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to handle pressure and complexity—a foundational skill for any leader.

CFO 52

CFO Financial Modeling Forecasting Numbers 52

CFO News Room

JANUARY 11, 2023

Pursuing a career in banking is often worth the effort, with higher salaries and more job security available than in many other industries. Knowledge of financial software applications and financial modeling. Although many jobs may require longer hours, the results can be worthwhile. Detail-oriented, analytical mindset.

Banking 130

Banking Financial Analyst Budgeting Investments 130

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. Our fiscal year 2020 profitability outlook demonstrates the strength of our financial model when scale and leverage are achieved.

Retail 63

Retail Prioritization Sales Financial Modeling 63

Spreadym

MAY 15, 2023

Key features Web-based interface Collaborative workspace Unified methodology of reporting Pricing Upon request Datarails Datarails is a financial planning and analysis platform that offers automation, visualization and consolidation capabilities. Data integration and security Evaluate the platform's data integration capabilities.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

FEBRUARY 12, 2023

The solution to this problem of data preparation and processing is the centralization of metadata updating and the automatic distribution of changes through all dependent models in one planning and analysis software for business. You can read more about granular security here.

Financial Analysis 52

Financial Analysis Manufacturing Strategic Planning Construction 52

Centage

DECEMBER 21, 2023

Here’s a detailed comparison chart outlining the key differences in functionality between Centage and Excel: Feature Centage Excel Formula management Formula-free approach; eliminates the need for manual formula entry Relies heavily on manual formula entry; prone to errors Ease of use Formula-free design for effortless budgeting and planning Requires (..)

Budgeting 52

Budgeting GAAP Forecasting CFO 52

CFO Share

JUNE 11, 2024

Unlike in-house teams, which handle a broad range of financial tasks and rarely see other financial models, outsourced CFOs build forecasts for a variety of businesses. A fractional CFO’s impartiality hedges against over-forecasting, providing a true reflection of the business’s financial health and prospects.

Forecasting 52

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

VCFO

JUNE 12, 2023

Among many successes, Brandon secured soft commitments for a capital raise of over $100M each from two competing commercial financiers for an international supply chain logistics and healthcare products firm. Prior to joining vcfo, Brandon was a CFO for companies in a variety of industries.

CFO 40

CFO Healthcare Financial Modeling Education 40

Spreadym

JUNE 6, 2023

Performance limitations for large datasets: While Workday Adaptive Planning can handle significant data volumes, performance may be impacted when dealing with extremely large datasets or complex financial models. Oracle Hyperion Planning Oracle Hyperion Planning is an enterprise-grade financial planning and budgeting solution.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

CFO Talks

SEPTEMBER 12, 2024

Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios. These relationships can offer leverage when it comes to renegotiating contracts, securing better payment terms, or accessing lines of credit.

Leverage 52

Leverage Forecasting Communication Economics 52

Onplan

DECEMBER 28, 2021

Although higher pay increases FICA taxes for some higher earners (Social Security taxes cap out near $150,000 and Medicare at $200,000), it’s offset by state unemployment taxes. These insights powerfully demonstrate the value of a good financial model. Surprisingly, the effect is actually negligible.

Planning 98

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

CFO Simplified

DECEMBER 12, 2021

In publicly traded companies, the CFO is also responsible for the company’s compliance with Securities and Exchange Commission (SEC) rules and regulations.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

Future CFO

MAY 22, 2024

Waty says CFOs must navigate regulatory landscapes, measure return on investment, mitigate the risk of technology obsolescence, address cybersecurity threats, balance technology investments with costs, manage data security, overcome resistance, integrate digital tools, and attract and retain talent.

CFO 52

CFO Risk Management Leadership Communication 52

CFO Share

NOVEMBER 8, 2022

If your company relies on debt financing for capital equipment or working capital, preparing your small business for a recession means securing debt capital in advance of the downturn. These critical financial models allow for rapid evaluation of alternatives and resource planning. Do not sabotage future growth. Buy a business.

Forecasting 40

Forecasting Economics Investments Financial Modeling 40

Planful

AUGUST 30, 2016

Here, I was expecting Finance Transformation to be the top response, but was pleased to see Financial Modeling coming in as the top initiative at 49% of responses. This was followed closely by Forecasting with Predictive Analytics (26%), then Financial Transformation (41%). 28% – Use of Big Data or Non-Financial Data.

Finance 40

Finance Budgeting Forecasting Planning 40

Spreadym

AUGUST 10, 2023

Collaboration: Tools for multiple users to collaborate on creating, reviewing, and approving financial reports. Audit Trail: A record of changes made to financial data and reports, ensuring transparency and accountability. Security: Robust security measures to protect sensitive financial data and prevent unauthorized access.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) Accounting Standards CFO 52

Michigan CFO

NOVEMBER 7, 2022

This could include building your financial system, carrying out financial modeling, establishing valuation, rallying investors, and more. Having support from a CFO with industry experience can provide your business with better results and greater security. Make Sure they Provide the Specific Services You Need.

CFO 40

CFO Valuation Construction Financial Modeling 40

The Finance Weekly

JULY 31, 2023

Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies. By leveraging AI algorithms and automation, finance professionals can effectively manage complex financial models and optimize investment strategies.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

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. Pro forma statements are also used to secure financing.

GAAP 40

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

The Finance Weekly

APRIL 13, 2024

2) Anaplan Anaplan is a cloud-based platform for financial modeling and planning, designed to assist businesses in modeling transactions, calculating commissions, and mapping the relationships among diverse data sets. Securely hand off your tax docs and leave the rest to your expert. Available in selected states.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 19, 2024

This feedback led to adjustments in the new commission plan, incorporating a balance of short-term incentives and bonuses for long-term customer retention, thereby securing the sales team’s buy-in. Securing CEO Support: Strategic Alignment : Ensure finance initiatives align with the CEO’s overall vision for the company.

CFO 52

CFO Communication Finance Budgeting 52