VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships.

CFO 52

CFO Strategic Planning Auditing Leadership 52

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Budgeting and rolling forecasts, as well as what-if scenario planning.

Financial Planning and Analysis (FP&A) 52

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

Planful

AUGUST 7, 2020

Where cash flow used to be an almost secondary concern in terms of planning and forecasting, it’s now taken center stage. Speed/frequency : Not so long ago, cash flow forecasting and reporting was a structured, periodic task that was just another part of the financial reporting package. Oh how things have changed.

Financial Planning and Analysis (FP&A) 40

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

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies. Measuring Progress Finally, establishing clear metrics to measure the success of the finance agenda is essential.

CFO 52

CFO Communication Finance Budgeting 52

PYMNTS

OCTOBER 29, 2019

Its shares were tanking early this week after the company posted what investors apparently viewed as a disastrous third-quarter 2019 financial report. Investors did not take kindly to the company’s fourth-quarter guidance of $315 million to $335 million, below the forecast of $388 million.

Forecasting 40

Forecasting Leverage Retail Financial Reporting 40

PYMNTS

JANUARY 17, 2019

FactSheet had forecast that Netflix would add 1.51 For the full year 2018, Netflix paid net subscriptions increased 33 percent compared to 2017, reaching 29 million, the company said in its latest financial report. Going into Q4, Netflix had expected to add 7.6 million subscribers. million U.S. subscribers and 6.14

Entertainment 69

Entertainment Forecasting Financial Reporting Planning 69

PYMNTS

MARCH 16, 2018

The news wasn’t a shock, particularly since the retailer first filed for bankruptcy in September 2017 under the weight of $4.9 But the holidays came and went, and America’s most iconic toy retailer ended up with coal in its stockings – consumers generally don’t like to shop at a retailer they perceive to be dying. operations.”.

Entertainment 40

Entertainment Valuation Sales Retail 40

Planful

FEBRUARY 2, 2017

To support this, EPM includes the following management processes: Budgeting, planning, forecasting and modeling. Reporting results to internal and external stakeholders. This is handled through the periodic reporting and reviewing of results by internal stakeholders (i.e., the management team) and external stakeholders (i.e.,

Budgeting 40

Budgeting Forecasting Analyzing Data Finance 40

Future CFO

JULY 13, 2020

While we were working from home, we started to look at the cash flow forecast for the next six months to anticipate the cash flow issues that we are going to face. Oracle assisted us with additional strategies, enabling us to automate and into the data analytics to help in the accuracy of our financial reporting.”.

Planning 52

Planning Finance Manufacturing Advertising 52

CFO Talks

FEBRUARY 20, 2024

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. And then also in the larger scales being wholesalers and retailers.

CFO 52

CFO Leadership Accounting Finance 52

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. And I — I — I don’t like to ask people for predictions and forecasts, but you’re looking at the flows and you get client questions all the time.

Investments 116

Investments Marketing Profit and Loss Banking 116