Spreadym

APRIL 27, 2023

Investment analysis: Business software tools for investment analysis allow you to analyze investment options and evaluate their potential returns. Financial reporting: These tools generate financial reports, including income statements, balance sheets, and cash flow statements.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

The Finance Weekly

APRIL 21, 2024

What could go wrong if your Chief Financial Officer (CFO) is not effective in their job? They could steer your company towards poor financial decisions, like risky investments, inaccurate budgeting, or insufficient cost control. Facilitate risk management, audits, and research.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

Spreadym

NOVEMBER 3, 2023

Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. 401(k), IRA), investing in stocks, bonds, real estate, or other assets, and establishing an emergency fund. This metric reflects your ability to invest in growth or return value to shareholders. Liquidity Ratios: a.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

The Charity CFO

MAY 19, 2023

Cash management strategies Cash flow monitoring: monitoring cash inflows and outflows on a regular basis. This involves tracking revenue from various sources (donations, grants, program fees, investment income etc.) Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Cash Management 52

Cash Management Nonprofit Compliance Budgeting 52

The Finance Weekly

JANUARY 22, 2024

Supervise and offer suggestions for the financial department. Assist with risk management, audits, and research. Identify investment and financial planning opportunities. Collaborate with other executives and department heads on budget creation and management. Prepare quarterly and annual tax filings.

CFO 52

CFO Education Communication Leadership 52

CFO Talks

MARCH 20, 2024

Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. Financial Reporting and Management: The Controller is entrusted with maintaining the chart of accounts and overseeing outsourced functions.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

CFO Talks

JUNE 7, 2022

Steward Role & Competencies: Accounting, control, risk management and asset preservation are the proficiencies of the Steward. The Steward must ensure company compliance with financial reporting and control requirements. Competencies include: Working knowledge of risk management, budget, and forecasting tools.

CFO 52

CFO IFRS Leadership Risk Management 52

Adam Kae

JULY 17, 2023

Adam Kae & Associates knows how to optimize working capital, manage accounts receivable and payable, and leverage financial tools to maintain a healthy cash flow cycle. We'll also cover cash flow forecasting techniques and risk management to minimize financial uncertainties.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team.

CFO 52

CFO Problem Solving Budgeting Communication 52

Future CFO

JANUARY 25, 2024

Not all priorities were included in the list of areas to cut or pause investment. For planned cuts or pauses to investments, only select response options are shown. The top challenge that CFOs face is the need to balance short- and long-term investments. Only comparable response options are shown.

CFO 94

CFO Finance Leadership Investments 94

CFO Share

JULY 27, 2023

AI-powered software can extract data from ERPs or accounting software, and automatically generate financial reports, including balance sheets, income statements, cash flow statements, and management discussion and analysis. How CFOs can effectively integrate AI into their financial operations.

CFO 40

CFO Data Analysis Analyzing Data Risk Management 40

CFO Talks

MARCH 14, 2024

The CFO must review existing controls, identify any gaps, and implement improvements to safeguard the company’s assets and ensure accurate financial reporting. Understand and Mitigate Risks: A CFO must have a comprehensive understanding of the various risks the company faces, including operational, financial, and strategic risks.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

The Charity CFO

NOVEMBER 15, 2023

Program-Related Investments Program-related investments, also known as PRIs, are loans made by grantors, such as foundations. Risk Management Financial decisions often come with risks as well as rewards. Develop a plan to mitigate the risks associated with taking on debt. Get the free guide!

Nonprofit 52

Nonprofit Budgeting Risk Management CFO 52

Spreadym

JUNE 27, 2023

This includes analyzing revenue and expense trends, profitability, cost drivers, key performance indicators (KPIs), and financial ratios. Strategic Planning Support: Financial Planning and Analysis plays a crucial role in supporting strategic decision-making processes.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

AUGUST 23, 2022

These days, at least in Asia, sustainability responsibilities appear to be more closely associated with a Chief Financial Officer (CFO). Lim opined that with the level of scrutiny over ‘non-financial’ and ‘financial’ reporting on the rise, corporates need buy-in and support from the Board to push the sustainability agenda.

CFO 98

CFO Auditing Finance Treasury 98

Future CFO

DECEMBER 31, 2021

In response, 82% of CFOs report that investments in digital are accelerating faster than in other areas, including talent, supply chain, business services or fixed assets. Victor Ng: It’s vital for Singapore to embrace global movements to remain competitive as a global financial hub.

Leadership 98

Leadership Finance GAAP Forecasting 98

Future CFO

MAY 1, 2024

As the person responsible for preparing an organisation’s financial reports, which include balance sheets and income statements, the role of a finance controller is anything but ordinary. It’s also the risk management part of the role that keeps the role exciting, crucial, and a continuous growth area,” Ramon adds.

Leadership 52

Leadership IFRS Finance Communication 52

Spreadym

OCTOBER 3, 2023

They are key contributors to the planning, performance analysis, and financial strategy development within the company. Their work often influences important decisions related to investments, cost control, and revenue growth. Candidates should be able to connect financial data to broader business strategies.

Financial Planning and Analysis (FP&A) 59

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

Future CFO

SEPTEMBER 3, 2019

Aged 57, she will be responsible for the group’s financial functions including accounting, financial and management reporting, taxation, internal controls, and risk management.

Corporate Finance 40

Corporate Finance CFO Risk Management Compliance 40

CFO Leadership

OCTOBER 10, 2023

AI driven automation is expected to extend to more complex tasks such as, audits, risk management, and financial planning and analysis. For instance, could financial statements generated by ChatGPT withstand audit scrutiny?

Finance 95

Finance Accounting Auditing IFRS 95

Future CFO

SEPTEMBER 7, 2022

This is likely to continue with the establishment of the International Sustainability Standards Board (ISSB), which aims to introduce a global baseline for sustainability reporting. Green finance has also seen substantial expansion in green loans, bonds, and investment opportunities. .

Finance 52

Finance Auditing Corporate Finance Accounting 52

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. That includes investing in people and business processes that can help your AI initiative be successful.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

The Charity CFO

JANUARY 5, 2023

Maintaining healthy financial management is critical for the organization’s sustainability, stability, and flexibility, now and in the future. Without a good grasp of your finances, your nonprofit risks: Exposure to fraud. Misuse of funds and poor investments. Poor financial reporting.

Nonprofit 52

Nonprofit GAAP Budgeting Auditing 52

CFO Leadership

OCTOBER 18, 2023

AI driven automation is expected to extend to more complex tasks such as, audits, risk management, and financial planning and analysis. For instance, could financial statements generated by ChatGPT withstand audit scrutiny?

Finance 52

Finance Accounting Auditing IFRS 52

The Charity CFO

AUGUST 28, 2023

However, financially-minded folks are crucial for a variety of reasons. They can provide guidance on: Budgeting Investments Risk management Complex compliance and legal issue All are necessary for keeping the lights on and charting the organization’s path ahead. Get the free guide!

Nonprofit 52

Nonprofit Problem Solving Finance CFO 52

PYMNTS

OCTOBER 29, 2018

.” Two-thirds said IT professionals appear reluctant to collaborate with financial executives, with teams clashing over a variety of matters. For instance, Workday noted, IT’s desire to invest in new technology will often clash with the finance team’s efforts to limit overspending.

CFO 58

CFO Corporate Finance Finance Risk Management 58

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. Investing Time and Resources Commitment is also measured in terms of resource allocation.

CFO 52

CFO Communication Finance Budgeting 52

The Finance Weekly

OCTOBER 13, 2021

Compliance: Abide by laws regarding environmental regulations, financial reporting, etc. Internal: Employee experience and quality of company management. It should be noted that people often mix up Human Performance Management (HPM) and CPM. A collaborative approach can also vastly improve risk management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

Future CFO

SEPTEMBER 14, 2020

Key for CFOs and finance leaders is to demonstrate a connection between sustainability and company value, that there is long-term profit in allocating capital to a business that practices sustainable growth and proactive risk management, employee engagement, retention and corporate reputation.

Accounting 40

Accounting Leadership Finance Profit and Loss 40

CFO Talks

DECEMBER 8, 2021

But in a nutshell, I’m within the finance team, particularly the regulatory reporting team within Citibank and as a regulatory accountant, one is tasked to ensure that accurate and timely regulatory reporting to the South African Reserve Bank. CIARAN RYAN: Are you based in Johannesburg or where is your head office in South Africa?

Auditing 72

Auditing Accounting Banking Risk Management 72

The Finance Weekly

OCTOBER 13, 2021

Earlier this year, Oracle identified four repeating techniques that the most ambitious and inventive organizations have used to obtain a competitive advantage and achieve significant development: business model innovation; mergers, acquisitions, and divestitures, accelerate the financial close, and developing a risk-aware culture.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Spreadym

SEPTEMBER 27, 2023

Risk Management: CPM also involves identifying and managing risks that could affect the achievement of strategic goals. This includes assessing financial risks, market risks, and operational risks.

SAP 59

SAP Budgeting Forecasting Auditing 59

Spreadym

OCTOBER 20, 2023

A multi-currency account reporting refers to the financial reporting and tracking of transactions in multiple currencies within a single account or financial system. Currency Risk Management: Businesses can use multi-currency account reporting to manage currency risk.

Currencies 52

Currencies Accounting Risk Management Compliance 52

CFO Talks

AUGUST 3, 2022

Welcome to this SAIBA CFO podcast, SAIBA is the South African Institute of Business Accountants, it has more than 12 000 members in the country and specialises in a wide range of disciplines such as accountancy and tax, training and development, career enhancement, legislation, designations, recognition and financial reporting.

CFO 52

CFO Management Consulting Accounting Education 52

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. BITTERLY MICHELL: … risk management. Her name is Kristen Bitterly Michell.

Investments 114

Investments Marketing Profit and Loss Banking 114

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. Risk Management.

Financial Planning and Analysis (FP&A) 96

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

Planful

JUNE 3, 2021

Finding ways to overcome these hurdles is critical since consolidated financial statements hold much power. Investing in innovative technology, such as a cloud-based planning and consolidation platform, gives your finance teams the support they need for financials. Case in point: Barclays PLC was fined $34.8 The solution?

Compliance 40

Compliance Reconciliations Currencies Finance 40