E78 Partners

NOVEMBER 11, 2024

Adequate financial leadership has never been more critical to today’s market. Whether navigating a leadership gap, managing complex financial transactions, or steering through a period of growth or crisis, a transitional Chief Financial Officer provides the necessary insights and support to ensure financial stability.

Leadership

CFO Dive

JUNE 23, 2025

financial reporting leaders indicated in a KPMG study that ethical concerns, such as bias or misinformation, are a barrier to AI adoption — down from 48% in 2023. financial reporting leaders reported that risks from using algorithms without human oversight are a barrier — down from over half (51%) in 2023.

CFO

CFO Plans

NOVEMBER 18, 2024

Implementing strong corporate financial governance ensures that financial disclosures are both trustworthy and reliable. This positions an organization as a leader in financial accountability leadership , setting a standard for others in the industry to follow. This transparency builds confidence amongst stakeholders.

Communication

Future CFO

MARCH 3, 2025

Repetitive tasks, such as financial reporting, are increasingly being automated, freeing up finance professionals to focus on strategic initiatives. A recent report by McKinsey estimates that automation could potentially displace up to 30% of work activities in finance and accounting.

Finance

CFO Talks

NOVEMBER 29, 2024

Members’ Profile: Rofhiwa Irene Singo In this edition of our CFO Spotlight series, we are featuring Rofhiwa Irene Singo, an accomplished finance leader whose journey is a testament to resilience, adaptability, and impactful leadership. Share your favorite leadership lesson.

CFO

CFO Talks

JANUARY 8, 2025

Embrace Scenario Planning No one can predict the future, but planning for multiple outcomes can make your business adaptable. Scenario planning involves creating potential future situationssuch as a sharp drop in demand, rising interest rates, or supply chain disruptionsand preparing responses to each.

Economics

CFO Talks

JULY 25, 2025

It is a constant balancing act between high-level leadership and deep operational involvement. You are responsible for financial reporting accuracy, compliance with accounting standards, system integrity, and managing financial risks. Finance is about more than reporting. This is not just a job title.

Leadership

CFO Talks

DECEMBER 11, 2024

For example, is it delivering error-free financial reports? Providing actionable insights to the leadership team? When you know what youre aiming for, you can create a focused plan to get there. Or perhaps ensuring your department runs like a well-oiled machine?

Finance

E78 Partners

MARCH 3, 2025

Despite these favorable conditions, successful IPOs require meticulous preparation, robust financial reporting, and a governance framework that instills investor confidence. Companies must ensure they are operationally, financially, and strategically ready for the transition to public markets.

Financial Planning and Analysis (FP&A)

Global Finance

AUGUST 5, 2025

“In the Americas and Europe, AI-driven models adjust in real-time based on internal and macroeconomic inputs, proving useful for liquidity planning,” he notes. ” GenAI has transformed the company’s monthly financial reporting over 20 countries, covering profit and loss, receivables, and budgets.

Finance

E78 Partners

FEBRUARY 5, 2025

Achieving this requires a comprehensive approach encompassing strategic alignment, leadership integration, operational efficiencies, and financial optimization. Integration should be planned, starting even before the deal closes.

Leadership

The Finance Weekly

DECEMBER 2, 2024

Under this familiar process, financial personnel export data from their organization's software, typically the company's Enterprise Resource Planning (ERP) system. One workaround found in cumbersome financial reporting processes includes using old legacy Excel-based financial models.

Financial Planning and Analysis (FP&A)

CFO Talks

MARCH 20, 2025

As a CFO, your role goes far beyond reporting figuresyou shape strategic decisions, guide leadership, and influence confidence in the business. Get it right, and you build trust, reinforce stability, and ensure alignment across leadership. So, how do you deliver tough financial truths without unsettling your stakeholders?

Leadership

CFO Talks

AUGUST 6, 2025

What to Consider Before Crossing the Border If your business is planning to expand internationally or already operates in multiple regions, here are critical areas that require your attention: 1. Before setting up shop, understand: Which financial reporting standards apply (e.g. IFRS, local GAAP)? Never assume.

Foreign Exchange

E78 Partners

MAY 29, 2025

Beyond Financial Reporting: Four Pillars of Strategic CFO Impact 1. PE firms report that portfolio companies with robust KPI frameworks achieve significantly higher likelihood of meeting annual plan targets, reducing execution risk and enhancing exit predictability.

CFO

E78 Partners

NOVEMBER 25, 2024

With in-depth analysis and careful planning, transaction service teams act as strategic partners throughout the deal process, ensuring each stage is optimized for success. Strategic Insight: Transaction services teams provide deep financial and operational analysis, helping companies understand a deal’s strengths and risks.

Securities

CFO Talks

JUNE 20, 2025

With over 15 years of experience spanning finance, risk, procurement, and executive leadership, Rajesh brings a unique blend of technical acumen and business foresight to the CFO role. His leadership journey includes senior roles at Liquid Telecom, Neotel, Peresys, and Sheridans in London. What sparked your interest in finance?

Mergers and Acquisitions (M&A)

The Charity CFO

APRIL 1, 2025

The organizations that thrive have a shared commitment to financial discipline, strong internal controls, and strategic leadership. Thats why we created The Charity CFO Financial Blueprint a free , downloadable 30-point guide that distills the best practices weve seen across our top-performing clients.

Nonprofit

CFO Talks

APRIL 15, 2025

Accountable finance professionals question the logic, sanity-check the drivers, and consider whether the plan makes sense in the wider business context. Theyll speak up when they see a mismatch between financial assumptions and operational intent, even if its uncomfortable to do so. Why are costs trending higher than planned?

Accounting

E78 Partners

MARCH 28, 2025

Enhanced supply planning can cut inventory levels by 5% to 20%, reducing write-offs and improving margins by an additional 25 to 50 basis points. Proactive measures such as enhanced financial reporting, improved ERP systems, and clear growth narratives are essential for commanding premium valuations.

Mergers and Acquisitions (M&A)

E78 Partners

FEBRUARY 26, 2025

Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,

Financial Planning and Analysis (FP&A)

CFO Talks

JUNE 4, 2025

Financial reports, investor calls, public updates, and even interviews all feed into the broader narrative about a business. On the contrary, credibility grows when a CFO can admit that performance is down, explain why, and walk stakeholders through the plan to recover. Worse, they may be viewed as hiding something.

CFO

E78 Partners

MARCH 21, 2025

Companies must take a structured, strategic approach that aligns leadership, streamlines processes, and maintains stakeholder confidence. A well-defined PMI model typically includes: Pre-Integration Planning: Establishing objectives, leadership alignment, and an integration roadmap before the deal closes.

Leadership

The Charity CFO

JANUARY 8, 2025

In this episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Kathryn Hoffman, CEO of the Minnesota Center for Environmental Advocacy (MCEA), to discuss how to balance a big mission with human-centered leadership. Want more nonprofit leadership tips? Go straight to the full video here!

Leadership

CFO Talks

JULY 8, 2025

Staying in one company for an extended period may not always be glamorous, but it can provide one of the most underestimated routes to leadership. The Analyst Years: Where Leadership Potential Begins Many finance careers begin in roles that seem far removed from executive leadership. You do not have to leave to grow.

Leadership

CFO Talks

AUGUST 7, 2025

It can reduce the role to one of reporting and compliance, rather than strategy and leadership. Leading unstructured work should not come at the cost of financial reporting, compliance, or risk management. But that’s exactly where leadership begins. These are not side projects. There might not be a playbook.

CFO

CFO Dive

AUGUST 11, 2025

You can unsubscribe at anytime. tariffs since the 1930s will stoke just short-term price pressures. Registered in England and Wales. TechTarget, Inc.s registered office is 275 Grove St. Newton, MA 02466.

CFO

E78 Partners

JUNE 17, 2025

To maximize these benefits, firms involve finance leadership early and ensure post-close reporting structures support transparency, speed, and investor confidence. A well-known example of financial synergy is the merger between Exxon and Mobil in 1999.

Mergers and Acquisitions (M&A)

The Charity CFO

JANUARY 22, 2025

Translate Your Impact into Business Terms When seeking funding, especially from business-oriented donors, be prepared to discuss your work in terms of business plans, financial statements, and market potential. Do You Struggle to Make Sense of Your Financial Statements? Book a FREE consultation here. Get the free guide!

Nonprofit

E78 Partners

OCTOBER 30, 2024

To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). Creating a ‘Single Source of Truth’ for Financial and Operational Data Accurate and reliable financial information is essential.

Financial Planning and Analysis (FP&A)

Future CFO

FEBRUARY 19, 2025

According to BD Chatterjee , author and vice president for finance and corporate affairs at ACCESS Health International , cross-border virtual CFO services provide a cost-effective and structured solution to challenges, bringing in financial leadership tailored to international operations.

CFO

CFO Talks

MAY 29, 2025

Reporting Rules That Make or Break Your Reputation Financial reporting is often thought of as the final step in the business process, the box to tick at the end of the quarter or financial year. They understand that reporting, when done right, is not just a reflection of past performance. But that time has passed.

IFRS

The Charity CFO

FEBRUARY 13, 2025

What well explore in this blog are three important takeaways: Key Takeaways Financial Red Flags : Nonprofits should be vigilant about red flags such as insufficient unrestricted funding and low cash reserves. Importance of Cash Flow : Understanding cash flow is crucial for maintaining operational stability and planning for future growth.

Nonprofit

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. More often, they fall apart in execution when integration plans lack structure, teams are misaligned, and critical dependencies are overlooked.

Mergers and Acquisitions (M&A)

CFO Talks

FEBRUARY 12, 2025

It allows businesses and organisations to predict future income, expenses, and cash flow, ensuring that they remain financially stable and prepared for challenges. However, forecasting is not just about guessing numbersit is a structured process that relies on analysing past data, considering present trends, and planning.

Forecasting

CFO Talks

JUNE 18, 2025

This includes setting performance indicators, training managers to read and interpret financial reports, and maintaining oversight without micromanagement. Good finance leadership is not about saying yes or no to every decision. Most importantly, structural decisions must always support the recovery plan.

CFO

CFO Talks

MAY 14, 2025

When financial decisions are grounded in integrity, they tend to be more robust, less reactive, and ultimately more sustainable. Ethical leadership is no longer a moral footnote; it is central to long-term value creation. Similarly, financial systems should support transparency, not obscure it. It is a cultural mirror.

Numbers