CFO Plans

SEPTEMBER 24, 2024

This accessibility ensures that business owners and financial advisors can collaborate seamlessly, leading to more effective financial planning and tax strategy formulation. Imagine reviewing your financial reports while on a business trip, ensuring you never miss a critical update.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

The Charity CFO

MAY 19, 2023

Risk Management: assessing and mitigating financial risks associated with cash flow, such as liquidity, current and interest rate risks, Nonprofit organizations should have risk management strategies in place to address potential disruptions. Do You Struggle to Make Sense of Your Financial Statements?

Cash Management 52

Cash Management Nonprofit Compliance Budgeting 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. 1] Robert Half and Protiviti are members of the Microsoft AI Cloud Partner Program.

Financial Planning and Analysis (FP&A) 115

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

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 Planning 96

Spreadym

NOVEMBER 3, 2023

It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively. Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Embark With Us

MARCH 26, 2025

ESRS The EC has proposed a significant revision to the ESRS aimed at streamlining requirements and reducing the reporting burden on companies. Instead, a voluntary standard—based on European Financial Reporting Advisory Group's ( EFRAG) December 2024 guidance for non-listed SMEs—will be made available for companies outside the CSRD’s scope.

Compliance 52

Compliance Benchmarking Prioritization Numbers 52

Spreadym

JUNE 27, 2023

This includes analyzing revenue and expense trends, profitability, cost drivers, key performance indicators (KPIs), and financial ratios. Resource Allocation: Financial Planning and Analysis helps organizations allocate their resources effectively. They analyze key financial metrics, ratios, and profitability drivers.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

OCTOBER 1, 2024

The conversation about the underinvestment in intangible assets in South Africa, and the challenges of accounting for these assets (due to subjective accounting treatments), directly impacts how CFOs approach financial reporting. Why is this important for CFOs? IFRS, US GAAP). Leana van der Merwe: That’s a great point, Daan.

Leverage 52

Leverage Investments Economics Accounting 52

The Charity CFO

DECEMBER 22, 2021

Mm-hmm it doesn’t feel like, oh, you are always saying, no, you can say like, no, this year, this is what we’re prioritizing, and next year we’re gonna prioritize something else. This year’s a organization, which wishlist items line up with that. There’s like a concerted effort to do this thing.

Nonprofit 62

Nonprofit Accounting Budgeting Planning 62

CFO Talks

NOVEMBER 1, 2024

My approach involves staying calm under pressure, analyzing the situation thoroughly, and breaking down complex problems into manageable steps. Financial Expertise: Mastery of financial reporting, budgeting, forecasting, and analysis is essential. Key areas include: 1.

Prioritization 98

Prioritization CFO Leadership Communication 98