CFO Talks

NOVEMBER 21, 2024

Looking ahead, I am excited about the opportunity to manage a business and lead it towards sustained prosperity. My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization.

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CFO Leadership Problem Solving Communication 98

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Risk Management: Identify the potential risks that your company is going to face and develop strategies to mitigate them. Here’s a quick review. Remember that it is a living document.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFO Talks

APRIL 17, 2025

This includes: Operational metrics (efficiency, lead times, defect rates), Commercial data (customer churn, acquisition cost, price elasticity), External indicators (inflation, interest rates, policy changes, ESG reporting trends), And increasingly, qualitative inputs (employee sentiment, reputation risk, innovation culture).

CFO 52

CFO Compliance Finance Currencies 52

The Finance Weekly

OCTOBER 13, 2021

These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of 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

Global Finance

SEPTEMBER 9, 2024

Not that long ago, corporate treasurer—the top slot in every company’s green-eyeshade corps—was about the last position most observers would tag as strategic. While the job has always had a strong risk-management component, the basic task was simple: making sure the company has cash available, when and where it’s needed.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

CFO Share

JULY 16, 2024

For small businesses employing a fractional CFO , understanding the core responsibilities of a CFO can help leverage their expertise effectively. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

CFO Talks

FEBRUARY 2, 2024

In the evolving role of a Chief Financial Officer (CFO), mastering risk management, budgeting, and forecasting tools is crucial. Risk Management: Effective risk management is a multifaceted approach, involving more than just financial analysis.

CFO 52

CFO Risk Management Strategic Planning Forecasting 52

CFO Plans

SEPTEMBER 24, 2024

This proactive approach is vital for strategic planning and long-term success. Optimized Cash Flow Management: Effective Business Cash Flow Management is crucial for small businesses. Enhanced Risk Management: Forecasting enables businesses to identify potential risks and develop strategies to mitigate them.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

Future CFO

JANUARY 7, 2024

By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management. With the proliferation of risks, such as geopolitical tensions and cyber breaches, CFOs and the executive team must practice agility and transparency.

CFO 52

CFO Risk Management Leverage Forecasting 52

PYMNTS

MARCH 30, 2017

Grant Thornton released its 2017 CFO Survey this week to find that most of these executives said strategic planning is their top priority within the enterprise, surpassing other priorities like performance management or even increased cash flow. One of the largest ways it can do so is for risk management.

CFO 51

CFO Strategic Planning Corporate Finance Risk Management 51

Future CFO

JUNE 10, 2024

This includes leveraging technology to transition from physical documentation to electronic formats like e-bills of lading, reducing risk of fraud and loss." With a wealth of digital data available, trade finance becomes ripe for advanced analytics, offering deeper insights for risk management, trend analysis, and strategic planning.

Finance 90

Finance Compliance Communication Strategic Planning 90

CFO Talks

NOVEMBER 11, 2024

Risk Management: Understanding and managing financial risks is a critical aspect of a CFO’s role. Newly qualified accountants should familiarize themselves with risk assessment frameworks and compliance regulations. Leverage Technology: Use technology to streamline tasks and improve efficiency.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Talks

FEBRUARY 9, 2024

Critical challenges for CFOs: CFOs face significant challenges in figuring out how to spend money on cybersecurity and setting up plans to respond to cyber threats early. Balancing the need for cybersecurity measures with budgetary constraints requires careful strategic planning and resource allocation.

CFO 52

CFO Strategic Planning Risk Management Education 52

CFO Network

FEBRUARY 14, 2024

Risk Mitigation Financial risks are inherent in any business. A Fractional CFO plays a crucial role in assessing and mitigating these risks. They implement risk management strategies to protect your company’s assets and ensure sustainability. Cash Flow Optimization Cash flow is the lifeblood of any business.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Risk Management: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Centage

JANUARY 18, 2024

Finance teams often get asked to do more with less, which makes it important that you adopt the right FP&A tools to amplify your capabilities and create more time for strategic planning. Look for platforms that support company-wide planning, allowing different departments to collaborate effectively.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Risk Management Leverage 40

Global Finance

JULY 24, 2024

By leveraging a data-driven operating model integrated into the bank’s management and client-servicing processes, DBS continues to pioneer innovative solutions for clients across its footprint, including Singapore and India—in both of which DBS is also the country winner—as well as Hong Kong, Indonesia, and China.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

Global Finance

JULY 24, 2024

By leveraging a data-driven operating model integrated into the bank’s management and client-servicing processes, DBS continues to pioneer innovative solutions for clients across its footprint, including Singapore and India—in both of which DBS is also the country winner—as well as Hong Kong, Indonesia, and China.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

Future CFO

NOVEMBER 15, 2023

Integration and Automation CFOs should integrate spreadsheets with other financial systems and applications to ensure seamless data flow and reduce the risk of errors during manual data transfers. This might involve implementing automated compliance checks and utilising tools that provide real-time alerts for potential risks.

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

JANUARY 25, 2024

BUSINESS PLANNING AND ANALYSIS Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Risk Management 52

CFO Leadership

JANUARY 5, 2024

Business planning and analysis Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

Global Finance

JUNE 9, 2025

Process optimization, improved customer service, automated risk management, automated fraud detection, and improved regulatory compliance are all areas of focus. Perhaps most important to CTBC, though, is the use of AI in compliance management. Most recently, the center has been investing its resources in Gen AI. million).

Startups 52

Startups Banking Compliance Investments 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

Spreadym

SEPTEMBER 27, 2023

It involves a set of processes, methodologies, metrics, and systems designed to help businesses effectively plan, monitor, and manage their performance to achieve their strategic goals and objectives. Budgeting and Forecasting: CPM involves the creation of budgets and financial forecasts that align with the strategic plan.

SAP 59

SAP Budgeting Forecasting Auditing 59

CFO Talks

OCTOBER 1, 2024

Potential for Growth: Opportunities for South Africa to catch up in terms of leveraging data and technology for economic development. CFOs must understand that properly leveraging intangible assets can create long-term value and competitive advantages for their business. Why is this important for CFOs?

Leverage 52

Leverage Investments Economics Accounting 52

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. Leveraging Data for Insights A data-driven approach is central to identifying areas for improvement.

CFO 52

CFO Communication Finance Budgeting 52

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background.

Leadership 52

Leadership CFO Accounting Finance 52

Barry Ritholtz

MAY 6, 2025

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money.

Profit and Loss 57

Profit and Loss Risk Management Marketing Banking 57

CFO Plans

APRIL 21, 2025

Mastering Startup Cash Flow Strategies Efficient cash flow management is crucial for startup stability. Leveraging technology to automate financial processes can provide real-time insights, aiding better decision-making. Get expert insights on optimizing cash flow.

Startups 52

Startups Risk Management CFO Communication 52

CFO Dive

JUNE 16, 2025

ET How Banks Can Leverage Cloud and AI Solutions to Their Advantage Presented by studioID and SAP 09 JUL Virtual Event | 2 p.m. You can unsubscribe at anytime. ET EDGAR Next: The SEC and Industry Experts Discuss Enrollment and Implementation Presented by studioID and Broadridge 25 JUN Webinar | 10 a.m. Registered in England and Wales.

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CFO SAP Compliance Auditing 237