VCFO

MARCH 9, 2023

would require strong legal, finance, HR, and other expertise to connect the organization’s two worlds and establish its foundational structures. Having these and related areas well attended to by vcfo and their other partners instilled credibility and demonstrated serious thought that extended beyond product and technology concerns.

Startups 60

Startups Leadership CFO Leverage 60

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. A CFO’s day is a finite resource, making it critical to distinguish between urgent, important, and non-essential tasks. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. Grace Lim (pictured), CFO at KK Women's & Children's Hospital (KKH) in Singapore shared with FutureCFO audiences how female finance executives could become CFOs. This article is part of FutureCFO's Female Leadership in Finance Series.

Healthcare 52

Healthcare CFO Leadership Finance 52

The Charity CFO

DECEMBER 14, 2022

The internal structure or hierarchy of the organization must be organized and efficient to ensure that there are adequate resources and personnel in place to achieve its goals and mission. It provides an effective way to organize, plan, and manage resources within the nonprofit structure. Let’s find out.

Nonprofit 52

Nonprofit CFO Communication Microsoft Office 52

Future CFO

MARCH 7, 2021

How should organisations empower female finance execs when gender imbalance remains a reality in the function's senior management? While 52% of finance employees are women, they make up only 40% of senior roles in the function, according to a Gartner survey of more than 25,000 global employees. More female role models.

Finance 52

Finance SAP Leadership CFO 52

Future CFO

DECEMBER 7, 2020

Editor’s note: For our Female Leadership in Finance Series, FutureCFO editor Teresa Leung recently had a chat with Sereen Teoh (pictured below), CFO at BIG Loyalty. FutureCFO: Can you share with me your finance career journey? When did you start to become interested in finance? Sereen Teoh, CFO, BIG Loyalty.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

Planful

JANUARY 11, 2022

To get you started, here are 5 ways you can use AI to transform finance and 5 ways AI can speed your move away from yesterday’s technology for a total of 10 tips you can put to work today. If AI or AI in Finance is a new concept for you, here are some other important terms to know: Artificial intelligence (AI): . Essential Terms.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

CFO News Room

NOVEMBER 14, 2022

Prior to founding Journey, Penny ran a consulting and coaching firm called Thrivos Consulting, and prior to that worked in various leadership positions across the financial services industry. She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis. And they were successful at it.

Practice Management 130

Practice Management Planning Leadership Communication 130

The Charity CFO

AUGUST 15, 2023

A good culture is the only solution to this challenge. Fund Accounting Fund accounting is primarily used by non-profit organizations, government entities, and some financial institutions to track and manage financial resources that are segregated into separate funds or accounts. Accountants play a crucial role in any organization.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

Future CFO

JUNE 10, 2020

A chief finance officer is a multi-faceted role. To answer this, FutureCFO spoke to Philip Lam , chief finance officer, The Great Room, for his take on the CFO within the context of a start-up. Lam is a new addition to The Great Room’s leadership team. What does “finance” mean at The Great Room?

CFO 52

CFO Finance Forecasting Leadership 52

Barry Ritholtz

NOVEMBER 22, 2022

He really began as a traditional engineer/finance person working at IBM as a network engineer before he got his MBA at Duke. Why is finance so bad at this? SHAW: Barry, I think that it’s a complex question that requires actually a complex solution and a multifaceted solution. His name is Marcus Shaw. SHAW: Yeah.

Investments 57

Investments Finance Education Numbers 57

Boston Startup CFO

JULY 10, 2016

To hold their own amongst established competitors, startups need strong leadership teams and effective business strategy. The most pressing task on my plate is helping to guide our decisions about which opportunities to attack and how to deploy our capital and resources to maximize our probability of success.

CFO 52

CFO Startups Communication Financial Modeling 52

CFO Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Tech-first travel solutions will make their way to VIP travel.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

CFO Thought Leader

APRIL 8, 2024

Back in September of 2021, Jeremy Johnson, Senior Vice President of Finance at Ceridian (now Dayforce), decided it was time to test his mettle—a decision that led him far from where he began, only to return with a leadership perspective somewhat different from what he expected.

Leadership 52

Leadership CFO Finance Compliance 52

Barry Ritholtz

NOVEMBER 14, 2023

 The transcript from this week’s, MiB: Linda Gibson, CEO, PGIM Quantitative Solutions , is below. 00:00:06 [Barry Ritholtz] This week on the podcast, I have yet another extra special guest, Linda Gibson, CEO of PG imm Quantitative Solutions. . ~~~ This is Masters in business with Barry Ri Holtz on Bloomberg Radio. What happened?

Math 52

Math Leadership Investments Entertainment 52

CFO Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Tech-first travel solutions will make their way to VIP travel.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

CFO Thought Leader

APRIL 15, 2024

Semperis’s CFO insists on a robust framework within which sales efforts align precisely with company goals and resources are invested in segments that drive the most value. We are a cybersecurity software firm that provides solutions to help to secure your identity infrastructure.

CFO 52

CFO Investments Concentration Restructuring 52

Centage

DECEMBER 21, 2022

Financial plans are thoughtful documents – the result of setting goals and establishing a course of action to achieve them. Done well, scenario planning allows you to adapt quickly to market changes, as well as present the leadership team with enough insight for them to make the strategic business decisions that will keep the company afloat.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 98

CFO Thought Leader

APRIL 17, 2023

We there I think an important job of any CFO is to understand the complexity, and then simplify it to to a framework that will drive the organization forward, enable prioritization and resource allocation and motivate people along with others.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

Barry Ritholtz

MAY 9, 2023

I thought this was an absolutely fascinating way to see the world of investment management. I didn’t really know much about the world of finance. So how do you then go from tax and audit practice to finance and investing? Quote, “The world of finance isn’t as complicated as newcomers expect.

Investments 116

Investments Banking Advertising Finance 116

The Finance Weekly

MARCH 22, 2022

A powerful trend in corporate finance in recent years has been a more dynamic approach to FP&A referred to as “Intelligent FP&A” (IFP&A). However, fully grasping the concept of IFP&A is no easy task given the typical poor approach finance leaders have in teaching and defining it to their subordinates.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Corporate Finance Analyzing Data 52

Barry Ritholtz

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. What’s the finance industry like in Spain? One is our leadership in thematic investing. billion deal. Why covered calls?

Investments 61

Investments Marketing Numbers Risk Management 61

CFO News Room

NOVEMBER 29, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Check out our FAS resource page ! Michael: So, just, whatever it is, kolbe.com and dove into their package solution, “Oh, you’re hiring. ” Anh: Right, exactly.

Leverage 130

Leverage Planning Concentration Tax Planning 130