Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Increasing Communication. Strategic planning relies on good communication.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Spreadym

OCTOBER 3, 2023

FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A) 59

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

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. AI is a tool and not a replacement for finance professionals.

Financial Planning and Analysis (FP&A) 115

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

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers. Marrying Tech With Accountants.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

The Finance Weekly

AUGUST 5, 2023

Your Future in FP&A: Navigating the Varied Career Paths Typically, , Financial Planning and Analysis are integral parts of a comprehensive financial management system, which also includes accounting, revenue and cash flow management , governance, risk, and compliance (GRC), along with other core financial processes.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 20, 2024

Think of a Controller as the head of getting day-to-day money matters right, like making sure every penny is accounted for and reports are spot-on. It’s about making plans for the company’s financial future and finding ways to make the business better. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. Financial Analysis: Financial analysis is a continuous stage that runs throughout the FP&A process.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MARCH 1, 2021

In addition, data visualisation can greatly improve the CFO’s ability to tell stories and communicate important messages about company performance, strategy, and prospects within and outside organisations. FutureCFO: How can data help drive transparency and accountability throughout an organisation?

Finance 52

Finance Communication Financial Analysis CFO 52

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

JUNE 7, 2023

This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. It enables financial analysis to identify cost-saving opportunities, manage expenses, and ensure efficient resource allocation. accounts payable, loans). cash, investments, receivables) and liabilities (e.g.,

Nonprofit 52

Nonprofit Accounts Payable Budgeting Financial Analysis 52

The Finance Weekly

JANUARY 22, 2024

CFOs need strong finance and accounting skills, along with years of experience, to find ways to enhance the organization's financial well-being. The CFO may work with the finance and accounting team to predict the effects of different operational decisions. Resolve accounting and finance problems.

CFO 52

CFO Education Communication Risk Management 52

The Finance Weekly

OCTOBER 13, 2021

CPM involves a greater emphasis on improving communication and business strategies within a company. The responsibilities of controllers today extend to more than just accounting and forecasting; FCs are now expected to engage in business administration and financial planning. New FC Competencies and Their Relation to CPM.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances. But these are table stakes of the profession. An MBA or CPA is also highly desirable.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

AUGUST 18, 2023

In the finance function, basic accounting processes like accounts payable, payroll and purchasing are often allocated under the shared services model. This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We

Finance 52

Finance Communication Accounts Payable Invoicing 52

The Finance Weekly

APRIL 5, 2022

A big part of these changes is increased communication between technology teams and other business departments. However, one department seems to lag behind when it comes to communication procedures: the finance department. For finance teams this is more true than ever, and the recent market volatility has exasperated this issue.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

JANUARY 17, 2023

I was thrilled to chat with Melissa because of our similar crazy career paths…we both started in accounting roles and later became CFOs. Before making the transition from an accounting role to a finance leadership role, it’s important to assess why you want to make this career pivot. Improving Communication Skills. Be observant.

Leadership 40

Leadership Finance Communication CFO 40

CFO Talks

AUGUST 13, 2024

This includes technical skills like accounting and financial analysis and soft skills like communication and problem-solving. Fostering a Collaborative Culture: Encourage Open Communication: Create an environment where team members feel comfortable sharing ideas, asking questions, and providing feedback.

Finance 52

Finance CFO Problem Solving Communication 52

Spreadym

JULY 10, 2023

The financial close process, also known as the accounting close process or month-end close, is a series of steps undertaken by an organization to finalize its financial records for a specific accounting period. These entries correct errors, allocate costs, or reclassify transactions to the appropriate accounts.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

CFO Simplified

JANUARY 9, 2022

Financial Review. Banks do not know how your specific business has been affected, therefore communication is key. Examine your open Accounts Receivable. Contact each of your open accounts. Assure that they’re as strong financially as they were when you first started working with them. . Meet with your bank.

Cash Flow Forecasting 52

Cash Flow Forecasting Strategic Planning CFO Budgeting 52

Collectiv

NOVEMBER 16, 2021

The most valuable indicators of the financial health and position of an organization are the metrics that are tracked in financial statements—Balance Sheets, Profit and Loss Statements, Cash Flow Statements, Account Receivables, and more. Your financial reporting should highlight those anomalies for them. Line Chart.

Financial Reporting 75

Financial Reporting Profit and Loss Budgeting Analyzing Data 75

Future CFO

OCTOBER 20, 2021

This made me decide to pursue my education in accounting. After graduation, I started my career in finance at Arthur Anderson as an auditor and became a Certified Public Accountant (CPA). Then I spent three years with Chevron as a regional finance and accounting implementer. I started to like numbers and did very well in Math.

CFO 52

CFO Leadership Finance Problem Solving 52

Future CFO

JULY 18, 2021

Kim Yeoh , CFO for Sun Life Asia, explained that the role of the CFO is no longer just about accounting. Building effective teams and networks that support each other, understand the need to the balance and communicate effectively when things change. Unique to insurance.

Marketing 52

Marketing CFO Finance Leadership 52

Future CFO

DECEMBER 7, 2020

Sereen Teoh (ST): I was born and raised in a small fishing village in Penang, Malaysia where I’ve dreamed of becoming an accountant since I was small. Or is it an issue in the finance and accounting profession in general in Malaysia? It’s equally critical to communicate this proactively with the board and investors as well.

CFO 52

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

The Finance Weekly

JULY 31, 2023

Artificial Intelligence (AI) is gradually revolutionizing various industries, including the field of accounting and finance. They highlighted how AI technology is transforming the way finance and accounting teams work with data and make decisions. Nicholas Boucher, a Finance Leader and Educator also participated in the webinar.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This involves regular communication, mutual respect for expertise, and an open-door policy for discussing challenges and opportunities.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

JANUARY 31, 2022

Therefore, if you have all the necessary skills and talent, but you don’t have a strong personal brand within your organization, your management and colleagues will not perceive you as a value creator and treat you as a more analytical person limited to financial analysis and reporting.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

AUGUST 8, 2023

Essential steps to build an efficient operating budget Building a solid operating budget requires a systematic approach that takes into account various aspects of your organization's financial activities. Build in Contingency: Include a contingency fund to account for unexpected expenses or changes in the business environment.

Budgeting 52

Budgeting Prioritization Profit and Loss Construction 52

Spreadym

JULY 21, 2023

This enables better risk assessment, personalized marketing, and improved decision-making for investment strategies Cloud Computing : Moving financial operations and data storage to the cloud, allowing for scalability, cost-effectiveness, and enhanced collaboration. Use data and financial analysis to support the case.

Finance 52

Finance Prioritization Compliance Leverage 52

Future CFO

FEBRUARY 10, 2025

Utilise Both Quantitative and Qualitative Measurements Employ Standard Financial Metrics: Organisations can use traditional metrics like Internal Rate of Return (IRR), payback periods, and cost savings to quantify the financial returns of environmental projects, such as energy efficiency improvements or waste reduction initiatives.

Investments 52

Investments Education Accounting Standards Communication 52

CFO News Room

JANUARY 18, 2023

They carry out risk assessments, perform financial analyses, and generate reports for sales and management teams. To be successful in the role, you must possess strong analytical and communication skills. A broker needs to be able to assess the financial markets and make sound recommendations for their clients.

Leadership 130

Leadership Education Communication Sales 130

Future CFO

JULY 15, 2020

So, while the rise of automation and low-cost outsourcing is threatening accounting professionals and their livelihoods—as Srinivasan Venkita Padmanabhan , president and global head of finance at international food and agri-business operator Olam Group pointed out—FP&A professionals are high in demand.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Education Finance Manufacturing 52

CFO Share

APRIL 1, 2024

On the surface, an outsourced CFO manages all financial affairs and collaborates with you on business strategy. Outsourced CFO duties include: Financial analysis and strategic planning. Publishing monthly financial packages. Analytic skills to drill through your financials and discover insights.

CFO 52

CFO Profit and Loss Forecasting Financial Analysis 52

Barry Ritholtz

DECEMBER 28, 2022

And everybody has access to the Internet and it’s instantaneous communication worldwide. I’ve enjoyed the privilege — Zoom has made a wonderful difference to my life and I’m sure to most other people, the freedom to be able to do repeat messages and communication in a serious way through Zoom. You may go.

Profit and Loss 75

Profit and Loss Investments Marketing Sales 75

CFO Talks

NOVEMBER 1, 2024

I also prioritize clear communication and collaboration, seeking input from colleagues or experts when needed. A key strategy that has helped me succeed is maintaining adaptability—being open to change and learning from setbacks. Key areas include: 1.

Prioritization 98

Prioritization CFO Leadership Communication 98