The Finance Weekly

MAY 5, 2024

As companies shift from static sales plans to more dynamic sales planning, leaders see it as a more advanced and adaptable approach that can be tailored to meet the organization's evolving needs. Benefits of Sales Planning Sales planning offers a bunch of perks for businesses. What is Revenue Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO Simplified

JUNE 13, 2022

Strategic planning, Human Resources, Product Development, Sales, Marketing, Customer Service, Accounting and Finance, IT – and that’s not all. . You can concentrate on product development, marketing, finance or sales. I own a business, and I’m stuck doing things to grow and develop my business.” And that’s your key. . .

Concentration 52

Concentration Strategic Planning Education CFO 52

VCFO

NOVEMBER 7, 2023

It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers. Seasonality in revenue can be challenging if not accounted for and explained properly in the report. A QoE goes well beyond the scope of an audit.

Valuation 83

Valuation Auditing Concentration CFO 83

CFO Talks

OCTOBER 31, 2024

Can you share some career highlights and defining moments? I began my career at KPMG and became a Chartered Accountant, then moved on to Kingsley Heath, where the COO said to me, “Come work for me, and I’ll teach you how to run a business.” He was not disappointed! Another crucial aspect is building strong communication skills.

CFO 97

CFO Leadership Communication Problem Solving 97

Boston Startup CFO

OCTOBER 29, 2012

CFO: If your company has closed a seed round of funding or is earning more than $250K per year, you need a CFO to handle your financial strategy and run your accounting team. You can also hire a consulting group to provide accounting support on a project basis. Specifically, you can outsource the following 3 functions: 1.

Startups 52

Startups Mergers and Acquisitions (M&A) GAAP Accounting Principles 52

VCFO

NOVEMBER 4, 2022

What’s critical to understand today is that the intensity of the environmental factors we now face is going to be matched by a similarly intense and concentrated period of businesses changing positions along this continuum – some for the better, and some for the worse. With cash, the time to liquidity is instant.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

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

VCFO

MARCH 30, 2023

If a company’s offerings are so niched or concentrated, what happens if demand shifts suddenly or consistently over time for that offering or set of offerings? One should also be proactive about how to explain or account for anomalies that without context may be cause for concern.

Valuation 86

Valuation SAP Concentration Benchmarking 86

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. Accounts Receivable Turnover Ratio Your accounts receivable turnover ratio indicates how efficiently you collect cash from credit sales. For long-term success, concentrate on KPIs that guide your overall strategy.

Budgeting 52

Budgeting General Ledger Concentration Sales 52

CFO News Room

NOVEMBER 29, 2022

And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. So, his role in what I wanted to bring him on was somebody to have a component of strategic planning involved.

Leverage 130

Leverage Planning Concentration Tax Planning 130

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. It’s, it’s double concentrated risk. And so I’m gonna own this in a 401k, it’ll be a mutual funds in a taxable account. 00:18:19 [Speaker Changed] Right? It goes so far.

Concentration 69

Concentration Valuation Marketing Investments 69

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. And as I said, he’s a qualified CA.

Leadership 52

Leadership CFO Accounting Finance 52