E78 Partners

SEPTEMBER 9, 2024

It’s about creating a financial roadmap that not only meets immediate operational needs but also aligns with the long-term vision for growth and profitability. Key Components of an Effective Budget Planning Process An effective budget planning process requires comprehensive planning, detailed financial modeling, and continuous monitoring.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

Musings on Markets

DECEMBER 21, 2022

Have fun : If you look at the joy that young children show when they learn something new, it is obvious that human beings enjoy learning (though our education systems are often designed to stamp out that joy). I want my classes to be meaningful, impactful and profound, but I also want them to be fun.

Valuation 99

Valuation Corporate Finance Finance Financial Analysis 99

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

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. As a result, every company sought financial clarity.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Future CFO

JUNE 13, 2022

I graduated from the National University of Singapore with a Bachelor in Accountancy degree and pursued an ACCA qualification while working for the Public Utilities Board. I was fortunate to get a flavour of the accounts payables, costing and budgeting functions. Grace Lim, CFO, KK Women's & Children's Hospital.

Healthcare 52

Healthcare CFO Leadership Finance 52

Boston Startup CFO

JULY 10, 2016

It is not just about building a fully integrated financial model and making a financial decision based on whether or not the output cell is green or red. However, CallFire has reached a level of scale where not only did functions such as FP&A, accounting, treasury, etc.

Startups 52

Startups CFO Communication Financial Modeling 52

Future CFO

SEPTEMBER 17, 2023

The second aspect is business partnering, where you need to ensure that the financial model is planned to set the business up for success when there could be dependencies and constraints that limit what you can financially support the business. The business models are also going through digital transformation.

Financial Planning and Analysis (FP&A) 52

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

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.

CFO 52

CFO Leadership Finance Problem Solving 52

The Finance Weekly

JULY 31, 2023

Artificial Intelligence (AI) is gradually revolutionizing various industries, including the field of accounting and finance. With the emergence of , AI tools and Large Language Models (LLMs) like ChatGPT, Google Bard, and BERT, professionals in these fields can benefit from enhanced capabilities and streamlined processes.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? It shifts their focus away from forward-facing analysis and flagging issues ahead of time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? It shifts their focus away from forward-facing analysis and flagging issues ahead of time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

BlueLight

JUNE 5, 2020

It allows the board members to get a feel for who the executive team is and these executives will feel more accountable. Founder of multiple companies, including two energy technology ventures and an education services business. These could be VP of sales, product, engineering, commercial, etc.

Startups 52

Startups Technology Investments Finance 52

CFO Talks

MARCH 14, 2024

The CFO can lead initiatives to implement systems that provide a unified view of the organization’s performance, making it easier for all departments to align their actions with the company’s financial and strategic objectives. Building Flexible Financial Models: The ability to quickly adapt to changes is a competitive advantage.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO News Room

NOVEMBER 1, 2022

And a little bit of accountability, making sure that people are doing their implementation because they’re the ones responsible for it. I can’t open accounts for them. So, we don’t need to write a novel, we just need to say, “Go do this in this account. I can’t do trades for them. Go rebalance this.

Planning 130

Planning Investments Accounting Numbers 130

Barry Ritholtz

APRIL 4, 2023

KENCEL: — or somebody who’s a teacher, and so I’m passionate about education. In our case, they’re held by separately managed accounts, commingled funds, publicly registered vehicles, et cetera. RITHOLTZ: So this raises a really interesting question. They’re not held by one fund. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59