The Finance Weekly

FEBRUARY 26, 2025

With its automated workflows, anomaly detection, and in-depth financial modeling tools, the platform aims to help organizations drive smarter financial decision-making while minimizing manual work. Data Consolidation Aggregates data from multiple sources for holistic financial reporting.

Financial Planning and Analysis (FP&A) 52

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

The CFO College

AUGUST 31, 2021

If company owners don’t have a realistic view of their financials and are not set up for capital raising, reports, and tax prep, their dream may fade away before they ever get a chance to open their doors. As an accountant or bookkeeper, you can help prevent startups from going under or losing profitability.

Startups 81

Startups Accounting General Ledger Forecasting 81

E78 Partners

NOVEMBER 12, 2024

By proactively managing your “prepared by client” (PBC) list, you can structure documentation to align with audit testing phases – as mentioned in our previous post , preparing for a financial audit. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59

Future CFO

AUGUST 16, 2020

A good financial analyst follows certain procedures and discipline This article will explain major errors made with financial modelling and how to avoid them. Register now for a free account! Accessing FutureCFO Premium Content. To access Premium content and more, please login below. Not a Premium member yet? Remember Me.

Financial Modeling 52

Financial Modeling Accounting Finance Financial Analyst 52

Future CFO

AUGUST 18, 2020

Building a financial model with Excel is a complex task. Register now for a free account! With so many considerations to make, you will likely make certain errors. Follow these simple rules to avoid errors. Accessing FutureCFO Premium Content. To access Premium content and more, please login below. Not a Premium member yet?

Financial Modeling 52

Financial Modeling Accounting Finance 52

https://trustedcfosolutions.com/feed/

OCTOBER 1, 2022

Proper accounting is one such example. While every business needs a bookkeeper to manage payments, billing, and cash flow, entrepreneurs should consider outsourcing their accounting needs. Why Outsource Accounting? Hiring an in-house accounting professional, such as a CPA, might make sense for certain businesses.

Accounting 57

Accounting CFO Financial Modeling Cost Management 57

CFO Simplified

DECEMBER 12, 2021

The terms “finance” and “accounting” are often used interchangeably. There are, however, very real differences between finance and accounting. While many business owners look for a CFO to bolster their existing accounting team, here at CFO Simplified, we consider that a CFO would be categorized squarely in the finance category.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

CFO Plans

NOVEMBER 4, 2024

Technology and automation are revolutionizing Strategic Financial Planning , offering advanced tools for data analysis and decision-making. From AI-driven financial modeling to cloud-based accounting platforms, these innovations provide businesses with real-time insights and enhanced operational efficiency.

CFO 52

CFO Cost Management Leverage Planning 52

The Finance Weekly

NOVEMBER 4, 2024

Financial models might sound intimidating, but let’s break them down in a way that makes sense. Understanding how to calculate CapEx is essential for anyone looking to build reliable financial models, whether you're a seasoned CFO or just starting out in finance. What Is CapEx?

Budgeting 52

Budgeting Financial Modeling Manufacturing Prioritization 52

CFO Talks

JANUARY 14, 2025

The ICFOA provides a platform for CFOs to collaborate, exchange ideas, and develop strategies that integrate financial expertise with sustainability goals. As a founding member of the ICFOA, the Chartered Institute for Business Accountants (CIBA) represents South African finance professionals on this international stage.

CFO 52

CFO Finance Economics Financial Modeling 52

CFO Leadership

APRIL 5, 2023

For transitioning veterans, a foundational understanding of Finance and Accounting is a gap that must be closed. Chamberlain helps veterans address this crucial technical skill through financial modeling certifications. Most veterans’ Excel knowledge is limited to pivot tables and V-lookups.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

Future CFO

JUNE 24, 2024

Yes, in the sense that there are a lot of analyses that can now be handled by Gen AI and No, because it transforms accountants from number crunchers to strategic advisors. Financial analysts, business strategists and leaders can now easily extract valuable insights for decision-making.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

CFO Talks

NOVEMBER 29, 2024

Accountability is another key component. The AFE lays out clear lines of responsibility, documenting who approved what and ensuring departments are held accountable for financial decisions. The AFE is also integral to project cost control, ensuring costs are coded correctly and tracked daily.

Finance 98

Finance Profit and Loss CFO Leadership 98

The Charity CFO

APRIL 15, 2022

During the “Great Recession,” nonprofits have lost their accountants and financial directors at record rates. At the same time, hundreds of nonprofits are waking up to realize that the financial structure they’ve always relied on doesn’t work as well any more. So why do accountants leave nonprofit organizations?

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

CFO Thought Leader

OCTOBER 15, 2024

” Only a year or two earlier, Pineda had been among the young urban professionals populating the bustling Philippine offices of accounting house KPMG. Pineda: Our mission is to deliver to our worldwide clients world-class professional finance and accounting services. We have multiple offices in the U.S.

Leadership 98

Leadership CFO Auditing Compliance 98

Centage

OCTOBER 3, 2022

However, there can be some disadvantages to using Excel for your company’s financial forecasting. These can become apparent as your business grows and your accounting needs get more involved. You need to account for these possible outcomes in advance to ensure your business plans appropriately.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

CFO Talks

NOVEMBER 11, 2024

Also honored with Standard Bank Eswatini’s BLUE SHEroes Award and recognized by the Eswatini Institute of Accountants. Then I was introduced to accounts in high school, and I just loved the challenge of balancing the balance sheet and cash flows. That just blew me away, it will forever be a pivotal moment in my life.

CFO 52

CFO Leadership Problem Solving Communication 52

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

Fpanda Club

APRIL 11, 2021

Whether in a startup or in a well-known corporation, it is hard for FP&A practitioners to avoid building financial models of these 3 basic financial statements. In this case financial models and scenarios can be simplified based on the trade-off between details/level of accuracy and speed. HOW TO DEAL WITH.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Financial Modeling 130

Bramasol

APRIL 15, 2024

Scenario Two - Dynamic Financial Planning and Modeling With the above described infrastructure enabling broad enterprise-wide access to shared data, AI and Gen-AI can combine to provide advanced planning and modeling capabilities. to drive financial models.

SAP 81

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 81

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 59

Budgeting Planning Financial Modeling Forecasting 59

VCFO

MAY 30, 2022

Jose is a senior finance professional with more than 30 years of experience in financial management roles in manufacturing and international energy ventures. For several years, Jose was Director to the Board of the Venezuelan American Association of Texas (VAAT), a 501(c)(3) organization promoting the Venezuelan culture in Texas.

CFO 52

CFO Auditing Financial Modeling Leadership 52

CFO News Room

DECEMBER 22, 2022

If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

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

The Finance Weekly

SEPTEMBER 10, 2023

The data in a company's financial statements is crucial for corporate accounting. It's examined by management, investors, and lenders to understand the company's , finances and calculate important financial ratios. These ratios reveal how well the company is doing financially and any problems that might need fixing.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

Fpanda Club

APRIL 18, 2022

In this context your product should stand out to attract the customer’s attention: financial models should be user-friendly and easy to understand, reports - present information in a concise manner with a strong emphasis on valuable insights. Hear: This quadrant focuses on what a user hears and how it is influencing them.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Centage

SEPTEMBER 11, 2023

Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis. Improving Accountability Fostering accountability within your organization is another big advantage budget vs actuals analysis gives you.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Centage

SEPTEMBER 14, 2021

When it comes to business budgeting and planning, traditional spreadsheets are labor-intensive, prone to errors, and static, so it can be difficult to get a clear view on your current and future financial position. With the fast pace of business change, CFOs need accurate financial information to make informed decisions on the fly.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

CFO News Room

FEBRUARY 5, 2022

When investments have cash flows that move up and down at various times in the year, the above models return inaccurate numbers, and the XIRR function within excel allows the internal rate of return to account for the date ranges selected and return a more accurate result.

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Corporate Finance 130

The Finance Weekly

OCTOBER 8, 2023

Today, small businesses can use software to enter their income and expenses, , set financial goals , and monitor their progress instantly. Some software can even integrate with accounting systems to further streamline financial management. You can create models using variables and plain-English formulas, saving time and effort.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

MAY 8, 2024

Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to handle pressure and complexity—a foundational skill for any leader. CFOTL: Tell us about Dwolla … what does this company do, and what are its offerings today?

CFO 52

CFO Financial Modeling Forecasting Numbers 52

Spreadym

MAY 26, 2023

Expense tracking: The budgeting software allows users to track and categorize corporate expenses, either by manually entering transaction details or by integrating with other sales software and bank accounts to automatically import transaction data. It provides a comprehensive suite of tools for financial planning and analysis.

Budgeting 52

Budgeting Forecasting Financial Modeling SAP 52

Musings on Markets

AUGUST 28, 2024

Using valuation to illustrate my point, accounting and legal valuations are mostly rule-based, with the rules sometimes coming from theory and practice, and sometimes from rule writers drawing arbitrary lines in the sand. I went on to make the case that good valuations are bridges between stories and numbers, and wrote a book on the topic.

Valuation 137

Valuation Construction Investments Numbers 137

The Finance Weekly

JULY 19, 2022

FP&A teams are responsible for a variety of activities, including periodic financial close and consolidations, strategic and annual planning, monthly forecasting, cash flow forecasting, financial reporting, financial modeling, and what-if scenario planning and analysis. Strategic financial planning.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Forecasting Budgeting Planning 96

Jedox Finance

SEPTEMBER 10, 2020

This allows CFOs to stay laser-focused on triggers and initiatives that account for most of their business value. For dynamic forecasting to work effectively, CFOs need a scenario and modeling platform that supports real-time data updates. It combines financial data, customer, and sales data with operational data at scale.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

E78 Partners

SEPTEMBER 14, 2023

Whether you view it as a validation of your strategies or an avenue for enhancement, it’s the key to unlocking unparalleled organizational alignment, accountability, and performance momentum. The BP&B Health Check isn’t just an evaluation tool; it’s the compass for leaders to chart the next course.

Financial Planning and Analysis (FP&A) 52

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