The Finance Weekly

DECEMBER 1, 2024

This creates an audit trail and ensures transparency. Leverage Automation - Invest in software that can handle the heavy lifting for you. Step 4 - Investigate and Adjust Once you’ve identified a discrepancy, dig deeper to understand the cause. Make any necessary adjustments to your records. They might catch something you missed!

Reconciliations

CFO Talks

MARCH 13, 2025

Whether you’re a finance professional, business owner, or decision-maker, understanding how to leverage FIS can mean the difference between reactive problem-solving and proactive success. These systems automatically flag discrepancies, reducing the chance of financial penalties and improving audit readiness.

Financial Reporting

E78 Partners

DECEMBER 5, 2024

Proven Process for Financial Success Technology Expense Management teams that are collaborative and account for overall IT strategy deliver measurable results through three structured phases: Inventory Validation & Historical Audit: Accurate inventory management, carrier dispute resolution, and establishing a utilization baseline.

Budgeting

CFO Talks

JUNE 3, 2025

The United Kingdoms National Audit Office has advised public entities to adopt rolling forecasts and scenario-based planning, particularly in uncertain environments. Within five months, he corrected over 3,000 journal entries, implemented structural changes, and achieved a clean audit. At SAQA, the same pattern is emerging.

Leadership

CFO Thought Leader

DECEMBER 10, 2024

Precision involves rigorous financial processesclean audits, timely closes, and granular understanding of key metrics. So, how can we give these teams more leverage? That experience taught Johnson how to deconstruct challenges into measurable components that teams could understand and act upon.

CFO

CFO Talks

NOVEMBER 21, 2024

My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization. Looking ahead, I am excited about the opportunity to manage a business and lead it towards sustained prosperity.

CFO

E78 Partners

DECEMBER 20, 2024

Track and Analyze Cloud Usage Leverage advanced cloud resource management tools to monitor usage patterns, detect inefficiencies, and identify underutilized resources. Perform Regular Audits: Schedule periodic evaluations of your cloud infrastructure to identify inefficiencies and opportunities for improvement.

Cost Management

Future CFO

JUNE 29, 2025

On the other hand: "high skill-based, regulatory-dependent and very localised processes like audit/client facing, bank-relationships, Finance Planning & Analysis that are very closely tied with location business leaders should stay local," she continues. Yong acknowledges that governance is a critical dimension. "In

Finance

Future CFO

JUNE 19, 2025

Oleg Kozlov , head of internal audit at Modern Mills Company , discusses how CFOs traverse multi-jurisdictional finance challenges in 2025. Oleg Kozlov, head of internal audit, Modern Mills Company Addressing talent woes In dealing with talent woes, Kozlov recommends bringing a temporary support from an experienced global finance team. "I

Finance

E78 Partners

NOVEMBER 15, 2024

The following strategies can help organizations optimize their operations and achieve better outcomes: Conduct Regular Process Audits: Assess current workflows and processes to identify inefficiencies and areas for improvement. Our expertise extends to M&A integration , which is commonly referred to as post-merger integration or PMI.

Investments

Global Finance

DECEMBER 6, 2024

This includes regular security audits, investing in advanced technologies, and educating themselves and their teams about best practices. By leveraging data and analytics, we can offer more personalized and effective solutions, ensuring that we remain at the forefront of the industry. GF: How do you communicate that to clients?

Banking

CFO Strategic Partners

MARCH 28, 2025

Instead of being organized as separate entities, Acclarity will operate as one organization, effectively leveraging the expertise of its entire team across the nation. Tracey Holecek is a dynamic CPA with business, accounting, auditing, and finance expertise. Latest insights Leadership 05.29.25

Auditing

Future CFO

JANUARY 5, 2025

My background as an external auditor granted me exposure to these individuals, but as a recruitment consultant, I leverage this access to identify and align the right talent with my clients' business objectivesthis is particularly important in finance, which is increasingly vital to business dynamics.

Leadership

CFO Talks

NOVEMBER 11, 2024

Leverage Technology: Use technology to streamline tasks and improve efficiency. It serves as a foundation for all my subsequent achievements, including the launch of my personal financial wellness program and my promotions within the audit field. This can improve both personal and professional interactions.

CFO

CFO Talks

APRIL 16, 2025

So, what does good governance really mean, and how can you leverage it not just for compliance, but for control, credibility, and competitive edge? Beyond the Boardroom: What Governance Really Looks Like Good governance doesnt start and end with your annual board calendar or the independence of your audit committee.

Auditing

CFO Thought Leader

DECEMBER 16, 2024

Egorov began his career in audit at PwC Moscow, building an understanding of financial fundamentals before transitioning into more high-stakes investment banking. Were (going) to leverage our technologies across a range of applications, helping transform the entire clean aviation ecosystem.

CFO

E78 Partners

MAY 7, 2025

Operating Partners begin by auditing contracts, analyzing spend, and benchmarking supplier performance. Leveraging cross-portfolio buying power, Operating Partners secure better rates, tighter service level agreements, and improved terms. Every dollar saved in this function drops directly to the bottom lineand compounds over time.

Vendor Management

Bramasol

JANUARY 15, 2025

The Spread of Agentic AI Over the past two years, the rise of Generative AI applications, started by Open AI's ChatGPT and quickly followed by big players such as Google, Meta, Apple and more, have radically changed the world of business and personal usage cases for leveraging artificial intelligence.

SAP

Future CFO

APRIL 28, 2025

Leveraging technology to streamline collections Technology adoption is a central theme in modernising DSO. One best practice is to leverage a comprehensive CRM system to gain a 360-degree view of customer interactions."

Sales

CFO Talks

JUNE 20, 2025

A Certified Financial Officer (SA) and IT network engineering graduate, Rajesh leverages his diverse background to champion data-driven decision-making and agile leadership in the finance space. Managing full audit functions, raising capital, implementing new accounting systems, and reporting to lenders and boards at several organisations.

Mergers and Acquisitions (M&A)

Future CFO

FEBRUARY 27, 2025

The changing landscape of finance leadership Saravanan Raman, Chief Financial Officer, AsiaAsia Traditionally, aspiring finance leaders often followed a well-trodden path: starting with one of the Big Four audit firms, acquiring technical skills, and gradually transitioning to commercial roles.

Communication

CFO Thought Leader

OCTOBER 29, 2024

During financial audits, Yooz makes it easy to retrieve invoices and provide documentation to auditors. The system creates a clear record of each invoice’s journey—submission, coding, and approval—ensuring smoother audits with fewer errors. We also reduce human error by leveraging machine learning.

Mergers and Acquisitions (M&A)

CSC Advisors

APRIL 24, 2025

Seeking Expert Guidance and Leverage Modern Financing Options Great business owners know when to ask for help. Advisors can help us spot blind spots and audit processes and show us the best financing solutions for our needs. Clean books are a green flag for lenders, proving were attentive and in control.

Compliance

The Charity CFO

MARCH 13, 2025

This ensures accountability and makes audits or donor inquiries easier to manage. Pro Tip: Leverage expense approval tools to ensure all vendor invoices and credit card transactions are reviewed and approved at the appropriate levels. It allows for individual spending cards, built-in approvals, and easy receipt tracking.

Nonprofit

CFO Dive

JUNE 23, 2025

“They are focusing on driving growth and efficiency to help their companies move faster, benefiting both top line revenue and operational performance,” says Tarek Ebeid, KPMG Private Leader and Partner in Charge – Audit Practice at KPMG US. Most Popular Intel alum to get $1.9M

CFO

E78 Partners

APRIL 23, 2025

In 2025, private equity (PE) firms and PE-backed companies are leveraging artificial intelligence (AI) to drive value creation amid economic complexity and technological disruption. Data Governance : Implement policies for access controls, data privacy, and audit trails, ensuring compliance and transparency for finance teams and investors.

Auditing

E78 Partners

MAY 14, 2025

Effective strategies such as comprehensive spend audits, vendor consolidation, and leveraging predictive analytics for vendor negotiations can achieve 20% or more cost reductions, directly enhancing capital efficiency. Technology Operations: Modernizing for Scale Many portfolio companies face scaling challenges due to legacy systems.

Mergers and Acquisitions (M&A)

E78 Partners

FEBRUARY 10, 2025

By adopting best practices and leveraging E78’s solutions, businesses can achieve immediate savings while maintaining the efficiency and flexibility needed for long-term success. Negotiate Contracts: Leverage your business size and loyalty to negotiate better terms and volume discounts.

Compliance

E78 Partners

NOVEMBER 11, 2024

Specialized Financial Projects: For short-term, project-based needs like implementing new financial systems, managing audits, or optimizing financial strategies. By leveraging these services, organizations can navigate complex financial landscapes effectively and position themselves for long-term success.

Leadership

CFO Thought Leader

APRIL 9, 2025

Tony Jarjoura, now CFO of Gigamon, found himself surrounded by audit committee members as a dense, highly technical tax strategy unraveled before them. CFOTL: From your early assessment, what challenges and opportunities do you see in Gigamons financial structureand how do you plan to address or leverage them?

CFO

CFO Thought Leader

APRIL 20, 2025

Eight years of audits sharpened his technical vision, yet the move that truly stretched him arrived when GECapitalGenworths predecessoroffered a divisionalcontroller seat with global scope. The deal slashed leverage and revealed hidden asset value. Read More The first bold play of his career came soon after graduation.

CFO

E78 Partners

APRIL 16, 2025

Audit Supply Chain Risk Start with a portfolio-wide assessment of exposure to tariff volatility and geopolitical risk. Optionality is how you turn uncertainty into leverage. Flexibility is an asset class. Heres how: 1. Segment suppliers by geography, dependency, and cost structure. Geopolitics is now a direct input to your P&L.

Auditing

CFO Talks

MAY 20, 2025

He challenged CFOs to treat their business as the crown jewel it is, calling out the flawed reliance on annual audits as a substitute for true health checks. It allows tapping into new markets and customer segments, creating new income streams, enhancing brand reputation and market share, and leveraging technological advancements.

Restructuring

CFO Strategic Partners

APRIL 14, 2025

The key is to right-size your borrowing to give you the financial leverage you need without overextending. 12 Steps to Ensure Your Company Is Audit Ready 12 Steps to Ensure Your Company Is Audit Ready Learn More Leadership 04.14.25 Latest insights Leadership 05.29.25

Mergers and Acquisitions (M&A)

Barry Ritholtz

NOVEMBER 26, 2024

The funds are audited by big four auditors in our case it’s KPMG They’re administered by firms like Bank of New York. If you looked at the sort of stack of participants, it would look just like, you know, a traditional equity ATM. Be very aware that you have to position size appropriately.

Investments

Future CFO

JUNE 22, 2025

These tools are not only streamlining traditional roles (such as audit, regulatory reporting, and transactional accounting) but also redefining the value that finance professionals add. This shift is driven by technologies such as robotic process automation (RPA), artificial intelligence (AI), advanced analytics, big data, and blockchain.

Leadership

Trade Credit & Liquidity Management

MAY 29, 2025

This shift demands that billers stay informed and proactive, as compliance and efficiency heavily depend on understanding complex regulations and effectively leveraging service providers. Leverage Global E-Invoicing Solutions: Adopt comprehensive, scalable e-invoicing platforms that support multiple countries’ formats and regulations.

Invoicing