E78 Partners

JANUARY 5, 2024

Audits are an essential part of ensuring that a company’s financial statements are accurate and compliant with accounting standards. Proper preparation is critical in navigating the post-acquisition audit process smoothly, minimizing disruptions, and providing timely, accurate information to stakeholders.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

CFO Talks

NOVEMBER 21, 2024

However, I believe that maintaining a balance is still essential for long-term productivity and well-being. To achieve this balance, I focus on prioritizing my tasks and setting clear boundaries. I ensure that when I commit extra time to work, it is for tasks that truly require my attention and will have a meaningful impact.

CFO 98

CFO Leadership Problem Solving Communication 98

CFO Thought Leader

DECEMBER 10, 2024

Precision involves rigorous financial processesclean audits, timely closes, and granular understanding of key metrics. ” Zach Johnson, CFO, Cribl CFO Playbook: Prioritizes holistic metrics (like Rule of 40) to balance growth and profitability.

CFO 52

CFO Leadership Prioritization Auditing 52

CFO Talks

FEBRUARY 11, 2025

Her career milestones include achieving two consecutive clean audits and contributing to South Africas GDP growth and unemployment solutions. Prioritizing my tasks Segregation Delegation What sparked your interest in finance? I received a clean audit in my position as an accountant for two consecutive years.

CFO 52

CFO Leadership Auditing Prioritization 52

E78 Partners

NOVEMBER 15, 2024

By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders. One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

PYMNTS

JANUARY 20, 2021

As a result, finance teams across the business ecosystem began to prioritize digitization and optimization, and many of them drew the same conclusion: Access to data is imperative to efficient and effective operations. Among the largest is the ongoing use of paper and manual workflows like invoice processing.

B2B 125

B2B Invoicing Prioritization Corporate Finance 125

CFO Talks

NOVEMBER 11, 2024

Once I have a clear picture, I prioritize the challenges based on their impact and urgency. Prioritize Tasks: Use tools like to-do lists or digital planners to prioritize tasks based on urgency and importance. This involves gathering relevant data and insights to understand the context better.

CFO 52

CFO Leadership Problem Solving Communication 52

PYMNTS

OCTOBER 25, 2019

Treasury Inspector General for Tax Administration is calling into question the Internal Revenue Service’s corporate auditing performance. But according to the report, the IRS rarely uses this new method and is not examining past audits in order to more efficiently prioritize which cases to more closely examine, Bloomberg said.

Auditing 40

Auditing Treasury Compliance Prioritization 40

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

The Finance Weekly

DECEMBER 1, 2024

This creates an audit trail and ensures transparency. Here are some common challenges and tips to overcome them: Volume of Accounts - If you’re dealing with hundreds (or thousands) of accounts, prioritize the most critical ones first. Make any necessary adjustments to your records. They might catch something you missed!

Reconciliations 52

Reconciliations Accounting General Ledger Invoicing 52

CFO News Room

JANUARY 18, 2023

Here are the nine workplace predictions, based on Gartner research , that highlight the aspects of work that leaders must prioritize over the next 12 months. This includes being more transparent about how they are using AI, publicizing their audit data, and giving employees and candidates the choice to opt out from AI-led processes.

Prioritization 130

Prioritization Auditing Education Communication 130

Nerd's Eye View

APRIL 7, 2023

Also in industry news this week: FINRA has announced that, on the heels of its first enforcement action under the Reg BI rules, it will be ramping up its examinations of broker-dealers for potential violations (after a long period of relative leniency when firms were still determining how best to comply with the rule) A recent study from Ameriprise (..)

Prioritization 98

Prioritization Practice Management Auditing Communication 98

CFO News Room

JANUARY 29, 2023

By thinking about his team’s needs, rather than prioritizing his value around transparency, Jon moved from feeling like a fraud to feeling good about showing up for his team in the ways they needed. Do an emotional audit. Do an emotional audit and ask yourself: What am I feeling? Where do I feel it in my body?

Leadership 130

Leadership Auditing Prioritization Planning 130

CFO Thought Leader

OCTOBER 15, 2024

She had excelled quickly, so much so that she was assigned to a leadership role in a major audit project just 2 years into her career. Prioritizing family, she made the unexpected decision to leave the city and relocate to the countryside, where her son could be raised near his grandparents. Read More But life had other plans.

Leadership 98

Leadership CFO Auditing Compliance 98

Future CFO

MAY 31, 2023

These allow us to be able to provide the types of financial reporting services ranging from general ledger, accounting, reporting, audit and compliances. Of the many technologies being introduced – AI, data analytics, automation, etc – which do you see are the ones finance will prioritize in the short-term, mid-term and long-term?

Finance 98

Finance General Ledger Prioritization Auditing 98

Nerd's Eye View

SEPTEMBER 23, 2024

For himself, Jake time blocked his schedule to ensure that he prioritized his personal life and wellbeing (e.g., He also conducted a "time audit" based on Dan Martell's 2-dimensional DRIP Matrix system to help him identify tasks based not just on their revenue potential but also their ability to energize and light him up.

Prioritization 98

Prioritization Auditing Planning Leverage 98

Bramasol

OCTOBER 2, 2024

Prioritizing education and skills development is necessary to remain resilient in a rapidly changing world and help bridge the digital divide in under-resourced communities. SAP green ledger provides bottom-up, audit-ready sustainability values that are managed with the same precision as corporate financial data.

SAP 81

SAP Prioritization Education Compliance 81

CFO Share

JUNE 6, 2024

A CFO can develop contingency plans, conduct regular audits, and ensure robust internal controls to mitigate these risk. Practical Steps for Managing Financial Risks Sit down with your CFO and go through this simple process to ensure you are assessing, prioritizing, and managing the proper risks. Risk Assessment and Identification.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

CFO Talks

JANUARY 22, 2025

At the age of 28 Ive acquired more than 10 years work experience in accounting, auditing, taxation, statutory and secretarial. Prioritize and start again. Focus on D-Dates, making important financial and other information available on time. Lead your department / company by example. Step last out of office.

CFO 52

CFO Leadership Manufacturing Auditing 52

PYMNTS

MAY 22, 2020

We’ve had to shift things around a little, but we haven’t really de-prioritized anything,” he said. We’re not going to do underwriting or audits — we’re just going to give you a loan to help you through this difficult time.’ CO-OP has been able to quickly adapt, moving 80 percent of its workforce remote in less than a few weeks.

Prioritization 105

Prioritization Auditing Banking Economics 105

CFO Share

JUNE 27, 2024

How can a small business ensure compliance in reporting without overspending on accounting staff and audits? A financial audit is the only legal method of assuring statements are prepared in a manner consistent with these principles. Without a financial audit, your CFO alone manages all financial compliance risks.

Financial Reporting 52

Financial Reporting Compliance CFO Auditing 52

VCFO

AUGUST 25, 2022

Planning and Prioritizing IT Security Improvement. The range of issues that typically come to light in security audits and reviews aren’t solvable in one fell swoop. At vcfo, achieving the level of security envisioned following the security audit took considerable time. Where are we most vulnerable? ——-.

Securities 78

Securities Prioritization Education Budgeting 78

PYMNTS

SEPTEMBER 25, 2018

Enhanced data security and analytics are at the top of chief financial officers’ priority lists among both private and public companies, according to new data from auditing and advisory service provider Protiviti. For example, 72 percent of CFOs rated their prioritization of virtual currencies to be between levels one and three.

Prioritization 67

Prioritization Corporate Finance Education Finance 67

The Charity CFO

JULY 2, 2024

The first thing you need to do to modernize your operations is assess your current processes and policies with an operations audit. During your audit, take a look at your current systems, workflows, and procedures to identify areas that are working well–and those that need improvement.

Nonprofit 52

Nonprofit Auditing Prioritization CFO 52

CFO Talks

OCTOBER 31, 2024

Another memorable experience was working with KPMG’s internal audit team in Zimbabwe for three weeks. How do you balance your personal and professional life? Balance, for me, starts with prioritizing tasks, leveraging time management tools, and setting clear boundaries. Finally, remember that leadership is about people.

CFO 97

CFO Leadership Communication Problem Solving 97

The Charity CFO

JULY 10, 2022

Meanwhile, audits, financial management, and risk mitigation fall under the purview of the Finance or Risk Management Committee. The Executive Committee handles time-sensitive issues that come up between meetings and prioritizes the agendas for meetings of the full board of directors. 3: External Affairs.

Nonprofit 97

Nonprofit Auditing Communication Risk Management 97

CFO News

DECEMBER 22, 2024

An internal audit revealed discrepancies, prompting enhanced monitoring and reporting. The Trusts may prioritize grants over direct implementation projects to minimize expenses and maximize funds for charitable causes.

Prioritization 40

Prioritization Auditing 40

CFO News

DECEMBER 20, 2024

An internal audit revealed discrepancies, prompting enhanced monitoring and reporting. The Trusts may prioritize grants over direct implementation projects to minimize expenses and maximize funds for charitable causes.

Prioritization 40

Prioritization Auditing 40

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. Data Security and Privacy: Both the CFO and the accounting firm should prioritize data security and privacy.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

The Finance Weekly

DECEMBER 15, 2024

Step 1: Conduct a Marketing Audit Why Start with an Audit? A marketing audit provides a snapshot of your current position and helps identify areas that need improvement. Key Activities in a Marketing Audit SWOT Analysis: Assess your internal strengths and weaknesses, as well as external opportunities and threats.

Planning 52

Planning Marketing Auditing Budgeting 52

CFO News

MAY 29, 2024

Swaminathan urged ARC boards to prioritize assurance functions like risk management and internal audit to identify and mitigate risks effectively. RBI Deputy Governor Swaminathan J. The RBI has ramped up supervision to curb systemic risks and ensure compliance.

Prioritization 40

Prioritization Auditing Risk Management Compliance 40

Global Finance

JUNE 14, 2024

Banks are now prioritizing four key areas: liquidity management with a balanced portfolio view including commercial real estate (CRE), enterprise protection with anti-fraud and cybersecurity, operational resiliency and sustainability with climate risk and green products.

Leverage 93

Leverage Risk Management Concentration Compliance 93

CFO Share

AUGUST 31, 2023

The stress of ensuring accurate records, timely tax filing, and smooth audits can be overwhelming, especially if last year’s experience was anything but smooth. Audits: Remember, the auditing process can span weeks or months after the year-end close. Prioritize: Guide your bookkeeper on what needs immediate attention.

Auditing 52

Auditing Profit and Loss Prioritization Leadership 52

CFO News Room

DECEMBER 30, 2022

Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. First, a firm owner can consider how they want to conduct the audit, which can be performed themselves (though this can take time away from other responsibilities!), Bob Veres | Advisor Perspectives).

Planning 130

Planning Auditing Investments Securities 130

CFO Thought Leader

APRIL 16, 2024

Kicking off his career fresh out of school, Udit Tibrewal joined the audit practice of PricewaterhouseCoopers (PwC) in New Delhi, where he set about learning the intricate workings of financial compliance. Cultivate strong communication skills, foster collaboration across teams, and always prioritize integrity in decision-making.

CFO 52

CFO Auditing Compliance Prioritization 52

The Charity CFO

JANUARY 21, 2022

Both Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) 116/117 require at least a minimum level of fund reporting, so you’ll need it in order to pass an audit. If you’re a very small nonprofit, it’s possible you won’t have any restrictions on your donations.

Nonprofit 98

Nonprofit Accounting GAAP Accounting Principles 98

PYMNTS

SEPTEMBER 22, 2016

“It’s really about the competitive advantage and time to transaction, plus auditability and consistency,” Khosla said of banks’ need to onboard corporate clients quickly, while remaining compliant — one of the largest pain points, she added, for financial institutions. .

Banking 75

Banking Compliance Prioritization Auditing 75