VCFO

NOVEMBER 1, 2023

Now is also a good time to reach out to auditors (if an audit or CPA review is required) to plan the timing of the audit, discuss material changes in the business that might impact financial results and/or disclosures, and to obtain a list of their “PBCs” (schedules to be “prepared by client”).

Finance 88

Finance Strategic Planning Auditing CFO 88

CFO Share

JULY 16, 2024

Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts. They analyze market trends and economic data to predict future financial performance and guide strategic decision-making. They regularly audit processes to maintain the integrity of financial operations.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

CFO Talks

NOVEMBER 11, 2024

While technical financial skills are essential, a successful CFO must also grasp the broader organizational context, including operations, marketing, and strategic planning. This comprehensive perspective enables you to make informed decisions that align financial strategies with overall business goals.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Simplified

MARCH 20, 2022

Navigate an audit or transaction. For example, developing a cash flow forecast, completing price/cost analyses, performing due diligence on an acquisition, creating a strategic plan for the company, preparing or an exit strategy for the business owner, the list goes on. Optimize strategy. Overcome financial challenges.

CFO 97

CFO Cash Flow Forecasting Strategic Planning Auditing 97

Future CFO

JULY 23, 2024

This is the view of Georgeta Elena Precup (Moran), CPA,CGMA , Operating Partner - Acting CFO, Advisory at Beyond Podiatry , emphasising how CFOs occupy a unique vantage point, overseeing not only financial health but also strategic planning , risk management, and corporate governance.

Auditing 59

Auditing Communication CFO Strategic Planning 59

VCFO

NOVEMBER 7, 2023

It’s important to differentiate between having audited financial statements and a QoE report, as these are quite different reports. An audit opines on the accuracy of a historical period. An audit looks backwards, giving an opinion on the financial statements and health of the company.

Valuation 83

Valuation Auditing Concentration CFO 83

Fpanda Club

FEBRUARY 5, 2024

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Monthly closing, reporting, compliance and support in audit are among the most frequent responsibilities mentioned in the descriptions. Literally almost everything but finance business partnering.

Finance 130

Finance Analyzing Data Communication Benchmarking 130

VCFO

APRIL 23, 2023

His first CFO role began in 2010, at Family Tree Corporation, a private oil and gas company, where he led strategic planning and development for non-operated working interests, mineral acquisitions, and large-scale lease plays. through identifying revenue-threatening errors and developing audit procedures.

CFO 52

CFO Auditing Transportation Strategic Planning 52

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

JULY 16, 2024

Key Initiatives and Strategic Planning : Pieter detailed key initiatives undertaken by the ICFOA, emphasizing strategic planning that aligns with global financial trends. Pieter highlighted the importance of fostering collaboration and sharing best practices among CFOs globally.

Leadership 52

Leadership CFO IFRS Strategic Planning 52

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. This isn't just a hypothetical situation; it's a reality that businesses of all sizes face in today's increasingly digital world.

Investments 52

Investments Profit and Loss Securities Risk Management 52

The CFO College

JUNE 3, 2021

Acquiring these advanced types of services, like setting up a permanent audit trail, rolling cash forecast, month-end reporting, and strategic planning, is the secret sauce your potential client needs to know how their money flows in and out of their company (and what their financial future will look like).

Accounting 52

Accounting CFO Auditing General Ledger 52

VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships. Gary is also a Certified Public Accountant. About vcfo.

CFO 52

CFO Strategic Planning Auditing Finance 52

CFO Leadership

AUGUST 12, 2021

Prior to joining the AHA, Christina was vice president of finance for the Federal Reserve Bank of Chicago where she led the financial planning and analysis functions for the Chicago Fed and collaborated on projects with leaders across the Federal Reserve System. Kim Nguyen, CFO, Industrial Management Training Institute (IMTI).

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

Fpanda Club

SEPTEMBER 2, 2021

All this makes financial controllers obvious candidates for communicating with external auditors and managing the audit process. Overall, the focus of the financial controller is to keep financial processes (including FP&A) organized and optimized, which contributes to their highly appreciated role in the company.

Financial Planning and Analysis (FP&A) 130

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

The Charity CFO

NOVEMBER 10, 2022

As a result, the organization might not adhere to Generally Accepted Accounting Principles (GAAP), which can trip them up come tax time or during an audit. This mitigates penalties, late filings, audits, and fraud (all too common in the nonprofit sector). Prepare for and manage an annual audit. Boosts donor confidence.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

The Charity CFO

JULY 13, 2022

And by sharing your financial statements , strategic plan, and demographic makeup, you can earn the coveted Platinum Seal of Transparency. We can also help you modernize your accounting systems, digitize your bookkeeping, produce consistent financial statements, and keep you always audit-ready. The simple answer is all of them.

Nonprofit 98

Nonprofit CFO Accounting Strategic Planning 98

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. Investors need to assess the target company’s current operational procedures, expenses, and allocation of resources.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. Investors need to assess the target company’s current operational procedures, expenses, and allocation of resources.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Spreadym

SEPTEMBER 27, 2023

It involves a set of processes, methodologies, metrics, and systems designed to help businesses effectively plan, monitor, and manage their performance to achieve their strategic goals and objectives. Budgeting and Forecasting: CPM involves the creation of budgets and financial forecasts that align with the strategic plan.

SAP 59

SAP Budgeting Forecasting Auditing 59

VCFO

FEBRUARY 15, 2023

She is highly effective at executing finance function strategically, establishing financial and risk controls, and overseeing capital structure. Lee Ann’s depth and breadth of expertise includes board reporting, audit preparation, business plan development, market research and analysis, risk management, and capital requirements.

Auditing 52

Auditing CFO Risk Management Budgeting 52

CFO Talks

OCTOBER 31, 2024

Another memorable experience was working with KPMG’s internal audit team in Zimbabwe for three weeks. Deepen your understanding of the business, beyond finance, so you can add value in areas like operations, technology, and strategic planning. Another crucial aspect is building strong communication skills.

CFO 97

CFO Leadership Communication Problem Solving 97

BlueLight

JULY 30, 2020

Post Series B, it becomes a full-time job to support strategic planning. Building strategic goals with the CEO and Board of Directors, then making sure the functional organizations get the information they need to execute on the strategy.” Security and Audit ?—?NetSuite Their value is in strategic planning.

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

E78 Partners

NOVEMBER 11, 2024

Divestitures, Mergers, and Acquisitions: Navigating the complexities of mergers or acquisitions where financial due diligence, risk assessment, and strategic planning are critical. Hiring an interim CFO gives your company instant access to targeted leadership that delivers quick, effective results for specific obstacles.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

E78 Partners

NOVEMBER 11, 2024

Divestitures, Mergers, and Acquisitions: Navigating the complexities of mergers or acquisitions where financial due diligence, risk assessment, and strategic planning are critical. Hiring an interim CFO gives your company instant access to targeted leadership that delivers quick, effective results for specific obstacles.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

CFO News Room

DECEMBER 16, 2022

IT auditors are responsible for conducting audits and should therefore be experts at this task, which may require financial institutions to appoint them. Thinking critically is of the utmost importance for business leaders when it comes time to make big decisions like hiring, budgeting, and strategic planning. Budget Analyst.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

Boston Startup CFO

APRIL 3, 2023

Additionally, you open yourself up to compliance and audit issues, and you’ll potentially decrease your chances of securing funding and financing. Robust contingency plans and proactive risk management strategies help organizations navigate unforeseen disruptions and maintain operational resilience.

Accounting 52

Accounting Accounting Principles GAAP Startups 52

The Charity CFO

NOVEMBER 23, 2022

CFAs are best known for investment analysis and wealth planning, CPAs for tax preparation and financial statement auditing, and CFPs for financial planning. They should have experience leading and motivating teams, as well as experience developing and implementing strategic plans. Strategic Thinking.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Example: When it’s time for an audit, the Controller is hands-on, working directly with the auditors, showing them the books, and explaining the details. The post From Controller to CFO: What Changes?

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Boston Startup CFO

OCTOBER 29, 2012

So, whether you need help with audit preparation or generally accepted accounting principles (GAAP), your accounting partner can give your accounting issues the attention they need — so you can focus on other things. You can also hire a consulting group to provide accounting support on a project basis.

Startups 52

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

CFO Thought Leader

NOVEMBER 4, 2024

Sitting quietly at the back of a crowded GE conference room, a young Sandra Wallach diligently took notes during an executive briefing. As one of the newest inductees into GE’s esteemed Financial Management Program (FMP), she was eager to absorb every detail.

Leadership 52

Leadership Technology CFO Finance 52

The Finance Weekly

JUNE 5, 2024

It also has great auditability, tracking all edits from both the front and back ends. Dashboard Design & Interactivity Platform APIs ETL Connectors User and Model Management Mobile Access Professional Enhanced capabilities to meet advanced planning requirements.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Auditing Microsoft Office 52

Jedox Finance

JULY 11, 2023

A unified, strategic plan is created, able to weather changing circumstances, by having ESG data as well as traditional financial data to inform the plan. The final ESRS requirements are to be passed as law at the end of July 2023 and no later than the end of August 2023.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Compliance 52

CFO Talks

JULY 23, 2024

Conduct regular audits and provide training to employees to reinforce the importance of adhering to these controls. Engage in Strategic Risk Management Risk management should be integrated into your strategic planning process.

Risk Management 52

Risk Management CFO Compliance Communication 52

The Charity CFO

JULY 3, 2024

For example, if you don’t have time to conduct a review, you could hire an external accounting firm to perform an audit or reduced scope of work. Using Your Review for Effective Planning The findings of your review give you a better picture of the financial health of your organization. However, they offer so much more than that alone.

Nonprofit 52

Nonprofit Budgeting Compliance CFO 52

Centage

JULY 25, 2023

Fortunately, Planning Maestro offers cloud budgeting and planning software that simplifies the financial consolidation process. With Planning Maestro, your finance team will have more time to focus on strategic planning and you can have more confidence in the accuracy of your consolidated budgets.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) General Ledger Forecasting 98

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. What makes for a sought-after chief finance professional (CFO)? These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Problem Solving CFO 52