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

NOVEMBER 11, 2024

Members’ Profile: Thobile Dlamini In this edition of CFO Club Africa’s Members Spotlight, we are introducing Thobile Dlamini, the CFO at Eswatini Revenue Services. Thobile’s passion for finance sparked in high school with her love for mathematics and the challenge of balancing financial statements.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Thought Leader

MAY 8, 2024

Lawrence Herman’s path to becoming a CFO unfolded through a series of experiences that changed his understanding of the finance world, beginning with his initial role at Goldman Sachs. As the CFO at Dwolla, Herman leverages his vast experience to guide the company through the evolving landscape of digital payments.

CFO 52

CFO Financial Modeling Forecasting Numbers 52

Adam Kae

SEPTEMBER 24, 2020

Adam Kae & Associates is a Virtual Healthcare CFO. This article will talk about: What a CFO Does. What a Healthcare CFO Does. What it Means to be a Virtual CFO. CFO - Chief Financial Officer. CFOs are the head of the finance department. Here's a Brief List of (Some) CFO Tasks: Financial Reporting.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 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

BlueLight

MAY 1, 2020

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. Today, the CFO is expected to inform strategic decisions that drive the success of the company.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

MAY 20, 2024

Read More Lafouge’s journey from the complexities of a country marked by political instabilities to his current role as CFO at Spendesk is a testament to his knack for building teams and uprooting borders. One of Lafouge’s standout moments came during the COVID-19 pandemic, when he was the CFO of ride-sharing company BlaBlaCar.

CFO 52

CFO Leadership Restructuring Finance 52

Boston Startup CFO

JULY 10, 2016

I recently spoke with Tridivesh Kidambi, newly appointed CFO of CallFire, a technology company that provides voice and text connectivity to businesses, to learn more about how a company determines it needs a CFO and what it takes to be the CFO of a startup. JT: How can companies determine the right time to hire a CFO?

Startups 52

Startups CFO Communication Financial Modeling 52

Future CFO

OCTOBER 20, 2021

The CFO role requires certain traits and skills, said Woranat Dumrongsiri (pictured), Country CFO, Deloitte Thailand and Deloitte Laos during an interview with FutureCFO for the publication’s Female Leadership in Finance Series. Woranat Dumrongsiri, Country CFO, Deloitte Thailand and Deloitte Laos.

CFO 52

CFO Leadership Finance Problem Solving 52

Fpanda Club

APRIL 18, 2022

To become better business partners FP&A practitioners should be creative, but it is not an easy task with a financial mindset traditionally focused on numbers, correct calculations and cause-and-effect relationship. planning, reporting and analysis) are the products/services of the function.

Financial Planning and Analysis (FP&A) 130

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

The CFO College

AUGUST 31, 2021

The rolling cash forecast is one of many CFO-level skills we teach in our program. If they have to rely on capital raising, it’s hard for companies to attract private or institutional investors in competitive markets without a great accountant and strong financial model. The deck includes: Bullet-proof financial model.

Startups 81

Startups Accounting General Ledger Forecasting 81

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. number of individual cash flows. a single period .

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Corporate Finance 130

CFO Simplified

DECEMBER 12, 2021

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. Sometimes the differences are misunderstood because the CFO works with both the Accounting and Finance departments.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

CFO News Room

NOVEMBER 16, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. In the first session of my valuation class, I pose a question, “What comes more naturally to you, telling a story or working with numbers?”

Marketing 130

Marketing Valuation Advertising Numbers 130

CFO News Room

JANUARY 11, 2023

Individuals who excel in the Chief Financial Officer (CFO) role are highly sought after. Previous experience working in upper leadership roles or managing the financial duties of an organization provides the skills and knowledge to take on this role. Financial Analyst. Average Salary: $91,580 per year.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Future CFO

JUNE 24, 2024

Is it there to replace the seasoned financial professional? 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. How do you dissect complex algorithms as compared to traditional financial models?

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

https://trustedcfosolutions.com/feed/

OCTOBER 1, 2022

While hiring part-time or full-time accountants is perfectly reasonable, adopting a more flexible financial model is more beneficial for a company in the long run. Outsourcing financial services enables a business to scale without increasing its employee headcount, or its number of fixed salaries. .

Accounting 57

Accounting Financial Modeling CFO Cost Management 57

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health.

Planning 52

Planning Startups Marketing CFO 52

CFO Talks

MARCH 14, 2024

Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Now that we understand the current trajectory NoMoreOffice Inc is on, let’s consider the financial impact of taking a different approach.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. Grace Lim (pictured), CFO at KK Women's & Children's Hospital (KKH) in Singapore shared with FutureCFO audiences how female finance executives could become CFOs. Grace Lim, CFO, KK Women's & Children's Hospital.

Healthcare 52

Healthcare CFO Leadership Finance 52

The Finance Weekly

AUGUST 30, 2022

It is unique in that it enables finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel without having to learn a new software. 3 Jedox Jedox comes in at number 3 but has many great qualities that help it rank as a great overall solution. Jedox Fun Fact. Jedox’s most unique aspect.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Analyzing Data Budgeting Startups 95

Jedox Finance

JULY 18, 2019

An FP&A professional does not just look at the numbers but rather tries to dig deeper to understand the story that the numbers are forming. This mindset of obtaining various points of view, being able to formulate and understand the big picture and weave a story with numbers around it is what sets an FP&A professional apart.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

CFO Talks

SEPTEMBER 12, 2024

This approach enables CFOs to anticipate a range of potential future outcomes and develop contingency plans for each. Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios.

Leverage 52

Leverage Forecasting Communication Economics 52

CFO News Room

DECEMBER 22, 2022

So, whether you are a number cruncher or story teller, I think you will find something to take away from the class. . Spreadsheets : I almost never open an excel spreadsheet during my classes and spend little time on financial modeling, but I do use my limited Excel skills, when valuing companies and doing corporate financial analysis.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

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. The race for clarity.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Future CFO

AUGUST 24, 2020

First, the FP&A function has traditionally been held by an individual sitting behind a desk, crunching numbers. That way, when it is time to crunch numbers, the FP&A practitioner has an even better understanding of what they truly mean. At AFP, we help finance to see beyond the numbers. Soriano concluded.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 40

Future CFO

MARCH 27, 2025

According to him, CFOs increasingly rely on these tools to provide up-to-the-minute financial insights, helping executives make faster, data-driven decisions. Joseph points out that AI doesn't just crunch numbers, but rather it actively helps finance leaders see around corners.

Compliance 52

Compliance Financial Planning and Analysis (FP&A) Forecasting Financial Analysis 52

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Now that we understand the current trajectory NoMoreOffice Inc is on, let’s consider the financial impact of taking a different approach.

Planning 52

Planning Financial Planning and Analysis (FP&A) Forecasting Math 52

The Finance Weekly

AUGUST 30, 2022

It is unique in that it enables finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel without having to learn a new software. 3 Jedox Jedox comes in at number 3 but has many great qualities that help it rank as a great overall solution. Jedox Fun Fact. Jedox’s most unique aspect.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Analyzing Data Budgeting 52

The Charity CFO

APRIL 15, 2022

And what can nonprofits do to create consistency and predictability in the financial side of their operations? Triná Owens is a former nonprofit financial director who left her job to become an Accounting Manager at The Charity CFO. And there’s the other 20% of us that really like financial modeling and yeah.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

CFO News Room

NOVEMBER 1, 2022

And when you’re doing hundreds of clients a year, and mostly in the Seattle area, I guess, eventually, a very large number of the expenses are kind of consistent and start repeating after a while. But it’s funny though, because I do have a financial planner who is based in Illinois. Mindy: Yeah, yeah. Mindy: Yeah.

Planning 130

Planning Investments Accounting Numbers 130

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Scenario modeling: Adaptive Planning is highly flexible when modeling across different functions, including projects, capacity, and operational planning. Customers success. 6 factors when choosing an FP&A tool.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

APRIL 27, 2022

Number one, they don’t usually have a really strong answer for it. So that’s appeal, number two, there’s gotta be exclusivity. That means that it’s not very exclusive, which means that the, the, the, the potency of the appeals diluted by the number of competing options. Um, Tim, it’s so interesting.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Global Finance

DECEMBER 27, 2024

As CFOs navigate this complex terrain and adapt their business processes, and decide how large a financial commitment to make to it, they must understand the implications for their financial models, risk management practices, and overall business operations.

Technology 111

Technology Finance Leverage Investments 111