The Finance Weekly

MAY 5, 2024

Crafting and implementing the best possible sales technology stack to support sales operations, including automation tools, CRM systems, and communication platforms. Prioritizes data significance, acknowledging market dynamics, evolving industry landscapes, and trend analysis. and “How to improve processes after their redesign?”

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

The Finance Weekly

JANUARY 18, 2024

Constantly Accommodating your Communication Style A good CFO must be able to communicate in a variety of ways depending on who he or she is speaking with. When he/she works for a company owned by a PE firm (Private Equity Firm), it is expected that they communicate in a transparent manner.

CFO 52

CFO Communication Leadership Concentration 52

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?

Financial Planning and Analysis (FP&A) 52

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

Spreadym

MAY 31, 2023

It involves effective communication, stakeholder engagement, and adaptation to changing circumstances. Operational planning , on the other hand, has a shorter time frame and concentrates on the immediate or near-term activities that need to be carried out to achieve the strategic objectives.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

CFO News Room

NOVEMBER 8, 2022

Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

JULY 29, 2024

00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently. We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:14:26 [Speaker Changed] Let’s talk a little bit about the transition that you undertook.

Investments 59

Investments Communication Benchmarking Technology 59

CFO Talks

NOVEMBER 1, 2024

Thats when I work on tasks requiring concentration, like financial analysis, strategy development, or preparing client reports. My day ends around 2am at least three to four times a week How do you spend the first hour of your day? I believe in tackling challenges head-on, viewing them as opportunities for growth rather than obstacles.

Prioritization 98

Prioritization CFO Leadership Communication 98

CFO News Room

NOVEMBER 5, 2022

Among other restrictions in the proposal, only one broker would be permitted to work at each RSL, the broker would not be allowed to meet with clients or handle securities or funds at the location, and the broker would be required to use the parent firm’s electronic communication system. And while Greg Valliere, chief U.S.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130