CFO Talks

FEBRUARY 9, 2024

Stakeholder Communication: Transparent communication with stakeholders is essential for guiding strategic decisions. CFOs must clearly explain the implications of the Reserve Bank’s decision to internal and external stakeholders, building confidence in the organisation’s financial management.

CFO 52

CFO Strategic Planning Communication Risk Management 52

Spreadym

APRIL 23, 2023

Enterprise software solutions for planning and financial analysis and corporate consolidation typically require robust and scalable technologies to ensure optimal performance and reliability. Collaboration and Workflow Management: Business planning and budgeting involves cross-functional collaboration and communication.

Forecasting 52

Forecasting Technology Sales Planning 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. Financial Analysis: Financial analysis is a continuous stage that runs throughout the FP&A process.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

JANUARY 18, 2023

They carry out risk assessments, perform financial analyses, and generate reports for sales and management teams. To be successful in the role, you must possess strong analytical and communication skills. You can also become an independent agent, performing financial analysis and selling life insurance products to clients.

Leadership 130

Leadership Education Communication Sales 130

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 20, 2024

Financial Analysis: The CFO decides what financial analysis to do to improve the business and shares these insights with other department heads. Communicate: Keep talking to your team, especially the Controller, to ensure you’re all aiming for the same goals.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

The Finance Weekly

AUGUST 5, 2023

FP&A professionals hold a crucial role in shaping a company's overall business strategy by delivering financial analysis and insights to management. Explore below some compelling reasons to consider FP&A as a promising career path.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MARCH 1, 2021

Evaluating historical data alongside forward-looking financial statements can assemble a forecast that considers potential variations over time. Decision teams with clear data governance roles and responsibilities can then brainstorm solutions and co-create more intuitive financial reporting formats.

Finance 52

Finance Communication Financial Analysis CFO 52

CFO News Room

JANUARY 11, 2023

Generally speaking, it would be advantageous to have the following: Sound knowledge of financial markets and investments. Understanding of financial regulations and laws. Excellent communication and interpersonal skills. Knowledge of financial software applications and financial modeling.

Banking 130

Banking Financial Analyst Budgeting Investments 130

The Finance Weekly

JANUARY 22, 2024

Communicate with clients, investors, company leaders, and stakeholders. Manage cash flow and plan for financial needs. Supervise and offer suggestions for the financial department. These degree programs include coursework that helps students develop analytical skills and learn financial analysis methods and software.

CFO 52

CFO Education Communication Leadership 52

The Finance Weekly

OCTOBER 13, 2021

CPM involves a greater emphasis on improving communication and business strategies within a company. The responsibilities of controllers today extend to more than just accounting and forecasting; FCs are now expected to engage in business administration and financial planning. CPM is a way to ensure business strategies get executed.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

The Charity CFO

JUNE 7, 2023

This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. It enables financial analysis to identify cost-saving opportunities, manage expenses, and ensure efficient resource allocation. This analysis supports financial analysis, budgeting, and investment decision-making.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Financial Analysis 52

CFO Talks

AUGUST 13, 2024

This includes technical skills like accounting and financial analysis and soft skills like communication and problem-solving. Fostering a Collaborative Culture: Encourage Open Communication: Create an environment where team members feel comfortable sharing ideas, asking questions, and providing feedback.

Finance 52

Finance CFO Problem Solving Communication 52

CFO Leadership

OCTOBER 10, 2023

Create and communicate a well-defined plan for how you intend to bring advanced AI tools into your organization and use them for transformation. Instituting a stable workflow environment around the technology can make the transition easier for everyone.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

The Finance Weekly

APRIL 5, 2022

A big part of these changes is increased communication between technology teams and other business departments. However, one department seems to lag behind when it comes to communication procedures: the finance department.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

APRIL 23, 2019

With that in mind, the integration of various products and platforms will also be an essential strategy for Back Office, and is reflective of SMB accounting technology’s bigger shift to meet demand for more holistic services that communicate with each other. At first, their entrance threatened the future of the human accountant.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

Future CFO

AUGUST 30, 2021

To fulfil these requirements, soft skills such as stakeholder management, relationship building, emotional intelligence, problem solving and communication are crucial for finance professionals in 2021 alongside core technical capabilities such as financial planning, modelling and data analysis. .

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

DECEMBER 12, 2021

Leaders in finance are most successful when they have skills in communication, quantitative analysis, financial planning, and team building. CFOs are part of the company’s internal finance team just as bankers, and CPAs, are part of the company’s external finance team.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

Collectiv

JANUARY 17, 2023

Improving Communication Skills. One of the biggest challenges for anyone changing their role is improving communication skills. If you’re making the move to a finance leadership role like me and Melissa, you have to learn how to effectively communicate financial analysis and insights to the C-suite to make an impact.

Leadership 40

Leadership Finance Communication CFO 40

Future CFO

APRIL 21, 2022

Prioritise involvement in IT’s technology-roadmapping process CFOs should use early roadmapping discussions with IT as an opportunity to share expectations for how technology should be used to advance the enterprise’s big-picture strategy, and how digital investments impact corporate financials. .

CFO 52

CFO Budgeting Financial Analysis Leadership 52

Future CFO

AUGUST 18, 2023

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We Timely and clear communication was key. The open line of communications was also extended to global stakeholders across DFS to update them on the change process.

Finance 52

Finance Communication Accounts Payable Invoicing 52

Onplan

JANUARY 19, 2022

CFOs can avoid losing strong performers on their teams by ensuring they and their top lieutenants are thinking and communicating about succession planning. Communicate. As a record-high number of employees are ready to jump ship and go elsewhere, cultivating good communication practices is vital.

Communication 52

Communication Leadership Planning Financial Analysis 52

CFO Thought Leader

JANUARY 15, 2025

People-Centric Approach : Champions open communication and empowers teams to think strategically. Resource Allocation : Uses clear frameworks to balance growth, profitability, and innovation. Operational Agility : Embraces iterative decision-making to respond quickly to shifting market dynamics.

CFO 52

CFO Banking Prioritization Leverage 52

The Finance Weekly

AUGUST 6, 2024

Leverage AI-powered forecasting and what-if analysis to enhance the decision-making process. Users can set up "remembered" metrics, such as ARR, CAC, and Burn, which can be fed into various models, allowing them to generate comprehensive reports that communicate results and forecasts to different stakeholders within the company.

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

JANUARY 9, 2022

Financial Review. Banks do not know how your specific business has been affected, therefore communication is key. Therefore, planning for the future, financial analysis, and budget review can easily take a back seat. . Meet with your bank. Reopening your business may require additional funding. Don’t surprise them.

Cash Flow Forecasting 52

Cash Flow Forecasting Strategic Planning CFO Budgeting 52

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This involves regular communication, mutual respect for expertise, and an open-door policy for discussing challenges and opportunities. The CFO of Eco Innovate Inc.,

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Share

APRIL 1, 2024

On the surface, an outsourced CFO manages all financial affairs and collaborates with you on business strategy. Outsourced CFO duties include: Financial analysis and strategic planning. Publishing monthly financial packages. Analytic skills to drill through your financials and discover insights.

CFO 52

CFO Profit and Loss Forecasting Financial Analysis 52

Collectiv

NOVEMBER 16, 2021

When creating column charts (and really, any Power BI visualizations), your responsibility as a report builder is to clearly communicate the information you’re showing. Combining this pivot table functionality with all of the other inherent functionality in Power BI really makes it a powerhouse for financial analysis.

Financial Reporting 75

Financial Reporting Profit and Loss Budgeting Analyzing Data 75

Spreadym

JULY 10, 2023

Effective Communication and Collaboration: Foster effective communication and collaboration among departments involved in the close process, such as finance, accounting, internal audit, and operations. Segregating responsibilities reduces the risk of fraud and enhances the accuracy and reliability of financial reporting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

Future CFO

JULY 18, 2021

The insurance industry makes long-term promises to clients and policyholders and the role of the CFO is to ensure that we are providing financial analysis to investors and analysts and explaining what has happened with the value of those promises,” commented Yeoh. Unique to insurance.

Marketing 52

Marketing CFO Finance Leadership 52

The Finance Weekly

JANUARY 31, 2022

Therefore, if you have all the necessary skills and talent, but you don’t have a strong personal brand within your organization, your management and colleagues will not perceive you as a value creator and treat you as a more analytical person limited to financial analysis and reporting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership IFRS Budgeting 52

Future CFO

DECEMBER 7, 2020

Ultimately, the CFO still needs to be somebody that executives can trust implicitly to cut through all the biases and be the honest broker in decision-making and running financial analysis. A CFO takes a leading role in crisis management while a “cash culture” must be communicated as a priority throughout the organisation.

CFO 52

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

CFO Talks

DECEMBER 5, 2024

I carefully analyse and try to understand the challenges, weigh cost vs. benefit options, communicate and brainstorm with my other business partners and get the necessary technical expertise where required. Investing in technology (smart accounting and data analysis systems, etc.), How do you handle professional challenges?

CFO 52

CFO Finance Accounting Communication 52

Future CFO

OCTOBER 20, 2021

Of the many current responsibilities, I enjoy using financial data and providing the insights to influence operational and strategic decisions the most. Based on my own experience of becoming the CFO, broad and diverse operational and financial experiences help prepare one to advance to a C-level position.

CFO 52

CFO Leadership Finance Problem Solving 52

Boston Startup CFO

FEBRUARY 1, 2023

Creating a pitch deck : A CFO can help you create a compelling pitch deck that highlights the financial aspects of your business, and let you know what gaps needs to be filled before getting in front of investors. They can also bring to your attention many key details that must be communicated to investors to secure their interest.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

Spreadym

AUGUST 8, 2023

Clearly communicate the rationale behind your budget figures and how they tie into the organization's strategic direction. Project Identification and Prioritization: Identify potential capital projects based on needs assessments, input from various departments, public input, and community priorities.

Budgeting 52

Budgeting Prioritization Profit and Loss Construction 52