Communication, Financial Analysis and Leverage

1063: From Banking to Building: One Leader’s Shift to Operations | Eugene Wong, CFO, Clara Analytics

CFO Thought Leader

JANUARY 15, 2025

Originally honing his financial acumen at Silicon Valley Bank, he gained close exposure to startup ecosystems and leveraged finance transactions. Ultimately, he stepped into the fast-paced realm of growth-stage companies, seeking to become a true financial operator. This revelation set the tone for Wongs career journey.

CFO

CFO Banking Prioritization Leverage

Where Can FP&A Career Path Take You?

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A)

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

Crafting Strategic Visions with Roger Castle

CFO Talks

JANUARY 30, 2025

Roger highlighted that clarity in communication and tangible benefits for employees are critical in aligning the team with the companys vision. He recommended frequent communication to address concerns and align employees. He recommended frequent communication to address concerns and align employees.

Communication

Communication CFO Valuation Construction

Webinars

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What Controllers Can Do to Help Leverage FP&A Solutions

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)

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

Those Who Have Knowledge, Don’t Predict

Focus CFO

DECEMBER 6, 2021

A fractional CFO is in the best position to do this because they have the overall organization in their view, which means they can tie in different areas of the business to create alignment around a strategic financial plan. Increasing Communication. Strategic planning relies on good communication.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication

Members’ Profile: Ntombi Melamu

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

CFO Finance Accounting Communication

Preparing Your Finance Organization for the New Era of AI

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A)

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

6 Power BI Report Examples That Will Make You Ditch Excel

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)

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

6 Power BI Dashboard Examples That Will Make You Ditch Excel

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)

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

What is Financial Planning and Analysis (FP&A)?

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)

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

Beyond the Basics: 7 Key Focus Areas for New CFOs

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. Risk Management: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical.

Prioritization

Prioritization CFO Leverage Risk Management

How FinTech Helps SMBs Get A Grip On The Numbers

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

Numbers Accounting CFO Financial Analysis

Shared services raise the efficiency of the finance function

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 This transformation involves leveraging systems and re-engineering processes coupled with changing the way the teams work through upskilling and "re-culturing".

Finance

Finance Communication Accounts Payable Invoicing

From Necessary Evil to Mission Fuel: The Strategic Role of Nonprofit Financial Statements

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

Nonprofit Accounts Payable Budgeting Financial Analysis

Drivetrain FP&A Reviews

The Finance Weekly

AUGUST 6, 2024

Leverage AI-powered forecasting and what-if analysis to enhance the decision-making process. Build comprehensive, multi-dimensional models ten times faster.

Financial Planning and Analysis (FP&A)

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

Mapping Out Successful FP&A Management In the Face of Adversity

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)

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

Digital Transformation in Finance: How to Drive the Process

Spreadym

JULY 21, 2023

Digital transformation in finance refers to the process of integrating digital technologies and innovations into all aspects of financial services and operations within a financial institution or organization. Data-driven decision-making enables more informed and precise financial strategies.

Finance

Finance Prioritization Compliance Leverage

AIs Impact on Corporate Finance

The Finance Weekly

JULY 31, 2023

His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit. Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies. Another application gaining traction is leveraging AI for scenario analysis.

Corporate Finance

Corporate Finance Finance Leverage Accounts Payable

The best software for financial close and overview of the process

Spreadym

JULY 10, 2023

Automation and Technology: Leverage financial software and technology solutions to automate repetitive tasks, improve data accuracy, and streamline the close process. Clear communication channels, regular meetings, and shared access to information facilitate the resolution of issues and timely completion of tasks.

Financial Planning and Analysis (FP&A)

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

Practices to measure the ROI of ESG investments

Future CFO

FEBRUARY 10, 2025

Utilise Both Quantitative and Qualitative Measurements Employ Standard Financial Metrics: Organisations can use traditional metrics like Internal Rate of Return (IRR), payback periods, and cost savings to quantify the financial returns of environmental projects, such as energy efficiency improvements or waste reduction initiatives.

Investments

Investments Education Accounting Standards Communication

Members’ Profile: Charles Humphreys Mbale

CFO Talks

NOVEMBER 1, 2024

I also prioritize clear communication and collaboration, seeking input from colleagues or experts when needed. A key strategy that has helped me succeed is maintaining adaptability—being open to change and learning from setbacks. Set Clear Boundaries: Communicate your availability to colleagues and clients to manage expectations.

Prioritization

Prioritization CFO Leadership Communication

Corporate Finance Brief

1063: From Banking to Building: One Leader’s Shift to Operations | Eugene Wong, CFO, Clara Analytics

Where Can FP&A Career Path Take You?

Webinars

Trending Sources

Crafting Strategic Visions with Roger Castle

Webinars

What Controllers Can Do to Help Leverage FP&A Solutions

Those Who Have Knowledge, Don’t Predict

Members’ Profile: Ntombi Melamu

Preparing Your Finance Organization for the New Era of AI

6 Power BI Report Examples That Will Make You Ditch Excel

6 Power BI Dashboard Examples That Will Make You Ditch Excel

What is Financial Planning and Analysis (FP&A)?

Beyond the Basics: 7 Key Focus Areas for New CFOs

How FinTech Helps SMBs Get A Grip On The Numbers

Shared services raise the efficiency of the finance function

From Necessary Evil to Mission Fuel: The Strategic Role of Nonprofit Financial Statements

Drivetrain FP&A Reviews

Mapping Out Successful FP&A Management In the Face of Adversity

Digital Transformation in Finance: How to Drive the Process

AIs Impact on Corporate Finance

The best software for financial close and overview of the process

Practices to measure the ROI of ESG investments

Members’ Profile: Charles Humphreys Mbale

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