E78 Partners

SEPTEMBER 14, 2023

Establish a robust calendar of activities, expectations and ownership BP&B Expectations and Accountability: Clear communication and active stakeholder engagement foster budget transparency, ownership, and collective buy-in. Timely Planning | The BP&B Calendar : Ensure that the budgeting process is both time-efficient and effective.

Financial Planning and Analysis (FP&A) 52

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

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 52

Prioritization CFO Leverage Risk Management 52

Michigan CFO

JUNE 7, 2023

Virtual CFOs leverage cloud-based accounting systems, collaborative tools, and remote communication to provide financial services to businesses on a part-time or “fractional” basis. Virtual CFOs offer a range of financial services tailored to the specific needs of businesses. What Do Virtual CFOs Do?

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

E78 Partners

NOVEMBER 26, 2024

By leveraging specialized expertise, private equity consultants can quickly diagnose issues and implement strategies to improve profitability, optimize operations, or recalibrate growth plans. Their understanding of similar businesses can provide valuable insights and help you achieve your goals.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

E78 Partners

NOVEMBER 26, 2024

By leveraging specialized expertise, private equity consultants can quickly diagnose issues and implement strategies to improve profitability, optimize operations, or recalibrate growth plans. Their understanding of similar businesses can provide valuable insights and help you achieve your goals.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

Future CFO

MAY 22, 2024

“While they may not dictate every aspect of the transformation, their strategic oversight ensures alignment with financial objectives and risk management priorities,” he opines. For the Ateria Group CFO, financial leaders must take a strategic, flexible, and all-encompassing strategy to lead the digital transformation.

CFO 52

CFO Risk Management Leadership Communication 52

Collectiv

MARCH 5, 2025

Its efficient communication and integration with the rest of your data stack are critical to meaningful planning. By integrating planning with the broader data strategy , organizations are able to create more dynamic and scalable financial models. Leveraging AI for automation while keeping human expertise in decision-making.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. This is a space that is largely unexplored and represents immense potential for us to understand, interpret, communicate and execute on these predictions. Crystal ball.

Technology 52

Technology Financial Modeling Forecasting Planning 52

CFO Talks

MARCH 19, 2024

By distilling these goals into a concise list and communicating them consistently—whether in formal presentations or casual discussions—the CFO ensures everyone understands and aligns with the finance department’s direction. This might involve enhancing digital finance capabilities or adopting sustainable business practices.

CFO 52

CFO Communication Finance Budgeting 52

The Finance Weekly

JULY 31, 2023

Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies. By leveraging AI algorithms and automation, finance professionals can effectively manage complex financial models and optimize investment strategies.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

Spreadym

SEPTEMBER 27, 2023

This includes assessing financial risks, market risks, and operational risks. Collaboration and Communication: Effective communication and collaboration within an organization are critical for CPM. It allows organizations to create detailed financial models and forecasts, making it suitable for complex planning processes.

SAP 59

SAP Budgeting Forecasting Auditing 59

The Finance Weekly

NOVEMBER 20, 2023

These tools can examine large sets of financial data, pinpoint important key performance indicators (KPIs), and create interactive dashboards and reports. FP&A leaders can use these insights to track performance, identify trends, and communicate financial results to stakeholders more effectively.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Cash Flow Forecasting Forecasting 52

BlueLight

JUNE 5, 2020

Either way, the business environment is changing rapidly and this typically means startup founders and their boards are communicating much more frequently than in a “business as usual” situation. One great way to leverage observers is for domain expertise to drive strategic discussions based on their knowledge of the market or technology.

Startups 52

Startups Technology Investments Finance 52

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Customers success.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

APRIL 4, 2023

And you know, it’s funny, when I was on the road in the early days, you know, talk about even post GFC, you’d meet with large scale institutions and you talk about senior secured loans, private lending, covenants, reasonable leverage, et cetera, et cetera. KENCEL: So, now, leverage is lower. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59