Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. Of the many current responsibilities, I enjoy using financial data and providing the insights to influence operational and strategic decisions the most. Thinking beyond numbers and building trust Numbers are not everything to the business and management team.

CFO 52

CFO Leadership Finance Problem Solving 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. The founder should also manage the number of people in the room. Ideally these observers tap into their network and expertise to add value.

Startups 52

Startups Technology Investments Finance 52

The Charity CFO

APRIL 27, 2022

The biggest communication problem most nonprofits face (13:25). Why you need to “humanize” your communication. And, you know, I was telling him about what I was trying to do and what I was trying to break into this, this marketing, advertising field. Um, and so I was hired to do digital communications. So for nine years.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

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

Planful

MARCH 16, 2016

The cloud also makes it easy to integrate operational and financial data, which increases accuracy and ensures forecasts are aligned with company goals. Advanced Modeling. Each department requires varying levels of detail in their financial models, and the dimensions will differ between departments.

Forecasting 40

Forecasting Financial Data Financial Modeling Budgeting 40

Barry Ritholtz

APRIL 4, 2023

Ken was there at the beginning of the private credit markets when he was working at Drexel. And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. PE, at that point, was really just developing in the middle market.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. It offers excellent, stable performance even when working with data-intensive or complicated models. OnPlan is a highly rated and comprehensive FP&A solution and one of the most flexible solutions on the market.

Financial Planning and Analysis (FP&A) 52

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