CFO News Room

JANUARY 11, 2023

Financial Analyst. Being a financial analyst at a bank requires more than just crunching numbers. Financial analysts ensure banks make sound decisions in accordance with regulations and long-term goals, evaluating data and analyzing financial statements to gauge overall performance.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Jedox Finance

JULY 18, 2019

An FP&A professional does not just look at the numbers but rather tries to dig deeper to understand the story that the numbers are forming. This mindset of obtaining various points of view, being able to formulate and understand the big picture and weave a story with numbers around it is what sets an FP&A professional apart.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

The Finance Weekly

AUGUST 6, 2024

By incorporating their insights into your financial models, you can improve sales forecasts and spot exciting growth opportunities. In FP&A, teaming up with finance and accounting means they can engage more strategically with their non-financial colleagues, boosting the overall financial understanding of the organization.

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

DECEMBER 12, 2021

The CFO’s time is primarily spent with analytics, diving into the “whys” of the numbers, the direction of the company’s performance, the factors that bring improvement, and what that improvement could look like. You can’t improve a company by moving numbers around on the income statement or balance sheet. What is Accounting? .

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

CFO Talks

SEPTEMBER 12, 2024

Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios. Actionable Steps: Establish regular communication with your top customers and suppliers, ensuring you understand their financial health and potential impacts on your business.

Leverage 52

Leverage Forecasting Communication Economics 52

Boston Startup CFO

JULY 10, 2016

TK: The ability to communicate your thinking and decision-making rationale is absolutely critical to success in any finance role. It is not just about building a fully integrated financial model and making a financial decision based on whether or not the output cell is green or red.

Startups 52

Startups CFO Communication Financial Modeling 52

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. For the first few years, I was building financial models for founders that were fundraising. Our service covers anything in the back office related to numbers. Communicate multiple runway scenarios.

Planning 52

Planning Startups Marketing CFO 52

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

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

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

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

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

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. Other female administrative leaders in SingHealth include Margaret Lee who holds dual roles as the Deputy Group CFO of SingHealth (regional health system and strategic finance) and the CEO of SingHealth Community Hospitals.

Healthcare 52

Healthcare CFO Leadership Finance 52

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Instead of reaching out to your marketing, sales, and other departments for data inputs, and spreading your communication across various channels and sources, you can reach instant and total alignment. 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 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. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Mergers and Acquisitions (M&A) 59

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