E78 Partners

NOVEMBER 12, 2024

Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness. Collaborating with the strategic FP&A team early in the process is particularly valuable, as their forecasts and financial models provide key inputs for impairment testing and other complex calculations.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

E78 Partners

NOVEMBER 12, 2024

Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness. Collaborating with the strategic FP&A team early in the process is particularly valuable, as their forecasts and financial models provide key inputs for impairment testing and other complex calculations.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. What Do Virtual CFOs Do?

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

E78 Partners

NOVEMBER 26, 2024

Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed. At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

E78 Partners

NOVEMBER 26, 2024

Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed. At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management.

Investments 52

Investments Valuation Financial Modeling Risk Management 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. Overseeing risk management. 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

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

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

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

Spreadym

SEPTEMBER 27, 2023

Risk Management: CPM also involves identifying and managing risks that could affect the achievement of strategic goals. This includes assessing financial risks, market risks, and operational risks.

SAP 59

SAP Budgeting Forecasting Auditing 59

The Charity CFO

APRIL 27, 2022

The biggest communication problem most nonprofits face (13:25). Why you need to “humanize” your communication. Um, and so I was hired to do digital communications. And then we’ll go give a donation to them as small, as $20 as large as $5,000, and then continue to monitor how they communicate with us over time.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Barry Ritholtz

APRIL 4, 2023

So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. One of them is here in the studio with us today, Jessica Tannenbaum who heads up our marketing area and communications.

Mergers and Acquisitions (M&A) 59

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