CFO Talks

FEBRUARY 20, 2025

Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. While these tasks are necessary, they barely scratch the surface of what finance professionals can bring to the table. The problem?

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

CFO Plans

NOVEMBER 4, 2024

Regular Financial Health Assessments provide insights into a company’s overall well-being, helping to pinpoint potential risks and areas for enhancement. For financial services firms, these assessments are particularly crucial in navigating regulatory environments and ensuring compliance.

CFO 52

CFO Cost Management Leverage Planning 52

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

Future CFO

JUNE 24, 2024

Since the technology is new, there is the question of how Gen AI Financial Statements undergo the scrutiny of regulatory requirements and audits. How do you dissect complex algorithms as compared to traditional financial models? There is always a challenge of skills and experience of people using Gen AI.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

CFO Thought Leader

OCTOBER 15, 2024

Read More We have small and medium-size enterprises that need support for basic services like bookkeeping, accounting, tax, FP&A, fund-raising, and so forth, but we also have large clients—some, publicly listed—that need help with data analytics, data visualization, financial modeling, technical accounting memos, and so on.

Leadership 98

Leadership CFO Auditing Compliance 98

Spreadym

OCTOBER 3, 2023

Skills: They possess a range of technical and soft skills, including financial analysis, financial modeling, data management, budgeting, forecasting, communication, and problem-solving skills. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Financial Modeling Budgeting 59

E78 Partners

NOVEMBER 12, 2024

Take a critical look at areas prone to audit issues—such as revenue recognition, procurement, impairment, and financial reporting—ensuring that controls in these high-risk areas meet compliance standards.

Auditing 52

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

E78 Partners

NOVEMBER 12, 2024

Take a critical look at areas prone to audit issues—such as revenue recognition, procurement, impairment, and financial reporting—ensuring that controls in these high-risk areas meet compliance standards.

Auditing 52

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

Beacon CFO Plus

SEPTEMBER 27, 2023

Fractional CFOs assist in fundraising efforts by preparing financial models, investor presentations, and financial projections that attract potential investors. Financial Compliance and Reporting: Startups must comply with financial regulations and reporting standards.

Startups 52

Startups Compliance CFO Financial Modeling 52

Spreadym

NOVEMBER 16, 2023

Collaboration and Workflow Management: Features for collaboration and workflow management facilitate communication and coordination among team members involved in the financial planning process. Compliance features help organizations adhere to regulatory requirements. This ensures that everyone is working with the latest information.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Planning Budgeting Financial Modeling 59

The CFO College

AUGUST 31, 2021

If they have to rely on capital raising, it’s hard for companies to attract private or institutional investors in competitive markets without a great accountant and strong financial model. The deck includes: Bullet-proof financial model. Management team that shows prior proven success.

Startups 81

Startups Accounting General Ledger Forecasting 81

CFO News Room

JANUARY 11, 2023

They must make decisions with the utmost accuracy and integrity to ensure compliance with banking regulations and protect the financial institution from costly legal or financial repercussions. Knowledge of financial software applications and financial modeling. Detail-oriented, analytical mindset.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Beacon CFO Plus

JANUARY 30, 2024

Financial Complexity Overload As your business expands, so does the intricacy of your financial matters. Strategic Financial Guidance Needed Due to the unpredictability of any business landscape, certain situations require agile financial strategies.

CFO 52

CFO Restructuring Leadership Strategic Planning 52

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. They develop financial models that simulate various scenarios and assess the outcomes on key financial metrics.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

MAY 15, 2023

It enables collaboration and offers a wide range of functionalities, including scenario modeling, data integration, and predictive analytics. Vena’s features include financial planning and analysis, integrated business planning, financial reporting, regulatory compliance reporting, and financial close management.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JULY 19, 2022

FP&A teams are responsible for a variety of activities, including periodic financial close and consolidations, strategic and annual planning, monthly forecasting, cash flow forecasting, financial reporting, financial modeling, and what-if scenario planning and analysis. Strategic financial planning.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Forecasting Budgeting Planning 96

CFO Simplified

DECEMBER 12, 2021

In publicly traded companies, the CFO is also responsible for the company’s compliance with Securities and Exchange Commission (SEC) rules and regulations.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

Spreadym

MAY 26, 2023

Spreadym combines the features of a complex corporate performance management system for automating operational and financial processes in enterprises and Excel spreadsheets. Users can create complex budgets that combine the information from all company division in one financial model that is related to the operating results of the enterprise.

Budgeting 52

Budgeting Forecasting Financial Modeling SAP 52

Spreadym

SEPTEMBER 27, 2023

Pros of SAP Business Planning and Consolidation Comprehensive Financial Planning: SAP BPC is known for its comprehensive financial planning capabilities, making it suitable for complex financial modeling and budgeting processes.

SAP 59

SAP Budgeting Forecasting Auditing 59

The Finance Weekly

AUGUST 5, 2023

Your Future in FP&A: Navigating the Varied Career Paths Typically, , Financial Planning and Analysis are integral parts of a comprehensive financial management system, which also includes accounting, revenue and cash flow management , governance, risk, and compliance (GRC), along with other core financial processes.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

NOVEMBER 11, 2024

To transition from a newly qualified accountant to a Chief Financial Officer (CFO), several key skills are essential: 1. Financial Acumen : A deep understanding of financial principles, reporting, and analysis is fundamental.

CFO 52

CFO Leadership Problem Solving Communication 52

PYMNTS

SEPTEMBER 7, 2018

Working with the wrong partner can lead to issues around late payments, inadequate services or even non-compliance. But any special projects above and beyond the day-to-day routine, like M&A transactions or billing and financial models, a lot of our partners and their clients don’t have that kind of talent.”

B2B 40

B2B Marketing Communication Compliance 40

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. I expanded our service offering to include outsourced finance, accounting, HR and compliance. Compliance ?—?We

Planning 52

Planning Startups Marketing CFO 52

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) Accounting Standards CFO 52

The Finance Weekly

JANUARY 21, 2024

Problem 1: Using Old and Cumbersome Excel Models Many of us have developed a financial reporting process that uses workarounds for limitations in our ERP software and to ensure we can meet our deadlines without accidentally breaking something. These legacy financial models typically appear overly complicated.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

Future CFO

OCTOBER 20, 2021

WD: As a CFO — besides traditional finance tasks such as bookkeeping, reporting and compliance — I am also responsible for optimising the company’s financial performance and driving the direction and success of the organisation by using financial knowledge and understanding of the company's business model while managing risks with all stakeholders.

CFO 52

CFO Leadership Finance Problem Solving 52

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Michigan CFO

JUNE 7, 2023

Financial Reporting and Analysis: Virtual CFOs prepare (or oversee the preparation of) accurate and timely financial statements, analyze financial data to assess business performance, generate customized reports for management and stakeholders, and conduct financial ratio analysis and benchmarking.

CFO 52

CFO Problem Solving Budgeting Communication 52

Future CFO

AUGUST 24, 2020

Stress-testing is a best practice common in financial services and is quite essential in an effective and robust FP&A function. FP&A can do this by stressing single variables in financial models to the extreme, or by creating scenarios of multiple stressors to understand when the companies becomes insolvent.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 40

The Charity CFO

APRIL 27, 2022

Tosha Anderson: Well, you know, being an account and I’m a data person, a systems person, it’s like everything has to boil down to some sort of, you know, financial model or science. I’ve got, um, Swiss army nights as I call them, um, in my own business. So great, great point that you brought up.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

The Finance Weekly

APRIL 13, 2024

Every modern enterprise, regardless of size, requires finance software to manage various aspects of its financial health. This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 52

The Charity CFO

APRIL 15, 2022

Why turnover in the financial department is SO damaging for nonprofits. Why HR compliance issues are a bigger risk than tax compliance for most organizations (and why you shouldn’t trust your accountant with HR). And there’s the other 20% of us that really like financial modeling and yeah.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

CFO News Room

NOVEMBER 1, 2022

And part of the reason we don’t sell anything else is because I came from the world where there was tons of compliance, tons of paperwork. And I get many more questions about implementation than I do maintaining a financial model. So, I will say, let me just preface this with, I am fundamentally lazy.

Planning 130

Planning Investments Accounting Numbers 130

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. The Basic level offers essential modeling and planning features, while the Professional and Enterprise plans offer additional security and compliance features, like Audits and App Lifecycle Management. Customers success.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 12, 2025

Stay on Top of Regulatory & Compliance Changes Keeping up with regulatory and compliance changes is crucial in finance. Following updates from CIBA and regulatory authorities helps professionals understand changes in financial laws, tax rules, and accounting standards.

Finance 52

Finance IFRS Compliance Financial Modeling 52