E78 Partners

NOVEMBER 11, 2024

Divestitures, Mergers, and Acquisitions: Navigating the complexities of mergers or acquisitions where financial due diligence, risk assessment, and strategic planning are critical. By leveraging these services, organizations can navigate complex financial landscapes effectively and position themselves for long-term success.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

Future CFO

JANUARY 7, 2024

By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management. While compliance with ESG reporting requirements is crucial, CFOs can go beyond the basics and analyse how climate change scenarios may impact financial performance.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

CFO Talks

JULY 23, 2024

Leverage Technology Technology can be a powerful ally in risk management. Strengthen Internal Controls Strong internal controls are essential for preventing fraud and ensuring compliance with regulations. Engage in Strategic Risk Management Risk management should be integrated into your strategic planning process.

Risk Management 52

Risk Management CFO Compliance Communication 52

CFO Plans

JULY 25, 2024

With features like automated tax calculations, compliance checks, and detailed reporting, manufacturing businesses can ensure they meet all regulatory requirements while optimizing their tax liabilities. Many platforms offer virtual CFO services, providing expert financial guidance and strategic planning support.

Manufacturing 52

Manufacturing Accounting CFO Startups 52

Future CFO

JUNE 10, 2024

This includes leveraging technology to transition from physical documentation to electronic formats like e-bills of lading, reducing risk of fraud and loss." With a wealth of digital data available, trade finance becomes ripe for advanced analytics, offering deeper insights for risk management, trend analysis, and strategic planning.

Finance 90

Finance Compliance Communication Strategic Planning 90

The Charity CFO

MARCH 22, 2024

How does your nonprofit make strategic decisions? Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader?

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

CFO Talks

FEBRUARY 9, 2024

Understanding the rising costs of cybersecurity: The cost of cybersecurity continues to escalate, driven by the increasing complexity of cyber threats, regulatory compliance requirements and the growing reliance on digital technologies.

CFO 52

CFO Strategic Planning Leadership Risk Management 52

Future CFO

NOVEMBER 15, 2023

Risk Management and Compliance CFOs need to ensure that their financial processes and spreadsheets comply with various regional and international regulations. This might involve implementing automated compliance checks and utilising tools that provide real-time alerts for potential risks.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

CFO Leadership

JANUARY 25, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

CFO Leadership

JANUARY 5, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

The Charity CFO

JUNE 7, 2023

Is this just a necessary evil just to meet compliance requirements , and make sure there’s enough cash in the bank? In this post, we’ll walk through the most important financial statements, and explain the strategic benefit you can gain by pulling the maximum value from the data. Nonprofit financial statements.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Financial Analysis 52

CFO Talks

NOVEMBER 21, 2024

My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization. First and foremost is financial acumen—understanding financial reporting, budgeting, forecasting, and compliance is foundational.

CFO 98

CFO Leadership Communication Problem Solving 98

CFO Talks

MARCH 14, 2024

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. 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

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. This cost-effective model allows businesses of all sizes to leverage advanced technologies without financial constraints.

SAP 72

SAP B2B Leverage Analyzing Data 72

Spreadym

SEPTEMBER 27, 2023

It involves a set of processes, methodologies, metrics, and systems designed to help businesses effectively plan, monitor, and manage their performance to achieve their strategic goals and objectives. Budgeting and Forecasting: CPM involves the creation of budgets and financial forecasts that align with the strategic plan.

SAP 59

SAP Budgeting Forecasting Auditing 59

Jedox Finance

JULY 11, 2023

Jochen Heßler, Senior Director, Product Management, Jedox Environmental, social, and governance (ESG) has emerged as an important initiative for organizations worldwide as they strive to implement sustainable practices, achieve compliance, and demonstrate substantive value to customers, employees, and investors.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Compliance 52

VCFO

MARCH 9, 2022

Armed with excellent communication skills and creative problem-solving techniques, she partners with stakeholders to leverage strategic HR to achieve objectives and implement best practices in the people space. At vcfo, Karli works as a Senior People Operations/ Human Resources Consultant. About vcfo.

Problem Solving 52

Problem Solving Prioritization CFO Compliance 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MARCH 30, 2017

Grant Thornton released its 2017 CFO Survey this week to find that most of these executives said strategic planning is their top priority within the enterprise, surpassing other priorities like performance management or even increased cash flow.

CFO 51

CFO Strategic Planning Corporate Finance Risk Management 51

The Finance Weekly

JUNE 5, 2024

Key Features: 1) Enterprise-wide Connected Planning Seamlessly synchronize planning across organizations using clear, collaborative formats and dashboards. 2) Scalable, Intelligent Architecture Leverage Hyperscale computing to enhance operational insights, forecasts, and business strategies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Auditing Microsoft Office 52

VCFO

SEPTEMBER 21, 2023

Does the business grapple with high employee turnover, signaling potential operational, managerial, or compliance concerns? When business owners understand these factors, they can leverage them to make informed decisions that not only enhance business value but also result in a satisfying and optimized financial exit.

Valuation 84

Valuation Marketing Benchmarking CFO 84

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

CFO Talks

NOVEMBER 11, 2024

Newly qualified accountants should familiarize themselves with risk assessment frameworks and compliance regulations. Leverage Technology: Use technology to streamline tasks and improve efficiency. Stay Flexible: Life is unpredictable, so be prepared to adjust your plans as needed.

CFO 52

CFO Leadership Problem Solving Communication 52

Global Finance

JULY 24, 2024

RMB’s Custody Online interface complements the BaNCS system and lets users manage trade settlements, respond to corporate action events, and access holdings and transaction records in compliance with ISO15022 Swift standards. CIBC Mellon continues to refine its business model by leveraging the most advanced technology.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

Global Finance

JULY 24, 2024

RMB’s Custody Online interface complements the BaNCS system and lets users manage trade settlements, respond to corporate action events, and access holdings and transaction records in compliance with ISO15022 Swift standards. CIBC Mellon continues to refine its business model by leveraging the most advanced technology.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

Barry Ritholtz

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. That’s amazing leverage. So any compliance people listening, I’m just spitballing here. 00:04:02 That’s what value add software was originally. That’s Barry saying it.

Concentration 69

Concentration Valuation Marketing Investments 69

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background.

Leadership 52

Leadership CFO Accounting Finance 52

CFO Talks

OCTOBER 1, 2024

Potential for Growth: Opportunities for South Africa to catch up in terms of leveraging data and technology for economic development. They need to determine how to capitalize intangible assets and ensure compliance with local and international accounting standards (e.g., Why is this important for CFOs? IFRS, US GAAP).

Leverage 52

Leverage Investments Economics Accounting 52