CFO Talks

NOVEMBER 21, 2024

Additionally, I worked for a South African company that exported its products internationally, giving me exposure to the complexities of global trade and compliance. What stood out to me most in these experiences is the importance of adaptability and cultural awareness.

CFO 98

CFO Leadership Communication Problem Solving 98

CFO Plans

NOVEMBER 4, 2024

For financial services firms, these assessments are particularly crucial in navigating regulatory environments and ensuring compliance. For forward-thinking financial firms, integrating these technologies into their strategic planning processes has become a game-changer.

CFO 52

CFO Cost Management Leverage Planning 52

VCFO

NOVEMBER 1, 2023

A common outcome of this mindset is a rationalization on the part of the CEO that they (perhaps along with the CFO) can adequately represent the views of People Ops as strategic planning commences, check some HR-oriented items off the list themselves, and not bring focused People Operations expertise to the table.

Strategic Planning 73

Strategic Planning Leadership Planning Compliance 73

CFO Share

JULY 16, 2024

A controller primarily oversees accounting processes, ensuring accurate financial records and compliance with regulations. In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

CFO Simplified

JANUARY 23, 2025

Use these insights to project your financial performance based on your strategic plan. This document serves as your companys rulebook, and keeping it updated ensures consistency and compliance. Reexamine your budget Its easy to get caught up in daily operations, but a comprehensive review of your business budget is essential.

Cash Flow Forecasting 52

Cash Flow Forecasting Communication Budgeting Forecasting 52

PYMNTS

AUGUST 5, 2020

Then there’s a checklist of 503 items that the Thrasio team applies to their new acquisition — from operations to platform compliance to product specs and marketing practices. After an acquisition, Thrasio likes to keep the founders in place to help them onboard and download their intimate knowledge of the company.

Valuation 134

Valuation Strategic Planning eCommerce Compliance 134

Jedox Finance

JUNE 26, 2019

In addition, finance needs to work in tandem with the company’s digital plans. Digital leadership is deployed throughout a company, creating an IT strategic plan including data management practices. If Finance cannot supply that, they will look elsewhere for solutions.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. Regulations are guidelines but not guarantees The line between compliance and security is blurring. Participants like Travel + Leisure Co.'s

Investments 52

Investments Profit and Loss Securities Risk Management 52

CFO News Room

DECEMBER 16, 2022

Chief Compliance Officer. A chief compliance officer ensures financial institutions adhere to all applicable laws and regulations. To keep a business running smoothly and help avoid costly non-compliance fees, CCOs monitor company policy and compliance. Average salary: $114,832 per year. Insurance Advisor.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

E78 Partners

AUGUST 22, 2024

They fear that the costs and complexities of compliance may divert resources from core operations and impact profitability. Despite the pushback, some leading companies are proactively assessing and disclosing climate-related risks, recognizing the strategic value in aligning with investor and stakeholder expectations.

Accounting 59

Accounting IFRS Compliance Strategic Planning 59

E78 Partners

AUGUST 22, 2024

They fear that the costs and complexities of compliance may divert resources from core operations and impact profitability. Despite the pushback, some leading companies are proactively assessing and disclosing climate-related risks, recognizing the strategic value in aligning with investor and stakeholder expectations.

Accounting 52

Accounting IFRS Compliance Strategic Planning 52

Future CFO

JUNE 10, 2024

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. Initiating the digital transformation of trade finance workflows starts with comprehensive planning," he says.

Finance 90

Finance Compliance Communication Strategic Planning 90

E78 Partners

NOVEMBER 19, 2024

Audit season presents a set of unique challenges for private equity-backed companies, particularly those that must balance the expectations of investors with the demands of compliance. Regularly revisiting these policies can help align revenue accounting with current business activities and compliance requirements.

Auditing 52

Auditing GAAP Restructuring Compliance 52

E78 Partners

NOVEMBER 19, 2024

Audit season presents a set of unique challenges for private equity-backed companies, particularly those that must balance the expectations of investors with the demands of compliance. Regularly revisiting these policies can help align revenue accounting with current business activities and compliance requirements.

Auditing 52

Auditing GAAP Restructuring Compliance 52

Future CFO

JULY 14, 2022

For example, companies operating in carbon-intensive sectors may face higher carbon taxes and other compliance costs, or find themselves becoming less viable to operate in the future economy,” said Lee Bing Yi , Sustainability & Climate Change Director at PwC Singapore. CFO’s role in driving ESG strategy.

Risk Management 98

Risk Management Compliance Planning Finance 98

VCFO

JULY 23, 2024

For example, quality and compliance are both important supplier selection factors, as A&D suppliers must consistently deliver high-quality materials and products. Need help forming a strategic plan to establish or expand your Aerospace and Defense industry presence? AS9100D:2016, ISO 9001:2015, QSLM)?

Compliance 86

Compliance Communication Strategic Planning Budgeting 86

VCFO

NOVEMBER 1, 2023

Now is also a good time to reach out to auditors (if an audit or CPA review is required) to plan the timing of the audit, discuss material changes in the business that might impact financial results and/or disclosures, and to obtain a list of their “PBCs” (schedules to be “prepared by client”). What About Borrowing?

Finance 88

Finance Strategic Planning Auditing CFO 88

Fpanda Club

FEBRUARY 5, 2024

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Monthly closing, reporting, compliance and support in audit are among the most frequent responsibilities mentioned in the descriptions. Literally almost everything but finance business partnering.

Finance 130

Finance Analyzing Data Communication Benchmarking 130

VCFO

JUNE 12, 2024

Looming Changes to FLSA Requirements and Noncompete Agreements – The Big Picture for Your Business Two imminent changes in employment regulations could significantly impact your business operations and compliance status. Legal objections have been filed that will impact implementation dates and possibly final form.

Compliance 89

Compliance Strategic Planning Planning 89

Future CFO

SEPTEMBER 26, 2024

However, CFOs face the challenge of achieving compliance while also navigating complex economic conditions and balancing multiple other priorities. Meanwhile, Will Symons , Deloitte Asia Pacific’s Sustainability Leader says the challenge for the CFO is to maintain a focus on integrating sustainability reporting into business value creation.

CFO 52

CFO Strategic Planning Compliance Forecasting 52

VCFO

JUNE 29, 2023

Underscoring this was her ahead-of-the-curve understanding that mission-centered organizations must have strong finance and compliance-related practices and expertise in place to be able to provide services in line with their mission. Supporting strategic planning, budget development, cash flow projections, analysis, and related activities.

Nonprofit 67

Nonprofit Finance CFO Compliance 67

CFO Leadership

DECEMBER 12, 2022

Digital transformation: Digital tools can help support expansion, including systems that provide real-time and other payments across geographies, streamline cross-border compliance and protect businesses from fraud and cybercriminals across global jurisdictions.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

PYMNTS

JANUARY 3, 2020

In an interview with PYMNTS, Liz Armbruester, senior vice president of Global Compliance at Avalara , said 2019 represented a watershed year for tax compliance as states embraced the economic nexus model and passed marketplace facilitator laws. Even the consequences of non-compliance can be fragmented. Cross Border Complexity.

Sales 53

Sales Compliance Economics Strategic Planning 53

PYMNTS

MARCH 11, 2020

FreshBooks rolled out its VAT Return Report last year to assist more owners of small businesses get ready for tax time compliance. FreshBooks has been serving the British market for over 10 years; however, recent client growth has inspired the company to put a higher level of focus and investment into the area.

Accounting 52

Accounting Nonprofit Strategic Planning Compliance 52

Bramasol

SEPTEMBER 8, 2024

With a 28 year track record as one of SAP's longest serving partners and the recognized experts in SAP revenue compliance and SAP BRIM/OTC offerings , the Bramasol team has deep experience tailoring SAP solutions to specific client requirements.

SAP 59

SAP General Ledger Compliance Accounting Standards 59

Beacon CFO Plus

MAY 5, 2023

Knowing what you’re doing begins with having a strategic plan in place for your business that incorporates risk management. With the guidance of a fractional CFO, you can strengthen your strategic plan to incorporate risk mitigation and be better prepared to handle whatever situations arise for your business.

Risk Management 52

Risk Management Strategic Planning CFO Compliance 52

VCFO

AUGUST 26, 2022

Clint Rogers is a senior finance professional with more than 20 years of experience overseeing financial teams and guiding them through strategic planning, analysis, and forecasting in order to increase revenue and profitability. vcfo Austin team expands to include Clint Rogers, Senior Consultant.

Strategic Planning 52

Strategic Planning Construction Compliance Forecasting 52

PYMNTS

JULY 7, 2020

Earlier this year, Liz Armbruester, senior vice president of global compliance at Seattle software company Avalara, told PYMNTS cross-border commerce is expected to reach as much as 15 percent of the online retail market. “We Amazon Web Services, Google and Spotify did not respond to requests for comment.

Sales 56

Sales Strategic Planning Budgeting Compliance 56

CFO Plans

SEPTEMBER 24, 2024

This proactive approach is vital for strategic planning and long-term success. Services such as Strategic Financial Consulting , Small Business Bookkeeping Services , and Financial Compliance Services ensure that your forecasts are not only precise but also compliant with regulatory requirements.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

Future CFO

JANUARY 21, 2024

It also emphasises the importance of embracing sustainable practices, not only as a regulatory compliance measure but also as a strategic move to attract new business and customers, ACCA noted. It also encourages SMEs to develop and retain top talent through continuous learning and development opportunities, the accountancy body added.

Economics 52

Economics Compliance Strategic Planning Cost Management 52

VCFO

JUNE 1, 2022

The basics of getting new employees onboarded and ensuring that paychecks go out on time may be fundamentally covered, but bandwidth and strategic expertise for other pressing HR needs often does not exist internally. 3. Awareness of Compliance Obstacles. 2. A fractional HR leader can guide these initiatives effectively.

Leadership 77

Leadership Compliance Planning Strategic Planning 77

Future CFO

SEPTEMBER 3, 2024

Mayank Goel According to Goel, CFOs can leverage taxes strategically and navigate tax policy discussions effectively through various measures. 1. Strategic Tax Planning and Risk Management - CFOs need to view taxes beyond mere compliance.

Leverage 59

Leverage Tax Planning Restructuring Strategic Planning 59

CFO Talks

OCTOBER 25, 2023

The steward ensures company compliance with financial reporting and control requirements.There are 8 competencies associated with this role, including understanding financial information systems, risk management, and fraud prevention. This holistic perspective is crucial for strategic planning and risk management.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

The Charity CFO

JULY 3, 2024

Grant Management: Review the status of grants and compliance with grant requirements or conditions. Step 3: Check compliance with financial policies and regulations. Likewise, your review findings can help with strategic planning for the remaining year and the year ahead. Step 2: Analyze budget variances.

Nonprofit 52

Nonprofit Budgeting Compliance CFO 52

VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships.

CFO 52

CFO Strategic Planning Auditing Finance 52

CFO Talks

NOVEMBER 11, 2024

Newly qualified accountants should familiarize themselves with risk assessment frameworks and compliance regulations. While technical financial skills are essential, a successful CFO must also grasp the broader organizational context, including operations, marketing, and strategic planning.

CFO 52

CFO Leadership Problem Solving Communication 52

Fpanda Club

SEPTEMBER 2, 2021

Both functions are essential in the organization as accounting is supposed to ensure accurate records and data which can be further analyzed by the FP&A team to generate valuable insights and support strategic and operational decisions.

Financial Planning and Analysis (FP&A) 130

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