The Finance Weekly

AUGUST 5, 2023

FP&A professionals hold a crucial role in shaping a company's overall business strategy by delivering financial analysis and insights to management. The progression from more junior to more senior roles in this chosen field typically follows a certain path.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

OCTOBER 9, 2024

For instance, a retail business conducted thorough financial analysis and implemented tax compliance solutions that aligned with its growth objectives. This foresight allowed the company to capitalize on tax incentives, gaining a competitive edge and optimizing its financial health.

Compliance 52

Compliance Tax Planning CFO Concentration 52

CFO Talks

MARCH 20, 2024

Financial Analysis: The CFO decides what financial analysis to do to improve the business and shares these insights with other department heads. It involves trusting your team, delegating effectively, and concentrating on strategic financial planning. It’s about leading, not just managing.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

CFO Share

MARCH 14, 2022

A Quality of Earning report, also called a QOE or QofE report, helps investors understand the historic earnings and forward-looking performance of the business through rigorous financial analysis. Sales concentrations and/or backlog risk. Analysis of inventory reserves and allowances. Transactions with related parties.

Auditing 52

Auditing GAAP Accounting Principles Profit and Loss 52

Boston Startup CFO

FEBRUARY 6, 2024

Sharpening the Focus on Core Competencies: Entrusting financial management to a Fractional CFO allows business owners and management to concentrate on their core competencies and daily operations. The resulting increase in productivity and efficiency can significantly drive overall success.

CFO 40

CFO Concentration Financial Analysis Budgeting 40

Future CFO

AUGUST 18, 2023

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We In the finance function, basic accounting processes like accounts payable, payroll and purchasing are often allocated under the shared services model.

Finance 52

Finance Communication Accounts Payable Invoicing 52

Musings on Markets

AUGUST 15, 2023

Currencies are measurement mechanisms, not value-enhancer or destroyers : A good financial analysis or valuation should be currency-invariant, with whatever conclusion you draw when you do your analysis in one currency carrying over into the same analysis, done in different currencies.

Investments 98

Investments Currencies Treasury Hurdle Rate 98