CFO Talks

NOVEMBER 11, 2024

This interest solidified during her BCom studies, where she found satisfaction in analyzing financial statements and market trends. Guided by influential mentors, Thobile recognized that finance goes beyond numbers—it impacts decision-making that drives business and individual success. What sparked your interest in finance?

CFO 52

CFO Leadership Problem Solving Communication 52

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. This made me decide to pursue my education in accounting. Thinking beyond numbers and building trust Numbers are not everything to the business and management team. Can you briefly describe your finance career journey and one or two highlights along the journey?

CFO 52

CFO Leadership Finance Problem Solving 52

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

CFO News Room

DECEMBER 22, 2022

Have fun : If you look at the joy that young children show when they learn something new, it is obvious that human beings enjoy learning (though our education systems are often designed to stamp out that joy). So, whether you are a number cruncher or story teller, I think you will find something to take away from the class. .

Marketing 130

Marketing Valuation Corporate Finance Finance 130

Boston Startup CFO

JULY 10, 2016

It is not just about building a fully integrated financial model and making a financial decision based on whether or not the output cell is green or red. Despite that, they signed up for the challenge and have been amazing partners in helping to educate me on our business while also allowing me to effect change.

Startups 52

Startups CFO Communication Financial Modeling 52

CFO Talks

MARCH 14, 2024

CFOs can support ongoing education and exposure to new trends and technologies, ensuring that the organization remains agile and responsive to changes in the market. Building Flexible Financial Models: The ability to quickly adapt to changes is a competitive advantage.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Musings on Markets

DECEMBER 21, 2022

Have fun : If you look at the joy that young children show when they learn something new, it is obvious that human beings enjoy learning (though our education systems are often designed to stamp out that joy). So, whether you are a number cruncher or story teller, I think you will find something to take away from the class.

Valuation 91

Valuation Corporate Finance Finance Financial Analysis 91

BlueLight

JUNE 5, 2020

The founder should also manage the number of people in the room. Expertise includes early stage technology development, strategic business planning, economic and financial modeling, recruiting and executive team building, fund raising, incubating startups, investing across company stages and board level advising.

Startups 52

Startups Technology Investments Finance 52

CFO News Room

NOVEMBER 1, 2022

And when you’re doing hundreds of clients a year, and mostly in the Seattle area, I guess, eventually, a very large number of the expenses are kind of consistent and start repeating after a while. But it’s funny though, because I do have a financial planner who is based in Illinois. Mindy: Yeah, yeah. Mindy: Yeah.

Planning 130

Planning Investments Accounting Numbers 130

The Charity CFO

APRIL 15, 2022

I mean, we see our clients constantly struggling, um, to find clinicians, uh, you know, educators, administrators, all sorts of backgrounds. And there’s the other 20% of us that really like financial modeling and yeah. Geeking out on Excel spreadsheets. Uh, I’m definitely that one. Triná Owens: I love a spreadsheet.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Barry Ritholtz

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Finance Banking 57