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. So how do we move from routine financial analysis to something more insightful? Assumptions are rarely questioned.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

CFO Plans

DECEMBER 2, 2024

Join us as we explore unique perspectives on financial reporting and data analysis, offering actionable insights for hospitality business owners seeking growth opportunities without a dedicated financial strategist.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

CFO Thought Leader

MARCH 19, 2025

Read More That early lesson in financial storytelling set the foundation for a career built on bridging finance with operations. After early roles in financial analysis, he spent 15 years moving through finance leadership positions at Danaher, where he sharpened his ability to translate financial insights into business decisions.

CFO 59

CFO Marketing Financial Analysis Leadership 59

CFO Dive

JULY 24, 2023

As a versatile tool, RStudio can be used in various ways to enhance financial analysis, modeling and decision-making processes.

Financial Analysis 130

Financial Analysis Finance 130

Future CFO

FEBRUARY 14, 2025

Leveraging AI As AI has admittedly made its way to the Finance department, imposing its relevance and importance, it is necessary that finance leaders know how to leverage the technological advancement to enhance analysis and decision-making.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

CFO Plans

FEBRUARY 23, 2025

Learn how to craft compelling financial narratives that captivate investors. Highlighting Performance and Prospects in Investor Financial Analysis When investors plunge into your financial statements, they conduct a thorough analysis to weigh potential risks and returns.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

Musings on Markets

DECEMBER 11, 2024

The class is structured around the three financial statements that embody financial reporting - the income statement, balance sheet and statement of cash flows - and how the categorization (and miscategorization) of expenses into operating, financing and capital expenses plays out in these statements.

Valuation 120

Valuation Corporate Finance Finance Investments 120

Future CFO

JUNE 24, 2024

It still needs a level of financial acumen to probe the data and ask the right questions to the system. The hardest part of financial analysis is going over data and seeing relevant information, flagging data variances and coming out with a comprehensive analysis for decision-making.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

Future CFO

FEBRUARY 10, 2025

Utilise Both Quantitative and Qualitative Measurements Employ Standard Financial Metrics: Organisations can use traditional metrics like Internal Rate of Return (IRR), payback periods, and cost savings to quantify the financial returns of environmental projects, such as energy efficiency improvements or waste reduction initiatives.

Investments 52

Investments Education Accounting Standards Communication 52

Future CFO

JULY 15, 2024

While artificial intelligence and advanced technologies can boost financial analysis and decision-making processes through the automation of repetitive and mundane tasks, this also allows finance professionals to focus on understanding the business and making better decisions.

Finance 97

Finance Financial Analysis Budgeting Forecasting 97

Future CFO

FEBRUARY 26, 2025

Leveraging AI and other advanced technologies to boost the team's financial analysis and decision-making processes can be tricky. Wang suggests that implementing AI-powered analytics platforms that track real-time engagement with IP-based products can be of help.

Leverage 52

Leverage Finance Financial Analysis Entertainment 52

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. The second is that for data items that require market prices, including all the pricing metrics, private businesses cannot be included, since they have no market values.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

The Finance Weekly

NOVEMBER 21, 2024

Let's go over a few of them: Scenario mode ling - ability to create multi-scenario financial analysis for better decision-making. Overview of Vena Vena is a popular FP&A software solution and has quite a few functions and features.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

NOVEMBER 29, 2024

From digital tools for financial analysis to technologies that improve operational efficiency, staying ahead of the curve will be key. But ultimately, the role of the CFO will always center on aligning financial strategy with the broader goals of the organization, ensuring resilience in an unpredictable environment.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO News Room

DECEMBER 22, 2022

Finally, I carve out simple (even simplistic) sessions on inflation, interest rates and exchange rate , three macro variables that we are exposed to in almost all financial analysis and valuations. To save you the trouble of building spreadsheets from scratch, I leave my spreadsheets online for you to access, adapt and change.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

The Finance Weekly

DECEMBER 2, 2024

However, even with these advanced ERP systems and other third-party software products, most small to large businesses still must manually use Microsoft Excel (Excel) for financial analysis, reporting, and other activities.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 52

Fpanda Club

SEPTEMBER 2, 2021

Planning, budgeting and forecasting are linked together forming financial planning processes. Financial analysis is a type of economic analysis based on the financial data and focused on the assessment of stability and evaluation of profitability of a company, business or project.

Financial Planning and Analysis (FP&A) 130

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

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth. Planning: this is the first stage of every business activity.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

Cube Software

SEPTEMBER 14, 2023

It’s official: Cube receives 32 badges in G2’s Fall Report In addition to earning the top spot for Corporate Performance Management (CPM) and Budgeting and Forecasting , Cube’s G2 badges were earned across several disciplines, including Financial Close and Financial Analysis.

Forecasting 59

Forecasting Budgeting Financial Analysis 59

The Finance Weekly

OCTOBER 30, 2024

Scenario Analysis - Planful’s scenario modeling tools allow businesses to test different cash flow assumptions and plan for various financial outcomes. Oracle NetSuite Cash Management Oracle NetSuite is a popular enterprise resource planning (ERP) solution that includes robust cash management features.

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

Cube Software

JULY 10, 2024

Exciting update: Cube shines in G2’s Summer Report Cube has been listed as one of the top FP&A platforms across several disciplines, including Budgeting and Forecasting , Corporate Performance Management , Financial Close , and Financial Analysis.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

Cube Software

SEPTEMBER 27, 2024

This just in: Cube stands out in G2's Fall Report Cube has been listed as one of the top FP&A platforms across several disciplines, including Budgeting and Forecasting , Corporate Performance Management , Financial Close , and Financial Analysis.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

Cube Software

APRIL 4, 2024

This just in: Cube receives high praise in G2’s Spring Report Cube has been listed as one of the top FP&A platforms across several disciplines, including Budgeting and Forecasting , Corporate Performance Management , Financial Close , and Financial Analysis.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

CFO Network

SEPTEMBER 17, 2021

Have the proper CFO for your company can often be the difference between whether or not you are able to accurately implement your financial analysis. However, it’s not uncommon for a business to not have the resources to keep a CFO in-house. Instead, companies often work with an outsourced CFO to fill this role.

CFO 96

CFO Financial Analysis Budgeting Forecasting 96

Future CFO

JUNE 2, 2024

Each day is different and presents new challenges and opportunities for me to apply my expertise in financial analysis and forensic accounting to support clients' interests effectively. In addition, drafting comprehensive reports detailing our findings and recommendations is a crucial part of the process.

Leadership 98

Leadership Financial Analysis Accounting Economics 98

CFO Share

APRIL 8, 2024

The quick ration requires no complex financial analysis – just simple arithmetic on the balance sheet. Diminishing Quick Ratio A healthy quick ratio (current assets divided by current liabilities), ideally around 1:1 or higher, signifies that a company can cover its short-term liabilities with its most liquid assets.

Financial Analysis 102

Financial Analysis Sales Manufacturing CFO 102

Spreadym

OCTOBER 3, 2023

They play a critical role in helping companies make informed financial decisions and allocate resources effectively. FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning.

Financial Planning and Analysis (FP&A) 59

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

PYMNTS

NOVEMBER 16, 2020

That can mean linking SMBs to actionable insights and financial analysis, a function that could benefit both the SMB as well as the lender, which can obtain richer data that can, in turn, be used to underwrite future financing.

Technology 115

Technology Financial Analysis Finance Invoicing 115

CFA Institute

APRIL 8, 2021

Responses to SASB performance metrics can enhance financial analysis as the transition from gas-powered vehicles evolves.

Financial Analysis 52

Financial Analysis Economics 52

https://trustedcfosolutions.com/feed/

JULY 8, 2022

This is an inefficient approach, and as a business grows, it diverts resources away from more pressing concerns such as customer service, marketing initiatives, or in-depth financial analysis. A lack of integration also eliminates instant access to data across the enterprise.

Currencies 109

Currencies Compliance Financial Analysis Construction 109

PYMNTS

NOVEMBER 10, 2020

Corporates, too, need access to transaction data for reconciliation, confirmation of payment and their own financial analysis, opening up the door for financial service providers to develop value-added services around those workflows.

B2B 117

B2B Banking B2C Reconciliations 117

CFO Share

JUNE 18, 2024

This setup allows for more precise budgeting and financial analysis, providing clearer insights into your business performance. Implement Sign-Offs and Quality Assurance from Other Departments Asking your bookkeeper to validate all financial data is unrealistic and sets them up for failure.

General Ledger 105

General Ledger CFO Accounts Payable Financial Data 105

Cube Software

JUNE 26, 2023

The results are in: Cube receives multiple #1 rankings in G2’s Summer Report Cube’s G2 badges were earned across several disciplines, including Corporate Performance Management (CPM) , Financial Close , Financial Analysis , and Budgeting and Forecasting.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

Cube Software

JANUARY 29, 2024

Revisiting vertical analysis in financial statements Financial analysis can get pretty complex. As it gets more intricate, figuring out which data really matters—and what's just noise or not relevant to your company’s goals—can be tricky.

Financial Analysis 52

Financial Analysis 52

Cube Software

DECEMBER 20, 2023

Breaking news: Cube receives 30 badges in G2’s Winter Report In addition to earning top spots for Budgeting and Forecasting , Cube’s G2 badges were earned across several disciplines, including Corporate Performance Management , Financial Close , and Financial Analysis.

Forecasting 52

Forecasting Budgeting Financial Analysis 52

FISPAN

DECEMBER 8, 2021

Anek brings an extensive background in business development and customer success, with key specializations including project scoping, business and financial analysis, and relationship management.

Financial Analysis 59

Financial Analysis Education Economics Banking 59

CFO Talks

OCTOBER 22, 2024

Her fascination with financial analysis has shaped her career, helping her guide businesses toward growth and improvement. It’s a routine that ensures she is never rushed and is mentally prepared for the challenges ahead. The Power of Numbers and Teaching From a young age, Engela was drawn to the clarity and honesty of numbers.

Leadership 98

Leadership CFO Prioritization Financial Analysis 98