CFO Thought Leader

JANUARY 15, 2025

Originally honing his financial acumen at Silicon Valley Bank, he gained close exposure to startup ecosystems and leveraged finance transactions. Ultimately, he stepped into the fast-paced realm of growth-stage companies, seeking to become a true financial operator. This revelation set the tone for Wongs career journey.

CFO 52

CFO Banking Prioritization Leverage 52

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. From digital tools for financial analysis to technologies that improve operational efficiency, staying ahead of the curve will be key.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO Talks

OCTOBER 22, 2024

Her fascination with financial analysis has shaped her career, helping her guide businesses toward growth and improvement. She fosters this inclusivity through regular team-building sessions, aimed at strengthening bonds and leveraging the strengths of her team members.

Leadership 98

Leadership CFO Prioritization Financial Analysis 98

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 Forecasting 130

Musings on Markets

FEBRUARY 8, 2025

First, I use industry average betas, adjusted for leverage, rather than the company regression beta, because because the averages (I title them bottom up betas) are significantly better at explaining differences in returns across stocks.

Hurdle Rate 72

Hurdle Rate Valuation Corporate Finance Currencies 72

CFO Talks

JANUARY 30, 2025

This growth was achieved through a combination of ambitious targets, clear KPIs, bonus systems, and new marketing initiatives. “We set daily production goals for factory staff and leveraged LinkedIn campaigns to reach architects and project managers in the construction industry,” he said.

Communication 52

Communication CFO Valuation Construction 52

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Businesses are really seeking ways to harness data to leverage their data.

Finance 98

Finance CFO Forecasting Leadership 98

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

SEPTEMBER 24, 2024

Enter affordable virtual CFO services—a game-changer that offers scalable financial strategies tailored specifically for startups. Discover affordable virtual CFO services that can transform your startup’s financial management today.

Startups 52

Startups CFO Financial Analysis Risk Management 52

VCFO

MAY 17, 2024

v360 goes beyond traditional financial analysis and simple snapshots. v360 delves deeply into each of these areas in the way prospective buyers would, looking for leverage points to lean on and details that could derail opportunities if left unattended. How is v360 Different?

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

CFO Talks

FEBRUARY 2, 2024

These competencies not only strengthen the financial backbone of an organisation but also prepare it to navigate through uncertainties and market volatility. Risk Management: Effective risk management is a multifaceted approach, involving more than just financial analysis.

CFO 52

CFO Risk Management Strategic Planning Forecasting 52

Strategic Treasurer

FEBRUARY 7, 2022

Open Banking APIs Enhance Analysis Through Machine Learning-Powered Search. Host Craig Jeffery sits down with Joseph Drambarean, Chief Technology Officer at Trovata, to discuss how open banking APIs enhance financial analysis through machine learning-powered search. Related Resources.

Banking 52

Banking Treasury Cash Management Financial Analysis 52

Focus CFO

DECEMBER 6, 2021

A fractional CFO is in the best position to do this because they have the overall organization in their view, which means they can tie in different areas of the business to create alignment around a strategic financial plan. Identifying Current Challenges. Increasing Communication.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

CFO Talks

MARCH 14, 2024

Risk Management: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical. This includes not just financial risks but also operational, regulatory, and strategic risks.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Plans

JUNE 13, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. These part-time financial experts provide strategic guidance without the hefty price tag of a full-time CFO, making high-level financial leadership accessible to all businesses.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

JUNE 7, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. These part-time financial experts provide strategic guidance without the hefty price tag of a full-time CFO, making high-level financial leadership accessible to all businesses.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

JUNE 27, 2024

By leveraging tailored financial solutions, companies can drive growth and navigate the financial landscape with confidence. By leveraging the expertise of professional accountants, businesses can optimize their tax strategies and allocate resources more effectively. Get expert tax planning and maximize your savings.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 52

CFO Talks

DECEMBER 5, 2024

The role of a CFO in a company has evolved over the years, providing key insights through financial analysis is an integral part of the role as this helps with decision making. Investing in technology (smart accounting and data analysis systems, etc.), What advice would you give to someone aspiring to be a CFO?

CFO 52

CFO Finance Accounting Communication 52

E78 Partners

AUGUST 1, 2023

Additionally, it provides an opportunity to leverage specialized expertise from different target companies and capitalize on synergies for accelerated growth. The failure to do so may result in missed synergies, inefficiencies, and missed opportunities to leverage the collective expertise of the newly acquired companies.

Leverage 52

Leverage Financial Analysis Accounting Budgeting 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. Financial Analysis: Financial analysis is a continuous stage that runs throughout the FP&A process.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

SEPTEMBER 24, 2024

Learn More About Real-Time Financial Reporting Strategic Financial Consulting for Tailored Growth Strategies Every small business is unique, and so are its financial needs. Strategic Financial Consulting offers customized solutions designed to address specific challenges and opportunities.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

CFO Plans

SEPTEMBER 24, 2024

Unlocking the Power of Virtual Accounting Services for Small Businesses Virtual accounting services for small businesses provide access to high-quality financial expertise without the hefty price tag. These services offer numerous benefits, including cost savings, flexibility, and access to a wide range of financial expertise.

CFO 52

CFO Startups Tax Planning Accounting 52

Beacon CFO Plus

MARCH 12, 2024

A robust cash flow management strategy is essential for meeting short-term obligations, investing in growth opportunities, and maintaining financial resilience. Invest in financial technology (fintech) solutions. Leverage technology to streamline financial processes and enhance efficiency.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Financial Analysis Invoicing 52

Beacon CFO Plus

MAY 5, 2023

Financial institutions are increasingly leveraging NLP technologies to improve their customer service and streamline various financial processes. The application of Chat GPT in finance has been rapidly growing with the rise of digital banking and the demand for seamless customer experiences.

Finance 52

Finance CFO Financial Analysis Leverage 52

CFO Plans

OCTOBER 9, 2024

The Importance of Business Tax Optimization Business tax optimization is crucial for any company seeking to minimize its tax liabilities while boosting its financial performance. By effectively leveraging business tax deductions, companies can reduce their taxable income, releasing capital for reinvestment and innovation.

Compliance 52

Compliance Tax Planning CFO Concentration 52

CFO Network

FEBRUARY 14, 2024

In contrast, a Fractional CFO allows you to access top-tier financial talent without the financial burden. Expert Financial Analysis A Fractional CFO brings a fresh perspective to your financial landscape. In the competitive business landscape, staying ahead requires intelligent financial management.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 52

PYMNTS

APRIL 23, 2019

These struggles are shaping the accounting technology landscape, as well as the relationship between technology and human accountants, as the sector looks to ease the pressure of number-crunching and financial analysis from small business owners’ shoulders.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

CFO Plans

AUGUST 16, 2024

A seasoned financial consultant can offer tailored advice that aligns with your investment goals. By leveraging their expertise, you can make informed decisions that enhance your portfolio’s profitability. This can significantly reduce your taxable income. Knowing which expenses qualify can save you a considerable amount.

Accounting 52

Accounting CFO Compliance Leverage 52

The Finance Weekly

DECEMBER 30, 2021

Large companies are firmly embracing robotic process automation (RPA), leveraging sophisticated data analytics and visualization tools, and exploring the use of blockchain and other new technologies. Due to inadequate training, users aren’t leveraging the ERP system’s full capabilities. For example, could RPA benefit the team?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

The Charity CFO

APRIL 28, 2023

Financial forecasting services can also help you plan for the future. Financial Analysis Financial analysis can provide valuable insights into your nonprofit’s financial performance. Running a nonprofit organization is challenging, and financial management and accounting can be particularly complex.

Nonprofit 52

Nonprofit Accounting Firms Accounting Auditing 52

Centage

SEPTEMBER 11, 2023

Measure Business Performance with Budget vs Actuals Analysis Get the data-driven information you need to create a clear roadmap to assess your company’s financial health, detect discrepancies, and make informed decisions.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

E78 Partners

AUGUST 21, 2023

Leveraging our industry expertise and comprehensive suite of services, we assist in thorough evaluations of target companies, including financial analysis, operational assessments, and risk identification. By leveraging our services, PE firms can mitigate risks, uncover opportunities, and maximize the value of their investments.

Planning 52

Planning Valuation Restructuring Leverage 52

CFO Plans

MAY 30, 2024

Manufacturing Accounting Solutions Optimize Production Costs Manufacturing businesses have complex accounting needs, including inventory management, cost accounting, and financial analysis. Revolutionize your financial management with cloud-based accounting.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO Share

APRIL 25, 2024

As a result, if your business is in financial trouble, you probably feel an unusual mix of hope and desperation, anxiety and optimism. Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

As a result, if your business is in financial trouble, you probably feel an unusual mix of hope and desperation, anxiety and optimism. Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO.

CFO 52

CFO Forecasting Restructuring Prioritization 52