CFO Share

APRIL 8, 2024

Your cash runway is the lifeline of your business, dictating how long you can operate under current conditions before needing additional financial resources. A runway shorter than three months indicates urgent action is needed to either: secure more funding, increase cash flow, or cut expenses.

Financial Analysis 102

Financial Analysis Sales Manufacturing CFO 102

Future CFO

JANUARY 22, 2024

Enhanced Financial Security The rapid integration of technology has underscored the paramount importance of data security and privacy within the accounting industry. As sensitive financial data is transmitted and stored electronically, robust security measures have become paramount to safeguarding sensitive information.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

Spreadym

FEBRUARY 12, 2023

All these developments are displayed not only in documents, reports and final results of the company, they are subject to serious adjustments in installed business systems, like bi tools, financial analysis software, manufacturing planning software, resource planning software and others.

Financial Analysis 52

Financial Analysis Manufacturing Strategic Planning Construction 52

PYMNTS

MAY 13, 2019

Prioritizing data integration led Complete Controller to recently choose MoreReporting as its next product offering, a solution that integrates with QuickBooks to provide cash flow and financial analysis for users. In the U.S.,

Accounting 61

Accounting Compliance Prioritization Financial Analysis 61

CFO News Room

JANUARY 18, 2023

Not only are they well-compensated for their work, but they also play an integral role in providing financial security through analysis and calculations of different kinds of life insurance policies. In-demand roles include data scientist, software developer, security & systems analyst, and business analyst.

Education 130

Education Leadership Communication Sales 130

CFO Plans

SEPTEMBER 24, 2024

Virtual CFOs provide comprehensive small business bookkeeping services , meticulously recording every financial transaction. This accuracy not only maintains financial integrity but also simplifies financial analysis and reporting, making it easier to track progress and plan for the future.

Startups 52

Startups CFO Financial Analysis Risk Management 52

Onplan

JANUARY 19, 2022

If you can’t help but wonder why such a large number of people would quit their job and step away from the security of their positions in an economically turbulent time, the answer is simple: they think they can do better. Listen to employees. The more transparent a company is, the easier it is for employees to plan their future accordingly.

Communication 97

Communication Leadership Planning Financial Analysis 97

CFO Leadership

OCTOBER 10, 2023

What data governance, privacy and security procedures do we have in place or need? Cross-functional input can help surface potential data security, data privacy, risk management, legal or compliance risks before you even bring advanced AI technologies like generative AI into your team’s workflows. Where is that data located?

Financial Planning and Analysis (FP&A) 115

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

CFO Talks

JANUARY 30, 2025

Balancing Short-Term and Long-Term Goals Leana and Roger also discussed the balancing act between achieving short-term financial targets and long-term strategic objectives. “If sales are down, consider adjusting margins for key clients to gain trust and secure larger contracts in the future,” he suggested.

Communication 52

Communication CFO Valuation Construction 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. The completion of bank reconciliations and management reports falls under the Controller’s purview, who also prepares and issues financial statements.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Boston Startup CFO

APRIL 12, 2024

Product Roadmap We can conduct a thorough financial analysis and feasibility study of each products’ development and launch. Human Resources Alignment Working with your HR department, our firm will align your workforce strategy with your financial goals.

Strategic Planning 40

Strategic Planning Planning Budgeting Prioritization 40

CFO News Room

JANUARY 11, 2023

Pursuing a career in banking is often worth the effort, with higher salaries and more job security available than in many other industries. Major banks offer competitive pay and benefits and the opportunity to grow professionally, such as knowledge of financial markets and financial analysis.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Beacon CFO Plus

NOVEMBER 15, 2023

Access to Networks: Fractional CFOs often bring with them a network of contacts and resources in the financial industry, which can help you secure funding, partnerships, or financial services. Risk Management: Identifying and mitigating financial risks is crucial for SMEs. This helps you make informed decisions.

CFO 52

CFO Budgeting Financial Analysis Strategic Planning 52

CFO Share

OCTOBER 6, 2023

Some of the best methods to assess business value are: Liquidation Method Market Comparisons Future Earnings Projections Liquidation Method A liquidation financial analysis calculates the net cash amount that would be received if all of the company’s assets were sold, and liabilities paid off today.

Valuation 52

Valuation Financial Analysis Startups Benchmarking 52

Beacon CFO Plus

MARCH 12, 2024

These are just a few things a part-time CFO can do: Conduct a comprehensive financial analysis to identify areas of potential cost savings and efficiency improvements. Explore financing options and establish relationships with lenders to secure necessary funding during cash flow challenges.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Financial Analysis Invoicing 52

Spreadym

FEBRUARY 22, 2023

It will involve participation of risk management, corporate security service and IT service in procedure. And this is the reason for the complexity of working with financial analysis and operational planning software. Also, links between elements of business information are not saved, which can also make analysis difficult.

Budgeting 52

Budgeting Financial Analysis Risk Management Planning 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 Thought Leader

AUGUST 6, 2024

This pivot led him to the National Marine Fisheries Service (NMFS), where he gained invaluable experience in loan origination and financial analysis. Despite the security and stability of his government job, Potvin felt increasingly constrained by bureaucratic micromanagement.

CFO 52

CFO Finance Financial Analysis Leadership 52

CFO Plans

MAY 30, 2024

Fractional CFO services offer a cost-effective solution, providing high-level financial strategy and oversight without the full-time salary. Consider the case of a growing tech startup that utilized fractional CFO services to develop a robust financial plan, which helped secure additional funding and scale operations efficiently.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO Share

DECEMBER 9, 2023

In response, the business turns to financial forecasting to evaluate its cash reserves and identify strategies to mitigate cash burn. The analysis suggests optimizing operational expenses and halting non-essential spending could extend the company’s financial runway, buying time to secure new clients and diversify its revenue sources.

Forecasting 52

Forecasting Planning Currencies Startups 52

PYMNTS

APRIL 23, 2019

Rodriguez said that understanding financial health is an important part of developing a financing strategy, and knowing how an entrepreneur can grow their business outside of using personal credit lines or credit cards. The firm secured $1.8 At first, their entrance threatened the future of the human accountant.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

Jedox Finance

SEPTEMBER 6, 2022

From new visualizations to security enhancements, to planning assistance that helps you avoid making costly mistakes, the new release increases your teams’ efficiency in operating the business. The Jedox platform 2022.3 How the Jedox planning and performance platform 2022.3 release simplifies reporting and operations.

Planning 52

Planning Profit and Loss Forecasting Financial Analysis 52

The Finance Weekly

DECEMBER 30, 2021

Business intelligence, data security, and and has proved particularly effective for finance departments, given the recent powerful innovations in finance technologies. Moreover, how do you ensure data quality, security, and privacy as cybersecurity breaches stubbornly persist? Education of business executives of the transformation.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

JANUARY 27, 2023

M1 Finance is known for letting users invest in pies, which means that you can invest in different securities that make up slices of the whole pie. Webull also attracts more sophisticated investors by offering innovative tools like advanced charting and comprehensive financial analysis. How do you get free stocks with Webull?

Investments 130

Investments Education Accounting Finance 130

The Finance Weekly

JULY 19, 2022

FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. What is FP&A?

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Forecasting Budgeting Planning 96

Finvisage

DECEMBER 31, 2019

Our monitoring system would have recorded financial alteration sources there and then giving Patisserie Valerie an opportunity to take corrective measures internally without getting their stock taking a big hit due to public release. Samsung Electronics’ unsecured financial data was shredded due to inadequate security measures.

Reconciliations 52

Reconciliations Accounting Financial Analysis Construction 52

Boston Startup CFO

FEBRUARY 6, 2024

A Fractional CFO becomes a vital ally in formulating these plans and guiding your company towards its financial goals while deftly navigating potential challenges. Data-Driven Decisions: Armed with the expertise to provide in-depth financial analysis and reporting, a Fractional CFO empowers you to make well-informed, data-driven decisions.

CFO 40

CFO Concentration Financial Analysis Budgeting 40

CFO Leadership

APRIL 2, 2024

Lessen the workload with technology Many accountants spend a large portion of their time doing basic, repetitive tasks rather than more strategic financial analysis. Before contracting an offshore accounting partner, review their data security protocols and verify they meet ISO and SOC standards, as well as GDPR compliance.

Accounting 52

Accounting Accounts Payable Compliance Budgeting 52

CFO Plans

SEPTEMBER 24, 2024

Empowering Small Businesses with Remote Financial Management Services Remote financial management services allow small businesses to manage their finances from a distance. These services encompass everything from bookkeeping and payroll to tax preparation and financial analysis.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Thought Leader

MARCH 25, 2025

Similarly, GitLab is like the iPhone for software developers: we enable people (to) make software better, faster, cheaper, and more secure. Then the iPhone brought everything into one seamless device with a great user experience. Over the last fiscal year, we grew 31% with strong non-GAAP (gross) margins.

CFO 52

CFO Marketing GAAP Prioritization 52

CFO Share

AUGUST 8, 2023

The Role of Bookkeeping in KPIs Bookkeeping is the foundational layer upon which the edifice of financial analysis, including KPIs, is built. Adapt, evolve, and excel— reach out to us today and hire your fractional CFO to secure your business’s financial future.

Performance Measuring 52

Performance Measuring Manufacturing CFO Financial Analysis 52

Adam Kae

AUGUST 20, 2020

FICA (Social Security + Medicare tax) and FUTA/SUTA (unemployment tax) do not apply to either the employer (you) or the employee (your child(ren)). Financial Forecasting. Financial Analysis. The IRS doesn't want a lump sum to be paid to evade taxes (.ie FICA & FUTA. Budget Management. Risk Management.

Financial Analysis 52

Financial Analysis Risk Management Budgeting Forecasting 52

Future CFO

AUGUST 30, 2021

The specialist skills within finance and accounting that are proving to be the most difficult to find amongst job candidates include business/financial analysis, compliance, financial planning and analysis, risk, and internal audit. Among the most sought-after qualifications for the post below.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Problem Solving CFO 52

CFO Simplified

DECEMBER 12, 2021

In publicly traded companies, the CFO is also responsible for the company’s compliance with Securities and Exchange Commission (SEC) rules and regulations. CFOs are part of the company’s internal finance team just as bankers, and CPAs, are part of the company’s external finance team.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

Spreadym

JULY 21, 2023

Blockchain and Distributed Ledger Technology : Exploring the potential of blockchain for secure, transparent, and efficient financial transactions, such as cross-border payments and digital asset management. Risk Management and Security Implement comprehensive cybersecurity measures to protect sensitive financial data and transactions.

Finance 52

Finance Prioritization Compliance Leverage 52

Adam Kae

JANUARY 14, 2021

Secure your slot HERE. We are excited to announce ANOTHER excited Adam Kae event! Here are the hot topics: Part 1: Getting the Right Employees in the Right Seats. Part 2: Taxation Structure of Your Practice. Part 3: Monitoring Billing and Coding. Follow Us: Facebook: Adam Kae & Associates. Instagram: AdamKae_CFO.

CFO 52

CFO Securities Financial Analysis Healthcare 52

Musings on Markets

AUGUST 15, 2023

The first is that there is no risk that the issuer of the security will default on their contractual commitments. But what if government securities are viewed as risky? For an investment to be risk free then, it has to meet two conditions.

Investments 98

Investments Currencies Treasury Hurdle Rate 98