E78 Partners

NOVEMBER 26, 2024

When private equity firms seek to optimize the performance of their portfolio companies and maximize investment returns, partnering with the right consulting firm, like E78, can be a game-changer. Still, it’s often early in the investment cycle or when a portfolio company faces challenges requiring specialized knowledge.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

CFO Leadership

APRIL 5, 2023

While most executives easily understand the “soft” skills veterans have developed through the investment of millions of dollars’ worth of training and equipment from the Department of Defense, these same leaders accurately point to what veterans don’t bring – financial acumen.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

CFO News Room

FEBRUARY 5, 2022

Businesses use it to determine which discount rate makes the present value of future after-tax cash flows equal to the initial cost of the capital investment. If an investment will require capital that could be used elsewhere, the IRR is the lowest level of return from the project that is acceptable in order to justify the investment.

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Corporate Finance 130

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

Centage

SEPTEMBER 11, 2023

Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis. Shift funds to areas that need improvement or invest in initiatives that directly drive growth.

Financial Planning and Analysis (FP&A) 105

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

E78 Partners

OCTOBER 28, 2024

Private equity consultants offer expertise in optimizing portfolio companies, enhancing financial performance, and identifying new growth opportunities. By leveraging the insights of these experienced specialists, businesses can better navigate complex market conditions and maximize value creation.

Financial Modeling 52

Financial Modeling Risk Management Restructuring Investments 52

E78 Partners

AUGUST 15, 2023

They utilize advanced financial modeling techniques to predict outcomes and assess the viability of various business strategies. Leveraging FP&A Consultants for Long-Term Business Value The strategic insights and balance of technical and leadership acumen offered by FP&A consultants can transform a business’s trajectory.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Financial Modeling Forecasting 52

E78 Partners

NOVEMBER 26, 2024

When private equity firms seek to optimize the performance of their portfolio companies and maximize investment returns, partnering with the right consulting firm, like E78, can be a game-changer. Still, it’s often early in the investment cycle or when a portfolio company faces challenges requiring specialized knowledge.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

E78 Partners

NOVEMBER 26, 2024

When private equity firms seek to optimize the performance of their portfolio companies and maximize investment returns, partnering with the right consulting firm, like E78, can be a game-changer. Still, it’s often early in the investment cycle or when a portfolio company faces challenges requiring specialized knowledge.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

Future CFO

MARCH 27, 2025

Many CFOs are now leveraging AI-powered spend analytics to detect cost inefficiencies and identify savings opportunities across procurement, logistics, and operational expenditures." AI does not replace financial expertise, it amplifies it. Second, reimagine collaboration models.

Compliance 52

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

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

PYMNTS

MAY 6, 2020

“The extraordinary events taking place over the past two months have measurably expanded our market opportunity and accelerated the ongoing shift to connected fitness,” said Chief Financial Officer Jill Woodworth. Our fiscal year 2020 profitability outlook demonstrates the strength of our financial model when scale and leverage are achieved.

Prioritization 63

Prioritization Retail Sales Financial Modeling 63

CFO Thought Leader

MAY 20, 2024

With global uncertainties looming, he built a resilient financial model that ensured the company’s survival. Investing in talent development has always been a key part of Lafouge’s philosophy. One of Lafouge’s standout moments came during the COVID-19 pandemic, when he was the CFO of ride-sharing company BlaBlaCar.

CFO 52

CFO Leadership Restructuring Finance 52

CFO Talks

SEPTEMBER 12, 2024

Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios. Leverage Technology and Data Analytics Data-driven decision-making is key to navigating financial uncertainty with confidence.

Leverage 52

Leverage Forecasting Communication Economics 52

E78 Partners

SEPTEMBER 14, 2023

Business Planning and Budgeting (BP&B) is a strategic, operational, and financial management process that organizations use to plan, allocate resources, and manage their business performance effectively. BP&B process and acumen are foundational capabilities, fundamental to achieving an organization’s goals and objectives.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. Resource Allocation: Financial Planning and Analysis helps organizations allocate their resources effectively.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

NOVEMBER 16, 2023

Financial Modeling: FP&A software should support financial modeling, allowing users to create complex financial models to analyze different aspects of the business, such as cash flow, profitability, and return on investment. This ensures that everyone is working with the latest information.

Financial Planning and Analysis (FP&A) 59

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

Future CFO

MAY 22, 2024

As CFOs are in charge of managing finances , coordinating digital initiatives with financial objectives, and determining return on investment, they work with executives, oversee budgets for technology adoption, and assess the risks involved with digital initiatives. Such shifts include digital transformation, of course.

CFO 52

CFO Risk Management Leadership Communication 52

Collectiv

MARCH 5, 2025

By integrating planning with the broader data strategy , organizations are able to create more dynamic and scalable financial models. Making the Switch to Integrated Planning Organizations that successfully modernize their planning approach start by aligning their financial models with their overall data strategy.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. These forecasts are more aligned to financial modeling, rather than analytics as they include the balance sheet positions, cash flows and profitability in an integrated manner.

Technology 52

Technology Financial Modeling Forecasting Planning 52

The Finance Weekly

NOVEMBER 20, 2023

Equipped with precise forecasts and AI-driven insights, leaders in financial planning and analysis (FP&A) can: Base decisions on data Establish achievable financial objectives Adapt resource distribution Assess investment possibilities 4. Additionally, PWC recently invested 1 billion dollars in Generative AI.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

SEPTEMBER 27, 2023

Spreadym Spreadym is a corporate performance management (CPM) software designed to optimize various facets of performance management within a company, including planning, budgeting, forecasting, and financial reporting.

SAP 59

SAP Budgeting Forecasting Auditing 59

CFO Talks

NOVEMBER 11, 2024

To transition from a newly qualified accountant to a Chief Financial Officer (CFO), several key skills are essential: 1. Financial Acumen : A deep understanding of financial principles, reporting, and analysis is fundamental. Leverage Technology: Use technology to streamline tasks and improve efficiency.

CFO 52

CFO Leadership Problem Solving Communication 52

Michigan CFO

JUNE 7, 2023

Virtual CFOs leverage cloud-based accounting systems, collaborative tools, and remote communication to provide financial services to businesses on a part-time or “fractional” basis. Virtual CFOs also provide an experienced “sounding board” for business owners in dealing with uncertain or complex financial decisions.

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies. Investing Time and Resources Commitment is also measured in terms of resource allocation.

CFO 52

CFO Communication Finance Budgeting 52

BlueLight

JUNE 5, 2020

The other is the board observer sent by an investor who co-invested in the round. One great way to leverage observers is for domain expertise to drive strategic discussions based on their knowledge of the market or technology. Ideally these observers tap into their network and expertise to add value. Founding partner at G2VP?—?a

Startups 52

Startups Technology Investments Finance 52

PYMNTS

FEBRUARY 16, 2019

On the one hand, a move on blockchain isn’t terribly surprising on its own, as JPMorgan has already done that with a variety of investments, including R3 and Quorum. Detailed financial models showed merchants the billions they would save using new schemes that sidestepped the card networks,” Webster wrote.

Retail 57

Retail Planning Prioritization Banking 57

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Numbers 130

Spreadym

AUGUST 10, 2023

Spreadym Spreadym is a financial planning and analysis (FP&A) software designed to enhance planning, budgeting, forecasting and financial reporting processes within a company. It operates within an Excel-native environment, providing users with a familiar interface while leveraging the advantages of a planning platform.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) Accounting Standards CFO 52

Barry Ritholtz

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. Key features — The top features each platform is known for or has invested in. Customers success. Final thoughts on Anaplan.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JULY 31, 2023

Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies. By leveraging AI algorithms and automation, finance professionals can effectively manage complex financial models and optimize investment strategies.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Global Finance

DECEMBER 27, 2024

As CFOs navigate this complex terrain and adapt their business processes, and decide how large a financial commitment to make to it, they must understand the implications for their financial models, risk management practices, and overall business operations. CAGR to 2034. increase from last year.

Technology 111

Technology Finance Leverage Investments 111

CFO Talks

MARCH 12, 2025

New regulations, technologies, and trends emerge, affecting businesses, investments, and financial decision-making. Lifelong learning ensures that your knowledge stays relevant, helping you make informed decisions, improve your career prospects, and stay ahead in the financial world.

Finance 52

Finance IFRS Compliance Financial Modeling 52

E78 Partners

OCTOBER 30, 2024

To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). This means that traditional approaches to performance management are no longer sufficient.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59