E78 Partners

NOVEMBER 26, 2024

By leveraging specialized expertise, private equity consultants can quickly diagnose issues and implement strategies to improve profitability, optimize operations, or recalibrate growth plans. Their understanding of similar businesses can provide valuable insights and help you achieve your goals.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

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

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. This dual imperative has redefined the role of finance leaders, as they work to align corporate strategies with environmental and social goals.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO Thought Leader

JUNE 27, 2024

His current priorities include enhancing IT systems and customer interaction platforms, along with further automating processes to leverage data effectively. 1,012: The Last Unlock: Empowering Teams | John Lutz, CFO, Sellars The post The Mentoring Round | John Lutz, CFO, Sellars appeared first on CFO THOUGHT LEADER.

CFO 52

CFO Financial Modeling Leverage Technology 52

Centage

AUGUST 8, 2023

Excel requires a lot of specialized knowledge and managing financials within it can be particularly brittle and unreliable. Multiple Users and Sharing Spreadsheets In the early days of a company’s life cycle, it can easily set up its financials in a single workbook on a single budget spreadsheet.

Budgeting 98

Budgeting Planning Forecasting Financial Modeling 98

CFO News Room

FEBRUARY 5, 2022

The second method is preferable because financial modeling works best when it is transparent, detailed, and easy to audit. Multiple projects can have the same IRR but dramatically different returns due to the timing and size of cash flows, the amount of leverage used, or differences in return assumptions. Source link.

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Corporate Finance 130

Bramasol

APRIL 15, 2024

Scenario Two - Dynamic Financial Planning and Modeling With the above described infrastructure enabling broad enterprise-wide access to shared data, AI and Gen-AI can combine to provide advanced planning and modeling capabilities. to drive financial models.

SAP 81

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 81

Centage

SEPTEMBER 11, 2023

Scenario Planning Proactively prepare for different future scenarios by using your financial variances to conduct scenario planning. This process involves financial modeling of different outcomes based on various assumptions. 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

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

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

CFO Thought Leader

MAY 8, 2024

Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to handle pressure and complexity—a foundational skill for any leader.

CFO 52

CFO Financial Modeling Forecasting Numbers 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

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

Spreadym

NOVEMBER 16, 2023

Collaboration and Workflow Management: Features for collaboration and workflow management facilitate communication and coordination among team members involved in the financial planning process. Pros of Vena for FP&A Flexible Modeling: Vena is known for its flexibility in financial modeling.

Financial Planning and Analysis (FP&A) 59

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

E78 Partners

SEPTEMBER 14, 2023

This assessment provides an actionable blueprint for effective strategy execution and enables informed financial decisions through dynamic financial models and scenario analysis. Resource Allocation & Prioritization : Evaluate if resources are optimized and aligned with strategic imperatives.

Financial Planning and Analysis (FP&A) 52

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

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. Lafouge’s journey has been marked by the pursuit of new experience, whether it’s through leveraging AI for operational improvements or raising customer service standards.

CFO 52

CFO Leadership Restructuring Finance 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

CFO Network

FEBRUARY 14, 2024

Expert Financial Analysis A Fractional CFO brings a fresh perspective to your financial landscape. Their expertise in financial modeling can provide invaluable insights into your company’s performance. Strategic Financial Planning Effective financial strategy is built on a solid foundation of planning.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 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. They develop financial models that simulate various scenarios and assess the outcomes on key financial metrics.

Financial Planning and Analysis (FP&A) 52

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

CFO Share

JUNE 11, 2024

Unlike in-house teams, which handle a broad range of financial tasks and rarely see other financial models, outsourced CFOs build forecasts for a variety of businesses. This high volume of work hones their skills, making them exceptionally efficient and precise.

Forecasting 52

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

E78 Partners

NOVEMBER 26, 2024

By leveraging specialized expertise, private equity consultants can quickly diagnose issues and implement strategies to improve profitability, optimize operations, or recalibrate growth plans. Their understanding of similar businesses can provide valuable insights and help you achieve your goals.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

E78 Partners

NOVEMBER 26, 2024

By leveraging specialized expertise, private equity consultants can quickly diagnose issues and implement strategies to improve profitability, optimize operations, or recalibrate growth plans. Their understanding of similar businesses can provide valuable insights and help you achieve your goals.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

VCFO

JUNE 12, 2023

Brandon has lectured on best practices in financial modeling at the University of Houston’s CT Bauer School of Business, and has also contributed articles to Forbes Asia on manufacturing processes and the introduction of venture capital to emerging markets.

CFO 40

CFO Healthcare Financial Modeling Education 40

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

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 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. What Do Virtual CFOs Do? Insights for Growth and Profitability: Virtual CFOs conduct profitability analysis and identify growth opportunities.

CFO 52

CFO Problem Solving Budgeting Financial Systems 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

Future CFO

MAY 22, 2024

“While they may not dictate every aspect of the transformation, their strategic oversight ensures alignment with financial objectives and risk management priorities,” he opines. For the Ateria Group CFO, financial leaders must take a strategic, flexible, and all-encompassing strategy to lead the digital transformation.

CFO 52

CFO Risk Management Leadership Communication 52

The Finance Weekly

NOVEMBER 20, 2023

These tools examine factors such as market changes, regulations, and credit risks to pinpoint potential threats to financial performance.

Financial Planning and Analysis (FP&A) 52

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

Planful

MAY 7, 2021

This will ultimately help your business by: Creating workforce planning scenarios, connected to hiring plans and financial models. For effective workforce planning, an FP&A platform helps your teams leverage a single source of truth to better understand how to set clear objectives for strategic analysis.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Forecasting Financial Modeling 40

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. Leveraging Data for Insights A data-driven approach is central to identifying areas for improvement.

CFO 52

CFO Communication Finance Budgeting 52

Planful

AUGUST 30, 2016

Here, I was expecting Finance Transformation to be the top response, but was pleased to see Financial Modeling coming in as the top initiative at 49% of responses. This was followed closely by Forecasting with Predictive Analytics (26%), then Financial Transformation (41%). 28% – Use of Big Data or Non-Financial Data.

Finance 40

Finance Budgeting Forecasting Planning 40

PYMNTS

FEBRUARY 16, 2019

Detailed financial models showed merchants the billions they would save using new schemes that sidestepped the card networks,” Webster wrote. smartphone market and can be counted on to use that leverage to promote the new service. So can Apple save online journalism ?

Retail 57

Retail Planning Prioritization Banking 57