CFO Talks

MARCH 14, 2024

No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape.

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Prioritization CFO Leverage Risk Management 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.

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Leverage Forecasting Communication Economics 52

CFO Thought Leader

MAY 20, 2024

Back in 2001, Lafouge stepped into a pivotal finance leadership role with Technip, a technology provider to the energy industry. 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.

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CFO Leadership Restructuring Finance 52

E78 Partners

NOVEMBER 25, 2024

Transaction services have become essential for businesses navigating complex financial landscapes in today’s fast-paced and technology-driven world. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 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.

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CFO Financial Modeling Forecasting Numbers 52

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. Additionally, it optimizes resource allocation, fosters integrated insights, and harnesses modern technology for a competitive edge.

Financial Planning and Analysis (FP&A) 52

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

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 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.

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Finance Profit and Loss CFO Leadership 98

Future CFO

MAY 22, 2024

Strategic leaders Ng believes CFOs play a pivotal role in spearheading the company’s digital transformation initiative, acting as a strategic leader in aligning financial goals with technological advancements. Such shifts include digital transformation, of course.

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CFO Leadership Risk Management Communication 52

E78 Partners

NOVEMBER 25, 2024

Transaction services have become essential for businesses navigating complex financial landscapes in today’s fast-paced and technology-driven world. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

Transaction services have become essential for businesses navigating complex financial landscapes in today’s fast-paced and technology-driven world. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 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. Recognizing and Rewarding Adaptation Recognition plays a crucial role in fostering commitment.

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CFO Communication Finance Budgeting 52

Spreadym

SEPTEMBER 27, 2023

Technology and Software: Many organizations use dedicated CPM software solutions to facilitate the above processes, automate data collection, reporting, and analysis, and improve decision-making. It allows organizations to create detailed financial models and forecasts, making it suitable for complex planning processes.

SAP 59

SAP Budgeting Forecasting Auditing 59

Planful

MAY 7, 2021

Why FP&A Technology for Workforce Planning? FP&A is charged with analyzing your business, modeling potential options, and helping the business budget and plan for the short- and long-term future. With FP&A technology that supports workforce planning, you are able to: 1. Build Standardized Processes.

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

BlueLight

JUNE 5, 2020

One great way to leverage observers is for domain expertise to drive strategic discussions based on their knowledge of the market or technology. For example, a highly technical founding team with proprietary technology might not know how to package a product. Founding partner at G2VP?—?a Disclaimer?—?The

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Startups Technology Investments Finance 52

Michigan CFO

JUNE 7, 2023

CFOs play a pivotal role in strategic decision-making, ensuring the financial health and stability of the business. Evolution of the Virtual CFO Concept With the rise of remote work and advancements in technology, the concept of a virtual CFO has gained significant traction.

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CFO Talks

NOVEMBER 11, 2024

Global Engagements : Regular participant in international finance conferences, helping shape a modern, technology-driven finance department. Engaging with industry leaders and participating in discussions about emerging trends broadened my perspective and inspired me to embrace new technologies in finance.

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CFO Leadership Problem Solving Communication 52

PYMNTS

FEBRUARY 16, 2019

And JPMC has long touted the merits as the blockchain as a technology type. The application of this exciting technology is another step in our front-end experience transformation.”. Detailed financial models showed merchants the billions they would save using new schemes that sidestepped the card networks,” Webster wrote.

Retail 57

Retail Prioritization Planning Banking 57

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

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.

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

CFO News Room

NOVEMBER 1, 2022

And I get many more questions about implementation than I do maintaining a financial model. ” Leveraging Yelp, Online Searches, And Referrals To Increase Firm Growth [1:02:53]. So they get technology reimbursement fees. But most people are then more focused on what implementation looks like. I buy them computers.

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Planning Investments Accounting Numbers 130

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. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JULY 31, 2023

They highlighted how AI technology is transforming the way finance and accounting teams work with data and make decisions. Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies. However, as technology progresses, the use of RPA expands beyond finance.

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Corporate Finance Finance Leverage Accounts Payable 52

Barry Ritholtz

APRIL 4, 2023

And you know, it’s funny, when I was on the road in the early days, you know, talk about even post GFC, you’d meet with large scale institutions and you talk about senior secured loans, private lending, covenants, reasonable leverage, et cetera, et cetera. KENCEL: So, now, leverage is lower. We focus on market leaders.

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