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

Spreadym

MAY 10, 2023

You can analyze the potential returns and risks associated with different investment options by adjusting variables such as interest rates, market conditions, or investment durations. Risk Management: What-if analysis is also useful in risk management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Risk Management 52

Spreadym

JUNE 27, 2023

Financial Forecasting: FP&A professionals forecast the financial performance of an organization over a specific period, typically one to five years. This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JULY 19, 2022

That's why we've put together this list of the best FP&A tools on the market, including what each one is, how it can benefit you, and where you can find it. FP&A teams are responsible for transforming this knowledge into the groundwork for long-term financial growth, stability, and success for the organization. Risk Management.

Financial Planning and Analysis (FP&A) 96

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

CFO Talks

NOVEMBER 11, 2024

Thobile’s passion for finance sparked in high school with her love for mathematics and the challenge of balancing financial statements. This interest solidified during her BCom studies, where she found satisfaction in analyzing financial statements and market trends.

CFO 52

CFO Leadership Problem Solving Communication 52

E78 Partners

NOVEMBER 26, 2024

At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management. Bringing in a consultant during these phases can prevent future pitfalls and streamline the process toward a successful exit.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

E78 Partners

NOVEMBER 26, 2024

At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management. Bringing in a consultant during these phases can prevent future pitfalls and streamline the process toward a successful exit.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. 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.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team.

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

Future CFO

OCTOBER 11, 2020

We started to anticipate the business offerings that will resonate in this unprecedented times, came up with a few within two weeks and push them out in the markets. Risk Management. One is traditional and the other using predictive models. The models have been rather accurate and we have using these for years.

CFO 40

CFO Forecasting Finance Financial Modeling 40

The Finance Weekly

NOVEMBER 20, 2023

Forecasting and Predictive Analytics AI uses its analytical capabilities to examine past financial data, market patterns, and macroeconomic signals. It produces reliable predictions and strong predictive models, enabling it to confidently predict a company's financial performance.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JANUARY 21, 2024

Problem 1: Using Old and Cumbersome Excel Models Many of us have developed a financial reporting process that uses workarounds for limitations in our ERP software and to ensure we can meet our deadlines without accidentally breaking something. These legacy financial models typically appear overly complicated.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

Spreadym

SEPTEMBER 27, 2023

Risk Management: CPM also involves identifying and managing risks that could affect the achievement of strategic goals. This includes assessing financial risks, market risks, and operational risks.

SAP 59

SAP Budgeting Forecasting Auditing 59

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. This involves regular check-ins, updates, and adjustments based on feedback and evolving circumstances.

CFO 52

CFO Communication Finance Budgeting 52

CFO News Room

NOVEMBER 1, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Full Transcript: Michael: Welcome, Mindy Crary, to the “Financial Advisor Success” podcast. And I get many more questions about implementation than I do maintaining a financial model.

Planning 130

Planning Investments Accounting Numbers 130

The Charity CFO

APRIL 27, 2022

So, um, my story, I, you know, I graduated from college right after nine 11, which is a horrible time to enter into the job force, especially so for somebody that desperately wanted to work a, in the field of marketing and advertising. How many nonprofit organizations look at digital marketing specifically as a revenue generator?

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Barry Ritholtz

APRIL 4, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. Ken was there at the beginning of the private credit markets when he was working at Drexel. 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

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.

Technology 111

Technology Finance Leverage Investments 111