E78 Partners

OCTOBER 28, 2024

They also assist private equity firms in finding potential investment opportunities, evaluating the financial and operational health of target companies, and enhancing the value of portfolio companies through performance improvements and growth strategies.

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

CFO Talks

FEBRUARY 9, 2024

The decision to maintain interest rates underscores the importance of astute risk assessment. When interest rates remain stable, CFOs can confidently plan their finances, minimising the risks associated with interest rate fluctuations. When interest rates remain steady, CFOs must meticulously review their financial projections.

CFO 52

CFO Strategic Planning Communication Risk Management 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. This enables management to take corrective actions, implement efficiency measures, and evaluate the success of initiatives.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

NOVEMBER 12, 2024

Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness. Collaborating with the strategic FP&A team early in the process is particularly valuable, as their forecasts and financial models provide key inputs for impairment testing and other complex calculations.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

E78 Partners

NOVEMBER 12, 2024

Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness. Collaborating with the strategic FP&A team early in the process is particularly valuable, as their forecasts and financial models provide key inputs for impairment testing and other complex calculations.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

Future CFO

MAY 22, 2024

Jackson Ng “They are responsible for assessing the financial feasibility of digital projects, ensuring their alignment with the company’s overall objectives, and allocating resources efficiently.” 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

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

The Finance Weekly

JULY 19, 2022

FP&A teams are responsible for a variety of activities, including periodic financial close and consolidations, strategic and annual planning, monthly forecasting, cash flow forecasting, financial reporting, financial modeling, and what-if scenario planning and analysis. Risk Management.

Financial Planning and Analysis (FP&A) 96

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

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

E78 Partners

NOVEMBER 26, 2024

Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed. 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.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

E78 Partners

NOVEMBER 26, 2024

Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed. 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.

Investments 52

Investments Valuation Financial Modeling 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

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. The ability to present data clearly and persuasively is essential.

CFO 52

CFO Leadership Problem Solving Communication 52

Future CFO

SEPTEMBER 30, 2022

Furthermore, the risks and the costs of a cyber incident were difficult to quantify and present in financial models. Phillip Ivancic : I think this perception generally stems from the fact that for long-time cyber security control, and cyber terminology, were often presented in very technical ways. Phillip Ivancic.

CFO 52

CFO Budgeting Securities Investments 52

CFO Simplified

DECEMBER 12, 2021

Overseeing risk management. CFOs are part of the company’s internal finance team just as bankers, and CPAs, are part of the company’s external finance team. What are the Corporate Functions of the Roles of Finance vs. Accounting? . Roles and Responsibilities in the finance department include: . Business fundraising/borrowing.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

Future CFO

OCTOBER 11, 2020

Risk Management. We’ve done scenario planning and stress tests to anticipate the impact on financials models, translating risks into recommendations to business actions. FutureCFO: How’s the finance team working together now? What have you learnt from it ?

CFO 40

CFO Forecasting Finance Financial Modeling 40

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

The Finance Weekly

NOVEMBER 20, 2023

Risk and Expenses Management AI-driven , tools for risk management empower FP&A leaders to evaluate and address risks more efficiently. 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

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

The Charity CFO

APRIL 27, 2022

Tosha Anderson: Well, you know, being an account and I’m a data person, a systems person, it’s like everything has to boil down to some sort of, you know, financial model or science. So great, great point that you brought up. And I get anyone listening, like Taha an account to say that, but it really is true.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

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.

CFO 52

CFO Communication Finance Budgeting 52

CFO News Room

NOVEMBER 1, 2022

And I get many more questions about implementation than I do maintaining a financial model. College planning, retirement planning, investment planning, risk management planning, long-term disability, life insurance. But most people are then more focused on what implementation looks like. What does that look like?

Planning 130

Planning Investments Accounting Numbers 130

The Charity CFO

APRIL 15, 2022

I did risk management. And there’s the other 20% of us that really like financial modeling and yeah. My official title was actually director of business and finance, which if anybody’s listening, you know what that means? I did all of the things I did accounting. I did, um, quality insurance.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Future CFO

APRIL 30, 2024

Gerry Chng , Risk Advisory Executive Director at Deloitte Singapore , sees that one of the key uses of Generative AI is the ability to create synthetic data to augment existing data points in a more cost-effective manner, which in turn makes it easier to conduct financial modelling and risk analysis.

Finance 97

Finance Risk Analysis Financial Modeling Leverage 97

Global Finance

MARCH 4, 2025

Of course well have to weigh the freight cost versus the tariff as well as other options, looking at things like geopolitical risk, natural disasters in certain countries, market fluctuations, and then thereafter use financial models to quantify the financial impact and to develop risk mitigation strategies.

Economics 75

Economics Forecasting CFO Investments 75

Barry Ritholtz

APRIL 4, 2023

So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. I can remember the days at Drexel, we were all in the bullpen. RITHOLTZ: Right.

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

CFO Talks

MARCH 12, 2025

Financial laws and tax rules change often, and if youre not aware of updates, you could make errors that lead to fines or legal trouble. Staying informed also means making better financial decisions, whether its in budgeting, investing, or risk management.

Finance 52

Finance IFRS Compliance Financial Modeling 52