CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Investment Banker. Financial Analyst.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

Spreadym

NOVEMBER 3, 2023

Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. 401(k), IRA), investing in stocks, bonds, real estate, or other assets, and establishing an emergency fund. This metric reflects your ability to invest in growth or return value to shareholders. Liquidity Ratios: a.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

The Finance Weekly

MARCH 25, 2024

Well, CEOs are cluing in on the fact that having a financial expert on board can steer their ship in the right direction and spur business growth. In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. They also pitch in on major financial moves like mergers and fundraising.

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CFO Finance Forecasting GAAP 97

Future CFO

JULY 23, 2024

This is the view of Georgeta Elena Precup (Moran), CPA,CGMA , Operating Partner - Acting CFO, Advisory at Beyond Podiatry , emphasising how CFOs occupy a unique vantage point, overseeing not only financial health but also strategic planning , risk management, and corporate governance.

Auditing 59

Auditing Communication CFO Strategic Planning 59

The Charity CFO

OCTOBER 14, 2024

Even if you’re “not a numbers person,” you must learn to navigate financial management. The Importance of Strategic Planning Sarah stressed the need for both a business plan and a strategic plan. Do You Struggle to Make Sense of Your Financial Statements? Need help scaling?

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Nonprofit Strategic Planning Budgeting CFO 52

The Charity CFO

JUNE 10, 2022

The degree to which your nonprofit needs financial expertise depends on the size and complexity of your organization. For example, if your organization has complex investments, you may want to add board members with investing expertise. . Every nonprofit should periodically develop a strategic plan.

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Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

The Charity CFO

JUNE 7, 2023

Statement of Activities Financial Uses Assessing Revenue Sources : Analyze the various revenue sources of a nonprofit, such as donations, grants, program fees, and investment income. This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. accounts payable, loans).

Nonprofit 52

Nonprofit Accounts Payable Budgeting Financial Analysis 52

Fpanda Club

SEPTEMBER 2, 2021

FP&A vs financial controlling Working closely with accounting function, financial controllers ensure compliance of reported results with accounting standards, legislation and regulations, develop and document policies and procedures of the internal control in the organization, participate in financial reporting, budgeting and forecasting.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

The Charity CFO

NOVEMBER 23, 2022

They are responsible for the financial health of the organization. They create and maintain financial records, prepare financial reports, and oversee the organization’s budget. They handle all payroll and accounting functions and manage investments and fundraising efforts. Strategic Thinking.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

CFO Share

MAY 23, 2024

CFO responsibilities include: Managing cash flow, Assessing financial risks, Reporting financial results, Forecasting future performance, Supporting decisions with crucial data and analysis, and Setting strategies that align with long-term business goals. As your business evolves, so does your financial strategy.

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CFO Risk Management Cost Management Forecasting 52

CFO Share

AUGUST 22, 2024

CFO compensation increases with extensive experience in your industry, proven strategic planning skills, and a track record of driving financial performance. Investing in a fractional CFO can be a game-changer, driving your business toward greater financial stability and success.

CFO 52

CFO Restructuring Strategic Planning Budgeting 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making.

Financial Planning and Analysis (FP&A) 52

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

Global Finance

JULY 29, 2024

Taylor: As a public company CFO, I focus on reporting earnings and engaging with investors. It involves communicating our story, delivering results and maintaining credibility with investors and analysts, which helps establish us as a trusted investment. GF: Is it true that the role of the CFO has become more strategic over the years?

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CFO Strategic Planning Finance Healthcare 52

Spreadym

SEPTEMBER 27, 2023

It involves a set of processes, methodologies, metrics, and systems designed to help businesses effectively plan, monitor, and manage their performance to achieve their strategic goals and objectives. Budgeting and Forecasting: CPM involves the creation of budgets and financial forecasts that align with the strategic plan.

SAP 59

SAP Budgeting Forecasting Auditing 59

Jedox Finance

JULY 11, 2023

According to KPMG, 65% of international dealmakers believe ESG is a key consideration when making investments and in merger and acquisition decisions, 1 and EY reports that 99% of investors use ESG disclosures as a part of their investment decision-making.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Compliance 52

Centage

OCTOBER 23, 2023

What are the plans for the organization? This may seem like more of a strategic planning question than a budgeting process one, but the two are intertwined. At the same time, they will want to know that you’ve considered what it will take, financially, to accomplish those plans.

Budgeting 52

Budgeting Forecasting Strategic Planning Planning 52

BlueLight

JULY 30, 2020

The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. Historically, the CFO role was focused on backward looking information: ensuring on-time and accurate financial reporting. Pre Series B, it’s a part-time role to simply track past financial numbers.

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

CFO Simplified

FEBRUARY 17, 2022

This was a speculative expansion that required major cash investment. Financial Reporting. Since data drives decisions in any business, the accuracy and presentation of information can eliminate misunderstandings about the company’s financial position. Additionally, they started importing private label equipment to sell.

Profit and Loss 52

Profit and Loss Cash Flow Forecasting CFO Financial Reporting 52

The Charity CFO

JANUARY 12, 2024

Specifically, a financial forecast , sometimes called a projection, is an estimation of an organization’s projected financial conditions based on past and current finances. Strategic Planning Nonprofits can also use financial forecasts to gain insights into the future financial health and sustainability of the organization.

Nonprofit 52

Nonprofit Forecasting Budgeting Strategic Planning 52

The Finance Weekly

OCTOBER 13, 2021

Strategic: Quality of various strategies helping companies reach short and long term goals. Compliance: Abide by laws regarding environmental regulations, financial reporting, etc. Financial controllers can also proactively develop risk mitigation strategies based on their own analyses.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

The Finance Weekly

NOVEMBER 27, 2023

Key Performance Indicators (KPIs) play a crucial role, especially in , financial reporting. To assess your company's financial well-being, it's better to be objective rather than subjective. Financial KPIs provide insights into a business's financial well-being compared to its internal goals, competitors, and other industries.

Budgeting 52

Budgeting General Ledger Sales Concentration 52

CFO Talks

OCTOBER 1, 2024

South Africa’s lag in investing in intangible assets compared to advanced economies. Challenges with Intangible Asset Investments: Limited investment in intellectual property, data, and patents in South Africa. The importance of a thriving tech sector, with data-driven businesses and investments in disruptive technologies.

Leverage 52

Leverage Investments Economics Accounting 52

The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

The Charity CFO

FEBRUARY 27, 2024

Budget tracking is the process of monitoring your nonprofit’s income and expenses to ensure they stay within your planned budget. Effective budget tracking is essential to financial transparency, efficient resource allocation, and strategic planning for your nonprofit. Get the free guide!

Nonprofit 52

Nonprofit Budgeting Profit and Loss CFO 52

Spreadym

OCTOBER 3, 2023

FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning. They are key contributors to the planning, performance analysis, and financial strategy development within the company.

Financial Planning and Analysis (FP&A) 59

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

CFO Simplified

APRIL 15, 2022

The prototype company had made a major investment in metal 3D printing. For the company, this was a huge investment but their clients saw it as an instruction manual on how to produce the prototypes themselves. Financial Reporting and Accounting. The company has never created a budget for planning purposes.

Manufacturing 52

Manufacturing General Ledger Budgeting CFO 52

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. 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. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Charity CFO

AUGUST 28, 2023

This isn’t always a priority for dedicated nonprofit professionals, who may spend more of their time focusing on the issue or cause their group is involved with, as well as programming, donor relations, and event planning decisions. However, financially-minded folks are crucial for a variety of reasons. Get the free guide!

Nonprofit 52

Nonprofit Problem Solving Finance CFO 52

CFO Talks

MARCH 20, 2024

Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. The CFO looks at this budget with a telescope, considering how it fits with the company’s long-term plans and what changes might be needed.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

CFO Simplified

FEBRUARY 17, 2022

Financial Reporting. The company’s financial results varied wildly from month to month. This provides a basis for reselling the items, even if at cost or less than cost, to recover some of the dollars invested. It’s vital to make sure that the information is timely, accurate, and financially significant.

Accounting 52

Accounting Retail Profit and Loss Cash Flow Forecasting 52

The Finance Weekly

APRIL 1, 2023

In addition to this, he has also held prominent positions in investment banking at Barclays Capital, Lehman Brothers, and Bank of America. Kublall has also held various finance-related positions, including Investment Banking at JPMorgan and Corporate Strategy at J.Crew.

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CFO Corporate Finance Finance Pharmaceutical 52

The Charity CFO

MARCH 20, 2023

Growth: likely a key point in any strategic plan and something that is the top of mind for many leaders. Brands who invest time and money into their brand and marketing are able to grow their presence and capture larger portions of the market, attracting and engaging donors. Make sure they know it’s you! Get the free guide!

Nonprofit 52

Nonprofit Marketing Budgeting Strategic Planning 52

Boston Startup CFO

FEBRUARY 1, 2023

Preparing for due diligence : Due diligence is the process of evaluating a potential investment or acquisition. A CFO can help you prepare for due diligence by gathering and organizing financial information and documents, and by answering any questions that investors may have. If at are favorable to you.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

The Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. FP&A not only supports business and financial decision-making but also provides management with insights into the organization’s strategic plans and investments.

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

Planful

OCTOBER 25, 2016

Another panelist highlighted their investment in inventory, as well as managing growth in the business. All of the panelists agreed that having your core financial processes in order is critical to having the time and credibility to advise the CEO and other executives on strategic initiatives and risk management strategies.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

CFO Talks

MARCH 19, 2024

This list should encompass both quick wins, such as automating invoice processing to improve cash flow management, and long-term objectives, like integrating AI-driven analytics for more accurate financial forecasting and strategic planning. Fostering Commitment to Change True leadership is shown by example.

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CFO Communication Finance Budgeting 52

Spreadym

JUNE 19, 2023

This forecast serves as a baseline for monitoring and planning your cash flow. Monitor Cash Inflows: Track all sources of cash inflows, such as sales revenue, investments, loans, or other income. Spreadym allows users to create a calculation model of the entire business and link production and financial metrics of the business.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52