The Finance Weekly

JANUARY 19, 2023

The CFO role traditionally has two high-level leadership archetypes: strategic and operational. An operational CFO optimizes performance by combining data from various departments with financial data. A strategic CFO focuses on creating long-term plans to achieve the company's goals.

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Leadership CFO Benchmarking Finance 98

CFO Talks

DECEMBER 12, 2024

Members’ Profile: Ronel Jooste In this edition of our CFO Spotlight series, we are featuring Ronel Jooste, a dynamic force in the worlds of finance, wellness, and leadership development. I visualize, do my gratitude routine and do planning during my run. Leadership skills. What sparked your interest in finance?

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Leadership CFO Prioritization Education 98

Future CFO

MARCH 3, 2025

Repetitive tasks, such as financial reporting, are increasingly being automated, freeing up finance professionals to focus on strategic initiatives. A recent report by McKinsey estimates that automation could potentially displace up to 30% of work activities in finance and accounting.

Finance 69

Finance Communication Leadership Profit and Loss 69

CFO Talks

OCTOBER 10, 2024

The Power of Fractional CFOs: Sara Daw on Transforming Financial Leadership for SMEs and Corporates In a recent CFO Club Podcast , Leana van der Merwe hosted Sara Daw , Group CFO of CFO Centre Ltd, to discuss the increasingly popular concept of fractional CFOs. And finally, I make sure to schedule downtime for reflection and planning.

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Leadership CFO Communication Financial Reporting 98

The Charity CFO

OCTOBER 1, 2024

On today’s episode Jennifer and Tosha will cover the concept of vision-directed strategic planning, non-profit life cycles, and how to build a sustainable organization. Vision Directed Strategic Planning We quickly learn from Jennifer how she cultivates a vision for an organization and what this truly means for their future outlook.

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Strategic Planning Nonprofit Planning Leadership 98

E78 Partners

MARCH 3, 2025

Despite these favorable conditions, successful IPOs require meticulous preparation, robust financial reporting, and a governance framework that instills investor confidence. Companies must ensure they are operationally, financially, and strategically ready for the transition to public markets.

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

CFO Plans

NOVEMBER 18, 2024

Implementing strong corporate financial governance ensures that financial disclosures are both trustworthy and reliable. This positions an organization as a leader in financial accountability leadership , setting a standard for others in the industry to follow. This transparency builds confidence amongst stakeholders.

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Communication Finance CFO Prioritization 52

CFO Talks

NOVEMBER 29, 2024

Members’ Profile: Rofhiwa Irene Singo In this edition of our CFO Spotlight series, we are featuring Rofhiwa Irene Singo, an accomplished finance leader whose journey is a testament to resilience, adaptability, and impactful leadership. Share your favorite leadership lesson.

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CFO Auditing Leadership Finance 95

E78 Partners

FEBRUARY 26, 2025

Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,

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Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

E78 Partners

FEBRUARY 5, 2025

Achieving this requires a comprehensive approach encompassing strategic alignment, leadership integration, operational efficiencies, and financial optimization. Integration should be planned, starting even before the deal closes.

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Leadership Leverage Strategic Planning Investments 52

Future CFO

FEBRUARY 19, 2025

According to BD Chatterjee , author and vice president for finance and corporate affairs at ACCESS Health International , cross-border virtual CFO services provide a cost-effective and structured solution to challenges, bringing in financial leadership tailored to international operations.

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CFO Compliance Leadership Currencies 52

Centage

DECEMBER 21, 2022

The Value of Stress Testing Your Financial Plan. As we approach the end of the fiscal year and begin a new one, business leaders have an overriding concern: How accurate are the assumptions we made when we created our plan? All plans, to a certain extent, are based on assumptions. Scenario Planning and Goal Alignment.

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Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 98

CFO Talks

JANUARY 8, 2025

Embrace Scenario Planning No one can predict the future, but planning for multiple outcomes can make your business adaptable. Scenario planning involves creating potential future situationssuch as a sharp drop in demand, rising interest rates, or supply chain disruptionsand preparing responses to each.

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Economics Leadership Budgeting Communication 52

The Charity CFO

SEPTEMBER 23, 2024

Your nonprofit organization relies on the knowledge and guidance of its leadership team to advance its mission. A strong leadership team makes it easy for your organization to reach its goals by effectively using resources and managing strategy. Creating a leadership succession plan is essential for long-term leadership stability.

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CFO News

NOVEMBER 20, 2023

Prahu brings extensive financial leadership experience, having served as CFO for Deutsche Bank in India, overseeing financial reporting, business and infrastructure finance, ALM, tax, transformation, and financial planning. His background includes prior roles with Credit Agricole CIB and Arthur Andersen.

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CFO Banking Leadership Financial Reporting 104

The Finance Weekly

DECEMBER 2, 2024

Under this familiar process, financial personnel export data from their organization's software, typically the company's Enterprise Resource Planning (ERP) system. One workaround found in cumbersome financial reporting processes includes using old legacy Excel-based financial models.

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Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 52

The Charity CFO

FEBRUARY 20, 2025

Plan for Seasonal Fluctuations : Map out expected income and expenses by month to anticipate and prepare for lean periods. Engage Department Heads : Involve program managers and department heads in the budgeting process to give them ownership over their areas financial planning.

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Nonprofit Budgeting Prioritization CFO 52

E78 Partners

NOVEMBER 11, 2024

Adequate financial leadership has never been more critical to today’s market. Whether navigating a leadership gap, managing complex financial transactions, or steering through a period of growth or crisis, a transitional Chief Financial Officer provides the necessary insights and support to ensure financial stability.

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Leadership CFO Restructuring Strategic Planning 52

E78 Partners

NOVEMBER 11, 2024

Adequate financial leadership has never been more critical to today’s market. Whether navigating a leadership gap, managing complex financial transactions, or steering through a period of growth or crisis, a transitional Chief Financial Officer provides the necessary insights and support to ensure financial stability.

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Leadership CFO Restructuring Strategic Planning 52

The Charity CFO

FEBRUARY 26, 2025

Integrating Data into Strategic Planning Drew advises nonprofits to go beyond generic strategic planning goals and use data to set ambitious targets for addressing core issues in their field. Book a FREE consultation here Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

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Nonprofit Strategic Planning Problem Solving Education 52

Generation CFO

JANUARY 13, 2022

Financial reporting, whether for internal or external consumption, has long been one of the most challenging and costly processes for finance teams – it’s also the most important. The aim to bring digital native innovators in accounting together with the senior finance leadership change makers. Book your spot.

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CFO Leadership Finance Leverage 130

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. Decision Making : Financial reporting dashboards enable data-driven decision making by providing stakeholders with timely and accurate information.

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The Charity CFO

MARCH 22, 2024

Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. After choosing KPIs and their benchmarks, you can start incorporating data insights into strategic planning.

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Nonprofit Leadership Benchmarking Leverage 52

CFO Talks

FEBRUARY 12, 2025

It allows businesses and organisations to predict future income, expenses, and cash flow, ensuring that they remain financially stable and prepared for challenges. However, forecasting is not just about guessing numbersit is a structured process that relies on analysing past data, considering present trends, and planning.

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Forecasting Budgeting Economics Planning 52

CFO Talks

DECEMBER 11, 2024

For example, is it delivering error-free financial reports? Providing actionable insights to the leadership team? When you know what youre aiming for, you can create a focused plan to get there. Or perhaps ensuring your department runs like a well-oiled machine?

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Finance CFO Construction Leadership 52

The Charity CFO

SEPTEMBER 17, 2024

Nonprofit organizations rely on their leadership team to help shape and implement the mission, making succession planning a key part of long-term success. If your accountant leaves, you need a plan to keep your financial records accurate. Develop a temporary staffing plan to fill vacancies quickly.

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Nonprofit Planning CFO Leadership 52

CFO Talks

JANUARY 7, 2025

Starting as an engineering graduate with a curiosity about business finance, Morgan transitioned into the world of accounting and finance, where he has built an impressive career spanning leadership roles at renowned organizations like KPMG, United Bank for Africa, and Africa Finance Corporation. Be responsible and accountable.

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CFO Leadership Financial Analyst Finance 52

Planful

SEPTEMBER 6, 2021

In an ideal world, financial reports should build shareholder trust by offering accurate data about the performance of the company. In reality, a company’s financial report can be more flimsy—involving estimates and judgment from leadership that’s far from the truth. at its peak to $0.26

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Financial Reporting Valuation IFRS GAAP 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

CFO Thought Leader

OCTOBER 6, 2024

Or so Partin tells us as he recounts the circumstances surrounding the first of five CFO appointments that have thus far punctuated his finance leadership career. “I Twenty-seven years ago, while in his late twenties, Mark Partin arrived inside the C-suite largely unprepared for the flood of challenges that would quickly breach his desk.

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CFO Leadership Tax Planning Problem Solving 52

CFO Talks

OCTOBER 10, 2024

The other side is the big-picture plan—the “Where are we going?” Instead of going blind, the finance team can work closely with leadership to explore alternatives. Build Financial Models That Reflect Strategy Your budget and financial reports should reflect strategic goals. So should your financial management.

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Numbers Finance CFO Leadership 98

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

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

E78 Partners

NOVEMBER 25, 2024

With in-depth analysis and careful planning, transaction service teams act as strategic partners throughout the deal process, ensuring each stage is optimized for success. Strategic Insight: Transaction services teams provide deep financial and operational analysis, helping companies understand a deal’s strengths and risks.

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Securities Restructuring Valuation Financial Modeling 52

Bramasol

APRIL 28, 2022

This episode focuses on how DSE business models present new challenges with regard to Financial Planning & Analysis (FP&A) processes, which require enhanced agility, scalability and end-to-end integration to handle DSE's inherently dynamic requirements. How is FP&A different from traditional accounting?

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Financial Planning and Analysis (FP&A) SAP Planning Forecasting 79

The Charity CFO

FEBRUARY 13, 2025

What well explore in this blog are three important takeaways: Key Takeaways Financial Red Flags : Nonprofits should be vigilant about red flags such as insufficient unrestricted funding and low cash reserves. Importance of Cash Flow : Understanding cash flow is crucial for maintaining operational stability and planning for future growth.

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Nonprofit Strategic Planning CFO Budgeting 52

Future CFO

MAY 1, 2024

As the person responsible for preparing an organisation’s financial reports, which include balance sheets and income statements, the role of a finance controller is anything but ordinary. Succeeding amid challenges “Success as a controller relies on an entrepreneurial mindset, analytical rigour, and adept leadership,” says Leonardo.

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Leadership IFRS Finance Communication 98

The Finance Weekly

MARCH 25, 2024

Pichette's notable contributions to Alphabet's transition from Google improved its operational efficiency and leadership in sustainability initiatives. His expertise and leadership make him a valuable asset as CFO. Financial Insights Pichette has an estimated net worth of at least $128 million as of March 25, 2024.

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