Global Finance

DECEMBER 6, 2024

Despite these challenges, our overall outlook remains optimistic, with a strong economy providing a solid foundation for global markets. Heightened geopolitical tensions and policy shifts, such as those related to the US election and Chinas economic policies, are increasing market volatility and uncertainty. Frame: Its crucial.

Banking 52

Banking Communication Strategic Planning Leverage 52

Future CFO

APRIL 13, 2025

At a high level, a normal day involves strategic planning, teamwork, and tackling challenges, but most days are diverse and varied. Mornings are typically all about concentrated focus, starting with ensuring alignment with our clients across key objectives like risk management, credit solutions, and employee benefits strategies.

Concentration 52

Concentration Strategic Planning Credit Risk Risk Management 52

Global Finance

SEPTEMBER 9, 2024

Not that long ago, corporate treasurer—the top slot in every company’s green-eyeshade corps—was about the last position most observers would tag as strategic. While the job has always had a strong risk-management component, the basic task was simple: making sure the company has cash available, when and where it’s needed.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

Planful

OCTOBER 25, 2016

The panelists included Hari Avula, CFO of Frito-Lay North America; Erik Charles, VP of Product Marketing at Xactly; Amath Fall, CFO of Fleetpride; and Scott Frisch, COO at AARP. What are some of the key risks to your business? Another panelist highlighted their investment in inventory, as well as managing growth in the business.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

The Finance Weekly

DECEMBER 9, 2021

The process involves identifying the key drivers of change for an organization, calculating an array of projections based on scenario modeling for potential variations in performance for one or more of those drivers, analyzing the results, and then concluding how to best apply such results to the business’s long-term financial and strategic plans.

Risk Management 52

Risk Management Planning Construction Communication 52

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. s Kalyanpur noted that reputational risk, which can severely impact market capitalisation, is a major security concern, more so than the actual fines.

Investments 52

Investments Profit and Loss Securities Risk Management 52

PYMNTS

FEBRUARY 10, 2020

He handled all aspects of payment operations, including strategic planning, innovation and risk management. He joins PSCU from Bank-Fund Staff FCU in Washington, D.C., where he served as vice president of payments. Young will report to Stevens. “We As a CUSO, PSCU supports 1,500 credit unions, representing more than 3.8

Leadership 84

Leadership Strategic Planning Risk Management Planning 84

Spreadym

NOVEMBER 3, 2023

Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Future CFO

DECEMBER 15, 2024

Afternoons are a mix of strategic planning sessions and deep dives into emerging technologies, particularly Generative AI. Im passionate about lifelong learning, so I dedicate time to explore how the latest tools can solve real-world business problems and revolutionise industries like finance and supply chain management.

Leadership 52

Leadership Strategic Planning Finance Risk Management 52

CFO Talks

FEBRUARY 2, 2024

In the evolving role of a Chief Financial Officer (CFO), mastering risk management, budgeting, and forecasting tools is crucial. These competencies not only strengthen the financial backbone of an organisation but also prepare it to navigate through uncertainties and market volatility.

CFO 52

CFO Risk Management Strategic Planning Forecasting 52

CFO Share

JULY 16, 2024

Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts. They analyze market trends and economic data to predict future financial performance and guide strategic decision-making.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

Global Finance

JULY 26, 2024

Nordea , which wins two awards this year, as both Best Fraud Detection Solution and Best Bank for Treasury FX Services, has developed a new secure Cash Management self-service request. Enhancing Treasury With Technology Tailoring treasury management tools requires a nimble approach, owing to the diversity of client needs.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

Future CFO

JUNE 10, 2024

As the world transformed following the changes brought about by the COVID-19 pandemic, along with other global market factors, businesses have found themselves navigating around the newness. We are also seeing more ‘mutualisation’ of innovation, where digitally mature institutions partner fintech companies to bring new solutions to market.

Finance 90

Finance Compliance Communication Strategic Planning 90

CFO Plans

SEPTEMBER 24, 2024

Did you know that 82% of businesses fail due to poor cash flow management? By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

CFO Leadership

DECEMBER 12, 2022

Even well-capitalized companies are vulnerable to market changes; however, companies can strengthen their working capital to mitigate risk. Proactive and strategic planning in advance of exiting a business will ease the transition whether it’s passing the company on or divesting entirely.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

CFO Talks

NOVEMBER 20, 2024

I aim to build a team of skilled professionals who can offer deeper financial insights, strategic planning, and operational efficiencies that empower our clients to achieve sustainable growth. Building business acumen and risk management capabilities will help you align financial goals with broader company strategy.

CFO 52

CFO Prioritization Leadership Communication 52

CFO Talks

NOVEMBER 11, 2024

This interest solidified during her BCom studies, where she found satisfaction in analyzing financial statements and market trends. I found great satisfaction in deciphering financial statements and understanding market trends. This involves understanding market trends, competitive positioning, and the broader economic landscape.

CFO 52

CFO Leadership Problem Solving Communication 52

Future CFO

JANUARY 7, 2024

As the market shifts here and there, the role of the chief financial officer continue to evolve, juggling priorities and strategies to keep up with the changes. To triumph over the expected and even the unexpected shifts, CFOs must be on the look out for the risks they are likely to face in the next 12 months.

CFO 52

CFO Risk Management Leverage Forecasting 52

PYMNTS

MAY 27, 2020

To lead strategic planning for the firm overall and in conjunction with its regional teams, Chris Newkirk is coming to Visa Inc. as its new chief strategy officer. Newkirk has held multiple leadership roles at Capital One since 2008, most recently as president of Small Business, International & Walmart Partnership.

Leadership 52

Leadership Strategic Planning Risk Management Sales 52

VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships.

CFO 52

CFO Strategic Planning Auditing Finance 52

CFO Plans

OCTOBER 21, 2024

This priority helped them free up cash flow, which they invested in marketing campaigns to drive growth. Addressing these payments can greatly alleviate financial strain and improve cash flow management. Diversifying Revenue Streams To boost financial risk management strategies , consider diversifying your revenue streams.

CFO 52

CFO Profit and Loss Startups Prioritization 52

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are similar to personal financial advisors, except they monitor businesses’ financial well-being instead of individuals.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

Beacon CFO Plus

NOVEMBER 15, 2023

No matter your industry, you must keep up with ever-changing market competition, regulatory requirements, talent acquisition needs, and new technology adoption. If you manage an SME—referring to a Small and Medium-Sized Enterprise—you may look to a fractional CFO to provide strategic financial expertise and guidance.

CFO 52

CFO Budgeting Financial Analysis Strategic Planning 52

CFO Share

NOVEMBER 15, 2023

Achieving fiscal stability amidst market uncertainties is a top priority for any business owner. Through strategic insights and actionable measures, fortifying your business’s financial resilience is attainable. This sounds counterintuitive, but maximizing profits often correlates to maximizing risks.

Strategic Planning 52

Strategic Planning Risk Management Budgeting Planning 52

Spreadym

SEPTEMBER 12, 2023

Be as realistic as possible and base your estimates on historical data or market research. This is especially common in industries with high volatility or rapidly changing market conditions. Strategic Planning: In addition to annual budgets, companies engage in strategic planning, which typically occurs on a longer-term horizon (e.g.,

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

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

Spreadym

JUNE 8, 2023

A plan typically covers a longer time horizon, such as three to five years, and encompasses various aspects of the business, including sales, marketing, operations, and human resources. Budgeting A budget is a financial plan that quantifies the expected income and expenses for a specific period, usually one year.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

Global Finance

JULY 24, 2024

This involves maintaining close contact to promptly resolve trade and operational inquiries and deliver ongoing insight into evolving market dynamics. The bank aligns its systems and protocols with global market practices and Swift standards for automated custody services.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

Global Finance

JULY 24, 2024

This involves maintaining close contact to promptly resolve trade and operational inquiries and deliver ongoing insight into evolving market dynamics. The bank aligns its systems and protocols with global market practices and Swift standards for automated custody services.

Banking 52

Banking Foreign Exchange Risk Management Leverage 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. Business Acumen: A strong understanding of the business's industry, market dynamics, and competitive landscape is essential.

Financial Planning and Analysis (FP&A) 59

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

E78 Partners

AUGUST 24, 2023

Knowing when to bring in an Interim Chief Financial Officer (CFO) can be a strategic decision that significantly impacts a company’s trajectory. Strategic Planning: Interim CFOs bring strategic acumen, enabling them to collaborate with leadership to chart a financial roadmap aligned with broader business goals.

CFO 52

CFO Leadership Restructuring Strategic Planning 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

VCFO

FEBRUARY 15, 2023

She is highly effective at executing finance function strategically, establishing financial and risk controls, and overseeing capital structure. Lee Ann’s depth and breadth of expertise includes board reporting, audit preparation, business plan development, market research and analysis, risk management, and capital requirements.

Auditing 52

Auditing CFO Risk Management Budgeting 52

Centage

JANUARY 18, 2024

Finance teams often get asked to do more with less, which makes it important that you adopt the right FP&A tools to amplify your capabilities and create more time for strategic planning. But staying current with the best tech tools on the market is a competitive necessity.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Risk Management Leverage 40

Boston Startup CFO

APRIL 3, 2023

Ensuring business continuity and sustainability is vital in the face of dynamic market conditions, global challenges, and evolving customer demands. Robust contingency plans and proactive risk management strategies help organizations navigate unforeseen disruptions and maintain operational resilience.

Accounting 52

Accounting Accounting Principles GAAP Startups 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

CFO Talks

MARCH 20, 2024

Without a CFO fully focused on the future and driving strategic financial planning, the company risks becoming stagnant, unable to adapt to changes in the market or capitalize on new opportunities. Stagnation: Companies evolve, and their financial strategies need to evolve too.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52