CFO Share

AUGUST 22, 2024

Hiring a full-time Chief Financial Officer (CFO) is seldom viable for small businesses and startups. CFO compensation increases with extensive experience in your industry, proven strategic planning skills, and a track record of driving financial performance.

CFO 52

CFO Restructuring Strategic Planning Budgeting 52

Boston Startup CFO

FEBRUARY 1, 2023

As a startup, it is important to have a strong financial foundation in order to successfully grow and scale. While you may have the expertise and skills to handle many aspects of your startup, there may come a time when you need additional financial guidance and support.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

CFO Talks

JULY 16, 2024

Held over two days, this year’s event focused on the expanding roles of CFOs in forecasting, planning, and strategic decision-making, highlighting the importance of technological advancements in driving business innovation.

Leadership 52

Leadership CFO IFRS Strategic Planning 52

BlueLight

MAY 1, 2020

This function is called financial planning and analysis (FP&A). The CFO is focused on company-level strategic planning and building a relationship with investors. Early-stage startup: Focused on finding product market fit, limited financial information to work with. The CFO takes on the responsibility of FP&A.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JANUARY 8, 2024

It's not just about knowing your current financial situation, but also projecting into the future based on your plans. It's crucial to have an accurate and ,, useful forecast for any business, especially for SaaS startups. Sadly, a whopping ,, 90% of startups don't make it. However, startups can succeed with careful planning.

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 52

Beacon CFO Plus

JANUARY 30, 2024

If your in-house team is struggling to keep up with complex financial transactions, regulatory compliance, or strategic financial planning, it might be the right time to tap into the specialized knowledge that an experienced CFO can bring to the table.

CFO 52

CFO Restructuring Leadership Strategic Planning 52

CFO Network

FEBRUARY 14, 2024

Strategic Financial Planning Effective financial strategy is built on a solid foundation of planning. A Fractional CFO excels in creating long-term financial plans that align with your business goals. A Fractional CFO is well-versed in tax planning and optimization.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 52

Beacon CFO Plus

NOVEMBER 15, 2023

Providing Strategic Expertise and Guidance “Success in management requires learning as fast as the world is changing.” ” – Warren Bennis There is no shortage of challenges for new business owners, from startups to family-owned businesses or independently owned enterprises.

CFO 52

CFO Budgeting Financial Analysis Strategic Planning 52

CFO Plans

SEPTEMBER 24, 2024

Small Business Financial Advisory: Your Strategic Partner for Growth Small businesses thrive on strategic planning and informed decision-making. Whether you need part-time CFO services, fractional CFO services, or full-time financial oversight, a bespoke plan can be created to align with your business goals.

Accounting 52

Accounting Tax Planning CFO Risk Management 52

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. The companies represented include venture backed startups, mid-sized businesses, and large multinationals. Post Series B, it becomes a full-time job to support strategic planning.

CFO 52

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

Boston Startup CFO

OCTOBER 22, 2014

Many founders and CEOs of startups don’t spend a lot of time thinking about CFOs. When it comes to finance for a startup, founders focus on more pressing needs: What’s my burn rate? Today’s finance executives are expected to recognize that planning involves data, decisions and people – not just spreadsheets and budget mandates.

Startups 52

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

Boston Startup CFO

APRIL 3, 2023

However, don't undervalue the significance of comprehending finance for your startup's survival. Tier 2: Basic Accounting In this tier, accountants close the books on a monthly basis and create basic financial statements to aid founders in assessing their startup's financial standing.

Accounting 52

Accounting Accounting Principles GAAP Startups 52

CFO Simplified

MAY 15, 2022

Strategic planning. A business owner growing microgreens for local restaurants was proud of how he had grown his business and was planning on making an investment in additional equipment to grow more microgreens. A part-time CFO can give advice on things such as: The structure of your business financially. Business analytics.

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CFO Strategic Planning Business Analytics Manufacturing 97

Future CFO

SEPTEMBER 18, 2023

Hiring a fractional CFO can bring many benefits to an organisation, including smaller businesses or startups that may not have the resources to hire a full-time permanent executive, providing strategic financial expertise and guidance on complex financial challenges without committing to the costs associated with full-time personnel.

CFO 52

CFO Leadership Financial Analysis Strategic Planning 52

Boston Startup CFO

OCTOBER 29, 2012

If you’re running an early-stage startup, chances are there are some knowledge gaps in your core team. Are you prepared to manage the day-to-day of your startup, from recruiting new talent to bookkeeping to financial planning? Overall, CFOs help you with business planning, providing your business plan with essential rigor.

Startups 52

Startups Mergers and Acquisitions (M&A) GAAP Accounting Principles 52

Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Budgeting 130

Budgeting Forecasting General Ledger Finance 130

CFO Thought Leader

DECEMBER 12, 2023

His experience at Goldman Sachs and startups shaped his approach to managing resources and driving business strategies. At True Anomaly, Seidel focuses on understanding and integrating various business aspects, like product and engineering priorities, into the company’s financial and strategic plans.

CFO 52

CFO Securities Leadership Strategic Planning 52

VCFO

MARCH 4, 2022

Financial forecasts are critically important planning tools. Effective business planning requires an understanding of the desired end game for the entity. Be conservative (but also plan for best and worse cases). Increased cash requirements are a common pain point when exceeding plan. Begin with the end in mind.

Forecasting 85

Forecasting Planning Reconciliations Leadership 85

PYMNTS

JUNE 13, 2019

“With successful blockchain pilots in pork, mangoes and leafy greens that provide enhanced traceability, we are looking forward to the same success and transparency in the biopharmaceutical supply chain,” Karim Bennis , Walmart’s vice president of strategic planning and implementation in Health and Wellness, said in a press release. “We

Strategic Planning 43

Strategic Planning Startups Communication Economics 43

VCFO

JUNE 11, 2023

Ken Dorward joins vcfo to lend 25 years of experience building teams and profitability for startups and publicly-traded multinationals alike. In fact, while leading the creation of a new media startup, he was credited as a producer on an Emmy-nominated TV series. vcfo Austin team welcomes Ken Dorward as Managing Director.

CFO 40

CFO Advertising Startups Leadership 40

PYMNTS

FEBRUARY 20, 2019

Positioning themselves at the center of small business accounting innovation, the CPA.com and AICPA recently sponsored their second annual startup accelerator , choosing three startups in the SMB accounting market that address particular pain points through technology. “And a lot of the innovation is coming at the early stage.”

Accounting 76

Accounting Cash Flow Forecasting Startups Forecasting 76

Adam Kae

AUGUST 18, 2023

Strategic planning is your compass. His small business startup was needing a boost when he brought me on board. With strategic financial maneuvers, we steered the ship away from the rocks and found him an immediate $72K per year. Think of financial data as clues left behind by those who've journeyed these waters before.

CFO 52

CFO Communication Strategic Planning Education 52

CFO Simplified

NOVEMBER 6, 2023

You might start with one single item, but knowing where you might be two or five years from now will be helpful in developing your strategic plan. Plan it month by month. But if you plan well, and succeed, it’s all worth it. But be strategic and pragmatic. Does this lead you to a family of products? Be realistic.

General Ledger 52

General Ledger Strategic Planning Accounting CFO 52

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. The work a great CFO does to tie this all together is financial planning and analysis. Their main focus tends to be the product, go-to-market, and building a team that can sustain revenue delivery.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. The work a great CFO does to tie this all together is financial planning and analysis. Their main focus tends to be the product, go-to-market, and building a team that can sustain revenue delivery.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Forecasting 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. This efficiency frees the CFO and the finance team to focus on strategic initiatives. This proactive approach to risk management supports more resilient strategic planning.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Spreadym

JUNE 19, 2023

This forecast serves as a baseline for monitoring and planning your cash flow. The list of tools that the platform supports is quite broad and it covers operational and strategic planning, budgeting, forecasting, scenario modelling. Scalability: Xero caters to businesses of all sizes, from small startups to large enterprises.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

Barry Ritholtz

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Advertising 58

Advertising Startups Technology Investments 58

VCFO

JUNE 12, 2023

Brandon has always had an interest in leveraging his skills and expertise to worthy causes in developing economies, exploring startup communities around the world, and helping promote social mobility through education and capital access.

CFO 40

CFO Healthcare Financial Modeling Leadership 40

Future CFO

DECEMBER 7, 2020

I bring with me more than 20 years of extensive experience from startups to global multibillion-dollar organisations, including the two largest banks in Malaysia and a renowned low-cost airline loyalty programme. And now I'm the CFO of BIG Loyalty, owned and managed by BIGLIFE Sdn. a subsidiary of Airasia Digital.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

The Charity CFO

MARCH 30, 2022

So vet biz spelled V E T B I Z, is a nonprofit that assists veterans with, startup and expansion of small business. Um, so the first lesson I think I learned was in ensure that there’s a true succession plan in place. Darcella Craven: Sure. We actually just recently went through a name change. Darcella Craven: Yeah.

Nonprofit 52

Nonprofit Leadership Planning Accounting 52

The Charity CFO

JANUARY 12, 2022

Tosha Anderson: So you specifically work with faith based entrepreneurs to launch a variety of different startups, right. I think most of us that are called to do something in the nonprofit space sometimes are prompted by our faith. Um, and these can be all different sorts of types.

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52

Future CFO

MARCH 20, 2020

Strategic planning and budgets: This is about longer-term resources planning. VN: Compensation plan design. At Microsoft, this role is about coming up with annual compensation plans that align with the company’s priorities, instead of simply calculating remuneration and quotas.

CFO 52

CFO Finance Leadership Compliance 52

Barry Ritholtz

SEPTEMBER 23, 2024

So, is it, is it safe to say finance was always in the career plans? 00:02:24 [Speaker Changed] Finance and business was always in the career plans. It isn’t like that was the plan 40 years ago. I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning.

Restructuring 58

Restructuring Leverage Investments Banking 58

CFO Talks

OCTOBER 1, 2024

Barriers such as regulatory constraints and difficulties for tech startups, which hinder the growth of a thriving tech sector in South Africa. Role of Data and Technology: The potential of data as a strategic business asset, but underutilization in South Africa due to regulatory and economic barriers.

Leverage 52

Leverage Investments Economics Accounting 52

Barry Ritholtz

SEPTEMBER 2, 2023

Safal Niveshak ) • This Company Created a Return-to-Office Plan That Employees Actually Like : J.M. Whether the product was introduced by a shoestrings startup or percolated through the mid-level management of a conglomerate, at some point the guy with the idea has to meet with the guy who has the power to bring it to market. (

Strategic Planning 68

Strategic Planning Valuation Economics Startups 68