E78 Partners

NOVEMBER 11, 2024

The Role of an Interim CFO An interim CFO must uphold financial stability and strategic guidance during change or doubt. When a company experiences leadership transitions, financial restructuring, or prepares for significant events like mergers or acquisitions, a transitional Chief Financial Officer offers instant, practical knowledge.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

E78 Partners

NOVEMBER 11, 2024

The Role of an Interim CFO An interim CFO must uphold financial stability and strategic guidance during change or doubt. When a company experiences leadership transitions, financial restructuring, or prepares for significant events like mergers or acquisitions, a transitional Chief Financial Officer offers instant, practical knowledge.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

Fpanda Club

SEPTEMBER 2, 2021

FP&A vs corporate finance Corporate finance usually concerns a wide range of transactions and activities related to capital investment decisions, for example, mergers and acquisitions, raising capital, financing joint ventures, restructuring initiatives, IPOs.

Financial Planning and Analysis (FP&A) 130

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

CFO Simplified

FEBRUARY 11, 2022

Whatever excess cash existed at the end of 2021 should be used to pay down debt, restructure internal operations, improve efficiency, and strengthen the balance sheet in preparation for the difficulties that will likely appear this year—including the Federal Reserve raising interest rates to rein in inflation.

Planning 98

Planning CFO Economics Restructuring 98

Beacon CFO Plus

JANUARY 30, 2024

Mergers, Acquisitions, or Restructuring An outsourced CFO can play a pivotal role during any period of significant change—such as a merger, acquisition, or internal reorganization. Our expertise in financial modeling, due diligence, and strategic planning can streamline the transition process and contribute to its success.

CFO 52

CFO Restructuring Leadership Strategic Planning 52

CFO Leadership

AUGUST 12, 2021

He has been part of numerous global and domestic companies with a great deal of restructuring and CFO management experiences. Kim works closely with the CEO to develop strategic plans while focusing on financial matters to enhance the quality of the daily operations.

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

E78 Partners

AUGUST 24, 2023

Recognizing the Signs: When to Consider an Interim CFO Business Transformation: If your company is undergoing a significant transformation, such as a merger, acquisition, or restructuring, an Interim CFO can navigate complex financial matters, assess risks, and ensure smooth transitions.

CFO 52

CFO Leadership Restructuring Strategic Planning 52

Spreadym

SEPTEMBER 12, 2023

Strategic Planning: In addition to annual budgets, companies engage in strategic planning, which typically occurs on a longer-term horizon (e.g., This involves setting broader financial and operational objectives and then aligning annual budgets with those strategic goals. 3 to 5 years).

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

The Charity CFO

NOVEMBER 10, 2022

A solid picture of finances helps with strategic planning, identifying new fundraising opportunities, and evaluating program effectiveness. Restructure your business model or operations. Look for an accountant that offers bookkeeping, financial reporting, budgeting, strategic planning, and audits.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

Future CFO

JULY 25, 2023

While CFOs and CEOs agree on growth as their top strategic business priority, their emphasis on this and other priorities differ, Gartner pointed out. For instance, CFOs’ second top strategic business priority is corporate action such as M&A and restructuring (41%), which ranks fourth for CEOs (27%), the firm added.

CFO 52

CFO Education Restructuring Leverage 52

Jedox Finance

AUGUST 23, 2022

Develop a plan with clearly defined goals. A clearly defined strategy is the be-all and end-all of your planning success. Make sure that you have a well-documented, strategic plan with very clear financial goals that is communicated throughout the organization. Get the right skill sets sitting around the table.

Planning 52

Planning Budgeting Forecasting Reconciliations 52

Barry Ritholtz

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. You know, when you look at something like a Bloomingdale’s, what you have to ask yourself is, Bloomingdale’s is restructuring. You have to price it.

Restructuring 59

Restructuring Leverage Investments Banking 59

E78 Partners

NOVEMBER 11, 2024

The Role of an Interim CFO An interim CFO must uphold financial stability and strategic guidance during change or doubt. When a company experiences leadership transitions, financial restructuring, or prepares for significant events like mergers or acquisitions, a transitional Chief Financial Officer offers instant, practical knowledge.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

Barry Ritholtz

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. COHAN: Well, you know, when I was at Lazard, I did a lot of restructuring advisory work, both out of bankruptcy and in bankruptcy. COHAN: Did a ton of deals.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Banking Investments Restructuring 103