Boston Startup CFO

APRIL 12, 2024

Human Resources Alignment Working with your HR department, our firm will align your workforce strategy with your financial goals.

Strategic Planning 40

Strategic Planning Planning Budgeting Prioritization 40

CFO Plans

DECEMBER 23, 2024

Optimize Your Budget with Strategic Planning from CFO experts. However, after bringing on a seasoned CFO, the company implemented a comprehensive financial planning strategy, including detailed budgeting and exploring diverse startup financing options.

Startups 52

Startups Planning CFO Budgeting 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. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. it exposes you.

Investments 52

Investments Profit and Loss Securities Risk Management 52

CFO Plans

MARCH 10, 2025

With the looming threat of client payment delays, businesses must embrace comprehensive CFO Plans to safeguard their financial health and ensure operational continuity. By using real-time analytics and flexible credit options, they maintained financial stability and met payroll on time, showcasing the effectiveness of strategic planning.

Economics 52

Economics CFO Risk Management Leverage 52

Future CFO

FEBRUARY 16, 2025

Data intelligence is at the heart of this transformation a critical enabler of strategic decision-making, operational efficiency, and regulatory compliance. Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning."

Finance 64

Finance Forecasting CFO Compliance 64

CFO Simplified

AUGUST 22, 2022

By this time, you are well on the road to executing your strategic plan for this year. This strategic plan includes evaluating your client relationships: Do they fit into your business model? You aren’t taking advantage of the security or processing that some banks are providing as part of modern treasury management.

Banking 98

Banking Strategic Planning CFO Treasury 98

Nerd's Eye View

SEPTEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)

Strategic Planning 98

Strategic Planning Construction Practice Management Communication 98

PYMNTS

NOVEMBER 7, 2017

That’s because many IT security professionals themselves are at a loss for how to protect the enterprise against targeted cyberattacks, researchers concluded in Kaspersky’s “ New Threats, New Mindset: Being Risk Ready in a World of Complex Attacks ,” released last week. One reason is because of a talent shortage of IT security experts.

Securities 43

Securities Strategic Planning Investments Accounting 43

CFO Plans

JANUARY 20, 2025

Strategic Tax Planning for Entrepreneurs The foundation of effective tax management begins with strategic planning. Our services, including accounting, tax, and strategic CFO support, are designed to provide cost-efficiency and operational scalability.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

Nerd's Eye View

OCTOBER 14, 2024

Firms can help them create a strategic plan and offer mentorship to steer them in the right direction as well as the time, budget, and staff support they need to ensure they thrive in their new role. Sales and marketing may not come naturally to them – they've likely never done this before and need clear guidance. Read More.

Strategic Planning 98

Strategic Planning Sales Planning Budgeting 98

CFO Talks

NOVEMBER 29, 2024

I proposed a recapitalization plan to the board, which was approved, and this reduced our gearing from 101% to 36%. Simultaneously, I renegotiated interest rates with Standard Chartered Bank, securing a 50% reduction in interest costs, saving us $1.5 million annually. This freed up capital for reinvestment.

Finance 98

Finance Profit and Loss CFO Leadership 98

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Planning 98

Planning Strategic Planning Securities Numbers 98

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

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. They develop and present financial narratives that attract investors and secure the necessary funding for growth.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

JUNE 10, 2024

With a wealth of digital data available, trade finance becomes ripe for advanced analytics, offering deeper insights for risk management, trend analysis, and strategic planning. By utilising advanced digital solutions and employing robust security measures, this digital shift also enhances transparency and security."

Finance 90

Finance Compliance Communication Strategic Planning 90

CFO News

JUNE 3, 2024

With a clear vision and strategic planning, Modi 3.0 By prioritizing manufacturing, infrastructure, employment, and energy security, Modi has committed to fostering a thriving India Inc. As India looks ahead to another term under Modi's leadership, a promising future awaits.

Prioritization 49

Prioritization Strategic Planning Leadership Manufacturing 49

Global Finance

JUNE 6, 2024

The Bank of Namibia (BoN) has signed an agreement with NPCI International Payments Limited (NIPL), an international arm of the National Payments Corporation of India (NPCI), to develop a secure national payment system, similar to India’s Unified Payment Interface (UPI) using the same technology.

Strategic Planning 64

Strategic Planning Financial Systems Banking Securities 64

CFO Thought Leader

MARCH 11, 2025

The moment 2X secured private equity backing in March 2023, CFO Brandon Sullivan knew expectations would shift overnight. The moment 2X secured private equity backing in March 2023, CFO Brandon Sullivan knew expectations would shift overnight. Theres gonna be a press release, he remembers thinking.

CFO 52

CFO Finance B2B Budgeting 52

PYMNTS

FEBRUARY 26, 2020

Cash management firm The Brink’s Company is acquiring a majority stake in the security services company G4S for $860 million (£660 million), The Brink’s Company announced on Wednesday (Feb. times,” according to the release.

Cash Management 70

Cash Management Strategic Planning Securities Investments 70

VCFO

JANUARY 23, 2024

In much the same way as, diversifying investments is a prudent strategy to mitigate personal risk, strategizing the sale of your business well in advance is an integral step toward securing your financial future. —– How much can your business benefit from proactive planning and improved capital structure?

Planning 81

Planning Concentration Strategic Planning Securities 81

CFO Talks

JULY 4, 2024

Leverage Digital Payments for Efficiency The shift towards digital payments is not just a trend; it’s a strategic necessity. Dr. Ayiku highlighted that digital payments offer significant advantages, including reduced errors, increased speed, and improved transaction security.

CFO 52

CFO Strategic Planning Currencies Prioritization 52

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. Customers can enable advanced analytics and insights, improving decision-making and strategic planning.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

CFO Thought Leader

MARCH 12, 2025

After securing private equity backing in March 2023, 2X ramped up hiring in anticipation of rapid growth. In this episode, CFO Brandon Sullivan of 2X shares how he transformed financial reporting to drive agility and informed decision-making.

Finance 40

Finance CFO Communication Financial Reporting 40

Jedox Finance

JANUARY 12, 2022

Integrated financial planning is a vital component of modern planning that supports long-term business performance. Types of corporate financial planning. In corporate financial planning, there is a distinction between operational and strategic planning, and between short-term and long-term planning.

Planning 138

Planning Profit and Loss Sales Investments 138

PYMNTS

AUGUST 15, 2019

He is a natural fit to lead FedNow given his success in previous Federal Reserve technology and business management roles, and his leadership of our payments security efforts.”. He is currently responsible for financial and treasury services, strategic planning and information technology in the institution.

Strategic Planning 63

Strategic Planning Treasury Leadership Banking 63

CFO News Room

DECEMBER 16, 2022

Job security is always a concern when choosing a career, but some fields are more recession-proof than others. Thinking critically is of the utmost importance for business leaders when it comes time to make big decisions like hiring, budgeting, and strategic planning. One industry that tends to be recession-resistant is finance.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

PYMNTS

SEPTEMBER 4, 2020

As organizations accelerate their sales digitization efforts, B2B eCommerce has jumped to the top of strategic planning initiatives. Enterprise governance software company Honcho secured $4 million in Series A funding , the Colorado-based startup announced in a press release this week. Cloudentity.

B2B 60

B2B Startups Communication Strategic Planning 60

CFO Leadership

DECEMBER 12, 2022

Asset-rich companies that have variations in cash flow but need significant capital to help them operate can access revolving lines of credit or term loans that are secured by the borrower’s assets. Succession planning: Good succession planning involves deliberation over what is needed for the long-term success of a business.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

Beacon CFO Plus

MAY 5, 2023

Knowing what you’re doing begins with having a strategic plan in place for your business that incorporates risk management. With the guidance of a fractional CFO, you can strengthen your strategic plan to incorporate risk mitigation and be better prepared to handle whatever situations arise for your business.

Risk Management 52

Risk Management Strategic Planning CFO Compliance 52

PYMNTS

JANUARY 20, 2021

In December, TransferMate of Ireland announced that it had secured the first of two payment licenses in South America as part of its growth effort. TransferMate is one step closer to its strategic plan to create the widest settlement network in our industry,” TransferMate CEO Sinead Fitzmaurice said in a press release at the time.

Foreign Exchange 57

Foreign Exchange Reconciliations Strategic Planning Currencies 57

Future CFO

JULY 14, 2022

As financial risks and opportunities related to climate change become an important consideration as part of companies’ risk management and strategic planning processes, CFOs have a central role in driving their organisation’s ESG agenda. They are also a key business partner who helps drive the company’s strategic agenda.

Risk Management 98

Risk Management Compliance Planning Finance 98

CFO Talks

JULY 16, 2024

Key Initiatives and Strategic Planning : Pieter detailed key initiatives undertaken by the ICFOA, emphasizing strategic planning that aligns with global financial trends. Pieter highlighted the importance of fostering collaboration and sharing best practices among CFOs globally.

Leadership 52

Leadership CFO IFRS Strategic Planning 52

PYMNTS

JANUARY 30, 2020

These 16-digit credit card numbers are created for one-time purchases at set amounts, and the convenience, security and speed they provide are allowing them to take hold in the B2B payments space. Settlement is instantaneous, though, granting AP departments real-time cash flow data, and improving strategic planning.

B2B 71

B2B Invoicing Accounts Payable Reconciliations 71

Future CFO

MARCH 24, 2024

Alvin Ip: A typical day in my role as Aspire's CFO is a dynamic mix of strategic planning, collaboration, and decision-making. Strategic planning takes a significant portion of my day, where we delve into overarching strategies, team organization, and directional considerations.

Strategic Planning 52

Strategic Planning CFO Finance Planning 52

CFO Plans

OCTOBER 21, 2024

A manufacturing firm successfully renegotiated their loan to secure a lower interest rate. This strategic move helped in preventing financial crises in business by easing cash flow constraints. Take the next step in securing your business’s financial future with CFO Plans – your trusted partner in financial success.

CFO 52

CFO Profit and Loss Startups Prioritization 52

The Charity CFO

JULY 2, 2024

If this feels relatable, this article will walk you through the steps you need to modernize your nonprofit operations–from adopting technology solutions to improving data security. Data security may also be an important part of staying compliant with federal, state, and local regulations.

Nonprofit 52

Nonprofit Auditing Prioritization CFO 52

PYMNTS

FEBRUARY 5, 2018

“We continue to execute against our strategic plan and deliver strong results,” the company’s President and CEO Rob Eberle said in a statement. We have a high degree of confidence in our ability to continue to execute against our strategic plan, achieve our financial targets and drive shareholder value.”.

Technology 40

Technology GAAP Strategic Planning B2B 40