- 4 Steps to Improve Your Business Reporting Process
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- When done well, financial reports can provide insights into the past, present, and future, helping the entire company manage volatility, navigate organizational complexity, meet compliance requirements, and drive the direction of operations. As a result, financial reports have never been more necessary to run the company or more in demand by stakeholders. .
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Take Assessment Watch Video- CFO Talk: 13 Insights CFOs Should Know About Marketing & Sales - with Jerry Vieira
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- In this episode of CFO Talk Jerry Vieira challenges finance leaders to let go of conventional wisdom and embrace a mindset shift. From his rich background as an engineer, MBA, business leader and musician, Jerry crafts a discussion filled with wit and wisdom, offering CFOs the tools they need to decode the complexities of marketing and sales strategies. Jerry will guide us through the pivotal role of perceived quality, the essentials of a strong market strategy, and the often-overlooked power of the intermarket network.
- The Key to Collaboration is….
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- While examining why some collaboration is wonderfully successful while other collaboration fails, I came to one big realization. The key to successful collaboration is alignment. This article explores what alignment means in terms of two or more parties working together.
Governance & Controls – structure and controls.
Transaction Recording – systems, transaction processing and closing the books.
Reporting - efficient, timely and accurate information for decision making and meeting compliance requirements.
Accounting
Business Planning - provide the financial roadmap for the company with supporting analytics.
Financial Forecasting - integrate the company’s current performance relative to budget with the real-time business environment.
Investment Analysis - the framework to analyze new opportunities as they present themselves.
Finance
Cash Management - the discipline to ensure cash is available to operate the business normally.
Funding - Planning for and raising funds to meet the needs of the business.
Risk Management – Identification and mitigation of key business risks.
Treasury
Self-Awareness - Internal.
Team Building - External.
Strategy & Culture – Motivate people to follow you.
Leadership
Four Pillars of Executive Expertise
CFO.University is built around the Four Pillars of CFO Success. These Pillars are supported with Core Competencies. Our framework allows you to master your role as a senior financial officer. The Four Pillars are made up of:
Accounting – Governance & Controls, Transaction Recording and Reporting
Finance – Business Planning, Financial Forecasting and Investment Analysis
Treasury – Cash Management, Funding (Capital Raising) and Risk Management
Leadership – Self Awareness, Team Building and Strategy & Culture
