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5 Essential Financial KPIs Every Finance Leader Should Track
finance pillar
Financial Planning and Analysis (FP&A) plays a crucial role in driving the financial health and success of an organization. To effectively manage and guide their company’s financial strategy, finance leaders must have a comprehensive understanding of key performance indicators (KPIs). These KPIs provide valuable insights into an organization’s financial performance, helping finance leaders make informed decisions and drive growth.

Ehab Sobhy

CFOs: How to Make Logistics A Strategic Advantage
treasury pillar
Small to midsize businesses can often find themselves in a tough spot when it comes to the freight market. Low volume often means less purchasing power, meaning these businesses are often left to the discretion (and rates) of the carriers and brokers they negotiate with. As a result, these businesses can often find themselves losing out on business or even losing customers to their larger competitors simply due to the higher freight costs. Additionally, the lack of purchasing power means a lower margin on the products they are able to sell due to the higher receiving costs from suppliers.

Jason Lockard

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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.

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Accounting

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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.

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Finance

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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.

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Treasury

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Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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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

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