- Sales Analysis: The Incredible Opportunity For Finance!
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- Depending upon what study you look at, most of the time in sales is spent on administrative tasks instead of being in front of customers. Given that the lifeblood of a company is the revenue that our customers so generously give to us, it is amazing that so little time is spent on helping sales teams be more efficient at generating revenue. CRMs are fantastic tools for gathering data on customer and sales rep activities, but organizations spend very little time in providing meaningful information to help sales teams be more effective.
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Take Assessment Watch Video- CFO Talk: The CFO Pricing Pyramid with Anne Warren
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- Steve had an insightful conversation with Anne Warren, Founder of Price Profitability Advisors, on CFO Talk. They delved into the crucial topic of pricing and the impact CFOs can have on their business by going all in on this key aspect of revenue generation.
- CFO Talk: Human Capital and Its impact on Business Valuation - Transcript
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- Welcome to CFO talk. I’m your host Steve Rosvold, Chief Learning Officer at CFO.University. In this episode, we’ll explore talent and its impact on business valuation. Today we have two distinguished guests who thrive in the human capital and business valuation space, Dave Bookbinder and Mark Iorio.
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
