- Managerial Reporting Scorecard
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- Our Managerial Reporting Scorecard is designed to add high value to this key CFO responsibility area - Timely reporting that drives keen insight into how your business is operating. We have distilled the survey that drives the scoring into 6 section with only 26 questions.The questions are framed in a way that minimizes your time investment while maximizing the worth of the results.
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Take Your Personalized CFO Readiness Survey by clicking the Take Assessment button below.
Take Assessment Watch Video- Most Leadership Training Doesn’t Work. Why Not?
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- Forbes Coaches Council member Aaron Levy has proposed that leadership training fails because of the structured way it is presented. Most leadership training programs are designed to present new skills in an easy-to-deliver, event-based format. The big problem with this approach is that it doesn’t deliver a change in behavior.
- Is AI the Future for Spreadsheets?
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- Until just a few years ago, there was no real alternative to Excel. If you wanted to do any type of data analysis, keep financial records, manage your corporate finances and perform risk analysis, Excel was the only tool at your disposal. But, as those of us working with them to make decisions based on numbers will tell you, traditional spreadsheets leave a lot to be desired. Yet, virtually everybody still uses spreadsheets that are vulnerable to data leakage, undetected errors and often bad business decisions.
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
