Members-only Fractional CFO Transitioning to fractional financial leadership: How to lead in 2-4 days! If you're contemplating this shift, understanding how to effectively lead in just 2-4 days a week is crucial. The unique role of a fractional leader can significantly impact the people in your team, other business functions, external partners and especially business performance....
Members-only AI & Automation How to use GPT-4o mini in Excel & Google Sheets OpenAI has made a significant stride in making AI more accessible with the release of GPT-4o mini, their most cost-efficient and intelligent small model yet....
Members-only Financial operations The 7 key elements of the McKinsey 7S Model explained McKinsey 7S Model is one of the most powerful tools to assess the organization’s effectiveness in achieving its strategic goals through the interactions of seven key elements – Structure, Strategy, Skills, System, Shared Values, Style, and Staff....
Members-only Management The 5 pillars to build your next-gen FP&A team The five pillars of Mindset, Culture, Skillset, Digitalization, and Capacity collectively form the foundation of the next generation of financial planning and analysis (FP&A)....
Members-only FP&A How to boost the bottom line with Balanced Scorecards (BSC) Balanced Scorecards (BSC) is a strategic management performance metric that helps organizations to translate strategy into operational objectives that drive both behaviour and performance to deliver superior external outcomes....
Members-only Fractional CFO Making the move: Stepping into fractional success A fractional CFO isn't limited by working with one company at a time. You'll usually find that most people in this position work with a variety of companies on a part-time basis, offering deep financial expertise without the overhead cost of a full-time executive....
Members-only Fractional CFO 4 strategies for building a high-value client portfolio for fractional CFOs The clients you choose as a fractional Chief Financial Officer (CFO) aren't just a reflection of your market niche – they define your day-to-day work and strategic focus....
Members-only Business Partnering 5 actionable tips to build trust as an FP&A business partner A wise man (Stephen Covey) once said, “Change moves at the speed of trust” and that holds when it comes to the role of a finance or FP&A business partner. So, how can you build trust fast?...
Members-only Finance trends 9 upcoming trends that are transforming FP&A As the FP&A function continues to evolve, it's essential for financial professionals to stay up to date on the latest trends. In this article, we'll explore nine of the top upcoming trends that are transforming the FP&A function....
Members-only Strategy 3 strategies to slash costs with corporate treasury An effective corporate treasury department is much more than cutting checks and keeping the books tidy. When managed properly, it becomes a strategic function that optimizes cash flow, mitigates risks, and ultimately, saves your company a fortune....
Members-only FP&A How to create a driver-based planning framework Driver-based planning identifies and models the key operational drivers behind your company’s financial performance. With these in place, you can transform budgeting and forecasting from a labor-intensive grind to a seamless, automated process....
Members-only Career development Beyond FP&A: 9 exciting FP&A exit opportunities Considering FP&A exit opportunities? Whether you're searching for your next big challenge or simply curious about what you can do with FP&A experience, this blog post is tailored just for you....
Members-only Financial operations Earnings credit rate (ECR) formula & breakdown Account maintenance, wire transfers, check processing...they all add up. And the more you use bank services like this, the higher the charges. But what if you could recoup some of those costs? Thankfully, there’s a way to offset these types of costs and that’s with the earnings credit rate (ECR)....
Members-only Financial resilience Future-proof your forecasting: Strategies for navigating uncertainties Dive into some of the expert insights on navigating the challenges of financial forecasting....
Members-only Finance metrics 32 powerful CFO KPIs to measure and master This guide covers some of the most important CFO KPIs to track. First, we’ll look at the ones that'll give you a solid overview of the company’s financial health and performance. Then, we’ll move into the metrics used to measure your performance as the finance leader of the company....