Paul Rokes

How a Fractional CFO Improves Financial Planning and Analysis (FP&A) https://hubs.ly/Q02KTxW10 For organizations that are not ready to hire a full-time CFO, an outsourced, fractional CFO can fulfill the same function to provide strong FP&A at a much lower cost. Let’s examine how an outsourced, fractional CFO can improve FP&A: #cfoselections

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🎙️ In the latest episode of The SaaS CFO Podcast, Eric Boduch discusses the broader scope of revenue management. It's not just about creating a revenue plan—it's about the ongoing responsibility of hitting targets and optimizing changes year-round. Eric emphasizes the importance of agility in this process. Don't miss this episode for essential insights on revenue management and strategic agility! Episode 131 is now available, links down below 👇 YouTube: https://lnkd.in/gdD6rNPA Apple: https://rpb.li/tgVFdD Google: https://rpb.li/kVW Spotify: https://rpb.li/7pwzP5 #SaaS #RevenueManagement #BusinessStrategy #Agility #RevenueOptimization #SalesLeadership #SalesStrategy #BusinessGrowth #Leadership #RevenuePlan #SaaSLeaders #Podcast #SalesPodcast #StrategicPlanning #BusinessSuccess #SalesGoals #PerformanceManagement #SalesPerformance #TechSales #BusinessPodcast

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Are you a “CF-No” or a “CF-Go”? Explore Tesorio's CEO, Carlos Vega, latest Forbes article and how connected finance solutions are empowering CFOs to confidently say "yes" to new opportunities and turn financial obstacles into strategic advantages. #connectedfinance #CFO #cashflow

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Are you a “CF-No” or a “CF-Go”? Explore Tesorio's CEO, Carlos Vega, latest Forbes article and how connected finance solutions are empowering CFOs to confidently say "yes" to new opportunities and turn financial obstacles into strategic advantages. #connectedfinance #CFO #cashflow

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Calling all FP&A professionals! Join Mosaic for a special webinar hosted by Christian Wattig, Founder of FP&A Prep: "How Effective CFOs Drive Action." Join us live on Monday, July 8th morning at 9 am PT or register to watch the webinar on-demand after it airs. This webinar is designed for CFOs ready to enhance their strategic influence within their companies. Discover best practices for compellingly narrating your financial story and becoming an indispensable strategic advisor to your business. What You’ll Learn: -- How to Master the Art of Financial Storytelling: Learn how to articulate financial insights in ways that resonate with stakeholders and drive strategic business decisions. -- Best Practices from Industry Leaders: Gain insights from successful FP&A leaders who have transformed their roles and enhanced business value by effectively communicating financial narratives. -- Tools for Strategic Influence: Explore tools and techniques that can elevate your strategic input and decision-making within your organization. Join us by registering here: https://lnkd.in/gDh7UBpD

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"Done right, the budget process can be a catalyst for something every CFO dreams of - higher stakeholder engagement and stepping back to watch them steward their budget throughout the year," says Stratify CEO Brian Camposano on FP&A Trends Group. Check out his framework for improving budget owner accountability here: https://lnkd.in/gB8gwGPH #fpanda #strategicfinance #businesspartnership

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Being a versatile strategic leader has never been more important. Discover how the CFO's role is expanding in The secrets of successful CFOs report. Read now: https://hubs.li/Q02_gG6S0 #NonprofitFinance #CFO #SageIntacct

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Imagine scaling a one-person finance team into a strategic powerhouse without adding more staff. That's exactly what Vena customer Kuali, Inc. achieved using #VenaCopilot for FP&A! ⚡💡 Their finance team is now empowered to:​ 👉 Enable budget stakeholders to be self-sufficient.​ 👉 Easily answer questions about budget variances and year-end projections.​ 👉 Free up time for more strategic, high-impact work,​ And the best part? With Vena Copilot’s insights, they still have full visibility and control over the process. 🙌 Want to scale your finance team like Kuali? Watch how they did it and learn how Vena Copilot can help your team https://bit.ly/3Yrnly1 🌐 ​ #FPandA #FinanceInnovation #StrategicFinance #CustomerStory

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In this episode of CFO Weekly, Colin Hewitt, CEO and Co-founder of Float Cash Flow Forecasting, joins Megan Weis to discuss all about leveraging cash flow forecasting for financial leadership and strategic decision-making. Check out the full episode: https://hubs.la/Q02wmsgf0 & in the comment link. 👇👇👇 #CFOweekly #CashFlowForecasting #ForecastingTools #CashFlow #FinancialForecasting #StrategicPlanning #Finance #CFO #CashFlowManagement #FinancialPlanning

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🔍 Zoom Into the Details: Cell-Level Drill Downs in Flux Reports Investigating variances just got faster. With our latest update, you can now click directly into any cell in a flux report to view the underlying transactions in NetSuite. Numeric's product is designed to get you to your underlying accounting data fast—whether you're analyzing high-level reports or drilling down into the details of a specific transaction. Before, you could do this in a flux report on an account level transaction drill-down. Now, you can narrow ever further by clicking into any specific cell and seeing the transaction lines that make up that number. This new functionality is live in the Flux Module for all NetSuite users. Just click into any cell in your flux report to explore. Want to check it out? Schedule a demo today: https://lnkd.in/gSZnrtTR

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🎙️ On The SaaS CFO Podcast, Sergio Gonzalez shares his focus on key metrics as his business nears its first anniversary. 📊 While many would prioritize ARR, Sergio emphasizes the importance of user adoption and engagement, as well as refining the go-to-market strategy. Tune in to learn how these metrics drive their growth and iteration. Hosted by Ben Murray, this episode is a must-listen for SaaS leaders prioritizing user experience and strategic learning. Episode 121 is now available, links down below 👇 YouTube: https://lnkd.in/gURBDMD3 Apple: https://rpb.li/tgVFdD Google: https://rpb.li/kVW Spotify: https://rpb.li/7pwzP5 #SaaSCFO #UserAdoption #UserEngagement #GoToMarketStrategy #SaaSFounders #StartupGrowth #BusinessMetrics #PodcastDiscussion #Entrepreneurship #TechStartups #FounderInsights #BusinessStrategy #SaaSIndustry #LearningAndIterating #CustomerSuccess #StartupSuccess #ProductDevelopment #SaaSCommunity #BusinessGrowth

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🎙️ On The SaaS CFO Podcast, Sergio Gonzalez shares his focus on key metrics as his business nears its first anniversary. 📊 While many would prioritize ARR, Sergio emphasizes the importance of user adoption and engagement, as well as refining the go-to-market strategy. Tune in to learn how these metrics drive their growth and iteration. Hosted by Ben Murray, this episode is a must-listen for SaaS leaders prioritizing user experience and strategic learning. Episode 121 is now available, links down below 👇 YouTube: https://lnkd.in/gURBDMD3 Apple: https://rpb.li/tgVFdD Google: https://rpb.li/kVW Spotify: https://rpb.li/7pwzP5 #SaaSCFO #UserAdoption #UserEngagement #GoToMarketStrategy #SaaSFounders #StartupGrowth #BusinessMetrics #PodcastDiscussion #Entrepreneurship #TechStartups #FounderInsights #BusinessStrategy #SaaSIndustry #LearningAndIterating #CustomerSuccess #StartupSuccess #ProductDevelopment #SaaSCommunity #BusinessGrowth

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Q&A with Xactly CFO Jason Godley — key trends in the SaaS market, how to navigate business uncertainty, and why finance chiefs need to act as chameleons. More in his article with CFO! https://lnkd.in/eHk5xhsR

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“A penny saved is a penny earned.” 🪙 – But how do you find those pennies without compromising quality or growth? Cost inefficiencies are often hidden in plain sight—whether in vendor contracts, supply chains, or operational processes. Identifying and eliminating them is essential to optimizing your budget and freeing up resources for growth. This is where a fractional CFO excels 🦸. By conducting a thorough review of your financial operations, they uncover inefficiencies that might otherwise go unnoticed. Whether it’s renegotiating supplier terms, improving inventory management, or refining processes, a fractional CFO ensures every dollar in your budget work more effectively. For example, they might identify opportunities to streamline your supply chain, reducing waste and improving cash flow. These savings can then be reinvested into strategic priorities like new product development or marketing efforts, amplifying your budget's impact. What inefficiencies slowly draining your resources? Check out our latest blog post for more ways a fractional CFO can enhance your budgeting process: https://lnkd.in/dH6Aj7Kh #annualbudget #fractionalcfo #cfo #corporatefinance #budgeting #costmanagement #businessefficiencies

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As 2024 wraps up, many CFOs are rethinking their Accounts Payable (AP) processes. Are you? Here’s what AI-powered automation can do for your AP team: - 80% reduction in processing costs - 75% faster processing times - 40% fewer human errors With JIFFY.ai's AI-powered Accounts Payable solution, your team can achieve: - 90% straight-through processing - 80% fewer invoice exceptions Imagine starting the new year with an AP process that’s faster, smarter, and more cost-effective. Discover how: https://hubs.li/Q02-r8540 #AIinFinance #AccountsPayable #Automation #CFO

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FloQast CFO Razzak Jallow shares how FloQast's $100M Series E funding is fueling innovation. From launching the Accounting Transformation Platform to introducing FloQast Journal Entry Management, AI Transaction Matching, and Consolidation, we’re redefining how accountants deliver value. The future of accounting? It’s brighter than ever. 🌟 👉 Explore Razzak’s insights: https://ow.ly/MbFk50U9EvB #FloQast #AccountingInnovation #Leadership #SeriesE #AccountingTransformation #Finance

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