Daniel McCombe

Controllers sit at the center of cash flow management, but what does their visibility really look like? The truth is, without *real-time* visibility, it can feel impossible to forecast liquidity, let alone advise your leadership on it. The problem is, manual systems can often obscure the true cash position. So to do some uncovering, CFO Brew is joined by the finance leaders at BILL to explore how to utilize AI and automation to simplify financial processes—and not to mention, reduce fraud. If your cash flow has you more stressed than impressed, tune in for these insights: https://lnkd.in/eRzmps6J

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Many CFOs operate without a true peer environment. Inside their organizations, they are expected to provide answers. Outside the organization, most conversations stay at the surface level. But the role today is more complex than ever. CFOs are navigating: • Capital allocation decisions • Cost pressure and margin management • Workforce and operational complexity • Strategic risk and uncertainty The value of a trusted peer group is not advice. It’s perspective. A small group of experienced finance leaders asking better questions, challenging assumptions, and helping each other think more clearly. That’s the philosophy behind CFO Circle. #CFOLeadership #FinanceStrategy #ExecutiveLeadership #CFOPeerGroup #LeadershipDialogue

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Accrual = Reality. Cash = Misleading. When it comes to multi-service practices, cash-based accounting leaves gaps in your financial insights. Accrual accounting is the only way to see the true state of your practice’s finances. Get the clarity you need to make confident, data-driven decisions. 👉 Learn more about accrual accounting at VetBooks: VetBooks.com/services

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What happens when the deal becomes complex? Mid-market transactions sit in a unique sweet spot: big enough to attract serious private equity, but often without the infrastructure to support a smooth deal process. That’s where experienced CFO-level leadership becomes critical. From navigating quality of earnings and validating cash flow, to negotiating working capital mechanics and driving post-deal integration, the CFO plays a central role in protecting value and maintaining momentum. Read more about a fractional CFO's value, and how FYN GLOBAL can help: https://lnkd.in/edsUUEvc Richard Salt Rich Bradley Jessica Weeman, ACC Vicky Roddy Fleur Hicks Emily Gates

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Modern CFOs are rethinking cash flow. This guide explores how finance leaders can strengthen cash flow strategy by connecting planning, forecasting, and real-world cash timing, so insights arrive when they actually matter. Built for CFOs who want clarity, not complexity. Dive in: https://lnkd.in/ghHhcv9Q

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Your budget model is built for the year you are in. Your strategic financial planning model is built for the company you are becoming. Most FP&A teams complete the annual budget and move on. But if your team avoids scenario planning because it takes too long, or struggles to name the metrics a strategic partner would use to evaluate your business, that is a signal worth paying attention to. A Strategic Financial Planning Model condenses your full budget into a leaner, metric-driven framework built for speed. Run what-if scenarios quickly, benchmark against peers, and model growth options without rebuilding from scratch. Q2 is the right time to build it. Read the full blog to learn how to get started. https://hubs.la/Q044gy_v0 #FPandA #CFO #StrategicPlanning #FinancialLeadership #BusinessGrowth

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Just Publsihed The Value Creation Playbook for Private Equity Operators The Private Equity Alpha Series – Set 1 A definitive, practical guide covering buy-and-build strategy, M&A integration, CRO-led RevOps, and EBITDA normalization; all built for OPs, CFOs, and transformation leaders. 7 guides in one playbook Buy-and-build + post-merger integration CRO/RevOps growth systems EBITDA adjustments for clean exits https://a.co/d/4zC0lwF

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Big-company CFOs aren’t waiting for the future, they’re actively building it. A new survey of 655 senior finance leaders at $1B+ firms reveals where they’re investing, what’s keeping them up at night, and how they’re engineering transformation from the ground up. https://lnkd.in/gv3fwYZg

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Ready to accelerate your finance transformation journey? Many FP&A teams are still managing outdated tools and disconnected processes—trapped in reporting cycles when they should be driving strategic impact. Our new guide shares the 3 critical phases of finance transformation to evolve your team into a force for efficiency, agility, and collaboration across the business. 💡 Inside, you'll learn: 🔹 A practical framework to move from spreadsheets to continuous forecasting 🔹 How to empower FP&A to drive strategic business influence 🔹 Warning signs your finance processes are holding you back 🔹 Where AI and automation accelerate transformation Start your roadmap to a more efficient and strategic finance function. Get your copy: https://lnkd.in/ewuZb7ix

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Most finance dashboards still report the past. But today’s CFOs need dashboards that guide decisions, highlight deviations, and align teams in real time. Our latest infographic explores how a well-designed CFO dashboard transforms Purchase-to-Pay data into a true performance driver, not just another report. 👉 Download the infographic and rethink the role of your dashboard https://hubs.la/Q0410XX40 #CFO #FinanceTransformation #P2P #DataDrivenFinance #Dashboard

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Many companies believe their finance function is under control because reporting is accurate and delivered on time. Reporting alone does not support strategic decision-making. Reporting shows what has already occurred. Decision-grade finance evaluates: - margin behavior - cash impact of growth - forward-looking operating risk - performance against external benchmarks When finance is structured for record-keeping, leadership may have visibility without context for future decisions. The distinction between reporting and decision-grade finance often determines whether financial leadership can support growth in real time. Our latest article examines this gap and outlines what leadership teams should evaluate beyond internal reporting. Read the full article here: https://lnkd.in/eBZAQ7A9 #StrategicFinance #FinancialVisibility #CashFlowManagement #BusinessPerformance #CFOLeadership

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Board finance discussions: how CFOs elevate them. Board meetings shouldn’t feel like a financial download. Great CFOs help boards focus on: • Trends, not just totals • Risks, not just results • Strategy, not just spend The difference is the narrative. When finance leaders connect financial performance to operational reality, boards gain clarity and conversations become forward-looking instead of reactive. If your board deck answers what happened but not why it matters, there’s an opportunity to elevate the discussion.

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2025 still holds major opportunities, if CFOs know where to focus. The 2025 CFO Agenda features 25 business-building ideas to help you finish the year strong, drawn from conversations with finance leaders across industries. 🔍 Inside the guide: ✅ Strategies to boost data visibility and financial performance ✅ Tips to stay ahead of regulatory changes ✅ Ways to lead AI initiatives that drive impact Don’t miss your chance to reset, refocus, and lead with clarity. 👉 Download the guide now: https://hubs.li/Q03wr6jt0 #CFOAgenda #FinanceStrategy #Leadership #AIinFinance #YearEndGoals #DataDriven

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𝗖𝗙𝗢𝘀: 𝗦𝘁𝗶𝗹𝗹 𝗰𝗵𝗮𝘀𝗶𝗻𝗴 𝗱𝗼𝘄𝗻 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝗲𝘃𝗲𝗿𝘆 𝘄𝗲𝗲𝗸? When systems don’t talk, liquidity questions get complicated—fast. This guide roundup is built for CFOs ready to lead with real cash control and strategic clarity. 🧠 Frameworks for better forecasting ⚙️ Tech advice that actually drives results 📊 Tips for integrating treasury, finance, and data strategy If you’re looking to simplify liquidity management and build a stronger finance backbone, start here. Read the full roundup: https://lnkd.in/eCt2wAGs #Treasury4 #CashVisibility

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Budgeting isn’t just for finance teams, it’s a strategic tool that empowers entire organizations to make smarter decisions, optimize resources, and drive growth. C-Suite & Executives • Align budgets with business strategy. • Forecast cash flow and mitigate risks. • Make agile decisions with scenario modeling. • Ensure compliance with financial regulations. Finance & Accounting Teams • Automate repetitive tasks (allocations, approvals). • Reduce errors with AI-powered forecasting. • Generate audit-ready reports in seconds. • track variances and adjust budgets dynamically. Department & Project Managers • Set budget limits tied to team goals. • Monitor real-time spend vs. targets. • Request approvals in one click. Procurement & Operations Teams • Enforce pre-approved vendor spending. • Flag overspending before it happens. • Optimize cash flow for inventory/contracts. Auditors & Compliance Teams • Automated audit trails. • Standardized reporting (GAAP/IFRS). #livabudget #budget #budgetculture

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We're speaking with CFOs every day who are navigating USD/AUD volatility. Here are the four questions we're asking and three ways Primary helps put a proactive FX strategy in place.

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Most CFOs think about tax compliance. Few treat tax incentives as a strategic lever. In this CFO-led conversation, identify and use specialty tax incentives like R&D credits, energy incentives, and cost segregation to improve cash flow and fund growth initiatives. Expect true stories, real numbers, and a candid look into a CFO’s decision-making process – including practical screening questions for all industries. DAY 1 Breakout session presented by Capstan Tax Strategies 📍 Spring 2026 CFO Leadership Conference 📅 June 3–5, 2026 | Boston, MA RSVP: https://lnkd.in/ehJ5A8iF

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