Harvard Business Review

NOVEMBER 25, 2013

This lack of an analytical approach has traditionally formed a barrier between marketing and finance. One financial services CMO told us how CFOs typically perceive his function: “We’re going to give a certain amount of dollars to those guys. They’re going to make ads and do whatever it is they do.

CFO 8

CFO Short-term Long-term Benchmarking 8

Harvard Business Review

OCTOBER 1, 2018

” In finance, for example, that might mean believing — based on no evidence — that only MBA graduates from an elite university are likely to succeed at their jobs. Run a gap analysis. In reality, many of the top performers at Intuit, including the CEO and CFO, did not hold degrees from an Ivy League school.

Power 12

Power Management Diversity CFO 12

Harvard Business Review

SEPTEMBER 23, 2014

When I do get a name, it often differs depending on who I asked—a marketing executive points to one person, while finance identifies someone else. Analytics requirements can span business units, database and analysis systems, and reporting hierarchies. The answers I most often get are “Nobody” or “I don’t know.” That isn’t good.

Company 8

Company COO Information Technology CFO 8

Harvard Business Review

APRIL 6, 2011

The analysis and design phase of a "bet your company" process change needs to be done thoroughly. Process champions must have them ready for the day when the CEO or CFO effectively says, "Show me the money.". Engage the finance organization. Finance was on board at the company in our story.

Process 14

Process Six Sigma Finance Short-term 14

Harvard Business Review

SEPTEMBER 23, 2014

” When I do get a name, it often differs depending on who I asked—a marketing executive points to one person, while finance identifies someone else. Analytics requirements can span business units, database and analysis systems, and reporting hierarchies. That isn’t good.

Company 8

Company COO CFO Analysis 8

Harvard Business Review

JULY 29, 2014

In Sarah’s opinion, the problem was obvious: Sid Yerby, the CFO. Despite her repeated requests for comprehensive financial statements, he continued to come to board meetings with a mere two pages of analysis that lacked any explanation. had pulled her aside and asked her to stop arguing with the CFO. had grown distant.

Case Study 9

Case Study Real Estate CFO Letter 9

Harvard Business Review

DECEMBER 17, 2015

Education crowdfunder DonorsChoose.org, which finances classroom-based projects, is a good model of success. Good Shepherd’s CFO, Greghan Fischer, for example, saw strong potential in Yan Li, a quietly competent member of her finance team. Fischer had Li practice leading budget meetings and provided feedback.

Development 8

Development Mentor COO CFO 8

Harvard Business Review

APRIL 30, 2015

“At most companies, the cost of capital is a mechanical calculation done by the finance people. For example, a company’s cost of capital may be 10% but the finance department will pad that some and use 10.5% Finance & Accounting Tool. Though there is typically a distinction. or 11% as the discount rate.

Cost of Capital 8

Cost of Capital Cost Finance Discount 8

Harvard Business Review

JANUARY 24, 2013

The company Chief Risk Officer ( Barry Zubrow , until January 2012) and the CFO ( Doug Braunstein, since replaced ) bore significant responsibility for the inadequacies of the risk and finance functions inside CIO — and for the failures of firm-wide risk and finance to spot trouble.

Report 8

Report CIO Crisis Committee 8

Harvard Business Review

SEPTEMBER 22, 2011

Your CFO and finance team can take a leadership role here. Unless line managers and finance really believe in the link between customer feedback and business outcomes, your incentive system won't last long. A clear link to financial and strategic outcomes. Your customer metrics must correlate with financial and strategic goals.

Incentives 10

Incentives Sample Customer Loyalty Metrics 10

Harvard Business Review

SEPTEMBER 11, 2017

Strategies like outsourcing, hiring lower-cost people, or exotic employment offer tempting cost savings to the finance-minded folks. Scaling up comes with CFO and board pressure to gain efficiency, and the natural tendency of a business will be to squeeze customer teams. Don’t fall prey to analysis paralysis.

Metrics 13

Metrics Engineering Efficiency Learning-by-Doing 13

Harvard Business Review

OCTOBER 11, 2013

Densmor, Terranola’s CFO, saw those words on Twitter about one minute after Hughes had uttered them. As CFO, A.J. What’s your reaction to Terranola’s silence about your analysis?” An agitated Henry burst into his office only a few seconds later. I know the investors will come around.” Confident words. A Veiled Threat.

Case Study 8

Case Study CFO Hedge PR 8

Harvard Business Review

NOVEMBER 1, 2013

A study of CFO surveys shows that corporate financial professionals are way too sure of their ability to predict the future. Over the course of a decade, the CFOs were asked to state the range of one-year stock-market forecasts that they thought would lead them to be right 80% of the time. But do they?

CFO 8

CFO Survey Globalization Document 8

Harvard Business Review

MAY 14, 2015

The company’s executives said that to help finance the plan, McDonald’s would increase refranchising (turning company-owned restaurants into franchises), take on more debt (even at the risk of lowering its bond rating ), and find $300 million to cut in general and administrative expenses. ’ ” The losers.

Price 8

Price Franchising Short-term CFO 8

Harvard Business Review

SEPTEMBER 21, 2015

Lotta Tindal, the chief marketing officer for the Dutch hospitality group Ervaring Hotels & Resorts, hadn’t wanted to come to the presentation, but Gerard Bakker, Ervaring’s CFO, had twisted her arm. “These things are nothing more than glorified sales pitches,” she whispered to him.

Case Study 8

Case Study Travel Hotels NPV 8

Harvard Business Review

OCTOBER 31, 2011

Back at the office, Stan stopped by to see his CFO, Carl Amirault. Your own team's analysis showed how many people don't have access to credit there.". His team's analysis says we have a 35% chance of success in Mexico, but I think they were too conservative. Stan left the store and grabbed a Coe's hat from his trunk.

Case Study 10

Case Study Marketing Real Estate Retail 10