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Expanding the benefits of financial services

Having a financial account is essential for adults to save, borrow, make payments, and manage unexpected expenses. However, financial products come with risks, especially for those with limited financial knowledge or living in countries with poor consumer protection systems. Inexperienced account owners are vulnerable to fraud, over-indebtedness, and misunderstandings about account terms and fee structures. …

Strategic Financial Leadership: 6 Skills CFOs Need Now

It used to be that a chief financial officer’s primary focus was on the traditional functions of the job: monitoring cash flow and financial activities; serving as a controller and accounting expert; limiting unnecessary spending; and ensuring that financial decisions conformed to standard operating procedures. These duties are still critical, of course, but they’re increasingly …

How Forensic Accounting Can Supercharge Your Financial Risk Analysis

What Is Forensic Accounting? Forensic accountants, also called investigative accountants, are commonly associated with investigating criminal activity, but that’s not all they do. These specialized practitioners are equipped with specific accounting skills and tools to dig into what lies beneath financial statements and uncover other hidden problems and risks, including those related to: Fraud: loss …

Why Your Startup Pitch Needs Sensitivity Analysis

As an FP&A specialist who has supported multiple successful eight- and nine-figure fundraising efforts through financial modeling and pitch deck development, I’ve learned firsthand the nuances that separate founders who get funding from those who leave the table empty-handed. To present a convincing case, founders must show that they’re effectively balancing risk and responsibility by …