Resources

Recent Resources

Member's Profile
Sarah Jackson
Title: Associate Editor
Company: Proformative
(Associate Editor at Proformative)
Complete CFO Job Description in PDF format, covering both essential duties and qualifications plus optional extras. Tip of the hat to Proformative members Derek Claiborn and Richard...
Member's Profile
Moshe Kravitz
Title: Director of Finance
Company: IDT Telecom
(Director of Finance at IDT Telecom)
my favorite Excel keyboard shortcuts
Member's Profile
Event Resources
Title: Event Resources
Company: Proformative
(Event Resources at Proformative)
The CFO’s role has evolved from traditional reporting and controlling, to decision support and strategic execution. There is a growing expectation that the CFO will be a trusted...
Member's Profile
Event Resources
Title: Event Resources
Company: Proformative
(Event Resources at Proformative)
When it comes to buying software, the Office of Finance has multiple options in a broad range of categories covering every aspect of financial management. Today’s applications can...
Member's Profile
Len Green
Title: Principal - Finance/ Processes
Company: TSI-Transforming Solutions, Inc
(Principal - Finance/ Processes at TSI-Transforming Solutions, Inc)
This presentation was part of a seminar held by Proformative in Chicago, IL in February 2011. It is aimed at answering questions like: -how do we select a new system? -what would be a...
Member's Profile
Proformative Team
Title: Team
Company: Proformative
(Team at Proformative)
Member's Profile
Sarah Jackson
Title: Associate Editor
Company: Proformative
(Associate Editor at Proformative)
Includes types of documents, retention duration by type, exceptions, purposes of document retention, simple forms to use, and much more.
Member's Profile
Patrick Dunne
Title: Corporate Controller
Company: Packaging Dynamics
(Corporate Controller at Packaging Dynamics)
Used for medium to large companies
Member's Profile
Patrick Dunne
Title: Corporate Controller
Company: Packaging Dynamics
(Corporate Controller at Packaging Dynamics)
Sample of an Accounting Manager job description
Member's Profile
Jaime Campbell
Title: Chief Financial Officer
Company: Tier One Services, LLC
(Chief Financial Officer at Tier One Services, LLC)
A simple way to calculate the bonus based on multiple criteria. Technique: Use VLOOKUP to get the bonus for each independent criterion and use MIN to get the minimum of all of the...
Member's Profile
Charley Kyd
Title: Founder
Company: ExcelUser
(Founder at ExcelUser)
Here's simple worksheet in response to: Excel Formula to Calculate Year End Bonus, at: http://www.proformative.com/questions/excel-formula-calculate-year-end-bonus It uses MATCH...
Member's Profile
Charley Kyd
Title: Founder
Company: ExcelUser
(Founder at ExcelUser)
This example shows the NPV calculated two ways. The first formula uses Excel's NPV function to calculate the value directly. The second formula calculates the NPV by summing the...
Member's Profile
Alison Harris
Title: President
Company: Harris Media Services
(President at Harris Media Services)
Quantrix has just released the results of its annual survey of business and finance professionals. Information includes challenges faced and tools used, along with cloud-adoption...
Member's Profile
Simon Westbrook
Title: CFO
Company: Aargo Inc.
( CFO at Aargo Inc.)
17 Pages of checklist with handy topic sections and status columns.
Member's Profile
Sarah Jackson
Title: Associate Editor
Company: Proformative
(Associate Editor at Proformative)
Reasonably easy-to-read Affordable Care Act tax provisions, organized for three groups; as info for individuals, companies and other organizations via source links updated by the IRS...
Member's Profile
Sarah Jackson
Title: Associate Editor
Company: Proformative
(Associate Editor at Proformative)
Access this acquisition due diligence checklist
Member's Profile
Sarah Jackson
Title: Associate Editor
Company: Proformative
(Associate Editor at Proformative)
Attached are three outside employment policy examples.
Member's Profile
Sarah Jackson
Title: Associate Editor
Company: Proformative
(Associate Editor at Proformative)
Keep this Excel Shortcuts Cheat Sheet handy and turbo charge your next spreadsheet!
Member's Profile
Sarah Jackson
Title: Associate Editor
Company: Proformative
(Associate Editor at Proformative)
Special thanks to Keith Taylor for bringing it to our attention.
Member's Profile
Anonymous

In this Reval sponsored study, we surveyed 200 Proformative members to get insight into current and future treasury strategies. The study was spread out between both small and large...
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