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Member's Profile
Dale Walsh
Title: Senior Financial Analyst
Company: Contractor
(Senior Financial Analyst at Contractor)
FP&A is tasked with monthly, quarterly, annual reporting to the directors and senior leadership. These reports can be tedious for recipients who are so close to all the activity that P&L analysis is really not all that helpful. Deeper drills into continuing hot...
Anonymous Member
Anonymous
(CFO)
Can anyone share a good template they use? Would you recommend using software to create your balanced scorecard, Excel or some other method?
Member's Profile
EMERSON GALFO
Title: CFO
Company: C-Suite Services
LinkedIn Profile
(CFO at C-Suite Services)
Here is a synopsis of how Tesla's twitter and homepage account got hacked. SecurityWeek, which spoke with a Tesla spokesperson, explained that the two accounts were hijacked via a simple tactic dubbed "social engineering." It went something like this: 1. A...
Member's Profile
Richard Wong
Title: Partner
Company: First Choice Capital Advisors
LinkedIn Profile
(Partner at First Choice Capital Advisors)
We are giving away sales samples to retailers so they're not paying anything for the goods. In this example would we the supplier be considered the final end user and therefore have to declare and calculate the sales use tax payable to California state tax board? Thanks
Anonymous Member
Anonymous
(CPA)
I currently work as a corporate senior accountant for a mid-sized company. Prior to my current job, I worked as an auditor for 5 years for a small CPA firm. I have been a senior accountant with my current company for a year and I am now thinking to switch from accounting to...
Anonymous Member
Anonymous
(Consultant)
Soooo has the audit environment escalated recently in your opinion? I have a client who runs a report out of a MS Access system that they use to create a journal entry to which they attach the report. The auditors are requiring the the report generate in a secure file...
Anonymous Member
Anonymous
(Sr Financial Professional)
I am currently working but want to progress my career eventually. Are there scholarships that can be applied for to cover the cost of a CPA review course and the cost of taking the exam?
Member's Profile
Event Questions
Title: Event Questions
Company: Proformative
(Event Questions at Proformative)
  "We have founder that requires their own set of accounts be used in reporting, so we must convert our P&L into those accounts. How do you suggest I get out of doing that double-work?" This question was asked at a recent webinar, now available on-demand...
Member's Profile
Event Questions
Title: Event Questions
Company: Proformative
(Event Questions at Proformative)
  "Can we totally eliminate excel as a financial analyst tool?" This question was asked at a recent webinar, now available on-demand: "How ‘Modern Modelers’ Will Take Over the World of Financial Analysis" Please add your thoughts about...
Member's Profile
Jennifer Duff
Title: Partner
Company: Management Stack, LLC
LinkedIn Profile
(Partner at Management Stack, LLC)
The Industrial Revolution fueled economic growth, introduced free enterprise, and provided more opportunity to Americans as the need for more workers in factories skyrocketed.  Unfortunately, however, typical workdays during this era involved employees performing...
Member's Profile
Event Questions
Title: Event Questions
Company: Proformative
(Event Questions at Proformative)
  "I have a concern that our accounting system that does not meet the needs of the modern modeler. I believe the system meets our core finance needs but how do we think about utilizing this system best to meet strategic reporting and analysis needs?" This...
Member's Profile
Meenal Ingale
Title: CPA
Company: Tesaro Inc
(CPA at Tesaro Inc)
We are a small start-up biotech company and we are looking into streamlining our purchasing process. Any recommendations?
Member's Profile
Christopher Webb
Title: Accounting Manager
Company: Private
(Accounting Manager at Private)
Member's Profile
Rich Welch
Title: CFO
Company:
(CFO)
I’m CFO of a ~100 person private company and am not terribly happy with my 401k provider. Their response is slow and their 401k management systems are sorely lacking. I want to put our 401k business out to bid. Anyone have any recommendations of 401k service...
Member's Profile
Event Questions
Title: Event Questions
Company: Proformative
(Event Questions at Proformative)
  "Is the management P&L identically laid out company wide, from the BU/Product right up to the Board report?" This question was asked at a recent webinar, now available on-demand: "Designing a Great Management P&L" Please add your thoughts...
Member's Profile
Event Questions
Title: Event Questions
Company: Proformative
(Event Questions at Proformative)
  "Should capital expenditures, traditionally a cash flow item, and often a big line item, be presented in the management P&L? " This question was asked at a recent webinar, now available on-demand: "Designing a Great Management P&L" Please...
Anonymous Member
Anonymous
(Controller/Finance Manager)
Does accrual of partner's (LLC-member) min tax distributions (not guaranteed payments like salaries) make sense and is a better alternative in some specific cases to a common practice of recording distributions as it occurs? I.e. if partners received a distribution in...
Member's Profile
Event Questions
Title: Event Questions
Company: Proformative
(Event Questions at Proformative)
  "What training can a modern modeler take (whether certification/designation) that is recognizable and adds value to any organization?" This question was asked at a recent webinar, now available on-demand: "How ‘Modern Modelers’ Will Take...
Member's Profile
Event Questions
Title: Event Questions
Company: Proformative
(Event Questions at Proformative)
  "What is the path for a standard accounting career background to move to a more strategic finance position? What skills should one attain and how can they be obtained?" This question was asked at a recent webinar, now available on-demand: "How ‘...
Member's Profile
Event Questions
Title: Event Questions
Company: Proformative
(Event Questions at Proformative)
  "How do you feel about google docs as a sharing mechanism?" This question was asked at a recent webinar, now available on-demand: "How ‘Modern Modelers’ Will Take Over the World of Financial Analysis" Please add your thoughts about it...