Amalgamated Bank’s Post

We're approaching the third quarter of the year! Have you made time to review Q2 performance and financial statements? If the thought of doing this seems daunting, or you simply do not have time, a Fractional Controller can help. With a Fractional Controller, you gain the knowledge and experience of a seasoned professional without breaking the bank for financial advice. Fractional CFOs also work on an as-needed basis. Begin Q3 with confidence and the support you need for success and visit our site to discover all the benefits of a Fractional Controller: https://loom.ly/SkFb7Hs #fractionalcontroller #controller #financialcontroller

As the future of banking evolves, so must our leaders! Our Chief Financial Officer (CFO), John Woods, talks to Fortune on the transformation of his role and how #Citizens stands out in the industry: "The evolution of the CFO role over the past decade or more involves an intensifying expectation that the CFO is a partner to the CEO - and to the business unit leaders on deriving strategy." Check out the entire 'Fortune of Finance' series to hear more from John and other prominent leaders as they answer questions about their role in finance and what it means for the way we use money: http://spr.ly/6048X6ojs

Cash flow forecasting is critical to strategic decisions about your future growth—so start with an accurate forecast. Join Ali Hussain, CEO & Co-Founder at Tabs and Alan Federman, CPA, VP of Finance at Canvas as they uncover the best practices for forecasting. Ali & Alan get into: ✓ Reducing friction in financial processes ✓ Understanding contracts for accurate invoicing ✓ Why timely follow-ups for payments matters ✓ The impact of economic uncertainty on business decisions. Don't miss these valuable insights into effective financial management strategies, risk mitigation, and relationship management. 🎧 Listen here: https://lnkd.in/g-nk7H4b

Thrilled to share that I've completed a credit finance course! 🎓 This experience has deepened my understanding of credit management, financial analysis, and risk assessment. Looking forward to applying these skills to drive financial success. Excited for the journey ahead! #CreditFinance #ContinuousLearning #ProfessionalDevelopment

Dear Readers! Within our team, 10 has always been a special number, almost everyone being a sports lover plays a part. Yesterday, we completed our 10th edition of the Monthly Market Webisode. 10 months back, the seed thought was our vision to create a compelling, insightful knowledge base through a series of webinars that would enlighten our audience on a myriad of topics related to the world of finance and economics. We have had the privilege to have some of the stalwarts in the Finance sector who have shared their experiences and provided a better lens to view the different arenas of financial management. In our latest webisode, joining our partners, Maulik Shah and Pankaj Rathi was NIKHIL S., Group CFO, Blue Star Limited For someone who has been managing finances over the past 30 years, Nikhil Sohoni talks about why having a policy in place is important, the role of the treasury in corporates, and the best practices to manage currency, commodity, and interest rate risks. 💡 Here are the key takeaways from the session – 1. It’s essential to identify the role of the Treasury before getting into Financial Risk Management. Is it a cost center or a profit center? Acting as a cost center, the main objective of the treasury would be to safeguard the business by protecting the import costs or maximizing the export revenues. 2. Hedging is a 6-month lifeline given to the business. In the long run, the business would have to face the reality of major currency movements. 3. Monthly Assessments and performance monitoring form an integral part of a robust risk management policy. Continuous Evaluation along with healthy debates on the market views ensures that the company’s ship is steered in the right direction. 4. As a CFO/Treasury Head, it’s important to look at the bigger picture of business continuity and ‘take the business along’ while managing the treasury operations. 5. While framing a FRM policy, there’s no one-size-fits-all, the mindset is what matters whether you are handling a small, medium, or large enterprise.     Whether you are a CFO, business owner, treasury head, banker, exchange professional, or a keen learner, our webisodes have something for all! To watch the entire video – https://lnkd.in/dBdhmaWC   For more informative content, follow us on Linkedin and subscribe to our YouTube channel ✨

Strategic Finance Strategic finance involves using financial insights to support long-term business goals and create value. It encompasses capital allocation, risk management, and financial planning. By aligning financial strategies with overall business objectives, organizations can optimize performance, manage risks effectively, and drive sustainable growth. For example, strategic financial planning allows companies to allocate resources efficiently, invest in high-return projects, and ensure financial flexibility. This approach enables organizations to make informed decisions that enhance profitability and shareholder value, contributing to long-term success. #StrategicFinance #FinancialPlanning #RiskManagement #ValueCreation #BusinessStrategy

Excel in Advanced Financial Management with Sanjay Saraf AFM Classes from Lecturewala In the competitive world of finance, mastering Advanced Financial Management (AFM) is essential for success. Aspiring financial professionals need access to high-quality education that not only covers the theoretical aspects but also provides practical insights and real-world applications. That's where Sanjay Saraf AFM Classes from Lecturewala come into play. In this blog, we'll delve into why investing in Sanjay Saraf AFM Classes is the key to unlocking your potential and achieving success in your finance career. Understanding the Importance of Advanced Financial Management: Advanced Financial Management is a crucial subject for finance professionals, covering topics such as capital budgeting, risk management, working capital management, and more. Proficiency in AFM is essential for making informed financial decisions, managing corporate finances effectively, and maximizing shareholder value. Whether you're pursuing a career in corporate finance, investment banking, or financial analysis, a strong foundation in AFM is indispensable. visit us - https://lnkd.in/dN5GfMnV

One of the most underrated features of a great finance team is high risk tolerance. The more risk-tolerant your finance team, the faster they can make decisions and avoid missed opportunities. Thanks David at Demostack for the conversation! ————————————— I’m Ariel Menche and I help founders and CFOs transform their finance teams into strategic assets with world-class models and insights. Follow me for more insights on Strategic Finance and tips on transforming your Finance function from a costly drain into a strategic asset 📈

💰 The role of a treasurer is crucial for managing an organization's financial operations, including cash flow management. While the indirect method has its uses, the direct method's detailed and real-time insights make it an invaluable tool for treasurers. It enables them to effectively manage the company's cash position and contribute to its financial stability and growth. Having access to direct cash flow forecasting is particularly important for treasurers for the following reasons: 💡 Real-Time Decision Making: Direct cash flow forecasting provides a detailed, real-time view of cash inflows and outflows, enabling treasurers to make immediate financial decisions, such as short-term investments or debt repayments. ⚡ Risk Management: The direct method helps treasurers identify potential liquidity risks by offering a detailed view of cash flows, which is vital in preventing financial crises. 📈 Operational Efficiency: Direct cash flow forecasting can highlight inefficiencies in the company's cash cycle, allowing treasurers to implement strategies to improve operational efficiency. 🛬 Strategic Planning: Unlike the indirect method, the direct method provides detailed insights that aid in strategic planning. It helps treasurers align cash flow trends with the company's strategic goals. 😎 Are you ready to automate the cash flow forecasting processes? This can take some time and careful planning, but once it's properly implemented, it will save time, avoid inaccuracy, and provide real-time forecasting to support strategic decisions and future planning. #cashmanagement #cashflowforecasting #treasurymanagementsoftware

The Unsung Hero of Corporate Finance 💼 In the intricate world of corporate finance, the Treasurer plays a pivotal role. Responsible for managing the company’s liquidity, investments, and financial risks, the Treasurer ensures that the organization has enough cash flow to meet its obligations and seize growth opportunities. 💰 The Treasurer’s expertise is crucial for maintaining financial stability and driving success from strategic investment decisions to risk management. Their proactive approach to managing funds and mitigating risks keeps the company on a steady path, even in turbulent times. 🌊 By balancing short-term needs with long-term goals, Treasurers are the backbone of financial health, ensuring that every dollar is optimally utilized. Their work often goes unnoticed, but their impact is profound. 📈 #CorporateFinance #Treasurer #FinancialManagement #CashFlow #FinanceLeadership #BusinessGrowth #FinancialStability #FinanceHeroes