Charlotte Taylor

Recent Posts

eBook - What a New Finance Director Should Do First

Posted by Charlotte Taylor on 25/03/20 11:16

Starting any new role can seem daunting, as a c-level finance leader, you will be expected to be pro-active, implement improvements and drive the success of the business.

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Tags: New in Post, cfo

SMB's - Stay ahead with financial forecasting

Posted by Charlotte Taylor on 09/03/20 17:23

Small is beautiful, they say, and when it comes to business, it is certainly the case. The ability to seize opportunities fast, create new markets and disrupt is beyond the grasp of most enterprise-sized business. 

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Tags: Growth, forecasting

5 Questions CFO's Should Be Able To Answer

Posted by Charlotte Taylor on 05/02/20 10:29

With the ever-expanding role of a CFO it can be easy to lose sight of the core pillars of control that are critical for the success of a business. Are you still in control? Can you confidently answer these 5 questions?

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Tags: New in Post, Growth

Let It Go - Finance Guide to Successful Delegation

Posted by Charlotte Taylor on 28/01/20 09:30

It's no surprise that senior finance professionals really struggle to delegate effectively. So here's our guide on how, and what work to let go.

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Let's Talk Finance Lunch 28th November Central London

Posted by Charlotte Taylor on 04/11/19 09:15

Formulate are pleased to announce it's 'Let's Talk Finance' in Central London on Thursday the 28th of November. We've arranged an exclusive lunch table for finance professionals to eat, chat and network. Book your place.

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Tags: Events, Blog, cfo

Office Monsters - How to Tame Spreadsheet Beasts

Posted by Charlotte Taylor on 31/10/19 08:00

We have all seen, or worked with, or even built, a spreadsheet monster. There is a high chance that there is one lurking in your office somewhere, or maybe everyone knows it's there, but no-one knows how to deal with it.  They usually congregate in the Finance department and can often be seen during budgeting. They are difficult beasts which can perform miracles and at the same time create disaster.  

So the horrors of spreadsheet error and crashes are well known but what you really need is to know how to manage your spreadsheet monster. So here's the guide to keeping your spreadsheet monster. 

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Tags: Excel

How To Make Reporting Your Secret Weapon For Change Webinar

Posted by Charlotte Taylor on 29/10/19 09:45

Are your reports taking too long to produce? Do you lack confidence in the numbers? Want easier and faster access to the numbers? Watch our webinar and discover how to transform your financial reporting.

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Tags: Reporting, Growth, Adaptive Insights, cfo

Why Failure To Act is an Act of Failure

Posted by Charlotte Taylor on 15/10/19 15:01

In the real-world the pace has quickened. More happens in a given period than before. When driving, speed up and you look further down the road for signs of trouble. Failure to look far enough ahead, hikes up the risk of the unexpected.

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Tags: cfo

CFO's Are You Ready to Become Finance Business Partners?

Posted by Charlotte Taylor on 02/10/19 13:43

CFO's are you ready to become finance business partners? No more time spent on month-end budget rounds or quarterly forecasts.  But building business relationships and offering up new insights and directing decision making! Is that how you see your role evolving?

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Tags: cfo

Let's Talk Finance Brexit Lunch 31st October Central London

Posted by Charlotte Taylor on 30/09/19 10:10

Formulate are pleased to announce it's 'Let's Talk Finance' in Central London on Thursday the 31st of October (Brexit Day). With political turmoil, divides and daily revelations it is anyone's guess whether the UK will remain European Union with an extension or a deal can be found.

However, what you can be sure of on the 31st of October is an exclusive lunch table for senior finance professionals to eat, chat (not just about Brexit) and network. - Reserve your seat at the table.

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Tags: Company news, Blog, cfo, formulate