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What is next for the Fractional CFO - August 2025
- 1. Fractional CFO Model –What is next Paul Young CPA CGA Senior Data and AI Thought Leader August 4, 2025
- 2. Paul Young CPACGA Bio • Subject Matter Expert – Close, Consolidate and Reporting Cycle • Subject Matter Expert – Public Governance and Reporting • Subject Matter Expert – Environmental, Social, and Governance (ESG) Policy Development and Reporting • Subject Matter Expert – Data Integration and Data Management • Subject Matter Expert – Financial Planning and Analysis (FPA) • Subject Matter Expert – Customer Success Management (Data, AI, Platform, and Security • Subject Matter Expert – Risk and Compliance (Emergency, Risk, and Crisis Planning and Reporting) • Senior Matter Expert – Integrated Planning and Reporting • Subject Matter Expert – Profitability Modelling and Supply Chain Management Work Experience • IBM- Various positions (December 2006 to March 2023) • Deloitte Inc- Senior Consultant – Data and AI (June 2005 to November 20006) • Transforce (formerly Dynamex) – Financial Analyst – August 2002 to June 2005) • Linde (formerly Praxair) – Senior Accountant and Financial Analyst (January 1995 to November 2001 • Diamant Boart – Junior Accountant / Costing Clerk (July 1991 to December 1994) Skills: Data and AI (Cognos Controller, Planning Analytics (TM1), Cognos Analytics, OpenPages, Cloudpak for Data, Envisi, and WatsonX Modeling: Microsoft Excel Key engagements: Graphic Packaging, KLA, Mark Anthony, Werner, Irving Oil, Algoma Central Marine, Carhartt, AECOM, Dole Fresh Vegetables Ancestry.com, Golden Enterprises, Apria Healthcare, Century Communities, K Hovnanian Homes, Snap on Credit, Jones Lang Lasalle (JLL), A.W. Chesterton, and many others. Strong Partner Relationships: QueBit, eCapital, Revelwood, Intito, Cortell, Breakaway, Cubewise, 1Direction, Aramar , Converge Technology, BMA Group, Cortell Solutiosns, and many others Email: [email protected]
- 3. Agenda What is aFractional CFO Pros and Cons – Fractional CFO Modernization of Accounting Top Challenges facing the Fractional CFO What is next My experience
- 4. What is nextfor the Fractional CFO A fractional CFO provides strategic financial leadership on a temporary or part-time basis, typically for small to mid- sized companies that lack the resources to hire a full-time executive. These professionals offer expertise in budgeting, forecasting, fundraising, and M&A.
- 5. Pros and Cons– Fractional CFO
- 6. Pros and Cons– Fractional CFO
- 7. Modern Accounting andFractional CFO Data-Driven Decision-MakingModern accounting leverages the power of data analytics to extract meaningful patterns and trends from financial data. Decision-makers can make informed choices based on comprehensive analyses, fostering a proactive and strategic approach to financial management.
- 8. Top Challenges facingthe Fractional CFO
- 9. Top Challenges facingthe Fractional CFO
- 10. Top Challenges facingthe Fractional CFO
- 11. Top Challenges facingthe Fractional CFO
- 12. Top Challenges facingthe Fractional CFO
- 13. Does your Organizationneed a Fractional CFO
- 14. Fractional CFO vsVirtual CFO
- 15. What is nextfor the Fractional CFO
- 16. What is nextfor the Fractional CFO
- 17. What is nextfor the Fractional CFO
- 18. What is nextfor the Fractional CFO
- 19. My experience • CFOtoday requires a different level of skills- CFO broaden their influence- https://www.linkedin.com/posts/paul-young-055632b_cpa-ca-cfo-activity-7356351954064691201-pTGa?utm_source= share&utm_medium=member_desktop&rcm=ACoAAAIM-MEBMhXe8PGMy-h3IU-iZ-TrhrQzMeM • Governance, Risk, and Compliance model is much different today- Institute of Internal Auditors CFO on audit quality, setting standards and AI- https://www.linkedin.com/posts/paul-young-055632b_institute-of-internal-auditors-cfo-on-audit-activity-73574030871 89258240-wwDq?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAIM-MEBMhXe8PGMy-h3IU-iZ-Tr hrQzMeM • CFO ability to navigate geopolitical and other events- 5 CFO priorities to navigate unsteady market conditions- https://www.linkedin.com/pulse/5-cfo-priorities-navigate-unsteady-market-conditions-paul-young-crvqc/ • Microsoft Excel is still primary business analytical tool used by private and public sector organizations for budgeting, forecasting, planning, analysis, and reporting- Four Strategies for Faster Financial Forecasting – Metric – https://www.linkedin.com/posts/paul-young-055632b_cfo-activity-7338592390410051584-_OCp? utm_source=share&utm_medium=member_desktop&rcm=ACoAAAIM-MEBMhXe8PGMy-h3IU-iZ-TrhrQzMeM • CFO ability to modernize data analytics and cyber programs as part of driving data governance- Risk leaders say cybersecurity is business growth’s biggest threat- https://www.linkedin.com/posts/paul-young-055632b_cio-cdo-cto-activity-7333478530082652160-vkbg?utm_source= share&utm_medium=member_desktop&rcm=ACoAAAIM-MEBMhXe8PGMy-h3IU-iZ-TrhrQzMeM or https://www.virtru.com/blog/industry-updates/microsoft-data-breaches-2025 •
- 20. Additional Links Highlights: GDP- Publicsector growth is outpacing the private sector growth- https://www.mpamag.com/au/news/general/rbas-path-forward-grows-more-uncertain-economist/544003 Mining Sector- https://finimize.com/content/australian-miners-show-steady-cash-gains-and-project-updates Small business confidence- https://www.ainvest.com/news/australian-consumer-confidence-impact-equities-high-conviction-sectors-durable-goods-ai-dr iven-fintech-2507/ Housing- https://www.9news.com.au/national/prefabricated-home-australia-cba-financing/a84c53dc-649f-450d-b63a-a01400af15a7 Monetary policies- https://propertyupdate.com.au/why-the-rbas-job-is-only-going-to-get-harder/ Stock news and links- https://www.linkedin.com/posts/paul-young-055632b_european-indexes-rebound-as-focus-shifts-activity-735592915067675 0337-eJrT?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAIM-MEBMhXe8PGMy-h3IU-iZ-TrhrQzMeM
- 21.
Editor's Notes
- #8 Source - The Top 5 Business Challenges for a Fractional CFO to Solve
- #9 Source - The Top 5 Business Challenges for a Fractional CFO to Solve
- #10 Source - The Top 5 Business Challenges for a Fractional CFO to Solve
- #11 Source - The Top 5 Business Challenges for a Fractional CFO to Solve
- #12 Source - The Top 5 Business Challenges for a Fractional CFO to Solve
- #15 https://nowcfo.com/the-growth-of-the-fractional-cfo-industry/
- #16 https://nowcfo.com/the-growth-of-the-fractional-cfo-industry/
- #17 https://nowcfo.com/the-growth-of-the-fractional-cfo-industry/
- #18 https://nowcfo.com/the-growth-of-the-fractional-cfo-industry/