Financial controllers today face an increasingly complex, demanding, and evolving role. 

Achieving success requires more than traditional methods — it demands advanced technology. In the latest White Paper, Three Technologies for Future-Ready Financial Controllers, DFIN outlines solutions for financial controllers to navigate their evolving roles while driving organizational success. 

In it, you’ll learn: 

In transactions as complex as mergers and acquisitions (M&As), many companies encounter pitfalls that can weaken their negotiating positions and jeopardise the success of the deal. This article will show you how to avoid the most common ones.

Achieving an IPO is a major milestone for any company. However, to achieve the best price and earn investors' confidence, you'll need to navigate a complex regulatory landscape and time the IPO effectively. 

Achieving an Initial Public Offering (IPO) is a major achievement for any company - and the rewards can be substantial. This is because gaining access to the public capital markets unlocks unlimited opportunities to grow your company and achieve your long-term strategic goals. However, to achieve the highest IPO price and a smooth integration into public life, choosing the right underwriter during the preparatory stages is essential.

In fact, the right underwriter can be the difference between a successful IPO and a failed IPO.

Organising a business plan that is articulate, ambitious and stands to scrutiny, is essential in today’s competitive global economy. This requires plenty of time and research, and the process should not be rushed, even if you are anxious to get your business to market as soon as possible.

First of all, define what you do

Define what your business does and the problem it's trying to solve. If an investor doesn’t understand what your business does after reading the first paragraph of your business plan, you may have lost their attention already.

DFIN’s second quarter earnings, released this week, demonstrate the strength of our business strategy to become the leader in deal-making, regulatory and compliance software.

We achieved record quarterly software solutions net sales of $85.6 million, an increase of 13.1%, or 14.4% on an organic basis from the second quarter of 2023. Software solutions net sales accounted for 35.3% of total net sales, up from 31.3% in the year-ago quarter.

Now, it’s smaller companies’ turn.

In July 2023, the Securities and Exchange Commission (SEC) announced new rules designed to enhance and standardize disclosures regarding cybersecurity risk management, strategy, governance, and incidents by public companies.

The first set of businesses required to comply were large reporting companies, which were given a start date of December 15, 2023. The next group up are smaller reporting companies, which, beginning on June 15, must start complying with these rules. That means these businesses should be prepared to do the following:

There are many different types of financial statements, each with its own requirement and purpose. Yet, they are often lumped in as a category. If you do not know the differences in financial statements, it is easy to get lost in the sea of paperwork. This guide to the 4 major financial statements provides clear-cut answers to the use, purpose and audience for 4 types of financial statements you will most commonly encounter.

Last week’s FDTA Forum 2024, hosted by the Data Foundation in partnership with DFIN, gave industry participants the opportunity to talk about a subject on everyone’s mind: the Financial Data Transparency Act, which will make financial information more accessible, more uniform, and more useful to all stakeholders. And people had a lot to say.

It’s no exaggeration that financial professionals in both the public and private sectors are eagerly anticipating the expected proposed joint rules that establish data standards for the collection of information.

The Best AI Prompts for Finance & Financial Reporting