Future CFO

FEBRUARY 25, 2024

Chief financial officers need to get decisions right for their organisations to provide business confidence in investing in growth. Blair Robinson Reimagine Finance Operations The CFO has the opportunity to leverage technology, data, and insights to model future business options and to critically analyze prior decisions.

CFO 52

CFO SAP Finance Cash Management 52

Spreadym

JULY 21, 2023

Digital transformation in finance refers to the process of integrating digital technologies and innovations into all aspects of financial services and operations within a financial institution or organization. Data-driven decision-making enables more informed and precise financial strategies.

Finance 52

Finance Prioritization Compliance Leverage 52

PYMNTS

DECEMBER 12, 2018

Some of them do so when they register their bank account credentials to their Venmo accounts, or set up an investment account with Robinhood , savings account with Acorns or loan repayment details with LendingClub. One in every four consumers in the U.S. has touched this product. For Plaid, he noted, the options going forward are endless.

Investments 59

Investments Banking Valuation Accounting 59

https://trustedcfosolutions.com/feed/

MARCH 30, 2023

Less Stress Leads to More Success: Why a Faster Monthly Close Is Key Faster and more accurate closing cycles ensure your advisors, CFOs, and controllers have up-to-date financial data to base important decisions. Regularly reconcile accounts: Instead of waiting until the end of the month, reconcile your accounts regularly.

Leverage 62

Leverage Financial Data Accounting Communication 62

Future CFO

NOVEMBER 15, 2023

Ervina Waty : Here are some key changes that CFOs might need to put in place: Enhanced Data Governance and Quality Control CFOs should implement stronger data governance practices to ensure the accuracy, consistency, and integrity of financial data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

The Finance Weekly

NOVEMBER 20, 2023

AI integration in their FP&A function brings various positive outcomes: AI algorithms boost efficiency by swiftly handling large amounts of financial data, reducing the , risk of errors , and enhancing data integrity. Advanced AI solutions offer real-time analysis during data entry.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Cash Flow Forecasting Forecasting 52

VCFO

MAY 17, 2024

Let’s look further at foundational factors that v360 weighs: Financial Factors v360 analyzes your company’s historical financial data and past performance, not for history’s sake but to inform the roadmap for the future.

Benchmarking 80

Benchmarking Leadership Strategic Planning Valuation 80

Future CFO

JANUARY 25, 2024

Not all priorities were included in the list of areas to cut or pause investment. For planned cuts or pauses to investments, only select response options are shown. The top challenge that CFOs face is the need to balance short- and long-term investments. Only comparable response options are shown.

CFO 94

CFO Finance Leadership Investments 94

The Finance Weekly

DECEMBER 22, 2022

As the outlook for the 2023 economy becomes more uncertain, finance professionals are looking to invest in technology that increases organizational efficiency and contributes to strategic decision-making. But that’s not the only thing that’s driving tech investment for CFOs in 2023. Maximizing ROI with Targeted Solutions.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

Collectiv

JUNE 13, 2023

Solid processes around nonprofit data give you critical information to highlight unique aspects of your organization, boost morale, increase credibility, enhance transparency, and build community awareness to support your mission. Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

Future CFO

SEPTEMBER 21, 2023

There are cases where software vendors while conceding defeat, have introduced add-ons to their offerings that support the use of spreadsheets through data exports or linkages. Parambath suggests that CFOs invest in digital technologies to automate processes, freeing employees from repetitive, labour-intensive work.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Planning Technology 98

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Businesses are really seeking ways to harness data to leverage their data.

Finance 98

Finance CFO Forecasting Leadership 98

E78 Partners

AUGUST 15, 2023

They utilize advanced financial modeling techniques to predict outcomes and assess the viability of various business strategies. Leveraging FP&A Consultants for Long-Term Business Value The strategic insights and balance of technical and leadership acumen offered by FP&A consultants can transform a business’s trajectory.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Financial Modeling Forecasting 52

Centage

SEPTEMBER 11, 2023

Gather the Data. Collect your company’s financial data, including the budgeted and the actual figures for the same timeframe. Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

PYMNTS

JULY 28, 2019

The London Stock Exchange Group ( LSE ) has revealed that it is in discussions to acquire financial data analytics provider Refinitiv Holdings for $27 billion. Refinitiv head David Craig will continue leading the financial data firm as an independent brand within LSE. Refinitiv had $12.2

Benchmarking 43

Benchmarking Financial Data Leverage Technology 43

Spreadym

JUNE 27, 2023

Budgeting involves allocating resources and setting financial targets for various departments or business units within the organization. Financial Analysis: FP&A professionals conduct in-depth analysis of financial data to assess the organization's performance and identify areas for improvement.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

The Finance Weekly

DECEMBER 30, 2021

Large companies are firmly embracing robotic process automation (RPA), leveraging sophisticated data analytics and visualization tools, and exploring the use of blockchain and other new technologies. For many SMEs, the cost of investing in and maintaining their enterprise resource planning (ERP) system is high.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

The Finance Weekly

FEBRUARY 8, 2023

To stay ahead of the curve, CFOs must , embrace technology and invest in digital transformation initiatives that drive innovation and efficiency in financial management. This includes utilizing cloud-based solutions, automating manual processes, and implementing real-time analytics tools to gain deeper insights into financial data.

CFO 52

CFO Prioritization Finance Communication 52

PYMNTS

APRIL 2, 2020

One of the most powerful tools in the financial sector is data analytics. Big Data analytics reached a market valuation of $29.87 billion by 2025, with banks of all sizes leveraging such capabilities. Its Corporate Investment Group (CIG) used a data analytics system to calculate the default probability of approximately 9.5

Banking 94

Banking Risk Management Credit Risk Valuation 94

PYMNTS

OCTOBER 30, 2019

30) with a $100 million fund to invest in middle-stage companies, Capital announced in a press release. The Capital Machine — its automated investing solution — underwrites companies’ financial data automatically for funding up to $50 million in less than 24 hours, Co-Founder and CEO Blair Silverberg said.

Startups 40

Startups B2B Investments Leverage 40

PYMNTS

NOVEMBER 29, 2018

Investments are significant, with 71 percent of FIs saying they would invest up to $20 million in Open Banking solutions. Nearly a quarter plan to invest even more. The financial returns on investment (ROIs) in Open Banking will only be realized, though, if banks focus on what their corporate customers want. .

Banking 56

Banking Financial Data Investments Cash Management 56

CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments 130

Investments Budgeting Finance Marketing 130

PYMNTS

DECEMBER 1, 2020

APIs and accounts payable (AP)/accounts receivable (AR) automation are revving up the speed of money and financial data to a pace more in line with pandemic-era market demands. It’s making a major difference. Real-time payments are advancing … quickly in the U.S.,

Treasury 64

Treasury Accounts Payable B2B Invoicing 64

Bramasol

SEPTEMBER 29, 2023

They are expected to provide financial leadership and insight into the organization's strategic direction. This involves not just managing financial data but also interpreting it to guide decision-making. The Big Picture View CFOs are increasingly seen as strategic partners to the CEO and the board of directors.

IFRS 94

IFRS Technology SAP Compliance 94

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

PYMNTS

JUNE 28, 2019

The Hong Kong-based Serai platform aims to connect buyers and suppliers across the globe to facilitate global trade, and saw a big-name backer this week as HSBC announced an investment in the company. Prime Venture Partners provided the investment, reports said. Fairjungle.

Valuation 43

Valuation Reconciliations B2B Startups 43

Michigan CFO

JUNE 7, 2023

Virtual CFOs leverage cloud-based accounting systems, collaborative tools, and remote communication to provide financial services to businesses on a part-time or “fractional” basis. Virtual CFOs also provide an experienced “sounding board” for business owners in dealing with uncertain or complex financial decisions.

CFO 52

CFO Problem Solving Budgeting Communication 52

PYMNTS

FEBRUARY 26, 2019

The Commission also said that banks will be responsible for sharing more financial data with FinTechs. The move comes a few weeks after South Korea said through the Financial Services Commission that a sandbox will be rolled out this year to help support FinTech development. million USD to underpin the sandbox effort.

Banking 75

Banking Valuation Finance Leverage 75

PYMNTS

AUGUST 27, 2018

“We’ve heard from users for years that they wished for an easier way to figure out what actions they should take to improve their financial health,” Intuit’s Consumer Division Vice President of Product Management Varun Krishna said in the announcement.

Budgeting 40

Budgeting Finance Leverage Financial Data 40

PYMNTS

JUNE 19, 2019

To stay competitive, many CUs are turning to data analytics to improve their operations in a number of areas, such as faster transactions and improved security. A recent PYMNTS study found that 35 percent of CUs have made data analytics investments over the past three years.

Leverage 52

Leverage Banking Financial Data Securities 52

Global Finance

MAY 8, 2024

The move aligns UOB, which also won the Best Bank in Singapore, with ASEAN’s rise as an economic powerhouse, rapidly transformed via megatrends like supply chain diversification, digitalization and investments in net-zero transitions and a rising middle class. CCB invested 4.9 In 2023, the bank leveraged its 8.9 billion; a 2.3%

Banking 52

Banking Profit and Loss Construction Retail 52

PYMNTS

OCTOBER 29, 2018

More than 670 professionals at mid-sized and large firms were asked about how they collaborate with human resources and IT departments, both areas of the enterprise that have significant impacts on financial management.

CFO 58

CFO Corporate Finance Finance Risk Management 58

PYMNTS

JANUARY 5, 2017

Leveraging the obvious savings associated with the adoption of a paper-free invoicing strategy is only the beginning,” commented Ricoh Canada VP of Marketing Eric Fletcher in a statement. Digital invoices, the company added, enable real-time visibility into financial data and support mobilization of the enterprise.

Invoicing 40

Invoicing B2B Accounts Payable Reconciliations 40

Future CFO

JULY 7, 2021

Financial planning: Typically, financial planning and budgeting processes include developing a static annual plan and holding teams accountable for delivery against those plans. . Leveraging a scrum approach, teams might begin with a full-year plan, but treat that plan as a true estimate.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Auditing Accounting 52

PYMNTS

JANUARY 22, 2020

In the simplest terms, the data laws place parameters around the collection and use of data that springs from a staggeringly large market – as many as 560 million individuals, if we count the number of people who have internet access in India. And those same individuals can request that their data is erased. and Australia.

Banking 56

Banking Education Accounting Leverage 56

PYMNTS

JANUARY 22, 2020

In the simplest terms, the data laws place parameters around the collection and use of data that springs from a staggeringly large market – as many as 560 million individuals, if we count the number of people who have internet access in India. And those same individuals can request that their data is erased. and Australia.

Accounting 52

Accounting Banking Education Leverage 52

Future CFO

MARCH 3, 2020

Finance leaders should educate themselves on how the function may change, prepare their team with new skill sets, and explore the investments needed to deploy AI, he noted. According to him, key questions that CFOs need to answer include: How can I build a data infrastructure that can support AI? Wilton advised.

Finance 40

Finance Leverage Education Budgeting 40