Adam Kae

MAY 30, 2023

Greetings, digital marketing agency owners! Today, we delve into the captivating realm of financial automation and explore how it can revolutionize the way we manage our agency's finances. Supercharge Your Invoicing Process As a digital marketing agency, invoicing can be a tedious and time-consuming task.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

Future CFO

MAY 1, 2024

For this year’s FutureCFO Awards, we discussed matters of interest and importance with three outstanding financial controllers in their respective industries, asking them what is of significance for and in the role.

Leadership 98

Leadership IFRS Finance Communication 98

Spreadym

OCTOBER 3, 2023

FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

PYMNTS

DECEMBER 19, 2019

FinTech and automation technology have cast a shadow of anxiety on the accounting industry in recent years, as certified public accountants (CPAs) began to wonder whether their jobs would be replaced entirely by robots. Because there is a big disconnect between the accounting industry and the small business owner.”

Accounting 53

Accounting Finance Accounting Firms Benchmarking 53

CFO Talks

MARCH 20, 2024

Think of a Controller as the head of getting day-to-day money matters right, like making sure every penny is accounted for and reports are spot-on. It’s about making plans for the company’s financial future and finding ways to make the business better. Stagnation: Companies evolve, and their financial strategies need to evolve too.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth. Planning: this is the first stage of every business activity.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

PYMNTS

MAY 13, 2019

The rise of small business (SMB) accountants as financial advisors to their clients has emerged in parallel with a surge of back-office software solutions. As SMBs embrace cloud-based platforms, data integration across those systems is an integral part of effective accounting solutions. New Challenges, New Opportunities.

Accounting 61

Accounting Compliance Prioritization Financial Analysis 61

Future CFO

JULY 18, 2021

The fundamental disruption caused by the COVID-19 pandemic equates to an opportunity for the industry to remake itself in line with new societal realities and market needs. Kim Yeoh , CFO for Sun Life Asia, explained that the role of the CFO is no longer just about accounting. An expanding role. The role of the CFO continues to evolve.

Marketing 52

Marketing CFO Finance Leadership 52

Musings on Markets

JANUARY 11, 2024

As I watched these investors come in and pitch their ideas about how markets worked and the best way to beat these markets to the students in the class, I noticed that while the speakers all shared success, they had very different perspectives about markets and divergent investment philosophies.

Corporate Finance 128

Corporate Finance Valuation Finance Investments 128

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

AUGUST 5, 2023

Your Future in FP&A: Navigating the Varied Career Paths Typically, , Financial Planning and Analysis are integral parts of a comprehensive financial management system, which also includes accounting, revenue and cash flow management , governance, risk, and compliance (GRC), along with other core financial processes.

Financial Planning and Analysis (FP&A) 52

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

CFO Share

OCTOBER 6, 2023

Business valuation is influenced by several key factors, including: Earnings and Revenue Assets and Liabilities Market Conditions and Competitors Growth Potential Brand Value and Reputation Strong Earnings and Revenue When evaluating a business’s valuation, stable earnings and a consistent revenue trajectory are paramount.

Valuation 52

Valuation Financial Analysis Startups Benchmarking 52

Musings on Markets

DECEMBER 21, 2022

Pre-game Prep If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

CFO News Room

JANUARY 27, 2023

Investing in the stock market, real estate, or crypto has never been easier. Open an approved brokerage account with Open to the Public Investing. Deposit at least $20 in your account. There are no commissions, account minimums, hidden fees, or trade minimums with moomoo. How do you get free stocks with Public?

Investments 130

Investments Education Accounting Finance 130

Fpanda Club

SEPTEMBER 2, 2021

This is true in all possible economic situations: in times of growth FP&A participates in setting business objectives, analyzing options of growth, assessing market opportunities and risks, while in times of recession FP&A can contribute to corrective action plans, cost-cutting and other initiatives to preserve company’s financial health.

Financial Planning and Analysis (FP&A) 130

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

CFO Share

NOVEMBER 3, 2023

As a business grows, so do its financial intricacies. It’s common for many small business owners and finance directors to handle accounts receivable, accounts payable, and other financial tasks themselves in the early days. However, as the business scales, this can become overwhelming.

Invoicing 52

Invoicing Accounts Payable Compliance Financial Analysis 52

The Finance Weekly

JANUARY 22, 2024

CFOs need strong finance and accounting skills, along with years of experience, to find ways to enhance the organization's financial well-being. The CFO may work with the finance and accounting team to predict the effects of different operational decisions. Resolve accounting and finance problems.

CFO 52

CFO Education Communication Leadership 52

Future CFO

DECEMBER 6, 2023

Maniego-Eala says in 2023, the company was focused on how to continue ensuring long-term value creation while juggling near-term value protection against the backdrop of high inflation, a weak economy, and a volatile market. As treasurer, she is the link to external financial institutions.

CFO 98

CFO Finance Financial Analysis Transportation 98

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. AI is a tool and not a replacement for finance professionals.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Beacon CFO Plus

MAY 5, 2023

GenCFO recently polled their users on LinkedIn and found that 65 percent felt that Chat GPT has a place in accounting and finance. Matt Malek, CFO at Interactions, describes this place well in an article for CFO : “CFOs are not just financial stewards, but also connectors and thinking partners throughout an enterprise.

Finance 52

Finance CFO Financial Analysis Leverage 52

Adam Kae

JANUARY 23, 2020

Think of the other factors your company encompasses: customer services, marketing, accounting, and more. For example, you may be investing a significant amount to a marketing initiative that isn't receiving a strong ROI. Here's an opportunity to review areas to cut costs with your marketing manager! How do you compare?

Financial Analysis 52

Financial Analysis Finance Forecasting Numbers 52

PYMNTS

JANUARY 18, 2019

Mastercard ‘s commercial card spend management solution In Control has been integrated into the accounts payable (AP) automation platform of MineralTree , the companies said in a press release on Thursday (Jan. MineralTree, meanwhile, has partnered with Visa in the past to support the adoption of commercial cards in accounts payable.

Accounts Payable 55

Accounts Payable Cash Flow Forecasting Invoicing Financial Analysis 55

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Identifying Current Challenges.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

E78 Partners

JULY 19, 2023

Effective FP&A allows organizations to anticipate market trends, optimize resource allocation, and align their strategies with dynamic market conditions. By carefully analyzing their financials, market trends, and operational needs, organizations can make informed decisions on where to invest their resources.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. That said, to use mean reversion in analysis or investing, you need to know what these averages are, either over time or across companies, and data can help in that pursuit.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

CFO Talks

MARCH 14, 2024

As businesses increasingly rely on holistic strategies to navigate complex markets, the ability of the CFO to work closely with other departments becomes critical for ensuring cohesive action and alignment with the company’s strategic goals.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

NOVEMBER 10, 2020

For financial service providers, instant payments offers a chance to open up new revenue streams and develop new services for corporate clients. If you think about a market like the U.K., But understanding how to position real-time payments technology to meet the needs of businesses is a challenge. Uncovering The B2B Use Cases.

B2B 117

B2B Banking B2C Reconciliations 117

The Finance Weekly

JANUARY 21, 2024

When you’re making small-talk with someone who isn’t in finance or accounting about how work is going, and they answer with “busy,” do you ever question how hard it really is? They have a five person accounting team who spend an unwieldy amount of time dumping data from NetSuite into Excel. All involving Excel data manipulation.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

Cube Software

MAY 11, 2023

Introduction to the percentage-of-sales method The percentage-of-sales method is a financial forecasting model to assess a company’s financial future by making financial forecasts based on monthly sales revenue and current sales data. Sorry, would-be laptop purchasers.

Sales 52

Sales Financial Planning and Analysis (FP&A) Forecasting Accounts Payable 52

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances. But these are table stakes of the profession. An MBA or CPA is also highly desirable.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Problem Solving 52

E78 Partners

AUGUST 21, 2023

Macro Investment Market Challenges a Headwind for Private Equity Valuations Private Equity Sponsors are facing their most challenging valuation market since the great recession of 2008-09. It involves an exhaustive investigation of a target company’s operations, financial performance, legal compliance, and market position.

Planning 52

Planning Valuation Restructuring Leverage 52

Centage

SEPTEMBER 11, 2023

Did changes in market conditions cause it? Negative variances may signal that there isn’t as much demand for your product or service, more competitors have entered your market, or your pricing was too high for the market. This step is crucial for identifying areas that need improvement and those that are working flawlessly.

Financial Planning and Analysis (FP&A) 105

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

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

Collectiv

JANUARY 17, 2023

I was thrilled to chat with Melissa because of our similar crazy career paths…we both started in accounting roles and later became CFOs. Before making the transition from an accounting role to a finance leadership role, it’s important to assess why you want to make this career pivot. Yet, we took very different steps to get there.

Leadership 40

Leadership Finance Communication CFO 40

The Finance Weekly

APRIL 5, 2022

The impact of data driven financial analysis goes well beyond its traditional role of budgeting and forecasting, and has the potential to contribute greatly as a forward thinking department for real-time decision making. For finance teams this is more true than ever, and the recent market volatility has exasperated this issue.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

JANUARY 18, 2023

While their primary function is to market and research for sales leads, agents can expect a decent salary and additional commissions. They must juggle multiple tasks accurately and efficiently, from market research to pursuing leads. If you’ve got a knack for marketing, this could be the perfect job for you. Claims Consultant.

Leadership 130

Leadership Education Communication Problem Solving 130

Musings on Markets

DECEMBER 15, 2021

The place to start is with accounting. Much as I abuse accountants in my classroom, I also recognize that almost all of the raw material we use in corporate finance and valuation comes from accounting statements. Web page for class Along the way, I emphasize what I believe to be long standing truths about valuation.

Corporate Finance 56

Corporate Finance Valuation Finance Investments 56