Focus CFO

NOVEMBER 22, 2024

Heading into 2025, accurate sales forecasting is more critical than ever. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead.

Forecasting 52

Forecasting Budgeting Sales CFO 52

Global Finance

MARCH 2, 2025

Weve got what we think is a rather exciting model, which we describe in a working paper, that helps forecast in advance the likelihood that a firm will go on to commit accounting fraud. But mostwell, allof the research into accounting fraud has focused on detection rather than prevention. Joanne Horton: Yes.

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

Fpanda Club

JANUARY 23, 2025

Such tasks as reconciling accounts, monthly closing, preparing financial statements are part of the accounting cycle and are typically managed by accounting departments. This misunderstanding often leads them to make requests that are outside the FP&A scope, such as transactional accounting tasks or detailed data pulls.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Jedox Finance

JUNE 24, 2021

This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge. The evolution of marketing data.

Sales 116

Sales Marketing Planning Technology 116

CFO Thought Leader

FEBRUARY 26, 2025

The insights led to an initiative that incentivized sales teams to densify routes, improving efficiency and making Rhodess business unit one of the most profitable in the region. The results were clearroutes with clustered stops were highly profitable, while distant, scattered pickups drained resources.

CFO 110

CFO Leadership Prioritization Finance 110

Global Finance

DECEMBER 16, 2024

If we can leverage AI to roll out hyperpersonalization at scale, our wealth management profits would grow significantly. We are using the GitHub co-pilot and combining it with our own source code to leverage customer value. For example, CBQ developed an application for domestic maids to open accounts through mobile.

Banking 105

Banking Finance Leverage Technology 105

CFO Talks

NOVEMBER 25, 2024

How to Handle It: Stand firm on ethical accounting practices and remind decision-makers of the long-term implications of financial misrepresentation. A colleague hints at leveraging this information to trade shares. Whistleblowing on Corruption Example: You uncover bribery within the sales team to secure contracts with key clients.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

PYMNTS

NOVEMBER 24, 2020

Businesses and financial institutions (FIs) are constantly examining ways to make their customers’ accounts more secure, especially as more consumers go online to make purchases and transact during the ongoing COVID-19 pandemic. Embr Labs On Reducing Cart Abandonment, Boosting Sales Using Text Messaging. About The Tracker.

Sales 108

Sales Leverage Securities Banking 108

Barry Ritholtz

APRIL 17, 2025

Your Lizard Brain : One of my favorite behavioral hacks is for you stock junkies: Manage your lizard brain via a Cowboy Account. Set up a mad-money account with less than 5% of your liquid capital. ” The cowboy account serves the same function. Every sale was a source of regret, as stocks kept going up, up, up.

Investments 107

Investments Profit and Loss Math Accounting 107

Navigator SAP

MARCH 11, 2022

Entrepreneurs often love leveraging the power of applications to accomplish their work, but how truly effective is your software if it’s all siloed in disparate systems? ERP solutions hold vast amounts of data from all of your business operations—ranging from accounting to manufacturing to human resources and beyond—in one central place.

Communication 246

Communication Leverage Forecasting Manufacturing 246

Trade Credit & Liquidity Management

JUNE 2, 2025

“Leveraging the power of AI, Zuora Collections demonstrates a deep understanding of the evolving needs of subscription businesses.” “Leveraging the power of AI, Zuora Collections demonstrates a deep understanding of the evolving needs of subscription businesses.”

Forecasting 52

Forecasting Prioritization Leverage Communication 52

CFO Thought Leader

DECEMBER 1, 2024

The discussion explores how these finance leaders are leveraging technology, data, and collaboration to drive decision-making and value creation. David Eckstein (Vanta): Advocates for experimenting with AI tools while showcasing their role in sales efficiency and operational improvements.

Technology 52

Technology CFO Leverage Finance 52

Bramasol

MAY 23, 2024

Previous episodes in this Insights Series have explored the challenges created by new Digital Solutions Economy paradigms for billing, fulfillment, invoicing, revenue accounting, and compliance across a wide range of industries. Entitlement Management - Tracking and managing software licenses to ensure they are accounted for accurately.

Compliance 100

Compliance Accounting SAP Invoicing 100

PYMNTS

NOVEMBER 20, 2019

Citi noted traditional methods of cross-border accounts receivable are inefficient, involving multiple collections service providers with silos between invoicing, collection and reconciliation. Citi is deploying its localized payments services and FX offering to streamline the collections process.

Accounting 83

Accounting Reconciliations Invoicing Currencies 83

Bramasol

JULY 31, 2023

This new post provides a deeper look at how the leasing of medical equipment along with other bundled services or products presents particular challenges for meshing contracts and lessor accounting with DSE management and revenue recognition. According to Allied Market Research, "The global medical equipment rental market was valued at $56.0

Accounting 81

Accounting SAP GAAP IFRS 81

Trade Credit & Liquidity Management

JUNE 10, 2025

The Credit and Collections function plays a major role in your company’s ability to generate the liquidity and working capital needed to meet its sales and financial objectives. The policy should consider your company’s risk tolerance, revenue, and profit objectives while supporting the sales and cash forecasts.

Invoicing 52

Invoicing Sales Accounting Securities 52

PYMNTS

SEPTEMBER 18, 2020

Another 62 percent of businesses and 78 percent of individual sellers in the study (which included more than 1,000 businesses and individuals generating up to $10 million in sales) reported that they use marketplaces to reach more customers. The settlement wait can be several days in length, with even longer lag times over a holiday weekend.

Sales 141

Sales eCommerce Prioritization Invoicing 141

PYMNTS

NOVEMBER 13, 2020

Satyan Merchant, senior vice president and automotive business leader at TransUnion, said that “while the overall percentage of auto accounts leveraging financial accommodation programs has been declining, there were approximately 3.8 million auto accounts in some form of accommodation at the end of September.”.

Sales 85

Sales Banking Manufacturing Transportation 85

PYMNTS

DECEMBER 4, 2020

vehicle sales seem startling, but industry experts say it doesn’t accurately reflect the industry’s true state. car sales is still intact. Surge in Online Sales and Financing. For instance, Mercedes Benz has said it expects 25 percent of its passenger car sales to be made online by 2025.

Sales 73

Sales Leverage eCommerce Economics 73

The Finance Weekly

FEBRUARY 23, 2025

For example, if a company aims to expand online sales, FP&A teams analyze marketing costs and expected revenue to determine budget allocations. How to improve with data: Connect FP&A tools with accounting systems for automated, error-free data transfers. Leverage FP&A software for real-time tracking and forecasting.

Financial Planning and Analysis (FP&A) 52

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

Musings on Markets

FEBRUARY 12, 2025

Profitability - Absolute and Relative While we may all agree with the proverbial bottom line being profits, there seems to be no consensus on how best to measure profitability, either from an accounting or an economic perspective. It is for that reason that I created my own version of an accounting class , that you can find on my webpage.

Hurdle Rate 75

Hurdle Rate Accounting Investments Economics 75

CFO Talks

JUNE 8, 2025

You can look at product-level margins, assess which clients are draining capacity, and evaluate the cost of each sales channel. Link your accounting, CRM, HR and sales data into a single financial management platform. This is where real profitability analysis becomes your strongest tool. The goal is simple.

Budgeting 52

Budgeting CFO Forecasting Financial Systems 52

CFO Talks

MARCH 13, 2025

Whether you’re a finance professional, business owner, or decision-maker, understanding how to leverage FIS can mean the difference between reactive problem-solving and proactive success. This means decisions can be made quickly, without waiting for accountants to prepare reports.

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52

CFO Thought Leader

MARCH 5, 2025

Choucair tells us that his approach centers on leveraging AI to unlock competitive insights, streamline decision-making, and propel Trintech ahead in the rapidly evolving landscape of finance and technology. Choucair tells us that his approach centers on leveraging []

CFO 52

CFO Compliance Leverage Finance 52

CFO Thought Leader

OCTOBER 29, 2024

Once the board approved the plan, Gronen led efforts to align sales teams and streamline processes. Subsequent roles at Technosource and VPay expanded his skills into operations, sales, and human resources, giving him the well-rounded experience necessary for senior leadership. We also reduce human error by leveraging machine learning.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Finance Profit and Loss 52

The Finance Weekly

MAY 5, 2024

Leading the growth in almost every company is the sales team. For instance, let's talk about car sales. But, growth isn't just about sales; it's about taking a well-rounded approach that involves everyone in the organization. What is Sales Planning? What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

Trade Credit & Liquidity Management

APRIL 16, 2025

The sales team, traditionally seen as the main revenue generators, relationship builders, and market expansion specialists in typical business operations, also plays a crucial role in debt collection. Sales Teams possess intimate knowledge of both client businesses and operating Limitations.

Sales 52

Sales Credit Risk Leverage Communication 52

Nerd's Eye View

FEBRUARY 25, 2025

In this episode, we talk in-depth about why Jennifer’s firm has taken an approach to grant equity rather than require buy-ins (and intends for every employee to either have equity, or at least a path to equity if they’re still new), how Jennifer’s firm sets individual performance targets for its client-facing wealth advisors to earn (..)

Planning 59

Planning Leadership Leverage Sales 59

PYMNTS

OCTOBER 16, 2020

Numerous quick-service restaurants (QSRs) have deployed these technologies to support their operations, tailor their customer service approaches and even boost sales, but many players, including several big names, have been reluctant to invest in such innovations. The alteration led to a 3 percent increase in sales in Canada, the chain said.

Leverage 109

Leverage Data Analysis Sales Securities 109

PYMNTS

NOVEMBER 20, 2020

Research shows it has gone from 3 percent of total sales before the pandemic to 15 percent at its current rate. Beyond revenue, the D2C shift has also opened a realm of opportunities to leverage new data. It’s no wonder that some of the world’s leading CPG companies have a keen interest in the channel, for now and the future.

Sales 85

Sales eCommerce Retail Leverage 85

Future CFO

DECEMBER 3, 2023

What’re your 2024 predictions for finance and accounting? BlackLine said there are several major trends when releasing its 2024 predictions for finance and accounting. According to Nikhil Parambath, Regional Vice-President, Asia, BlackLin e , the company’s 2024 predictions for finance and accounting are as follows.

Accounting 52

Accounting Finance CFO Leverage 52

CFO Plans

AUGUST 16, 2024

This is where expert financial advisors and comprehensive accounting services come into play. By leveraging their expertise, you can make informed decisions that enhance your portfolio’s profitability. A seasoned financial consultant can offer tailored advice that aligns with your investment goals.

Accounting 52

Accounting CFO Compliance Leverage 52

PYMNTS

JANUARY 19, 2021

That shift has meant merchants must pivot from traditional retail partnerships that have relied on leveraging others’ expertise to build brick-and-mortar infrastructure-focused operations that would include back-end activities such as payments and fraud prevention. Shortening The Time To Commerce.

eCommerce 128

eCommerce Compliance Invoicing Retail 128

CSC Advisors

APRIL 24, 2025

Mixing Personal and Business Finances: We lose clarity if our business bank account is used for personal spending (or vice versa). Neglecting Equipment Investments and Modernization Failing to upgrade key equipment can harm sales, productivity, and the business’s image. Lenders want steadiness.

Compliance 52

Compliance Finance Auditing Accounting 52

CFO Talks

JANUARY 30, 2025

This growth was achieved through a combination of ambitious targets, clear KPIs, bonus systems, and new marketing initiatives. “We set daily production goals for factory staff and leveraged LinkedIn campaigns to reach architects and project managers in the construction industry,” he said. How do you address that?

Communication 52

Communication CFO Valuation Construction 52

Navigator SAP

FEBRUARY 17, 2022

Here are some of the top ERP functional areas of management: Accounting and Finance As money flows in and out, how many software solutions are you using to keep tabs on where it’s going? Marketing and Sales Artificial intelligence helps marketing and sales teams automate processes and save a lot of time with administrative tasks.

SAP 130

SAP Invoicing Manufacturing Compliance 130

Barry Ritholtz

AUGUST 26, 2022

My examples of overpriced, low-performing, abusive account management have been derided as outliers. As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets.

Concentration 141

Concentration Benchmarking Investments Accounting 141