The Finance Weekly

OCTOBER 8, 2023

To handle these challenges well, it's crucial to plan carefully and use efficient tools for managing finances. Business budgeting software is a specialized tool that helps companies plan, manage, and analyze their finances. Anaplan covers various areas like performance management, budgeting, sales planning, and more.

Financial Planning and Analysis (FP&A) 52

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

Planful

NOVEMBER 28, 2017

Nearly 75 percent of senior finance executives that responded to the survey say they face rising pressure to more tightly integrate BPF processes and to deliver financial data faster; while 79 percent say that the demands on them to improve collaboration among key decision makers are increasing. Get the right people involved.

Finance 40

Finance Analyzing Data Restructuring Financial Data 40

Jedox Finance

MARCH 7, 2023

Chemical manufacturer plans for any scenario Integrating cross-organizational data 3. Cleantech provider integrates data seamlessly 4. Healthcare organization reaps critical sales insights Simplifying complex plans 5. To drive sales, account managers need precise information on a constant basis.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

MARCH 22, 2022

A powerful trend in corporate finance in recent years has been a more dynamic approach to FP&A referred to as “Intelligent FP&A” (IFP&A). However, fully grasping the concept of IFP&A is no easy task given the typical poor approach finance leaders have in teaching and defining it to their subordinates.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Corporate Finance Analyzing Data 52

The Finance Weekly

AUGUST 30, 2022

FP&A is no longer a separate entity that works only with the finance department. It is simply impossible for companies of any size to keep up with the constantly growing amount of data that needs to be sorted and analyzed. But all of that has changed. , And then of course, there is the automation aspect. 2 Prophix.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

Collectiv

MARCH 23, 2022

Previously the technical learning curve of business applications restricted non-IT professionals in finance, marketing, sales, etc. from fully uncovering the wealth of insights in their data. If you’re a CFO who is still doing manual finance tasks in Excel every week, that’s a red flag. Document generation.

Leadership 98

Leadership Analyzing Data Construction Business Analytics 98

PYMNTS

DECEMBER 9, 2016

8) that it is launching Insights by Revel , a solution that aggregates the data from its front-office iPad point-of-sale service to offer real-time analytics on business performance. The solution also supports demand forecasting by analyzing data on sales, payment, labor and other metrics. Revel raised $13.5

Analyzing Data 69

Analyzing Data Forecasting Sales Investments 69

Collectiv

JUNE 13, 2023

Additionally, the manual nature of these spreadsheets makes the process prone to human error when inputting, interpreting, and distributing data. By contrast, a tool like Power BI makes it easier (and quicker) to reliably collect, organize, and analyze data.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

Jedox Finance

APRIL 8, 2021

Most strategic and operational planning processes in organizations are based upon three recurring stages: Plan: The decision-making phase where organizations set a direction (budget, sales goals, etc.). Analyze: Using information and knowledge from the data the organization collected over time. an approved budget).

Data Analysis 89

Data Analysis Forecasting Analyzing Data Budgeting 89

Spreadym

NOVEMBER 8, 2023

Budget Committee Formation: Form a budget committee or team: This group should include representatives from various departments and functional areas within the organization, such as finance, sales, marketing, operations, and human resources.

Budgeting 59

Budgeting Communication Strategic Planning Analyzing Data 59

The Finance Weekly

JULY 10, 2022

. #1 Data Collection Whether you're running a small business or a large corporation, you'll want to collect data from various sources. Every data source claims to have useful insights and elements which is why it’s crucial to hunt for data from sales, marketing, customer service, billing, and other departments within your company.

Data Analysis 52

Data Analysis Analyzing Data Strategic Planning Sales 52

The Finance Weekly

AUGUST 30, 2022

FP&A is no longer a separate entity that works only with the finance department. It is simply impossible for companies of any size to keep up with the constantly growing amount of data that needs to be sorted and analyzed. But all of that has changed. , And then of course, there is the automation aspect. 2 Prophix.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Budgeting Analyzing Data 52

PYMNTS

JUNE 1, 2017

The firm’s ABC solution analyzes data across a company’s financial systems and supply chain, using cloud technology to assess the information across business, geographic, supplier and customer lines. But at least a third of the identification of these bribery and corruption schemes in corporations comes from audit and accountancy.”. “As

Auditing 40

Auditing Financial Systems Analyzing Data Entertainment 40

Planful

JUNE 17, 2021

Many finance leaders confuse financial planning with strategic planning. But when it comes to strategic planning components, CFOs shouldn’t be in a pure finance mindset. Instead, think about connecting the finance function with the big picture, from product innovation to sales and marketing.

Strategic Planning 40

Strategic Planning Financial Planning and Analysis (FP&A) Planning CFO 40

The Charity CFO

AUGUST 16, 2023

The word ‘conversion’ is a data point that can be measured. So for example, on a for-profit’s page this may mean that a conversion leads to an eventual sale. A conversion data point may indicate converted volunteers, donations, or simply subscribing to an email or newsletter. This has a different definition for NPOs.

Nonprofit 52

Nonprofit Marketing Analyzing Data CFO 52

Jedox Finance

AUGUST 6, 2019

In the past, what made you a successful FP&A professional was your technical skills like Excel modeling and ability to analyze data. Finally, one way to improve soft skills such as influencing and communication is via a mentorship program where ideally the mentors come from both Finance and non-Finance backgrounds.

CFO 52

CFO Analyzing Data Communication Finance 52

PYMNTS

NOVEMBER 9, 2018

Other notable rounds included a $60 million investment in a logistics software firm, as well as several investments in the alternative small business (SMB) finance space. The company focuses on the professional and creative service spaces, and its platform allows streamlined operations across a range of processes, from sales to billing.

Startups 63

Startups B2B Investments Finance 63

PYMNTS

OCTOBER 28, 2019

The Big Four auditing firms — EY, Deloitte, KPMG and PwC — have recently requested that the Financial Accounting Standards Board (FASB) provide clarity in how corporates should classify their reverse factoring or supply chain financing agreements, adding more fuel to a long-standing debate as to whether such trade financing tools are debt.

B2B 40

B2B Accounting Standards Finance Invoicing 40

Boston Startup CFO

FEBRUARY 1, 2023

Cash flow constraints and lack of cash visibility If you have cash flow constraints and lack of cash visibility, a fractional CFO can help you in several ways: Assessing your cash flow : A CFO can help you understand the factors that are affecting your cash flow, such as your sales and expenses.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

The Finance Weekly

OCTOBER 13, 2021

Analyze a variety of business models. To alleviate this concern, finance teams should employ scenario modeling and financial planning tools to compare the immediate expense of the move to the long-term income potential. Many CFOs are hesitant to change business models because of the detrimental impact on short-term revenue.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Planful

JULY 28, 2015

Data From Within Departments Improves Processes & Procedures. This data is useful to identify areas within each department that can be improved upon. Data from every department can be useful to other departments, as well as to the organization as a whole.

Analyzing Data 40

Analyzing Data Data Analysis Financial Systems Finance 40

PYMNTS

MAY 15, 2019

Flexibility and adaptability of data analytics technologies like machine learning are key in today’s volatile climate, but Rastogi noted another key factor essential to effective supply chain optimization strategies. “How can I analyze data in real time, and make decisions faster?” ”

Leadership 66

Leadership Analyzing Data Manufacturing Technology 66

Planful

FEBRUARY 13, 2018

It is this demand that has fueled the growth of BI platforms, data analytics, and data modeling software as essential tools for processing and analyzing data in a timely manner, and presenting the information in a way that can affect positive change and influence business decisions. Unifying Data with EPM.

Analyzing Data 40

Analyzing Data Leverage Forecasting Securities 40

PYMNTS

APRIL 11, 2018

Travel spend data extends its reach beyond an employee’s expense report, Honohan noted. Take sales, for example. There is an indirect link between travel and sales,” Honohan said. There is an indirect link between travel and sales,” Honohan said. And you can see where you’re able to consolidate.”.

Accounts Payable 40

Accounts Payable Analyzing Data Sales Accounting 40

PYMNTS

SEPTEMBER 4, 2018

Chamber of Commerce found that 79 percent of SMBs surveyed said they’re using digital tools to communicate with customers and suppliers, with similar penetration rates found in SMBs’ efforts in sales, customer information and advertising. “With electronic invoicing, the control of the supplier grows.

Invoicing 70

Invoicing Analyzing Data Technology Advertising 70

Spreadym

JUNE 27, 2023

These stages may vary depending on the organization and its specific requirements, but here are the common stages in FP&A: Data Gathering: The first stage involves collecting relevant financial and non-financial data from various sources within the organization.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

FEBRUARY 27, 2018

For franchise owners, and small businesses overall, Morehouse said the financial data key to adequate cash flow forecasting generally comes from three main sources: the financial service provider, like a bank; payroll and the point-of-sale (POS) system. In the U.S., It’s no guarantee it will happen, however.

Cash Flow Forecasting 40

Cash Flow Forecasting B2B Forecasting Financial Data 40