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. It is now used by fast-growing companies to collaborate, align, and plan effectively for the future.

Financial Planning and Analysis (FP&A) 52

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

Lime Light

OCTOBER 20, 2022

Organizations that are using NetSuite, however, can often find themselves resorting to manual and tedious methods when it comes to financial planning, forecasting revenue, and analyzing financial data. Here are a few common issues: Versioning issues : “Opex Budget Template Version 7 final”. Does that sound familiar?

Budgeting 52

Budgeting Analyzing Data Auditing Financial Data 52

CFO Share

JULY 27, 2023

The integration of AI in finance operations has already transformed the way CFOs analyze data, make decisions, and navigate complex financial landscapes. By analyzing historical data, market trends, and various external factors, AI algorithms can generate more accurate sales forecasts, demand predictions, and financial projections.

CFO 40

CFO Data Analysis Analyzing Data Risk Management 40

Centage

SEPTEMBER 27, 2022

Successful businesses recognize the importance of financial planning and analysis. Also known as FP&A, financial planning and analysis refers to various planning and budgeting activities that help a company to make savvy decisions regarding its long-term goals. Reporting the future is a key part of modern FP&A.

Financial Planning and Analysis (FP&A) 52

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

Boston Startup CFO

FEBRUARY 1, 2023

Preparing for fundraising If you are planning to raise funds for your startup, there are many pitfalls and unknowns. A fractional CFO can provide significant value to the process by: Developing a financial plan : A financial plan is a key component of any fundraising effort.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

PYMNTS

MARCH 4, 2020

The enterprise resource planning ( ERP ) system has been a staple of corporate finance operations for years, acting as a central repository of data and a hub to initiate a range of processes, from accounting to procurement. But the ERP of today doesn’t look like it used to. Disruption Ahead.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

The Finance Weekly

NOVEMBER 8, 2022

A tech stack, or a solutions stack, is the combination of technologies and software tools that an organization uses in order to conduct day to day business operations. From accounting and payroll management to budgeting and forecasting, finance is the reason and numbers behind every bit of data that passes through the organization.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

SEPTEMBER 4, 2019

Embracing AR automation solutions have proven effective at reducing DSO and invoice aging, he added, however even companies with more modern enterprise resource planning (ERP) systems often lack sophisticated AR technologies in-place. The Financial Consequences.

Cash Flow Forecasting 61

Cash Flow Forecasting Accounting Forecasting Accounts Payable 61

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. AI-powered systems can enable efficient supply chain planning, reduce costs, and improve overall operational resilience.

SAP 76

SAP B2B Leverage Analyzing Data 76

Planful

APRIL 29, 2021

“Things are usually changing fast enough and people are imperfect enough that markets don’t always have it just right,” says Kevin Landis , CEO and CIO of Firsthand Capital Management and veteran technology investor. In 2021, that means examining how agility, cloud technology, and microplanning are redefining FP&A.

Financial Planning and Analysis (FP&A) 40

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

PYMNTS

MARCH 1, 2018

Two years ago, 78 percent of CFOs said proficiency in Excel is the most important skill for their financial planning and analysis (FP&A) teams. CFOs also value new hires’ proficiency with technologies. When looking for automated solutions, CFOs prioritize forecasting abilities as well as dashboards to display data insights.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Corporate Finance Analyzing Data Reconciliations 40

PYMNTS

SEPTEMBER 20, 2017

As business travel plays catchup to the consumer travel space and the technology deployed to improve the traveler experience, companies now enjoy a market saturated with choices for travel booking, expense management and traveler management. But all of this technology presents an even greater opportunity in the corporate space.

Analyzing Data 49

Analyzing Data Forecasting Compliance Technology 49

Planful

FEBRUARY 13, 2018

Today, most organizations have complex and fragmented architecture landscapes that make it difficult for departments to share and disseminate data; and many of them are still not leveraging modern technology for planning and forecasting to stay ahead of operational performance issues and market trends.

Analyzing Data 40

Analyzing Data Leverage Forecasting Securities 40

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. The hard skills like modelling and technology can be gained with periodical training, with an emphasis being put on automating and making it as easy to replicate as possible.

CFO 52

CFO Analyzing Data Communication Finance 52

Centage

DECEMBER 13, 2021

Now more than ever, FP&A teams need to forecast, budget and plan on a monthly, and sometimes even a weekly, basis, but for many, that’s a tall order, especially if they rely on spreadsheets to reforecast and provide strategic advice on a regular basis. Data-Driven Planning Process. Watch Demo.

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 84

PYMNTS

AUGUST 3, 2016

billion, a jump from what analysts forecasted for the quarter at $0.42 Wenig has hailed artificial intelligence as the “future of commerce,” and its practical applications to eBay’s massive and sophisticated online marketplace and the troves of data it has collected on customers through the years are pretty exciting to think about.

Analyzing Data 41

Analyzing Data eCommerce Forecasting Startups 41

The Finance Weekly

NOVEMBER 27, 2022

Extended Planning and Analysis (xP&A) is a form of financial planning that takes the best financial planning and analysis capabilities and extends them into other fields across the organization. Bringing continuous, comprehensive, and collaborative planning to every part of an enterprise improves it in so many ways.

Financial Planning and Analysis (FP&A) 52

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

Planful

JUNE 17, 2021

But not every CFO thrives in the strategic planning side of their role. 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. Strategic Planning Component #1: Revenue.

Strategic Planning 40

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

Centage

AUGUST 1, 2023

Budget process efficiency can be dramatically improved by creating a proactive plan. A rolling budget alleviates the pressure leaders inevitably feel about setting a plan in stone. Use Technology to Streamline the Process Technology is one of the main components that takes the headaches out of budget season.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) Benchmarking Communication 98

Jedox Finance

MARCH 7, 2023

Take a look at how real teams and organizations around the globe have experienced an elevated state of planning and achieved the adaptability, integration, and simplicity they need to shape the future. Chemical manufacturer plans for any scenario Integrating cross-organizational data 3.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

MARCH 22, 2022

With that in mind, finance teams should understand the fundamental, unambiguous qualities of “intelligent financial planning & analysis” or IFP&A, the uniqueness of this approach to finance, the , tools necessary to carry out the process, and what specific examples of IFP&A look like. Enhancing Forecast Accuracy.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

NOVEMBER 16, 2021

But, think about how much more you could do if you added interactive and visualization technology like Power BI. Displaying data in a clear and effective manner makes it easy to track goals and know when and where to make changes. Maps allow users to efficiently interact with your data or drill into the data.

Financial Reporting 75

Financial Reporting Profit and Loss Budgeting Analyzing Data 75