Analyzing Data and Prioritization - Corporate Finance Brief

FP&A’s Scope: What Is In And What Is Out?

Fpanda Club

JANUARY 23, 2025

Data pull from disparate systems FP&A professionals analyze data but typically should not engage in the extraction of data from various systems. This technical task should be handled by IT or dedicated data teams who specialize in integrating and managing data from multiple sources.

Financial Planning and Analysis (FP&A)

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

How do banks navigate the trinity of costs, compliance, and innovation?

Global Finance

JANUARY 13, 2025

While historically, factors such as the size of the bank and longevity determined customer loyalty, todays customers prioritize convenience and digital excellence. To meet these expectations, banks must innovate continuously while effectively aggregating and analyzing data.

Compliance

Compliance Banking Prioritization Analyzing Data

Members’ Spotlight: Charles Westermeyer

CFO Talks

NOVEMBER 20, 2024

The challenge of analyzing data, identifying trends, and making informed decisions based on complex factors inspired me to learn more. I then prioritize tasks and break down the challenge into manageable steps. Additionally, I make sure to prioritize my tasks, tackling the most important ones first.

CFO

CFO Prioritization Leadership Communication

Webinars

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Doing More With Less: The Modern Finance Miracle

The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

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Protect What Matters: Rethinking Finance Ops In A Digital World

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Restaurant Industry Report: Change And Technology On The Menu

PYMNTS

JANUARY 27, 2021

26) compiling and analyzing data elicited from 6,000 restaurant operators and 1,000 adult consumers. The National Restaurant Association’s report found that consumers’ nutritional preferences have been polarizing, prioritizing healthy menu items more than before the pandemic and, on the other hand, looking for comfort foods.

Technology

Technology Analyzing Data Prioritization Sales

3 Marketing Tools to Adopt to Become Better Finance Business Partners

Fpanda Club

APRIL 18, 2022

To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information. planning, reporting and analysis) are the products/services of the function.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting

Marketing Planning Process

The Finance Weekly

DECEMBER 15, 2024

Analyze Data: Take a closer look at who your audience is, what they care about, and how they behave. Steps to Build and Execute Effective Campaigns Prioritize Impactful Campaigns - Focus on initiatives that align directly with your marketing goals and deliver the greatest impact.

Planning

Planning Marketing Budgeting Auditing

Merchants Ready For Open Banking — And Its New Laws — To Impact US Rollout

PYMNTS

NOVEMBER 4, 2020

regulators acknowledge that although there is a market and demand for open banking, the current regulatory structure prioritizes consumer protection.”. The Merchants’ Guide to Navigating Global Payments Regulations is a rich resource on the topic, as merchant data steps into the spotlight. Artisanal APIs Derive From Deep Merchant Data.

Banking

Banking Analyzing Data Prioritization Securities

TripActions’ Travel and Expense Predictions for 2023

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Without these tools in place, finance teams will fall behind in analyzing data and won’t be able to budget accurately for the future, causing teams to cut programs unnecessarily.

Mergers and Acquisitions (M&A)

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data

Need For Excel Skills Falling By The Wayside, CFOs Say

PYMNTS

MARCH 1, 2018

“We’ve seen CFOs increasingly take on the role of chief data officers in their organizations,” said Adaptive Insights CFO Jim Johnson in a statement. “At At the same time, CFOs recognize the limitations in the way they manage and analyze data today and know it will only get worse with the proliferation of more systems with siloed data.

Financial Planning and Analysis (FP&A)

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

Equifax Launches Consumer Finance Dataset

PYMNTS

FEBRUARY 27, 2018

The combined Equifax/1010data-hosted solution eliminates the burdens traditionally associated with managing and analyzing data of this size and complexity by providing direct browser-based access to every data element, at its most granular level, for unlimited analytical flexibility.”.

Finance

Finance Analyzing Data Prioritization Credit Risk

How to Define and Track Your Nonprofit Goals

The Charity CFO

JULY 3, 2023

Check in with them regularly to ensure they understand: How the goals apply to the mission What their role is in achieving the goal How they should be measuring progress Stakeholders, from the board and donors to employees, can help prioritize goals and allow leaders to zero in on the ones that are most critical to success moving forward.

Nonprofit

Nonprofit Analyzing Data CFO Prioritization

The Dual Purposes of Accounting and Fundraising Software

The Charity CFO

OCTOBER 9, 2024

Instead, accounting software prioritizes accuracy, standardization, and regulatory compliance. To achieve this, fundraising software is flexible and customizable to meet the unique needs of different campaigns and donor interactions.

Accounting

Accounting GAAP Nonprofit Accounting Principles

How Banks Can Turn Compliance Burden Into A Data Opportunity

PYMNTS

MARCH 27, 2019

For these institutions, the burden of extracting and analyzing data for the purpose of compliance can shift into an opportunity for deeper analytics of a bank and its market position — and that’s very good for business.

Compliance

Compliance Banking Analyzing Data Prioritization

TEST-TripActions’ Travel and Expense Predictions for 2023

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Without these tools in place, finance teams will fall behind in analyzing data and won’t be able to budget accurately for the future, causing teams to cut programs unnecessarily.

Mergers and Acquisitions (M&A)

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data

3 FP&A Trends Shaping Our Digital Economy

Planful

APRIL 29, 2021

Agile FP&A involves prioritizing people over process, with a focus on continuous changes and proactive communication. Microplanning requires the ability to pull and analyze data on the fly. Companies like 24 Hour Fitness and ALDO Group had to close down hundreds of locations or file for bankruptcy.

Financial Planning and Analysis (FP&A)

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

What is Financial Planning and Analysis (FP&A)?

Spreadym

JUNE 27, 2023

By forecasting revenues and expenses, and creating budgets, organizations can prioritize investments, set realistic targets, and optimize resource allocation across departments or business units. Data Management and Systems: FP&A analysts are responsible for managing financial data and ensuring data integrity.

Financial Planning and Analysis (FP&A)

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

Efficiency First: Tech Trends for Finance Teams in 2023

The Finance Weekly

DECEMBER 22, 2022

Larger companies that have already invested in digital technology may consider expanding or supplementing their strategic technology solutions, such as enterprise resource planning platforms, while smaller companies may prioritize addressing tactical pain points, according to Sachs. Navigating the Talent Challenge in the Finance.

Financial Planning and Analysis (FP&A)

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

Microsoft Fabric October Update: Smarter Copilot Power BI Reports and GitHub Real-Time Dashboards

Collectiv

NOVEMBER 20, 2024

As a result, users now have a simpler way to view targeted data segments without needing complex filters. This makes data exploration much easier—and, dare I say—more fun. Who doesn’t get excited about a more interactive report that helps you analyze data faster?

Analyzing Data

Analyzing Data Prioritization Manufacturing Sales

Don’t Tell me what I need for my Business!

CFO Simplified

NOVEMBER 12, 2024

Business professional analyzing data charts and graphs on a wall to make strategic decisions and insights, back view in office setting. Prioritize invoicing on current company activities. Don’t Tell me what I need for my Business!

Invoicing

Invoicing Construction CFO Education

2:00PM Water Cooler 12/9/2022 | naked capitalism

CFO News Room

DECEMBER 9, 2022

It calls for measures such as requiring a government-issued photo ID to vote, finishing construction of Trump’s border wall, opening new federal land to drilling, and prioritizing ‘working with nations that contribute their fair share to our alliances,’ while expressing skepticism toward multilateral institutions.”

Healthcare

Healthcare Numbers Planning Economics

Corporate Finance Brief

FP&A’s Scope: What Is In And What Is Out?

How do banks navigate the trinity of costs, compliance, and innovation?

Webinars

Trending Sources

Members’ Spotlight: Charles Westermeyer

Webinars

Restaurant Industry Report: Change And Technology On The Menu

3 Marketing Tools to Adopt to Become Better Finance Business Partners

Marketing Planning Process

Merchants Ready For Open Banking — And Its New Laws — To Impact US Rollout

TripActions’ Travel and Expense Predictions for 2023

Need For Excel Skills Falling By The Wayside, CFOs Say

Equifax Launches Consumer Finance Dataset

How to Define and Track Your Nonprofit Goals

The Dual Purposes of Accounting and Fundraising Software

How Banks Can Turn Compliance Burden Into A Data Opportunity

TEST-TripActions’ Travel and Expense Predictions for 2023

3 FP&A Trends Shaping Our Digital Economy

What is Financial Planning and Analysis (FP&A)?

Efficiency First: Tech Trends for Finance Teams in 2023

Microsoft Fabric October Update: Smarter Copilot Power BI Reports and GitHub Real-Time Dashboards

Don’t Tell me what I need for my Business!

2:00PM Water Cooler 12/9/2022 | naked capitalism

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