Collectiv

JULY 17, 2023

President and CFO Brian Lewis was involved in an initiative to develop new audit automation software. While auditors are comfortable interpreting output in this layout, it doesn’t tell a compelling data story to stakeholders like audit committees, senior management, and outside parties.

Auditing 52

Auditing Communication Leverage Budgeting 52

Future CFO

JANUARY 11, 2023

She has leveraged technology to increase competitiveness, and has extensive experience in effective, transparent communication with stakeholders and investors, and in managing complex M&A, audit and risk, the company added.

CFO 52

CFO Auditing Communication Leverage 52

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

NOVEMBER 15, 2023

This includes establishing clear data entry standards, validation rules, and periodic data audits. Collaboration and Communication CFOs should invest in collaboration platforms that allow multiple stakeholders to work on spreadsheets simultaneously while maintaining data security and version control.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

CFO Share

DECEMBER 13, 2023

Leverage technology. CFOshare’s team approach includes supervision and internal audits to reduce fraud risk. Communicate effectively. We start every engagement with a 161-point Controls Study to identify issues and design scalable solutions. Install checks-and-balances.

Auditing 52

Auditing Communication Leverage Accounting 52

Future CFO

AUGUST 21, 2023

As a profession we have made significant progress over the years leveraging technology to streamline how we manage historical data and more recently, leveraging analytics on predicting outcomes. Robert E Parker: Finance leaders have always played a critical role in stewarding a company’s performance.

Finance 98

Finance Compliance Data Analysis Leverage 98

The Charity CFO

APRIL 18, 2024

Nonprofit Technology Integration and Data Security One of the best things you can do for your nonprofit is to start leveraging data. Strategies to Leverage Data and Keep it Safe There are several ways to use technology while also ensuring data security. As you integrate data into your organization, you must take steps to keep it safe.

Nonprofit 52

Nonprofit Compliance CFO Leverage 52

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

CFO Thought Leader

MARCH 20, 2024

From his initial misgivings about audit work at Deloitte to his transformative years at Amgen, where he thrived in a culture of leadership development and diversity, CFO Purcell’s journey was anything but linear. We can pull back and leverage our skills and experiences to be driving value for the organization versus carry water.

CFO 52

CFO Leadership Auditing Finance 52

Spreadym

OCTOBER 24, 2023

Message Integrity: Message integrity is particularly important in data transmission and communication. Audit Trail Integrity: Maintaining an audit trail, which records who accessed and modified data, is crucial for data integrity. Techniques like checksums and digital signatures are used to verify the integrity of files.

Auditing 59

Auditing Compliance Securities Healthcare 59

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

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

Bramasol

JULY 22, 2023

IFRS S1 requires companies to communicate the sustainability risks and opportunities they face over the short, medium, and long term. Leveraging Regulatory Compliance - by attracting investment from funds and individuals who view ESG as a core value and by avoiding fines and sanctions.

IFRS 87

IFRS Accounting SAP Compliance 87

PYMNTS

SEPTEMBER 26, 2018

“Just as HTTPS, SMTP and SIP enabled free borderless information sharing and communications, crypto assets and blockchain technology will enable us to exchange value and transact with one another in a similar way: instantly, globally, securely and at low cost.” ”

Auditing 72

Auditing Compliance Communication Leverage 72

The Charity CFO

AUGUST 15, 2023

One key differentiator is that what is recorded following GAAP is what will show up on the audit and may not show up on the IRS tax form, Federal Form 990. Accountants deserve positions that leverage technology to improve the department and the organization and when they don’t get that, it creates a challenge.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

The Finance Weekly

APRIL 27, 2022

Set Firm Organizational Standards: As a leader, you have the power to define the company’s operational approach, values, and standards of conduct, expressing the expectations in value statements, company policies, ethical codes, and communications. Document Your Policies: Policies all require clarity, communication, and consistency.

Leadership 52

Leadership Financial Planning and Analysis (FP&A) CFO Communication 52

PYMNTS

OCTOBER 30, 2019

Deploying technology – especially AI – can streamline the auditing process and boost cost savings significantly. As AppZen noted in a recent report , companies that do not use AI audit only 2 to 10 percent of their expense reports and 5 to 10 percent of their invoices. percent of the remainder is travel and expense (T&E) related.

Auditing 41

Auditing Invoicing Accounts Payable Forecasting 41

Future CFO

FEBRUARY 16, 2023

Finally, companies should also leverage the opportunity which economic downturns bring to invest in their people. By leveraging employee and skills data, companies can better informed in enhancing the employee experience and create more engaged employees.

CFO 52

CFO Finance Economics Leverage 52

VCFO

MARCH 31, 2022

Be sure to ask about their communication style and how you will be updated on the work throughout the relationship. Ensure that expectations will be met when it comes to timeliness of communications and actions. Be sure to inquire as to what type of ongoing training and professional development the resource leverages.

CFO 52

CFO Communication Auditing Budgeting 52

Planful

OCTOBER 19, 2021

From there, you can decide how to leverage your financial acumen and recommend the best way forward. According to Nabil Hannan , managing director at NetSpi, CFOs can quantify and communicate the ROI of secure systems to the C-suite by collaborating with chief information security officers ( CISO).

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

PYMNTS

MARCH 27, 2020

I had an interest in leveraging technology to make that possible.”. Saunders explained that this system aims to improve inventory management, facilitate communication and boost productivity across the organization while also helping the company better understand how users are interacting with its vending fridges.

Communication 52

Communication Auditing Leverage Securities 52

Planful

FEBRUARY 23, 2016

When to Start Initiating External Audits. One panelist advised setting up external audits at an early stage. Big 4 auditing firms are accessible to small companies through their fee structures, and 2 nd tier firms are also viable. However, CFOs need to weigh the cost vs. benefit of doing a formal audit.

Auditing 40

Auditing CFO Leadership Leverage 40

Future CFO

JUNE 9, 2021

In the past, finance was typically considered a numbers-only role, and one which focused primarily on reporting tasks like budgeting, auditing and forecasting. Finance professionals will need to learn how to operate these systems and look at how they can leverage technology to become more proficient in their roles.

Finance 52

Finance CFO Communication Auditing 52

Future CFO

MAY 19, 2020

Paperless audit trails reduce the risk of non-compliance and human error. With the use of automation capabilities in handling invoices, administrative processes become seamless and smoother, especially for closing and servicing processes.

Finance 52

Finance Invoicing Auditing Technology 52

The CFO College

APRIL 8, 2021

Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes. World-class reporting also fosters better communication among the management team, board, investors, and lenders.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO Share

APRIL 11, 2024

This often involves direct communication with management and the use of secure, authenticated communication channels. Outsourced IT companies (MSP’s) do audit services to help identify these risks. This not only prevents the possibility of such fraud but also ensures a comprehensive audit trail for all transactions.

Securities 52

Securities CFO Education Auditing 52

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise.

Planning 130

Planning Auditing Investments Securities 130

Jedox Finance

DECEMBER 4, 2022

release: Enhanced security and audit capabilities so organizations can minimize operational risk and maintain elevated compliance and governance standards. release provides adaptable and integrated tools for global organizations to more easily communicate the insights that are the foundation of confident decision-making.

Auditing 52

Auditing Communication Compliance Securities 52

Spreadym

SEPTEMBER 27, 2023

Collaboration and Communication: Effective communication and collaboration within an organization are critical for CPM. Operating within an Excel-native environment, it leverages the familiarity of Excel while harnessing the capabilities of a comprehensive planning platform.

SAP 59

SAP Budgeting Forecasting Auditing 59

Spreadym

JULY 10, 2023

Automation and Technology: Leverage financial software and technology solutions to automate repetitive tasks, improve data accuracy, and streamline the close process. Clear communication channels, regular meetings, and shared access to information facilitate the resolution of issues and timely completion of tasks.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

Future CFO

FEBRUARY 7, 2021

EY teams are leveraging the FISCO BCOS platform to broaden the availability of its blockchain solutions in the Chinese market, according to the company, adding that BCOS runs on BSN, a global blockchain hosting and applications platform. “By

Auditing 52

Auditing Communication Leverage Planning 52

PYMNTS

JANUARY 1, 2021

That means it is necessary to stay on the trends [and] leverage the technology platforms that have made it easier than ever to do that. In a discussion with Webster and SundaySky CEO Jim Dicso , Sellers explained the power video has a communications and marketing channel with BoA's roughly 40 million digital customers.

B2B 103

B2B Banking Leverage Auditing 103

CFO News Room

NOVEMBER 15, 2022

I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. And that is a very simple, it’s easy to communicate, and it’s very clear. Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13]. Team Kitces.

Planning 130

Planning Accounting Compliance Math 130

Planful

MAY 27, 2015

Here’s some of the key points that panelists highlighted: Governance : Adopt public company standards – regular board meetings, financial reporting, auditing. CFO coordinates communications between owners, CEO, operating management. Pursue acquisitions that provide value, add to and leverage the “platform”.

CFO 40

CFO Auditing Data Analysis Forecasting 40

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. How Matthew Communicated His Transition And Migrated Clients [29:08]. Michael: So, share with me a little more just how you communicated this. And then each client has a lead advisor that’s the direct communication. Here you go. What do they do?

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 19, 2022

So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. They audit customer service reps on the phone with Vanguard investors and there’s a pretty clear freak-out going on as the market melts down in ’08.

Investments 109

Investments Profit and Loss Education Advertising 109

The Finance Weekly

JULY 31, 2023

His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit. By leveraging AI algorithms and automation, finance professionals can effectively manage complex financial models and optimize investment strategies.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. It also leverages powerful data visualization capabilities to help users navigate the software more intuitively and efficiently.

Financial Planning and Analysis (FP&A) 52

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