CS Lucas

MARCH 30, 2021

2 financial instruments . 5 forecast lines . Professional: Built for treasury teams w it h power users that need a treasury management system to manage financial instruments , deliver cash visibility with ease and provide accounting integration. 4 financial instruments . 15 forecast lines . Team rooms .

Treasury 52

Treasury Forecasting Cash Management Compliance 52

Spreadym

MAY 26, 2023

It helps automate and streamline the budgeting process by providing tools and features to input financial data, allocate funds to different categories, monitor expenses, and generate reports. It may also allow for scenario analysis to assess the impact of different financial decisions or changing circumstances.

Budgeting 52

Budgeting Forecasting Financial Modeling SAP 52

Future CFO

DECEMBER 17, 2023

Exceptions will trigger AI-driven, automated audits to ensure compliance. And while we aren’t quite there yet, I expect that generative AI will have a very compelling use case in forecasting and budgeting. Finance teams spend significant time on financial planning," he said.

SAP 52

SAP Finance Budgeting Data Analysis 52

The Charity CFO

MAY 11, 2023

Properly evaluate each company and their credentials before letting go of your financial data. Security Concerns The financial data of an organization is incredibly sensitive. This can be especially helpful if you don’t have a dedicated staff-person with the expertise level required.

Nonprofit 52

Nonprofit Communication Auditing GAAP 52

Future CFO

NOVEMBER 27, 2022

Asked what value AI brings to the finance team, he opined that AI and advanced algorithms can help deliver insights on ways to boost financial performance. Sanjay Patil : AI helps automate transactions and allows finance organisations to make better decisions with the data.

Finance 52

Finance CFO Compliance Auditing 52

Planful

NOVEMBER 10, 2016

Data Integration Requirements in EPM Processes and Software. One of the most critical requirements of an EPM platform is the ability to integrate financial and non-financial data from multiple sources. Data integration is also required to perform budget vs. actual analysis of financial or operational results.

General Ledger 40

General Ledger Budgeting Forecasting Financial Data 40

The Finance Weekly

JUNE 21, 2022

Below are his seven pieces of advice that can help chief financial officers handle some inevitable challenges. There are two things you’re going to get beat up for as a CFO of a public company: your ability to forecast and the credibility you bring communicating your metrics to Wall Street,” said Ellis. KPIs and metrics are critical.

CFO 52

CFO Communication Auditing Finance 52

Future CFO

JULY 7, 2021

Specific finance and accounting use cases of agile and scrum-based value delivery are partnering with IT departments on digital projects and executing financial planning and analysis (FP&A), continuous improvement initiatives, internal audits, and finance and accounting operations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Auditing Accounting 52

PYMNTS

JANUARY 9, 2019

Separate reports from The Wall Street Journal ( WSJ ), published last April, also demonstrated the changing nature of corporate finance: While the Big Four accounting firms’ advisory and consulting revenue jumped by a combined 44 percent since 2012, revenue from straightforward auditing for the firms rose just 3 percent in that time.

Accounting 71

Accounting Corporate Finance Accounting Firms Auditing 71

CFO News Room

DECEMBER 16, 2022

Financial managers are similar to personal financial advisors, except they monitor businesses’ financial well-being instead of individuals. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Budget Analyst. Average salary: $53,690 per year.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

The Charity CFO

NOVEMBER 23, 2022

A bachelor’s degree in accounting, finance, or other related fields prepares them to analyze financial data and advise the nonprofit on financial decisions. This background helps them provide oversight for and manage all forecasts, budgets, and investments for the organization. Why this is important. How to verify.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. With these spreadsheets, you can store, organize and analyze valuable data.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. With its widespread use, some businesses may see Excel as their only solution for corporate financial planning.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

Future CFO

OCTOBER 20, 2021

WD: As a CFO — besides traditional finance tasks such as bookkeeping, reporting and compliance — I am also responsible for optimising the company’s financial performance and driving the direction and success of the organisation by using financial knowledge and understanding of the company's business model while managing risks with all stakeholders.

CFO 52

CFO Leadership Finance Problem Solving 52

Spreadym

SEPTEMBER 27, 2023

Spreadym : Spreadym is a Corporate Performance Management platform that combines the flexibility of Excel spreadsheets and the high-productivity of data analytics. Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document.

SAP 59

SAP Budgeting Forecasting Auditing 59

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Why Businesses Use Spreadsheets for Financial Forecasting. Risk of Errors. Limited Visibility.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

PYMNTS

FEBRUARY 14, 2017

million in funding last year, helps SaaS companies manage operations by providing financial management, auditing and reporting, analytics and other back-office services. Whatever they use, he said, these companies need the ability to manage and forecast their cash, and they do so in a very different way than other businesses.

Financial Data 53

Financial Data Forecasting B2B Auditing 53

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. So, why are so many companies relying on them to handle their financial needs? Forecasting. Spotting trends. Lack of Security Features.

Securities 52

Securities Cash Flow Forecasting Budgeting Forecasting 52

The Finance Weekly

APRIL 28, 2024

This not only transforms financial tasks like reporting, budgeting, and forecasting but also lightens the load for the IT department. All from within Excel, Connect equips users to import live data from all ERP systems, effortlessly construct reports, and access all ERP data from your spreadsheets.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

APRIL 13, 2024

Every modern enterprise, regardless of size, requires finance software to manage various aspects of its financial health. This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting.

Financial Planning and Analysis (FP&A) 52

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

Centage

JULY 25, 2023

Risk of Errors with Excel Spreadsheets The risk of errors is one of the greatest challenges that businesses face when using Excel spreadsheets for budgeting and financial forecasting. To maintain multiple spreadsheets, you will be required to perform manual data entry. Otherwise, you risk sharing incorrect financial data.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) General Ledger Forecasting 98

Spreadym

AUGUST 10, 2023

What is financial reporting software? Financial reporting software refers to specialized tools or applications designed to help organizations generate, manage, and present their financial data in a clear and organized manner. Exporting and Sharing: The ability to export reports in various formats (PDF, Excel, etc.)

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) CFO Accounting Standards 52

Spreadym

JULY 10, 2023

Effective Communication and Collaboration: Foster effective communication and collaboration among departments involved in the close process, such as finance, accounting, internal audit, and operations. When selecting financial close software, consider your organization's specific needs, size, complexity, and integration requirements.

Financial Planning and Analysis (FP&A) 52

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

Centage

MAY 8, 2023

Your role is critical and complex as you know and understand the financial operations of your organization inside and out – and are ultimately responsible. You are a master of your companyʼsʼ financial data – and there is so much of it to manage. Plan to work with them early in your board presentation development stage.

Nonprofit 98

Nonprofit Budgeting CFO Finance 98

PYMNTS

NOVEMBER 15, 2018

This will be critical for corporate finance, for instance as small businesses need solutions to forecast cash flow and gain insight into their own risk profiles. That same information is key to alternative and traditional lenders, which need this data to underwrite their financing.

B2B 74

B2B Cash Flow Forecasting Corporate Finance Forecasting 74

Future CFO

FEBRUARY 22, 2024

One major benefit is that EPM can act as a central hub, consolidating financial and non-financial data from diverse sources into a single source of truth. For CFOs, it means having all compliance-related data readily available, organised, and accessible at their fingertips.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Finance Compliance SAP 97

CFO Leadership

MARCH 31, 2022

Cloud-based cash management solutions can help centralize, automate, and analyze global financial data, making cash visible again. Forecast future cash flows. Our current forecasting process doesn’t require a crazy amount of time. As your single source for all cash transaction detail, it offers a full audit trail.

Treasury 52

Treasury Cash Management Currencies Reconciliations 52

PYMNTS

OCTOBER 30, 2017

For the small businesses, she said, one of the biggest benefits is that clients no longer have to move from portal to portal, or from app to app, to access all of their financial data and services. “Users have an improved handle and an improved perspective on their financial health,” Gabowicz said.

Banking 57

Banking Auditing Financial Data Forecasting 57

Planful

MAY 17, 2021

Unlike other ERP tools out there, Planful’s financial consolidation software makes financial processes more collaborative. You can assign tasks, add comments, and tag team members within your forecasting, budgeting, and consolidation documents. PS Logistics reduced its monthly close from up to four weeks, to five to seven days.

Auditing 40

Auditing Finance Planning Investments 40