Nerd's Eye View

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.

Auditing 89

Auditing Planning Leverage Investments 89

PYMNTS

JUNE 11, 2020

While the corporate accountant was already along a transformational journey pre-pandemic — shifting from number-cruncher to strategic adviser — Ross Hampton , head of business development for the Americas at CaseWare , recently told PYMNTS that this shift will accelerate and begin to take a new direction. ”

Economics 77

Economics Accounting Auditing Forecasting 77

CFO Talks

MARCH 14, 2024

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. Leveraging Technology for Integration: Modern technology platforms offer powerful tools for integrating data and processes across departments.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Nerd's Eye View

JUNE 13, 2023

What's unique about Danika’s path, though, is how, she launched her own independent RIA not out of a desire to be an entrepreneurial business owner, but because an IAR registration filing error by her prior firm left Danika, through no fault of her own, unable to be compensated for working with clients for an extended period of time… for (..)

Auditing 98

Auditing Corporate Finance Leverage Startups 98

Future CFO

NOVEMBER 29, 2023

Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers. Numbers could tell a story, they could explain behaviours and predict the future. Another significant milestone was my stint as the chief audit and control officer based in Zurich, Switzerland.

Finance 52

Finance Leadership Auditing Math 52

CFO Talks

OCTOBER 26, 2022

Before joining the Western Cape Liquor Authority, he was the Financial Manager of the Saldanha Bay Municipality and an Assistant Audit Manager at the Auditor-General of South Africa. Going forward, we are looking forward to leveraging those relationships for hopefully the betterment of the county and ourselves.

CFO 98

CFO Auditing Leadership Budgeting 98

E78 Partners

MAY 8, 2024

Compliance and Audit: ServiceNow helps in ensuring compliance with regulatory requirements and internal policies related to telecom expenses. Audit trails and documentation are maintained to track changes, approvals, and actions taken to manage telecom costs effectively.

Leverage 52

Leverage Auditing Compliance Invoicing 52

PYMNTS

APRIL 15, 2019

Goods and services are sourced and shipped from a large number of suppliers, leaving business customers with a tremendous volume of expenses to process, and often little information for each transaction.”. Now, Mastercard said, it is providing mid- and large-sized operations with an easier way to understand and manage expenses.

Auditing 70

Auditing B2B Leverage Banking 70

CFO Share

SEPTEMBER 29, 2023

Although facing the numbers can be boring or scary, knowing your financial health is critical to navigating challenges and seizing opportunities. Work with your CFO on capital planning to ensure you do not become over-leveraged. Perform a cash flow analysis to determine the source of the variability. Focus on profitability.

Auditing 40

Auditing CFO Cost Management Leverage 40

PYMNTS

OCTOBER 12, 2020

“Our network of independent consultants numbers approximately 60,000. In the spring, we saw our numbers for new consultants almost double in March and April, and triple in May. Our consultants have always leveraged the digital medium to connect with their customers, and even more so through the pandemic.

Manufacturing 108

Manufacturing eCommerce Auditing Retail 108

Future CFO

SEPTEMBER 7, 2021

AI innovation is happening at a rapid pace, with an above-average number of technologies on the Hype Cycle reaching mainstream adoption within two to five years, said Shubhangi Vashisth, senior principal research analyst at Gartner. Figure 1: Hype Cycle for Artificial Intelligence, 2021. Source: Gartner (September 2021).

Auditing 52

Auditing Compliance Leverage Technology 52

PYMNTS

JUNE 26, 2020

The units have audit trails to confirm when items have been retrieved and signal that the lockers are ready to use again. The pandemic has forced bank customers to turn to digital services in record numbers, with many leveraging such offerings for the first time.

Auditing 88

Auditing Banking Leverage Accounting 88

PYMNTS

OCTOBER 30, 2020

A recent survey found that only 46 percent of audit teams currently automate their compliance processes, and those that lack these systems pay the price in terms of man-hours. This gives merchants the evidence they need to dispute chargebacks when credit card companies approach them to recoup their losses.

Compliance 91

Compliance Entertainment Auditing Banking 91

The Finance Weekly

APRIL 27, 2022

Unfortunately, a number of SME owners, CEOs, and other leaders play in the gray or are entirely concerned by the ethics of their business practices. Leverage closing checklists. You should also execute detailed reviews of the financial numbers, including variance analysis. Lock prior periods once the close is done.

Leadership 52

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

Future CFO

MARCH 16, 2022

According to an April 2021 Gartner survey of 755 employees, when organisations implement embedded controls, the number of employees who miss compliance obligations drops by more than half (58%), the firm said. Despite the clear demand, there is currently little to no marketplace dedicated to embedded controls, Audet observed.

Compliance 98

Compliance Budgeting Leverage Numbers 98

Planful

FEBRUARY 23, 2016

A number of the panelists advised getting the best legal counsel and accounting advice when the company is at an early stage. When to Start Initiating External Audits. One panelist advised setting up external audits at an early stage. However, CFOs need to weigh the cost vs. benefit of doing a formal audit.

Auditing 40

Auditing CFO Leadership Leverage 40

PYMNTS

OCTOBER 3, 2018

The Remote Administration (RA) leverages GEOBRIDGE’s JSON Schema RESTful API (ARCK) – API for Remote Central Key Management to allow KeyBRIDGE Managers to securely perform a number of operations from their own offices.

Auditing 40

Auditing Leverage Securities Sales 40

PYMNTS

JANUARY 29, 2020

A significant number of firms — notably small- to medium-sized businesses (SMBs) — still use such systems, as 25 percent of smaller firms stated in 2018 that their payroll involved pen-and-paper methods. Such tools can automatically categorize necessary information from receipts and reports, significantly cutting down on the $26.63

Healthcare 56

Healthcare Compliance Auditing B2B 56

PYMNTS

DECEMBER 19, 2018

To that end, in South Korea, a number of government ministries are looking into blockchain, eyeing the potential boost distributed ledger technology can give to marine logistics. Blockchain has been steadily making inroads in the B2B realm as a way to help boost supply chain transparency and efficiencies. As Coindesk reported Tuesday (Dec.

Healthcare 62

Healthcare Auditing B2B Compliance 62

Future CFO

SEPTEMBER 15, 2022

The report titled, Controller’s Guidebook: Burnout in Accounting - Understanding the Problem , Leveraging Solutions, revealed that m% of accountants had at least one month in the past year where the Close disrupted their personal life. Asked what outcomes can result from burnout, he cited the potential for human error.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Auditing Accounting 52

Planful

SEPTEMBER 1, 2016

Blockchain currently serves as a public ledger for Bitcoin transactions, but it could potentially be leveraged to keep track of transactions and help distribute value to participants in other public value networks. New Tax and Auditing Tools. Heady stuff and certainly an emerging technology to watch. Continuous Accounting.

Technology 40

Technology Accounting Auditing Reconciliations 40

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 Talks

JULY 28, 2022

Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. We need to be able to hear and understand what the business is telling us and then interpreting the numbers will become easier. Decision Inc.

CFO 52

CFO Accounting Auditing Finance 52

PYMNTS

MARCH 27, 2020

I had an interest in leveraging technology to make that possible.”. This capability is only available for a small number of fridges right now, but Saunders expects a full rollout in the near future. That was really the focus early on, to be able to be PCI-compliant and pass an audit,” Saunders said. “We

Communication 52

Communication Auditing Leverage Securities 52

PYMNTS

MAY 15, 2018

Their goal is to trick businesses into thinking they are legitimate customers so they can leverage credentials and money that aren’t truly theirs. Verification auditing should be the provider’s responsibility, not the organization’s, he said – that’s why they’re paying the vendor. Why It Matters.

Auditing 51

Auditing Compliance Securities eCommerce 51

Barry Ritholtz

DECEMBER 5, 2023

’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. And I got to see firsthand what Bain was doing in strategic consulting and understand their view of business separate from the numbers. And Bain was kind enough to offer me a job to facilitate.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

PYMNTS

AUGUST 15, 2019

In the days before eCommerce, before data breaches grabbed everything from Social Security numbers to passwords, before fraudsters began to craft synthetic identities, strong customer authentication was rather simple. These data points, he said, fall under the designation of static PII. The Need For Machine Learning.

Auditing 53

Auditing eCommerce Numbers Securities 53

The CFO College

APRIL 8, 2021

For us numbers people, one of the hardest things can be getting out in front of a CEO and talking yourself up enough to land a new client. Skills and processes you might leverage to provide this include cash forecasting tools, deep dive analytics, and efficient startup models. Implement an Easy-to-Use, Effective Marketing System.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

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

Planful

MARCH 14, 2017

The webinar was sponsored by Planful and included a presentation by Peter Emerling , Director of Technology and Management Consulting at RSM – a world-leading provider of audit, tax, and consulting services to entrepreneurial growth-focused organizations globally. Reduce the number of cycles per process. Simplify as much as possible.

Budgeting 40

Budgeting Management Consulting Forecasting Auditing 40

PYMNTS

MAY 15, 2017

“It is one that is multidimensional, for many reasons, not the least of which are the challenges that are presented” as businesses have evolved and have elected to use an increasing number of third parties for distinct functions. In prior years, a company may have used a third party to supply raw material or parts.

Risk Management 43

Risk Management Auditing Compliance Leverage 43

Future CFO

JUNE 3, 2024

CFOs can leverage their experience to elevate ESG reporting, ensuring alignment with financial standards and promoting collaboration for accuracy across non-financial and financial performance," Wood says. 2023 saw a 20% year-on-year increase in data breaches from 2022, with twice the number of victims in 2023 than the previous year."

Finance 40

Finance Compliance Auditing Leverage 40

PYMNTS

AUGUST 12, 2016

The CEO of bitcoin leverage trading platform BitMEX, Arthur Hayes predicted, “Once they (Bitfinex) allow trading, many traders will attempt to purchase bitcoin with any dollars they have on the platform and withdraw,” which he expected to push up the price on Bitfinex and in the rest of the market.

Currencies 40

Currencies Auditing Securities Leverage 40

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

Bramasol

FEBRUARY 9, 2024

Scalable and flexible back-end systems enable them to adapt to changing regulations, implement new billing standards, and maintain audit trails without disrupting operations. It’s used today by most of the largest Media and Telecom companies in the world, as well as a growing number of mid-sized telecom companies."

SAP 90

SAP Compliance Invoicing Leverage 90

PYMNTS

MARCH 5, 2018

Consequently, the company pulled its advertising, spawning a digital media audit that revealed something else: Some digital platforms weren’t bringing the right eyeballs to P&G’s products. Or, more precisely, eyeballs, to those ads. Amazon can track the beginning of a consumer’s intent to buy to a sale and then influence repeat purchases.

Advertising 49

Advertising Retail Sales Auditing 49

Nerd's Eye View

AUGUST 29, 2023

What's unique about Jeff, though, is how he built his own financial planning spreadsheets in Excel, and has developed coding and integrations that automatically populate into a PowerPoint presentation, that he then shows clients to help build a story for their financial plans and give them the motivation they need to achieve their financial goals… (..)

Planning 86

Planning Auditing Financial Analyst Leverage 86