CFO News Room

FEBRUARY 5, 2023

The History The Adani Group, founded by Gautam Adani, started life as a commodity trading partnership business in Gujarat, and listed on stock markets in 1994, as Adani Exports, with a large chunk of its revenues coming from its operation of a local port in Mundra, with a subsequent entry into the edible oil business.

Marketing 130

Marketing Investments Auditing Restructuring 130

PYMNTS

JUNE 6, 2019

auditing giant to overhaul operations amid growing regulatory scrutiny on the industry. PwC is reportedly planning to ramp up its auditing operations by hiring 500 more auditors across the U.K., The company will also deploy a digital audit team, strengthen training operations and review existing clients. .”

Auditing 46

Auditing Investments Planning Marketing 46

PYMNTS

NOVEMBER 17, 2020

The Securities and Exchange Commission (SEC) is moving forward with a plan that could boot Chinese companies from U.S. auditing rules. inspectors from the Public Company Accounting Oversight Board (PCAOB) look over audits from Alibaba , Baidu , and other firms trading in American markets, Bloomberg reported.

Planning 78

Planning Auditing Accounting Securities 78

PYMNTS

AUGUST 11, 2020

Ucommune , a Chinese rival of co-working space operator WeWork, scrapped a planned U.S. “In light of the current capital markets condition, the Company is considering other alternatives and has determined not to proceed at this time with the offering and sale of the securities proposed to be covered by the Registration Statement.

Planning 100

Planning Construction Auditing Leverage 100

CFO News Room

JANUARY 6, 2023

How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

Auditing 130

Auditing Practice Management Planning Investments 130

The Finance Weekly

JUNE 22, 2022

To top it all off, the current market downturn and continued inflation is putting additional strains on companies’ forecasting and planning efforts. Scenario planning is becoming increasingly critical for companies survival, but many FCFOs struggle with providing their customers with an efficient strategy for this.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

Nerd's Eye View

MAY 16, 2024

In the initial stages of their careers, many financial advicers find that, with little revenue coming in and less than a full load of client-facing work to do, they spend the majority of their time on operations and marketing as they try to establish their practice. Another method is to conduct a time audit by installing a time-tracking app.

Auditing 52

Auditing Communication Planning Marketing 52

E78 Partners

APRIL 26, 2024

E78 uses an evidence-based methodology to validate telecom inventory by combining time-tested process, tailor-made auditing BI and the best experts in the field. Our clients who already have a TEM today can still achieve average savings of 15%-30% from E78 audits and 30%-50% from E78 sourcing and advisory services work.

Technology 64

Technology Benchmarking Auditing Leadership 64

CFO News Room

DECEMBER 24, 2022

As you analyze your firm’s revenues and profits, or as you make plans for the future, what’s your unit of analysis? We have found that performing a customer-base audit is a fundamental catalyst for change. What is a Customer-Base Audit? At too many firms, analyzing the data of individual customers gets short shrift. Conclusion.

Profit and Loss 130

Profit and Loss Auditing Planning Sales 130

VCFO

NOVEMBER 1, 2023

Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement.

Finance 91

Finance Strategic Planning Auditing CFO 91

Future CFO

NOVEMBER 10, 2021

Ransomware and the long-term effects of the pandemic on markets and organisations are the top issues for auditors in 2022, said Gartner recently. . The 2022 audit plan hot spots that Gartner identify are as follows. Review Ransomware Attack Response Plans. Ransomware. Data and Analytics Governance. IT Governance.

Auditing 75

Auditing Economics Communication Planning 75

CFO News Room

DECEMBER 30, 2022

has brought a wide range of changes to the world of retirement planning. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients!

Planning 130

Planning Auditing Investments Securities 130

Bramasol

APRIL 15, 2024

To help understand the various ways to combine traditional AI and Generative AI to accomplish operational, planning and strategic management goals, let's dive into three different scenarios. Also, security of data being used in AI and Gen-AI planning will need to be rigorously managed to assure accuracy, timeliness, and security.

SAP 87

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 87

VCFO

NOVEMBER 7, 2023

Some sellers proactively seek a report well in advance of planned transactions to give themselves a chance to prepare for concerns that may arise, eliminate surprises, and/or correct factors that may detract from valuation in a future transaction. An audit opines on the accuracy of a historical period.

Valuation 86

Valuation Auditing Concentration CFO 86

CFO Talks

MARCH 2, 2023

Before joining Komatsu, he was a Senior Manager at KPMG in South Africa and he was responsible for several large audit clients. We know that construction has been a bit of a saturated market but hopefully there will be a turnaround once infrastructure spend starts again. It’s quite a big business and operates from a R1.3

Auditing 98

Auditing CFO IFRS Construction 98

PYMNTS

DECEMBER 18, 2020

The IPO rate for Chinese companies is the highest since Alibaba’s massive market debut in 2014, according to CNBC , citing a new report from Renaissance Capital. market for 2020, according to Renaissance Capital. auditing standards by the end of next year, including opening up their audit records to U.S. auditing rules.

Auditing 107

Auditing Valuation Treasury Marketing 107

PYMNTS

MAY 1, 2020

Mnuchin: All PPP Loan Recipients Will Face Audits. Treasury Secretary Steven Mnuchin said per reports that firms that borrow money via the Paycheck Protection Program (PPP) can expect to be audited prior to forgiveness of the loans. ” JPMorgan Chase Submits Nearly $18B In PPP Loans. Then, they become due.

Auditing 57

Auditing Economics Treasury B2B 57

VCFO

JANUARY 18, 2024

This may be a smaller issue when revenue is well distributed and the company isn’t reliant on few customers but is a bigger issue for planning and projections otherwise. Cash flow liabilities and areas such as customer acquisition cost, financial projections, and staffing plans can be impacted.

Auditing 81

Auditing Leadership Construction Invoicing 81

Future CFO

OCTOBER 4, 2020

This is where Integrated Business Planning (IBP) – the next generation of planning comes into play. Compare actual performance to planned data and drill down to details. A single version of the truth backed by transparent methodologies and auditable processes. . More accurate forecasts and what-if analytics. •

Finance 40

Finance Planning Reconciliations Auditing 40

CFO Thought Leader

APRIL 30, 2024

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. We have a full-suite platform that really spans this elongated, close-to-planning process.

CFO 52

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

VCFO

FEBRUARY 15, 2023

Lee Ann’s depth and breadth of expertise includes board reporting, audit preparation, business plan development, market research and analysis, risk management, and capital requirements. She had complete ownership of financials, reporting, auditing, and compliance for all entities.

Auditing 52

Auditing CFO Risk Management Budgeting 52

Adam Kae

APRIL 21, 2023

Planning on launching a new product or solution? Chances are, your plans need some investment - and investors. Speaking of transparency… Perform Internal Audits Audits, as tedious as they sound, have a couple of benefits. Audits also help you identify any areas of opportunity that may have otherwise gone under the radar.

Auditing 52

Auditing CFO Sales Investments 52

PYMNTS

AUGUST 20, 2020

The fundraising comes ahead of the 4-year-old startup’s initial public offering (IPO) plan in the U.S., The industry now has an opportunity to embrace market disruption in ways that can strengthen customer relations and put capital into the hands of business owners who need it quickly and painlessly, Pogreb told PYMNTS.

Planning 56

Planning Auditing Healthcare Investments 56

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. This business model was not part of my original master plan. Financial planning is our most valuable service. Ultimately, doing a spend audit is a particularly good exercise for any startup. before they became PricewaterhouseCoopers.

Planning 52

Planning Marketing Startups CFO 52

Nerd's Eye View

DECEMBER 30, 2022

” has brought a wide range of changes to the world of retirement planning. Also in industry news this week: Why many clients of robo-advisors are seeking out human advisors in the current market climate.

Auditing 84

Auditing Planning Leverage Investments 84

PYMNTS

AUGUST 19, 2019

Visa is unhappy with India ’s plan to require banks and card payment networks to offer no-fee debit card transactions. The plan aims to spark adoption of electronic payments in the country, according to Reuters. of India just revealed that it is reviewing an audit report to ensure Facebook’s WhatsApp complies with local rules.

Planning 52

Planning Auditing Economics Banking 52

Nerd's Eye View

FEBRUARY 24, 2023

Also in industry news this week: Why the behavior of some TAMPs and investment advisers might have led the SEC to propose its new (and potentially burdensome) ‘outsourcing rule’ Why independent broker-dealers could become major players in RIA M&A in the coming year From there, we have several articles on advisor marketing: How to craft (..)

Tax Planning 94

Tax Planning Auditing Investments Numbers 94

Nerd's Eye View

JANUARY 6, 2023

How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

Auditing 84

Auditing Practice Management Planning Investments 84

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Example: When it’s time for an audit, the Controller is hands-on, working directly with the auditors, showing them the books, and explaining the details. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

PYMNTS

MARCH 15, 2019

Community bank Patriot National has hit a regulatory roadblock in its plans to launch a Small Business Administrative platform, but reports in American Banker on Thursday (March 13) said the financial institution remains undeterred by the challenge. Hana is one of the largest SBA lenders, facilitating $96.6

Planning 55

Planning Auditing Currencies Banking 55

Future CFO

AUGUST 2, 2020

In some cases, entire industries are affected, supply chains are mixed up and sales markets are breaking down. Excel remains the de facto standard for planning – users can quickly, cost-effectively and independently conduct budgeting, and forecasting. It offers a powerful native Excel integration to Jedox web and mobile applications.

Planning 40

Planning Reconciliations Budgeting Auditing 40

VCFO

APRIL 23, 2023

He has a history of improving operations and investor and bank relations through strategic business planning, internal controls, and productivity improvements. through identifying revenue-threatening errors and developing audit procedures. There, he saved the company $1.5M At vcfo, our mission is always to make your company stronger.

CFO 52

CFO Auditing Transportation Strategic Planning 52

PYMNTS

OCTOBER 9, 2020

Tipalti indicated that it would be harnessing the funding to focus on its product roadmap, speed up its growth trajectory, expand its international presence and “increase its market-leading position as the preferred solution for high-velocity companies across the globe,” according to an announcement.

Compliance 107

Compliance Auditing Accounts Payable Valuation 107

CFO News Room

DECEMBER 16, 2022

Adobe maintained its forecast for the new fiscal year, while announcing a plan to buy hot startup Figma in the quarter. gained access to necessary audit documents. Darden Restaurants — Darden Restaurants dropped 4% despite delivering an earnings and revenue beat for its fiscal 2023 second quarter. exchanges rose Friday.

Technology 130

Technology Auditing Advertising Forecasting 130

CFO News Room

FEBRUARY 3, 2022

That could force social-media platforms such as TikTok and other software applications connected to the internet to submit to third-party auditing, source-code examination and monitoring of the logs that show user data, according to the proposed rule. say the White House is moving too slowly to come up with a comprehensive plan.

Securities 130

Securities Auditing Technology Compliance 130

Bramasol

FEBRUARY 9, 2024

Critical Factors for Success in the Telecom Back-end Systems Arena Today's telecom services typically involve complex pricing plans, including variable rates, discounts, bundles, and add-ons. Efficient billing and invoicing processes are crucial to assure a positive customer experience.

SAP 90

SAP Compliance Invoicing Leverage 90

Future CFO

AUGUST 23, 2022

According to Knight Frank Research , the APAC data centres market saw growth of 24% in 2021 with an increase of 185MW of new capacity across the region in Q4 and 1.500GW for the year. Lim acknowledged that is in a hyper-growth mode, entering new markets. I understand that STT GDC is planning to roll out a new data centre in Seoul.

CFO 98

CFO Auditing Finance Treasury 98