CFO Talks

MARCH 20, 2024

Financial Analysis: The CFO decides what financial analysis to do to improve the business and shares these insights with other department heads. The completion of bank reconciliations and management reports falls under the Controller’s purview, who also prepares and issues financial statements.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

PYMNTS

OCTOBER 30, 2017

Russian companies are providing the nation’s banks with much-needed support amid a time of turmoil for the industry, according to news from Reuters last week. Central bank data analyzed by Reuters suggests corporate deposits at Russia ’s top 10 banks held strong as of Oct.

Banking 43

Banking Financial Analysis Accounting B2B 43

FISPAN

DECEMBER 8, 2021

Anek brings an extensive background in business development and customer success, with key specializations including project scoping, business and financial analysis, and relationship management. Get to know Anek, his aspirations at and beyond FISPAN, and how the emerging sector of FinTech allowed him to pursue a career in banking.

Financial Analysis 59

Financial Analysis Education Economics Banking 59

Future CFO

JANUARY 22, 2024

Modern accounting software integrates seamlessly with diverse financial systems, automating tasks such as data entry, bank reconciliation, and invoice processing. Real-time Data Insights The advent of cloud-based accounting solutions has turned real-time financial data availability into a reality for businesses of all sizes.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

CFO News Room

DECEMBER 22, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. Finally, I carve out simple (even simplistic) sessions on inflation, interest rates and exchange rate , three macro variables that we are exposed to in almost all financial analysis and valuations.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

Beacon CFO Plus

MAY 5, 2023

Financial institutions are increasingly leveraging NLP technologies to improve their customer service and streamline various financial processes. The application of Chat GPT in finance has been rapidly growing with the rise of digital banking and the demand for seamless customer experiences.

Finance 52

Finance CFO Financial Analysis Leverage 52

Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done.

Corporate Finance 128

Corporate Finance Valuation Finance Investments 128

The Charity CFO

MAY 31, 2022

Even on nonprofit financial committees, some members may be skilled in accounting, others in banking, and others in investing or financial analysis. It’s a myth that all stakeholders need to be experts in every aspect of nonprofit finances. Step #3: Understand what is required.

Nonprofit 98

Nonprofit Finance Auditing Accounts Payable 98

Spreadym

FEBRUARY 26, 2023

This is the field where complex business management software and other such business systems, for example, resource planning software, financial analysis and planning (FA&P) or sales and operations planning (S&OP) software are advanced. Read here about how we solved this task with SAP and local EPM System.

Budgeting 52

Budgeting SAP Data Analysis Financial Analysis 52

Future CFO

MAY 1, 2024

As the business's nerve centre, the controller connects with external stakeholders, including the parent company, banks, and government bodies, having exposure to operations, marketing, consumer insights, and supply chain.” “Balancing governance and growth is the challenge, requiring performance optimisation and innovation,” says Leonardo. “As

Leadership 98

Leadership IFRS Finance Communication 98

PYMNTS

NOVEMBER 16, 2020

In the wake of the 2008 global financial crisis, and banks' subsequent pullback from the small- to medium-sized business ( SMB ) lending arena, a slew of alternative lenders emerged onto the scene to fill the credit gap. The SMB lending space is evolving rapidly.

Technology 115

Technology Financial Analysis Finance Invoicing 115

The Charity CFO

JUNE 7, 2023

Nonprofit financial statements. Is this just a necessary evil just to meet compliance requirements , and make sure there’s enough cash in the bank? Or can your financial statements be a lens to view your organization and fuel the mission? This analysis supports financial analysis, budgeting, and investment decision-making.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

Future CFO

DECEMBER 6, 2023

The sum of many responsibilities As for what it means to be an effective CFO, she said it is going beyond Financial Analysis and Reporting, being more proactive involvement in the operations and overall strategy development and execution of an organisation. As treasurer, she is the link to external financial institutions.

CFO 98

CFO Finance Financial Analysis Transportation 98

Musings on Markets

DECEMBER 21, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. Finally, I carve out simple (even simplistic) sessions on inflation, interest rates and exchange rate , three macro variables that we are exposed to in almost all financial analysis and valuations.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

CFO News Room

JANUARY 25, 2023

During my teaching lifetime, I have taught a wide swath of classes, ranging from banking to equity instruments, but in the last twenty years, my focus has been on three classes, c orporate finance, valuation and investment philosophies , with the last one taught only online.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

PYMNTS

JANUARY 18, 2019

.” Mastercard has also integrated its In Control solution with Strands’ Business Financial Management , a European solution co-developed by Mastercard and Strands to provide cash flow forecasting and financial analysis to small businesses.

Accounts Payable 55

Accounts Payable Cash Flow Forecasting Invoicing Financial Analysis 55

PYMNTS

DECEMBER 19, 2019

Furthermore, accountants request monthly bank statements and other financial documents from their small business clients to analyze that information and provide feedback. However, running a small business is often a 24/7 year-round job, often having questions on a Saturday morning or needing financial analysis in real time.

Accounting 53

Accounting Finance Accounting Firms Benchmarking 53

CFO News Room

JANUARY 27, 2023

Once you’ve linked your bank account, you’ll be given a specific dollar amount and will pick your gift stock from a list of America’s top 20 leading companies, based on market cap, in their respective industries. All you need to do is link your bank account, pick your investments (or let Groundfloor do it for you), and collect your interest.

Investments 130

Investments Education Accounting Finance 130

PYMNTS

DECEMBER 17, 2018

13), Bill.com said in its report, “ The Rise of Modern Business Payments ,” that accounting professionals now point to ACH payments as the dominant way they pay their corporate bills, with 73 percent noting that they use ACH payments and online banking to pay their clients’ invoices. In an announcement on Thursday (Dec.

B2B 63

B2B Accounts Payable Invoicing Reconciliations 63

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting.

Finance 98

Finance CFO Forecasting Leadership 98

PYMNTS

MAY 13, 2019

Prioritizing data integration led Complete Controller to recently choose MoreReporting as its next product offering, a solution that integrates with QuickBooks to provide cash flow and financial analysis for users. In the U.S.,

Accounting 61

Accounting Compliance Prioritization Financial Analysis 61

CFO Simplified

JANUARY 9, 2022

Financial review. Financial Review. Meet with your bank. Banks do not know how your specific business has been affected, therefore communication is key. Plan on telling your bank: How your business has changed – how your sales have been impacted. Human Resources updates and changes. Business Planning Tips.

Cash Flow Forecasting 52

Cash Flow Forecasting Strategic Planning CFO Budgeting 52

Spreadym

JULY 21, 2023

This enables better risk assessment, personalized marketing, and improved decision-making for investment strategies Cloud Computing : Moving financial operations and data storage to the cloud, allowing for scalability, cost-effectiveness, and enhanced collaboration. Use data and financial analysis to support the case.

Finance 52

Finance Prioritization Compliance Leverage 52

PYMNTS

FEBRUARY 27, 2018

Small businesses (SMBs) in particular can have trouble not only gaining access to their financial data, but also making sense of it. For franchise owners, financial data isn’t just stored across systems; it’s stored across various business locations, making financial analysis even more difficult. In the U.S.,

Cash Flow Forecasting 40

Cash Flow Forecasting B2B Forecasting Financial Data 40

Musings on Markets

AUGUST 15, 2023

If your answer is the Fed or central banks, you have lost the script, since the rates that central banks set tend to be short-term, and inaccessible, for most investors. As expected inflation rises, you should expect risk-free rates to rise, with or without central bank actions.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

PYMNTS

OCTOBER 17, 2016

That’s according to a new report by WAUSAU Financial Systems and Celent, which emphasized the increasing popularity of mRDC technology, enabling consumers and large businesses to deposit their checks from a mobile device. 78% of U.S. SMEs are unprepared for a cyberattack , according to the Nationwide’s Small Business Indicator.

Technology 76

Technology Invoicing Financial Analysis B2B 76

CFO News Room

JANUARY 18, 2023

You can also become an independent agent, performing financial analysis and selling life insurance products to clients. If you’re interested in other high-paying jobs in similar fields, check out our guides to the highest-paying jobs in real estate , major banks , and the best-paying jobs in finance. Cited Research Articles.

Leadership 130

Leadership Education Communication Problem Solving 130

Adam Kae

NOVEMBER 14, 2022

This connection between the 2 primary financial reports is why your bank balance is so low and your income tax bill is so high. If you have questions and want to take a deep dive into your missing profits, you can join the Financial Elevation Group starting December 7th, 2022. The common link between those 3 answers?

Profit and Loss 52

Profit and Loss CFO Financial Reporting Banking 52

CFA Institute

JUNE 11, 2019

How healthy are the bank and non-bank sectors across the globe? How does their current status compare with the days preceding the global financial crisis?

Banking 52

Banking Performance Measuring Financial Analysis Risk Management 52

Finvisage

DECEMBER 31, 2019

Samsung Electronics’ unsecured financial data was shredded due to inadequate security measures. Finvisage’s security is twofold, it embrace bank level encryption and authorization request from upper management for alterations. This would have left no scope for fraudsters to vandalise financial data.

Reconciliations 52

Reconciliations Financial Analysis Accounting Construction 52

Musings on Markets

DECEMBER 15, 2021

During my teaching lifetime, I have taught a wide swath of classes, ranging from banking to equity instruments, but in the last twenty years, my focus has been on three classes, c orporate finance, valuation and investment philosophies , with the last one taught only online.

Corporate Finance 56

Corporate Finance Valuation Finance Investments 56

Boston Startup CFO

OCTOBER 13, 2015

He/she can help you understand what the numbers mean by providing a level of financial analysis and more robust financial reporting. You’ve probably raised money, you’re growing moderately to fast and you’re adding new product lines quickly.

CFO 52

CFO Tax Planning GAAP Budgeting 52

Barry Ritholtz

JUNE 13, 2023

You went to school in Paris, but you began your career in London at Merrill and Deutsche Bank. You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. I joined, effectively, Deutsche Bank.

Investments 57

Investments Banking Entertainment Valuation 57

Future CFO

DECEMBER 7, 2020

I bring with me more than 20 years of extensive experience from startups to global multibillion-dollar organisations, including the two largest banks in Malaysia and a renowned low-cost airline loyalty programme. a subsidiary of Airasia Digital. FutureCFO: What are your responsibilities as the CFO at BIG Loyalty?

CFO 52

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

Spreadym

JULY 10, 2023

Timely and Regular Reconciliation: Perform regular reconciliations of key accounts, such as bank accounts, accounts receivable, accounts payable, and inventory. Clearly define roles and responsibilities, specify deadlines, and provide step-by-step instructions for each task involved in the close process.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JULY 31, 2023

His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit. Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Musings on Markets

JULY 25, 2023

Risk Scores The advantage of default spreads is that they provide an observable measure of risk that can be easily incorporated into discount rates or financial analysis. The disadvantage is that they are focused on just default risk, and do not explicitly factor in the other risks that we enumerated in the last section.

Hurdle Rate 52

Hurdle Rate Currencies Valuation Marketing 52