Future CFO

MARCH 1, 2023

It is often in place with primary objectives to improve operational efficiency, optimise financial processes, enhance reporting and analysis, strengthen risk management and compliance, and elevate the employee experience. This will help ensure that the metrics can be tracked over time and progress can be measured accurately.

Finance 91

Finance Benchmarking Compliance SAP 91

Future CFO

OCTOBER 18, 2023

They are tasked with ensuring financial stability and compliance, but their ability to succeed in that respect depends largely on collaboration with CTOs, CIOs and other tech leaders. Finance leaders are now starting to delve deeper and ask bigger questions to tech professionals amid the rapidly changing world we have today.

Investments 64

Investments Benchmarking Economics Compliance 64

Future CFO

NOVEMBER 5, 2023

CFOs must uphold compliance with accounting standards and take a cautious approach to accounting positions, often providing additional disclosures in situations with any potential for debate. A crucial aspect of the CFO’s role is benchmarking the company’s profitability against both local and global peers.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Benchmarking Risk Management 52

E78 Partners

APRIL 9, 2024

Amid these challenges, private equity funds must navigate the complexities of industry-specific compliance requirements while establishing a common risk management framework to manage cyber risks across their entire portfolio. Their guidance helps align your organization’s cybersecurity processes with established industry benchmarks.

Investments 59

Investments Compliance Securities Benchmarking 59

PYMNTS

NOVEMBER 11, 2020

The launch comes after a successful pilot program, Visa noted, with the focus of the chosen FinTechs ranging from small business credit risk and buy now, pay later to merchant search and transaction compliance. This means that financial institutions and businesses of all sizes are looking for ways to rapidly develop their offerings.”.

Credit Risk 110

Credit Risk Benchmarking Compliance Budgeting 110

CFO News Room

FEBRUARY 5, 2022

Resilience, inclusive growth, and technology-enabled development – the Budget 2022 by finance minister Nirmala Sitharaman aims to create an enabling framework to achieve these three benchmarks. While the Budget delivers on many fronts, achieving this completely would require a concentrated effort spanning multiple years and further reforms.

Budgeting 130

Budgeting Manufacturing Economics Concentration 130

Future CFO

MAY 1, 2024

As they assist in compliance audits and the monitoring of internal controls to ensure that everyone within the company does their job correctly, they are also expected to thrive and flourish amid the challenges along the way for the benefit of the organisation.

Leadership 98

Leadership IFRS Finance Communication 98

The Charity CFO

JULY 17, 2023

Define Expectations Through Benchmarks and Other Metrics Before you can figure out if your nonprofit is healthy, you have to define what healthy means to your organization. Work with stakeholders like donors, fundraising heads, program leaders, and others to determine what metrics and benchmarks should be used.

Nonprofit 52

Nonprofit Benchmarking Auditing Compliance 52

CFO Talks

MARCH 20, 2024

Steward (Guardian): Safeguarding Assets and Compliance This role is vital for maintaining trust with stakeholders and ensuring the financial health of the organization. This involves managing risks, ensuring compliance with financial reporting requirements, and mitigating operational and fraud risks.

CFO 52

CFO Compliance Performance Measuring Education 52

PYMNTS

OCTOBER 11, 2018

“That’s why this collaboration is focused on evolving our network and setting new industry benchmarks on predictability and transparency for our clients and their customers.”.

Benchmarking 75

Benchmarking Compliance Banking Marketing 75

The Charity CFO

MAY 30, 2023

Ensuring that your nonprofit payroll services are up to the task of withholding payroll taxes, complying with grant regulations, and ensuring compliance and transparency can be a huge lift. Organizations should establish a formal process for reviewing and determining the executive salary based on industry benchmarks.

Nonprofit 52

Nonprofit Compliance Benchmarking CFO 52

CFO News Room

JANUARY 17, 2023

Even within an organization, every operation—risk and compliance, procurement and supply chain, production and operations, marketing and sales—has its own goals to meet. There’s no one-size-fits-all approach to sustainable transformation. A retailer and a cement company don’t have the same needs or strategies.

Benchmarking 130

Benchmarking Planning Compliance Sales 130

VCFO

SEPTEMBER 21, 2023

You can learn how you compare to your competitors and best in class by benchmarking your performance to a peer group. For instance, if your benchmarking shows a gross profit margin below the industry, that may signal excessive Cost of Goods Sold or Cost of Sales, suggesting operational or supplier agreement issues.

Valuation 87

Valuation Marketing Benchmarking CFO 87

PYMNTS

NOVEMBER 2, 2018

ADP is also introducing enhanced Compensation Benchmarking, a solution offered by ADP DataCloud that links accountants to data they can sort and analyze by industry, employee, location, job type, company revenue, pay type and more.

General Ledger 62

General Ledger Accounts Payable Benchmarking Compliance 62

Nerd's Eye View

FEBRUARY 14, 2023

In this episode, we talk in-depth about how Jim built Sanctuary’s “Partnered Independence” platform for advisors who want to run their own practices serving HNW clients while leveraging Sanctuary Wealth’s support system that offers technology, compliance, practice management and training groups, digital marketing, and even ultra-HNW (..)

Benchmarking 52

Benchmarking Compliance Practice Management Leverage 52

Barry Ritholtz

AUGUST 26, 2022

What he saw stunned him: The previous broker outsourced much of his asset management to third-party managers; Digging into the specifics he was gobsmacked by the details: Sub-$1m accounts charged 1.25% for a high turnover, actively managed SMA which lagged its benchmark by a few 100 basis points.

Concentration 141

Concentration Benchmarking Investments Accounting 141

PYMNTS

OCTOBER 14, 2020

In addition, Voyager points out that it is licensed by FinCEN and FINTRAC and can also provide treasury desk clients with the tax and compliance reporting they need. Specifically, he said the platform is fully compliant with regulators and up to date with anti-money laundering (AML) and know your customer (KYC) practices.

Treasury 129

Treasury Currencies Benchmarking Cash Management 129

CFO Leadership

OCTOBER 10, 2023

Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation. 1] Robert Half and Protiviti are members of the Microsoft AI Cloud Partner Program.

Financial Planning and Analysis (FP&A) 115

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

Future CFO

MAY 2, 2023

Mike Polaha: Finance transformation aims to revolutionise corporate finance strategy and processes with three main objectives in mind - driving operational efficiency, ensuring functional effectiveness and improving employee experience - all while progressing to improve the function’s overall compliance footprint.

Finance 52

Finance Benchmarking Leadership Communication 52

PYMNTS

DECEMBER 26, 2018

In fact, since GDPR came into play, regulators have used a “public interest” exemption to exchange information for certain cases such as insider trading or manipulating market benchmarks. That lack of full compliance could lead to penalties that include 4 percent of a fined firm’s annual top line. “It The time is now.”.

Benchmarking 53

Benchmarking Compliance Finance Securities 53

PYMNTS

OCTOBER 11, 2018

“That’s why this collaboration is focused on evolving our network and setting new industry benchmarks on predictability and transparency for our clients and their customers.”.

Benchmarking 43

Benchmarking Compliance Banking Marketing 43

Future CFO

JUNE 12, 2023

Metrics and benchmarking processes tied to business performance and process improvement should be sought from the CISO. Compliance should not be the sole focus, as meeting regulatory standards does not guarantee appropriate security practices or address financial risk.

Risk Management 52

Risk Management CFO Benchmarking Securities 52

Spreadym

JUNE 13, 2023

By using the chart of accounts, organizations can ensure that financial information is recorded in a logical and structured manner, facilitating efficient bookkeeping, financial analysis, and compliance with accounting standards and regulations. Adhering to these standards ensures compliance and facilitates accurate financial reporting.

Accounting 52

Accounting Financial Analysis Compliance Benchmarking 52

Spreadym

AUGUST 23, 2023

Regulatory Compliance: Workforce planning also considers legal and regulatory requirements related to employment, ensuring that the organization is compliant with labor laws and regulations. Market Trends: Monitor external labor market trends, including salary benchmarks, industry demand for specific skills, and talent availability.

Planning 52

Planning Leadership Compliance Analyzing Data 52

PYMNTS

JANUARY 29, 2019

The latest research from Cisco on the topic suggests executives may want to loosen the purse strings when it comes to cybersecurity investment, because the spend is paying off — including in ways beyond regulatory compliance.

Investments 59

Investments Compliance Education Benchmarking 59

PYMNTS

OCTOBER 5, 2018

That’s according to findings from Duff & Phelps, which through its Global Enforcement Review (done through its compliance and regulatory consulting practice), said that total penalties have climbed by 30 percent from 2015 to 2017, to $26.5 billion through the first six months of 2018, where last year showed $18.4

Benchmarking 51

Benchmarking Compliance Accounting Banking 51

Collectiv

JUNE 13, 2023

Financial management statements and reports provide the necessary information for stakeholders to monitor compliance. Nonprofits need fiscal procedures to ensure these internal controls are followed. Whereas asking stakeholders to plow through a stack of spreadsheets isn’t the best way to get the point across.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

PYMNTS

JUNE 10, 2020

The Fed, after all, took its benchmark rate to essentially zero percent in March and signaled this week that it won’t raise that any time soon. The fact that Federal Reserve chief Jerome Powell said Wednesday that stimulus efforts would remain in effect until the U.S. But reports as recently as October indicate that Marcus lost $1.3

Accounting 52

Accounting Benchmarking Compliance Banking 52

PYMNTS

AUGUST 21, 2019

The collaboration will deliver cost savings while automating inefficient tasks, facilitating risk reduction and improving compliance. Coupa is leveraging artificial intelligence (AI) and BSM community insights to give customers real-time insights and benchmarks for smarter spending decisions.

Benchmarking 48

Benchmarking Reconciliations Budgeting Compliance 48

Spreadym

AUGUST 17, 2023

Actual Expenses Variance Analysis Working Capital : Accounts Receivable Aging Accounts Payable Aging Inventory Turnover Debt Management : Total Debt Debt Service Coverage Ratio Debt-to-Income Ratio Investment and Capital Allocation : Capital Expenditures (CapEx) Return on Investment (ROI) for Projects Investment Portfolio Performance Financial Forecasting (..)

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

PYMNTS

MAY 16, 2018

May marks the debut of new compliance efforts – key among them, of course, GDPR (which covers Europe but touches these shores), and as of last week, new customer due diligence mandates. . To that end, risk solutions firm Kroll partnered with Ethisphere to offer up the Anti-Bribery & Corruption Benchmarking Report of 2018.

Invoicing 40

Invoicing Compliance Benchmarking Auditing 40

PYMNTS

MAY 19, 2017

On top of the risks of invoice and payment fraud when dealing with unfamiliar organizations, businesses risk compliance with local regulations when dealing with new partners internationally. In a nutshell, this enables users with end-to-end capabilities for realizing savings, increasing contract compliance and reducing sourcing leakages.

Benchmarking 40

Benchmarking Compliance Invoicing Leverage 40

Jedox Finance

JUNE 5, 2023

Dashboards built with no-code, drag-and-drop Canvas technology can be used to compare all the data that matters over different time periods, and against different benchmarks. release just made the process of creating dashboards and generating insights remarkably simple.

CFO 52

CFO Benchmarking Forecasting Communication 52

CFO Leadership

APRIL 4, 2023

It did pretty well, making a list of seven risk areas including credit, market, operational, liquidity, cybersecurity, compliance, and reputation. For instance, say you’ve thrown together an email for your team on performance benchmarks and the email seems too lengthy. We then asked about risks that Silicon Valley Bank (SVB) faces.

Leadership 98

Leadership CFO Benchmarking Communication 98

Future CFO

DECEMBER 26, 2019

Small businesses now have so much choice when it comes to selecting an accounting practice, that ordinary services like compliance, tax preparation and basic bookkeeping have become commoditised. Meanwhile, accountants in Hong Kong are transitioning beyond compliance services at a much faster rate than their Singapore counterparts.

CFO 40

CFO Compliance Cash Flow Forecasting Benchmarking 40

The Finance Weekly

MARCH 5, 2024

Financial Planning & Analysis (FP&A) In the realm of Financial Planning & Analysis (FP&A), platforms such as ,, DataRails , ,, Pigment , and ,, Jedox are setting new benchmarks for strategic financial management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

PYMNTS

JANUARY 16, 2017

13) by Chief Regulatory Officer Sylvie Matherat and Chief Operating Officer Kim Hammonds, the Wall Street bank said the move is designed to improve the compliance practices at the company. According to a Bloomberg report, which cited a staff memo issued Friday (Jan. WhatsApp, Google Talk and iMessage are also part of the ban.

Banking 40

Banking Benchmarking Compliance Communication 40