Collectiv

JUNE 13, 2023

Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively. When any organization leverages data, it must be reliable. As a result, you can be confident that the data you’re sharing with your community or leveraging to create change is as accurate as possible.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 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

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

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

The Finance Weekly

MARCH 5, 2024

Next, came a new solution, Datarails Connect , which leverages Excel's success to transform it into a kind of self-service BI solution, enabling finance professionals to become truly independent by connecting their entire data stack to Excel in a simple and self-service manner.

Financial Planning and Analysis (FP&A) 52

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

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

CFO News Room

NOVEMBER 4, 2022

Representation goals — whether based on industry benchmarks or population data for the appropriate city, state, or country — are one component, but it’s equally important to incentivize leaders and create accountability systems to help make those strategies a success. But companies can and need to do more to fully leverage this role.

Investments 100

Investments Leadership Accounting Analyzing Data 100

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

Michigan CFO

JUNE 7, 2023

Virtual CFOs leverage cloud-based accounting systems, collaborative tools, and remote communication to provide financial services to businesses on a part-time or “fractional” basis. Evolution of the Virtual CFO Concept With the rise of remote work and advancements in technology, the concept of a virtual CFO has gained significant traction.

CFO 52

CFO Problem Solving Budgeting Communication 52

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

PYMNTS

JUNE 6, 2016

The National Retail Federation has asked the FTC to investigate the Payment Card Industry (PCI) Security Standards Council on the grounds that credit card companies “unfairly leverage their brands.” The NRF further notes that the government ought to find a new method by which to benchmark data security.

Benchmarking 40

Benchmarking Construction Auditing Securities 40

Spreadym

JUNE 27, 2023

Compliance and Regulation: Financial Planning and Analysis ensures compliance with financial regulations, accounting standards, and reporting requirements. Regular performance reviews, feedback sessions, and benchmarking against industry standards can help organizations assess and improve the efficiency of their FP&A function.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

FEBRUARY 2, 2022

Empower your team to maintain cybersecurity and compliance standards with training on security, governance settings, gateway installation and management, audit logs, and the Azure Active Directory. Benchmarking adoption helps users continuously learn to use Power BI and be rewarded for their efforts.

Education 52

Education Benchmarking Prioritization Data Analysis 52

Future CFO

FEBRUARY 28, 2022

Furthermore, recruitment firm Randstad Malaysia shared that there is an increased demand for workers with digital skillsets, even in more traditional functions such as Accounting & Finance, Human Resources, Sales & Marketing, and Risk & Compliance. So what do we do with these trends? How can employers help?

Finance 52

Finance Accounting Benchmarking Leverage 52

PYMNTS

SEPTEMBER 7, 2017

If so, the organization would be crazy not to leverage that. And CFOs are busier than ever, said Sneed, with things like new and stricter compliance and regulation tasks putting more and more pressure on them. Fifth and finally, how does the organization plan to benchmark against its concept of a “perfect payment?”

Accounts Payable 56

Accounts Payable Invoicing Benchmarking Leverage 56

PYMNTS

FEBRUARY 28, 2020

Many are leveraging the Automated Cybersecurity Examination Tool, developed by the National Credit Union Administration (NCUA), to bridge this gap. The NCUA will collect data from these areas, which it will then leverage to establish data nationwide standards. California’s Protective Measures And Their Costs.

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. You can talk about the importance of compliance, especially in certain niches, and how your services can mitigate expensive penalties and give them peace of mind. Become an Active Part of a Network of Experts.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

PYMNTS

NOVEMBER 3, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. Plus, Everlink strikes a partnership for real-time B2B payments. Bloomberg To Incorporate Credit Risk Data.

Credit Risk 88

Credit Risk B2B Accounts Payable B2C 88

CFO News Room

DECEMBER 26, 2022

10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

The Charity CFO

APRIL 28, 2023

They understand the complexities of nonprofit accounting, including fund accounting, grant accounting, and compliance with IRS regulations. They can also provide financial reports that show how your organization is performing and how it compares to industry benchmarks.

Nonprofit 52

Nonprofit Accounting Firms Accounting Auditing 52

Jedox Finance

APRIL 12, 2023

Does HR understand our workforce’s current capabilities and talents, and how they can be leveraged so that teams can work together efficiently? When setting expectations, the ability to calculate target productivity ratios of employees against industry benchmarks is illuminating for boards and potential investors.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Benchmarking 52

Future CFO

JULY 26, 2021

Regulatory compliance. The ERP and the vendor should support companies to stay alert of and handle regulatory compliance, particularly to the company’s industry and locations. The ERP vendor should understand the industry benchmarks and best practices and leverage these to guide the company forward.

SAP 52

SAP CFO Compliance Planning 52

CFO News Room

DECEMBER 3, 2022

For these individuals, advisors who leverage advanced retirement income planning techniques could be particularly attractive. Financial advisors have a wide range of options when it comes to investing their clients’ assets, from purchasing individual securities to leveraging professionally managed mutual funds and, increasingly, using ETFs.

Communication 130

Communication Investments Planning Marketing 130

Planful

AUGUST 1, 2017

According to a 2014 study by APQC benchmarking the financial close process, the bottom performers took 12 days or more to close and report their results to management. The financial close and reporting process crosses multiple systems, departments, and locations. Then there’s additional time spent on external financial reporting and filings.

GAAP 40

GAAP Value-Added Analysis IFRS Auditing 40

Planful

APRIL 26, 2017

According to a recent benchmark survey by APQC, the bottom performers take 12 days or more to close the books and report their results to management. Forward-thinking organizations are leveraging the power of cloud-based enterprise performance management (EPM) platforms to reduce the pain and streamline board reporting.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Value-Added Analysis Auditing Benchmarking 40

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. And then all of a sudden, sometimes violently, it recalibrates. There is alpha.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

MAY 9, 2023

But I would say generally, there’s less leverage in the system. And at the time, we were going through a lot of regulatory change. Capital rules were changing. Risk appetite was changing. There were some fairly aggressive kind of investment strategies being pursued. The banks, the large banks at least, are better capitalized.

Investments 113

Investments Banking Advertising Finance 113

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. Benchmarking and KPI tracking across the organization to stay on course. Ad hoc reporting and visualization.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 63

Profit and Loss Valuation Forecasting Investments 63