The Finance Weekly

JANUARY 19, 2023

By identifying areas of opportunity for departments to increase return on investment and align with business goals, finance becomes a more effective partner to the rest of the organization. They can advise you on decisions around improving cash flows, such as how to increase revenue per employee or how to change payment plans.

Leadership 98

Leadership CFO Benchmarking Finance 98

Centage

DECEMBER 1, 2021

But times have changed – which is why financial forecasting is more important than your annual budget. They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. Finance at the Speed of Business. Watch Demo.

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

Future CFO

MAY 2, 2023

According to Gartner, success in digital investments and intended business outcomes are highly dependent on strong CFO-CIO partnerships. Is the company looking to improve the accuracy of its financial reporting, or to increase the efficiency of its financial close processes?

Finance 52

Finance Benchmarking Leadership Communication 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

APRIL 26, 2020

Digits for Expenses gives business owners the ability to see financial reports in real time and automatically analyze costs to evaluate activity, trends and anomalies. It should learn in real time as the business evolves, and it should empower business owners and operators everywhere, without requiring any prior financial training.”.

Benchmarking 60

Benchmarking Startups Finance Investments 60

Future CFO

MAY 1, 2024

As the person responsible for preparing an organisation’s financial reports, which include balance sheets and income statements, the role of a finance controller is anything but ordinary. A controller is a pivotal role in the organisation which allows one to showcase both technical and soft skills,” Geronimo says.

Leadership 52

Leadership IFRS Finance Communication 52

Centage

SEPTEMBER 5, 2023

Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Real estate, health care, and financial services tend to have high profit margins. Benchmark your industry before looking at your profitability so you know what to aim for. But you need to understand which is which.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

NOVEMBER 27, 2023

Key Performance Indicators (KPIs) play a crucial role, especially in , financial reporting. To assess your company's financial well-being, it's better to be objective rather than subjective. Financial KPIs provide insights into a business's financial well-being compared to its internal goals, competitors, and other industries.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

Collectiv

JUNE 13, 2023

Financial management statements and reports provide the necessary information for stakeholders to monitor compliance. A well-organized financial report also helps you communicate your impact, explain your needs, identify opportunities, and inform timely and accurate decisions.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

Spreadym

JUNE 27, 2023

This includes analyzing revenue and expense trends, profitability, cost drivers, key performance indicators (KPIs), and financial ratios. Strategic Planning Support: Financial Planning and Analysis plays a crucial role in supporting strategic decision-making processes.

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. That includes investing in people and business processes that can help your AI initiative be successful.

Financial Planning and Analysis (FP&A) 115

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

The Charity CFO

JUNE 26, 2023

Is your organization receiving investment income? Regular budget reviews on a quarterly or yearly basis are essential to see if you’re hitting your expected benchmarks in both revenue and expenses. Do You Struggle to Make Sense of Your Financial Statements? Think broadly about other revenue streams as well.

Nonprofit 52

Nonprofit Budgeting Benchmarking CFO 52

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team.

CFO 52

CFO Problem Solving Budgeting Communication 52

CFO Talks

MARCH 19, 2024

A CFO committed to the agenda invests not just financial resources but personal time and effort, visibly participating in key initiatives. Investing Time and Resources Commitment is also measured in terms of resource allocation. Fostering Commitment to Change True leadership is shown by example.

CFO 52

CFO Communication Finance Budgeting 52

PYMNTS

NOVEMBER 6, 2019

million Series A funding round, led by Benchmark. And there is nothing more mind-numbing than the paperwork, and spreadsheets, and financial reports and inscrutable transaction records that are all required to actually operate the business,” the FinTech startup explained. FinTech startup Digits has announced the close of a $10.5

Startups 43

Startups Benchmarking Leverage Financial Reporting 43

PYMNTS

MARCH 14, 2016

Small business lenders touted their high-volume milestones, and researchers pointed to a massive spike in FinTech investments. billion worth of investment landed at FinTech startups last year , representing a more than 100 percent increase in the volume of investment for this segment. We break down all the numbers below.

B2B 40

B2B Invoicing Benchmarking Finance 40

Planful

OCTOBER 25, 2016

Another panelist highlighted their investment in inventory, as well as managing growth in the business. All of the panelists agreed that having your core financial processes in order is critical to having the time and credibility to advise the CEO and other executives on strategic initiatives and risk management strategies.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

The Charity CFO

AUGUST 14, 2023

The Founder’s Role in Nonprofits Everyone’s work matters in new or growing nonprofits, but few people have the level of financial and emotional investment as the founders. Competitive salaries aren’t a true expense but an investment in long-term stability and growth. Get the free guide!

Nonprofit 52

Nonprofit Benchmarking CFO Leadership 52

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 114

Investments Marketing Profit and Loss Banking 114

Onplan

NOVEMBER 30, 2022

Key features — The top features each platform is known for or has invested in. Benchmarking and KPI tracking across the organization to stay on course. Ad hoc reporting and visualization. Financial and business performance management. Some clients have reported implementations of over a year.

Financial Planning and Analysis (FP&A) 52

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