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Financial Metric Madness: How SMBs Can Set Meaningful KPIs for Their Business as Part of Their Financial Reporting and Analysis Process

Centage

That includes analyzing key financial metrics as part of the financial reporting and analysis process to see where you are today to determine where you want to be tomorrow (and how to get there!). It offers a critical benchmark for comparison enabling stakeholders to see progress or areas of weakness within a given timeframe.

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Nonprofit Leadership: Using Data for Better Decision-Making

The Charity CFO

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

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Why Financial Forecasting Is More Important Than Your Annual Budget

Centage

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. Manage every dollar. Produce scenario plans. Watch Demo.

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3 Ways to Use Power BI To Make the Most Of Nonprofit Data

Collectiv

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.

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Change Management: The Modern CFO’s Blueprint 

CFO Talks

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies. Investing Time and Resources Commitment is also measured in terms of resource allocation.

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What is Financial Planning and Analysis (FP&A)?

Spreadym

This includes analyzing revenue and expense trends, profitability, cost drivers, key performance indicators (KPIs), and financial ratios. By maintaining accurate financial records, conducting financial analysis, and preparing financial statements, organizations can meet regulatory obligations and avoid penalties or legal issues.

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Transcript: Kristen Bitterly Michell

Barry Ritholtz

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: Sure.