Future CFO

MAY 9, 2023

We expect more accompanying rules to follow in China , such as specific supervisory benchmarks on capital adequacy and/or leverage requirements,” Fitch said. Uncertainties remain regarding regulators’ management of contagious effects within an FHC and potential moral hazard, the firm noted.

Benchmarking 52

Benchmarking Leverage Investments Marketing 52

CFO News Room

DECEMBER 21, 2022

The most recent Singles’ Day underscored the elevation of brands’ China strategies from promotional campaign investments to long-term customer retention. Member enrollment volume on Tmall increased by over 10% compared to the previous cycle, nearly 20 times the industry benchmark. Better Quality, Better Differentiation. With almost 1.6

Sales 100

Sales Benchmarking Entertainment Retail 100

Strategic Treasurer

MAY 12, 2022

AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Benchmarking: Personal Best. The rest largely benchmark against companies in similar industries, while some also benchmark against those of a comparable size or complexity level. The vast majority were North American corporates (91%).

Prioritization 52

Prioritization Compliance Securities Benchmarking 52

Centage

JANUARY 18, 2024

Stronger interdepartmental communication and collaboration is a good benchmark to set as a best practice for this year. Here are some more key practices that leverage technology to enhance collaboration, streamline accurate forecasting and reporting, and unlock more time for high-value strategic analysis.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

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

Future CFO

FEBRUARY 27, 2024

She cites the example of investing in renewable energy as a sustainability initiative that integrates ESG principles by reducing carbon emissions while also creating social benefits like job opportunities and improved public health. According to Soni, ESG factors are often integral to sustainability efforts.

Leadership 98

Leadership Compliance Financial Reporting Economics 98

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. The CFO must also allocate finance resources effectively to drive the greatest return on investment while managing risks associated with global operations and evolving financial reporting standards.

CFO 52

CFO Compliance Performance Measuring Education 52

CFO Thought Leader

OCTOBER 1, 2023

“Never waste a good crisis: Having that IPO door slammed became a pivotal moment in our future success,” comments Leet, who tells us that ExactTarget then turned to private investors for funding, which allowed the company to generously invest in the business at a time when many firms were curtailing their spending. billion deal in 2013.

CFO 52

CFO Leadership Finance Leverage 52

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

Centage

DECEMBER 1, 2021

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. But times have changed – which is why financial forecasting is more important than your annual budget.

Forecasting 98

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

Centage

SEPTEMBER 11, 2023

Benchmarking Performance Budget vs actuals analysis provides a starting point you can measure your business’s financial performance against. Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

CFO Talks

MARCH 19, 2024

The CFO needs to consider how AI can be leveraged not just for automating routine tasks, but also for providing deeper insights into financial forecasting, risk management, and strategic decision-making. Leveraging Technology for Communication In today’s digital age, leveraging technology to communicate the finance agenda is crucial.

CFO 52

CFO Communication Finance Budgeting 52

Nerd's Eye View

FEBRUARY 14, 2023

What's unique about Jim, though, is how he has built an RIA platform approaching $25B in AUM in just 5 years, and the way he’s managed everything from hiring and staffing to raising outside investor capital in order to make the investments necessary to achieve scale as a middle and back-office support platform for independent advisors.

Benchmarking 52

Benchmarking Compliance Practice Management Leverage 52

Future CFO

MAY 2, 2023

Therefore, leveraging cloud-based automation can help the finance function streamline its internal processes to achieve greater accuracy in lesser time. According to Gartner, success in digital investments and intended business outcomes are highly dependent on strong CFO-CIO partnerships.

Finance 52

Finance Benchmarking Leadership Communication 52

Adam Kae

JULY 17, 2023

It's important to have a specialized hire to help you go over industry benchmarks, historical data analysis, and forecasting techniques to enhance your decision-making process. Capital Investment and Financing Options Scaling a digital marketing agency sometimes requires capital investments.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

Nerd's Eye View

JUNE 27, 2023

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

Valuation 58

Valuation Benchmarking Communication Leverage 58

PYMNTS

NOVEMBER 22, 2019

That estimation comes from analytics firm Credit Benchmark. As the Journal notes, the credit cycle may be turning – during a time when, as Morgan Stanley has contended, 57 percent of companies that were purchased in leveraged buyout transactions have debt loads that are at least six times that of EBITDA, a rough measure of cash flow.

Benchmarking 43

Benchmarking Restructuring Leverage Currencies 43

E78 Partners

SEPTEMBER 14, 2023

It involves creating detailed plans and budgets for various aspects of an organization’s operations, such as revenue, expenses, capital investments, and more. At its core, a BP&B Health Check is a benchmarking exercise that evaluates an organization’s strategic alignment and financial agility against industry standards.

Financial Planning and Analysis (FP&A) 52

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

Centage

JANUARY 4, 2022

It offers a critical benchmark for comparison enabling stakeholders to see progress or areas of weakness within a given timeframe. For instance, measuring financial performance by net profit or a project’s return on investment (ROI) can help SMBs see how that activity directly impacted the business. Or is it merely interesting?

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

VCFO

JANUARY 27, 2022

Leverage Your Relationships. When making decisions in this area, think in terms of time and money invested in your workforce. It is imperative to incorporate periodic (and for key employees, frequent) updates to salary benchmarking studies and hourly pay benchmarking. Diversify Debt.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

Future CFO

SEPTEMBER 17, 2020

APIs and cloud The next-generation digital platform will use APIs and cloud technology to provide a set of common processing services that banks have historically invested in individually, saving the industry time and money, SWIFT pointed out.

Benchmarking 40

Benchmarking Reconciliations Leverage Securities 40

PYMNTS

AUGUST 21, 2019

Corporates have invested heavily in improving the way they receive payments from customers; however, we haven’t seen the same advancements in how payments are made to suppliers. 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

PYMNTS

JULY 28, 2019

If the transaction is successful, Blackstone will have roughly doubled the value of its original investment in Refinitiv in just nine months. billion in debt at the end of last year due to its leveraged buyout by Blackstone. Refinitiv had $12.2 LSE will be taking on that debt under the proposed deal.

Benchmarking 43

Benchmarking Financial Data Leverage Technology 43

PYMNTS

DECEMBER 20, 2019

PYMNTS breaks down the latest VC investments below. million funding round in a press release this week, with the seed investment led by Aya Peterburg of Haim Sadger and S Capital. The Series A funding was led by Benchmark, the company said in a press release , though they did not elaborate on exact plans for the funds.

Startups 52

Startups B2B Treasury Benchmarking 52

PYMNTS

NOVEMBER 6, 2019

million Series A funding round, led by Benchmark. ” Digits, which is currently invite-only, describes itself as “a counting company” that leverages APIs, classification algorithms and machine learning techniques to provide a real-time view into a business’ finances. “As Digits’ production systems now see over $1.5

Startups 43

Startups Benchmarking Leverage Financial Reporting 43

VCFO

MARCH 2, 2023

These can be developed using competitor benchmark data for the firm. This also unlocks access to a range of specialty expertise – mergers & acquisitions, investments, debt structures, human resources, and more. Three important lagging indicators for professional services firms are revenue, project profitability, and utilization.

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

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

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. 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

PYMNTS

FEBRUARY 28, 2020

credit unions have invested in anti-malware, firewalls and other technologies to protect members’ personal data, but such measures are reactive. Many are leveraging the Automated Cybersecurity Examination Tool, developed by the National Credit Union Administration (NCUA), to bridge this gap. CUs’ Tools To Secure Member Privacy .

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

PYMNTS

NOVEMBER 24, 2020

And HelloFresh isn’t the only firm investing in the perceived big future of D2C prepared meals. meal delivery service, for $950 million, and could pay an additional $550 million if Freshly hits certain growth targets and benchmarks. CPG brand Nestlé announced that it has closed a deal to acquire Freshly , a U.S.

Benchmarking 85

Benchmarking Startups Forecasting Leverage 85

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

PYMNTS

MAY 19, 2017

Moving forward, Nurmi spoke to the role big data services would play in the space, not only to create more insight on best practices, but also in terms of benchmarking as well as identifying and preventing fraud.

Benchmarking 40

Benchmarking Compliance Invoicing Leverage 40

PYMNTS

FEBRUARY 7, 2020

Things were a bit more active on the Amazon front, with a big infrastructure investment pushing its market cap back over the $1 trillion line, a new B2B financing partnership with Goldman Sachs potentially in the offing and its expanding stores and services menu. Market Cap Watch: Back to the Trillionaire Club With Logistic Investments.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

Collectiv

FEBRUARY 2, 2022

Neglecting adoption as part of your implementation plan makes it difficult to integrate Power BI use into the company culture and realize the company’s initial investment. Benchmarking adoption helps users continuously learn to use Power BI and be rewarded for their efforts. Motivate Users with Incentives and Gamification.

Education 52

Education Benchmarking Prioritization Data Analysis 52

Spreadym

MAY 31, 2023

These goals provide a clear direction for the organization and serve as benchmarks for measuring progress. Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Future CFO

FEBRUARY 28, 2022

For instance, technology and data leaders in ‘The Transformation Drivers’ zone need to be aware of evolving technology to build the business case for software investment, while investor relations teams in ‘The Stakeholder Reporter’ zone will utilise digital channels to connect with their audiences. . How can employers help?

Finance 52

Finance Accounting Benchmarking Leverage 52

CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. Leveraging their skills independently.

Practice Management 130

Practice Management Planning Leadership Communication 130