The Finance Weekly

APRIL 12, 2022

For many accounting and finance professionals, being a chief financial officer (CFO) is a career highlight. Nevertheless, the best way to learn the responsibilities and skills required of a CFO is to perform it. A great starting point is to verify that you have control over both your financial and operational data.

Financial Planning and Analysis (FP&A) 98

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

Jedox Finance

AUGUST 2, 2022

In this blog post you get the chance to explore the intersection between the planning and technology of your organization and will see how an EPM Tech Refresh that is coming with a modern solution can help you on your digital transformation journey. Top reasons why you should choose the best-in-class EPM solution. Migrate or refresh?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JANUARY 17, 2020

CarGurus, an auto marketplace based in Boston, has acquired car shopping platform startup Autolist, according to reports. Like CarGurus, Autolist is a tech-centric online auto shopping provider,” Jeremy Sacco, CarGurus’ director of B2B content and communications, wrote in a blog post.

Leadership 52

Leadership B2B Communication Startups 52

The Charity CFO

FEBRUARY 4, 2022

A bookkeeper records and organizes financial data; an accountant interprets and presents that data. . The nonprofit bookkeeper is the front line in the battle for the accurate financial data you need to run your business, so let’s review the core responsibilities of a nonprofit bookkeeper. . It breaks down like this: .

Nonprofit 98

Nonprofit Invoicing General Ledger GAAP 98

CFO News Room

NOVEMBER 9, 2022

In fact, having multiple income sources is the best way to feel secure when you’re relying on alternative income sources to leave your 9 to 5. Let’s review some of the best ones to consider for your portfolio and how they work. #1: While Fundrise hasn’t been around forever, they do have solid gains to report so far.

Profit and Loss 130

Profit and Loss Investments Accounting Marketing 130

BlueLight

MAY 1, 2020

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. This function is called financial planning and analysis (FP&A). The director of FP&A and Controller both report to the CFO.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

Michigan CFO

AUGUST 1, 2021

Knowing the answer to this question is essential for the financial future of your company. Role of a Chief Financial Officer (CFO) A CFO provides financial leadership for your company. CFOs provide short-term and long-term financial planning , giving founders and CEOs the financial guidance they need.

CFO 52

CFO Leadership Accounting Finance 52

CFO Simplified

DECEMBER 26, 2021

Everything from poor password protection to lax expense reporting can create opportunities for theft. . Yes, a Chief Financial Officer can do everything that a bookkeeper and controller can do, which allows the CFO to provide mentoring, personal development, and supervision. A bookkeeper, hence their name, keeps the financial books.

Finance 52

Finance General Ledger CFO Auditing 52

Planful

JULY 27, 2016

Are you wondering how best to make the business case to your company for investing in a cloud-based planning or reporting solution? Reducing Reliance on Spreadsheets for Budgeting, Planning, and Reporting. Limited reporting and analysis capabilities. Limited reporting and analysis capabilities. Better security.

Financial Planning and Analysis (FP&A) 40

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

Michigan CFO

JULY 8, 2022

None of these roles could be more important than the chief financial officer (CFO). Many of these services a business owner tries to handle themselves or tries to lean on whatever financial officers are closest to hand. Other Financial Positions to Consider. Financial Reporting. Financial Forecasting.

CFO 40

CFO Forecasting Accounting Planning 40

PYMNTS

DECEMBER 7, 2018

According reports, Blue Vision will be part of Lyft’s Level 5 self-driving car unit led by Luc Vincent, and the company and its staff of 39 will become the anchor for a new R&D lab in London. In addition to getting 30 rides for $299 a month, users get 5 percent off additional rides, Lyft noted in the blog post.

Transportation 41

Transportation Valuation Treasury CFO 41

PYMNTS

APRIL 30, 2018

Benjamin Franklin is best remembered as a signer of the Declaration of Independence in 1776 and a prolific inventor who created the lightning rod after flying a kite with a key on it in a thunderstorm. Honesty is the best policy. trillion; on security-related hardware, software and services at 10 percent a year from a 2018 base of $91.4

Banking 73

Banking Investments Concentration Accounting 73

CFO News Room

JANUARY 15, 2023

In the years since, those user numbers have grown, as can be seen in the chart below: In keeping with disclosure practices at other user-based companies, in 2017, Twitter also started tracking and reporting the users who were most active on its platform, by looking at daily usage, and counting daily active users (DAU). The Musk Entree!

Valuation 130

Valuation Advertising Numbers Education 130

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” Adam is an Associate Financial Planning Nerd at Kitces.com. Executive Summary. has brought a wide range of changes to the world of retirement planning. Team Kitces.

Auditing 130

Auditing Planning Investments Securities 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!) Team Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Musings on Markets

APRIL 21, 2022

In the years since, those user numbers have grown, as can be seen in the chart below: In keeping with disclosure practices at other user-based companies, in 2017, Twitter also started tracking and reporting the users who were most active on its platform, by looking at daily usage, and counting daily active users (DAU). The Musk Entree!

Valuation 99

Valuation Advertising Numbers Education 99

CFO News Room

NOVEMBER 7, 2022

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! Executive Summary.

Compliance 130

Compliance Communication Planning Concentration 130

Bramasol

MAY 6, 2022

In too many instances, as CIOs and CFOs implement new software to improve finance processes, the expediency of getting systems up and running quickly can create isolated silos of inefficiency across the enterprise-wide technology landscape. The resulting build up of patchwork software systems is sometimes referred to as "Digital Debt".

SAP 71

SAP Finance Reconciliations Leverage 71

Jedox Finance

NOVEMBER 18, 2021

In the following, we describe different maturity levels (see Figure 1) and ask you to consider which stage best aligns with the current status of your S&OP company processes. In our second blog post on this topic, which will follow shortly, we will demonstrate directly how the software can be implemented using various examples.

Forecasting 52

Forecasting Sales Planning Communication 52

CFO News Room

NOVEMBER 15, 2022

Welcome back to the 307th episode of the Financial Advisor Success Podcast ! Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. Never miss a Financial Advisor Success podcast episode!

Planning 130

Planning Accounting Compliance Math 130

PYMNTS

AUGUST 5, 2016

And so far, if news reports reflect reality, Walmart and Jet.com and their happy investors seem to agree it is. Reports this week suggest that Venezuela will run out of cash sometime in the next two years — or sooner, according to some. proximity to warehouses and consumer’s home). Does that make it worth $3B? Depends on who you ask.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

CFO News Room

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Authors: Ben Henry-Moreland. Team Kitces.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Planful

SEPTEMBER 25, 2020

But what should these reports mean to you ? . That’s budgeting, consolidation, financial reporting, and more, which makes them a great resource for our customers. 5.0) and was named a Core Vendor in their most recent report, with noted strengths in finance self sufficiency, ease of use, and reporting.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Budgeting Leadership 40

Onplan

DECEMBER 16, 2021

This is where a great financial analyst can help you. Start with the end in mind: you want someone who naturally thinks about the business, and the future of the business—not just the financials. Do they address how changes in those metrics that operational leaders promise drive changes to the financial statements?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

This is where a great financial analyst can help you. Start with the end in mind: you want someone who naturally thinks about the business, and the future of the business—not just the financials. Do they address how changes in those metrics that operational leaders promise drive changes to the financial statements?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. It’s cfoclub.co.za

CFO 52

CFO Leadership Accounting Finance 52

CFO News Room

DECEMBER 13, 2022

Welcome back to the 311th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Executive Summary. My guest on today’s podcast is Terry Parham Jr.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

NOVEMBER 8, 2022

Welcome back to the 306th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Never miss a Financial Advisor Success podcast episode! Executive Summary.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Never miss a Financial Advisor Success podcast episode! Executive Summary.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Bramasol

DECEMBER 13, 2021

As we near the end of yet another tumultuous year and acknowledge that even the best predictions do not always align with how reality unfolds, it is still a good opportunity to look ahead at some of the key trends that are most likely to have big impacts on 2022.

SAP 52

SAP Compliance Profit and Loss IFRS 52

Barry Ritholtz

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Welcome to Bloomberg. RITHOLTZ: Right.

Construction 52

Construction Marketing Valuation Investments 52

CFO News Room

NOVEMBER 3, 2022

For many financial advisors, prospecting efforts have traditionally been based on a perspective of scarcity, where the aim was to focus on connecting with and closing as many prospects as possible, regardless of their actual needs. Through his simple sketches, Carl makes complex financial concepts easy to understand. Executive Summary.

Numbers 130

Numbers Planning Communication Investments 130

CFO News Room

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Mindy Crary.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

SEPTEMBER 5, 2023

So before we get to the pandemic, which obviously had an enormous outsized effect on real estate, let’s talk a little bit about the financial crisis in the mid-2000s, a lot of real estate companies crashed and burned then. RITHOLTZ: In fact, in ’05 and ’06, people were not familiar with the history of the financial crisis.

Sales 52

Sales Marketing Numbers Construction 52

Bramasol

DECEMBER 14, 2023

As of the third quarter of 2023, SAP SE reported cloud revenue was up by 23% at constant currencies, driven mainly by the growth of SAP's combined SaaS and PaaS portfolio. In addition, a s detailed in this previous blog post, SAP's RISE and GROW initiatives are key enabling technologies for helping companies migrate to S/4HANA in the cloud.

Technology 90

Technology SAP IFRS Compliance 90

Barry Ritholtz

MAY 2, 2023

Ben Clymer took a buyout offer from UBS in 2008 right in the middle of the financial crisis and said, “I know what I’m going to do. Let’s talk a little bit about how a blog becomes a business. 2008, you launched a blog after you leave UBS in the midst of the financial crisis. And that was 15 years ago.

Retail 65

Retail Advertising Numbers Economics 65