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 Controller is responsible for accounting and financial reporting.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

APRIL 10, 2023

One such game-changing technology is cloud-based dental software, which is revolutionizing the way dental practices and DSOs manage their operations and deliver exceptional patient care. As the dental landscape becomes increasingly competitive, adopting innovative solutions has become imperative for practices to thrive and stay ahead.

Practice Management 52

Practice Management Compliance Problem Solving Securities 52

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. Alarm bells: Software End-of-Support and End-of-Life. Migrate or refresh?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

FEBRUARY 20, 2020

In an upcoming Supreme Court case, both questions may be front and center, intertwined, and tied to two juggernauts, with implications for any number of sectors – financial services included. Google said in a blog post on its website last year that copyrights, as authorized by the U.S. Another is: “Who owns the intellectual property?”.

Banking 69

Banking Construction Financial Data Numbers 69

Future CFO

JULY 30, 2020

Traditional financial planning is thus increasingly losing its relevance. Traditional financial planning is no longer sufficient on its own. Ideally, the tools of the planning software can be modelled flexibly to perfectly meet company-specific and driver-based planning needs. It can also be viewed in the Jedox Blog.

Technology 40

Technology Planning Budgeting Forecasting 40

PYMNTS

OCTOBER 28, 2019

“Xbox All Access bundles hardware, services and software with affordable and predictable financing delivered through Amazon’s online check out process.”. Citizens Bank’s POS financing offers a payment and purchase model for retail purchases.

Banking 40

Banking Finance Manufacturing Retail 40

Michigan CFO

NOVEMBER 1, 2021

With the increasing popularity of software as a service (SaaS) products, new SaaS companies are popping up every day. The biggest reason for getting a CFO is the cost savings from sound financial management. With a SaaS CFO, financials are no longer confusing. Check out these blogs: CFO for Manufacturing Companies.

CFO 52

CFO Budgeting Forecasting Tax Planning 52

PYMNTS

OCTOBER 28, 2019

“Xbox All Access bundles hardware, services and software with affordable and predictable financing delivered through Amazon’s online check out process.”. Citizens Bank’s POS financing offers a payment and purchase model for retail purchases.

Finance 40

Finance Banking Manufacturing Retail 40

PYMNTS

JUNE 19, 2018

According to a company blog , Brex said the investors in this round of fundraising included Y Combinator Continuity , PayPal Founders Peter Thiel and Max Levchin, Facebook investor Yuri Milner, financial services VC Ribbit Capital and former Visa CEO Carl Pascarella.

Startups 46

Startups Finance Banking Technology 46

PYMNTS

JANUARY 15, 2021

In total, investors placed nearly $600 million for firms in the B2B payments, T&E, financial management and other B2B spaces. The company revealed the funding in a recent blog post, though the firm did not discuss who provided the funding. that's fueling the rise in integrated financial services. Jobandtalent.

B2B 67

B2B Finance Treasury B2C 67

PYMNTS

OCTOBER 7, 2019

The suit accused the food chain of violating the Americans with Disabilities Act (ADA) because the company’s website lacked the software that would enable a blind consumer to order. Some 2,220 such suits were filed last year in federal court, according to accessible software provider UsableNet. That’s a 181 percent increase over 2017.

Entertainment 55

Entertainment eCommerce Retail Planning 55

PYMNTS

JULY 13, 2018

Investigators then found out that the overseas site was using an online gambling model with digital currency payments. Separately, Scott Spencer, director of sustainable ads at Google, said in a blog post that in 2017, the company removed more than 3.2

Concentration 40

Concentration Advertising Currencies Investments 40

CFO News Room

JANUARY 15, 2023

In a period when companies, especially in the tech sector, fixed the corporate governance game in favor of insiders and incumbents, by issuing shares with different voting classes, Twitter stuck to the more traditional model, with equal voting right shares. The Musk Entree! Elon Musk’s problem, on the Twitter deal, is a different one.

Valuation 130

Valuation Advertising Numbers Education 130

PYMNTS

OCTOBER 7, 2019

Supreme Court decided it would not hear a case brought against Domino’s by Guillermo Robles, who filed the suit three years ago, accusing the food chain of violating the Americans with Disabilities Act because the Domino’s website lacked the software that would enable a blind consumer to order from it. That’s a 181 percent increase over 2017.

Retail 46

Retail Entertainment eCommerce Planning 46

Michigan CFO

SEPTEMBER 12, 2022

Check out these other blogs on managing your business’s finances: Making Sense of Financial Statements. Historically, recessions have been triggered by a collapse of the financial system. The standard model of the business cycle says that inflation and unemployment move in opposite directions. Predicting Net Income.

Profit and Loss 40

Profit and Loss CFO Budgeting Economics 40

PYMNTS

APRIL 30, 2018

with supporting use cases mostly related to financial services and cross-border settlement, for a grand total of $242 million in 2018. trillion; on security-related hardware, software and services at 10 percent a year from a 2018 base of $91.4 Most of that spend will be concentrated in the U.S., billion growing to $120.7 And to learn.

Banking 73

Banking Investments Concentration Accounting 73

Boston Startup CFO

OCTOBER 13, 2015

But bringing on a chief financial officer is not cheap. The auditors uncovered a horrific mistake that the previous accountant didn’t catch: We were accounting for our revenue completely wrong (non-GAAP) and we had to re-state our financials, something you never want to do in your business. Look at Groupon!). Do You Need a CFO?

CFO 52

CFO Tax Planning GAAP Budgeting 52

PYMNTS

JUNE 8, 2016

With over 20 years of successful marketing experience, Alexander draws from her background at such notable companies as Actiance, Fujitsu, Check Point Software Technologies and Arcot Systems. Hannah Preston. Solution Strategist, Payment Security Division, CA Technologies.

eCommerce 40

eCommerce Securities B2B Leverage 40

VCFO

JANUARY 27, 2022

Some of the basics of inflation are covered here in one of our previous blogs. Keep in mind, swaps are financial contracts that can be broken if necessary. Now other industries are taking a serious look at Tesla’s model for diminishing supply chain risks. But what to do once you know? Know Your Costs.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

Musings on Markets

APRIL 21, 2022

In a period when companies, especially in the tech sector, fixed the corporate governance game in favor of insiders and incumbents, by issuing shares with different voting classes, Twitter stuck to the more traditional model, with equal voting right shares. The Musk Entree! Elon Musk's problem, on the Twitter deal, is a different one.

Valuation 99

Valuation Advertising Numbers Education 99

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

MARCH 16, 2017

based payments startup that enables financial service developers to create cross-border payment tools and services. Sources told Bloomberg News that Nest is developing a model of its smart thermostat — which learns to adjust climate settings based on user behavior — that would reportedly sell for under $200. among others.

Startups 40

Startups Leadership Marketing Investments 40

PYMNTS

AUGUST 19, 2016

This could encourage the patronage of traditional consumers who are used to financial exchange through a bank or other service provider by easing the transition to digital transactions. This is a concept developed by Bill Bardhydt , and it is so convoluted he is creating a series of blog posts to explain it.

Currencies 44

Currencies eCommerce Technology Startups 44

CFO Thought Leader

APRIL 1, 2023

The hosts also discuss the role of finance in enabling sales, the challenges faced by sales teams, and the importance of financial discipline and visibility in a company’s financials, regardless of market conditions. They work with our FPGA team who does our forecasting and modeling.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

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. Financial Advisor). Executive Summary. Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.

Auditing 130

Auditing Planning Investments Securities 130

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 115

Valuation Investments Marketing Technology 115

Jedox Finance

NOVEMBER 18, 2021

What does maximum maturity mean in the 5-step Gartner Sales & Operations Model and how do you get there? 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. Figure 1: 5 Stages of the Gartner S&OP Maturity Model.

Forecasting 52

Forecasting Sales Planning Communication 52

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

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

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 News Room

DECEMBER 5, 2022

Welcome to the December 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.

Planning 130

Planning Technology Valuation Communication 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. Executive Summary. My guest on today’s podcast is Anh Tran. Team Kitces.

Leverage 130

Leverage Planning Concentration Tax Planning 130

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

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

Jedox Finance

JANUARY 7, 2021

In this blog post, we answer questions including what is S&OP, what it is used for and how it provides value to organizations. . While some argue that financial planning and analysis (FP&A) isn’t part of S&OP, others beg to differ, citing the importance of alignment in planning throughout the organization.

Financial Planning and Analysis (FP&A) 81

Financial Planning and Analysis (FP&A) Forecasting Sales Planning 81

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