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. The intersection of planning & technology. Table of Contents.

Financial Planning and Analysis (FP&A) 52

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

Michigan CFO

NOVEMBER 1, 2021

With the increasing popularity of software as a service (SaaS) products, new SaaS companies are popping up every day. A CFO will keep track of spending patterns, finding redundant expenditures eating into your bottom line such as unused software licenses or costly processes. Check out these blogs: CFO for Manufacturing Companies.

CFO 52

CFO Budgeting Forecasting Tax Planning 52

Michigan CFO

AUGUST 1, 2021

CFOs provide short-term and long-term financial planning , giving founders and CEOs the financial guidance they need. CFOs achieve this by helping you plan and execute a workforce reduction or turnaround if it’s needed. Check out these blogs: Online Assessment: Do You Need a CFO? Interested in learning more?

CFO 52

CFO Leadership Accounting Finance 52

CFO Simplified

DECEMBER 26, 2021

Another danger, similar to the small business, is a lack of strategic oversight. Here’s where the role shifts dramatically from tactical to strategic. Plus, with the additional education and experience, a CFO brings a strategic financial view to the company. This involves planning for the future. Controller.

Finance 52

Finance General Ledger CFO Auditing 52

Michigan CFO

SEPTEMBER 12, 2022

Planning for a recession is not only insurance against a likely future, it’s a good business practice in general. Check out these other blogs on managing your business’s finances: Making Sense of Financial Statements. Declining prices make planning for future growth very difficult. Predicting Net Income. Doing Customer Analysis.

Profit and Loss 40

Profit and Loss CFO Budgeting Economics 40

PYMNTS

SEPTEMBER 27, 2019

s Nationwide Building Society did not disclose how much it invested in BankiFi , but it did say that it’s support to the open banking FinTech comes as Nationwide plans to launch a business current account. Teampay plans to use the money to focus on product development and team growth within the U.S., Reports in L.A.

B2B 59

B2B Accounts Payable Startups Advertising 59

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. In our clip, she highlights very nicely.

Sales 52

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

VCFO

NOVEMBER 1, 2023

While “taking stock” can take many forms, the overriding premise is to look deeply and strategically at the results of operations, as well as opportunities they might execute on. Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. Finish the year strong.

Finance 91

Finance Strategic Planning Auditing CFO 91

PYMNTS

APRIL 30, 2018

trillion; on security-related hardware, software and services at 10 percent a year from a 2018 base of $91.4 Analysts said disappointing performance in its strategic imperatives group was to blame. In 2011, Buffett made a $10 billion investment in the company in support of then-new CEO Ginni Rometty’s turnaround plans.

Banking 73

Banking Investments Concentration Accounting 73

Jedox Finance

NOVEMBER 23, 2021

The last blog post from our guest authors at smartPM.solutions was about S&OP maturity and the classification of your current S&OP situation according to the 5-stage Gartner S&OP Maturity Model. If you have not yet determined your S&OP maturity stage, you can do so in our last blog post. Step 2 – Demand planning.

Forecasting 98

Forecasting Planning Sales Education 98

PYMNTS

NOVEMBER 22, 2019

The question, in the final countdown to prime shopping time nationwide, is how much ground can be covered — and where the strategic hold points will ultimately shake out. CEO Jeff Bezos said Amazon’s plan was to continue to improve Amazon until it would be “irresponsible” for a consumer not to sign up.

Entertainment 40

Entertainment Retail Forecasting Technology 40

Jedox Finance

NOVEMBER 18, 2021

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. We will also show you the associated analyses and the step-by-step development to a maximum value-oriented Sales and Operations Planning in Stage 5 of maturity.

Forecasting 52

Forecasting Sales Planning Communication 52

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!). Executive Summary. We recognize (and appreciate!) Authors: Michael Kitces. Team Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 7, 2022

Ezra Group launches a new “WealthTech Integration Score” for major AdvisorTech vendors to help advisors better assess which software has the most meaningful deep integrations. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Compliance 130

Compliance Communication Planning Concentration 130

PYMNTS

MARCH 22, 2019

The move has been beta testing on Apple’s iOS platform, with plans to bring it to Android later in the year. Strategic investments to improve Whole Foods will only increase the already intense competitiveness in the grocery space,” Bob Goldin, co-founder of consulting group Pentallect, said in December.

Advertising 43

Advertising eCommerce Startups Retail 43

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 29, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Onplan

DECEMBER 16, 2021

In short, you want a strategic finance person. In a previous blog , we defined strategic finance as “a way to turn what’s traditionally been a siloed set of processes and functions into a unified, integrated view of your financial performance that takes the entire organization’s perspective into consideration.”.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

In short, you want a strategic finance person. In a previous blog , we defined strategic finance as “a way to turn what’s traditionally been a siloed set of processes and functions into a unified, integrated view of your financial performance that takes the entire organization’s perspective into consideration.”.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

DECEMBER 6, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Budgeting Investments Communication 130

Planful

SEPTEMBER 25, 2020

We’re always excited when Planful is recognized by leading analysts for the hard work we put into our solutions and the value our customers receive. Here’s a quick rundown of the five analysts we primarily work with and their different approaches and how they place Planful within their scoring framework. BPM Partners.

Financial Planning and Analysis (FP&A) 40

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

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

NOVEMBER 15, 2022

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. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Accounting Compliance Math 130

CS Lucas

FEBRUARY 10, 2020

Different regulations, languages and a gamut of reporting preferences may be required by the senior management to make strategic decisions based on accurate intelligence. Finance is uniquely positioned to provide insight in strategic decision-making. 52% consider decision-support teams to have ‘mediocre’ analytical maturity.

Treasury 40

Treasury Accounting Standards Valuation Finance 40

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Math 130

Jedox Finance

JULY 23, 2020

This week we are pleased to welcome our Diamond Partner, smartPM.solutions , as a guest to the Jedox blog. Management then struggles with the limited reliability, which impacts all aspects of planning. Figure 1: Exemplary portfolio balancing, budget, strategic relevance, risk, and portfolio affiliation.

Prioritization 52

Prioritization Budgeting Communication Planning 52

CFO News Room

NOVEMBER 3, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Numbers 130

Numbers Planning Communication Investments 130

CFO News Room

DECEMBER 13, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. My guest on today’s podcast is Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

SEPTEMBER 5, 2023

And so this recently, there’s three or four major software companies that drive the MLS systems. MILLER: Suddenly, everybody in the world knew what Zooming was and you’d probably never heard of the software beforehand. I used to think SALT stood for State and Strategic Arms Limitation Treaty. There’s FlexMLS.

Sales 52

Sales Marketing Numbers Construction 52