The Finance Weekly

FEBRUARY 23, 2022

A study by the University of Baltimore and Excel-based FP&A company, , DataRails , lays out the full economic costs of businesses sticking with manually prepared financial reports. billion is the first number that came out of the research and this represents the total amount of money lost by manual financial work.

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

Future CFO

NOVEMBER 17, 2022

This comes despite findings that suggest that visibility over cash flow and other financial metrics could be the key to businesses weathering the growing global economic storm, the firm added. Singapore: survey highlights.

Finance 96

Finance Financial Data Economics Budgeting 96

Fpanda Club

SEPTEMBER 2, 2021

FP&A analyst, in turn, is a promising yet developing profession that can be interesting to graduates with finance, statistics, economics or business degrees as well as to finance professionals from adjacent disciplines. Planning, budgeting and forecasting are linked together forming financial planning processes.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Centage

JANUARY 19, 2024

Cost allocation (also called spend allocation) refers to the strategic distribution of financial resources within a business to optimize operational efficiency and maximize profitability. It involves the meticulous planning and budgeting of funds across various facets of the organization, such as departments, projects, or physical locations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Numbers 52

Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. The end result is that you get the data you need faster for more accurate forecasts all without overburdening staff and increasing budgets. Financial visibility and control are essential to helping businesses stay profitable.

Financial Planning and Analysis (FP&A) 98

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

The Finance Weekly

JANUARY 1, 2023

While this trend has been going on for quite some time, the pandemic, unstable supply chain, and rapidly changing inflation and economic conditions of 2022 have pushed people to take more control of their data. But FP&A software is a good upgrade no matter the economic conditions.

Finance 98

Finance Compliance Economics Prioritization 98

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Detailed reports are crucial for performing predictive analysis and helping you gain essential insights into your data.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. and "What are our financial goals?"

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

The Charity CFO

APRIL 25, 2024

According to their website, “At Connections, we provide a comprehensive network of services and support to help people living in poverty become economically self-sufficient. Now, having monthly financial reports has been very helpful, and we’re able to drill down on the individual grant budgets and spending.

Nonprofit 52

Nonprofit Accounting CFO Auditing 52

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Charity CFO

DECEMBER 7, 2023

Clients are beginning to see their stimulus packages drying up and the conversations are shifting towards creating a budget in the post-COVID era. Developing a 2-3 year plan to manage budgets long term is a wise idea for those with an abundance of cash. Just because the cash is here today, it does not mean it will be there forever.

Nonprofit 52

Nonprofit Auditing CFO Budgeting 52

The Finance Weekly

MARCH 25, 2024

She led Oracle's transition to cloud computing which skyrocketed the company's industry status and has successfully guided Oracle through challenging economic periods. They also pitch in on major financial moves like mergers and fundraising. They guide department heads, help with budgeting, and analyze financial data to steer the ship.

CFO 97

CFO Finance Forecasting GAAP 97

CFO Share

APRIL 2, 2024

Churn and Transition Expense The turnover of an in-house finance manager not only disrupts operations, forecasting, and financial reporting; but also restarts the recruiting/hiring/training expense cycle. Whereas if your employee commits fraud, your insurance may not cover the loss.

CFO 52

CFO Finance Cost Analysis Forecasting 52

The Charity CFO

JANUARY 17, 2022

Your core financial reports, which we’ll look at below, exist to answer this one simple question– how much value has your organization created ? And it’s the core metric that outside observers will use to measure your organization’s financial value (and viability). Revenue is inflows that increase economic wealth.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. The end result is that you get the data you need faster for more accurate forecasts all without overburdening staff and increasing budgets. Financial visibility and control are essential to helping businesses stay profitable.

Financial Planning and Analysis (FP&A) 52

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

VCFO

MAY 14, 2022

Elbert is a senior finance professional with nearly three decades of experience in financial reporting and analysis, banking and credit relationships, treasury-cash management, profit improvement, budgeting and forecasting, and e-commerce across multiple industries.

CFO 52

CFO Treasury Leadership Cash Management 52

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Why Businesses Use Spreadsheets for Financial Forecasting. Risk of Errors. Minimal Collaboration Capabilities.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

The Charity CFO

SEPTEMBER 20, 2023

While leaders set an annual operating budget based on expected income and expenses, sometimes it’s not entirely on target. Leaders need to carefully consider their organization’s financial stability, including potential growth or vulnerability to changing economic conditions and priorities. Simplify this now!

Nonprofit 59

Nonprofit CFO Budgeting Securities 59

Centage

DECEMBER 21, 2022

This is especially concerning as we look ahead to another challenging year of economic uncertainty. Select a tool that provides self reporting and fosters collaboration, so that other stakeholders can stress test their portion of the plan. Stress Test Your Budget. All plans, to a certain extent, are based on assumptions.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

FEBRUARY 18, 2020

India’s HDFC Bank has teamed up with Mastercard and SAP Concur to manage corporate travel and expense management, according to a report by The Economic Times. It will help to capture and consolidate accurate financial reporting to enable deep analysis for greater cost savings,” Singh said.

SAP 60

SAP Invoicing Compliance Budgeting 60

E78 Partners

AUGUST 1, 2023

This shortage is particularly pronounced in times of economic growth, when many companies are actively pursuing acquisition strategies to expand their market presence. Each target company may have unique financial reporting requirements, regulatory compliance, and industry-specific challenges.

Leverage 52

Leverage Financial Analysis Accounting Budgeting 52

Spreadym

JULY 10, 2023

Adjustments are made to ensure that financial statements reflect the economic reality of the period being closed. The financial close process is crucial for ensuring accurate and reliable financial reporting. They facilitate collaboration, version control, and document sharing among team members.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

The Finance Weekly

JUNE 22, 2022

With a recession looming, many Fractional CFOs (FCFOs) are worried that they will lose their customers due to budget cuts. Scenario planning, forecasting, budgeting, headcount, and sales planning are no longer just part of a monthly checklist, rather they are the company blueprints for the short and long term survival of the organization.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

Future CFO

DECEMBER 31, 2021

According to Gartner , finance leaders anticipate a greater percentage of their time will be spent in improving flexibility of budgeting & forecasting (58%), closely followed by developing digital skills (56%) and redefining employee value proposition in hybrid environments. What does this mean to the finance and accounting team of 2022?

Leadership 98

Leadership Finance GAAP Forecasting 98

The Charity CFO

JANUARY 26, 2023

Proper revenue recognition is a core accounting principle that ensures proper financial reporting, ensuring that you remain compliant and maintain donor confidence. Monthly financial statements can have a clear view of your financials and stay on top of your organization’s future expenses. Get the free guide!

Nonprofit 52

Nonprofit Accounting Principles Profit and Loss Auditing 52

Adam Kae

NOVEMBER 24, 2021

By Katelyn Sieber First things first: What exactly is a CFO, or Chief Financial Officer responsible for, anyway? According to , Investopedia , A CFO is a top-level executive responsible for managing the finance and accounting divisions and for ensuring that the company’s financial reports are accurate and completed in a timely manner.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Financial Analyst Budgeting 52

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances. What makes for a sought-after chief finance professional (CFO)?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Problem Solving 52

The Charity CFO

AUGUST 21, 2023

Open and Honest Nonprofit Communications While it can feel strange to reveal your organization’s financial details to outsiders, it’s imperative that donors have a complete and detailed picture of the nonprofit’s economic realities. Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit 52

Nonprofit Communication Education CFO 52

Planful

JULY 27, 2017

The need to respond better to fast-changing economic and business conditions. Eliminate reliance on spreadsheets and email for financial planning and reporting processes. Streamline the annual budgeting process. Implement rolling forecasts to periodically update budget assumptions.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Budgeting Forecasting 40

PYMNTS

OCTOBER 30, 2020

The demand for faster payments is ringing louder than ever during the economic downturn. Pandemic-induced economic disruptions have hit small- to medium-sized businesses ( SMBs ) especially hard, and these firms must protect steady cash flows to survive. It depends on, ‘Is that customer really cash-strapped?

B2B 59

B2B Economics Prioritization Banking 59

Embark With Us

JANUARY 19, 2022

Or spreadsheets and budgeting. Financial Reporting. Markets move like lightning, so the faster your leadership can read the economic and operational tea leaves, the better. An abacus works great as long as you're counting bushels of wheat. The same goes for a business calculator and NPV calculations.

Accounting 98

Accounting Finance Data Analysis General Ledger 98

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. This task falls to the finance leader.” “The

CFO 52

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

Planful

JANUARY 11, 2022

And as the economic recovery continues and business operations slowly return to normal, the digital surge shows no signs of slowing down. Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Cube Software

MAY 11, 2023

Pro forma financial statements and GAAP It's important to note that, since pro forma statements are based on hypothetical or projected data, they are not compliant with generally accepted accounting principles—GAAP statements must be based on actual financial results. How long would your business be able to continue operating?

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Michigan CFO

JULY 8, 2022

Financial Reporting. A CFO can create financial reports that simplify the bookkeeper or accountant numbers into informative metrics that a business owner can act upon. A CFO can create financial reports that simplify the bookkeeper or accountant numbers into informative metrics that a business owner can act upon.

CFO 40

CFO Forecasting Accounting Planning 40

Barry Ritholtz

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space. I replied to him.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60