The Finance Weekly

MAY 29, 2024

As the FP&A software industry explodes, more and more businesses are looking for tools to help them budget, forecast, and automate their data. Over 1,300 customers, including notable names like the Boston Red Sox, Bose, and Five Guys, rely on Planful to enhance their planning, budgeting, consolidation, reporting, and analytics processes.

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 26, 2023

Here are 4 key questions to ask yourself as you consider adopting new FP&A planning software or other budget forecasting tools. For long, complicated implementations, or those that are housed on-site, both finance and IT teams may need to dedicate long hours to ensure proper setup of the budgeting and forecasting software.

Financial Planning and Analysis (FP&A) 52

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

Centage

MARCH 7, 2023

At Centage, we’re committed to equipping finance teams to meet this challenge by providing automated, cloud FP&A software solutions that make it easy to perform the detailed, bottom-up budgeting and sophisticated scenario analysis needed to spot risks and opportunities early. Security, in the cloud and on-premise, is of utmost importance.

Financial Planning and Analysis (FP&A) 98

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

The Charity CFO

APRIL 18, 2024

These challenges include financial issues, data security compliance, and talent retention problems. Financial Sustainability For nonprofits, financial sustainability means the financial security to cover expenses and advance your mission. Review your nonprofit budget and cash flow data to find areas for improvement.

Nonprofit 52

Nonprofit Compliance CFO Leverage 52

Centage

NOVEMBER 14, 2023

For the finance team, reforecasting (sometimes called budget reforecasting or financial reforecasting) is the best mechanism for effectively managing changes in strategic planning throughout the budget year. What is budget reforecasting? What is budget reforecasting? Reforecasting your budget frequently calls for action.

Budgeting 52

Budgeting Forecasting Strategic Planning Leadership 52

Centage

OCTOBER 11, 2022

While workforce expenses have always monopolized the largest part of a company’s budget, companies still continue to cope with the lingering impact of the pandemic and dramatic changes to the workforce and workforce landscape, as well as with new concerns of inflation, recession, softening demand, and higher cost of capital.

Financial Planning and Analysis (FP&A) 98

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

CFO Network

MARCH 18, 2024

Rather than allocating resources to recruitment, training, and employee retention, SMBs can choose a flexible payment model that aligns with their budget and needs. Security Concerns: Addressing Data Protection in Outsourced Accounting However, outsourcing has its challenges.

Accounting 52

Accounting Prioritization Communication Construction 52

CFO Thought Leader

DECEMBER 1, 2023

AI’s Role in FP&A and Security Concerns: Discussion on AI’s learning mechanisms, potential security risks. Clair of NerdWallet talks about leveraging AI for faster analysis, transparency in reporting, and the challenge of maintaining clean, adaptable data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

PYMNTS

SEPTEMBER 11, 2019

Nicolas Dinh , chief operating officer of year-old Canadian financial startup STACK , recently spoke with PYMNTS about the key forms of fraud that nascent mobile financial services firms face and how companies can leverage security technologies and partnerships to gain customers’ trust. Partnering With Established Players.

Securities 45

Securities Startups Compliance Budgeting 45

CFO Share

JUNE 11, 2024

A Collaborative Team Approach Budgeting and forecasting services are typically performed by a team comprising a CFO, an FP&A (Financial Planning & Analysis) manager, and/or an analyst. Unbiased forecasts are critical for making informed decisions, securing financing, and managing stakeholder expectations.

Forecasting 52

Forecasting Financial Planning and Analysis (FP&A) CFO Financial Modeling 52

Bramasol

SEPTEMBER 10, 2023

Fraud Detection and Security : AI and machine learning models are key for fraud detection in subscription-based services, protecting both businesses and customers from unauthorized access and financial losses. C ompanies also use AI to enhance cybersecurity, protecting sensitive data and ensuring the security of subscription-based platforms.

SAP 88

SAP B2C B2B Microsoft Office 88

Future CFO

JANUARY 16, 2024

They can be configured to flag or block bookings that don’t comply with company travel guidelines, such as bookings at non-preferred hotels or flights outside of set budget limits. By understanding these patterns, CFOs can negotiate better rates with travel providers and make more informed decisions about travel budgets and policies.

Cost Management 52

Cost Management Budgeting Compliance Education 52

CFO Network

FEBRUARY 26, 2024

Embrace the Power of Budgeting 6. Embrace the Power of Budgeting Creating a budget is the first step in effective cash flow management. A budget helps you plan, allocate resources wisely, and set financial goals. It provides peace of mind and financial security. Table of Contents 1. What is Cash Flow Management?

Budgeting 52

Budgeting Education Forecasting Invoicing 52

PYMNTS

AUGUST 3, 2020

These “smart DDAs” leverage the Google Pay front end and existing compliant bank account infrastructure to provide consumers with an end-to-end view of their money to more efficiently budget and plan their spend. BankMobile, a division of Pennsylvania-based Customers Bank, serves about one in every three U.S.

Accounting 95

Accounting Banking Budgeting Leverage 95

https://trustedcfosolutions.com/feed/

MARCH 8, 2023

Having a payroll system that is reliable and accurate is vital to keeping your workforce empowered and financially secure. By leveraging intelligent payroll software, companies can enjoy an effective method for processing timely payments, streamlining payroll cost allocation, and confidently managing employee benefits.

Accounting 65

Accounting Budgeting Compliance CFO 65

CFO Plans

MAY 30, 2024

Consider the case of a growing tech startup that utilized fractional CFO services to develop a robust financial plan, which helped secure additional funding and scale operations efficiently. These experts assist with budgeting, forecasting, and financial planning, ensuring your business remains financially sound and poised for growth.

Compliance 52

Compliance Accounting CFO Manufacturing 52

Future CFO

JULY 17, 2023

Treasurers should take leverage in-house banking, payments-on-behalf (POBO) and collections-on-behalf (COBO) models, and virtual accounts. Treasurers should leverage cash forecasts to achieve better cash conversion. 3) Enhance working capital management.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Future CFO

JUNE 13, 2023

The security company said it has detected more than 1 billion cyberthreats to date and 400,000 new malware samples detected daily. The growing sophistication of malware and often limited IT budgets also means that harried cybersecurity teams are outpaced with the sheer number of threat vectors,” Hia added.

Securities 52

Securities Risk Management Budgeting Leverage 52

The Finance Weekly

APRIL 12, 2022

Connect with the heads of your sales and marketing departments, as well as the budget owners, to learn what works and what doesn't. When it comes to the annual budgeting process, building a rapport with these department heads will go a long way. Budgeting and resource allocation are two processes worth mentioning.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

MAY 22, 2024

As CFOs are in charge of managing finances , coordinating digital initiatives with financial objectives, and determining return on investment, they work with executives, oversee budgets for technology adoption, and assess the risks involved with digital initiatives.

CFO 52

CFO Leadership Risk Management Communication 52

Centage

OCTOBER 11, 2022

While workforce expenses have always monopolized the largest part of a company’s budget, companies still continue to cope with the lingering impact of the pandemic and dramatic changes to the workforce and workforce landscape, as well as with new concerns of inflation, recession, softening demand, and higher cost of capital.

Financial Planning and Analysis (FP&A) 52

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

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

Adam Kae

JULY 17, 2023

From budgeting and forecasting to optimizing revenue streams, we'll cover essential considerations to empower your agency's growth journey. Mastering Budgeting and Forecasting Optimizing financial planning is crucial. CFOAdam takes a holistic view of your finances because every decision you make impacts your finances.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

E78 Partners

MARCH 23, 2023

Often, you find yourself wearing multiple hats – managing cash flow, budgets, compliance, and more. You have concerns about your data security. You have concerns about your data security, and you are right to be concerned. Your budget won’t allow you to hire a full in-house finance team.

Accounting 52

Accounting Finance Budgeting Securities 52

PYMNTS

DECEMBER 9, 2020

If we create a virtual card that has its own unique card number, unique security code and expiration date. it [is] a card that is used for [one] specific purpose, so, from a security standpoint, it is beautiful,” he said. Budgeting With Real-Time Data. Such details can also be tracked faster.

General Ledger 62

General Ledger Budgeting B2B Accounting 62

Future CFO

SEPTEMBER 16, 2022

She believed that in comparison to the pre-pandemic landscape, the amplified reliance on these principles will likely pave the way for security advancements that ultimately improve privacy. CFOs today need to have a strong understanding of technology-driven issues such as information security, data management, and data privacy and compliance.

Compliance 98

Compliance CFO Leadership Leverage 98

PYMNTS

JANUARY 28, 2021

Banks are expected to boost their cybersecurity budgets by 15 percent in 2021 compared to previous years, some spending more than $3,000 per employee on these upgrades. Quick And Seamless Security. This development comes as 68 percent of fraud experts report increases in cybercrime over the past year.”. Consumers Getting Wise To Scams.

Banking 97

Banking Budgeting Securities Leverage 97

Future CFO

MARCH 16, 2023

China's modest fiscal policy expansion, reflected in support from fiscal budgets and bond issuance from regional and local governments (RLGs), mitigates credit risks for local government financing vehicles (LGFVs) and infrastructure companies, the credit rating agency said.

Credit Risk 52

Credit Risk Economics Budgeting Forecasting 52

Jedox Finance

DECEMBER 28, 2021

Historically, financial planning & analysis has centered around tasks such as planning, budgeting, forecasting, and performance management. Increasing collaboration will come into sharper focus, but it means much more than just asking your colleague in Finance to work together on a new budget report.

Financial Planning and Analysis (FP&A) 105

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

PYMNTS

SEPTEMBER 8, 2020

Gauthier said studies show that consumers have what’s called a “decision-making budget” — how much energy they can put toward making decisions — but COVID-19 is pushing that to the limit. “We We are able to apportion this decision-making budget to the big choices in our life: ‘Should I refinance my house? Should I buy this car?’”

Budgeting 89

Budgeting Retail Leverage Securities 89

PYMNTS

MARCH 17, 2017

That’s why payments innovation isn’t just about delivering a solution, but delivering one that can create efficiency and reduce risk in a secure manner. ML: As executive vice president and CIO, I am responsible for the technology and security solutions we provide and how they are positioned in the marketplace.

Securities 43

Securities Technology Budgeting Sales 43

Collectiv

FEBRUARY 27, 2023

It’s one of the biggest painkillers for complicated data considerations such as the proliferation of data sources, security, and advanced analytics. By combining BI tools with Azure Data Factory, you achieve repeatable, secure, and high-performing data integration in the cloud and store the information in an accessible location.

Budgeting 52

Budgeting Securities Leverage Investments 52

CFO Talks

MARCH 14, 2024

Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list. Leveraging Technology for Integration: Modern technology platforms offer powerful tools for integrating data and processes across departments.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

JULY 25, 2023

How best do we secure capital? Customers continue to leverage generative AI in their daily life, moving their expectations for user experience. Employees are concerned about job loss yet may eventually leave organisations where they can’t fully leverage generative AI. Bant advised.

CFO 52

CFO Education Restructuring Leverage 52

Bramasol

MARCH 10, 2023

based on their needs and budget, which can enable manufacturers to attract a wider range of customers and improve overall sales. For example, customers may choose from different subscription tiers, discounts, etc.

SAP 84

SAP Manufacturing Compliance Leverage 84

Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. Data-Driven Decision-Making : Leveraging data analytics to gain valuable insights into customer behavior, financial trends, and market dynamics.

Finance 52

Finance Prioritization Compliance Leverage 52

Collectiv

JULY 17, 2023

What they needed was an expert perspective to guide them on the right path, helping them implement Power BI to fully leverage the power of visualization. eprentise needed a rapid turnaround to be ready for the conference season when their prospects secured their budgets.

Auditing 52

Auditing Communication Leverage Budgeting 52