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

PYMNTS

FEBRUARY 18, 2020

The lending service could be a boon for Patreon, leveraging its existing customer base. Patreon keeps records on startups that seem to be delivering, a luxury with which Facebook and YouTube likely don’t want to bother, with a number of influencers attempting to make it big on those latter two platforms.

Budgeting 52

Budgeting Leverage Startups Numbers 52

PYMNTS

OCTOBER 22, 2019

FinTech startups and tech giants are bringing new competition and banks risk “becoming footnotes to history” as regulations ease, making it easier for companies to offer financial services. Whereas FinTechs earmark 70 percent of budgets to advancements, legacy banks set aside only 35 percent. As more startups penetrate the $1.5

Banking 40

Banking Startups Budgeting Economics 40

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

PYMNTS

MAY 1, 2019

Indian budget hotel startup OYO, which is backed by companies like Airbnb, SoftBank and Didi, has acquired @Leisure Group from Axel Springer for around $415 million (€369.5 million), according to reports. The @Leisure Group is a great partner, and we are excited to broad-base their offerings.

Leverage 40

Leverage Leadership Budgeting Startups 40

PYMNTS

SEPTEMBER 11, 2019

Consumers have reason to be concerned, especially when choosing which mobile services to trust with their personal finances, and many may resultantly prefer to use apps from major financial companies with long-established reputations over those from fledgling startups. Such caution presents a high bar that app-based startups must overcome.

Securities 45

Securities Startups Compliance Budgeting 45

The Finance Weekly

MARCH 1, 2022

The lack of formal FP&A structure, processes, and procedures characterizes the lagging stage, which is common among newly founded startups. Some key processes, such as budgeting and forecasting, are, however, only partially defined. Annual budgeting is a bottom-up process that includes business units as well as legal entities.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

SEPTEMBER 9, 2020

Leveraging UPI across omnicommerce networks, LazyPlus gives consumer access to real-time credit, with the money repaid over time with interest using the product’s Revolve feature. This sets it apart from BNPL firms like Australian-based Afterpay, which describes itself as a “ budgeting tool.”.

Valuation 68

Valuation Economics Budgeting Retail 68

Planful

AUGUST 20, 2020

I’ve been a marketing leader in both high-growth startups and multi-billion dollar organizations, and I’ve seen firsthand the explosion of marketing software over the past fifteen years. Going Beyond the Budget . Simple budgeting questions. Increasing Marketing’s Financial IQ .

Finance 40

Finance Marketing Budgeting Healthcare 40

CFO Share

MARCH 16, 2021

Convertible notes or SAFEs (common startup business loans). Private equity groups use mezzanine debt financing with 18% interest rates to facilitate leveraged buyouts. . When pursuing such a strategy, work with a fractional CFO and build a budget to ensure you can increase revenue to pay off your debt. Equipment term loans.

Restructuring 52

Restructuring Construction Profit and Loss CFO 52

BlueLight

MAY 6, 2020

The investor update email is a powerful tool to leverage this effectively across a big group of investors. Communication architecture Before we get to the investor updates, it’s important to lay out an overall communication architecture (if you do that well, you can leverage it for this audience too). Include MoM and YoY growth rates.

Communication 52

Communication Startups Finance Benchmarking 52

PYMNTS

JUNE 28, 2019

Serai likens itself to a professional social networking solution, and the backing by HSBC will allow Serai to leverage HSBC’s existing client base. Small business lending startup Lulalend is driving alternative finance growth in South Africa, and just announced $6.5 million in funding for its technology, reports said this week.

Valuation 43

Valuation Reconciliations B2B Startups 43

CFO Share

FEBRUARY 22, 2022

While most businesses bemoan the impact of high inflation, savvy Entrepreneurs can leverage the environment to reduce risk and seize the opportunities, boosting long-term profits and gaining market share. January inflation was 7.5% – the highest rate in over 30 years! Do you know the economic impact of inflation on business?

Forecasting 52

Forecasting Transportation Economics Budgeting 52

Planful

FEBRUARY 23, 2016

The panelists went on to comment that, as the company grows, people with experience are needed but maintaining the startup culture is vital, too. Having a combination of people with big company, as well as startup, experience is helpful. A number of the panelists leverage cloud-based applications for their high-growth companies.

Auditing 40

Auditing CFO Leadership Leverage 40

PYMNTS

JUNE 1, 2017

The analytics tool is designed for SMBs and startups without access to financial analytics platforms. Sigma is also a great option for companies that aren’t ready to invest in developing custom analytics applications – either because of budget constraints or size.

B2B 42

B2B Invoicing Budgeting Currencies 42

PYMNTS

JUNE 17, 2016

VC money flowed into bitcoin startups that were going to revolutionize just about all aspects of payments and make it virtually costless, and the tech media were flooded with breathless stories about mainstream merchants taking bitcoin. Key bitcoin players are behind bars or under criminal investigation. It’s all transparent and secure.

Startups 45

Startups Finance Securities Banking 45

PYMNTS

OCTOBER 11, 2017

Imagine this, says Diebold Nixdorf’s Senior Vice President of Software, Alan Kerr : You are an antique guitar aficionado on a budget. But, he added, with many banks thinking about how to leverage technology and innovation to better serve clients, getting executives to engage has become easier. After all, change isn’t easy.

Retail 47

Retail Prioritization Banking Startups 47

PYMNTS

APRIL 18, 2017

As the pace of digital change is accelerating daily, last-mile delivery companies will need to leverage digital solutions to remain relevant and competitive in a fast-changing market,” the executive said in a statement. But less than a third told Accenture they have a dedicated budget for digital programs.

eCommerce 40

eCommerce Advertising Budgeting Investments 40

PYMNTS

JUNE 28, 2016

Among startups, Instacart is the go-to example, while Amazon Fresh is by far the fastest growing enterprise level effort on grocery delivery. Build a list, tap a button (leverage a saved payment method or digital wallet account), and groceries can be counted on to be en route.

Budgeting 45

Budgeting Entertainment Retail Leverage 45

PYMNTS

APRIL 2, 2018

In terms of operational risk, he said that a good system helps businesses capture all of their spend in one place at the line item level, enabling them to track spend versus budget down to the dollar and identify wasteful spending before it’s too late. Community Intelligence.

Accounts Payable 50

Accounts Payable Invoicing Benchmarking Numbers 50

Future CFO

JUNE 10, 2020

The role includes leading, directing and managing the finance team, advising on business and financial planning, providing strategic recommendations to the chief executive officer and the executive management team, and of course, managing the processes for financial forecasting and budgets, and overseeing the preparation of all financial reporting.

CFO 52

CFO Finance Forecasting Leadership 52

Centage

SEPTEMBER 13, 2022

Forecast vs. Budget Though similar, a budget and a forecast serve different purposes. Companies typically create a budget before a forecast. Your budget is a roadmap of your business’s financial goals and how you plan to reach them. Businesses usually create a budget annually.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

The CFO College

APRIL 8, 2021

Skills and processes you might leverage to provide this include cash forecasting tools, deep dive analytics, and efficient startup models. You’ll also want to set up a rolling cash forecast, KPIs, benchmarks, budget versus actual, and more, all built out on fully tied-out and accurate accounting data.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

Centage

SEPTEMBER 13, 2022

Forecast vs. Budget. Though similar, a budget and a forecast serve different purposes. Companies typically create a budget before a forecast. Your budget is a roadmap of your business’s financial goals and how you plan to reach them. Businesses usually create a budget annually. Financial Forecasting Methods.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

Spreadym

AUGUST 10, 2023

Xero: Another popular cloud-based accounting software with strong financial reporting features, particularly favored by small businesses and startups. Report Generation: The ability to create a wide range of financial reports, such as income statements, balance sheets, cash flow statements, budget vs. actual reports, and more.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) CFO Accounting Standards 52

CFO News Room

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g., Leverage the back office to the sky. Carl: Yeah.

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

OCTOBER 12, 2018

Nubank : Gets a $180 million investment from Tencent, which brings Tencent into the Latin American market and also makes Nubank among the most highly valued startups in the region. Paytm reported 137 million transactions through UPI, or 20 percent of its transactions. real-time bill payment and presentment service.

Advertising 42

Advertising Credit Risk Startups Budgeting 42

Michigan CFO

NOVEMBER 7, 2022

By ensuring that the appropriate methods and models are used, SaaS companies can attain more accurate, higher valuations that provide leverage when seeking financing or negotiating sales. Research from Startup Genome shows that 9 out of 10 start-ups eventually fail. This makes determining an accurate SaaS valuation difficult.

Valuation 40

Valuation CFO Leadership Forecasting 40

PYMNTS

SEPTEMBER 23, 2016

This is great news — if one happens to be in charge of digital banking for one of the 20 or so largest banks in the world with massive scale, a huge budget to develop internal technical capacity and the ability to leverage advantageous partnerships with cutting-edge FinTech providers. Consumers want the latest mobile capabilities.

Banking 82

Banking Startups Construction Budgeting 82

Planful

SEPTEMBER 15, 2015

Thus, the organization needs to replace it and implement another solution, which takes up valuable time, resources, and budget. Relational, OLAP, and NoSQL databases are leveraged to ensure high performance and scalability for transactional processing, analytics, and modeling. The system is quickly outgrown.

Budgeting 40

Budgeting Leverage Startups Finance 40

The Charity CFO

APRIL 6, 2022

Um, and people have limited budgets. Um, but by and large, you have limited budgets, especially to spend on things that constitute overhead, which technology and systems always does. Tosha Anderson: And I tell them, I’m only working with an organization under this budget size. You, what about startups?

Nonprofit 52

Nonprofit Education Budgeting Accounting 52

Barry Ritholtz

SEPTEMBER 19, 2023

We actually have a budget for risk management and technology and tools. 00:39:53 [Speaker Changed] We shouldn’t all be plowing our money into AI startups. Well, risk management is tough at a public pension and Goldman Sachs provides itself on being a good manager of risk. And, but Goldman Sachs has fewer constraints.

Investments 57

Investments Math Risk Management Benchmarking 57

PYMNTS

MARCH 7, 2019

Parents shouldn’t have to choose between what’s good for their baby and good for their budget. We have a unique opportunity to leverage our first-party shopping data from online and offline purchases to reach our customers and influence their purchase decisions,” Walmart Chief Merchandising Officer Steve Bratspies said in an interview.

Retail 40

Retail Advertising eCommerce Sales 40

The Finance Weekly

JULY 31, 2023

Skip to the end to watch the webinar recording) The first panelist is Sloane Kolt who also leads Datarails Labs, the department that is part of the FP&A software startup that developed FP&A Genius , a Chat GPT-like chatbot for finance. Another application gaining traction is leveraging AI for scenario analysis.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

CFO News Room

DECEMBER 20, 2022

Once in a while, a high profile star like Paul Newman or somebody might leverage their way into directing something. And then we have to write a script, and if they like the script and the budget and blah, blah, blah. He felt like, “Oh, first of all, every movie and television show is a startup, and so that’s a bootcamp for startups.

Leadership 100

Leadership Problem Solving Entertainment Concentration 100

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. OnPlan is an all-in-one FP&A solution that streamlines financial forecasting, budgeting, and workflow management by connecting existing spreadsheets to a robust analytics hub. Key features.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

SEPTEMBER 5, 2023

MILLER: Exactly, right, so, but that’s part of it, but yeah, like the long term view, but I look at it as when, so the big problem or big challenge is New York City’s budget. MILLER: And leveraging off of the technology, the platform for Instagram. Over 50% of revenues are real estate related.

Sales 52

Sales Marketing Numbers Construction 52