PYMNTS

SEPTEMBER 7, 2017

But in an interview with PYMNTS, Massy Najafi , who serves in that role at Guardian Analytics , shed light on more than a few other aspects of the job. There’s interaction with marketing and customer service teams, an eagle eye on data fraud — oh, and no small amount of effort devoted to innovation. Think again.

B2C 46

B2C Startups Securities Technology 46

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. In 2018, McKinsey reported that CFOs who didn’t adopt digital innovations like artificial intelligence (AI) were in danger of falling behind their counterparts in IT and marketing. Essential Terms.

Financial Planning and Analysis (FP&A) 40

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

CFO News Room

DECEMBER 13, 2022

As a startup founder, it’s got to feel exhilarating to see new customers streaming in and paying for your product or service. Considering how many startups fail, watching customers put money down can make you feel like you’ve slayed a dragon. CURT NICKISCH: Welcome to the HBR IdeaCast from Harvard Business Review. I’m Curt Nickisch.

Startups 100

Startups Economics Manufacturing Marketing 100

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Onplan

NOVEMBER 30, 2022

However, not all FP&A tools are created equal. Our FP&A software list consists of the top 10 platforms in the space, each offering unique sets of features as well as particular advantages and drawbacks to be aware of. Customer success — The service levels available and how convenient the implementation process is.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

NOVEMBER 21, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.  The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. What can I say? Once again? I have an extra special guest.

Investments 98

Investments Marketing Startups Accounting 98