Boston Startup CFO

FEBRUARY 1, 2023

Here are the top signs that your startup may need a fractional CFO. A fractional CFO can provide significant value to the process by: Developing a financial plan : A financial plan is a key component of any fundraising effort. Negotiating terms : A CFO can help you understand the terms of a potential investment and negotiate terms.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

Future CFO

APRIL 3, 2023

Using machine learning and artificial intelligence (AI) for forecasting and predictive analysis is the next frontier for companies, where efficiency gains from RPA can help create more time for higher-value work such as AI-enabled data analysis and forecasting.

Finance 96

Finance Forecasting CFO Leverage 96

Future CFO

SEPTEMBER 10, 2023

“I think we need to recognise that the CFO role can mean a lot of different things in different businesses. It really depends on the type of business, their strategy and the type of skills they want the CFO to lead on.” Dan Wells, CFO at GrowCFO Charisma. Persuasive. These are qualities we often equate with leaders of the past.

CFO 98

CFO Finance Leadership Concentration 98

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 28, 2022

Reporting the Future In today’s highly volatile business climate, the job of the CFO is more challenging than ever. By collecting and analyzing data from various parts of the organization, companies can generate reports that provide data-driven answers to all the questions plaguing them.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Financial Reporting Forecasting Budgeting 97

Centage

APRIL 12, 2022

While over 60 percent wanted to focus on budgeting and forecasting, another 52 percent intended to invest resources into growth, acquisition, and reorganization. In terms of forecasting, surveyed companies anticipated needing to make frequent adjustments in order to achieve their goals for 2022.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

SEPTEMBER 2, 2021

Familiar with data analysis and armed with powerful tools, FP&A teams start to play more visible roles in the organizations providing their leaders with actionable insights and recommendations on the best ways to achieve company’s objectives, thus, having the direct impact on their company’s results and success.

Financial Planning and Analysis (FP&A) 130

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

CFO Leadership

OCTOBER 10, 2023

Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes. Generative AI a subset of AI that uses learning patterns and structures from existing data to generate original content, including text and images. over at least the next decade.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Future CFO

JANUARY 26, 2024

The technological advancement provides more than just automation and reshapes roles, empowering finance teams to zero in on strategic activities like data analysis, supplier negotiations, and decision-making. AI can provide precise cash flow forecasts by analysing historical payment data and supplier behaviour.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Accounting Invoicing 52

E78 Partners

APRIL 13, 2023

To capitalize on these strategic choices, PE firms need to invest in a strong CFO office, personnel hires, processes and systems, and consider partnering with a transaction advisor to build a platform for successful roll-up strategies. We deliver data to ensure you are more informed and confident making business decisions.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

JANUARY 23, 2020

In a perfect world, we would like an EPM system that manages organization-wide planning, reporting and analysis. Traditionally, organizations used to look at those processes as part of their “Office of the CFO” activities. Collection of organization-wide financial and non-financial data. Analysis and calculation of major KPIs.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

Future CFO

AUGUST 1, 2023

Supriya Deka: The general features of financial applications include accounting, reporting & analytics, bank reconciliation, billing & invoicing, asset management, budgeting & forecasting, financial risk management, expense tracking, and payroll management.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

Centage

SEPTEMBER 27, 2022

In today’s highly volatile business climate, the job of the CFO is more challenging than ever. By collecting and analyzing data from various parts of the organization, companies can generate reports that provide data-driven answers to all the questions plaguing them. Reporting the Future. Greater Accuracy.

Financial Planning and Analysis (FP&A) 52

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

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. This is Gary Xyla, CFO of asset mark.

Sales 52

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

Future CFO

AUGUST 30, 2021

What makes for a sought-after chief finance professional (CFO)? CFO: The disruption of 2020 highlighted the need for the finance function to be more responsive – continually re-evaluating both short and long-term goals and strategies. These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

OCTOBER 13, 2021

CPM software includes budgeting, forecasting and planning functions, as well as graphical scorecards and dashboards to deliver and to display corporate information. Complete data analysis (DA). In this way, the FC can provide high-detail, granulated financial analysis that can be used by the CFO for broader financial planning.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

Future CFO

DECEMBER 17, 2023

Embracing AI, automation, and data analysis will help finance teams bring more strategy to the organisational table and find a greater sense of confidence amid the uncertainty. And while we aren’t quite there yet, I expect that generative AI will have a very compelling use case in forecasting and budgeting.

SAP 52

SAP Finance Budgeting Data Analysis 52

CFO Leadership

APRIL 2, 2024

Implementing software can help shift time allocation for accountants by automating time-consuming and routine tasks including data entry and financial statement preparation. With the right technology in place, companies can lessen the accounting staffing needed, without sacrificing accuracy or compliance.

Accounting 52

Accounting Compliance Accounts Payable Budgeting 52

Future CFO

MARCH 2, 2023

how functions can strengthen semantic models to improve data quality and transparency how can technology expand the number of teams performing judgment-based activities versus manual activities how autonomous technology in finance can improve business performance by minimising the burden of data analysis and decision making.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

NOVEMBER 29, 2020

And the demand for modern tools is growing fast: In the most recent BARC Survey, 56% of those questioned stated that the introduction or modernization of software for planning and forecasting is one of the necessary investments to optimize processes. The improvement in data quality follows with 53%.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

FEBRUARY 15, 2021

At a recent roundtable, one CFO commented she can’t recall a period in recent years where her team had done so many “what if” analysis than in 2020. Another CFO pointed out that COVID-19 has elevated stress testing to a whole new level. FutureCFO’s discussions with finance leaders in Asia identified similar conditions.

Financial Data 52

Financial Data Finance Benchmarking CFO 52

Future CFO

MAY 26, 2020

Asked what the priorities of the financial planning and analysis teams were in 2018, three-quarters of CFOs surveyed by FutureCFO between March and April 2020 picked planning, budgeting and forecasting as a key function of the department. She noted that the CFO function is at an inflection point.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury Education 52

Planful

JANUARY 11, 2022

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. Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence.

Financial Planning and Analysis (FP&A) 40

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

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. With Centage Corporation’s Planning Maestro, you can optimize cash flow forecasting with year-round financial intelligence.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

The Finance Weekly

APRIL 28, 2024

This not only transforms financial tasks like reporting, budgeting, and forecasting but also lightens the load for the IT department. All from within Excel, Connect equips users to import live data from all ERP systems, effortlessly construct reports, and access all ERP data from your spreadsheets.

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. Forecasting. By using this program, business owners and CFOs may believe they are maximizing their resources to organize and assess their stored data.

Securities 52

Securities Cash Flow Forecasting Budgeting Forecasting 52

Planful

MAY 27, 2015

They also discussed best practices in governance for private equity-owned companies and the role of the CFO. CFO coordinates communications between owners, CEO, operating management. CFO should be active advisor to CEO, voice of reason, help make decisions based on fact vs. emotional attachment to certain parts of the business.

CFO 40

CFO Auditing Data Analysis Forecasting 40

Embark With Us

JANUARY 19, 2022

But take a step further than a tool's sweet spot and a CFO is asking for trouble. Put another way, our Finance Transformation team has been extraordinarily successful using Alteryx for a while now, and we want to share the knowledge with our brethren working under the office of the CFO. Or spreadsheets and budgeting.

Accounting 98

Accounting Finance Data Analysis General Ledger 98

Future CFO

AUGUST 27, 2023

He added that this expands the scope of the CFOs’ remit, but it also means CFOs need to expand their data sources. "I I think what’s important is to find out what data is out there to augment your data analysis," Kesuma added. Moody’s, he noted, is well known for its counterparty credit risk analysis.

Risk Management 98

Risk Management Credit Risk Finance Risk Analysis 98

Planful

FEBRUARY 17, 2016

According to Ian Charle s, cloud-based enterprise performance management (EPM) software makes it easier to pin down future trends, resulting in greater accuracy in forecasting. It has a single platform for consolidating all company data, offering a single source of truth that will bolster company insights.

Finance 40

Finance Prioritization Forecasting Data Analysis 40

Barry Ritholtz

FEBRUARY 13, 2023

Because the more that you create the news, if you think about it, if you’re a big CEO, CFO and think about CapEx spend, long-term hiring plans, do I need to have the Fed as one of the risk factors in? And if you were a CEO or CFO and said, okay, I know I got to figure out what my inventory level is, or my supply chain dynamics.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

The Finance Weekly

JULY 31, 2023

As a seasoned finance leader in telecommunications, retail, technology, and legal sectors, Glenn envisions transforming the role of Chief Financial Officer (CFO) from being a historical reporter to a strategic forward-thinker. Hopper also emphasized the importance of automation and data-driven decision-making in the finance industry.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

CFO News Room

FEBRUARY 2, 2023

CDC uses the Nowcast to forecast variant proportions before the weighted estimates are available for a given week. Nowcast estimates (provided for the most recent three weeks when the “Nowcast on” option is selected below) are model-based projections of variant proportions for the most recent weeks to enable timely public health action.

Advertising 130

Advertising Healthcare Profit and Loss Education 130