PYMNTS

MARCH 30, 2018

Combined, more than $337 million in funding will fuel growth for an array of B2B startups that revealed their latest funding rounds this week. based startups dominated, with investors focusing on cybersecurity solutions and on startups that aim to streamline back-office functions. PYMNTS breaks down the latest deals below.

Startups 46

Startups B2B Mergers and Acquisitions (M&A) Accounts Payable 46

Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Budgeting 130

Budgeting Forecasting General Ledger Finance 130

The Charity CFO

APRIL 18, 2024

Nonprofit Technology Integration and Data Security One of the best things you can do for your nonprofit is to start leveraging data. Strategies to Leverage Data and Keep it Safe There are several ways to use technology while also ensuring data security. As you integrate data into your organization, you must take steps to keep it safe.

Nonprofit 52

Nonprofit Compliance CFO Leverage 52

Navigator SAP

FEBRUARY 17, 2022

Enterprise resource planning (ERP) systems are one way to keep up with ever-changing variables and to derive the insights that are critical to keep growing your business in uncertain times. Customer Relationship Management Many ERP platforms contain modules that focus on how the business communicates with customers.

SAP 130

SAP Invoicing Manufacturing Compliance 130

Adam Kae

AUGUST 18, 2023

Financial Insights for Growth Leveraging Data: Turning Financial Information into Actionable Insights It's time to dive into the treasure trove of data. Strategic planning is your compass. You communicate. Transparent communication is your anchor in stormy waters. What do you do? The same goes for your business.

CFO 52

CFO Communication Strategic Planning Education 52

Collectiv

JANUARY 2, 2023

With technology evolving at a rapid pace and many teams adjusting to a permanent remote or hybrid work model, this is the time to take stock of your progress and plan the next steps. With years of finance experience and dozens of successful startup clients under his belt, Josh had plenty of amazing insights for CFOs heading into 2023.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) CFO Finance Leadership 59

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

NOVEMBER 12, 2019

Two-thirds of businesses have plans to develop new tools and technologies that will leverage 5G by 2020. The networks enable speedier data transfers and communication than ever before, allowing IoT manufacturers to develop devices more in tune with user needs. Around The IoT World. Researchers from the U.K.’s

Securities 67

Securities Manufacturing Communication Leverage 67

PYMNTS

OCTOBER 31, 2018

“Enterprises are increasingly leveraging cloud-based services though API connections to help them run their operations,” Fitzgerald stated. ” Cloud Elements said it would use the funding to continue focusing on growth, with plans to introduce integrated digital payment solutions in the future.

Investments 54

Investments Startups Leadership B2B 54

BlueLight

MAY 6, 2020

The investor update email is a powerful tool to leverage this effectively across a big group of investors. In this post, we will cover the communication architecture, why to send investor updates, and the relevant topics to cover. The communication architecture takes many forms.

Communication 52

Communication Startups Finance Benchmarking 52

The Finance Weekly

MARCH 1, 2022

Reporting, planning, and forecasting are all manual processes that take a lot of time and effort to complete and are based on general ledger data. The lack of formal FP&A structure, processes, and procedures characterizes the lagging stage, which is common among newly founded startups.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

OCTOBER 1, 2020

More than 40 percent of United States businesses received at least some of their invoices in 2019 via a form of communication that many younger generations may have trouble identifying, let alone using: fax. healthcare officials plan to maintain or increase investment in automation solutions , despite budgetary challenges.

Banking 67

Banking Healthcare Invoicing B2B 67

PYMNTS

MAY 30, 2018

Ant’s Plans. According to a press release today (May 30), SPD Bank will be leveraging Ant’s financial-grade technologies in AI, supply chain finance and biometric identification in online risk management to help prevent loan, transaction and marketing fraud.

Banking 40

Banking Risk Management Startups Cash Management 40

PYMNTS

APRIL 23, 2019

Felix Rodriguez, founder and CEO of small business accounting and financial management startup Back Office , spoke with PYMNTS about some of the core functions of financial management that can crumble under the weight of accounting challenges. The firm secured $1.8

Numbers 61

Numbers Accounting CFO Financial Analysis 61

PYMNTS

FEBRUARY 14, 2017

This time around, an Alexa integration, a new partnership leveraging telematic capabilities and a major manufacturing investment by BMW are all working to connect and evolve the automotive space. Insurance agencies are looking to leverage technology to improve driver safety (and save policyholders some cash). and $79.99

Investments 40

Investments Manufacturing Leverage Startups 40

PYMNTS

MARCH 21, 2016

Indian payments startup Paytm has hired Alibaba’s head of wholesale business to steer its growth and build a stronger collaboration with the Chinese eCommerce giant. Paytm is in a similar space to Alibaba, so I can leverage my China experience.”.

eCommerce 40

eCommerce Communication Leverage Startups 40

BlueLight

JUNE 5, 2020

Some startups are thriving in this situation and some startups are fighting for survival. Either way, the business environment is changing rapidly and this typically means startup founders and their boards are communicating much more frequently than in a “business as usual” situation.

Startups 52

Startups Technology Investments Finance 52

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. In this buyer’s guide to the best FP&A software, we’ll provide an overview of the top financial planning and analysis tools to consider. However, not all FP&A tools are created equal.

Financial Planning and Analysis (FP&A) 52

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

Planful

FEBRUARY 23, 2016

It pays to think big and plan for growth 3-5 years down the road. This is especially true if the company is planning to raise capital, looking for loans, or considering an IPO or any exit opportunity. Having a combination of people with big company, as well as startup, experience is helpful.

Auditing 40

Auditing CFO Leadership Leverage 40

Future CFO

JUNE 10, 2020

Speaking of the future, The Great Room is in growth mode, so communicating our vision of the future to our current and future investors is how I spend a significant amount of time. Philip Lam: As a startup, The Great Room is a lean organisation throughout, and Finance is no exception. A chief finance officer is a multi-faceted role.

CFO 52

CFO Finance Forecasting Leadership 52

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 compared to high-tech, communications, banking, utilities and retail, post and parcel falls flat.

eCommerce 40

eCommerce Advertising Budgeting Investments 40

The CFO College

APRIL 8, 2021

You’ll really want to delve into the pain points of business owners (saving money, reducing tax burden, and increasing bottom line), tax opportunities and planning, and GAAP accounting and solutions. Skills and processes you might leverage to provide this include cash forecasting tools, deep dive analytics, and efficient startup models.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. There was XO Communication and McLeod.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. They’ll do tax planning, right? RITHOLTZ: Yeah, it’s good to have you.

Investments 111

Investments Profit and Loss Education Advertising 111

PYMNTS

AUGUST 29, 2019

This helps FIs communicate with each other and makes it easier for them to comply with transparency regulations while providing their customers with more control over their data. banks planning to invest in such offerings this year. How Does Open Banking Help Credit Unions? How is Open Banking Being Implemented?

Banking 63

Banking Securities Forecasting Communication 63

PYMNTS

JUNE 7, 2017

Yep, free office assistant labor: the holy grail of tight-margined businesses everywhere, and startups especially. “We Kit, the fully-automated virtual assistant, communicates with Shopify merchants via text message or Facebook Messenger to create and run single- or multi-product ads, including videos, on Facebook and Instagram.

Advertising 65

Advertising Startups Retail Technology 65

Barry Ritholtz

SEPTEMBER 19, 2023

And I forwarded it to him and I, I was very happy at Maryland, wasn’t planning on leaving. There are certain types of employer sponsored plans where some portion of the employees are potentially all are part of non-contributory plans. 00:39:53 [Speaker Changed] We shouldn’t all be plowing our money into AI startups.

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. I mean, there have been leveraged loans and high yield bonds since the 1980s. And, you know, why is that?

Investments 61

Investments Valuation Marketing Currencies 61

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? We’re more startup than established entity, so not everybody has that ability. RITHOLTZ: The communication was bad also. They’d come into the pandemic incredibly leveraged, huge amounts of debt. HOFFMAN: Contingency planning here was brutal. RITHOLTZ: Really?

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan.

Leverage 112

Leverage Investments Valuation Finance 112