The Finance Weekly

JANUARY 21, 2024

The rise and challenges of ERP systems Over the past 50 years, accounting and finance professionals have embraced existing and new technology, from using the first computers to implementing and using advanced ERP (Enterprise Resource Planning) systems. These legacy financial models typically appear overly complicated.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

Spreadym

SEPTEMBER 27, 2023

Technology and Software: Many organizations use dedicated CPM software solutions to facilitate the above processes, automate data collection, reporting, and analysis, and improve decision-making. It allows organizations to create detailed financial models and forecasts, making it suitable for complex planning processes.

SAP 59

SAP Budgeting Forecasting Auditing 59

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have.

Financial Reporting 52

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

CFO News Room

JANUARY 11, 2023

Financial analysts ensure banks make sound decisions in accordance with regulations and long-term goals, evaluating data and analyzing financial statements to gauge overall performance. They must also stay current with market changes and emerging technologies that can alter the finance landscape.

Banking 130

Banking Financial Analyst Budgeting Investments 130

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. For the first few years, I was building financial models for founders that were fundraising. I expanded our service offering to include outsourced finance, accounting, HR and compliance. Compliance ?—?We Accounting ?—?Many

Planning 52

Planning Marketing Startups CFO 52

PYMNTS

SEPTEMBER 7, 2018

Working with the wrong partner can lead to issues around late payments, inadequate services or even non-compliance. But any special projects above and beyond the day-to-day routine, like M&A transactions or billing and financial models, a lot of our partners and their clients don’t have that kind of talent.”

B2B 40

B2B Marketing Communication Compliance 40

Michigan CFO

JUNE 7, 2023

CFOs play a pivotal role in strategic decision-making, ensuring the financial health and stability of the business. Evolution of the Virtual CFO Concept With the rise of remote work and advancements in technology, the concept of a virtual CFO has gained significant traction.

CFO 52

CFO Problem Solving Budgeting Communication 52

Future CFO

OCTOBER 20, 2021

WD: As a CFO — besides traditional finance tasks such as bookkeeping, reporting and compliance — I am also responsible for optimising the company’s financial performance and driving the direction and success of the organisation by using financial knowledge and understanding of the company's business model while managing risks with all stakeholders.

CFO 52

CFO Leadership Finance Problem Solving 52

Future CFO

AUGUST 24, 2020

Stress-testing is a best practice common in financial services and is quite essential in an effective and robust FP&A function. FP&A can do this by stressing single variables in financial models to the extreme, or by creating scenarios of multiple stressors to understand when the companies becomes insolvent.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

APRIL 13, 2024

Every modern enterprise, regardless of size, requires finance software to manage various aspects of its financial health. This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting.

Financial Planning and Analysis (FP&A) 52

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

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Customers success.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

APRIL 15, 2022

Why turnover in the financial department is SO damaging for nonprofits. Why HR compliance issues are a bigger risk than tax compliance for most organizations (and why you shouldn’t trust your accountant with HR). And there’s the other 20% of us that really like financial modeling and yeah.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

CFO News Room

NOVEMBER 1, 2022

And part of the reason we don’t sell anything else is because I came from the world where there was tons of compliance, tons of paperwork. And I get many more questions about implementation than I do maintaining a financial model. So they get technology reimbursement fees. I cover their CFP fees for the year.

Planning 130

Planning Investments Accounting Math 130