CFO Strategic Partners

MARCH 22, 2025

5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury. Data management, reporting, financial statements, forecasting, and analytics all depend on real-time, relevant data. It’s a necessity.

Technology

Barry Ritholtz

MARCH 11, 2025

He calls out a lot of people who get things wrong, especially the doomsayers who not only have been forecasting recessions incorrectly for, I don’t know, the better part of 15 years, most especially since CO. You know, it’s, it’s all about a set of forecasts. It’s very much point forecast driven.

Economics

Centage

OCTOBER 28, 2021

Is now the time to move forward with that planned investment? Dynamic market conditions may not be anything new but navigating the current business environment and its unprecedented unpredictability has shined a spotlight on just how critical cash flow forecasting is to an organization. What about workforce considerations?

Cash Flow Forecasting

Centage

JANUARY 31, 2022

Cash flow forecasting provides that much needed insight and is the most effective way to start future-proofing your business for the year ahead. Analysis can be flawed as the development and analysis of the cash flow statement is almost an afterthought and thus there’s no link between the cash flow analysis and critical business decisions.

Cash Flow Forecasting

Centage

DECEMBER 1, 2021

But times have changed – which is why financial forecasting is more important than your annual budget. They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. What’s the Financial Forecast Look Like? Watch Demo.

Forecasting

Centage

FEBRUARY 11, 2022

Your ability to provide expert guidance through your business budget and forecasting process will require you to have a deep understanding of your cash flow. Growth requires investments in people, capital spending, market expansion, mergers and acquisitions. How much can a CEO rely on the numbers in the forecast?

Financial Planning and Analysis (FP&A)

Future CFO

JULY 17, 2023

Global corporate treasury leaders can serve as particularly essential strategic advisers right now— if they can harness the right data, analysis, and technology strategy to navigate choppy market conditions. This is why nearly half of the surveyed treasurers describe cash forecasting as somewhat or extremely difficult.

Treasury

Spreadym

SEPTEMBER 19, 2023

Budgeting and forecasting in business are both financial planning tools used by businesses, but they serve different purposes and have distinct characteristics. Here's an overview of the key differences between budgeting and forecasting. Forecast: Forecasts can vary in terms of their time horizon.

Forecasting

Centage

JULY 26, 2022

To survive and thrive in the current corporate environment, you need to have more financial data than the competition. The goal is to gather the necessary information to forecast your cash flow quickly, correctly, and frequently. However, you can also create a cash flow forecast that covers weeks or months.

Cash Flow Forecasting

Centage

MAY 10, 2022

According to Gartner’s 2021 Emerging Technology Product Leader Survey , nearly half of respondents chose cloud-based software as a top three emerging technology investment. Traditionally, implementing and/or upgrading your technology represents a significant investment. Bring SaaS to Your Budgeting & Planning.

Financial Planning and Analysis (FP&A)

Jedox Finance

NOVEMBER 19, 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)

Centage

MAY 3, 2022

the maker of QuickBooks Online Advanced, to bring automated budgeting, forecasting, reporting and analytics capabilities to QuickBooks Online Advanced customers and mid-market organizations looking for cloud-based FP&A solutions.

Financial Planning and Analysis (FP&A)

Centage

JUNE 28, 2022

With less cash to count on, knowing your cash flow position with cash flow forecasting has never been more important: how much is really in the bank, how much is available on short notice, what revenues are coming in when, and what resources are going out and when. We examine the reasons below.

Cash Flow Forecasting

Global Finance

OCTOBER 7, 2024

In an industry with tight margins, significant capital investments and sometimes long supply chains, optimizing cash generation and ensuring a disciplined liquidity management is vital. Tanganelli: AI has the potential to revolutionize finance by enhancing data analysis, improving forecasting accuracy and automating routine tasks.

CFO

Centage

JULY 19, 2022

Because the targets are coming from above, there’s less of a burden on lower management to invest time and resources in budget creation. Utilizing financial forecasting and driver-based budgeting, companies can create flexible, agile plans. So, employees can focus on doing their jobs.

Financial Planning and Analysis (FP&A)

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)

Centage

SEPTEMBER 28, 2022

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. Moreover, getting futuristic with financial forecasting can aid in risk assessment and help companies avoid costly mistakes.

Financial Planning and Analysis (FP&A)

Centage

SEPTEMBER 14, 2021

Large or small business that use spreadsheets are taking a risk: Boeing leaked employees’ personal data in a hidden spreadsheet column. An investment bank analysis of Tesla ’s purchase of Solar City undervalued the company by $400 million after double-counting its debt in a spreadsheet.

Budgeting

Centage

APRIL 4, 2023

Sophisticated FP&A software tools like Planning Maestro enable finance teams to automate routine tasks such as manual data entry, accelerating workflows and improving forecasting. The end result is that you get the data you need faster for more accurate forecasts all without overburdening staff and increasing budgets.

Financial Planning and Analysis (FP&A)

Centage

MARCH 2, 2022

While no one can predict what the market will do, accurate forecasts can help you anticipate impacts to sales, investments, and personnel. To achieve this, you need a cloud-based financial reporting software that can support frequent forecasting, scenario planning, and reporting.

Financial Reporting

Centage

APRIL 6, 2022

The plan must identify critical drivers to meet those goals, e.g. unit price, number of units sold, number of salespeople needed to meet that objective, along with marketing investments required to support the sales team and so on. The delta between forecasts and actuals can have a huge impact on performance. Why Do What-If Planning?

Financial Planning and Analysis (FP&A)

Centage

MAY 23, 2023

Additionally, investing in a cloud-based financial platform can help team members communicate virtually. The end result is that experts can view data and weigh in on key decisions no matter where in the world they’re located. Count Cash Flow Cash is king for a reason.

Budgeting

Barry Ritholtz

JULY 5, 2023

People have no ability to forecast things like what inflation will be like 1, 3, or 5 years hence. Whether they invest it in the market or buy inflated consumer goods is itself a source of valuable information; certainly much better than asking them what they thought inflation might be sometime in the distant future.

Forecasting

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

Centage

APRIL 19, 2022

Without a comparison between your forecasted income and expenses and your company’s actual income and expenses, you have no way of knowing whether you are on track, doing better than expected, or falling behind. Your budget is a forecast and a flexible plan. Investments and cash also count as assets.

Budgeting

Future CFO

JANUARY 2, 2025

The Philippine payments landscape is expected to witness a more seamless, secure, and interconnected setting in 2025, according to a forecast by Visa , and amid a rapidly changing digital economy, this is driven by technological advancements and evolving consumer behaviour.

Finance

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)

Centage

SEPTEMBER 5, 2023

Obviously, this data must be taken in context with the rest of the business. A low valuation customer who typically purchases high margin items later on is a good investment. Driver-based cost allocation results in a more accurate analysis but takes more time. But you need to understand which is which.

Financial Planning and Analysis (FP&A)

The Finance Weekly

JULY 19, 2022

FP&A software assists CFOs, finance leaders, and FP&A experts in ensuring the financial health of their organization by tracking and analyzing current outcomes and forecasting future performance. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy.

Financial Planning and Analysis (FP&A)

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A)

Centage

JANUARY 4, 2022

It’s an analysis of both the organization’s effort and the external factors involved which are often well beyond anyone’s control (such as the emergence of a global pandemic). Or perhaps analyzing the results of a marketing effort by evaluating the cost per lead is a valuable metric.

Financial Reporting

Centage

APRIL 12, 2022

In addition, 74 percent of finance leaders said that investing in technology projects is a top priority that will help them achieve that revenue growth year over year. . While over 60 percent wanted to focus on budgeting and forecasting, another 52 percent intended to invest resources into growth, acquisition, and reorganization.

Financial Planning and Analysis (FP&A)

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)

Adam Kae

JULY 17, 2023

From budgeting and forecasting to optimizing revenue streams, we'll cover essential considerations to empower your agency's growth journey. Mastering Budgeting and Forecasting Optimizing financial planning is crucial. We'll also cover cash flow forecasting techniques and risk management to minimize financial uncertainties.

CFO

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)

Centage

SEPTEMBER 27, 2022

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. Moreover, getting futuristic with financial forecasting can aid in risk assessment and help companies avoid costly mistakes. Greater Accuracy.

Financial Planning and Analysis (FP&A)

PYMNTS

JULY 18, 2019

The two of them dug into data from the latest PYMNTS Credit Union Tracker to highlight the main CU trends that will play major roles for the foreseeable future. Investment Trends. More than one-third — 35 percent — of CUs have made data analytics investments over the past three years. Among the most significant findings?

Banking