The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Despite the persistent list of priorities, it changes over time.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

OCTOBER 16, 2020

Fast-food giant McDonald’s was not interested in using AI or data analytics until it noticed that many of its competitors were benefiting from the technologies. This revelation prompted the company to launch several innovations, including digital menus that change based on real-time data analysis. QSRs Leverage AI.

Leverage 109

Leverage Data Analysis Sales Securities 109

Future CFO

AUGUST 21, 2023

As a profession we have made significant progress over the years leveraging technology to streamline how we manage historical data and more recently, leveraging analytics on predicting outcomes. Robert E Parker: Finance leaders have always played a critical role in stewarding a company’s performance.

Finance 98

Finance Compliance Data Analysis Leverage 98

Collectiv

JUNE 13, 2023

Data analysis is a treasure trove for non-profits. Solid processes around nonprofit data give you critical information to highlight unique aspects of your organization, boost morale, increase credibility, enhance transparency, and build community awareness to support your mission.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

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

Centage

JANUARY 4, 2022

It’s that time of year again when many organizations are busy setting business objectives and planning budgets for the next fiscal year. That includes analyzing key financial metrics as part of the financial reporting and analysis process to see where you are today to determine where you want to be tomorrow (and how to get there!).

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

Centage

JANUARY 31, 2022

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. Capital Asset Planning There are many stories of businesses successfully pivoting their operations during the pandemic.

Cash Flow Forecasting 98

Cash Flow Forecasting Financial Planning and Analysis (FP&A) Forecasting GAAP 98

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. Systems powered by artificial intelligence are without a doubt revolutionising invoice processing in finance departments.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Accounting Invoicing 52

Future CFO

MARCH 21, 2022

Chan pointed out that leveraging big data with the use of AI brings business agility into the organisation. As management anticipates different scenarios, they develop a “game plan” to address challenges and capture opportunities. “The It is all about turning hindsight into foresight.”. Source: McDonald's Hong Kong.

Data Analysis 52

Data Analysis Leverage Leadership Finance 52

PYMNTS

SEPTEMBER 30, 2019

As recent PYMNTS and Flywire research confirmed via “ The Changing Landscape Of Healthcare Payment Plans ” report, patients who did not pay their debt and had no plans to do so faced the highest out-of-pocket average of $758. However, data analysis can help change that. Patients are very likely to respond.

Healthcare 73

Healthcare Data Analysis Planning Leverage 73

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

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

Future CFO

SEPTEMBER 10, 2023

As a business, we need to accelerate digital transformation and leverage on new digital technology to harness big data and provide timely and comprehensive end-to-end business analytics/insights/forecast to drive the right strategic decisions."

CFO 98

CFO Finance Leadership Concentration 98

Centage

DECEMBER 1, 2021

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. At the same time, the economy and the workplace continue to evolve, making data-based decision-making more critical than ever. Produce scenario plans.

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

The Finance Weekly

DECEMBER 30, 2021

Large companies are firmly embracing robotic process automation (RPA), leveraging sophisticated data analytics and visualization tools, and exploring the use of blockchain and other new technologies. For many SMEs, the cost of investing in and maintaining their enterprise resource planning (ERP) system is high.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

Adam Kae

JULY 17, 2023

Mastering Budgeting and Forecasting Optimizing financial planning is crucial. It's important to have a specialized hire to help you go over industry benchmarks, historical data analysis, and forecasting techniques to enhance your decision-making process.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

Centage

DECEMBER 14, 2023

The goal is not perfection, but a continuous improvement that aligns your financial planning with the always-changing realities of your business environment. Any change from the plan can cause financial problems that, in the worst case scenario, cascade through your organization. There’s no such thing as a flawless budget.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Budgeting Analyzing Data 40

PYMNTS

MARCH 18, 2020

Technology giant IBM plans to launch a blockchain-based contractor management solution called IBM Contingent Labor later this year, according to a press release. Finding and onboarding the right supplier partners can be a slow process involving in-depth research and cost-benefit analysis. Across The Next-Generation AP Automation Space.

Accounts Payable 66

Accounts Payable Accounting Invoicing Data Analysis 66

The Charity CFO

AUGUST 7, 2023

AI is everywhere, making our lives easier, from writing formal emails to debugging computer code to helping select recipes for a user’s meal plan. Enhanced Data Analysis and Decision Making Tired of number crunching? Leaders will need to take steps to address these concerns while still leveraging AI to its fullest extent.

Nonprofit 52

Nonprofit CFO Communication Data Analysis 52

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

FEBRUARY 15, 2021

The report noted that 43% of respondents to the study say their organisations have become more focused on scenario planning and stress testing as a result of the pandemic. 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.

Financial Data 52

Financial Data Finance Benchmarking CFO 52

Collectiv

FEBRUARY 2, 2022

Neglecting adoption as part of your implementation plan makes it difficult to integrate Power BI use into the company culture and realize the company’s initial investment. In this class, drill down on topics like advanced PowerQuery, M Coding, advanced modeling techniques, and using Data Analysis Expressions (DAX).

Education 52

Education Benchmarking Prioritization Data Analysis 52

Planful

APRIL 28, 2016

Yet, while a rolling forecast will improve the accuracy of your planning, there are specific tactics that can optimize your results and ensure precision. One proven method of ensuring your rolling forecast is efficient and accurate is to leverage driver-based forecasting. Ensure the forecast is driver-based. Align all company goals.

Forecasting 40

Forecasting Data Analysis Budgeting Planning 40

PYMNTS

JULY 6, 2018

Any company planning a new promotion wants that campaign to connect with the right customers, specifically those who are most likely to take advantage of it. Hundreds of customers walk through grocery stores’ doors every week, each with different purchasing plans and shopping habits. Zeroing In On Shopper Segments.

Sales 52

Sales Retail Leverage Data Analysis 52

PYMNTS

MARCH 30, 2018

Kenna said it plans to use the funds to expand its team, focus on sales and continue innovation efforts. Its platform provides proprietary cyber-risk analysis technology to corporate customers. With $8 million in Series B funding, Employment Hero plans to focus on expanding its leadership team. B2B Payments. Employment Hero.

Startups 46

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

Planful

DECEMBER 28, 2016

In the final weeks and days of the year, while there is a keen focus on finishing up the year strong and closing the books, it is also important to plan for the new year. Pre-planning and preparation make it possible to close out 2016 strong and head into the new year with confidence. Communication gaps. Staff burn-out.

Benchmarking 40

Benchmarking Reconciliations Data Analysis Technology 40

PYMNTS

MARCH 27, 2020

I had an interest in leveraging technology to make that possible.”. cities, including Chicago, Milwaukee, New York City and Philadelphia, and it plans to expand to additional locations. cities, including Chicago, Milwaukee, New York City and Philadelphia, and it plans to expand to additional locations.

Communication 52

Communication Auditing Leverage Securities 52

PYMNTS

JANUARY 5, 2017

As the payments market shifts in India, PayU plans to support a new environment for digital payment by not only being the payment platform of choice for emerging startups but, more generally, being seen as a full-service payments provider for the entire Indian market. contact-form-7].

Education 43

Education Data Analysis Marketing Leverage 43

Future CFO

MARCH 7, 2021

It’s important to learn from different industries and leverage each other’s best practices to create a more diverse and inclusive business environment. Look at how women become the best planner of their family trips — they ensure the best value and experience by coming up with multiple scenarios and contingency plans.

Finance 52

Finance SAP Leadership CFO 52

CFO Leadership

OCTOBER 10, 2023

These include marine and trade credit, political risk (for supply chain concerns), fiduciary liability (employee benefit plans) and employment practices liability insurance (addresses biases and discrimination in employment decisions).

Risk Management 105

Risk Management Healthcare Leadership B2C 105

Centage

FEBRUARY 11, 2022

The start of a new year is always a time for planning. As a FP&A professional, all eyes are on you to help plan the year ahead, step-by-careful-step, with enough lead time to avoid pitfalls and seize unexpected opportunities. For instance, 70% of SMBs have created scenario planning to prepare for the future. What lies ahead?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 98

Jedox Finance

JULY 11, 2023

2 With regulations continually evolving, data volumes expanding, and the need for transparency growing, finance leaders are in a strong position to drive these efforts and create strategic value for their organizations. Emerging ESG standards and frameworks Organizations operate in an increasingly complex regulatory environment.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Compliance Profit and Loss 52

Centage

JANUARY 19, 2024

It involves the meticulous planning and budgeting of funds across various facets of the organization, such as departments, projects, or physical locations. Reducing reliance on manual data analysis and automating cost allocations significantly improves efficiency and speed. This is where automation comes into play.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Numbers 52

Centage

DECEMBER 13, 2021

Now more than ever, FP&A teams need to forecast, budget and plan on a monthly, and sometimes even a weekly, basis, but for many, that’s a tall order, especially if they rely on spreadsheets to reforecast and provide strategic advice on a regular basis. Data-Driven Planning Process. Watch Demo.

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 84

Centage

JUNE 28, 2022

Knowing the timing, amount and predictability of future cash flows with cash flow forecasting should be an essential component of the budgeting and planning process at all companies – not just high-growth and highly leveraged companies – in a weak economy. . Your company may have limited resources for borrowing capital quickly.

Cash Flow Forecasting 52

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

The Charity CFO

NOVEMBER 2, 2023

The best organizations undertake a dedicated, carefully planned campaign to make the most of the opportunity. Setting Goals and Planning in Advance Getting started requires a clear picture of where you want to go with the campaign. Leaders should develop a multi-channel marketing plan that can reach potential donors wherever they are.

Nonprofit 52

Nonprofit CFO Leverage Data Analysis 52

Planful

MAY 27, 2015

How to drive operations improvements: Focus and leverage the “catalyst” in the business, focus on driving growth. Pursue acquisitions that provide value, add to and leverage the “platform”. Key traits of CFO in private equity company: Be objective, data-oriented. Track key metrics, managing and reducing costs where needed.

CFO 40

CFO Auditing Data Analysis Forecasting 40