Strategic Treasurer

FEBRUARY 7, 2022

Open Banking APIs Enhance Analysis Through Machine Learning-Powered Search. Host Craig Jeffery sits down with Joseph Drambarean, Chief Technology Officer at Trovata, to discuss how open banking APIs enhance financial analysis through machine learning-powered search. Watch Webinar.

Treasury 52

Treasury Banking Cash Management Financial Analysis 52

CFO Leadership

APRIL 2, 2024

Lessen the workload with technology Many accountants spend a large portion of their time doing basic, repetitive tasks rather than more strategic financial analysis. 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

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. Deciding whether to build, buy or partner How you bring AI technologies like generative AI into your finance and accounting operations depends on what you want to do — and what you can do.

Financial Planning and Analysis (FP&A) 115

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

CFO Talks

MARCH 14, 2024

No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Beacon CFO Plus

NOVEMBER 15, 2023

No matter your industry, you must keep up with ever-changing market competition, regulatory requirements, talent acquisition needs, and new technology adoption. If you manage an SME—referring to a Small and Medium-Sized Enterprise—you may look to a fractional CFO to provide strategic financial expertise and guidance.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

The Finance Weekly

APRIL 5, 2022

A big part of these changes is increased communication between technology teams and other business departments. The impact of data driven financial analysis goes well beyond its traditional role of budgeting and forecasting, and has the potential to contribute greatly as a forward thinking department for real-time decision making.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

MAY 22, 2024

Depending on the organization, a CFO may have many different responsibilities, including: Financial planning and budgeting Cash flow management Regulatory compliance Financial reporting to stakeholders Financial analysis and strategic direction Bookkeeping Overall, a CFO provides strategic financial planning and management.

Nonprofit 52

Nonprofit CFO Compliance Budgeting 52

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Best practices.

Finance 98

Finance CFO Forecasting Leadership 98

Centage

JANUARY 17, 2023

If, on the other hand, the office of finance has access to reporting and analytics tools with their accounting software that collates financial data from across the business, the financial analysis of the reasons for a positive or negative variance becomes clearer.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

MARCH 5, 2023

“Finance automation technology integrates machine learning and artificial intelligence for use in areas such as financial analysis, payroll administration, invoice automation, collections action, and preparing financial statements. Jenq Yang Khor What one lesson stands out from your experience?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Financial Analysis 98

Boston Startup CFO

FEBRUARY 1, 2023

Creating a cash flow forecast : A cash flow forecast is a projection of your expected cash inflows and outflows over a certain period of time. A CFO can help you create a cash flow forecast to give you a better understanding of your cash flow needs and help you plan for the future.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

Adam Kae

JANUARY 23, 2020

As well as competitors, keep up with industry trends and technologies. There are three main methods of financial analysis: horizontal, vertical, and ratio. Horizontal Analysis Investopedia describes this as comparing “data horizontally, by analyzing values of line items across two or more years.” ( Investopedia ).

Financial Analysis 52

Financial Analysis Finance Forecasting Numbers 52

PYMNTS

JANUARY 18, 2019

The companies will offer the integrated solution to financial institutions (FIs) so they can link their own corporate customers to the platform, the press release explained, adding that the technology can help businesses convert paper checks to virtual cards.

Accounts Payable 55

Accounts Payable Cash Flow Forecasting Invoicing Financial Analysis 55

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. The responsibilities of controllers today extend to more than just accounting and forecasting; FCs are now expected to engage in business administration and financial planning.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MARCH 1, 2021

Evaluating historical data alongside forward-looking financial statements can assemble a forecast that considers potential variations over time. FutureCFO: How can CFOs cut costs and prepare for economic uncertainty with data analytics and other emerging technology?

Finance 52

Finance Communication Financial Analysis CFO 52

The Finance Weekly

JANUARY 22, 2024

These degree programs include coursework that helps students develop analytical skills and learn financial analysis methods and software. Technical Skills CFOs acquire hard skills through formal education or certification programs, including expertise in accounting, budgeting, and forecasting.

CFO 52

CFO Education Communication Leadership 52

PYMNTS

FEBRUARY 27, 2018

Analytics technologies like machine learning, artificial intelligence (AI) and robotics process automation (RPA) turned cash flow forecasting into more of a science than it’s ever been. Of course, at the heart of this advancement is increased access to detailed financial data, but it’s not easy for everyone. In the U.S.,

Cash Flow Forecasting 40

Cash Flow Forecasting B2B Forecasting Financial Data 40

The Finance Weekly

JANUARY 31, 2022

Effective practices in this indispensable aspect of business can be defined by 4 categories; personal leadership, technological leadership, operational understanding, financial competency and strategic capacity. Technological leadership. This facet of financial leadership is particularly important in today’s peculiar context.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership IFRS Budgeting 52

Collectiv

NOVEMBER 16, 2021

The most valuable indicators of the financial health and position of an organization are the metrics that are tracked in financial statements—Balance Sheets, Profit and Loss Statements, Cash Flow Statements, Account Receivables, and more. Financial reporting is meant to give stakeholders an accurate depiction of a company’s finances.

Financial Reporting 75

Financial Reporting Profit and Loss Budgeting Analyzing Data 75

The Finance Weekly

JULY 31, 2023

They highlighted how AI technology is transforming the way finance and accounting teams work with data and make decisions. His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit. However, as technology progresses, the use of RPA expands beyond finance.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Adam Kae

OCTOBER 29, 2020

Models, Forecasts, Calculations, Oh My! Invest more in new technology? Put together a packet of information on your generic financial documents. Then, it's best to do some modeling and forecast the different acceptable scenarios based on your negotiations. Your Negotiation Strategy. Do you want to grow more? Pay off debt?

Math 52

Math Forecasting Leverage Investments 52

Spreadym

JULY 10, 2023

Automation and Technology: Leverage financial software and technology solutions to automate repetitive tasks, improve data accuracy, and streamline the close process. This flexibility enables businesses to configure the financial close reporting process to suit their specific needs.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

CFO News Room

JANUARY 18, 2023

This involves forecasting outcomes, assessing probabilities, and predicting market trends. With the increasing reliance on technology, these jobs are becoming increasingly important. . You can also become an independent agent, performing financial analysis and selling life insurance products to clients.

Leadership 130

Leadership Education Communication Problem Solving 130

Future CFO

OCTOBER 20, 2021

WD: Given the current pandemic and the technologies we have today, all of us need to transform ourselves. When I look for someone to join my team, I look at talent rather than age or gender. FutureCFO: What are some of the biggest challenges facing you as a CFO today, especially during this fluctuating pandemic?

CFO 52

CFO Leadership Finance Problem Solving 52

Future CFO

DECEMBER 7, 2020

ST: I’m reporting to the CEO and board of directors, providing leadership in all aspects of business and finance, including strategic planning, annual business plan, rolling forecast, financial management, treasury, regulatory reporting, internal controls, taxation, and procurement. All these are key to success.

CFO 52

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

CFO Talks

FEBRUARY 20, 2024

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. It helps you actually look into the future and forecast.

CFO 52

CFO Leadership Accounting Finance 52

Musings on Markets

JANUARY 9, 2021

Thus, an analyst who follows young technology companies may decide that paying ten times revenues for a company is a bargain, if all of the companies that he tracks trade at multiples greater than ten times revenues. Micro Data The focus of my data collection is understanding how companies are operating and how investors are pricing them.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52