Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

Future CFO

AUGUST 1, 2023

The rise in digital transformation (DX) initiatives and the adoption of mobile technologies have also contributed to the demand for cloud-based financial applications in Asia/Pacific. Companies are increasingly seeking secure and compliant solutions to manage their financial data.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

The Finance Weekly

MARCH 25, 2024

His main job is to handle all money matters at SoFi, like planning, accounting, and dealing with investors. His main gigs included handling all the financial operations like accounting and financial planning, crafting financial strategies to boost the business, and managing relationships with investors and banks.

CFO 97

CFO Finance Forecasting GAAP 97

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

PYMNTS

JULY 5, 2017

For a chief financial officer (CFO), having technology — from ERP systems to cloud accounting and cash forecasting tools — has become paramount when deploying a successful growth strategy. “Companies still rely too much on Excel for reporting,” Born explained. These facts can be audited back to the source.

Financial Data 52

Financial Data Auditing Financial Reporting CFO 52

Centage

JUNE 7, 2022

Once upon a time the role of CFO was focused on backward-looking data. However, these days, chief financial officers do a great deal more than financial reporting. Keep reading for best practices for impressing owners and employees alike as a new chief financial officer.

CFO 97

CFO Forecasting Budgeting Data Analysis 97

Beacon CFO Plus

NOVEMBER 30, 2023

Define Roles and Responsibilities: The CFO typically focuses on financial strategy, planning, and management, while the accounting firm handles compliance, audits, and financial reporting. The CFO should work closely with the accounting firm to provide the necessary information for audits and reporting.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

The Charity CFO

MARCH 22, 2024

Types of Data for Nonprofits The types of data a nonprofit might use for decision-making can vary between organizations. Most nonprofits will use at least one of three types of data: Financial data: Financial data includes any data relating to the finances of the organization, such as revenue or expense data.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Boston Startup CFO

FEBRUARY 1, 2023

Preparing for fundraising If you are planning to raise funds for your startup, there are many pitfalls and unknowns. A fractional CFO can provide significant value to the process by: Developing a financial plan : A financial plan is a key component of any fundraising effort.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

Centage

NOVEMBER 27, 2023

Nowhere is that more apparent than in financial planning. Budgeting and financial forecasting are two of the most important business activities for nonprofit FP&A. There are innovative ways to solve the five biggest challenges to financial planning faced by nonprofits today.

Nonprofit 40

Nonprofit Budgeting Forecasting Planning 40

Beacon CFO Plus

SEPTEMBER 27, 2023

These are just a few reasons to consider working with a seasoned part-time CFO as you launch your business: Financial Strategy and Planning: Startups often lack the financial expertise needed to develop sound strategies and plans for sustainable growth.

Startups 52

Startups Compliance CFO Financial Modeling 52

Future CFO

DECEMBER 14, 2023

AI technology enables CFO consultants to not only pinpoint financial management issues but also to anticipate them. With these advanced predictive capabilities, AI tools can sift through massive datasets, detect trends, and forecast potential financial outcomes with high accuracy. Automating routine financial tasks.

CFO 52

CFO Problem Solving Strategic Planning Forecasting 52

Centage

NOVEMBER 1, 2023

Financial planning is a crucial part of sustaining and growing your business. And financial management doesn’t stop once the annual budget is approved. Financial statements allow the business to periodically reflect on how the business is doing in relation to its plan. This is the budget vs actual statement.

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 7, 2021

This is what only looking at traditional financial reporting is like. But without digging into more underlying data, it’s difficult to get a complete picture on why. Recently, Centage’s Planning Maestro was named to Data Magazine’s list of 101 Most Innovative Business Intelligence Startups & Companies in Massachusetts.

Finance 52

Finance Data Analysis Forecasting Budgeting 52

CFO Share

JULY 27, 2023

AI Advantages and Opportunities for CFOs AI presents key advantages and opportunities for CFOs: AI Enhanced Data Analysis AI enables CFOs to analyze large volumes of financial data quickly and accurately, uncovering valuable insights for decision-making.

CFO 40

CFO Data Analysis Analyzing Data Risk Management 40

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team.

CFO 52

CFO Problem Solving Budgeting Communication 52

PYMNTS

MARCH 4, 2020

The enterprise resource planning ( ERP ) system has been a staple of corporate finance operations for years, acting as a central repository of data and a hub to initiate a range of processes, from accounting to procurement. He pointed to financial reporting as one example of this shift. Modernizing the ERP.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

Collectiv

JUNE 13, 2023

A well-organized financial report also helps you communicate your impact, explain your needs, identify opportunities, and inform timely and accurate decisions. Using Power BI for nonprofit data enables you to visualize financial data, customize reports for different audiences, and distribute them automatically.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

Cube Software

AUGUST 29, 2023

The GL serves as the cornerstone for all financial reporting and procedures, establishing the framework for financial data management. It offers a wide range of functionality, including accounting support, customer relationship management (CRM), financial software, inventory management, order management, and more.

General Ledger (GL) 52

General Ledger (GL) General Ledger Financial Data Financial Reporting 52

CFO Leadership

OCTOBER 10, 2023

AI driven automation is expected to extend to more complex tasks such as, audits, risk management, and financial planning and analysis. Whether ChatGPT applications could pass a SOC-1 audit, a crucial certification for control over financial reporting, remains to be seen. With a large and diverse enough data set (e.g.

Finance 95

Finance Accounting Auditing IFRS 95

CFO News Room

DECEMBER 16, 2022

As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial Reporting Skills.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

The Finance Weekly

OCTOBER 15, 2023

Smarter Decision-Making By using AI-generated insights, CFOs can make informed decisions based on real-time and accurate financial data. This improves forecasting and helps in , managing risks better , leading to better choices. This frees up time for CFOs to focus on more important tasks.

Financial Data 52

Financial Data Securities Finance Compliance 52

Spreadym

JUNE 19, 2023

Here is a general process for effective cash flow management: Establish a Cash Flow Forecast: Begin by creating a cash flow forecast, which estimates the expected cash inflows and outflows over a specific period (e.g., This forecast serves as a baseline for monitoring and planning your cash flow.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

Collectiv

MAY 22, 2023

We live in a data-driven world. Accurate and timely business intelligence (BI) is critical to effective planning and forecasting. But organizations face many challenges in their data journey because every facet requires specialized knowledge and expertise to devise the best solution.

Forecasting 52

Forecasting Planning Healthcare Sales 52

CFO Leadership

OCTOBER 18, 2023

AI driven automation is expected to extend to more complex tasks such as, audits, risk management, and financial planning and analysis. Whether ChatGPT applications could pass a SOC-1 audit, a crucial certification for control over financial reporting, remains to be seen. With a large and diverse enough data set (e.g.

Finance 52

Finance Accounting Auditing IFRS 52

The Charity CFO

MAY 11, 2023

Properly evaluate each company and their credentials before letting go of your financial data. Security Concerns The financial data of an organization is incredibly sensitive. Do You Struggle to Make Sense of Your Financial Statements? Timeliness and Accessibility Access is another common fear. Get the free guide!

Nonprofit 52

Nonprofit Communication Auditing GAAP 52

The Charity CFO

NOVEMBER 23, 2022

They are responsible for the financial health of the organization. They create and maintain financial records, prepare financial reports, and oversee the organization’s budget. This background helps them provide oversight for and manage all forecasts, budgets, and investments for the organization.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

The Finance Weekly

NOVEMBER 8, 2022

From accounting and payroll management to budgeting and forecasting, finance is the reason and numbers behind every bit of data that passes through the organization. The second option provides better priced plans and/or caters to different target audiences to ensure there will be a good option for any size or type of business.

Financial Planning and Analysis (FP&A) 98

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

Spreadym

NOVEMBER 16, 2023

The best Financial Planning and Analysis (FP&A) software typically offers a range of features designed to help organizations effectively manage their financial performance. Users can input data, make adjustments, and project future financial scenarios.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Planning Budgeting Financial Modeling 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. What is financial reporting software?

Financial Reporting 52

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

Planful

JANUARY 11, 2022

Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth. This was great for business but led to increasingly long financial reconciliation times. What does this all mean?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Centage

JANUARY 17, 2023

Between a volatile stock market, high interest rates, supply chain issues, inflation, and a possible recession, having a solid financial planning process in place is an important piece of sustaining your business through challenging times. Today’s business leaders are facing unprecedented uncertainty. Was it a salesmanship issue?

Financial Planning and Analysis (FP&A) 98

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

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. With these spreadsheets, you can store, organize and analyze valuable data.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Planful

AUGUST 30, 2016

To gain a better sense of the pulse of the market, earlier this year Planful sponsored a survey that was executed by Radius Global Research. 22% of respondents (27% in large companies) said Improve Financial and Operational Planning. 30% – Continual Planning Processes (rolling forecast).

Finance 40

Finance Budgeting Forecasting Planning 40

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. With its widespread use, some businesses may see Excel as their only solution for corporate financial planning.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

Spreadym

SEPTEMBER 27, 2023

Spreadym : Spreadym is a Corporate Performance Management platform that combines the flexibility of Excel spreadsheets and the high-productivity of data analytics. Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document.

SAP 59

SAP Budgeting Forecasting Auditing 59

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Why Businesses Use Spreadsheets for Financial Forecasting. Risk of Errors.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52