The Finance Weekly

JANUARY 5, 2025

With over 200 integrations (think ERP and CRM systems), its built to streamline financial data management, budgeting, forecasting, and more. Personalized financial recommendations. Higher initial investment. Data Privacy Concerns : Handling sensitive financial data requires robust security protocols.

Finance 52

Finance Budgeting Financial Data Forecasting 52

The Finance Weekly

JANUARY 19, 2025

Predictive Analytics - AI uses past data to predict future events, helping businesses prepare effectively. These technologies allow AI to quickly analyze large amounts of financial data, spot patterns, and trends, and provide helpful insights. For example, it can find links between investments and market changes.

Planning 52

Planning Analyzing Data Financial Data Risk Management 52

The Finance Weekly

FEBRUARY 23, 2025

Financial tracking also helps adjust investments, such as identifying underperforming products and reallocating resources accordingly. Improve steps by doing this: Monitor real-time financial performance to stay on track. Budget approval ensures financial stability, prevents unnecessary expenses, and keeps projects on schedule.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

OCTOBER 30, 2024

It’s really a strategy for handling the money coming in and going out of an organization, making sure there’s enough liquidity to pay bills, invest, and handle any unexpected expenses. Effective cash management is a cornerstone of financial health for businesses of all sizes. Why Do Businesses Need Cash Management Solutions?

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

Future CFO

MARCH 3, 2025

This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. The ability to analyse data, identify insights, and communicate those insights effectively is highly valued.

Finance 69

Finance Communication Leadership Profit and Loss 69

Future CFO

DECEMBER 4, 2024

Wong says the ability to connect financial insights to the broader business landscape is crucial. “A A great finance leader sees the bigger picture, understanding how financial data aligns with organisational goals and drives growth. “I believe impactful leaders empower others to grow, creating strong, capable teams.”

Finance 98

Finance Leadership Problem Solving Benchmarking 98

CFA Institute

OCTOBER 10, 2023

Joseph Simonian, PhD, is senior investment strategist at Scientific Beta. He is a noted contributor to leading finance journals and is also a prominent speaker at investment events worldwide.

Marketing 52

Marketing Financial Data Investments Finance 52

Musings on Markets

DECEMBER 11, 2024

It has sometimes got me some blowback, when I expressed my views about value investing being rigid, ritualistic and righteous and the absolute emptiness of virtue concepts like ESG and sustainability, but so be it. I am a natural dabbler, and I enjoy looking at big financial questions and ideas from multiples perspectives.

Valuation 125

Valuation Corporate Finance Finance Investments 125

CFO Talks

FEBRUARY 5, 2025

This isnt always easy, but looking at past financial data and market trends can help create more accurate estimates. Steps to Creating a Budget That Works Creating an accurate budget starts with looking at past financial records.

Budgeting 52

Budgeting SAP Financial Data Planning 52

CFO Talks

APRIL 17, 2025

The Strategic Power of Information Financial leaders sit at the intersection of every major business decision. Whether it’s expansion into a new market, investment in digital infrastructure, or rationalising product lines, information is the common currency that enables sound judgement.

CFO 52

CFO Compliance Finance Currencies 52

Global Finance

JUNE 9, 2025

By using AI to extract and quantify information from investment reports, the bank can tailor analyses to meet the needs of institutional clients. The technology uses a generative AI conversation assistant in Microsoft Teams, analyzing raw financial data to produce personalized insights for Brazilian micro and small businesses.

Compliance 59

Compliance Banking Economics Leverage 59

CFO Talks

NOVEMBER 27, 2024

Review existing data: Look at your company’s historical trends, current financial data, and market research. Even if the data isn’t perfect, it can give you a starting point. If you’re uncertain about future sales, you could delay large investments until more information is available. What information is missing?

CFO 52

CFO Budgeting Forecasting Communication 52

CFA Institute

AUGUST 19, 2024

Joseph Simonian, PhD, is senior investment strategist at Scientific Beta. He is a noted contributor to leading finance journals and is also a prominent speaker at investment events worldwide.

Economics 52

Economics Financial Data Investments Finance 52

CFO Talks

NOVEMBER 29, 2024

Learning to analyse financial data with a strategic lens, understanding broader business impacts, and identifying potential risks are essential skills for any future CFO. How do you balance your personal and professional life?

CFO 95

CFO Auditing Leadership Finance 95

CFO Talks

JUNE 3, 2025

The CFO is not just the gatekeeper of financial data. And for CFOs who want to lead beyond the spreadsheet, it is one of the smartest investments you can make. Before You Forecast the Future, Figure Out Who You Are! In this high-stakes space, your technical expertise will get you a seat at the table. It is a practice.

Forecasting 52

Forecasting Leadership CFO Numbers 52

E78 Partners

DECEMBER 12, 2024

By integrating tools for data-driven decision-making, operational automation, and portfolio management, E78 enables private equity firms to optimize every phase of the investment lifecycle. This strategic use of Analytics and AI extends beyond the deal phase.

Technology 52

Technology Compliance Leverage Valuation 52

Future CFO

FEBRUARY 14, 2025

New research from global data and cloud solutions company Hitachi Vantara found that while Asia is outpacing the world in AI adoption, poor data quality and security risks threaten to stall progress. According to him, strict access controls and encryption methods also play a crucial role in protecting sensitive financial information.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Global Finance

JUNE 9, 2025

Its DAX[AI]ON event last year brought together industry leaders, innovators, and experts to explore the transformative potential of Gen AI in the financial sector. Attending were 18 startups, 31 FIs, and representatives of government regulatory bodies, technology-solutions providers, and consulting and investment firms.

Startups 52

Startups Banking Compliance Investments 52

Global Finance

DECEMBER 27, 2024

They need to understand what capabilities and return-on-investment will be delivered. Leading technologies like AI, machine learning, and generative AI (genAI) promise improved financial forecasting, better data-driven insights, and greater efficiency via automation. CAGR to 2034. increase from last year.

Technology 111

Technology Finance Leverage Investments 111

Future CFO

MAY 11, 2025

Some are focused on managing tax risks, others on optimising cash flow, enabling new investments, or designing more efficient cross-border business structures. Its a real-world chess game where every move matters, and every piece - financial data, legal contracts, operational substance - must align under intense scrutiny and huge pressure.

Leadership 98

Leadership Auditing Education CFO 98

CFO Talks

JULY 16, 2025

They can ask sharper questions, spot inconsistencies quickly, and link financial insights to operational performance. Strategic Thinking Begins at Ground Level CFOs are expected to contribute to strategic decisions, from capital investment and resource planning to risk management and growth strategy.

Finance 52

Finance Leadership CFO Corporate Finance 52

E78 Partners

FEBRUARY 26, 2025

Overextended FP&A leaders with tactical burdens The Challenge: FP&A leaders often spend excessive time on manual data aggregation and spreadsheet maintenance, limiting their ability to provide strategic financial insights. Solution: Invest in automation tools to streamline reporting and free up FP&A capacity.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

CFO Talks

FEBRUARY 25, 2025

IFRS helps businesses gain investor trust by ensuring that their financial statements follow a globally recognised and respected standard. If an investor in Japan wants to invest in a UK-based firm, IFRS compliance reassures them that they can trust the numbers in the financial statements.

IFRS 52

IFRS Financial Reporting Compliance Accounting Standards 52

Future CFO

FEBRUARY 2, 2025

Implementation Budget and Costs: The investment (budget and resources) for implementing AI in finance, including technology refreshment, change management towards best practices and training, can be challenging for businesses in APAC, especially for small and mid-market companies.

Accounts Payable 52

Accounts Payable Accounting Invoicing CFO 52

E78 Partners

OCTOBER 30, 2024

A strategic FP&A capability built on the right infrastructure of data, insights & collaboration allow our clients to enhance forecasting, streamline budgeting, and adapt quickly to risk & opportunities that arise in the business. This approach helps eliminate these issues and enables more informed decision-making.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59

The Finance Weekly

FEBRUARY 26, 2025

Key capabilities include: Scenario Planning Compare various financial scenarios to assess business impact. Investment Planning Evaluate potential investments through dynamic modeling. Data Visualization and Reporting Prophix simplifies financial reporting with intuitive dashboards and customizable reports.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

FEBRUARY 12, 2025

Identify financial risks before they become major issues. Make informed investment and operational decisions. Without a proper forecast, businesses risk overspending, running out of cash, or making poor financial decisions that can harm long-term growth. Ensure that financial data is shared across departments.

Forecasting 52

Forecasting Budgeting Economics Planning 52

Global Finance

FEBRUARY 12, 2025

Technology has become the cornerstone of any strategy to attract and retain these younger generations, enabling firms to provide the digital experiences, data-driven personalization, and socially responsible investment options they expect. This is crucial for retaining clients as their financial needs evolve.

Compliance 52

Compliance Technology Communication Investments 52

CFO Strategic Partners

APRIL 14, 2025

Earn Spend Save Invest Borrow Earn – Keep your finger on the pulse of overall business performance by monitoring your earnings before interest, taxes, depreciation, and amortization (EBITDA). EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

The Charity CFO

MARCH 13, 2025

Keep Every Receipt, No Exceptions Whether its a small office supply purchase or a major equipment investment, maintain records of every expense. Maintain Detailed Financial Reporting Your nonprofits accounting system should allow you to generate detailed reports on every dollar spent.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

CFO Talks

MAY 27, 2025

From Scorekeeper to Strategist: How the CFO Role Has Changed Traditionally seen as the guardian of financial data, the CFO is now expected to be a multi-disciplinary leader. Balancing Wellbeing and Financial Performance Can CFOs afford to invest in employee wellbeing? Farrell says yes, but with a caveat.

Leadership 52

Leadership CFO Finance Communication 52

Bramasol

JANUARY 15, 2025

Although these topics have been on our radar in past years, the outlook for 2025 holds a common thread as the accumulated innovation and investment in each of these areas morphs into tangible acceleration, scalability and productivity payoffs going forward. We firmly believe that knowledge and skills are important.

SAP 109

SAP Compliance Leverage B2C 109

The Finance Weekly

FEBRUARY 22, 2025

Industry-Specific Templates Pre-built financial planning models for multiple industries. Cons High Implementation Costs Requires significant investment in setup and customization. Many appreciate the platform's ability to centralize financial data, effectively reducing the reliance on manual spreadsheets.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

The Charity CFO

DECEMBER 23, 2024

Tracking specific metrics helps nonprofits see how well theyre doing in areas such as: Fundraising Marketing Program delivery Operational efficiency Overall impact In turn, KPI data helps leaders make informed decisions, optimize resources, and build trust and accountability with donors and stakeholders. Thats where financial KPIs come in.

Nonprofit 52

Nonprofit Numbers Profit and Loss Concentration 52

CFA Institute

JUNE 26, 2025

He is the editor of The Journal of Portfolio Management , co-founder and co-editor of The Journal of Financial Data Science , and an editor of Annals of Operations Research. Fabozzi, CFA, is a professor of practice at Carey Business School at Johns Hopkins University. He received the CFA Institute Research Foundation’s James R.

Marketing 67

Marketing Economics Financial Data Communication 67

CFO Thought Leader

FEBRUARY 24, 2025

By championing technology that marries predictive power with secure financial data, Koefoed tells us he is helping steer OneStream toward a future where finance and AI intertwine. I was lucky to have great partners on the investment banking side, and my board has been fantasticI cant appreciate that enough.

CFO 40

CFO Forecasting Startups Investments 40

E78 Partners

JUNE 16, 2025

Early IT due diligence, followed by a structured integration plan, ensures scalability and data consistency from the outset. Inconsistent Financial Reporting and Controls: A lack of visibility into financial data, reporting cadence, or compliance frameworks can result in missed targets and stakeholder distrust.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Leadership Profit and Loss Communication 52