Future CFO

AUGUST 21, 2023

Mark D McDonald “Just like any disruptive technology throughout history, AI will inevitably displace and replace some roles and skills, but new roles, skills, and opportunities will also emerge." What level of maturity in terms of experience at work and in the use of technology should a finance person have for AI to make a difference?

Finance 98

Finance Compliance Data Analysis Leverage 98

Spreadym

JULY 21, 2023

Digital transformation in finance refers to the process of integrating digital technologies and innovations into all aspects of financial services and operations within a financial institution or organization. What is a Goal of Digital Transformation in Finance?

Finance 52

Finance Prioritization Compliance Leverage 52

Future CFO

NOVEMBER 15, 2023

Ervina Waty : Here are some key changes that CFOs might need to put in place: Enhanced Data Governance and Quality Control CFOs should implement stronger data governance practices to ensure the accuracy, consistency, and integrity of financial data.

Financial Planning and Analysis (FP&A) 52

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

https://trustedcfosolutions.com/feed/

MARCH 30, 2023

Less Stress Leads to More Success: Why a Faster Monthly Close Is Key Faster and more accurate closing cycles ensure your advisors, CFOs, and controllers have up-to-date financial data to base important decisions. Regularly reconcile accounts: Instead of waiting until the end of the month, reconcile your accounts regularly.

Leverage 62

Leverage Financial Data Accounting Communication 62

The Finance Weekly

FEBRUARY 21, 2024

This approach not only revolutionizes financial processes like reporting, budgeting, and forecasting but also significantly reduces the IT department's workload. This unique blend of comfort and advanced technology ensures finance teams can operate within a known environment while accessing the benefits of modern financial software.

Finance 40

Finance Benchmarking Data Analysis Leverage 40

Future CFO

APRIL 3, 2023

Leveraging data to offer informed decisions Going beyond RPA, the shift to the cloud and vast amounts of data now available means CFOs have an opportunity and expectation to broaden their focus to not only improve the bottom line, but to also contribute to the top line by leveraging data to provide actionable business insights.

Finance 96

Finance CFO Forecasting Leverage 96

The Charity CFO

APRIL 1, 2024

Implementing technology into your nonprofit accounting process can help solve a variety of issues—from tracking receipts to properly recording donations. In most cases, technology helps improve the efficiency and accuracy of nonprofit accounting. You’ll need to use the right technology systems to get these benefits.

Nonprofit 52

Nonprofit Accounting CFO Accounts Payable 52

PYMNTS

DECEMBER 29, 2020

Consumer Bank Chief Digital Officer Mike Naggar said the FI aims to provide customers "a choice, convenience and control of their financial data. WEX Talks Bank Partnerships To Advance B2B Payments. Radius Bank Ramps Up SMB Services With Narmi.

Cash Flow Forecasting 123

Cash Flow Forecasting B2B Startups Financial Data 123

Future CFO

FEBRUARY 25, 2024

Blair Robinson Reimagine Finance Operations The CFO has the opportunity to leverage technology, data, and insights to model future business options and to critically analyze prior decisions. Considering all these, Kuralay and Robinson give tips to ensure that CFOs are future-ready for the business.

CFO 52

CFO SAP Finance Cash Management 52

CFO Share

DECEMBER 13, 2023

We understand the importance of precise financial data. Leverage technology. Our team uses the best technology on the market to be efficient while protecting your privacy. Accurate bookkeeping isn’t just a necessity—it’s the backbone of strategic decision-making. Relying on luck is not an option.

Auditing 52

Auditing Communication Leverage Accounting 52

https://trustedcfosolutions.com/feed/

FEBRUARY 11, 2023

Leverage AI-Powered Technology The AI-powered technology of Sage Intacct is adding real value to accounting teams by analyzing and interpreting large amounts of data quickly, efficiently, and accurately. Scan thousands of journal entries in seconds based on specified parameters and build trust in your numbers.

Accounts Payable 62

Accounts Payable Reconciliations Leverage CFO 62

Future CFO

SEPTEMBER 21, 2023

However, we may belittle it as a product of the late 70s technology, the spreadsheet remains a preferred first tool for organising ideas into some order – whether it is a list of people attending an event or expenses. Integration improves data accuracy, real-time changes, workflow, and repetitive spreadsheet activities.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Planning Technology 98

Future CFO

JANUARY 25, 2024

According to Wong, CFOs in Southeast Asia are facing increased pressure to drive cost efficiencies and hit short-term earnings targets, which may impact areas that are also priorities for long-term value, such as technology innovation or transformation.

CFO 94

CFO Finance Leadership Investments 94

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. Businesses are really seeking ways to harness data to leverage their data.

Finance 98

Finance CFO Forecasting Leadership 98

The Finance Weekly

MARCH 5, 2024

Next, came a new solution, Datarails Connect , which leverages Excel's success to transform it into a kind of self-service BI solution, enabling finance professionals to become truly independent by connecting their entire data stack to Excel in a simple and self-service manner.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

The Finance Weekly

DECEMBER 22, 2022

As the outlook for the 2023 economy becomes more uncertain, finance professionals are looking to invest in technology that increases organizational efficiency and contributes to strategic decision-making. Not all companies will have the same technology needs, and the focus of technology investment may vary.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

JULY 28, 2019

The London Stock Exchange Group ( LSE ) has revealed that it is in discussions to acquire financial data analytics provider Refinitiv Holdings for $27 billion. Refinitiv head David Craig will continue leading the financial data firm as an independent brand within LSE. Refinitiv had $12.2

Benchmarking 43

Benchmarking Financial Data Leverage Technology 43

FISPAN

JANUARY 12, 2022

How FISPAN sees the importance of data and how to grow beyond the point of data aggregation. How data will be delivered and received from FISPAN and the third-party partners we work with. Financial institutions (FIs) are under pressure to drive innovation in financial data access for the commercial banking space.

Reconciliations 96

Reconciliations Banking Securities Leverage 96

The Finance Weekly

FEBRUARY 8, 2023

Furnari previously served as Vice President of Finance at Dynatrace, a global technology company. He has also held financial leadership roles at Nuance Communications, Wyless, and Mimecast. As a CFO, success requires a broad understanding of business operations, technology trends, and regulatory requirements.

CFO 52

CFO Prioritization Finance Communication 52

Collectiv

AUGUST 18, 2022

Financial planning and forecasting go far beyond just day-to-day budgeting. By analyzing existing financial data, planners are able to create detailed models to predict future performance. This type of financial planning also considers broader social and economic trends and how they will affect the business.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

DECEMBER 1, 2020

Kim Vodicka, vice president of commercial operations at Dell Financial Services, a division of Dell Technologies that provides financing solutions to businesses’ corporate and consumer clients, told PYMNTS , “APIs are becoming a very common request in the payment space. It’s making a major difference.

Treasury 64

Treasury Accounts Payable B2B Invoicing 64

Future CFO

MARCH 1, 2023

To create more business impact, finance functions may need to reimagine their strategy, leadership, operating model, talent and/or technology ,” said the analyst. Finance leaders who want to stay competitive need to adopt the necessary technologies to prepare for and overcome upcoming challenges.

Finance 91

Finance Benchmarking Compliance SAP 91

Spreadym

JUNE 27, 2023

Budgeting involves allocating resources and setting financial targets for various departments or business units within the organization. Financial Analysis: FP&A professionals conduct in-depth analysis of financial data to assess the organization's performance and identify areas for improvement.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

FEBRUARY 5, 2020

The ACH payments and financial data exchange nonprofit NACHA is developing a digital platform to streamline payments by facilitating data sharing via a centralized hub, NACHA announced Wednesday (Feb. The NACHA Phixius platform enables connected service providers to securely exchange payment-related data.

B2B 52

B2B Nonprofit Leverage Financial Data 52

PYMNTS

NOVEMBER 4, 2016

In B2B payments, that can mean discontent in the way traditional banks and FIs do business or a need for disruptive technologies to come to market faster than banks can offer. Deals were made with B2B invoicing and payments firm Viewpost, as well as health care blockchain company Gem and natural language search technology company ClearGraph.

Treasury 79

Treasury B2B Leverage Reconciliations 79

The Finance Weekly

OCTOBER 21, 2021

Collaborative technologies and virtual worksites have also generated greater potential around off-cycle reporting and self-service. Finance leaders should understand that there is a broader shift in needs and capabilities as CFOs become more integrated within the C-suite, armed with better financial insights and larger strategic thinking.

Corporate Finance 97

Corporate Finance Finance Concentration CFO 97

PYMNTS

SEPTEMBER 27, 2017

26), FloQast announced news of the launch of Cloud Connect, a solution that provides near-real-time access to financial data held within in-house ERP systems. The firm said that Cloud Connect enables accounting teams to use existing cloud infrastructure to sync financial data stored in on-premise ERP systems into the cloud.

Reconciliations 40

Reconciliations Financial Data Leverage Accounting 40

PYMNTS

DECEMBER 8, 2020

The top banking and insurance watchdog in China is looking to crack down on the perceived Big Tech monopoly of financial data and further curb abuses of power, and will especially examine the “spillover” cross-sector between financial and technology. Report: Digital Lender SoFi Eyes IPO Via SPAC.

Startups 52

Startups Economics Compliance Forecasting 52

PYMNTS

OCTOBER 29, 2018

More than 670 professionals at mid-sized and large firms were asked about how they collaborate with human resources and IT departments, both areas of the enterprise that have significant impacts on financial management.

CFO 58

CFO Corporate Finance Finance Risk Management 58

PYMNTS

APRIL 2, 2020

Big Data analytics reached a market valuation of $29.87 billion by 2025, with banks of all sizes leveraging such capabilities. Data analytics can give banks valuable insights into their customers’ financial lives and help them offer tailored financial products. billion in 2019 and is projected to total $62.1

Banking 94

Banking Risk Management Credit Risk Valuation 94

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

Michigan CFO

JUNE 7, 2023

CFOs play a pivotal role in strategic decision-making, ensuring the financial health and stability of the business. Evolution of the Virtual CFO Concept With the rise of remote work and advancements in technology, the concept of a virtual CFO has gained significant traction.

CFO 52

CFO Problem Solving Budgeting Communication 52

PYMNTS

FEBRUARY 5, 2018

The discussion around sharing financial data today is most often in reference to major industry happenings, like PSD2, Open Banking and the sudden influx of APIs in the financial services space. Information technology (IT), whose professionals juggle more than 10 apps in the workplace, on average. released last year.

Finance 43

Finance Financial Data Invoicing Communication 43

PYMNTS

OCTOBER 30, 2019

The Capital Machine — its automated investing solution — underwrites companies’ financial data automatically for funding up to $50 million in less than 24 hours, Co-Founder and CEO Blair Silverberg said. New York-based FinTech startup Capital , an alternative financing company for startups, launched on Wednesday (Oct.

Startups 40

Startups B2B Investments Leverage 40

PYMNTS

NOVEMBER 29, 2018

. “Open Banking provides banks an opportunity to use platform ecosystems to deliver more and better services, including helping their [SMB] and large corporate clients extend their market reach and leverage cutting-edge banking services.” ” Not everyone is convinced of the benefits of Open Banking efforts, however.

Banking 56

Banking Financial Data Investments Cash Management 56

PYMNTS

JUNE 13, 2018

Founded in 2012, Tink debuted its AI and machine learning-focused digital banking platform the following year to give customers better financial insights. In a recent interview, Hedberg told PYMNTS how Tink began to shift its focus toward becoming not just a consumer-facing bank, but also a technology company.

B2B 46

B2B Financial Data Banking Technology 46

Future CFO

JULY 29, 2020

Moreover, with finance teams being constantly targeted by fraudsters, CFOs need to protect their own data that contains customers' and employees' Personal Identifiable Information (PII) as well as the company's financial information. They have the responsibility to ensure that their sensitive information and financial data are secured.

CFO 52

CFO Securities Leadership Economics 52