CFO Plans

DECEMBER 2, 2024

By scrutinizing financial statements and operational data, you gain insights into cost structures, pricing strategies, and market positioning. Data-Driven Growth Strategies for Hotels For hotels, growth strategies must be data-driven and aligned with market trends.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

Future CFO

JANUARY 22, 2025

For CFOs, this means managing financial data and utilising technology to provide insights that drive strategic decision-making. This capability allows organisations to respond swiftly to market changes, ensuring they remain relevant in an increasingly disruptive and competitive landscape.

Risk Management 98

Risk Management Compliance Finance Technology 98

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

CFO Plans

FEBRUARY 23, 2025

Discover how to transform your financial reports into investment magnets by aligning them with investor expectations. Clear, precise, and comprehensive financial reports that meet investor expectations are indispensable. Emphasizing robust financial performance and growth prospects is key.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

CFO Talks

FEBRUARY 5, 2025

Whether its the sales team, marketing department, or operations unit, having a clear budget ensures that each area of the business runs smoothly and efficiently. Understanding Business Unit Budgets A business unit budget is like a financial roadmap. Businesses should also consider market trendsare prices going up?

Budgeting 52

Budgeting SAP Financial Data Planning 52

Global Finance

DECEMBER 16, 2024

As AI is piloted and adopted across all aspects of the personal and business banking landscape, Global Finance held a Digital Banking and AI Innovation panel in London with global financial industry leaders to explore the impact of new technologies and how to incorporate them in a way that creates a win-win for all stakeholders.

Banking 105

Banking Finance Leverage Technology 105

The Finance Weekly

FEBRUARY 23, 2025

Businesses that integrate analytics into their planning can align operations with financial goals. For example, if a company aims to expand online sales, FP&A teams analyze marketing costs and expected revenue to determine budget allocations. Present financial data with clear charts for faster decision-making.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

JANUARY 4, 2025

Wall Street Journal ) 200 Years of Market Concentration : Is this trend an anomaly or part of an ongoing pattern in the stock market? To answer this question, we have collected data on the concentration of the US stock market over the past 235 years, from 1790 until the present.

Concentration 95

Concentration Advertising Financial Data Marketing 95

Global Finance

DECEMBER 26, 2024

With FX risk management, adaptability is critical because every company has its own risk profile shaped by its market, currencies, and business model. GTreasurys modular architecture allows treasurers to focus on what matters most: building a strategy that adapts to market changes without unnecessary complexity.

Treasury 59

Treasury Risk Management Currencies SAP 59

Global Finance

DECEMBER 27, 2024

Deirdre Ryan, global finance transformation leader at EY, says many EY clients have tested these technologies and developed proofs of concept, often in finance, marketing, and product development. Its also an equalizer when it comes to transformation, and on the third end, its an incredible disruptor to this as well.

Technology 111

Technology Finance Leverage Investments 111

CFO Talks

FEBRUARY 20, 2025

The real value lies not in reporting the past but in questioning, interpreting, and challenging financial data to drive better decisions for the future. Financial reports are produced the same way they have always been. Yet, in many organisations, the status quo remains unchallenged.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

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. Data Privacy Concerns : Handling sensitive financial data requires robust security protocols. Key Features Generative AI chatbot (FP&A Genius) for real-time insights.

Finance 52

Finance Budgeting Financial Data Forecasting 52

CFO Talks

MARCH 5, 2025

Listed companies (on the stock exchange) They must meet strict financial disclosure rules, often set by stock market regulators like the JSE (Johannesburg Stock Exchange). To make sure everything aligns: Set up strong internal processes Have a clear system in place for collecting and verifying financial data.

IFRS 52

IFRS Auditing Compliance Financial Data 52

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. Wong adds that it is about anticipating change and making informed, forward-thinking decisions.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

PYMNTS

JANUARY 26, 2021

marked its third anniversary of adopting its open banking framework, making it the leading market to drive the concept of unlocking customers’ bank account data for integration with third-party solution providers. Last week, the U.K. where there is no open banking regulatory mandate.

Banking 142

Banking Reconciliations Financial Data B2B 142

CFO Talks

NOVEMBER 27, 2024

Whether it’s market disruptions, new regulations, global events, or unexpected crises, Chief Financial Officers (CFOs) are often the ones steering the ship through stormy seas. Review existing data: Look at your company’s historical trends, current financial data, and market research.

CFO 52

CFO Budgeting Forecasting Communication 52

Future CFO

FEBRUARY 14, 2025

Matthew Hardman "Unlike static AI models, RAG combines large language model (LLM) responses with live data sources to ensure the most current insights," he explains. For example, if you ask a free AI model like ChatGPT about yesterdays market trends, it may only provide information based on its last training update."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

The Finance Weekly

FEBRUARY 26, 2025

With global economies bracing for uncertainty in 2025 , financial teams are under pressure to adapt faster than ever. Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 23, 2022

after Citigroup was told it must address weaknesses in its management of financial data by U.S. after Morgan Stanley downgraded it to equal weight from overweight, citing a more challenging capital market environment that could hurt the company in the medium term. banking regulators. ConocoPhillips also dipped 3%.

Profit and Loss 130

Profit and Loss Financial Data Retail Sales 130

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. The company is focusing on users that may be underbanked, lacking traditional bank accounts.

Cash Flow Forecasting 123

Cash Flow Forecasting B2B Startups Financial Data 123

Musings on Markets

DECEMBER 11, 2024

If you are a business owner or operator, this class should give you the tools to use to make business choices that make the most financial sense. If you work in a business, whether it be in marketing, strategy or HR, this class is designed to provide perspective on how what you do fits into value creation at your business.

Valuation 125

Valuation Corporate Finance Finance Investments 125

Adam Kae

MAY 30, 2023

Greetings, digital marketing agency owners! Today, we delve into the captivating realm of financial automation and explore how it can revolutionize the way we manage our agency's finances. Supercharge Your Invoicing Process As a digital marketing agency, invoicing can be a tedious and time-consuming task.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

Future CFO

DECEMBER 19, 2024

Ninja Van has embraced Workday Adaptive Planning to centralise its finance and operations data, enhancing its budgeting processes amid rapid growth and new service launches. Now, with Workday's integrated approach, we have a single source of truth for financial data.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JUNE 24, 2020

through free market competition), on these shores the strategy of getting there seems to be settled in favor of acquisitions. And Tuesday (June 23), Mastercard said it struck a deal to buy Finicity , which provides access to financial data in real time, for $825 million. Visa bought Plaid earlier this year. said Vosburg.

Financial Data 105

Financial Data Banking Leverage Securities 105

Trade Credit & Liquidity Management

JUNE 9, 2025

Altman Z-Score: The Altman Z-Score is a formula that combines multiple financial ratios to assess the overall financial health and probability of bankruptcy of a company. It uses working capital, retained earnings, market value of equity, total assets, and total liabilities for its variables.

Manufacturing 52

Manufacturing Leverage Credit Risk Risk Management 52

E78 Partners

DECEMBER 12, 2024

Advanced data tools allow firms to simplify the due diligence process by assessing vast datasets with speed and precision, uncovering insights that were previously unattainable. With these capabilities, private equity consulting firms like E78 can maximize value creation for stakeholders while maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

PYMNTS

JANUARY 6, 2021

As it stands, 90 out of 100 people looking for a loan are likely to get rejected, Niparts said, because the banks lack the financial data needed to calculate the risk and were using very outdated methods trying to obtain it. So we're not talking about even some primitive APIs, it's the stone age, manual data exchange.”.

Analyzing Data 129

Analyzing Data Financial Data Banking Finance 129

CFO Talks

FEBRUARY 12, 2025

However, historical data alone is not enoughbusinesses must also consider current and future factors that could influence financial outcomes. Incorporate Real-Time Data and Market Trends While historical data provides a good starting point, businesses should also look at real-time data and industry trends.

Forecasting 52

Forecasting Budgeting Economics Planning 52

CFO Talks

JANUARY 8, 2025

If someone struggles with presenting financial data, offer tips, resources, or even a mentor to help them improve. For example, working with marketing on campaign budgeting can teach them how finance impacts other areas of the business. Constructive feedback is equally important.

Finance 52

Finance Budgeting Problem Solving Accounts Payable 52

PYMNTS

DECEMBER 27, 2020

While TIDAL doesn’t give out subscriber, user or financial data, its website claims to have more than 70 million songs and 250,000 high-quality videos in its catalog, along with original video series and podcasts. However, Square’s $102 billion market value is now more than twice the size of Twitter’s. Sound Is Booming.

Financial Data 139

Financial Data Marketing Numbers 139

Future CFO

MARCH 3, 2025

Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. The ability to analyse data, identify insights, and communicate those insights effectively is highly valued. The finance function is undergoing a seismic shift.

Finance 69

Finance Communication Leadership Profit and Loss 69

CFO Talks

APRIL 17, 2025

Market demand? 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

PYMNTS

NOVEMBER 23, 2020

There’s no shortage of consulting advice and press clippings that will state the importance of actionable data for companies as a selling, operational and marketing strategy. Big data, it used to be called. Rather, there’s a significant greenfield opportunity to develop new use cases for everyday financial life.

Banking 117

Banking Financial Data Nonprofit Education 117

Centage

SEPTEMBER 14, 2021

Compounded over many rows, even a simple mistake can lead to faulty financial data. Large or small business that use spreadsheets are taking a risk: Boeing leaked employees’ personal data in a hidden spreadsheet column. Siloed financial data can lead to false assumptions because insight isn’t based on a complete picture.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

Future CFO

NOVEMBER 17, 2022

With external pressures that are hard to predict, real-time visibility over financial data, processes and working capital will be key to survival, leading to greater pressure on CFOs and those who report into them, according to the research.

Finance 96

Finance Financial Data Economics Budgeting 96

PYMNTS

DECEMBER 14, 2020

Amid market volatility, organizations are finding it imperative to accelerate their accounts receivables while extending accounts payables and still maintaining positive buyer-supplier relationships. Most of the companies I talk to in the middle market will use one of the big ERPs and invariably pull the data into Excel.

Accounts Payable 123

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 123

Embark With Us

MARCH 20, 2025

Implement a unified financial reporting and ERP software tailored to healthcare needs. Ensure Consistent Financial Data Consistent financial data is another critical component of accurate reporting, analysis, and decision-making, all of which are crucial for supporting patient care initiatives.

Healthcare 52

Healthcare Auditing Compliance Leadership 52