CFO Simplified

MARCH 27, 2022

Increased Financial Planning and Analysis. CFOs make decisions based on data. A CFO can help your business by ensuring its financial data and reporting are in tip-top shape. Additionally, this will help any other C-level executives on board with data-driven decision-making. Prioritize the People.

CFO 98

CFO Planning Risk Management Prioritization 98

The Finance Weekly

FEBRUARY 8, 2023

To stay ahead of the curve, CFOs must , embrace technology and invest in digital transformation initiatives that drive innovation and efficiency in financial management. This includes utilizing cloud-based solutions, automating manual processes, and implementing real-time analytics tools to gain deeper insights into financial data.

CFO 52

CFO Prioritization Finance Communication 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

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. This allows for a personalized view of the financial data. Organize the dashboard into sections or tabs for different financial areas (e.g.,

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

PYMNTS

JANUARY 22, 2021

Getting data from the insurance companies — 50 percent of our patients pay with insurance — into our systems and reconciling that data is quite complicated.". Prioritizing Data Connectivity. "Not only are payments in the industry complex, but we deal with millions of payments a year," said Franco.

Healthcare 74

Healthcare Prioritization B2B Accounts Payable 74

KG Virtual CFO

OCTOBER 12, 2020

Utilize Financial Forecasting If you’ve never heard of financial forecasting, here’s a brief rundown. Financial forecasting can help you estimate your business’s future financial health by looking at past financial data and reports.

Budgeting 52

Budgeting Cash Flow Forecasting Prioritization Forecasting 52

Centage

SEPTEMBER 11, 2023

Gather the Data. Collect your company’s financial data, including the budgeted and the actual figures for the same timeframe. You must prioritize the ones that have the most significant impact on your business. We’ve laid the step-by-step process out below. Which Types of Variances Are Important to Analyze?

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

PYMNTS

AUGUST 31, 2020

As companies adjust their business models and prioritize risk mitigation, the corporate treasury offers a valuable, forward-looking view into financial futures. Some may say, 'data is the next oil,' but it can't be if the company doesn't have the platform to optimize its use.". "One Data aggregation is only the first step.

Treasury 74

Treasury Mergers and Acquisitions (M&A) Prioritization Investments 74

Centage

DECEMBER 7, 2022

The Planning Maestro App for QuickBooks Online Advanced provides a two-way sync of financial data between QuickBooks Online Advanced and Planning Maestro, resulting in improved efficiency, fewer manual processes, and greater confidence in data quality and integrity.

Budgeting 98

Budgeting Planning Forecasting GAAP 98

The Finance Weekly

MARCH 5, 2024

As anticipated, smaller companies with up to 150 employees tend to prioritize productivity. C,ash Management The Open Banking initiative has been a game-changer in the financial services sector by allowing third-party developers to access financial data through banking APIs.

Financial Planning and Analysis (FP&A) 52

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

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

JANUARY 11, 2021

This time around, the SBA is prioritizing underserved groups such as minority-owned businesses and will only accept applications from community financial institutions during the first two days after its loan portal opens, said Lendio CEO Brock Blake in an article for Forbes.

B2B 55

B2B Securities SAP Invoicing 55

PYMNTS

JANUARY 10, 2018

The exposed information didn’t include financial data or social security numbers. Wag has prioritized the security of our customers at each stage of the company’s development,” and has security processes and policies in place, the company said.

Prioritization 43

Prioritization Securities Financial Data Numbers 43

PYMNTS

DECEMBER 14, 2018

This week’s B2B venture capital roundup includes a slew of companies experimenting with enterprise data use cases. They include Internet of Things (IoT)-connected manufacturing machines, cross-platform financial data analysis, predictive analytics for inventory management and more. In all, more than $87.8

B2B 51

B2B Startups Treasury Financial Data 51

The Finance Weekly

FEBRUARY 20, 2022

To ensure your company's success, you'll need , sophisticated FP&A systems that prioritize cash. These innovative solutions can provide the insight needed to future-proof your company by ensuring you have synchronized financial data to begin the cash flow forecasting process and can employ what-if analysis with drill-down capabilities.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

AUGUST 27, 2023

These tools are reshaping the financial landscape by simplifying operations and eradicating manual tasks. Predict: Signals enhances the analytical capacity of an FP&A team, granting them the opportunity to prioritize efforts effectively. Moreover, it eliminates the need for specialized data science knowledge.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

APRIL 2, 2020

Fraud perpetrated against customers’ personal and financial data is a major challenge for all FIs, and the industry’s digital push into mobile banking is opening up new channels for both customer interactions and cybercriminals. CUs need to ensure that their operations are secured if they want to maintain member loyalty.

Planning 69

Planning Securities Prioritization Banking 69

Future CFO

AUGUST 3, 2021

Companies needed to prioritize the forecast components, to figure out what was more volatile. Financial teams have always had a unique vantage point: the financial data they deep dive into allows them to understand their organization's financial options and health. Automation offers new benefits.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

PYMNTS

JUNE 26, 2020

Data improvements can position the accountant to more quickly gain access to the critical performance metrics necessary to guide a company’s strategy going forward. And the opportunities to expand accountants’ value-add to their organizational clients continues to grow.

Accounting 52

Accounting Cash Flow Forecasting Invoicing Prioritization 52

PYMNTS

OCTOBER 30, 2020

Businesses also prioritize having up-to-date financial status data that will enable them to carefully oversee liquidity across all their various bank accounts and to make accurate decisions. Managing Cash Flow Reporting in B2B. On the consumer side, [cash flow reporting is] not a concern,” Carter said. “If

B2B 59

B2B Economics Prioritization Banking 59

PYMNTS

MARCH 27, 2019

Unfortunately, of course, landing the ability to adequately access and manage data within a financial institution is no easy task. As the global economy progresses in its recovery since the 2008 financial crisis, regulators’ pace of introducing new requirements for banks has slowed (for now).

Compliance 46

Compliance Banking Analyzing Data Prioritization 46

Spreadym

JUNE 8, 2023

Prioritize necessary expenses while being mindful of discretionary spending that can be reduced or eliminated to align with your financial goals. Gather Historical Data: Collect and analyze past financial data, including revenues, expenses, cash flows, and other relevant metrics.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

PYMNTS

FEBRUARY 15, 2019

The process through which organizations, like universities, gain that spend visibility — that is, being able to integrate financial data across platforms — opens doors to other opportunities in the higher education industry. Yet, the effort to gain a deeper view into spend isn’t simply to avoid those threats, Rotoli noted.

Education 49

Education Accounts Payable Reconciliations Prioritization 49

FPA Insider

FEBRUARY 16, 2020

Every organization stores a significant portion of their organization’s financial data on spreadsheets, such as forecast reports that are collected from different departments, budget data, P&L etc. This forces you to use Excel once again in order to consolidate data, and that just brings you back to square one.

Corporate Finance 52

Corporate Finance Finance Forecasting Analyzing Data 52

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. With cloud-based financial data and nearly unlimited processing power, multiple and complex scenarios can be generated instantly. 5 – Form an oversight and ethics committee.

Financial Planning and Analysis (FP&A) 40

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

PYMNTS

AUGUST 3, 2018

The benefits outweigh the burden of implementation, King said, and companies may be making a mistake by failing to prioritize adoption. According to King, some of the biggest opportunities in eInvoicing exist in the data digitization offers. “Having all of this data is benefitting companies.

Invoicing 40

Invoicing B2B Prioritization Accounting 40

Planful

OCTOBER 19, 2021

Organizations that don’t prioritize net-zero transition run the risk of having BlackRock voting against management and selling its shares. Shareholders rely on clear financial data to make informed decisions for the organization and CFOs are in the best position to offer that information.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

PYMNTS

MAY 25, 2016

Today, it is able to manage key business partner relationships, cash flow and financial data, and AP technology provides a deeper level of visibility into these areas than ever before, said the VP. The corporate world certainly is prioritizing speed, whether it be invoice processing, payments or any other aspect of an operation.

Accounts Payable 46

Accounts Payable Invoicing Prioritization Accounting 46

Spreadym

JUNE 19, 2023

Categorize and prioritize your expenses to identify essential versus discretionary spending. These features provide comprehensive visibility into your cash flow and help you make informed financial decisions. Manage Accounts Receivable: Monitor your accounts receivable closely, ensuring that customers pay their invoices on time.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

The Charity CFO

AUGUST 15, 2023

When you work in an environment that prioritizes these things, you’ll never have to wonder if everyone has the same goals. Additionally, a teamwork-focused environment reinforces the idea that everyone has a shared sense of purpose and is working towards a common goal to further the organization’s mission.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

Spreadym

AUGUST 8, 2023

Operating budgets are essential for guiding financial decisions and ensuring that an organization operates within its means. They are typically created by considering historical financial data, market trends, input from various departments, and managerial judgment.

Budgeting 52

Budgeting Prioritization Profit and Loss Construction 52

The Finance Weekly

FEBRUARY 11, 2024

Significantly, budgets for Accounts Payable (AP) and Accounts Receivable (AR) systems also grew by 29%, proving that CFOs are prioritizing CFO Tech Budgets. In the past, the AR teams used spreadsheets for managing data, which involved manual input and could result in errors. from 2022 with $47,758.

Accounting 52

Accounting Invoicing Accounts Payable Budgeting 52

PYMNTS

NOVEMBER 9, 2020

there are indications that the opening of data flows between financial services companies has led to strong innovation (and demand for that innovation), and more regulation may loom. 56 percent of consumers would like more control over their own digital data, according to studies. In the U.S., Morgan Chase.

Banking 114

Banking Financial Data Prioritization Economics 114

PYMNTS

MAY 4, 2020

Making anything move fast has historically been a challenge, he noted, although in recent years the company has seen progress in both the innovations pushing forward — new programming languages and messages formats to supplant the over half-century-old EDI system buttressed by recent regulatory changes prioritizing data portability.

Healthcare 91

Healthcare Pharmaceutical Prioritization Construction 91

PYMNTS

JANUARY 15, 2021

It wasn't until the second half of the year, she said, that organizations were truly able to prioritize the acceleration of their digitization journeys. In the first half, organizations faced an immediate need to keep business flowing in a remote work environment and to navigate the sudden disruption.

B2B 73

B2B Invoicing Accounts Payable Prioritization 73

CFO News Room

DECEMBER 26, 2022

In addition, taking a systematic approach towards participating in and using industry benchmarking studies also indirectly helps advisory firm owners overcome the challenges of collecting, organizing, and comparing their firm’s data.

Planning 130

Planning Benchmarking Profit and Loss Communication 130