The Finance Weekly

NOVEMBER 20, 2023

Equipped with precise forecasts and AI-driven insights, leaders in financial planning and analysis (FP&A) can: Base decisions on data Establish achievable financial objectives Adapt resource distribution Assess investment possibilities 4. Additionally, PWC recently invested 1 billion dollars in Generative AI.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies. Investing Time and Resources Commitment is also measured in terms of resource allocation.

CFO 52

CFO Communication Finance Budgeting 52

Michigan CFO

JUNE 7, 2023

Virtual CFOs leverage cloud-based accounting systems, collaborative tools, and remote communication to provide financial services to businesses on a part-time or “fractional” basis. Virtual CFOs also provide an experienced “sounding board” for business owners in dealing with uncertain or complex financial decisions.

CFO 52

CFO Problem Solving Budgeting Communication 52

PYMNTS

MAY 6, 2020

“The extraordinary events taking place over the past two months have measurably expanded our market opportunity and accelerated the ongoing shift to connected fitness,” said Chief Financial Officer Jill Woodworth. Our fiscal year 2020 profitability outlook demonstrates the strength of our financial model when scale and leverage are achieved.

Prioritization 63

Prioritization Retail Sales Financial Modeling 63

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. These forecasts are more aligned to financial modeling, rather than analytics as they include the balance sheet positions, cash flows and profitability in an integrated manner.

Technology 52

Technology Financial Modeling Forecasting Planning 52

FPA Insider

MARCH 23, 2020

In financial modeling, this process is typically used to estimate changes in the value of a business or cash flow, especially when there are potentially favorable or unfavorable events that could impact the company (such as COVID-19).

Profit and Loss 52

Profit and Loss Credit Risk Corporate Finance Planning 52

BlueLight

JUNE 5, 2020

The other is the board observer sent by an investor who co-invested in the round. One great way to leverage observers is for domain expertise to drive strategic discussions based on their knowledge of the market or technology. Ideally these observers tap into their network and expertise to add value. Founding partner at G2VP?—?a

Startups 52

Startups Technology Investments Finance 52

Spreadym

NOVEMBER 16, 2023

Financial Modeling: FP&A software should support financial modeling, allowing users to create complex financial models to analyze different aspects of the business, such as cash flow, profitability, and return on investment. This ensures that everyone is working with the latest information.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Planning Budgeting Financial Modeling 59

Spreadym

SEPTEMBER 27, 2023

Spreadym Spreadym is a corporate performance management (CPM) software designed to optimize various facets of performance management within a company, including planning, budgeting, forecasting, and financial reporting.

SAP 59

SAP Budgeting Forecasting Auditing 59

CFO News Room

FEBRUARY 5, 2022

Businesses use it to determine which discount rate makes the present value of future after-tax cash flows equal to the initial cost of the capital investment. If an investment will require capital that could be used elsewhere, the IRR is the lowest level of return from the project that is acceptable in order to justify the investment.

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Auditing 130

Spreadym

AUGUST 10, 2023

Spreadym Spreadym is a financial planning and analysis (FP&A) software designed to enhance planning, budgeting, forecasting and financial reporting processes within a company. It operates within an Excel-native environment, providing users with a familiar interface while leveraging the advantages of a planning platform.

Financial Reporting 52

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

PYMNTS

FEBRUARY 16, 2019

On the one hand, a move on blockchain isn’t terribly surprising on its own, as JPMorgan has already done that with a variety of investments, including R3 and Quorum. Detailed financial models showed merchants the billions they would save using new schemes that sidestepped the card networks,” Webster wrote.

Retail 57

Retail Prioritization Planning Banking 57

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Math 130

The Finance Weekly

JULY 31, 2023

Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies. By leveraging AI algorithms and automation, finance professionals can effectively manage complex financial models and optimize investment strategies.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Barry Ritholtz

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. Key features — The top features each platform is known for or has invested in. Customers success. Final thoughts on Anaplan.

Financial Planning and Analysis (FP&A) 52

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