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

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

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. At least partly because of that, the company has spent zero marketing dollars during the past three months.

Prioritization 63

Prioritization Retail Sales Financial Modeling 63

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

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. This enriched data can then inform the marketing team more specifically the personas and buying habits for their products and in order to achieve higher ROI from marketing spend.

Technology 52

Technology Financial Modeling Forecasting 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

FP&A software should provide customizable reporting tools that allow users to present financial information in a clear and visually appealing manner. Scenario Analysis: Scenario planning enables users to model different financial scenarios based on variables like revenue changes, cost fluctuations, and market conditions.

Financial Planning and Analysis (FP&A) 59

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

Spreadym

SEPTEMBER 27, 2023

This includes assessing financial risks, market risks, and operational risks. 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

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. The program, which was introduced in Columbus, Ohio, will be piloted in 10 markets before a nationwide rollout later in the year. Kroger Brings Another “Pay” to the Party.

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. Mindy: Thank you so much.

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

Ken was there at the beginning of the private credit markets when he was working at Drexel. They really weren’t in the investment banking business, and they looked at the opportunity there and said, gee, we should really have a high yield business and a financing business. This is really a fascinating story. It seems unusual.

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.

Financial Planning and Analysis (FP&A) 52

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