Jedox Finance

JANUARY 13, 2023

Why is it so difficult to build an operational plan that not only keeps pace with changing priorities but also adds meaningful business value? The answer is simple: most organizations use financial planning solutions that lack the adaptability, integration, and simplicity that high-performing teams need to collaborate effectively.

Planning 52

Planning Prioritization Forecasting Budgeting 52

Centage

DECEMBER 7, 2022

the maker of QuickBooks Online Advanced, to bring automated budgeting, forecasting, reporting and analytics capabilities to QuickBooks Online Advanced customers and mid-market organizations looking for more robust and streamlined budgeting capabilities. Key Priorities & Requirements for Finance in 2023. Seamless Integration.

Budgeting 98

Budgeting Planning Forecasting GAAP 98

CFO Selections

MAY 12, 2023

There is a misconception that business services companies do not need to prioritize cash flow management in the same way that retail businesses do because they do not have the same kind of inventory demands. However, cash flow planning is just as important for service providers as it is for retailers because cash is the lifeblood of both!

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Retail 52

Onplan

DECEMBER 16, 2021

Accurate cash flow forecasting is essential. But if knowing your cash position is paramount, how do you forecast your cash position in the months and years ahead, and the impact of your investments or revenues on that cash position? In today’s post, we’ll go over five reasons behind the importance of accurate cash flow forecasting.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

Onplan

DECEMBER 16, 2021

Accurate cash flow forecasting is essential. But if knowing your cash position is paramount, how do you forecast your cash position in the months and years ahead, and the impact of your investments or revenues on that cash position? In today’s post, we’ll go over five reasons behind the importance of accurate cash flow forecasting.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

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

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. We used our free headcount planning template to run the numbers. Salary differences.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

Spreadym

MAY 10, 2023

What-if analysis is a technique used in financial planning and decision-making business software to assess the potential outcomes of different scenarios or changes in variables. The best option in this case is if your planning software allows to collect and analyses information from different sources in real time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Risk Management 52

The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Prioritize freeing up cash to repay loans. Following 1.5

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

The Finance Weekly

DECEMBER 22, 2022

In 2023, organizations may focus on investing in technology that addresses specific pain points and offers a clear return on investment, such as spend management or accounts payable, rather than broader, more comprehensive investments like enterprise resource planning platforms, according to Born. “I That is pervasive across all industries.”.

Financial Planning and Analysis (FP&A) 98

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

CFO Network

MARCH 11, 2024

SMBs should prioritize timely payment of invoices to maintain positive relationships with suppliers while taking advantage of any available discounts for early payment. Forecasting for Financial Resilience Forecasting and planning are essential components of effective cash flow management for SMBs.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

The Finance Weekly

SEPTEMBER 22, 2022

Their finance team was spending 25% of their overall time exclusively on weekly forecasting. And at the same time, data shows that teams are no more accurate when forecasting weekly. Presenting a problem, solution, and plan of action with data to back it up, all came from thinking slightly outside the box.

Forecasting 98

Forecasting Prioritization Finance Investments 98

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. We used our free headcount planning template to run the numbers. Salary differences.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

MAY 14, 2024

Optimize Inventory Receipt and Forecasting Forecasting is all about figuring out how much stuff you need in stock to meet future demand. Knowing how fast products sell is important, and inventory systems with forecasting tools really help with ordering. Supplier delivery times are also a big deal in forecasting.

Forecasting 52

Forecasting Profit and Loss Prioritization Auditing 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Moreover, the advent of big data and advanced analytics has armed CFOs with tools to forecast trends, optimize operations, and shape company strategies with unprecedented precision.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Planful

APRIL 16, 2021

While there’s no magic formula to define what’s “healthy” debt, you can answer these questions to decide if your company is ready to prioritize growth over business debt. With worldwide spending on cloud computing forecast to grow by 18% this year, many companies already realize the value of cloud-based technology.

Prioritization 40

Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 40

PYMNTS

APRIL 28, 2020

But as the coronavirus crisis spread outside of mainland China and became a worldwide phenomenon in the final few weeks of quarter, Starbucks’ earnings took a sharp hit, which is likely to deepen in Q3, according to Starbucks’ current forecasts. That would be a major reversal for the coffee chain and digital services innovator.

Forecasting 63

Forecasting Profit and Loss Prioritization Leverage 63

Centage

APRIL 4, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. At Centage, we’re passionate about connecting businesses with the sophisticated financial planning and budgeting tools they need to stay competitive. Three Ways to Increase Profit Margins: 1.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Prioritization 98

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. Data Security and Privacy: Both the CFO and the accounting firm should prioritize data security and privacy.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

Future CFO

AUGUST 1, 2023

Supriya Deka: The general features of financial applications include accounting, reporting & analytics, bank reconciliation, billing & invoicing, asset management, budgeting & forecasting, financial risk management, expense tracking, and payroll management. This can be time-consuming and lead to errors when handled manually.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

Spreadym

OCTOBER 13, 2023

It involves several key components and strategies, including: Cash Flow Forecasting : Businesses need to project their future cash flows based on historical data, sales forecasts, and other relevant factors. Capital Expenditure Planning: Plan capital expenditures carefully and align them with your business's cash flow capacity.

Cash Flow Forecasting 59

Cash Flow Forecasting Accounts Payable Forecasting Invoicing 59

CFO Share

APRIL 25, 2024

During this process, you can expect weekly or daily meetings to: Review cash forecasts Identify issues Assign action items and responsibilities These meetings should be very organized with clear agendas posted before and meeting minutes published after. The CFO should facilitate efficient discussion, not ramble or preach.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

During this process, you can expect weekly or daily meetings to: Review cash forecasts Identify issues Assign action items and responsibilities These meetings should be very organized with clear agendas posted before and meeting minutes published after. The CFO should facilitate efficient discussion, not ramble or preach.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

During this process, you can expect weekly or daily meetings to: Review cash forecasts Identify issues Assign action items and responsibilities These meetings should be very organized with clear agendas posted before and meeting minutes published after. The CFO should facilitate efficient discussion, not ramble or preach.

CFO 52

CFO Forecasting Restructuring Prioritization 52

Centage

SEPTEMBER 11, 2023

Budget vs actuals analysis allows you to assess how well your organization is following its financial plans. Develop a plan to address the variances in your financial forecasting. You must prioritize the ones that have the most significant impact on your business. Are internal processes the reason? Take Action.

Financial Planning and Analysis (FP&A) 105

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

Spreadym

AUGUST 2, 2023

The basics of the corporate budgeting Corporate budgeting is the process by which a company or organization plans and allocates its financial resources to achieve its strategic objectives. It involves creating a detailed financial plan that outlines projected revenues, expenses, and investments for a specific period, typically a fiscal year.

Budgeting 52

Budgeting Forecasting Prioritization Strategic Planning 52

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. Sophisticated FP&A software tools like Planning Maestro enable finance teams to automate routine tasks such as manual data entry, accelerating workflows and improving forecasting.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

The Finance Weekly

OCTOBER 13, 2022

This year’s list of Best Companies for Work-Life Balance are known for cultivating workplaces that prioritize their employees’ mental health and flexibility, ultimately creating a more engaged and productive workforce.”. This easy to use finance tool can create accurate reports and forecasting models from your finance databases in real-time.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Leadership Budgeting Forecasting 98

The Finance Weekly

NOVEMBER 20, 2023

AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). Forecasting and Predictive Analytics AI uses its analytical capabilities to examine past financial data, market patterns, and macroeconomic signals. Why Should FP&A Leaders Consider to Integrate AI?

Financial Planning and Analysis (FP&A) 52

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

Centage

APRIL 12, 2022

In creating our financial planning and analysis (FP&A) solution, we gain valuable insight from a wide range of industry experts, including mid-market CFOs and finance leaders. While over 60 percent wanted to focus on budgeting and forecasting, another 52 percent intended to invest resources into growth, acquisition, and reorganization.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

SEPTEMBER 23, 2020

There are three new features — Intelligent Collections, Intelligent Vendor Management and Intelligent Planning — which are intended to remove time-wasting steps and friction and improve cash flow for corporate finance teams, the release stated.

Corporate Finance 70

Corporate Finance Finance Cash Flow Forecasting Vendor Management 70

Fpanda Club

APRIL 18, 2022

SWOT SWOT stands for the analytical tool to uncover Strengths, Weaknesses, Opportunities and Threats and is frequently used in strategic planning exercises. By combining the results of the SWOT analysis FP&A teams can elaborate strategies and develop action plans to improve the FP&A function.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

CFO Share

FEBRUARY 23, 2024

Such measures not only aid cash flow optimization but also bring greater predictability to financial planning, ensuring that businesses are not left waiting for critical funds to sustain operations or pursue growth opportunities. Prioritizing payments, settling critical supplier invoices first, for instance.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 52

The Finance Weekly

JANUARY 1, 2023

During inflation and unstable market conditions, it will help companies gain better insights and forecasting, including calculating a variety of what-if scenarios. Some tips from the article include how to consolidate data, how to prioritize KPIs, why it’s important to use integrations, and the best way to conduct financial automation.

Finance 98

Finance Compliance Economics Prioritization 98

The Finance Weekly

FEBRUARY 20, 2022

Cash flow forecasting provides you that much-needed knowledge and is the most efficient approach to begin future-proofing your company for the coming year. Whether you're dealing with one of these challenges or all of them, any of them can make it difficult to get a clear image of your company's forecasted cash position.

Financial Planning and Analysis (FP&A) 52

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

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. Forecasts can help you estimate future income, expenses, profit, and cash flow.

Budgeting 52

Budgeting Cash Flow Forecasting Prioritization Forecasting 52