Planful

OCTOBER 25, 2016

Another panelist highlighted their investment in inventory, as well as managing growth in the business. How do you balance the core responsibilities of Finance with risk management? Making timely, relevant, and accurate data available across the business is critical to effective decision-making and risk management.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

CFO Simplified

JUNE 23, 2022

Prepares monthly sales tax returns. Here’s a partial list of what a CFO does: Develops a cash flow forecast with suggestions for improving cash availability. Risk Management: Is insurance coverage sufficient to provide the needed protection at a reasonable cost? Reconciles the bank accounts. Provides reporting to banks.

CFO 96

CFO Cash Flow Forecasting Accounts Payable Forecasting 96

Spreadym

MAY 10, 2023

It can be very useful for such sectors as agriculture that results of final production, stock loadings and goods amount for sale can be hardly defined. For instance, you can modify variables like sales growth rates, pricing strategies, or production costs to understand the potential impact on revenue, profitability, and cash flow.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

NOVEMBER 7, 2023

While there is an anticipation of global trade expanding by slightly over 2% in 2024, the pace of growth in Asia is forecasted to remain subdued and may not be as robust as it was in previous years, Atradius said. Bad debts also declined slightly, standing at 5% of all B2B invoiced sales, Atradius pointed out.

B2B 52

B2B Invoicing Credit Risk Risk Management 52

Future CFO

JANUARY 10, 2024

The Allianz Trade Global Insolvency Index forecasts insolvencies to increase by +6% in 2023 and at least +10% in 2024. A lot of Chinese exporters are setting up subsidiaries in Hong Kong,” Lee says, noting that these selling arms in Hong Kong could take up 10% to 20% of the exporters’ sales, generally speaking.

Forecasting 52

Forecasting Concentration Economics Risk Management 52

Spreadym

NOVEMBER 3, 2023

Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Share

JULY 27, 2023

For example, AI is capable of digesting millions of e-commerce sales records to spot emerging trends in product consumption. Improved Forecasting and Planning with AI AI algorithms can analyze historical data and market trends to provide more accurate financial forecasting, enabling better planning and resource allocation.

CFO 40

CFO Data Analysis Analyzing Data Risk Management 40

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Beacon CFO Plus

NOVEMBER 15, 2023

They provide insights into budgeting, forecasting, and financial planning. Cash Flow Management: Managing cash flow is critical for SMEs. Risk Management: Identifying and mitigating financial risks is crucial for SMEs.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

The Finance Weekly

JULY 19, 2022

FP&A software assists CFOs, finance leaders, and FP&A experts in ensuring the financial health of their organization by tracking and analyzing current outcomes and forecasting future performance. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96

Spreadym

SEPTEMBER 12, 2023

Create a Revenue Forecast: Estimate your expected income sources, including salaries, sales revenue, investment income, grants, or any other sources of revenue. Industry Trends: Industry-specific trends and market conditions can affect pricing strategies, sales forecasts, and overall business strategy.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

Future CFO

JANUARY 18, 2021

This year, companies in 13 out of the 20 markets have decreased their 2021 average salary increase forecasts, the firm said. On the other hand, salary increase forecast in India has dropped the most by 1.1% Survey highlights. this year (vs 9% in 2020). This shift has had an impact on talent demand trends, he observed. “In

Pharmaceutical 52

Pharmaceutical Forecasting Budgeting Risk Management 52

Future CFO

DECEMBER 31, 2021

According to Gartner , finance leaders anticipate a greater percentage of their time will be spent in improving flexibility of budgeting & forecasting (58%), closely followed by developing digital skills (56%) and redefining employee value proposition in hybrid environments. What does this mean to the finance and accounting team of 2022?

Leadership 98

Leadership Finance GAAP Forecasting 98

Spreadym

JUNE 15, 2023

Iterative planning and forecasting: Driver-based planning is an iterative process that involves regular review and adjustment of plans based on new data and insights. By continuously monitoring and analyzing the key drivers, organizations can update their plans and forecasts to reflect changing business conditions and market dynamics.

Planning 52

Planning Prioritization Concentration Compliance 52

Jedox Finance

MAY 31, 2023

Integrating data from multiple sources Collecting and harmonizing data from disparate systems across finance, HR, sales, and other departments is extraordinarily time consuming and prone to error. Forecasting future workforce needs and predicting changes in talent availability also require access to real-time data.

Planning 52

Planning Forecasting Finance Budgeting 52

CFO Talks

MARCH 19, 2024

The CFO needs to consider how AI can be leveraged not just for automating routine tasks, but also for providing deeper insights into financial forecasting, risk management, and strategic decision-making. Measuring Progress Finally, establishing clear metrics to measure the success of the finance agenda is essential.

CFO 52

CFO Communication Finance Budgeting 52

CFO Simplified

DECEMBER 12, 2021

A team member in the finance department addresses how a business manages their money, from: Investing and borrowing. Cash flow forecasting. Overseeing risk management. Budgeting and forecasting. Growth planning . What are the Corporate Functions of the Roles of Finance vs. Accounting? . Guiding corporate strategy.

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

PYMNTS

AUGUST 24, 2018

That means retailers and other companies need to up their risk management and hedging games — and do so before one crisis or another (a currency collapse in Turkey one week, who knows what next?) A long-term and proactive look from the point of view of the financial hedging and risk management opportunities.

Risk Management 40

Risk Management Currencies Manufacturing Forecasting 40

CFO News Room

NOVEMBER 5, 2022

Fossil fuel divestment is a simple concept: The owner of a fossil fuel assets commits to selling it to demonstrate adherence to sustainable finance practices and climate risk management. If history is any guide, past efforts at divestment suggest limited future success at best, with capital availability emphasizing that forecast.

Investments 130

Investments Finance Planning Risk Management 130

PYMNTS

APRIL 12, 2019

Revenue came in at $21.609 billion, ahead of the $21.012 billion forecast, while earnings was $1.20 Deposits fell by a smaller amount than forecast and totaled $1.3 billion, mostly in line with analysts’ forecasts. per share, well above the $1.09 analysts had been expecting pre-release. Credit card transactions hit $18.3

Forecasting 40

Forecasting Risk Management CFO Banking 40

PYMNTS

SEPTEMBER 24, 2020

Leveraging artificial intelligence (AI) and machine learning can create a “virtuous circle” of contextual banking that can suggest customized financing offers inside that CFO’s cash forecasting app. Those executives will expect improved risk management services from their banks.

B2B 94

B2B Banking Treasury Risk Management 94

Future CFO

OCTOBER 19, 2021

Gartner forecasts that global spending on security and risk management will exceed US$150 billion in 2021 adding cloud adoption and remote working to the mix of reasons for the spend. CFOs should neither ignore these fresh vulnerabilities nor go it alone,” says Alexander Bant , practice vice president, Gartner. Sim Beng Hai.

Securities 52

Securities CFO Risk Management Finance 52

PYMNTS

FEBRUARY 8, 2019

Growth of FinTech funding seems unstoppable, with the latest analysis from Hampleton Partners finding enterprise financial services and integration, online financial services, enterprise financial software and Software-as-a-Service (SaaS) risk management as some of the hottest spots for investors this year.

B2B 75

B2B Cash Flow Forecasting Startups Finance 75

PYMNTS

OCTOBER 29, 2018

” Chief sales officers are currently the most connected to the CFO, with 37 percent of CFOs saying they collaborate seamlessly with these professionals. Research suggests a range of issues preventing a collaborative relationship from forming.

CFO 58

CFO Corporate Finance Finance Risk Management 58

The Finance Weekly

JANUARY 31, 2022

An FP&A leader needs to collaborate with different business functions including sales, marketing, business development, supply chain, IT, HR etc. The model can help understand how different support functions (procurement, IT, HR etc.) work to add value to the entire process.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 3, 2022

The number of Americans filing new claims for unemployment benefits fell by 1,000 to 217,000 on the week ending October 29th, below market forecasts of 220,000. percent in the third quarter of 2022, below market forecasts of a 4.1 in September, and below market forecasts of 55.5, It reflects a 3.8 in October of 2022 from 56.7

Economics 130

Economics Transportation Manufacturing Forecasting 130

PYMNTS

FEBRUARY 14, 2018

Loans sold or designated as held for sale through OnDeck Marketplace represented 3.9 OnDeck noted that figure will likely continue to tick up during 2018, as the Fed is forecast to keep raising short-term interest rates. “To percent of term loan originations. Provision for loan losses was $34.4 million and the Provision Rate was 6.4

Profit and Loss 40

Profit and Loss Risk Management Forecasting CFO 40

CFO News Room

JANUARY 5, 2023

Private businesses in the US created 235K jobs in December of 2022, higher than an upwardly revised 182K in November and well above market forecasts of 150K.”. Understood this way, Longtermism sounds less like a philosophy than a common-sense call for risk management…. Longtermism doesn’t just mean technological development.

Advertising 130

Advertising Economics Leadership Numbers 130

Finvisage

JANUARY 2, 2020

Although quantitative facts and figures have provided objective numerical forecasts, we have also adjusted those expectations using experience and insight (judgement) to improve upon those forecasts. Competition from online sales. Stockpiling due to Brexit uncertainties has left businesses at risk of insufficient TCI.

Construction 52

Construction Manufacturing Economics Profit and Loss 52

PYMNTS

SEPTEMBER 3, 2018

CFO Adam DeWitt noted that a seven-year-old, Boston-based LevelUp serves 200 regional and national brands, with a point-of-sale (POS) approach that seeks to replicate each brand’s experience online. The strong sales came even as Amazon faced some glitches in the early hours of the promotion. Zelle Gains Ground On Venmo. million people.

Sales 40

Sales Forecasting CFO Banking 40

Barry Ritholtz

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. But the reason I went to Merrill is because they had this unique global debt rotation program that allowed you to rotate through a couple different business units in fixed income, sales and trading. And I knew I wanted to do trading.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO Talks

FEBRUARY 20, 2024

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. It helps you actually look into the future and forecast.

CFO 52

CFO Leadership Accounting Finance 52

Barry Ritholtz

MARCH 12, 2024

And so the other thing is, is that, and I think it’s our core risk management culture, is that we think that till risk is way more probable than everyone else does. Then how does it affect the repayment risk on the loan? Now it’s dangerous to forecast that far in the future because behavior can change.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

SEPTEMBER 26, 2023

Because if you’re a risk manager at a bank and all of a sudden the reserve flow is not coming your direction anymore, you’re the expectation that is, it will go the opposite direction. We are not macro forecasters, but we are macro aware understanding what’s happening in the economy with technicals in the markets.

Investments 52

Investments Banking Economics Construction 52

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: … risk management. BITTERLY MICHELL: Sure. RITHOLTZ: Right.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk.

Marketing 108

Marketing Treasury Banking Profit and Loss 108