Future CFO

NOVEMBER 1, 2023

Both tax and finance leaders are set to increase investment in digital transformation, said Thomson Reuters recently when releasing a report titled Digital Agendas: How Tax Compliance and Finance Leaders are Preparing for 2024. The post Tax and finance leaders to up investment in digital transformation appeared first on FutureCFO.

Investments 52

Investments Finance Restructuring Compliance 52

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

E78 Partners

JANUARY 17, 2024

Investment funds and their challenges Investment funds often face numerous challenges in their initial stages, particularly operational challenges and building in-house finance teams. Building a competent finance team is a critical aspect of a successful investment firm, but assembling such a team is both time-consuming and expensive.

Investments 52

Investments Finance CFO Leverage 52

Centage

MARCH 7, 2023

Read on to learn more about how investing in the right technology now can protect your business and set a path for success in the uncertain times ahead. With that in mind, it’s no surprise that technology adoption rates are still impressively high. The result will be increased automation and superior business outcomes.

Financial Planning and Analysis (FP&A) 98

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

Nerd's Eye View

JANUARY 29, 2024

For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients.

Leverage 79

Leverage Planning Technology Numbers 79

PYMNTS

JANUARY 7, 2021

TCV's investments include Netflix, RELEX, Spotify and WorldRemit. . Mambu was one of the first companies to leverage the opportunity to move banking software into the cloud,” said TCV General Partner John Doran , who is joining the Mambu board, in the press release. billion ($2 billion), the company said in a press release.

Valuation 102

Valuation Investments Nonprofit Leverage 102

The Finance Weekly

DECEMBER 30, 2021

For businesses, this might spell out the adoption of a new strategy, scheduling approach, or technology implementation. Technology implementation has been a popular course of action in recent years for many organizations. The following are a few practical considerations as waves of new technology continue coming our way.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

Future CFO

MARCH 2, 2023

Autonomous technology in finance will impact FP&A and controllership in three ways, as acceptance of these technologies among finance leaders is more prevalent, said Gartner recently. “80% In particular, organisations need to consider the followings, the research firm said.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

OCTOBER 13, 2021

These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM. Thus, they communicate with C-Level executives differently and more frequently than in the past.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

PYMNTS

APRIL 21, 2019

Uber announced late last week that it landed a $1 billion investment from Toyota, DENSO and the SoftBank Vision Fund. On Twitter , Uber Chief Executive Dara Khosrowshahi announced the investment, saying the companies are jointly working toward “the future of mobility.” The investment gives Uber ATG a valuation of $7.25

Technology 72

Technology Transportation Valuation Investments 72

PYMNTS

OCTOBER 9, 2020

Despite wide-ranging economic uncertainties and a challenging investment environment, venture capital (VC) firms and special purpose acquisition companies (SPACs) are actively raising or seeking fresh funds for investment in the payments space. It also plans to invest in companies where technology is a clear differentiator.

Investments 78

Investments Nonprofit Startups Economics 78

Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

CFO Talks

MARCH 14, 2024

This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

SEPTEMBER 16, 2020

based startup plans to use the money to speed up work on its core home workout system and “bring Zwift-designed hardware to market,” the company said in a press release. This investment fits perfectly with our growth equity strategy of backing leading tech entrepreneurs as they scale globally.”. The Long Beach, Calif.-based

Investments 66

Investments Leverage Startups Planning 66

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

Nerd's Eye View

OCTOBER 31, 2023

What's unique about Jon, though, is how he has carefully vetted and curated his advisor tech stack of third-party software to provide a strong "high-tech" client experience… and has paired the technology with what he calls a "Client Concierge" staff member who leverages a series of internal checklists they've developed to ensure that every client (..)

Education 81

Education Leverage Planning Investments 81

PYMNTS

APRIL 25, 2017

Marketplace solutions work to enable online retail brands to expand their reach without needing to invest in manufacturing, warehousing and logistics. To move into a greater number of markets, international online home goods retailer vidaXL recently selected global marketplace solutions provider Mirakl to support its growth plans.

Leverage 40

Leverage Retail Planning B2C 40

Future CFO

APRIL 16, 2024

“As the Finance function looks to become more relevant and value-adding to organisations, we see the function taking on greater roles in key areas of decision-making such as investments, CapEx projects and procurement—make or buy decisions.” Challenges can abound in retaining team members.”

Finance 98

Finance Construction Technology Treasury 98

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

Future CFO

JANUARY 7, 2024

By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management. CFOs must reimagine roles, reskill staff, and invest in both technical and non-technical capabilities to drive successful finance transformations.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

CFO Network

MARCH 11, 2024

Effective cash flow management is crucial for sustaining day-to-day operations, investing in growth opportunities, and weathering unexpected financial challenges. 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

Future CFO

MARCH 24, 2024

Harry Markopolos, a financial analyst-turned-fraud investigator, uncovered fraudster Bernie Madoff’s US$65 billion investment Ponzi scheme after a persistent and meticulous investigation. They are instrumental in job creation and contribute significantly to the economic prosperity of society. In fact, they can be heroes too.

Numbers 98

Numbers Accounting Financial Analyst Finance 98

Future CFO

JULY 17, 2023

Global corporate treasury leaders can serve as particularly essential strategic advisers right now— if they can harness the right data, analysis, and technology strategy to navigate choppy market conditions. Treasurers should leverage cash forecasts to achieve better cash conversion. 2) Utilise advanced liquidity management techniques.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

PYMNTS

JANUARY 7, 2021

Social Capital Hedosophia is one of three special-purpose acquisition companies (SPACs) on the lookout for investment opportunities. SoFi’s technology platform Galileo , which it acquired in April, has helped position the startup at the nexus of the digital transformation in banking and financial services. billion in cash proceeds.

Planning 73

Planning Valuation Startups Cash Management 73

Nerd's Eye View

JULY 3, 2023

Welcome to the July 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 87

Planning Technology Leverage Investments 87

PYMNTS

NOVEMBER 6, 2020

In today’s top news, The Public Investment Fund of Saudi Arabia is planning to invest roughly $1.3 The Public Investment Fund of Saudi Arabia intends to invest approximately $1.3 The investment reportedly values Reliance Retail Ventures at approximately $62.4 Saudi Arabia’s Sovereign Wealth Fund Puts $1.3B

Investments 40

Investments Retail Planning Leverage 40

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

PYMNTS

AUGUST 13, 2019

The cross-border investment and asset management firm China Everbright Limited is leading a $283 million Series C1 funding round for Terminus Technologies, Deal Street Asia reported on Tuesday (Aug. Artificial intelligence provider Terminus Technologies will use the money for further development and additional staffing.

Technology 40

Technology Construction Investments eCommerce 40

PYMNTS

AUGUST 28, 2020

We have deep dives on retail’s digital D2C shift, blank-check companies, and DoorDash’s IPO plans. DoorDash Moves Ahead With Q4 IPO Plans. DoorDash , the San Francisco-based prepared food delivery service, is planning to go public by year’s end, after filing confidentially in February. Goldman Sachs Eyes Creating $2B Tech Fund.

Retail 83

Retail Planning Pharmaceutical eCommerce 83

The Finance Weekly

DECEMBER 22, 2022

As the outlook for the 2023 economy becomes more uncertain, finance professionals are looking to invest in technology that increases organizational efficiency and contributes to strategic decision-making. But that’s not the only thing that’s driving tech investment for CFOs in 2023. Maximizing ROI with Targeted Solutions.

Financial Planning and Analysis (FP&A) 98

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

The Charity CFO

MARCH 22, 2024

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Nerd's Eye View

DECEMBER 30, 2022

” has brought a wide range of changes to the world of retirement planning. A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. How to set better health goals for 2023 and actually follow through on them.

Auditing 74

Auditing Planning Leverage Investments 74

Future CFO

APRIL 22, 2024

Source: Gartner 10 digital must-do for CFOs With the new advancements in technology that are coming in left and right, finance leaders and teams are expected to face challenges in talent, what with all the requisites of attraction, acquisition, and retraining. Yes, companies are doing that.

Finance 98

Finance Budgeting Accounts Payable Concentration 98

CFO Talks

FEBRUARY 9, 2024

Understanding the rising costs of cybersecurity: The cost of cybersecurity continues to escalate, driven by the increasing complexity of cyber threats, regulatory compliance requirements and the growing reliance on digital technologies.

CFO 52

CFO Strategic Planning Leadership Education 52

PYMNTS

OCTOBER 31, 2018

Cloud Elements , a platform offering application program interface (API) integration solutions, secured an investment from the venture capital (VC) arm of American Express (Amex), the company said in a press release issued Tuesday (Oct. The VC outfit also backed insurtech startup Next Insurance last year.

Investments 54

Investments Startups Leadership B2B 54

Jedox Finance

JULY 23, 2019

You do not have to be a data scientist to recognize the impact of technology on FP&A is and will continue to be significant. One of the biggest challenges of automation (Robotic Process Automation) and artificial intelligence/machine learning technologies is our current mindset. Exploring the technology opportunities in FP&A.

Technology 52

Technology Financial Modeling Forecasting Planning 52