PYMNTS

FEBRUARY 5, 2018

Business payments company Bottomline Technologies released its FY Q2 earnings data late last week, posting $63.2 per share, compared to Zacks Investment Research predictions for $0.26 We continue to execute against our strategic plan and deliver strong results,” the company’s President and CEO Rob Eberle said in a statement. “Our

Technology 40

Technology GAAP Strategic Planning B2B 40

CFO Leadership

DECEMBER 12, 2022

Forward-looking companies are taking an integrated approach to help support employees’ broader needs, including financial wellness, saving and investing. For example, if technology is changing rapidly in your industry, it may be advantageous to lease equipment and upgrade as needed, instead of buying it outright.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

Spreadym

SEPTEMBER 12, 2023

Budget preparation is the process of creating a detailed financial plan that outlines an organization's expected income and expenses for a specific period, typically for a fiscal year. Account for Savings and Investments: Allocate a portion of your income for savings, investments, or emergency funds.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Financial Planning: Develop a robust financial plan. That plan will include not just looking at the future, but also planning for the present. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

The Finance Weekly

MARCH 25, 2024

In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. His main job is to handle all money matters at SoFi, like planning, accounting, and dealing with investors. where he owns around 1,258,828 shares valued at over $68 million, and as the CEO of SoFi Technologies Inc.,

CFO 97

CFO Finance Forecasting GAAP 97

Strategic Treasurer

NOVEMBER 21, 2022

Companies are stepping back to take a long-term look at their business plans. Meeting annual and quarterly targets is being balanced with new ideas for long-term strategic plans. Host: Craig Jeffery, Strategic Treasurer. Stewardship: Environment, Finance, and the Community. Speaker: Christy Wright, Southwire.

Finance 52

Finance Treasury Strategic Planning B2B 52

CFO Leadership

JANUARY 25, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 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 Leadership

JANUARY 5, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

E78 Partners

NOVEMBER 16, 2023

However, only 7% have adopted these technologies so far. Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. Learn how AI can impact your organization by contacting us today.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. Contact us today to use data to drive decisions.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

CFO Leadership

DECEMBER 12, 2022

CFOs make pivotal contributions to remodeling the organizations’ talent and technology investments, designing and implementing supply chain transformation, guiding ESG strategy and reporting, fortifying cybersecurity, and helping the enterprise contend with soaring inflation and rising interest rates.

Finance 98

Finance Leadership Strategic Planning CFO 98

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Hedge fund managers do just that.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

The Charity CFO

NOVEMBER 23, 2022

They handle all payroll and accounting functions and manage investments and fundraising efforts. This background helps them provide oversight for and manage all forecasts, budgets, and investments for the organization. Today, technology is at the center of most businesses—and nonprofits are no exception. How to verify.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

Fpanda Club

MARCH 28, 2021

Recent technological advancements and constant changes in the business environment enable the finance function in general and FP&A teams in particular to adopt new ways of work, new practices, new tools to meet the needs of their internal and external customers.

Budgeting 130

Budgeting Forecasting General Ledger Finance 130

PYMNTS

MAY 31, 2019

As part of its strategic plan, investment firm Goldman Sachs aims to win the business of more mid-sized companies. It also plans to spend $4 billion technology this year per John Waldron, the bank’s president, who made the remarks at a Bernstein conference in New York, the Financial Times reported.

Strategic Planning 72

Strategic Planning Cash Management Planning Investments 72

Future CFO

NOVEMBER 15, 2023

Collaboration and Communication CFOs should invest in collaboration platforms that allow multiple stakeholders to work on spreadsheets simultaneously while maintaining data security and version control. Strategic Thinking CFOs should encourage their teams to use spreadsheets strategically.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

SEPTEMBER 17, 2023

Expensive productivity malaise: As the productivity stagnation continues, organizations will find it critical to drive scalable outcomes from expensive digital investments. The impending commercialisation of generative AI and the rise of machine customers makes it important to strengthen the working relationship between humans and technology.

Economics 52

Economics Strategic Planning Finance Cost Management 52

Centage

JANUARY 18, 2024

Financial planning and analysis is at the heart of strategic decision-making for businesses, and as we step into 2024, it’s crucial to align your FP&A processes with the latest trends and best practices. Here are some areas within FP&A software & technology to focus on as you start the year.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

Beacon CFO Plus

MAY 9, 2022

He or she will keep a pulse on market trends and emerging technologies and help your team determine the cost of using those technologies—or the cost of not choosing to adopt them. Here’s more of what a forward-thinking CFO can bring to your business: Help with short-term and long-term planning. Develop a data-focused culture .

CFO 52

CFO Strategic Planning Leadership Forecasting 52

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

PYMNTS

SEPTEMBER 4, 2020

Though it didn't reveal how much it raised, Zero Hash, based in Chicago, announced the close of its Series C investment round led by holding company tastytrade. As organizations accelerate their sales digitization efforts, B2B eCommerce has jumped to the top of strategic planning initiatives. Cloudentity.

B2B 60

B2B Startups Strategic Planning Communication 60

Future CFO

FEBRUARY 9, 2023

Stakeholders can utilise the data to assess business performance and plan. Finance leaders need to adopt new technological advancements to streamline financial planning and analysis, reporting and finance operation process.” The purpose is to guarantee the timeliness and accuracy of reports, analyses, and evaluations. “The

Finance 96

Finance Leadership Communication Strategic Planning 96

Jedox Finance

JUNE 26, 2019

We are pleased to welcome an expert in Financial Planning and Analysis (FP&A), Mr. Anders Liu-Lindberg, as a guest to the Jedox blog. In a large scale survey by a global firm, CFOs named Financial Planning & Analysis (FP&A) a top priority to transform and derive more value. FP&A needs a new mindset.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

Barry Ritholtz

SEPTEMBER 6, 2023

You don’t have to think like a tax accountant, actuary and investment adviser to get it right. Mason explore how predictive technology is reshaping everything from markets to medicine. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans.

Strategic Planning 52

Strategic Planning Investments Accounting Planning 52

Jedox Finance

FEBRUARY 9, 2023

The data on increasing use of AI demonstrates that turning to such automated solutions is, arguably, the equivalent of taking your vitamins – those making the strongest impact have already begun investing in a complete digital transformation journey. Tap into your strengths.

Manufacturing 52

Manufacturing Strategic Planning Planning Forecasting 52

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. Strategic Thinking: FP&A candidates align financial goals with the company's strategic objectives, contributing to long-term planning and decision-making.

Financial Planning and Analysis (FP&A) 59

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

CFO Talks

MARCH 19, 2024

Regularly updating this list keeps the agenda relevant and front of mind across the organization. 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.

CFO 52

CFO Communication Finance Budgeting 52

Future CFO

APRIL 4, 2024

Without it, investment falters and opportunities are lost." When it comes to skills and competencies, they need to be adaptable and embrace technology, seek new opportunities to create value by taking a data-driven approach, and promote cross-functional collaboration.

Finance 52

Finance Strategic Planning Accounting Auditing 52

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. AI-powered systems can enable efficient supply chain planning, reduce costs, and improve overall operational resilience.

SAP 76

SAP B2B Leverage Analyzing Data 76

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. A collaborative approach can also vastly improve risk management.

Financial Planning and Analysis (FP&A) 52

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

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

PYMNTS

MAY 2, 2019

To that end, Invest In Blockchain reported that Mark Carney, governor of the Bank of England, said that the central bank should gear up for a “fourth industrial revolution” that includes at least some impact to payments, chiefly through blockchain and decentralized systems. Also in the U.K.,

Banking 78

Banking Strategic Planning Currencies Financial Systems 78

CFO Thought Leader

DECEMBER 12, 2023

Indeed, such was the case at Goldman Sachs, where he spent 7 career years as an investment banker. At True Anomaly, Seidel focuses on understanding and integrating various business aspects, like product and engineering priorities, into the company’s financial and strategic plans.

CFO 52

CFO Leadership Securities Strategic Planning 52

PYMNTS

MARCH 30, 2017

Grant Thornton released its 2017 CFO Survey this week to find that most of these executives said strategic planning is their top priority within the enterprise, surpassing other priorities like performance management or even increased cash flow.

CFO 51

CFO Strategic Planning Corporate Finance Risk Management 51

BlueLight

JULY 30, 2020

The findings are heavily geared towards software-as-a-service technology startups. System for a high functioning finance office Integrating disparate finance tools Getting full visibility to subscription revenue Financial planning of the CFO suite How do you view the responsibility of the CFO suite? Edited for readability.

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

VCFO

JUNE 2, 2023

Leveraging Technology in Retail Environments The already sizable application of technology in retail spaces will increasingly grow as advances in video resolution and analysis, contactless shopping, augmented selling, and related areas continue to emerge. — Change brings opportunities as well as challenges.

Retail 66

Retail Finance Leverage Technology 66