The Finance Weekly

APRIL 27, 2022

Finance leaders can and should take a leadership role cultivating their company’s ethical competencies and addressing its unique challenges. Unfortunately, SMEs inherently are against a variety of unique challenges that increase the risk of fraud and unethical business practices. Tackling the Issue of Ethics.

Leadership 52

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

Bramasol

MAY 13, 2024

Research and Thought Leadership : The AICPA conducts research and publishes reports on emerging trends, best practices, and thought leadership topics relevant to the accounting profession.

Auditing 90

Auditing Compliance SAP Accounting Standards 90

CFO Thought Leader

JULY 6, 2023

Ledge empowers finance teams with tools to centralize their payments data, get a real-time payments snapshot, automate multi-way reconciliation, identify problem transactions, accelerate their investigations, and dramatically lower the risk of losses, all without any engineering support.

CFO 52

CFO Reconciliations Leadership Finance 52

CFO Thought Leader

AUGUST 29, 2023

Ledge empowers finance teams with tools to centralize their payments data, get a real-time payments snapshot, automate multi-way reconciliation, identify problem transactions, accelerate their investigations, and dramatically lower the risk of losses, all without any engineering support.

CFO 52

CFO Reconciliations Leadership Finance 52

CFO Thought Leader

AUGUST 24, 2023

Ledge empowers finance teams with tools to centralize their payments data, get a real-time payments snapshot, automate multi-way reconciliation, identify problem transactions, accelerate their investigations, and dramatically lower the risk of losses, all without any engineering support.

CFO 52

CFO Reconciliations Leadership Finance 52

Future CFO

OCTOBER 1, 2023

According to the advisory firm, 80% of finance functions of large enterprises will use internal AI platform by 2026, as leadership teams do not want to fall behind peers. CFOs should partner with senior technology leadership (e.g., McDonald, senior director analyst in the Gartner Finance Practice.

Leadership 52

Leadership Reconciliations Auditing Compliance 52

CFO Thought Leader

JULY 11, 2023

Ledge empowers finance teams with tools to centralize their payments data, get a real-time payments snapshot, automate multi-way reconciliation, identify problem transactions, accelerate their investigations, and dramatically lower the risk of losses, all without any engineering support.

CFO 40

CFO Reconciliations Leadership Finance 40

CFO Thought Leader

JULY 13, 2023

Ledge empowers finance teams with tools to centralize their payments data, get a real-time payments snapshot, automate multi-way reconciliation, identify problem transactions, accelerate their investigations, and dramatically lower the risk of losses, all without any engineering support.

CFO 52

CFO Reconciliations Leadership Finance 52

CFO Thought Leader

AUGUST 2, 2023

Ledge empowers finance teams with tools to centralize their payments data, get a real-time payments snapshot, automate multi-way reconciliation, identify problem transactions, accelerate their investigations, and dramatically lower the risk of losses, all without any engineering support.

Reconciliations 52

Reconciliations CFO Leadership Finance 52

CFO Thought Leader

JULY 27, 2023

Ledge empowers finance teams with tools to centralize their payments data, get a real-time payments snapshot, automate multi-way reconciliation, identify problem transactions, accelerate their investigations, and dramatically lower the risk of losses, all without any engineering support.

CFO 52

CFO Reconciliations Leadership Finance 52

CFO Thought Leader

JULY 24, 2023

Ledge empowers finance teams with tools to centralize their payments data, get a real-time payments snapshot, automate multi-way reconciliation, identify problem transactions, accelerate their investigations, and dramatically lower the risk of losses, all without any engineering support.

CFO 52

CFO Reconciliations Leadership Finance 52

CFO Thought Leader

JULY 18, 2023

Ledge empowers finance teams with tools to centralize their payments data, get a real-time payments snapshot, automate multi-way reconciliation, identify problem transactions, accelerate their investigations, and dramatically lower the risk of losses, all without any engineering support.

CFO 52

CFO Reconciliations Leadership Finance 52

CFO Leadership

JANUARY 5, 2024

The automation of forward-thinking expense management solutions has already streamlined the process significantly, through developments like eliminating traditional expense reports and shaving the reconciliation process from days or weeks to hours. But thanks to generative AI, that’s just the tip of the iceberg.

Leadership 52

Leadership Reconciliations CFO Finance 52

PYMNTS

SEPTEMBER 29, 2020

NYMBUS said in a news release that Kendall is “an experienced leader” in digital technology and possesses “a proven track record” of leadership at high-growth firms. QuickBooks, Amazon to Provide Automatic Purchase Reconciliation. He will succeed Founder Scott Killoh, who will stay on board as executive chairman.

Banking 53

Banking Reconciliations Leadership Technology 53

The Finance Weekly

JANUARY 22, 2024

Attend board meetings and provide detailed financial reports and recommendations to company leadership. Some companies offer formal management training programs to prepare financial professionals for leadership roles. Leadership Skills This involves delegation, motivation, honesty, and integrity.

CFO 52

CFO Education Communication Leadership 52

CFO Leadership

OCTOBER 10, 2023

Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation. The post Preparing Your Finance Organization for the New Era of AI first appeared on CFO Leadership.

Financial Planning and Analysis (FP&A) 115

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

Future CFO

NOVEMBER 6, 2023

Convincing leadership Of course, organisations do not just run on their own as it has leaders in various areas of business who need to be on board with any change. The TotalEnergies financial controller said they leverage these technologies in automating various processes such as group consolidation and bank reconciliation. “We

Finance 98

Finance Reconciliations Technology Leadership 98

CFO Talks

JANUARY 30, 2023

Increased automation of financial processes such as accounts payable, bank reconciliations, financial closes and reporting is freeing up the CFO’s time, enabling them to focus their energies on analysis and storytelling rather than crunching numbers.

Finance 52

Finance CFO Accounts Payable Forecasting 52

PYMNTS

NOVEMBER 15, 2019

Moreover, this degrees of improved efficiency represents a powerful platform for us to continue to reduce our environmental footprint and continue our leadership in environmental sustainability.”.

Reconciliations 60

Reconciliations Transportation Leadership Invoicing 60

PYMNTS

NOVEMBER 12, 2020

“There are digital-native companies, especially in areas like eCommerce, where their ability to continue to stay in business primarily because they were digital has enabled them to take faster leadership in that space,” Kanthadai said. Businesses today “deal with dealers, distributors or other kinds of intermediaries.

Treasury 118

Treasury Cash Flow Forecasting Reconciliations Prioritization 118

CFO Thought Leader

OCTOBER 10, 2023

This is things like account reconciliations, incentive compensation, management. jb Vena | www.venasolutions.com | Toronto, ON The post 941: Mobilizing Your Team | Melissa Howatson, CFO, Vena appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA. So, we start with FP&A but then can go much broader than that.

CFO 52

CFO Financial Planning and Analysis (FP&A) Finance Reconciliations 52

Bramasol

JUNE 30, 2023

For example, RPA processes handling repetitive and rule-based tasks, such as data entry, document processing, and invoice reconciliation can be guided by new, higher level AI insights and learning capabilities. Customer Experience and Personalization: AI enables businesses to deliver personalized experiences to their B2B customers.

SAP 76

SAP B2B Leverage Analyzing Data 76

Centage

MAY 3, 2023

I love having the two systems that work together because I really felt a vulnerability with Excel – relying on it and having to constantly check formulas as well as getting the data into Dynamics GP – there was always a long reconciliation process – which is why we really needed Planning Maestro.

Budgeting 52

Budgeting Forecasting Nonprofit Reconciliations 52

PYMNTS

MARCH 16, 2018

According to Zervides, research suggests SMBs consider their accountants to be “trusted advisors” but are unimpressed with accountants’ ability to take on a leadership role and engage with their small business clients.

Accounting 53

Accounting Accounts Payable Reconciliations Leadership 53

VCFO

MARCH 4, 2022

Different elements of leadership will often have different views of how to grow the company. To assist in the reconciliation of differing expectations on what path to take or what an outcome will be, it is helpful to create more than one forecast view for discussion. Prepare multiple forecast views.

Forecasting 88

Forecasting Planning Reconciliations Leadership 88

Jedox Finance

SEPTEMBER 29, 2021

Data Silos – Sales data and financial data are separated, making reconciliation between those sources difficult. Having a separation between financial planning and sales planning limits the ability to accelerate those skills.

Financial Planning and Analysis (FP&A) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Budgeting 124

The Finance Weekly

FEBRUARY 22, 2023

For the CFO to achieve this effectively, their objectives and motivations must align with those of the rest of the leadership team. In contrast, a planning analyst can offer powerful support to the CFO by providing insightful forward-looking information that supports the leadership team and the board in making decisions.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

JANUARY 22, 2021

The focus is on real-time transactional data, and making sure we take manual processes out of reconciliation.". The role of the CFO is to provide strategic leadership to the company using financial data that the finance organization has access to," he said.

Healthcare 74

Healthcare Prioritization B2B Accounts Payable 74

Planful

JANUARY 11, 2022

Without AI, employees are burdened with hours of monotonous tasks like reporting and data reconciliation. This was great for business but led to increasingly long financial reconciliation times. 1 – Let AI do the heavy lifting. The good news is that AI is designed to handle rote tasks like this with ease.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

CFO Leadership

JANUARY 25, 2024

The automation of forward-thinking expense management solutions has already streamlined the process significantly, through developments like eliminating traditional expense reports and shaving the reconciliation process from days or weeks to hours. But thanks to generative AI, that’s just the tip of the iceberg.

Reconciliations 52

Reconciliations Finance Technology Banking 52

Future CFO

SEPTEMBER 14, 2020

Based on global findings, finance and accounting jobs involving leadership and people management are most likely to survive the robot revolution. accounting, reconciliation, the closing of books, etc). These jobs require the human skills of decision-making, connecting, coaching, planning, and creative work.

Accounting 40

Accounting Leadership Finance Profit and Loss 40

PYMNTS

OCTOBER 19, 2017

There are modules for onboarding submerchants and managing fraud and risk, all the way through to settlement, reconciliation and reporting. Amaryllis crafts modular solutions for payment facilitators (PayFacs) and merchant acquirers, which can be used in any system serving multiple sellers and buyers and implemented in whole or in part.

Startups 41

Startups Reconciliations Leadership Banking 41

The Charity CFO

JANUARY 5, 2023

It is not just about the money–it’s about strategy, governance, and leadership. At TheCharityCFO, we provide bookkeeping services, budgetary reconciliation, real-time tracking of your financial health, and specialized data analytics to help you make informed decisions. Interdependence.

Nonprofit 52

Nonprofit GAAP Budgeting Auditing 52

PYMNTS

JANUARY 26, 2017

“Processing corporate payments as peer-to-peer, directly on blockchains, gives for instant settlement and, therefore, real-time reconciliation and accounting,” the company said. Real-time payments and reconciliation, the company added, could be a major boost to corporate cash management efforts, too.

SAP 57

SAP Invoicing Reconciliations B2B 57

Jedox Finance

OCTOBER 1, 2020

On the other hand, so many companies still struggle with their transformation and are challenged by even the simplest of processes such as intercompany or bank reconciliation. Right now, we are looking at two almost extreme cases: On one hand, we are at a stage where the transformation can be completed because of all the tools are available.

Finance 141

Finance Problem Solving Reconciliations Investments 141

Future CFO

OCTOBER 23, 2019

They are increasingly involved in co-driving corporate strategies together with the rest of the executive leadership through the planning of both financial and non-financial resources.

Finance 52

Finance Financial Planning and Analysis (FP&A) Concentration Reconciliations 52

PYMNTS

JUNE 5, 2017

These leadership changes are responsive to our priorities of rebuilding trust with team members and customers … so that we can learn from the past,” Mack said in a May 24 memo. Reducing reconciliation costs — regulators have noted — might be one area where blockchain technology might in the future be applicable.

Leadership 43

Leadership Reconciliations Accounting Banking 43