Bramasol

JANUARY 28, 2025

SAP Joule was also identified by Bramasol as a prime example of leveraging embedded agentic AI in our post on Trends to Watch in 2025. SAP S/4HANA Cloud Private Edition also introduced new features, including AI-assisted master data governance, AI-assisted sales order fulfillment monitoring, AI-assisted conversational planning, and more.

SAP 77

SAP Data Analysis Leverage Manufacturing 77

Future CFO

SEPTEMBER 5, 2024

Second, Young says there are risks to a Sales Growth standpoint. A best practice is to assign a point person (or group) who leads stakeholder engagement on sustainability goals and leads a visible drumbeat to ensure the multifunction is cohesive in implementing sustainability plans.

Leverage 98

Leverage Profit and Loss Compliance Finance 98

The Finance Weekly

MAY 5, 2024

Leading the growth in almost every company is the sales team. For instance, let's talk about car sales. The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO Thought Leader

DECEMBER 1, 2024

In this episode of Planning Aces , Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). David Morris (Guardian Pharmacy Services): Shares Guardian’s journey to IPO, emphasizing data infrastructure and rigorous planning.

Technology 52

Technology CFO Leverage Finance 52

Nerd's Eye View

FEBRUARY 25, 2025

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.

Planning 59

Planning Leadership Leverage Sales 59

Fpanda Club

JANUARY 23, 2025

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Yet, many organizations exclude FP&A from these discussions, leaving marketing or sales teams to make decisions without a detailed financial perspective.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Nerd's Eye View

SEPTEMBER 26, 2023

What's unique about Bridget, though, is how, as a solo advisor, she found herself overwhelmed with the pressures of having to manage different aspects of her business while also providing great service to her clients as she quickly grew to $77M of AUM in 7 years, and has decided to not to "scale" her firm by hiring more advisors but instead leverage (..)

Leverage 98

Leverage Planning Compliance Investments 98

Bramasol

JANUARY 15, 2025

The Spread of Agentic AI Over the past two years, the rise of Generative AI applications, started by Open AI's ChatGPT and quickly followed by big players such as Google, Meta, Apple and more, have radically changed the world of business and personal usage cases for leveraging artificial intelligence.

SAP 107

SAP Compliance Leverage B2C 107

Global Finance

DECEMBER 16, 2024

If we can leverage AI to roll out hyperpersonalization at scale, our wealth management profits would grow significantly. We are using the GitHub co-pilot and combining it with our own source code to leverage customer value. Nordea is experimenting with AI to enhance the delivery of digital services to SMEs by improving time to market.

Banking 105

Banking Finance Leverage Technology 105

Nerd's Eye View

SEPTEMBER 13, 2023

In particular, financial advisors who offer ongoing services to clients can focus on 3 key areas that are unique to service-based sales as part of a successful sales strategy. Read More.

Sales 98

Sales Planning Communication Leverage 98

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. Your budget is a roadmap of your business’s financial goals and how you plan to reach them. What Is Financial Forecasting?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

PYMNTS

SEPTEMBER 30, 2020

The latest Buy Now, Pay Later Tracker ® examines how trends are therefore leading many luxury merchants to turn to flexible payment solutions such as buy now, pay later (BNPL) plans as greater numbers of younger consumers — and consumers in general — move online. Around The Buy Now, Pay Later World. Offering these BNPL options in the U.S.

Planning 111

Planning eCommerce Retail Leverage 111

Navigator SAP

MARCH 11, 2022

Enterprise resource planning (ERP) solutions have been around for decades, so you likely have a sense of what they can do. Entrepreneurs often love leveraging the power of applications to accomplish their work, but how truly effective is your software if it’s all siloed in disparate systems? Why change what isn’t broken?

Communication 246

Communication Leverage Forecasting Manufacturing 246

E78 Partners

FEBRUARY 26, 2025

Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? According to Gartner, 53% of organizations do not fully achieve their strategic objectives, often due to poor planning. Use past data to predict future performance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting 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. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

Centage

OCTOBER 11, 2022

Workforce planning is important to meeting your organization’s strategic vision, but it’s something that many consider a kind of fortune telling. In reality, it’s more science than art, and should be a critical component of management’s operational planning – especially during uncertain times. Download the Workforce Planning Toolkit.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

JUNE 29, 2020

revved a little higher Monday (June 29) as online car sales platform Shift announced it will go public in the third quarter via a complicated reverse merger arrangement. A spokesperson for Shift indicated that the company expects the move will make online auto sales a three-horse race between Shift, Vroom and Carvana.

Planning 98

Planning Sales Leverage Marketing 98

PYMNTS

DECEMBER 2, 2020

Many American consumers are feeling the financial squeeze as the holiday shopping season goes on and will be turning to flexible spending plans to help put them at ease. The study revealed merchants that offer flexible payment plans could tap into a loyal, sizable pool of digital consumers. Around The Buy Now, Pay Later World.

Sales 77

Sales Retail Budgeting Leverage 77

CFO Talks

JUNE 8, 2025

Disruption hits before the board even signs off on the plan. You can look at product-level margins, assess which clients are draining capacity, and evaluate the cost of each sales channel. Link your accounting, CRM, HR and sales data into a single financial management platform. Hoping nothing changes too much. Markets shift.

Budgeting 52

Budgeting CFO Forecasting Financial Systems 52

CFO Thought Leader

NOVEMBER 3, 2024

In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. The CFOs discuss how setting clear constraints enhances strategic planning and drives more thoughtful decision-making.

Financial Planning and Analysis (FP&A) 52

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

Bramasol

MAY 9, 2022

The need for flexible plans without pre-defined spending levels demands a solution that is purpose built to handle the complexity, uncertainty, and volume of transactions. While leading edge companies are moving to subscription models, leading edge innovators are keep ahead with consumption and usage based models.

SAP 95

SAP Leverage Invoicing Compliance 95

Navigator SAP

AUGUST 16, 2023

They can leverage this same cloud-based software to streamline project management, whether working on a custom or urgent fulfillment requirement or as an ongoing internal control for project-based production. Businesses implement ERP Industry 4.0 systems to give them complete control over their processes, costs, and productivity.

Manufacturing 130

Manufacturing Budgeting Leverage Sales 130

Centage

AUGUST 8, 2023

Worse, when your company is ready to migrate to a new financial model, like rolling forecasts and scenario planning , or report on company performance, Excel may hold you back from making the leap to move your company forward. If scenario planning is something that would benefit your company, spreadsheets can slow down that process, too.

Budgeting 98

Budgeting Planning Forecasting Financial Modeling 98

E78 Partners

JUNE 17, 2025

To capture these gains, firms align go-to-market strategies, integrate sales teams, and streamline customer onboarding. Disney leveraged Pixar’s creative engine and loyal fan base while expanding distribution, merchandise, and theme park experiences around Pixar’s intellectual property.

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52

CFO News Room

DECEMBER 21, 2022

Supported by the online retail giant’s sophisticated consumer experiences, Singles’ Day has become the world’s biggest annual shopping event, with sales outperforming Black Friday and Cyber Monday combined. Singles’ Day has redefined shopping festivals to drive both short-term sales and long-term quality growth for merchants and brands.

Sales 100

Sales Benchmarking Entertainment Retail 100

PYMNTS

NOVEMBER 13, 2020

Satyan Merchant, senior vice president and automotive business leader at TransUnion, said that “while the overall percentage of auto accounts leveraging financial accommodation programs has been declining, there were approximately 3.8 Online Sales Are Also Booming. Trucks Are Hot This Year.

Sales 85

Sales Banking Manufacturing Transportation 85

Barry Ritholtz

APRIL 17, 2025

It doesnt matter if it is Nvidia, Bitcoin, founders stock, or an employee stock option purchase plan (ESOP), sometimes the sheer size of a windfall is paralyzing. Every sale was a source of regret, as stocks kept going up, up, up. Manage a Windfall : What should you do when you are sitting on enormous, life-changing wealth?

Investments 107

Investments Profit and Loss Math Accounting 107

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. My guest on today's podcast is Jim Ludwick.

Leverage 98

Leverage Prioritization Sales Education 98

PYMNTS

NOVEMBER 24, 2020

PYMNTS recently spoke with Katie Swett Miller , eCommerce product lead at payment platform provider Square , to discuss how SMBs are continuing to make sales during the pandemic and preparing themselves for whatever the future has in store. “In

Sales 84

Sales Retail Leverage eCommerce 84

Trade Credit & Liquidity Management

JUNE 12, 2025

Sales inched up +0.2% Service-based small businesses led growth: Service sales rose +3.9% Restaurant sales among small businesses increased by +1.8% Restaurant sales among small businesses increased by +1.8% Retail sales grew modestly year-over-year (+0.9%), but declined -1.0% despite ongoing economic uncertainty.

Benchmarking 52

Benchmarking Economics Sales Prioritization 52

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. Trackers and Reports. with Salesforce.com.

Retail 83

Retail Planning Pharmaceutical eCommerce 83

CFO Plans

JANUARY 27, 2025

By tailoring product development and customer service efforts toward these segments, they increased customer retention by 20% and significantly boosted sales. This requires targeted financial planning, ensuring every dollar spent aligns with strategic goals.

Prioritization 52

Prioritization CFO Concentration Planning 52

CFO Talks

MARCH 13, 2025

Whether you’re a finance professional, business owner, or decision-maker, understanding how to leverage FIS can mean the difference between reactive problem-solving and proactive success. This shift allows businesses to move from reactive decision-making to proactive planning.

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52

Trade Credit & Liquidity Management

JUNE 10, 2025

The Credit and Collections function plays a major role in your company’s ability to generate the liquidity and working capital needed to meet its sales and financial objectives. The policy should consider your company’s risk tolerance, revenue, and profit objectives while supporting the sales and cash forecasts.

Invoicing 52

Invoicing Sales Accounting Securities 52

CFO Dive

JUNE 17, 2025

The company has also announced a number of sweeping changes and initiatives this year, including plans to create two new headquarters in Irvine, California and Plano, Texas, the company said in a February press release. During his tenure as CFO, Turner was “instrumental in driving bold actions that leverage Yum!’s The Byte by Yum!

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PYMNTS

OCTOBER 16, 2020

Numerous quick-service restaurants (QSRs) have deployed these technologies to support their operations, tailor their customer service approaches and even boost sales, but many players, including several big names, have been reluctant to invest in such innovations. The alteration led to a 3 percent increase in sales in Canada, the chain said.

Leverage 109

Leverage Data Analysis Sales Securities 109