Collectiv

MAY 19, 2025

Yet for most business leadersespecially in finance, sales, and operationsthats exactly how it feels. But theyve been locked out of the planning process because traditional tools werent built for them. Scenario Planning and Simulations Pre-built scenarios (e.g., Forecasting shouldnt require a PhD in Excel or a week of IT support.

Forecasting 52

Forecasting Planning Budgeting Auditing 52

Focus CFO

NOVEMBER 22, 2024

Heading into 2025, accurate sales forecasting is more critical than ever. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead.

Forecasting 52

Forecasting Budgeting Sales CFO 52

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

CFO Dive

JUNE 10, 2025

Published June 10, 2025 Jim Tyson Senior Reporter post share post print email license ferrantraite via Getty Images Dive Brief: Optimism among small businesses rose in May from a four-month slump on expectations for brighter business conditions and higher sales, the National Federation of Independent Business said Tuesday.

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CFO Dive

MAY 26, 2023

As consumer spending slumps, the bulk retailer is holding back on its plans to boost membership fees and aiming to grow e-commerce and mobile sales.

Sales 290

Sales Retail Planning 290

Nerd's Eye View

FEBRUARY 11, 2025

Read More.

Planning 60

Planning Valuation Sales Investments 60

Global Finance

DECEMBER 5, 2024

Factors contributing to the losses included decreased total sales; increased fixed asset deterioration, especially in hydrocarbon processing plants; and losses on foreign exchange. Pemexs total sales were 7.7% The plan seeks to reduce inefficiencies, diversify energy sources, and pay down debt while protecting output levels.

Foreign Exchange 109

Foreign Exchange Concentration Budgeting Finance 109

Accountancy Today

JUNE 2, 2025

FRP Corporate Finance has helped support technology firm, Tradeteq, on its sale to working capital structuring and advisory firm, Silver Birch Finance.

Corporate Finance 40

Corporate Finance Finance Sales Securities 40

Navigator SAP

AUGUST 12, 2022

Enterprise resource planning software, with its ability to manage production, planning, purchasing, accounting, manufacturing, sales, distribution, customer service, and every other aspect of business, used to be a privilege reserved only for big corporations.

SAP 246

SAP Manufacturing Sales Planning 246

CFO News

APRIL 30, 2025

Summer product companies face sales decline after a strong March. Air conditioner and refrigerator sales dropped in April, especially in the South and East. Beverage sales saw a marginal impact in specific markets. Companies postpone planned price hikes.

Sales 40

Sales Planning Marketing 40

Global Finance

SEPTEMBER 5, 2024

Klarna Group, Europe’s leading payment solutions disrupter, is exploring a secondary share sale ahead of its 2025 initial public offering in the US. The planned listing will shape the next phase in Klarna’s global expansion. The post Klarna Considers Share Sale Ahead Of Listing In US appeared first on Global Finance Magazine.

Sales 105

Sales Valuation Startups Finance 105

Navigator SAP

JUNE 25, 2024

The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software. Navigator Business Solutions has been named to Bob Scott’s Top 100 VARs for 2024.

Sales 217

Sales Accounting Planning 217

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 56

Planning Leadership Leverage Sales 56

Global Finance

JULY 23, 2024

The plan by the Big Three banks to unwind their cross-shareholdings points to a long-awaited turn to better corporate governance. Mitsubishi UFJ Financial Group said it plans to sell $2.2 The post Japan Megabanks’ Strategic Share Sale Marks Big Priority Shift appeared first on Global Finance Magazine. billion by March 2025.

Sales 111

Sales Banking Investments Planning 111

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

Navigator SAP

APRIL 19, 2024

Integrations are essential components of enterprise resource planning solutions (ERP). They are designed for running a business-end-to-end and encompassing all areas of operations including sales, production, financial management, human resources, and other parts of a business. ERP systems are broad.

SAP 273

SAP Sales Planning 273

Nerd's Eye View

MAY 29, 2024

And while many businesses can build up substantial value over the years, the downside is that, when that value is realized upon the sale of the business, a large amount of it is treated as taxable income. One way to reduce the tax impact of selling a small business is by using an installment sale. Under IRC Sec. Under IRC Sec.

Sales 98

Sales Credit Risk Investments Accounting 98

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

CFO Thought Leader

JANUARY 5, 2025

In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of businesss most critical challenges: aligning sales, operations, and finance around a common goal.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

Navigator SAP

APRIL 29, 2022

You implemented your enterprise resource planning (ERP) system because you wanted your business to operate more efficiently, with stronger and more automated controls—and, of course, you wanted to reap cost savings from those benefits. But are you getting what you need from your system?

Sales 235

Sales Planning 235

Accountancy Today

APRIL 28, 2025

FRP Corporate finance has advised UK-based Trust Property Management Group on its sale to PHM Group for an undisclosed sum. Established in 2006, the Trust Group operates in the London metropolitan area and specialises in the management of residential properties and other expert services in the field of property management.

Corporate Finance 40

Corporate Finance Sales Finance Marketing 40

Nerd's Eye View

MAY 19, 2025

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession.

Problem Solving 56

Problem Solving Communication Planning Education 56

Navigator SAP

JULY 22, 2022

One of those areas being considered for the cloud is enterprise resource planning software (ERP), for example. Both come highly recommended for SME owners, but a key decision to be made before adopting one is whether to run them on-premise or in the cloud.

SAP 241

SAP Budgeting Sales Planning 241

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

Navigator SAP

JUNE 24, 2022

Today, life sciences firms need the power and features of industry-standard enterprise resource planning software such as SAP Business ByDesign. Better Financial Planning Many businesses uses QuickBooks or Xero for financial management. When that is lacking, situations arise like what happened recently at Public Health England.

Pharmaceutical 246

Pharmaceutical SAP Manufacturing Compliance 246

Navigator SAP

DECEMBER 13, 2024

Consumers want environmentally friendly products, and delivering on these wants both helps sales and creates added brand differentiation. An enterprise resource planning solution (ERP) can help a CPG business get there. For a CPG business, taking part in the circular economy is increasingly important.

Sales 196

Sales Planning Marketing 196

Global Finance

MAY 14, 2024

The companies plan to expand sales to the Middle East, Africa, India, and other regions in late 2024, but not in the United States, the companies said. The post Stellantis, Leapmotor Partner On Chinese EV Sales In Europe appeared first on Global Finance Magazine.

Sales 96

Sales Finance Planning Marketing 96

Accountancy Today

MAY 14, 2025

FRP Corporate Finance has revealed it has advised GEV Wind Power, a global specialist services provider to the wind energy industry, on its sale to Certek. The team completed a thorough marketing and sales process which attracted the attention of numerous potential industry buyers as well as private equity acquirers.

Corporate Finance 40

Corporate Finance Finance Sales Compliance 40

CFO News

MAY 13, 2025

Andhra Pradesh Chief Minister N Chandrababu Naidu is concerned about tax evasion, especially in gold sales, and is pushing for AI-driven solutions across departments to boost revenue. He is also focusing on preventing illegal liquor sales, increasing transport revenues, and monetizing red sanders stocks. lakh crore for 2025-26.

Transportation 40

Transportation Planning Sales 40

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Practice Management 98

Practice Management Valuation Compliance Planning 98

Barry Ritholtz

MARCH 31, 2025

But the way this sell-off feels, and especially how sentiment measures from consumers and CFOs are running on future spending plans and CapEx plans, implies the market is fearing something wicked this way comes. I understand that any VAT or sales tax is agnostic as to place of production, while tariffs are not.

Economics 121

Economics Entertainment Education Marketing 121

Global Finance

FEBRUARY 5, 2025

In the shorter term, the bi-continental countrys much-vaunted Twelfth Development Plan (2024 to 2028) aims to improve its international stature, fostering prosperity and combating inflation whilst maintaining strong and sustainable public finances. EVs are expected to account for 30% of total auto sales by the end of this year.

Foreign Exchange 117

Foreign Exchange Economics Investments Prioritization 117

Global Finance

JANUARY 2, 2025

One is that the failure rate of acquisitions is 70% to 75%, where those acquisitions dont increase sales or decrease costs or create shareholder value. If you look at buyers in general, their operating position, their earnings, their sales, are weakening over time. We found some amazing things.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Bramasol

JANUARY 28, 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. During the same timeframe, 60% of S/4HANA sales were to new clients, with 41% opting for RISE and 45% selecting GROW.

SAP 77

SAP Data Analysis Leverage Manufacturing 77

CFO Talks

FEBRUARY 5, 2025

A good budget helps a company plan its spending, control costs, and make smart decisions. It requires careful planning, accurate numbers, and constant checking to make sure things stay on track. A business unit budget is a financial plan that outlines how much money a department expects to earn and spend.

Budgeting 52

Budgeting SAP Financial Data Planning 52

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

Nerd's Eye View

JANUARY 28, 2025

We also talk Kay Lynn's current role managing her firm's mergers and acquisitions activity (including how she and her business partner decided to sell their previous firm to Merit rather than go through their own internal succession), why Kay Lynn sees more value in selling firms when their G2 advisors are also equity owners, even if the founder is (..)

Leadership 56

Leadership Valuation Planning Sales 56