The Finance Weekly

OCTOBER 8, 2023

To handle these challenges well, it's crucial to plan carefully and use efficient tools for managing finances. Business budgeting software is a specialized tool that helps companies plan, manage, and analyze their finances. Various software choices come with unique features, interfaces, and prices.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Forecasting 52

Nerd's Eye View

JUNE 5, 2023

Welcome to the June 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 73

Planning Technology Compliance Numbers 73

Lime Light

JUNE 12, 2023

However, when your skilled FP&A team members spend hours gathering and formatting static spreadsheets, that’s less time being spent on analyzing results, developing what-if-scenarios, and modeling strategic plans and forecasts. Having an accurate and dynamic forecast creates a confident finance function in any business.

Financial Planning and Analysis (FP&A) 75

Financial Planning and Analysis (FP&A) Planning Strategic Planning Forecasting 75

Future CFO

JANUARY 14, 2024

Trusting the cloud to manage financial data and reporting can be a game-changer for financial planning and analysis. Financial performance management platform Planful enumerated the benefits that cloud finance solution can bring to the table: Cost savings and predictability. A cloud-based platform ensures data is secure.

Finance 52

Finance Budgeting Securities Financial Data 52

Bramasol

DECEMBER 19, 2023

1) De-mystifying SAP’s Subscription Management Solutions In this webinar, you'll discover various tools offered by SAP that assist companies in handling subscription plans and models. Gain valuable insights into the crucial decision factors for selecting the most suitable tool aligned with your business model. Watch Now!

SAP 86

SAP Compliance Sales Accounting 86

Cube Software

DECEMBER 18, 2023

Understanding Datarails: its strengths and limitations Datarails is an FP&A platform tailored for Excel users, primarily designed to automate data consolidation, reporting, and planning.

Finance 52

Finance Financial Modeling Planning 52

Spreadym

JUNE 6, 2023

Financial forecasting is a critical aspect of financial planning and decision-making for businesses, organizations, and individuals. Financial forecasting is a critical aspect of financial planning and decision-making for businesses, organizations, and individuals.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 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!

Startups 90

Startups Technology Investments Planning 90

VCFO

FEBRUARY 13, 2024

“It’s exciting to be part of the nominating committee for entrepreneurs to tell their story on this best-in-class business award platform,” says Ken Doward, Managing Director for vcfo’s Austin market. This award is a recognition of success among the best entrepreneurs building long-term value.

Planning 88

Planning Marketing Leadership 88

The Finance Weekly

AUGUST 30, 2022

Why are FP&A software tools essential for small businesses? FP&A software tools are increasingly important for businesses of all sizes. Historically, FP&A teams primarily existed as a separate department, mostly among large and established companies. But all of that has changed. , Most important, is the size and speed of data.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

Nerd's Eye View

APRIL 1, 2024

SmartAsset launches an Advisor Marketing Platform to help advisors buying SmartAsset leads to automate the follow-up and nurture of those leads, from automated calls and text messaging to nurture emails, in an effort to lift lead quality and conversion rate.

Planning 68

Planning Technology Startups Finance 68

CFO News Room

JANUARY 15, 2023

I am not a prolific user of social media platforms, completely inactive on Facebook and a casual lurker on LinkedIn, but I do use Twitter occasionally, and have done so for a long time, with my first tweet in April 2009, making me ancient by Twitter standards. The Twitter Story. Inception to IPO. My forecasted revenues for 2023 of $11.2

Valuation 130

Valuation Advertising Numbers Education 130

Centage

SEPTEMBER 20, 2022

Between pandemic insecurities, a supply chain crisis, labor shortages, and the growing threat of recession, companies that rely on traditional planning and forecasting may find themselves struggling to stay competitive. The result is that you can evaluate what-if scenarios and adjust your plans as needed.

Financial Planning and Analysis (FP&A) 98

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

Centage

JUNE 28, 2023

When it comes to automation, what’s particularly beneficial is the way technology can automate how financial data flows through models and forecasts, freeing financial teams from the manual labor of attempting to create forecasts via spreadsheets. Accurate measurements also allow businesses to engage in scenario modeling.

Forecasting 98

Forecasting Financial Planning and Analysis (FP&A) Cash Flow Forecasting Finance 98

Centage

DECEMBER 21, 2023

Other users find more dramatic time savings in repetitive, manual processes like rolling up multiple P&Ls, creating reports for multiple locations or entities, and modeling what-if scenarios on the fly. “Excel had become extremely painful whenever I needed to layer on another acquisition or modify my projections.”

Budgeting 52

Budgeting GAAP Forecasting CFO 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. Integrated planning & reporting All too often, the finance team finds itself in a silo.

Financial Planning and Analysis (FP&A) 40

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

Barry Ritholtz

MARCH 23, 2024

By Pouring Billions Into Public Housing : One quarter of residents in the French capital live in government-owned housing, part of an aggressive plan to keep lower-income Parisians — and their businesses — in the city. program like ChatGPT is something called a large language model: an algorithm that mimics the form of written language.

Math 69

Math Investments Finance Sales 69

Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

Nerd's Eye View

SEPTEMBER 13, 2022

Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 Welcome back to the 298th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Carolyn Armitage.

Leadership 65

Leadership Concentration Planning 65

Bramasol

APRIL 28, 2022

This episode focuses on how DSE business models present new challenges with regard to Financial Planning & Analysis (FP&A) processes, which require enhanced agility, scalability and end-to-end integration to handle DSE's inherently dynamic requirements. It's no longer sufficient for businesses to just have accurate data.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) SAP Planning Forecasting 88

Jedox Finance

MARCH 7, 2023

Tapping into the Jedox platform and its endless integration capabilities, Jedox created a ChatGPT integration model to show how finance, sales, HR, marketing, supply chain, and environmental, social, and governance (ESG) teams can experiment with generative AI in their integrated business planning (IBP) processes.

Planning 52

Planning Concentration Forecasting Finance 52

The Finance Weekly

OCTOBER 13, 2022

3) Best Work- Life balance “With the rise of ‘quiet quitting’ due to post-pandemic burnout, more companies are permanently adopting a remote/hybrid work model or expanding their time off policies. Three FP&A solution companies scored big in this year’s company awards given out by job hunting website Comparably. 1) Happiest employees.

Financial Planning and Analysis (FP&A) 98

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

Nerd's Eye View

FEBRUARY 6, 2023

Welcome to the February 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!

B2B 79

B2B Planning Technology Investments 79

Jedox Finance

SEPTEMBER 6, 2022

The Jedox platform 2022.3 release makes the “big” and “little” things easier for you to report business progress, run routine tasks, and adapt models to your current market dynamics. Additionally, model developers can define simple and specific values to retrieve attributes to present related cells in list views within models.

Planning 52

Planning Profit and Loss Forecasting Financial Analysis 52

Spreadym

FEBRUARY 12, 2023

All these developments are displayed not only in documents, reports and final results of the company, they are subject to serious adjustments in installed business systems, like bi tools, financial analysis software, manufacturing planning software, resource planning software and others.

Financial Analysis 52

Financial Analysis Manufacturing Strategic Planning Construction 52

Future CFO

APRIL 24, 2024

Finance operations are not as simple and clear-cut as it was decades ago. Given the imperative to accelerate digital transformation across industries, CFOs and finance teams need to get better at adopting new technologies and driving the integration needed to make these work optimally. Here are five ways.

SAP 52

SAP Finance Invoicing CFO 52

Jedox Finance

FEBRUARY 22, 2023

The Jedox platform 2023.1 Creating custom reports and visualizations with easy drag-and-drop functionality makes communicating plans and performance across the organization straightforward. Model and report builders can pin the most important key performance indicators (KPIs) to the top of dashboards.

Budgeting 52

Budgeting Forecasting Communication Finance 52

PYMNTS

DECEMBER 29, 2020

Plus, one FinTech offers a new spin on the open banking model to drive financial inclusion. To meet the needs of is larger SMB customer base, Radius Bank announced the rollout of its new business banking platform and mobile app for small firms, developed as a result of the Narmi partnership. Citi Builds Open Banking Marketplace.

Cash Flow Forecasting 123

Cash Flow Forecasting B2B Startups Financial Data 123

Nerd's Eye View

DECEMBER 4, 2023

Welcome to the December 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!

Leadership 82

Leadership Planning Technology Numbers 82

CFO Thought Leader

JANUARY 27, 2024

This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through turbulent times and the importance of balancing short-term opportunities with long-term strategic planning. Konold managed this surge and the subsequent market normalization.

Strategic Planning 52

Strategic Planning Leadership CFO Planning 52

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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 82

Planning Compliance Technology Startups 82

Centage

NOVEMBER 8, 2023

Building and maintaining an effective budget is daunting no matter what industry you’re in — but financial planning for nonprofits is especially tough. These models link to the operating plan and can help predict how an organization would fare when faced with different variables. No formulas.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Nonprofit Budgeting GAAP 52

Centage

AUGUST 10, 2022

Better business planning. Keep reading to discover the best practices for better business planning during times of economic upheaval along with tips on how to prepare for a return to normalcy. The answer? Instead, companies should look to increase data access so they can make more informed decisions in the coming months.

Planning 98

Planning Budgeting Economics Forecasting 98

Jedox Finance

JUNE 5, 2023

Historically, Jedox model and report builders construct dashboards as a visual representation of data that helps business users track and monitor key performance indicators (KPIs). Jedox platform release simplifies the process of comparing expected and actual performance through the following enhancements.

CFO 52

CFO Benchmarking Forecasting Communication 52

The Finance Weekly

MARCH 5, 2024

One of the questions we frequently receive from our readers is, "Which SaaS solution will have the biggest impact on my company?" Given the multitude of answers and approaches available online, we've decided to provide a definitive answer. This question was tricky, and we were eager to see the results.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

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? The primary objectives of FP&A. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

Nerd's Eye View

DECEMBER 5, 2023

billion of AUM (and is now increasing the firm's marketing budget and hiring a dedicated marketing professional to help further expand his firm's reach). billion of AUM (and is now increasing the firm's marketing budget and hiring a dedicated marketing professional to help further expand his firm's reach).

Planning 74

Planning Leverage Budgeting Marketing 74