Fpanda Club

NOVEMBER 15, 2022

FP&A teams do not have a crystal ball… Yet, they have to answer management’s questions about the future every day. What sales will the company generate next year? Various types of uncertainty can be well illustrated by the so-called Rumsfeld matrix widely used in risk analysis and risk management.

Concentration 130

Concentration Forecasting Risk Management Risk Analysis 130

Future CFO

AUGUST 1, 2023

Supriya Deka: The general features of financial applications include accounting, reporting & analytics, bank reconciliation, billing & invoicing, asset management, budgeting & forecasting, financial risk management, expense tracking, and payroll management.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

Spreadym

MAY 10, 2023

It can be very useful for such sectors as agriculture that results of final production, stock loadings and goods amount for sale can be hardly defined. For instance, you can modify variables like sales growth rates, pricing strategies, or production costs to understand the potential impact on revenue, profitability, and cash flow.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Risk Management 52

Future CFO

NOVEMBER 7, 2023

Taiwan and Singapore saw significant drops, while China and Vietnam experienced an increase in B2B sales on credit, the firm added. These efforts had a positive impact, with late payments across Asia declining by 12% over the past year, now affecting 44% of all B2B invoiced sales, the firm noted.

B2B 52

B2B Invoicing Credit Risk Risk Management 52

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Prioritization 74

Prioritization Risk Management Communication Finance 74

CFO Thought Leader

JANUARY 18, 2024

For Moderna, the covid wunderkind that captured almost $40 billion in sales over the course of a couple of years – it’s go-to -market feat was perhaps even more impressive given the brevity of its existing resume. “If Or so Mock explains as he details how Moderna is “de-risking” drug development. Or so the industry wisdom goes.

CFO 52

CFO Leadership Risk Management Finance 52

CFO Simplified

JUNE 23, 2022

Prepares monthly sales tax returns. Risk Management: Is insurance coverage sufficient to provide the needed protection at a reasonable cost? Reconciles the bank accounts. Codes and processes Accounts Payable invoices. Issues Accounts Payable checks. Provides reporting to banks. Responsible for AR Collections. What is a CFO?

CFO 96

CFO Cash Flow Forecasting Accounts Payable Forecasting 96

CFO Share

JULY 27, 2023

For example, AI is capable of digesting millions of e-commerce sales records to spot emerging trends in product consumption. By analyzing historical data, market trends, and various external factors, AI algorithms can generate more accurate sales forecasts, demand predictions, and financial projections.

CFO 40

CFO Data Analysis Analyzing Data Risk Management 40

Beacon CFO Plus

NOVEMBER 15, 2023

Risk Management: Identifying and mitigating financial risks is crucial for SMEs. Fractional CFOs assess risks and implement strategies to protect your company’s financial interests. Discover how a fractional CFO can serve your needs by offering cost-effective access to strategic financial leadership and expertise.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

PYMNTS

SEPTEMBER 15, 2020

Rising eCommerce volumes and an embrace of the direct-to-consumer (D2C) sales model has led merchants to shift their own payment strategies — and seek out banking providers that can address those changing needs.

B2B 119

B2B Risk Management Compliance Prioritization 119

PYMNTS

DECEMBER 7, 2018

Reuters , citing three people with knowledge of the discussions, reported that because the Federal Reserve rejected Wells Fargo’s plan it could take longer for the Fed to lift the asset cap on the company put in place due to a series of sales practices scandals. Instead, it was told to go back and improve upon the plan.

Planning 58

Planning Risk Management Compliance Banking 58

PYMNTS

JUNE 10, 2020

EdgeCTP combines a myriad of business produces, including shipping and logistics, sales, and stock and warehouse, among other processes. In separate news, Western Union teamed with Integral for Integral BankFX, a new risk management solution. BankFX will be linked to the cloud.

Foreign Exchange 52

Foreign Exchange Risk Management Currencies Economics 52

Spreadym

NOVEMBER 3, 2023

Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Share

NOVEMBER 15, 2023

Rather than maximizing profits, focus on minimizing risks. Strengthen Your Core Offering to Elevate Sales Revenue Optimization: Your core offerings are the backbone of your business. A routine collections process is inexpensive risk management for any business.

Strategic Planning 52

Strategic Planning Risk Management Budgeting Planning 52

PYMNTS

AUGUST 24, 2018

That means retailers and other companies need to up their risk management and hedging games — and do so before one crisis or another (a currency collapse in Turkey one week, who knows what next?) A long-term and proactive look from the point of view of the financial hedging and risk management opportunities.

Risk Management 40

Risk Management Currencies Manufacturing Forecasting 40

Beacon CFO Plus

MARCH 13, 2023

When part-time CFO services are provided, the time spent on-site at the client can cover a variety of tasks: treasury, cash flow, insurance, accounting, strategy, logistics of systems (if your company is growing), as well as risk management. Additional items to review include: Gross margins The drivers affecting margins (e.g.,

CFO 52

CFO Leadership Prioritization Treasury 52

PYMNTS

MAY 5, 2020

David Olsson will serve as global managing director of European and Asian markets, while Wittney Rachlin will serve as chief growth officer. Olsson will be tasked with expanding the institutional services of BlockFi, supervising sales strategy, business development and risk management throughout Asian and European markets.

Finance 67

Finance Leadership Risk Management Sales 67

PYMNTS

JUNE 15, 2018

In a press release issued on Thursday (June 14), the companies announced their partnership aimed at increasing visibility and risk mitigation in businesses’ supplier sourcing and management processes, and through their overall procurement operations. ”

Risk Management 43

Risk Management Leverage Sales Technology 43

Spreadym

SEPTEMBER 12, 2023

Create a Revenue Forecast: Estimate your expected income sources, including salaries, sales revenue, investment income, grants, or any other sources of revenue. Industry Trends: Industry-specific trends and market conditions can affect pricing strategies, sales forecasts, and overall business strategy.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

PYMNTS

APRIL 8, 2019

RiskLens, a cyber risk management software company, has raised $20.55 The funding follows a $5 million series A round in July, and it will be used for expansion of sales, marketing and engineering, among other things. million in a series B funding round, according to reports. . CEO Nick Sanna said he was happy with the round.

Risk Management 40

Risk Management Prioritization Communication Investments 40

Spreadym

JUNE 8, 2023

A plan typically covers a longer time horizon, such as three to five years, and encompasses various aspects of the business, including sales, marketing, operations, and human resources. Cash Flow Management: Forecast and manage cash flows to ensure sufficient liquidity for ongoing operations.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

PYMNTS

JANUARY 11, 2018

That category, according to Burnside, contains about 145 million consumers – who, he noted, have very particular points of need where underwriting and risk management capabilities are severely underdeveloped. Breaking New Ground. . And, Burnside said, they can redirect those resources to focus on building their business. “We

Risk Management 43

Risk Management Finance Sales Construction 43

Future CFO

FEBRUARY 18, 2021

At the launch of a recent report examining the effectiveness of financial fraud risk management, Julie Bell Lindsay - the Executive Director at the Center for Audit Quality — was quoted as saying that “the risk of financial statement fraud at public companies is real, and that risk has only increased during the pandemic.”.

Risk Management 52

Risk Management Auditing CFO Accounting 52

The Finance Weekly

JUNE 7, 2022

Vendor risk management must garner more attention because companies operate in an interconnected corporate landscape, and security is only as strong as its weakest link. Inadequate risk management, governance, and compliance. Great exposures. Almost every enterprise has moved to the cloud in one form or another.

Compliance 52

Compliance Risk Management Securities Prioritization 52

Future CFO

APRIL 25, 2024

This knowledge can no longer be confined to the group technology officer, but all management is required to understand at a basic level the new technology in the market and how it can be implemented to improve business productivity and sales. Suddenly a deep understanding of accounting and finance is not enough.

Technology 94

Technology CFO Banking Communication 94

PYMNTS

APRIL 6, 2018

Sources also said Wells Fargo has notified its staff of coming layoffs affecting “several dozen” employees, affecting senior and junior employees in an array of areas including trading units and credit sales, though one source said the layoffs were not coming directly from the corporate and investment bank integration plans.

Planning 40

Planning Banking Profit and Loss Risk Management 40

PYMNTS

JUNE 30, 2019

The office is said to be comprised of the sales practice consent order office; the regulatory consent order and risk framework execution office; the business process management and operational design team; and regulatory relations.

Risk Management 49

Risk Management Banking Securities Sales 49

PYMNTS

NOVEMBER 10, 2020

PSCU works with 1,500 credit unions to provide such services as payment processing, risk management, loyalty programs, digital banking and marketing. The pandemic has put credit unions on the hot seat in terms of fraud risk. PSCU said it prevented over $277 million in would-be fraud last year, 30 percent more than in 2018.

Risk Management 60

Risk Management Startups Banking Sales 60

PYMNTS

MAY 11, 2018

Can risk sandboxes become a proving ground for a firm’s competitive edge? Some companies view risk management and compliance as roadblocks to innovation. In an interview with PYMNTS, John Epperson, principal, Crowe Horwath LLP , said for most firms, there is an avoidance of risk when it comes to risk management.

Compliance 50

Compliance Risk Management Accounting Sales 50

Barry Ritholtz

MARCH 20, 2023

That was the best definition I could come up with: “ When an individual or company, through their own behavior and risk management, suffers a disastrous loss — but is then somehow made fully (or even partially) whole, and they do not have to suffer the impact of their own decision-making.”

Profit and Loss 127

Profit and Loss Banking Risk Management Financial Systems 127

PYMNTS

JULY 19, 2018

The need is there for a comprehensive approach for risk management, which in turn means that both FinTechs and FIs need a strong, consistent strategy and roadmap from the very start of collaborations. Thus, risk management must evaluate compatibility not just of tech platforms in place, but must also take a cue from strategic goals.

Banking 42

Banking Risk Management Auditing Compliance 42

PYMNTS

NOVEMBER 30, 2018

Joining PYMNTS’ Karen Webster for this week’s edition of the Unscripted Podcast, the pair agreed that in the digital age, risk management is such a complex, interconnected and vast topic that payments service providers in some sense need to write an entirely new rule book when to comes to capturing the emerging art of risk management. “On

Risk Management 65

Risk Management Invoicing Credit Risk Compliance 65

PYMNTS

MARCH 18, 2020

And, as Connor stated, getting to a successful – and rewarding – level of monetization involves taking a holistic look at those firms’ operating environments, owning sales and pricing and managing the data and risk that is associated with payments.

Risk Management 60

Risk Management Sales Marketing Banking 60

PYMNTS

JANUARY 5, 2017

4) that it expanded its relationship with the Shared Electronic Banking Services Company (KNET) in Kuwait in which it will use ACI Worldwide’s payment risk management service. ACI Worldwide, a provider of real-time electronic payment and banking company, announced Wednesday (Jan.

Banking 40

Banking Risk Management Leverage Currencies 40

PYMNTS

NOVEMBER 4, 2016

Digital procurement software firm GEP is targeting risk associated with B2B trade with a new partnership. The company revealed this week that it is partnering with Global Risk Management Solutions (GRMS) to integrate GRMS’ supplier risk management capabilities within the GEP procurement platform.

B2B 62

B2B Risk Management Compliance Finance 62

PYMNTS

MAY 27, 2020

He was responsible for all aspects of those businesses in that role, with the inclusion of marketing, sales, growth strategy, financial performance as well as digital transformation, customer experience, talent strategy and risk management.

Leadership 52

Leadership Strategic Planning Risk Management Sales 52

PYMNTS

JUNE 30, 2019

The office is said to be comprised of the sales practice consent order office; the regulatory consent order and risk framework execution office; the business process management and operational design team; and regulatory relations.

Risk Management 40

Risk Management Banking Securities Sales 40