CFO News Room

JANUARY 20, 2023

Also in industry news this week: While the number of RIA M&A deals increased in 2022, the size of these deals declined, perhaps reflecting challenging market and economic headwinds A recent survey suggests that nearly half of financial advisory clients have changed advisors or have considered doing so since the start of the pandemic and that portfolio (..)

Practice Management 130

Practice Management Leadership Cash Management Economics 130

Centage

SEPTEMBER 11, 2023

Staying on top of your financial performance is vital for running your business. Budget vs actuals analysis is one of the most effective ways to maintain a clear picture of your company’s performance. It allows you to calculate variances, understand which variances are important, and improve your company’s financial performance.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

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?" Surprisingly, Excel was the number one solution, despite being the nemesis of IT professionals. Numerous solutions were proposed, prompting us to categorize them according to their business verticals.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 6, 2022

It may spark the buying organization to micromanage the supplier or put in safeguards such as requiring extra quality checks, adding buffer stock to inventory, and imposing penalties for poor performance. When that happens, the supplier’s account management team may become frustrated. Unhappy suppliers don’t like to be micromanaged.

Pharmaceutical 130

Pharmaceutical Communication Accounting Economics 130

VCFO

JANUARY 26, 2024

Miranda Murphy is an accomplished HR partner with eight years of experience establishing business relationships and managing an array of HR responsibilities. She has expertise in HR policy development, compensation and benefits, employee relations, and compliance, as well as assessing business needs and implementing solutions.

Compliance 40

Compliance CFO Finance Marketing 40

E78 Partners

AUGUST 28, 2023

The landscape of private equity is no stranger to turbulence, with market dynamics and economic shifts often dictating its course. Staffing and talent shortages became pressing issues for both portfolio companies and their fund managers.

Accounting 52

Accounting Finance Leadership Compliance 52

Jedox Finance

DECEMBER 22, 2021

A lack of oversight into performance, delayed compensation payments, unsatisfactory sales incentives and commission payments. Many aspects of sales compensation management can be headache-inducing and cause frustration in a team, or in the worst case scenario, lead to high staff turnover. What is a sales compensation plan?

Sales 119

Sales Planning Communication Leadership 119

Spreadym

OCTOBER 3, 2023

Skills: They possess a range of technical and soft skills, including financial analysis, financial modeling, data management, budgeting, forecasting, communication, and problem-solving skills. They are key contributors to the planning, performance analysis, and financial strategy development within the company.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

Jedox Finance

APRIL 8, 2021

Decision making is sometimes considered an art created and presented by managers. Business Intelligence (BI) and Enterprise Performance Management (EPM) solutions aim to support effective decision-making. Other sources of data may come from websites, marketing platforms, and market data.

Data Analysis 89

Data Analysis Forecasting Analyzing Data Budgeting 89

CFO News Room

NOVEMBER 27, 2022

Three main opportunities exist for collaboration: using nonprofits to support product launches, going to market through a company’s nonprofit arm, use nonprofits to help form coalitions with other companies. Opportunity #2: Go to market with your nonprofit arm. Today, the firm and a host of other Wall St. While Tomorrow.io

Nonprofit 130

Nonprofit Leverage Education Communication 130

Spreadym

NOVEMBER 8, 2023

Collaborative budgeting is an approach to financial planning and management that involves the active participation of multiple individuals or teams within an organization. It goes beyond the traditional top-down budgeting process, where senior management sets financial targets and allocates resources.

Budgeting 59

Budgeting Communication Strategic Planning Analyzing Data 59

The Finance Weekly

NOVEMBER 20, 2023

Advanced AI solutions offer real-time analysis during data entry. As financial data is inputted into the system, these solutions monitor and analyze it, serving as a protective barrier against errors entering the workflow.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Cash Flow Forecasting Forecasting 52

Boston Startup CFO

APRIL 3, 2023

This includes managing invoices, receipts, and payments, as well as reconciling bank statements. Adopting innovative solutions tailored to industry-specific accounting needs will streamline operations and enhance compliance and decision-making capabilities.

Accounting 52

Accounting Accounting Principles GAAP Compliance 52

Adam Kae

JULY 17, 2023

As a Chief Financial Officer (AKA ChiefFUNancial Officer) for digital marketing agencies, CFOAdam plays a vital role in ensuring the financial health and growth of your organization. Cost Control and Expense Management Efficient cost control is a part of maintaining healthy profit margins.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

VCFO

APRIL 27, 2023

Martha is bilingual, and is fluent in both English and Spanish Martha started out as an HR Admin Assistant at a nonprofit cancer institute and within two years rose up the ladder to become a HR Manager and shortly afterwards a HR Director. She developed the first ever Leadership Training Program for the facilities.

Manufacturing 52

Manufacturing Nonprofit Leadership CFO 52

E78 Partners

OCTOBER 19, 2023

With private equity sitting on trillions in dry powder , the office of the CFO ensures that companies can measure performance accurately, manage the business efficiently, and make informed investment decisions. This shift is largely attributed to the escalating pressures to perform across diverse industries.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Leverage Cost Management 52

VCFO

MARCH 23, 2023

Pamela is a solutions-oriented senior people operations executive with more than 25 years of experience in human resources. She is a true HR generalist with an extensive background in business strategy, talent acquisition and management, total rewards, coaching, and organizational development.

Leadership 52

Leadership CFO Finance Retail 52

Future CFO

SEPTEMBER 21, 2023

The complexity of data management grows in tandem with a company's size. Inefficiencies and the need for more advanced solutions may arise when using disconnected spreadsheets to manage larger datasets or conduct more complex analyses," he elaborated. Switch to scalable solutions if spreadsheets become unwieldy.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Planning Technology 98

VCFO

MAY 10, 2023

Jake Jessop is an innovative people operations professional with 10+ years of experience supporting high-growth teams and customizing HR solutions to boost performance, employee engagement, and profitability. His most recent position before joining vcfo was HR Manager for QRails, a FinTech startup poised for global expansion.

CFO 52

CFO Construction Startups Finance 52

The Finance Weekly

OCTOBER 8, 2023

Managing a small business comes with many challenges. 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.

Financial Planning and Analysis (FP&A) 52

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

https://trustedcfosolutions.com/feed/

JUNE 23, 2022

The ability to make quick decisions and be agile in the market these days is critical. The very techniques that speed up the closing process also enable a much more sophisticated level of real-time reporting, so your entire organization is aware of how your company is performing every day. Is that data accurate and up to the minute?

Accounting 113

Accounting Restructuring Financial Reporting Finance 113

VCFO

JANUARY 9, 2023

Further, Jeanine is highly experienced in analyzing organizational needs, managing performance, and creating effective solutions that maximize efficiency. She then served as a senior compensation analyst for Activant Solutions, Multimedia Games, and Seton Healthcare Network. About vcfo.

CFO 52

CFO Healthcare Compliance Communication 52

Bramasol

SEPTEMBER 10, 2023

This new blog post in our ongoing series about the Digital Solutions Economy™ (DSE) looks at how new developments in Artificial Intelligence (AI) are impacting the ways that companies deploy and manage subscription-based, usage-based, entitlements, ratable, bundled, and other DSE offerings.

SAP 91

SAP B2C B2B Microsoft Office 91

Bramasol

SEPTEMBER 29, 2023

Driven by sweeping changes such as digital transformation, globalization of markets, the subscription-based Digital Solutions Economy™ (DSE), carbon-accounting mandates, a rising emphasis on artificial intelligence, and other disruptive trends, the role of Chief Financial Officer (CFO) is undergoing radical transformation too.

IFRS 97

IFRS Technology SAP Compliance 97

Jedox Finance

JULY 20, 2021

2021 market studies and user surveys by independent analyst firms Dresner Advisory Services (DAS), Business Application Research Center (BARC) and BPM Partners reveal current market trends for enterprise performance management and planning solutions. In this blog post, we'll review and highlight these trends.

Marketing 69

Marketing Planning 69

https://trustedcfosolutions.com/feed/

JUNE 2, 2022

In that case, you may be looking for more powerful real-time accounting solutions to provide you with a better view of your entire operation and help with things like taxation, HR, multiple currencies, and more. It is a cloud-based solution that provides real-time data and analytics that give you visibility across all entities and locations.

Finance 104

Finance General Ledger IFRS GAAP 104

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. Financial Forecasting: FP&A professionals forecast the financial performance of an organization over a specific period, typically one to five years. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

OCTOBER 12, 2023

The Florida based FP&A software solution, which has raised $6.8 Many of its customers will now be looking for a new financial planning solution that will cover their automation, budgeting, and reporting needs. Datarails - Datarails is a native Excel FP&A solution that specifically caters to small and medium sized businesses.

Forecasting 59

Forecasting Budgeting Compliance Finance 59

CFO Leadership

JANUARY 25, 2024

Both workers and managers faced unique challenges in 2023. The demand for skilled talent remains high, and rewarding top performers at the end of the year is an important retention strategy. It’s important for managers to communicate effectively about factors impacting bonus plans, such as individual and company performance.

Communication 52

Communication Economics Accounting Planning 52

Bramasol

FEBRUARY 13, 2023

This new episode in our ongoing series on the Digital Solutions Economy (DSE) provides an overview of how DSE is impacting the Software as a Service (SaaS) industry. Analytics firm Statista estimates that the SaaS market is worth approximately 146 billion in U.S. dollars and estimated to reach 195 billion U.S. dollars by 2023.

SAP 79

SAP Compliance Leverage Accounting Standards 79

VCFO

MARCH 6, 2024

From the CFO chair, Alan excels in managing company transformations, specifically when it comes to transactional integration, process improvement, corporate development, and ongoing optimization. Other career highlights include preparing a middle market, private equity-backed company for sale.

CFO 40

CFO Corporate Finance Finance Startups 40

CFO Network

MARCH 11, 2024

Cash flow management is the heartbeat of any business, especially for small and medium-sized businesses (SMBs). Effective cash flow management is crucial for sustaining day-to-day operations, investing in growth opportunities, and weathering unexpected financial challenges.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

Future CFO

AUGUST 21, 2023

Mark D McDonald He adds that leading finance teams will learn to position AI-driven tools and solutions as co-workers that help them do their jobs better. Robert E Parker: Finance leaders have always played a critical role in stewarding a company’s performance. Why are finance heads interested in AI?

Finance 98

Finance Compliance Data Analysis Leverage 98

Bramasol

APRIL 28, 2022

As detailed in numerous previous blog posts in this series, the Digital Solutions Economy™ (DSE) is creating sweeping change and new opportunities for companies in a wide range of markets.

Financial Planning and Analysis (FP&A) 88

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

CFO Talks

MARCH 19, 2024

Change Management: The Modern CFO’s Blueprint The role of a Chief Financial Officer (CFO) goes way beyond just looking after the company’s money. Fostering Effective Communication Clear, transparent communication is the backbone of successful change management.

CFO 52

CFO Communication Finance Budgeting 52

Jedox Finance

JUNE 24, 2021

This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge. The evolution of marketing data.

Sales 116

Sales Marketing Planning Forecasting 116

Bramasol

JANUARY 16, 2022

As discussed in previous blog posts, The Digital Solutions Economy ™ (DSE) is radically disrupting business models across many industries. BRIM is actually more of a suite of interoperable solutions rather than just an application. As shown below, some of the key elements include: Subscription Order Management (SOM).

Compliance 90

Compliance IFRS SAP Leverage 90