The Finance Weekly

MAY 5, 2024

As companies shift from static sales plans to more dynamic sales planning, leaders see it as a more advanced and adaptable approach that can be tailored to meet the organization's evolving needs. Benefits of Sales Planning Sales planning offers a bunch of perks for businesses. What is Revenue Planning?

Planning 52

Planning Sales Forecasting Strategic Planning 52

CFO Talks

FEBRUARY 9, 2024

Understanding the rising costs of cybersecurity: The cost of cybersecurity continues to escalate, driven by the increasing complexity of cyber threats, regulatory compliance requirements and the growing reliance on digital technologies.

CFO 52

CFO Strategic Planning Leadership Education 52

Future CFO

NOVEMBER 15, 2023

Few companies plan beyond the typical three-year strategic planning window, and even those that do look out five to 10 years tend to focus on expectations for technology adoption. Bain & Company enumerates four critical areas of focus that finance leaders must consider regarding sustainability.

Strategic Planning 52

Strategic Planning Planning Finance Marketing 52

Future CFO

JULY 9, 2023

Survey results indicate that strategists believe that, on average, 50% of strategic planning and execution activities could be partially or fully automated though only 15% are currently the case, Gartner pointed out. According to Gartner, 52% of strategists report that this is a top-three challenge — the most selected response.

Strategic Planning 52

Strategic Planning Leverage Technology Planning 52

The Finance Weekly

NOVEMBER 7, 2023

Delegating responsibilities allows for concentrated efforts on both strategic planning and operational tasks. Additionally, establishing clear and succinct priorities for the team provides a roadmap for harmonizing daily duties with overarching , strategic goals. This helps with making better and quicker business decisions.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Strategic Planning Concentration Data Analysis 59

CFO Thought Leader

MARCH 24, 2024

Having transitioned from structured finance roles at General Electric to the dynamic environment of UiPath, Alper now brings to the table a blend of experience in operational finance, strategic planning, and transformational technologies that arguably made her an optimal CFO candidate.

CFO 52

CFO Finance Strategic Planning Leadership 52

Strategic Treasurer

NOVEMBER 21, 2022

Companies are stepping back to take a long-term look at their business plans. Meeting annual and quarterly targets is being balanced with new ideas for long-term strategic plans. Stewardship: Environment, Finance, and the Community. Explore All Episodes. Related Resources. 2022 B2B Payments Survey Results Report.

Finance 52

Finance Treasury Strategic Planning B2B 52

Future CFO

JANUARY 21, 2024

The roadmap recommends the adoption of digital technologies, enabling SMEs to streamline operations, reduce costs, and enhance productivity, she said. It also emphasises the importance of embracing sustainable practices, not only as a regulatory compliance measure but also as a strategic move to attract new business and customers, ACCA noted.

Economics 52

Economics Compliance Strategic Planning Cost Management 52

CFO Selections

MARCH 9, 2023

Our ongoing research and conversations with other c-suite professionals in the industry have revealed several key shifts in these areas that can affect not only how a CFO does their job but also how their organizations develop and execute on strategic plans.

Strategic Planning 52

Strategic Planning CFO Forecasting Economics 52

CFO Leadership

DECEMBER 12, 2022

CFOs make pivotal contributions to remodeling the organizations’ talent and technology investments, designing and implementing supply chain transformation, guiding ESG strategy and reporting, fortifying cybersecurity, and helping the enterprise contend with soaring inflation and rising interest rates.

Finance 98

Finance Leadership Strategic Planning CFO 98

Future CFO

SEPTEMBER 21, 2023

Organisations would benefit from elevating and empowering operations teams, delivering a revenue operations ' capability that integrates and unifies plans, processes, data, technology, and talent across the revenue ecosystem.

Strategic Planning 52

Strategic Planning B2B Sales Planning 52

Future CFO

DECEMBER 14, 2023

AI technology enables CFO consultants to not only pinpoint financial management issues but also to anticipate them. Strategic and operational harmony. Integrating AI into CFO advisory and CAS creates a harmonious blend of strategic planning and operational excellence. Predictive analysis and decision-making.

CFO 52

CFO Problem Solving Strategic Planning Forecasting 52

The Charity CFO

NOVEMBER 23, 2022

Today, technology is at the center of most businesses—and nonprofits are no exception. As nonprofits become increasingly reliant on technology, finance directors must have experience working with and integrating various financial systems and software programs. Strategic Thinking. Experience In Integrating IT Systems.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

E78 Partners

NOVEMBER 16, 2023

However, only 7% have adopted these technologies so far. Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. The number of respondents identifying AI as their foremost priority has increased from 12% in 2021 to 40% in 2023.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

Beacon CFO Plus

NOVEMBER 15, 2023

No matter your industry, you must keep up with ever-changing market competition, regulatory requirements, talent acquisition needs, and new technology adoption. If you manage an SME—referring to a Small and Medium-Sized Enterprise—you may look to a fractional CFO to provide strategic financial expertise and guidance.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

Spreadym

SEPTEMBER 12, 2023

Strategic Planning: In addition to annual budgets, companies engage in strategic planning, which typically occurs on a longer-term horizon (e.g., This involves setting broader financial and operational objectives and then aligning annual budgets with those strategic goals. 3 to 5 years).

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

Jedox Finance

SEPTEMBER 29, 2021

Creating cross-functional planning and analytical skills, extending the traditional scope of financial planning is known as xP&A. This term, set by Gartner, overlooks financial and non-financial business processes, data, and technology tools. In this eBook about 360° Planning you can learn more about the shift to xP&A.

Financial Planning and Analysis (FP&A) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Budgeting 124

PYMNTS

MAY 31, 2019

As part of its strategic plan, investment firm Goldman Sachs aims to win the business of more mid-sized companies. It also plans to spend $4 billion technology this year per John Waldron, the bank’s president, who made the remarks at a Bernstein conference in New York, the Financial Times reported.

Strategic Planning 72

Strategic Planning Cash Management Planning Investments 72

The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan. Contact us today to use data to drive decisions.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

CFO Leadership

DECEMBER 12, 2022

For example, if technology is changing rapidly in your industry, it may be advantageous to lease equipment and upgrade as needed, instead of buying it outright. Optimize existing technology: Many companies can optimize their existing technology without making significant technology investments.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

BlueLight

MAY 1, 2020

The CFO is focused on company-level strategic planning and building a relationship with investors. FP&A is responsible for strategic planning, decision support, and financial modeling. This plan conveys the direction of the company and the methodology of how it will deploy resources in order to get there.

Financial Planning and Analysis (FP&A) 52

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

Beacon CFO Plus

MAY 9, 2022

He or she will keep a pulse on market trends and emerging technologies and help your team determine the cost of using those technologies—or the cost of not choosing to adopt them. Here’s more of what a forward-thinking CFO can bring to your business: Help with short-term and long-term planning. Develop a data-focused culture .

CFO 52

CFO Strategic Planning Leadership Forecasting 52

CFO Share

NOVEMBER 11, 2023

Intangible assets include non-physical resources like: Brand names Customer relationships Patents Proprietary technology These assets contribute to a business’s value, but their financial worth diminishes over time, necessitating amortization. What is an Example of Intangible Assets?

GAAP 52

GAAP Accounting Standards Strategic Planning Compliance 52

PYMNTS

AUGUST 3, 2020

When we launched our new five-year strategic plan in January, we said that two key pillars were to ?reach We believe that we can use our technology expertise to benefit users, banks and the entire financial ecosystem.”. of growing the bank throughout the U.S. reach more customers? BBVA is one of six U.S.

Accounting 88

Accounting Banking Strategic Planning Finance 88

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. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. 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

MARCH 25, 2024

where he owns around 1,258,828 shares valued at over $68 million, and as the CEO of SoFi Technologies Inc., As Director at SoFi Technologies Inc., On the other hand, external factors could be opportunity costs, market shifts, new competitors, and technological advancements. with about 7,261,789 shares worth over $53 million.

CFO 97

CFO Finance Forecasting GAAP 97

PYMNTS

JUNE 17, 2019

In a new partnership, Bottomline Technologies is teaming up with Starling Bank on a Real Time Payments Express Service. where the Faster Payments Scheme has enjoyed over a decade of growth, we have the technology needed to allow more participants to gain the benefit of full access to 24×7 instant payments. In the U.K.,

Banking 62

Banking Strategic Planning Leadership B2B 62

PYMNTS

JANUARY 20, 2021

Procurement technology company JAGGAER has collaborated with TransferMate to provide offerings from “source to settle,” according to an announcement. Software companies, financial technology firms and financial institutions collaborate with TransferMate, according to the announcement.

Foreign Exchange 57

Foreign Exchange Reconciliations Strategic Planning Currencies 57

CFO Leadership

JANUARY 25, 2024

Our research indicates that many finance leaders are deploying procurement spending analyses, technology cost-containment approaches, and new assessments of organizational processes and performance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

Barry Ritholtz

SEPTEMBER 6, 2023

Mason explore how predictive technology is reshaping everything from markets to medicine. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. You don’t have to think like a tax accountant, actuary and investment adviser to get it right.

Strategic Planning 52

Strategic Planning Investments Accounting Planning 52

Centage

JANUARY 18, 2024

Finance teams often get asked to do more with less, which makes it important that you adopt the right FP&A tools to amplify your capabilities and create more time for strategic planning. Embracing technological advancements in FP&A The finance team isn’t usually first in line to get the latest new software or tech.

Financial Planning and Analysis (FP&A) 40

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

VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships. Gary is also a Certified Public Accountant. About vcfo.

CFO 52

CFO Strategic Planning Auditing Leadership 52

Future CFO

APRIL 6, 2023

But the use of disparate, disconnected technology to manage tax and financial data by many large companies today makes it difficult to efficiently address the new tax requirements, the firm noted. The post Pillar Two regulations: Wolters Kluwer launches solution to help MNCs comply appeared first on FutureCFO.

Strategic Planning 52

Strategic Planning Compliance Finance Financial Data 52

PYMNTS

FEBRUARY 10, 2020

He handled all aspects of payment operations, including strategic planning, innovation and risk management. We see the speed of technology progress rising at an exponential rate, and consumer adoption getting faster. He joins PSCU from Bank-Fund Staff FCU in Washington, D.C., where he served as vice president of payments.

Leadership 84

Leadership Strategic Planning Risk Management Planning 84

Future CFO

NOVEMBER 15, 2023

This involves combining spreadsheet usage with modern technologies and best practices to ensure accurate, efficient, and strategic financial operations." Photo by Maël BALLAND : [link] Here are some mindset changes that CFOs could consider: Embrace Technology Synergy CFOs should see how they can complement each other.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

E78 Partners

MAY 23, 2023

These external experts identify and address gaps in finance function processes, technology, and talent. By actively participating in strategic planning, the CFO can identify growth and profitability opportunities, enabling the company to stay ahead of its competitors. Contact us to learn more.

CFO 52

CFO Mergers and Acquisitions (M&A) Leadership Strategic Planning 52

Spreadym

NOVEMBER 8, 2023

Technology: Collaborative budgeting is often supported by budgeting software and tools that facilitate the collaboration and data sharing process. This can lead to more effective strategic planning.

Budgeting 59

Budgeting Communication Strategic Planning Analyzing Data 59