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SEPTEMBER 20, 2021

As the CFO or Venture Capitalist of a Private Equity Fund, you may already have an ERP system in place. Most companies are running Netsuite, Great Plains, or possibly QuickBooks. . But, you could be planning to change your direction this year by moving to a newer ERP system. Does that include you?

Technology 52

Technology CFO Accounting Auditing 52

Bramasol

DECEMBER 20, 2022

The five areas discussed below will be at the forefront for most companies as C-suite leaders look for ways to maximize growth and profitability in the new year and beyond. As we come to the end of another eventful year, it is a good time to look ahead at the key trends to watch in 2023. Global Inflation and Economic Uncertainty.

SAP 75

SAP Foreign Exchange Economics Budgeting 75

The Finance Weekly

APRIL 12, 2022

Finance, as the governor of strategic conversations, must have a thorough awareness of the customers base demands, what motivates them to rely on your company, and what challenges you are solving for them. Connect with the heads of your sales and marketing departments, as well as the budget owners, to learn what works and what doesn't.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

JUNE 11, 2020

Preserving firms’ existing banking relationships and collaborating with FinTechs to ensure back-office integrations with enterprise resource planning (ERP) systems and other third-party platforms are important parts of this process, but keeping an eye on vendor relationships is also key. OnPay Eases AR-AP Friction.

B2B 52

B2B Accounts Payable Cash Flow Forecasting Reconciliations 52

Future CFO

JANUARY 3, 2021

What comes to our attention is the need for greater agility. What agility means here is how companies can respond to changes rapidly and ensure seamless communication as the external environment becomes more unpredictable and complex. FutureCFO: What are the concerns of CFOs when it comes to cloud adoption?

Planning 52

Planning CFO Communication Finance 52

The Finance Weekly

APRIL 27, 2022

In addition, business partners ensure valuable and , cutting edge resources are acquired and then aligned to common goals. FP&A professionals should do the following in order to establish a foundation of knowledge: Understand key drivers behind what did or did not go well. Steps to Success in FP&A Business Partnering 1.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

JANUARY 2, 2022

FutureCFO: What is a consumption business model and why does it matter to CFOs? A common alternative to consumption business model is a subscription model that charges customers a recurring fee — typically monthly or yearly — to access a product or service. Geoff Soon, Senior District Manager for ASEAN, Snowflake.

Education 52

Education CFO Forecasting Budgeting 52

PYMNTS

DECEMBER 13, 2017

It will also offer two-way synchronization that works with common enterprise resource planning (ERP) systems, automated invoice data capturing and direct integration with bank and credit card accounts. The emergence of APIs is doing more than just changing the way banks and FinTechs operate. Around the B2B API world. and U.K. —

B2B 77

B2B Accounts Payable Invoicing Banking 77

PYMNTS

JULY 26, 2019

Some solution providers like Ripple are introducing new ways to bypass the correspondent banking system entirely. Regardless of how, these technologies and their innovators share common goals: to accelerate and streamline cross border payments. Others, like Visa B2B Connect and SWIFT gpi , aim to transform it.

Foreign Exchange 64

Foreign Exchange B2B Prioritization Banking 64

Strategic Treasurer

JANUARY 3, 2022

Listen in as they share what’s on the horizon with payments in the year ahead and beyond. Listen in as they share what’s on the horizon with payments in the year ahead and beyond. . . Our discussion will center on what’s the outlook for payments and what’s going on. Craig Jeffery 1:05 .

Treasury 52

Treasury Cash Flow Forecasting Forecasting Banking 52

Planful

AUGUST 30, 2016

Here’s what the results revealed. Most Important Roles as Business Partner. For example, when asked, “What are the most important roles that Finance should play as business partner?” What Prevents Finance from Being a Better Business Partner? The survey was taken by roughly 250 Finance executives in North America.

Finance 40

Finance Budgeting Forecasting Planning 40

PYMNTS

NOVEMBER 7, 2018

That’s especially true for firms of varying sizes: Whereas large, multinational conglomerates often struggle to make sweeping changes to their complex and siloed internal systems, smaller businesses often lack the resources to invest in B2B payments digitization projects. “It’s not all or nothing. Misconceptions.

B2B 58

B2B Marketing Accounts Payable Invoicing 58

PYMNTS

OCTOBER 10, 2017

Cash and checks remain common in B2B transactions, analysts said, with cash usage the highest in emerging markets including Asia Pacific and Latin America. Where cash usage for B2B transactions remains low, as in North America, wire and credit transfers are most popular. The 2017 report , released Monday (Oct.

B2B 49

B2B Reconciliations Invoicing Accounts Payable 49

PYMNTS

OCTOBER 9, 2017

In the area of fraud detection, for instance, it is much faster and more thorough than humans when weeding out fraud attempts from millions, even billions, of daily transactions that live employees would never have time to sort by hand, handing over only the most suspicious activities for manual review. Tectonic Shifts in Environment.

Retail 50

Retail Securities Leverage Banking 50

Planful

MAY 24, 2017

Here’s what the panelists had to say about enterprise risk management (ERM), based on their most current experiences. Here’s what the panelists had to say about enterprise risk management (ERM), based on their most current experiences. What’s the Right Number of Risks to Focus On? Why Is Risk Management Important?

Risk Management 40

Risk Management Prioritization CFO Leadership 40

PYMNTS

APRIL 5, 2016

What CFOs Are Up Against. The chief financial officer is taking a more strategic role within the enterprise, but the heightened responsibilities largely come from necessity. The Hackett Group identified the top priorities among CFOs this year in the face of these pressures. percent compared to the year before, with a 0.5 CFOs Prioritize.

Leadership 42

Leadership CFO Prioritization Finance 42

PYMNTS

MARCH 29, 2018

What could happen is a check is sent to a vendor that only wants to receive checks, and something goes wrong — maybe it goes to the wrong department,” he said. “We One of the most common complaints of the paper check is that it takes a long time to be sent to the vendor, which then takes more time to cash it.

B2B 43

B2B Accounts Payable Reconciliations Securities 43

The Finance Weekly

OCTOBER 13, 2021

This past year has magnified challenges for organizations and their respective industries in unique ways, but there's one common theme we've noticed across the board: Those who were able to adapt quickly found new, unexpected ways to thrive and grow in the midst of one of the most difficult market environments in modern history.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

PYMNTS

FEBRUARY 27, 2020

Enterprise resource planning (ERP) systems began as a mid 20th century answer to increasingly complex inventory control and supply chain management issues. It could do a lot more though, and over time ERP has been endlessly adapted to many other data-intensive duties. Hidden Efficiencies. days,” the report says. Leveraging APIs.

Accounts Payable 56

Accounts Payable Invoicing Reconciliations Leverage 56

PYMNTS

DECEMBER 22, 2020

The concept of Banking-as-a-Service is broad – and today, confusion remains about what exactly it means. The concept of Banking-as-a-Service is broad – and today, confusion remains about what exactly it means. I think we'll continue to see confusion, but also a convergence into one common definition over the next year or so.".

Banking 114

Banking Treasury Corporate Finance B2B 114

Simply Treasury

NOVEMBER 2, 2020

What are the general trends we saw in the industry? At treasury level, the central technology is the calculation and processing power of Treasury Management Systems (i.e. They are at the forefront of driving automation of treasury tasks, Straight-Through Processing, and integration with other systems.

Treasury 130

Treasury Technology Finance Economics 130

The Finance Weekly

JULY 19, 2022

That's why we've put together this list of the best FP&A tools on the market, including what each one is, how it can benefit you, and where you can find it. What is FP&A? What is FP&A? They apply context and narrative to what is happening in the organization and why it’s happening. Why do you need FP&A?

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96

Jedox Finance

MAY 11, 2022

Business systems like Customer Relationship Management (CRMs) don’t talk to Enterprise Resource Planning (ERPs) or Human Capital Management (HCM) which don’t talk to FP&A software, or tax software, or procurement systems. How many business systems are you connecting? The foundation of your business is data.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

MARCH 11, 2021

We’ll also discuss some approaches to resolving the silos, and most importantly, why it’s vital to success in the long run. The most important takeaway is that silos are systems that are sealed off from the rest of the environment. They are contrary to the approach of a data warehouse. Let’s start with you.

Microsoft Office 80

Microsoft Office Planning Budgeting Sales 80

Musings on Markets

FEBRUARY 16, 2024

Stepping back a bit, one claim that climate change advocates have made not just about fossil fuel companies, but about all businesses, is that i nvestors are underestimating the effects that climate change will have on economic systems and on value. Its impact is not just financial, but emotional and physical, and it predates markets.

Investments 74

Investments Valuation Profit and Loss Marketing 74

Future CFO

MARCH 27, 2023

While efforts to streamline the business often focus on cutting resources like budgets and headcount, organisations should also shine a light on what is typically a blind spot – rogue spending. Avenue for potential savings Rogue spending involves expenditures that are unexpected, unpredictable, unorthodox or even fraudulent.

Accounts Payable 52

Accounts Payable Accounting Invoicing Compliance 52

Jedox Finance

AUGUST 23, 2022

What is integrated planning? What is integrated planning? In some cases, completely different systems and data sources are even used to create them. To successfully move from outdated spreadsheet workflows to using integrated financial planning, there are important steps and decisions to consider. Table of Contents.

Planning 52

Planning Budgeting Forecasting Reconciliations 52

Centage

JUNE 28, 2022

With less cash to count on, knowing your cash flow position with cash flow forecasting has never been more important: how much is really in the bank, how much is available on short notice, what revenues are coming in when, and what resources are going out and when. Call it a recession, a weak economy, or just “tough times”.

Cash Flow Forecasting 52

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

Centage

DECEMBER 13, 2021

Finance teams need to answer specific questions, such as: What will the business look like given the economic climate? Where and what are the risks we need to watch out for? Where and what are the risks we need to watch out for? What opportunities can we seize and exploit? Reforecasting Weekly & Monthly.

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 84

PYMNTS

JULY 28, 2020

For departments like procurement and accounts payable (AP), without a clear value proposition in mind, adopting cloud automation technologies may not actually provide the benefits most organizations seek today. “Not always, but frequently, the AP team is not the same team, and they may not always have the same leaders in common.”

Accounts Payable 82

Accounts Payable Invoicing Compliance Communication 82

PYMNTS

DECEMBER 2, 2020

An increasingly common strategy to address the paper receipt headache is to implement optical character recognition (OCR) technology, which requires employees to take a photo of a receipt to digitize its data. Managing employee spend is an arduous process that traditionally involves a lot of paper. Doing Away With Receipts.

Entertainment 65

Entertainment Finance Accounting Retail 65

PYMNTS

JUNE 22, 2017

There are a lot of really common mistakes,” he said, alluding to errors in accounts payable that can lead to either overpaying suppliers or, in many cases, even paying them twice. The most common, he said, is that a single vendor will land on multiple vendor master files.

Accounts Payable 48

Accounts Payable Invoicing Auditing Reconciliations 48

PYMNTS

JANUARY 13, 2017

The updates, revealed last week, focus on helping the treasurer gain visibility into the status of company payments; Rahal told PYMNTS that this was a direct response to one of the most common points of friction treasurers face today. When they launch a payment, it travels via the ERP system, and our system delivers it to the bank.

Treasury 40

Treasury Cash Management Banking B2B 40

PYMNTS

MARCH 10, 2016

Common phrases include words like “ignored,” “neglected” and “underserved,” researchers said, when SMEs file complaints about their FIs. “I I spent 15 years in banks, and I hear people talk about what SMEs need,” Cantor told PYMNTS. “I I spent 15 years in banks, and I hear people talk about what SMEs need,” Cantor told PYMNTS. “I

Banking 41

Banking Concentration Treasury Cash Management 41

PYMNTS

OCTOBER 8, 2018

B2B payments innovators and Warren Buffet have something in common: They are both obsessed with rails. That was the year Buffett took a 77 percent stake in Burlington Northern — in what he described as a “bet on America” and its resilience in the aftermath of the Great Recession. He began investing in them long before he bought one.

B2B 76

B2B Banking Economics Securities 76

CFO Leadership

DECEMBER 12, 2022

So what’s this movie about? Is 2022 presaging a dystopian Mad Max reality where energy is the stuff of fights and wars, or is it more of a utopian Gene Rodenberry world where technology and common cause unify humanity for the good of all? per million BTUs domestically and the S&P 500 losing 20% of its value. Who wrote this script?

Treasury 97

Treasury Leadership Manufacturing Economics 97

Onplan

NOVEMBER 30, 2022

Best for — The type and size of organization that can most benefit from the software. So, what is the best FP&A software? OnPlan brings together the multitude of disconnected systems that often exist in business to provide a comprehensive, holistic view of the entire organization from a single source.

Financial Planning and Analysis (FP&A) 52

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