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Weekend Reading For Financial Planners (January 27-28)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so.

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Moving the needle: transformation in finance

Future CFO

According to Gartner , it is important that finance leaders fully understand the scope of changes that genuine transformation requires, as it observes that finance transformation efforts are falling short of CFOs’ objectives in large part.

Finance 98
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894: The Opportunity That Everyone Must See | Julie Swinney, CFO, Zendesk

CFO Thought Leader

To Swinney—who had already served in a series of senior finance roles—the GM’s departure seemed to leave a startling void in a business that served as a key enabler for Intel’s server business at large. We don’t have one, and I want to step in and run this business.”

CFO 52
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894: The Opportunity That Everyone Must See | Julie Swinney, CFO, Zendesk

CFO Thought Leader

To Swinney—who had already served in a series of senior finance roles—the GM’s departure seemed to leave a startling void in a business that served as a key enabler for Intel’s server business at large. We don’t have one, and I want to step in and run this business.”

CFO 52
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Sezzle Names Former PayPal Exec To Lead Sales

PYMNTS

Bork, who served as senior director of global accounts at PayPal for a dozen years, was named vice president of enterprise sales. In the newly created role, he will be responsible for leading the company’s large-scale retail acquisition efforts.

Sales 58
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938: The Art of the Possible | Jason Leet, CFO, Zylo

CFO Thought Leader

As it turned out, this would also be his last acquisition—or perhaps we should say his last ExactTarget acquisition, given that this time it was ExactTarget itself that was being acquired. Zylo is the leader in the enterprise for SaaS management and optimization. What is Zylo? What does this mean?

CFO 52
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Planful vs. Datarails

The Finance Weekly

While this article will break down the differences in detail let’s give a quick overview of each one and who they are meant for. Planful is an FP&A solution that was built for large companies and enterprises. We covered FP&A Genius and Planful Predict above, but we will highlight the main differences here again.