Jedox Finance

MARCH 15, 2023

As they become larger, more complex, more diverse, and increasingly global, sales organizations must aspire to scalability, predictability, and transparency to achieve transformational sales growth amid strengthening economic headwinds. A scenario planning exercise can also expose risks to the sales plan.

Sales 52

Sales Forecasting Planning Investments 52

CFO Leadership

OCTOBER 10, 2023

Generative AI can provide the “why” behind financial analyses AI’s integration into financial planning is reshaping how financial professionals can extract valuable insights from data, make more accurate projections, and optimize planning processes alongside business leaders. In a recent Robert Half survey , 38% of U.S.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Centage

MARCH 15, 2022

While you might not be able to predict how the pandemic will continue to affect the world in the coming years, as a small business owner, there are steps you can take to ensure your company weathers the impending changes successfully. Driver-based Financial Scenario Planning to Help Your Business. Thrive in Unexpected Situations.

Planning 98

Planning Forecasting Budgeting Prioritization 98

Centage

AUGUST 29, 2023

They should forecast and plan for them all year long. By adopting continuous financial planning, financial pros can do better at keeping costs in line, managing investments, taking advantage of opportunities, and reducing the risk of threats. Continuous financial planning is more advantageous to companies for several reasons.

Budgeting 98

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

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Concentration 80

Concentration Treasury Budgeting Leverage 80

Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

The Finance Weekly

NOVEMBER 20, 2023

AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). Why Should FP&A Leaders Consider to Integrate AI? It facilitates advanced analytics and offers valuable insights through methods like predictive modeling and scenario analysis.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

NOVEMBER 7, 2023

Modern businesses are struggling with challenges related to their Financial Planning and Analysis (FP&A) teams. These teams need the right data, processes, and tools to plan and analyze effectively. Delegating responsibilities allows for concentrated efforts on both strategic planning and operational tasks.

Financial Planning and Analysis (FP&A) 59

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

The Finance Weekly

OCTOBER 8, 2023

To handle these challenges well, it's crucial to plan carefully and use efficient tools for managing finances. Why You Should Use Budgeting Software for Your Business? 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

Future CFO

JULY 17, 2023

Challenging during volatility—but can’t be neglected Frequent and accurate cash forecasts are an organisation’s eyes and ears for maintaining cash visibility and liquidity while predicting cash flow amid a fickle market (and between a pandemic, geopolitical instability, and recession worries, fickle has become the baseline).

Treasury 98

Treasury Forecasting Cash Management Concentration 98

CFO Talks

AUGUST 2, 2023

This is why I love being part of the CFO Club, Africa Community because I have exposure to a network of the most powerful and dynamic finance business leaders in South Africa and the rest of Africa.” But for me, another big part of it is community.

Risk Management 97

Risk Management CFO Leadership Compliance 97

The Charity CFO

JANUARY 12, 2024

Financial forecasting is a term you’ll hear thrown around in the business world quite often—but in the world of nonprofits, it can be difficult (and even downright impossible) to plan your organization’s finances with any degree of certainty. Think of a fiscal budget like your organization’s financial game plan for the year.

Nonprofit 52

Nonprofit Forecasting Budgeting Strategic Planning 52

Fpanda Club

JULY 24, 2022

While assessing innovation initiatives analysts commit two errors which result in a biased anti-innovation decision: Future cash streams from innovation are difficult to predict which causes errors of estimation in NPV calculations. This point counterbalances abovementioned drawbacks but does not add value to using NPV to measure innovation.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

Centage

SEPTEMBER 20, 2022

Between pandemic insecurities, a supply chain crisis, labor shortages, and the growing threat of recession, companies that rely on traditional planning and forecasting may find themselves struggling to stay competitive. The result is that you can evaluate what-if scenarios and adjust your plans as needed.

Financial Planning and Analysis (FP&A) 98

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

Centage

DECEMBER 1, 2021

But times have changed – which is why financial forecasting is more important than your annual budget. They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. Produce scenario plans. Manage every dollar. Watch Demo.

Forecasting 98

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

Centage

JULY 19, 2023

Why Spreadsheets Are Not the Best Tool for Modern Budgeting and Planning As more software platforms built specifically for budgeting enter the market, Excel continues to decline as the best option. How Will Using Spreadsheets Affect Your Finance Team’s Ability to Budget, Plan and Predict Financial Performance?

Budgeting 52

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

Fpanda Club

MARCH 28, 2021

That is the reason why many finance and FP&A leaders are taking the steps to transform their functions: restructure processes, upgrade systems and tools, develop teams. Reporting, planning and forecasting exercises are highly manual, require significant efforts and are based on standard general ledger information.

Budgeting 130

Budgeting Forecasting General Ledger Finance 130

CFO News Room

FEBRUARY 2, 2022

Yet as I predicted, the program has been a mess in both its implementation and its results. A recent paper by economist David Autor and nine co-authors – a paper titled “The $800 Billion Paycheck Protection Program: Where Did The Money Go And Why Did It Go There?” – presents yet further and fresh evidence that PPP is problematic.

Economics 130

Economics Concentration Budgeting Numbers 130

CFO Simplified

NOVEMBER 6, 2023

There are lots of reasons why people go into business with each other. And when they decide that they can no longer work together, there’s a reason why they call it a Business Divorce. Here are two businesspeople that had great plans to ride off happily into the sunset with each other, but they didn’t make it.

Profit and Loss 52

Profit and Loss CFO Planning Valuation 52

Barry Ritholtz

NOVEMBER 27, 2023

When you get it wrong, it crushes your retirement plans. October 22, 2012) Investing via Media Market Timing (February 8, 2009) Forecasting & Prediction Discussions Sources : We Found 30 Timing Strategies that “Worked”—and 690 that Didn’t By Wei Dai, PhD, Audrey Dong, DFA, Oct 31, 2023 In the Stock Market, Don’t Buy and Sell.

Marketing 116

Marketing Math Investments Forecasting 116

Jedox Finance

OCTOBER 26, 2022

Today’s turbulent times require organizations to plan for inflation. It is just one of the many factors that have a high impact on the course of business but are very hard to plan for. A method that can prepare organizations for any possible future is scenario planning. What is scenario planning? Table of Contents.

Planning 52

Planning Strategic Planning Numbers Technology 52

Centage

DECEMBER 14, 2023

The goal is not perfection, but a continuous improvement that aligns your financial planning with the always-changing realities of your business environment. Forecast error: Definition and Types In the simplest terms, forecast errors are the difference between predicted values and actual outcomes.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Budgeting Analyzing Data 40

VCFO

MAY 12, 2023

Just as no one could have predicted the disruptions of the past decade, no one can predict with absolute certainty what the future of work will look like. Companies also need HR to hold a steadfast focus on the employee value proposition that drives why people want to work for them versus another business.

Prioritization 74

Prioritization Leadership Planning Technology 74

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

Collectiv

AUGUST 18, 2022

To succeed in a highly competitive business landscape, enterprises need a robust financial planning and forecasting strategy. Why Planning and Forecasting are Critical for Enterprises. Financial planning and forecasting go far beyond just day-to-day budgeting. Why Planning and Forecasting are Crucial for Power BI Users.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

FEBRUARY 9, 2023

Stakeholders can utilise the data to assess business performance and plan. Finance leaders need to adopt new technological advancements to streamline financial planning and analysis, reporting and finance operation process.” She cited the use of pipeline management to help finance leaders accurately predict sales.

Finance 96

Finance Leadership Communication Strategic Planning 96

CFO Network

FEBRUARY 26, 2024

Why Small Businesses Struggle 4. Why Small Businesses Struggle Small businesses often face unique challenges when it comes to cash flow management. A budget helps you plan, allocate resources wisely, and set financial goals. This involves keeping track of your incoming and outgoing funds and predicting future cash needs.

Budgeting 52

Budgeting Education Forecasting Invoicing 52

The Finance Weekly

AUGUST 26, 2023

AI can look at lots of data, find patterns, and predict risks. They can then plan and stop problems more actively. Also, AI's predictive analysis forecasts borrower defaults and risk levels using data. AI offers continuous monitoring, streamlined reporting, and predictive analytics for overseeing cash across bank accounts.

Risk Management 52

Risk Management Profit and Loss Currencies Compliance 52

The Finance Weekly

MARCH 25, 2024

Why the sudden CFO craze? His main job is to handle all money matters at SoFi, like planning, accounting, and dealing with investors. The CFO teams up with other bigwigs to get the lowdown on the ,, company's cash flow and make solid plans. A big part of their value lies in their knack for predicting future outcomes accurately.

CFO 97

CFO Finance Forecasting GAAP 97

CFO Simplified

SEPTEMBER 11, 2023

What you need to know is how to manage the cash by predicting not only your cash needs and future availability, but also measuring how well you used your cash last month. Of course, planning is the key to any successful activity, and cash is not excluded from the planning cycle. The Cash Flow Forecast is a predictive tool.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Profit and Loss Financial Reporting 52

Centage

JULY 19, 2022

Along with providing important information regarding day-to-day operations, an accurate budget better enables companies to predict revenue, trim costs, and make decisions regarding expenditures and opportunities. Utilizing financial forecasting and driver-based budgeting, companies can create flexible, agile plans.

Financial Planning and Analysis (FP&A) 111

Financial Planning and Analysis (FP&A) Budgeting Forecasting Data Analysis 111

Barry Ritholtz

JANUARY 14, 2024

FRBSF Economic Letter ) • Why Are American Drivers So Deadly? New York Times ) • The great Medicare Advantage marketing scam: How for-profit health insurers convince seniors to enroll in private Medicare plans. Popular Information ) • Why America hates its children : Kids are worse off in America than in any other rich country.

Profit and Loss 52

Profit and Loss Economics Marketing Finance 52

Jedox Finance

APRIL 24, 2022

From different use cases to the solution for current challenges – learn how the finance department can take advantage of Financial Planning and Analysis. Why use FP&A software? FP&A is short for Financial Planning & Analysis and is the intersection between finance and corporate management. Predictive Forecasting.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MARCH 2, 2023

Autonomous finance: Three predictions through 2028 To help FP&A and controllership leaders plan out this future, Gartner said it has three predictions for the impact of autonomous technology in finance through 2028. In particular, organisations need to consider the followings, the research firm said.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Jedox Finance

OCTOBER 8, 2020

In this blog, he explains why scenario planning is now more important than ever and, most importantly, what it can and can’t do. . I explained that it’s not about FP&A trying to predict the future. It’s not the role of FP&A to predict the plethora of possible causes for a change in the business landscape.

Financial Planning and Analysis (FP&A) 75

Financial Planning and Analysis (FP&A) Planning Leverage Communication 75

Centage

SEPTEMBER 7, 2021

You’re reviewing the results with your sales team, and you find that one of the team members is 20% below their sales goal for the quarter – and you want to know why. While you may know what went wrong – “Several orders pushed”, “I lost an important deal”, or “My pipeline wasn’t very strong” – you need to know why.

Finance 52

Finance Data Analysis Forecasting Budgeting 52