Remove Analyzing Data Remove Finance Remove Strategic Planning
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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies?

Banking 115
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FP&A’s Scope: What Is In And What Is Out?

Fpanda Club

FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. This technical task should be handled by IT or dedicated data teams who specialize in integrating and managing data from multiple sources.

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How to put finance business partnering puzzle together?

Fpanda Club

Finance business partnering is not a new concept and has been around for a while. “ The success …depends on the extent to which finance men are capable of looking outside finance and playing an active, rather than a passive, role in the business. ” Well, not just for a while, for more than 60 years. “

Finance 130
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3 Marketing Tools to Adopt to Become Better Finance Business Partners

Fpanda Club

To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

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Strategic Planning Components for CFOs to Keep Top-of-Mind

Planful

But not every CFO thrives in the strategic planning side of their role. Many finance leaders confuse financial planning with strategic planning. But when it comes to strategic planning components, CFOs shouldn’t be in a pure finance mindset. ” Why the disconnect? .”

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AI in Finance: How CFOs are evolving beyond automation and driving strategy in 2025

Cube Software

Understanding AI and Machine Learning in Finance Definition of AI in Finance AI in finance means using technology to take on tasks like analyzing data, spotting patterns, and making decisionsthings that usually require human intelligence.

Finance 52
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Members’ Spotlight: Charles Westermeyer

CFO Talks

With his credentials as a Business Accountant in Practice BAP (SA) and a Licensed Independent Reviewer with CIBA , Charles is known for blending technical expertise with strategic foresight. His journey in finance has been marked by resilience, innovation, and a dedication to tailored client service.

CFO 52