Remove Analyzing Data Remove Investments 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

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Data pull from disparate systems FP&A professionals analyze data but typically should not engage in the extraction of data from various systems.

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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. Strategic Planning Component #1: Revenue.

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How to put finance business partnering puzzle together?

Fpanda Club

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Good news is that 66% of organizations are going to invest in finance business partnering between now and 2030. But where to start? But it’s not really that easy.

Finance 130
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Members’ Spotlight: Charles Westermeyer

CFO Talks

I was drawn to the idea that strategic financial planning can drive success and growth, whether on a corporate or personal level. The challenge of analyzing data, identifying trends, and making informed decisions based on complex factors inspired me to learn more.

CFO 52
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Mid-Year Update on Key Trends to Watch

Bramasol

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning.

SAP 70
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What is Financial Planning and Analysis (FP&A)?

Spreadym

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.