Analyzing Data and Strategic Planning - Corporate Finance Brief

Analyzing Data

Strategic Planning

BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

DECEMBER 18, 2024

Mariana Oiticica : It is increasingly vital to their long-term strategic planning. Furthermore, artificial intelligence and data analytics are revolutionizing wealth management by offering deeper insights and enhancing operational efficiency.

Banking

Banking Education Analyzing Data Economics

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

Fpanda Club

JANUARY 23, 2025

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.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting

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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

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Trending Sources

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

Planful

JUNE 17, 2021

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.

Strategic Planning

Strategic Planning Financial Planning and Analysis (FP&A) Planning CFO

Webinars

Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

The Silent Crisis: Why Finance Lags in Digital Transformation and How to Accelerate AI Adoption

The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

MORE WEBINARS

#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly

Nerd's Eye View

MARCH 28, 2023

We also talk about how, while working in a marketing role at an advisory practice, Erica began to track data on their individual advisors’ marketing efforts because she realized that she didn’t have the data to support her suggestions for the firm’s strategic planning and decided to start measuring how the firm was performing at each (..)

Marketing

Marketing Benchmarking Analyzing Data Strategic Planning

How to put finance business partnering puzzle together?

Fpanda Club

FEBRUARY 5, 2024

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Get the basics right Advancements in automation, data practices, and innovative systems make it much easier to generate financial and non-financial insights. But it’s not really that easy.

Finance

Finance Analyzing Data Benchmarking Communication

3 Marketing Tools to Adopt to Become Better Finance Business Partners

Fpanda Club

APRIL 18, 2022

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.

Financial Planning and Analysis (FP&A)

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

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

Cube Software

DECEMBER 23, 2024

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

Finance Analyzing Data Technology Strategic Planning

Members’ Spotlight: Charles Westermeyer

CFO Talks

NOVEMBER 20, 2024

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

CFO Prioritization Leadership Communication

Collaborative Budgeting Process

Spreadym

NOVEMBER 8, 2023

This can lead to more effective strategic planning. Define budget goals: Clearly articulate the financial objectives and targets that the budget should achieve, aligned with the organization's strategic plan.

Budgeting

Budgeting Communication Strategic Planning Analyzing Data

Finding the Patterns in Big Data

The Finance Weekly

JULY 10, 2022

We're all searching for the easy way out, whether we're data analysts, executives, product managers, or marketers. Use these techniques to uncover insights and patterns so you may be the one to deliver an actionable data point that leads to the upcoming big-ticket item in your strategic plan. #1

Data Analysis

Data Analysis Analyzing Data Strategic Planning Sales

Mid-Year Update on Key Trends to Watch

Bramasol

JUNE 30, 2023

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

SAP B2B Leverage Analyzing Data

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

Spreadym

JUNE 27, 2023

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.

Financial Planning and Analysis (FP&A)

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

Best Workforce Planning Software Tools for 2024

The Finance Weekly

DECEMBER 20, 2023

To align human resources (HR) strategies with ,, business objectives , you should consider the costs associated with developing and sustaining your workforce within your overall financial planning. The software includes features for budgeting, planning, reporting, and workforce planning.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Planning General Ledger Budgeting

Best Workforce Planning Software Tools for 2024

The Finance Weekly

DECEMBER 20, 2023

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Planning General Ledger Budgeting

7 Best Budgeting Software for Small Businesses

The Finance Weekly

OCTOBER 8, 2023

Market Segment: 63% Mid-Market 37% Small-Business Datarails , Datarails is an FP&A tool that helps finance teams by automating financial reporting and planning tasks using Excel spreadsheets and financial models. It uses advanced technology to analyze real-time data and predict future results, allowing for confident planning.

Financial Planning and Analysis (FP&A)

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

9 Signs Your Startup Needs a Fractional CFO - By JP Puchulu

Boston Startup CFO

FEBRUARY 1, 2023

Spending too much time analyzing data, instead of running your business A fractional CFO can help you to manage your time more effectively by taking on some of the tasks related to data analysis and management. They can also help you to identify any gaps in your data and to develop strategies for filling those gaps.

CFO

CFO Startups Cash Flow Forecasting Budgeting

BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

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

Webinars

Trending Sources

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

Webinars

#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly

How to put finance business partnering puzzle together?

3 Marketing Tools to Adopt to Become Better Finance Business Partners

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

Members’ Spotlight: Charles Westermeyer

Collaborative Budgeting Process

Finding the Patterns in Big Data

Mid-Year Update on Key Trends to Watch

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

Best Workforce Planning Software Tools for 2024

Best Workforce Planning Software Tools for 2024

7 Best Budgeting Software for Small Businesses

9 Signs Your Startup Needs a Fractional CFO - By JP Puchulu

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