PYMNTS

NOVEMBER 16, 2020

In the wake of the 2008 global financial crisis, and banks' subsequent pullback from the small- to medium-sized business ( SMB ) lending arena, a slew of alternative lenders emerged onto the scene to fill the credit gap. The SMB lending space is evolving rapidly.

Technology 115

Technology Financial Analysis Finance Invoicing 115

CFO Talks

NOVEMBER 29, 2024

Simultaneously, I renegotiated interest rates with Standard Chartered Bank, securing a 50% reduction in interest costs, saving us $1.5 From digital tools for financial analysis to technologies that improve operational efficiency, staying ahead of the curve will be key. million annually. This freed up capital for reinvestment.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO News Room

DECEMBER 22, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. Finally, I carve out simple (even simplistic) sessions on inflation, interest rates and exchange rate , three macro variables that we are exposed to in almost all financial analysis and valuations.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

FISPAN

DECEMBER 8, 2021

Anek brings an extensive background in business development and customer success, with key specializations including project scoping, business and financial analysis, and relationship management. Get to know Anek, his aspirations at and beyond FISPAN, and how the emerging sector of FinTech allowed him to pursue a career in banking.

Financial Analysis 59

Financial Analysis Education Economics Banking 59

Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth. Planning: this is the first stage of every business activity.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

The Charity CFO

MAY 31, 2022

Even on nonprofit financial committees, some members may be skilled in accounting, others in banking, and others in investing or financial analysis. It’s a myth that all stakeholders need to be experts in every aspect of nonprofit finances. Step #3: Understand what is required.

Nonprofit 98

Nonprofit Finance Auditing Accounts Payable 98

Focus CFO

MAY 23, 2023

His diverse background encompasses budgeting, purchasing, forecasting, financial analysis, M&A, turnaround strategies, and growth initiatives. Greg has also demonstrated his proficiency in managing successful exits, 2nd generation hand-offs, bank relationships, and financing deals.

Problem Solving 52

Problem Solving Financial Analysis Leadership Budgeting 52

Musings on Markets

DECEMBER 21, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. Finally, I carve out simple (even simplistic) sessions on inflation, interest rates and exchange rate , three macro variables that we are exposed to in almost all financial analysis and valuations.

Valuation 99

Valuation Corporate Finance Finance Financial Analysis 99

Adam Kae

NOVEMBER 17, 2023

Here at Adam Kae & Associates we aim to shed light on the common practice of solely relying on the bank balance and emphasizes the importance of a more comprehensive and holistic approach to financial management. There is an illusion of adequacy that comes with merely glancing at your bank statement, but it's not good enough.

Finance 52

Finance Profit and Loss Banking Prioritization 52

CFO News Room

JANUARY 25, 2023

During my teaching lifetime, I have taught a wide swath of classes, ranging from banking to equity instruments, but in the last twenty years, my focus has been on three classes, c orporate finance, valuation and investment philosophies , with the last one taught only online.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

CFO Talks

DECEMBER 5, 2024

Members’ Profile: Ntombi Melamu In this edition of our CFO Spotlight series, we are featuring Ntombi Melamu, the Managing Director and Founder of FinAscend, a firm she established in 2019 to support small and medium-sized businesses with tailored financial solutions. What advice would you give to someone aspiring to be a CFO?

CFO 52

CFO Finance Accounting Communication 52

PYMNTS

DECEMBER 17, 2018

13), Bill.com said in its report, “ The Rise of Modern Business Payments ,” that accounting professionals now point to ACH payments as the dominant way they pay their corporate bills, with 73 percent noting that they use ACH payments and online banking to pay their clients’ invoices. In an announcement on Thursday (Dec.

B2B 63

B2B Accounts Payable Invoicing Reconciliations 63

PYMNTS

OCTOBER 17, 2016

That’s according to a new report by WAUSAU Financial Systems and Celent, which emphasized the increasing popularity of mRDC technology, enabling consumers and large businesses to deposit their checks from a mobile device. 78% of U.S. SMEs are unprepared for a cyberattack , according to the Nationwide’s Small Business Indicator.

Technology 76

Technology Invoicing Financial Analysis B2B 76

PYMNTS

JANUARY 18, 2019

.” Mastercard has also integrated its In Control solution with Strands’ Business Financial Management , a European solution co-developed by Mastercard and Strands to provide cash flow forecasting and financial analysis to small businesses.

Accounts Payable 55

Accounts Payable Cash Flow Forecasting Invoicing Financial Analysis 55

CFO News Room

JANUARY 27, 2023

Once you’ve linked your bank account, you’ll be given a specific dollar amount and will pick your gift stock from a list of America’s top 20 leading companies, based on market cap, in their respective industries. All you need to do is link your bank account, pick your investments (or let Groundfloor do it for you), and collect your interest.

Investments 130

Investments Education Accounting Finance 130

CFO Talks

FEBRUARY 9, 2024

As the custodians of a company’s financial health and strategic vision, modern Chief Financial Officers (CFOs) must navigate the complex landscape of monetary policy with precision and foresight. The Reserve Bank decided to keep interest rates unchanged, opting for stability amidst ongoing economic turbulence.

CFO 52

CFO Strategic Planning Communication Risk Management 52

PYMNTS

MAY 13, 2019

Prioritizing data integration led Complete Controller to recently choose MoreReporting as its next product offering, a solution that integrates with QuickBooks to provide cash flow and financial analysis for users. In the U.S.,

Accounting 61

Accounting Compliance Prioritization Financial Analysis 61

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting.

Finance 98

Finance CFO Forecasting Leadership 98

Future CFO

DECEMBER 6, 2023

The sum of many responsibilities As for what it means to be an effective CFO, she said it is going beyond Financial Analysis and Reporting, being more proactive involvement in the operations and overall strategy development and execution of an organisation. As treasurer, she is the link to external financial institutions.

CFO 98

CFO Finance Financial Analysis Transportation 98

CFO Talks

MARCH 20, 2024

Financial Analysis: The CFO decides what financial analysis to do to improve the business and shares these insights with other department heads. The completion of bank reconciliations and management reports falls under the Controller’s purview, who also prepares and issues financial statements.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Future CFO

MAY 1, 2024

As the business's nerve centre, the controller connects with external stakeholders, including the parent company, banks, and government bodies, having exposure to operations, marketing, consumer insights, and supply chain.” “Balancing governance and growth is the challenge, requiring performance optimisation and innovation,” says Leonardo. “As

Leadership 98

Leadership IFRS Finance Communication 98

Musings on Markets

FEBRUARY 8, 2025

Data Update 4 for 2025: Interest Rates, Inflation and Central Banks! Data Update 2 for 2025: The Party continued for US Equities Data Update 3 for 2025: The times they are a'changin'! Data Update 5 for 2025: It's a small world, after all! Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!

Hurdle Rate 72

Hurdle Rate Valuation Corporate Finance Currencies 72

Beacon CFO Plus

MAY 5, 2023

Financial institutions are increasingly leveraging NLP technologies to improve their customer service and streamline various financial processes. The application of Chat GPT in finance has been rapidly growing with the rise of digital banking and the demand for seamless customer experiences.

Finance 52

Finance CFO Financial Analysis Leverage 52

PYMNTS

DECEMBER 19, 2019

Furthermore, accountants request monthly bank statements and other financial documents from their small business clients to analyze that information and provide feedback. However, running a small business is often a 24/7 year-round job, often having questions on a Saturday morning or needing financial analysis in real time.

Accounting 53

Accounting Finance Accounting Firms Benchmarking 53

Future CFO

JANUARY 22, 2024

Modern accounting software integrates seamlessly with diverse financial systems, automating tasks such as data entry, bank reconciliation, and invoice processing. Real-time Data Insights The advent of cloud-based accounting solutions has turned real-time financial data availability into a reality for businesses of all sizes.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

Spreadym

FEBRUARY 26, 2023

This is the field where complex business management software and other such business systems, for example, resource planning software, financial analysis and planning (FA&P) or sales and operations planning (S&OP) software are advanced. Read here about how we solved this task with SAP and local EPM System.

Budgeting 52

Budgeting SAP Data Analysis Financial Analysis 52

Musings on Markets

AUGUST 15, 2023

If your answer is the Fed or central banks, you have lost the script, since the rates that central banks set tend to be short-term, and inaccessible, for most investors. As expected inflation rises, you should expect risk-free rates to rise, with or without central bank actions.

Investments 98

Investments Currencies Treasury Hurdle Rate 98

The Charity CFO

JUNE 7, 2023

Nonprofit financial statements. Is this just a necessary evil just to meet compliance requirements , and make sure there’s enough cash in the bank? Or can your financial statements be a lens to view your organization and fuel the mission? This analysis supports financial analysis, budgeting, and investment decision-making.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Financial Analysis 52

CFO Plans

SEPTEMBER 24, 2024

Customizable Accounting Packages allow small businesses to choose the services that best meet their needs, whether it’s payroll management, tax preparation, or financial analysis. Get Your Financial Health Check Today Cost-Effective Financial Solutions to Maximize Value For small businesses, every dollar counts.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

Musings on Markets

DECEMBER 15, 2021

During my teaching lifetime, I have taught a wide swath of classes, ranging from banking to equity instruments, but in the last twenty years, my focus has been on three classes, c orporate finance, valuation and investment philosophies , with the last one taught only online.

Corporate Finance 83

Corporate Finance Valuation Finance Investments 83

PYMNTS

FEBRUARY 27, 2018

Small businesses (SMBs) in particular can have trouble not only gaining access to their financial data, but also making sense of it. For franchise owners, financial data isn’t just stored across systems; it’s stored across various business locations, making financial analysis even more difficult. In the U.S.,

Cash Flow Forecasting 40

Cash Flow Forecasting B2B Forecasting Financial Data 40

CFO Simplified

JANUARY 9, 2022

Financial review. Financial Review. Meet with your bank. Banks do not know how your specific business has been affected, therefore communication is key. Plan on telling your bank: How your business has changed – how your sales have been impacted. Human Resources updates and changes. Business Planning Tips.

Cash Flow Forecasting 52

Cash Flow Forecasting Strategic Planning CFO Budgeting 52

Boston Startup CFO

OCTOBER 13, 2015

He/she can help you understand what the numbers mean by providing a level of financial analysis and more robust financial reporting. You’ve probably raised money, you’re growing moderately to fast and you’re adding new product lines quickly.

CFO 52

CFO Tax Planning GAAP Budgeting 52

CFA Institute

JUNE 11, 2019

How healthy are the bank and non-bank sectors across the globe? How does their current status compare with the days preceding the global financial crisis?

Banking 52

Banking Performance Measuring Financial Analysis Risk Management 52

Finvisage

DECEMBER 31, 2019

Samsung Electronics’ unsecured financial data was shredded due to inadequate security measures. Finvisage’s security is twofold, it embrace bank level encryption and authorization request from upper management for alterations. This would have left no scope for fraudsters to vandalise financial data.

Reconciliations 52

Reconciliations Accounting Financial Analysis Construction 52

Spreadym

JULY 21, 2023

This enables better risk assessment, personalized marketing, and improved decision-making for investment strategies Cloud Computing : Moving financial operations and data storage to the cloud, allowing for scalability, cost-effectiveness, and enhanced collaboration. Use data and financial analysis to support the case.

Finance 52

Finance Prioritization Compliance Leverage 52