Nerd's Eye View

AUGUST 23, 2022

In this episode, we talk in-depth about how Shari developed her 5-prong “Maximize the Return on Life” approach with clients and how she and the rest of the advisors in her firm iteratively built over time their “CFO Family Checklist” of planning issues to discuss with clients, how Shari’s firm uses the Diamond Teams approach (..)

Planning 98

Planning Benchmarking CFO Leverage 98

Collectiv

JANUARY 24, 2025

I dont about you, but its pretty surprising to see spreadsheets dominating in AFPs 2025 FP&A Benchmarking Survey Report. For organizations leveraging Microsoft Fabric , Power BI becomes even more powerful. Did you know that 96% of finance teams still rely on spreadsheets for planning and 93% rely on them for reporting?

Financial Planning and Analysis (FP&A) 52

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

Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

Benchmarking 98

Benchmarking Communication Leverage Numbers 98

E78 Partners

MAY 8, 2024

Validation and Reconciliation: Once categorized, the telecom expenses are validated against predefined benchmarks or budget allocations. The post Leveraging ServiceNow ITSM for Telecom Expense Management (TEM) appeared first on E78 Partners. Discrepancies or outliers are investigated to ensure accuracy and integrity of the data.

Leverage 52

Leverage Compliance Auditing Invoicing 52

Nerd's Eye View

AUGUST 23, 2022

In this episode, we talk in-depth about how Shari developed her 5-prong “Maximize the Return on Life” approach with clients and how she and the rest of the advisors in her firm iteratively built over time their “CFO Family Checklist” of planning issues to discuss with clients, how Shari’s firm uses the Diamond Teams approach (..)

Planning 87

Planning Benchmarking CFO Leverage 87

Global Finance

APRIL 5, 2025

Against this thriving backdrop, Bank Pekao found itself perfectly positioned to leverage its superior offerings in the debt, loan, and equity businesses, pushing the bank to a record-breaking near-$3 billion in revenue for the full year of 2024. The bank also participated in some of the largest IPOs in global markets.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

Barry Ritholtz

AUGUST 26, 2022

What he saw stunned him: The previous broker outsourced much of his asset management to third-party managers; Digging into the specifics he was gobsmacked by the details: Sub-$1m accounts charged 1.25% for a high turnover, actively managed SMA which lagged its benchmark by a few 100 basis points.

Concentration 141

Concentration Benchmarking Investments Accounting 141

Accountancy Today

JANUARY 12, 2024

Continuously updated with consumer reviews of emerging products, Foodfax is an indispensable resource for both brands and retailers, allowing benchmarking of new products against category norms. With over 30 years of independent sourcing and reviewing, Foodfax has compiled over 30,000 assessments covering 450+ food and drink categories.

Corporate Finance 96

Corporate Finance Finance Sales Benchmarking 96

Centage

DECEMBER 1, 2021

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. But times have changed – which is why financial forecasting is more important than your annual budget.

Forecasting 98

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

Nerd's Eye View

MAY 30, 2023

In this episode, we talk in-depth about why Tim and another G2 partner decided to transition the firm from a siloed advisor structure to an ensemble to both fulfill the vision of first-generation partners to evolve the firm into an enterprise and also create equitable partnership opportunities for all employees of the firm, how Tim and his firm worked (..)

Benchmarking 98

Benchmarking Restructuring Planning Leverage 98

PYMNTS

MAY 29, 2020

Fast forward from Minut’s founding in 2014 to today, and the focus is to provide security that leverages motion detection and sound to monitor homes without compromising privacy. In some cases, according to Mattisson, guests weren’t taking care of the properties as well as they should have.

Benchmarking 101

Benchmarking Securities Leverage Healthcare 101

The Finance Weekly

JULY 14, 2024

To reach that objective, the company's development team might set an operational benchmark of developing a prototype of the platform for beta testing within six months. Instead, leveraging FP&A software for long-range planning offers numerous advantages: Segregating the data in one place saves time.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

VCFO

MAY 17, 2024

v360 delves deeply into each of these areas in the way prospective buyers would, looking for leverage points to lean on and details that could derail opportunities if left unattended. Benchmarks A v360 roadmap also benchmarks your company against peers in your industry.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

PYMNTS

NOVEMBER 18, 2016

percent of mobile banking users leverage their bank’s mobile website and a significant 64.9 Earlier this year, a report by CCM Benchmark on digital commerce found that Android Pay and Apple Pay are taking off but at a slow rate. The usage of mobile banking accounts is also climbing. percent use banking apps.

Banking 72

Banking Benchmarking Leverage Accounting 72

PYMNTS

NOVEMBER 3, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. Plus, Everlink strikes a partnership for real-time B2B payments. Bloomberg To Incorporate Credit Risk Data.

Credit Risk 88

Credit Risk B2B Accounts Payable B2C 88

PYMNTS

SEPTEMBER 21, 2016

. “By emulating the traditional ways of doing business, Tolexo aims to further enhance the propensity of India’s B2B players to leverage the benefits of technology and online commerce by enabling an experience similar to offline transactions,” the report noted.

B2B 72

B2B eCommerce Benchmarking Finance 72

CFO News Room

DECEMBER 21, 2022

Member enrollment volume on Tmall increased by over 10% compared to the previous cycle, nearly 20 times the industry benchmark. First-time purchases by members increased by 20%. With almost 1.6 million members in its Tmall flagship store, Royal Canin has secured a growth driver for its long-term development.

Sales 100

Sales Benchmarking Entertainment Retail 100

CFO Leadership

APRIL 10, 2023

Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. Here are a few of Navan’s foundational principles for building a modern duty of care program: Make pertinent info readily accessible and available for anyone and everyone in the organization. Be accessible. Be personal.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

PYMNTS

JULY 17, 2020

She said regulators will probe companies “in all of these value chains – those who make the most assistants, those who make devices, those who make digital services, but also standard-setters” who determine industry benchmarks. The probe comes at a time when Big Tech is pushing to create interoperable standards for smart homes.

Benchmarking 94

Benchmarking Manufacturing Leverage Marketing 94

Future CFO

MARCH 1, 2023

Part of a finance transformation initiative could entail adopting enterprise applications to automate or digitalise manual expense processes, at the same time leveraging data and analytics to help gain greater control and deeper insights into spend and operations. Simplicity is key when it comes to selecting metrics.

Finance 91

Finance Benchmarking Compliance SAP 91

Global Finance

DECEMBER 6, 2024

We leverage digital platforms to enhance accessibility and efficiency while ensuring that personal relationships remain at the core of our service. However, while new technologies can help produce investment and margins, private banks may be able to leverage big data modeling more effectively for personalized offerings.

Banking 98

Banking Leverage Investments Technology 98

PYMNTS

DECEMBER 5, 2018

Its platform allows users to quickly benchmark average insurance premiums that small businesses pay based on location size and industry, a useful tool to third-party brokers that have traditionally relied on paper-based and manual processes to provide quotes to their SMBs.

Benchmarking 64

Benchmarking Startups Leverage Securities 64

VCFO

AUGUST 9, 2023

Measure What Matters There are many other important metrics beyond those detailed here – days sales outstanding on Accounts Receivable, balance sheet leverage, employee benefits to total labor, and countless more. They can be trended over time, compared to budget, and often benchmarked against industry comps.

General Ledger 80

General Ledger Benchmarking Leverage Budgeting 80

CFO Talks

JANUARY 30, 2025

This growth was achieved through a combination of ambitious targets, clear KPIs, bonus systems, and new marketing initiatives. “We set daily production goals for factory staff and leveraged LinkedIn campaigns to reach architects and project managers in the construction industry,” he said. Where do you start?

Communication 52

Communication CFO Valuation Construction 52

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

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

Nerd's Eye View

JUNE 27, 2023

So, whether you’re interested in learning about how Eric struggled to find a lead advisor that was both a good fit and was willing to take on some business development which led him and his wife to revamping their processes instead, how, even though Eric and his wife experienced a downturn in the business, he was prepared economically as he had (..)

Valuation 87

Valuation Benchmarking Communication Leverage 87

Global Finance

FEBRUARY 4, 2025

Financial institutions can better understand the risk profiles of small suppliers by leveraging alternative data and machine learning, thus expanding access to financing. It requires accurate data, robust technology, and thorough risk assessment, crucial to ensuring the creditworthiness of suppliers at all levels.

Finance 52

Finance Invoicing Banking Manufacturing 52

Centage

JANUARY 4, 2022

It offers a critical benchmark for comparison enabling stakeholders to see progress or areas of weakness within a given timeframe. By leveraging the power of KPI and KPI analytics as part of the financial reporting and analysis process, SMBs can uncover the best ways to grow and positively impact their organization’s bottom line.

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

Strategic Treasurer

MAY 12, 2022

Benchmarking: Personal Best. The rest largely benchmark against companies in similar industries, while some also benchmark against those of a comparable size or complexity level. This survey is designed as a benchmarking guide for corporate treasury. The vast majority were North American corporates (91%).

Prioritization 52

Prioritization Compliance Securities Banking 52

VCFO

SEPTEMBER 21, 2023

You can learn how you compare to your competitors and best in class by benchmarking your performance to a peer group. For instance, if your benchmarking shows a gross profit margin below the industry, that may signal excessive Cost of Goods Sold or Cost of Sales, suggesting operational or supplier agreement issues.

Valuation 84

Valuation Marketing Benchmarking CFO 84

PYMNTS

NOVEMBER 17, 2020

Fighting APP attacks, account takeover (ATO) and the nasty assemblage of digital tools at the beck of bad actors, companies must leverage “tools such as behavioral biometric authentication to ensure that those initiating payments are who they say they are. Behavioral Biometrics Ensure You Are You .

Benchmarking 72

Benchmarking eCommerce Leverage Accounting 72

E78 Partners

DECEMBER 5, 2024

Vendor Cost Benchmarking & Evaluation: Data-backed negotiations and informed decision-making. By leveraging our expertise, we enable IT leaders to focus on strategic initiatives while our onshore teams handle the operational heavy lifting.

Budgeting 52

Budgeting Benchmarking Auditing Cost Management 52

PYMNTS

JUNE 26, 2018

The company said in a press release on Monday (June 25) that it held its second annual Datathon at ADP event, which included more than 40 of its partners and innovators to collaborate on how to leverage AI and machine learning.

Benchmarking 49

Benchmarking Leverage Education Accounting 49

Centage

SEPTEMBER 11, 2023

Benchmarking Performance Budget vs actuals analysis provides a starting point you can measure your business’s financial performance against. Leveraging this budget vs actuals analysis allows you to optimize your company’s financial performance, agilely make adjustments, and drive strategic success.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

VCFO

JANUARY 27, 2022

Leverage Your Relationships. It is imperative to incorporate periodic (and for key employees, frequent) updates to salary benchmarking studies and hourly pay benchmarking. Benchmark employee compensation to competitors and across industries. Diversify Debt. Now is a good time to explore diversifying your lenders.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

CFO News Room

NOVEMBER 4, 2022

Representation goals — whether based on industry benchmarks or population data for the appropriate city, state, or country — are one component, but it’s equally important to incentivize leaders and create accountability systems to help make those strategies a success. But companies can and need to do more to fully leverage this role.

Investments 100

Investments Leadership Accounting Analyzing Data 100

The Charity CFO

MARCH 22, 2024

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52