CFO Leadership

APRIL 10, 2023

Maintaining that duty of care becomes more challenging as organizations expand since the number of employees traveling on the company’s behalf increases. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. With increased risk comes the need for increased duty of care. Be accessible.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. This year, the PYMNTS data and analytics team published 252 reports that tracked the data, innovations and disruptive thinking that are reshaping the payments and commerce business. Buy Now, Pay Later.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

VCFO

AUGUST 9, 2023

Utilization Utilization is calculated by dividing the total number of hours employees worked on billable projects (Direct Labor) by their total hours available (Total Labor). They can be trended over time, compared to budget, and often benchmarked against industry comps. All have their place. Discount a big job… see what that does.

General Ledger 80

General Ledger Benchmarking Leverage Budgeting 80

VCFO

SEPTEMBER 21, 2023

The delta between an owner’s expectations and the market’s potential can be considerable and is based on a number of financial and non-financial metrics. This is a critical number used in valuing companies. You can learn how you compare to your competitors and best in class by benchmarking your performance to a peer group.

Valuation 84

Valuation Marketing Benchmarking CFO 84

PYMNTS

NOVEMBER 17, 2020

Another popular cyberattack this year is the account push payment (APP) type, a real-time attack, with the Tracker noting that “the number of real-time payments has risen dramatically in recent years, and APP fraud has grown alongside it. Behavioral Biometrics Ensure You Are You .

Benchmarking 72

Benchmarking eCommerce Leverage Accounting 72

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

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

VCFO

JANUARY 27, 2022

Since our formation in 1996, vcfo has helped our clients through a number of booms and busts (.com, Leverage Your Relationships. It is imperative to incorporate periodic (and for key employees, frequent) updates to salary benchmarking studies and hourly pay benchmarking. The Perils of Inflation. Diversify Debt.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

CFO News Room

DECEMBER 3, 2022

We also have a number of articles on investments: How launching an ETF can create efficiencies for advisors and their clients alike. For these individuals, advisors who leverage advanced retirement income planning techniques could be particularly attractive. Cinthia Murphy | ETF Think Tank). trillion in 2012 to about $6.1

Communication 130

Communication Investments Planning Marketing 130

PYMNTS

NOVEMBER 18, 2020

Collaboration and not competition, Visa’s Senior Vice President, Global Head of FinTech Terry Angelos told Karen Webster in a discussion on the recent advancements and updates to Visa’s Fast Track program , is quite evident — particularly when one observes that a number of Visa’s partners are many that, on paper, might appear to be competitors.

Banking 73

Banking Benchmarking Leverage Numbers 73

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Collectiv

JUNE 13, 2023

Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively. When any organization leverages data, it must be reliable. As a result, you can be confident that the data you’re sharing with your community or leveraging to create change is as accurate as possible.

Nonprofit 52

Nonprofit Leverage Analyzing Data Budgeting 52

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. paraplanner) count for the same number of hours as those within a planning firm but with little engagement on actual financial planning (e.g.,

Planning 130

Planning Education Investments Benchmarking 130

PYMNTS

MAY 19, 2017

Historically, given the scope that purchase-to-pay encompasses, the process has been highly fragmented — a quality that has long meant businesses face a number of risks when engaging in the space. The company is also investing in research on fraud analytics leveraging the high volumes of data that pass through their P2P network.

Benchmarking 40

Benchmarking Compliance Invoicing Leverage 40

PYMNTS

FEBRUARY 28, 2020

Credit unions possess vast troves of personal information such as credit card data and Social Security numbers that could devastate members if leaked. The leaked data did not include passwords, codes or identification questions, but did expose names, addresses, birthdates, social insurance numbers and information about transaction habits.

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

PYMNTS

OCTOBER 29, 2019

The report notes that AFS was able to onboard the new technology into its operations in as little as four months, leveraging one enterprise-wide platform for its vending machine and office coffee business.

Sales 40

Sales Benchmarking Leverage Technology 40

Adam Kae

MARCH 12, 2024

The constant juggling act of acquiring new clients, retaining the existing ones, and trying to keep those revenue numbers in the green. Leveraging a Fractional CFO's Expertise Introducing the Secret Weapon: Fractional CFO Services This is where the magic happens. Agency owners, I know the struggle.

Sales 52

Sales CFO Communication Benchmarking 52

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. Without traceability to data sources and the factors driving the data in the Excel file, the numbers lack credibility.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

The Finance Weekly

MARCH 5, 2024

Surprisingly, Excel was the number one solution, despite being the nemesis of IT professionals. Contrary to being perceived as outdated, finance teams are leveraging these productivity tools in innovative ways, from budgeting to managing projects and assignments. This question was tricky, and we were eager to see the results.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

PYMNTS

AUGUST 24, 2017

This month, the company published its latest analysis, The Financial Leaders’ Benchmarking Report , and the findings were “troubling,” in the words of APEX Analytix. Visibility, benchmarking, and independent review,” the executive said, “as they say, ‘You can’t manage what you don’t measure.’”.

Accounts Payable 40

Accounts Payable Invoicing Benchmarking Auditing 40

PYMNTS

FEBRUARY 24, 2020

Thanks to Huygens, the world has made a cottage industry out of watching the time, benchmarking it and counting it in any number of ways, and for any number of reasons. Everything that a person wants or needs to get done in a day has to fit within the 1,440 minutes that start every day at 12:00 a.m. and end at 11:59 p.m.,

Currencies 83

Currencies Benchmarking Banking Transportation 83

VCFO

MARCH 2, 2023

They add foresight that shows what will happen if the current course is maintained and raise decisions that need to be made, beyond just interpreting the numbers. These can be developed using competitor benchmark data for the firm. While revenue and project profitability are rather self-explanatory, utilization is not as clear.

Strategic Planning 62

Strategic Planning CFO Budgeting Planning 62

PYMNTS

APRIL 2, 2018

Duvedi said people tend to lowball the numbers when pitching spend management plans to company leadership because they’re afraid to commit to higher numbers. However, there’s a compelling business case to be made in the hard numbers alone, let alone the soft benefits of better spend management. The second A is adoption.

Accounts Payable 50

Accounts Payable Invoicing Benchmarking Numbers 50

CFO Thought Leader

OCTOBER 1, 2023

However, turn back the clock to his ExactTarget days, and it’s easy to see that for a number of months, Salesforce did indeed flip Leet’s world upside down. “I Jack Sweeney “Leverage your 360 degree view of your business to deliver valuable actionable insights to your leadership team.

CFO 52

CFO Leadership Finance Leverage 52

Future CFO

MAY 2, 2023

Therefore, leveraging cloud-based automation can help the finance function streamline its internal processes to achieve greater accuracy in lesser time. Some examples include the number of manual financial processes, the accuracy of financial reporting and financial forecasts, the time taken for the month-end close process and so on.

Finance 52

Finance Benchmarking Communication Education 52

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!), Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

DECEMBER 1, 2017

All in, hackers managed to nab names, email addresses and phone numbers of 50 million Uber riders around the world, as well as the data of about 7 million drivers, which includes 600,000 U.S. drivers’ license numbers. It’s a big number – but it comes as a big discount for buyers offering $32.97

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

The Charity CFO

APRIL 28, 2023

They can also provide financial reports that show how your organization is performing and how it compares to industry benchmarks. Firms that specialize in nonprofit accounting have in-depth knowledge and experience in accounting for the unique needs and requirements of nonprofit organizations.

Nonprofit 52

Nonprofit Accounting Firms Accounting Auditing 52

Planful

DECEMBER 28, 2016

The Hackett Group benchmark research shows that world-class companies will consolidate and close the month-end books within 3 days, and report within 2 days. There have been a number of improvements in financial software technology over the last 10 years that can help streamline the financial close and reporting process.

Benchmarking 40

Benchmarking Reconciliations Data Analysis Technology 40

Future CFO

FEBRUARY 28, 2022

Pulkit Abrol (PA): It’s a remarkable age of change we now live in; the role of accountants and finance professionals has gone far beyond what the numbers mean. Following which, they can carry out talent mapping with capability planning and benchmarking their finance team’s current and future skills. How can employers help?

Finance 52

Finance Accounting Benchmarking Leverage 52

PYMNTS

JUNE 18, 2018

Meal kit options and prepared food selections in grocery stores are expanding to get feet into the grocery store and up the number of visits they make each week from 1.3 That Index score serves as a benchmark across the establishments we track and helps us identify and analyze trends and patterns. to something more. Time will tell.

Benchmarking 47

Benchmarking Accounting Sales Numbers 47

The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. For us numbers people, one of the hardest things can be getting out in front of a CEO and talking yourself up enough to land a new client. Another key aspect of becoming a Valuable Expert is enhancing your education.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

PYMNTS

MARCH 13, 2019

Manual, paper-based invoicing systems are objectively worse in every metric when stacked against automated, digital AP systems that leverage straight-through processing. Once you know the internal baselines, the next thing to do is benchmark against a leader to determine where you rank in the marketplace,” he said.

Accounts Payable 44

Accounts Payable Accounting Invoicing Benchmarking 44

Planful

APRIL 26, 2017

According to a recent benchmark survey by APQC, the bottom performers take 12 days or more to close the books and report their results to management. Then when a last-minute change is made to a number or comment, it must be manually updated in multiple places. MS Office) can be cumbersome and time-consuming.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Value-Added Analysis Auditing Benchmarking 40

Planful

AUGUST 1, 2017

According to a 2014 study by APQC benchmarking the financial close process, the bottom performers took 12 days or more to close and report their results to management. Consolidating financial results might sound easy on the surface, but it’s more than just adding up numbers. Seems straightforward, right? External board reporting.

GAAP 40

GAAP Value-Added Analysis IFRS Auditing 40

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. And so there was a number of less liquid markets that made for quite wide spreads. And so there was certainly a number of different movements, but there was certainly downside of these things. And you know, I think ultimately there was a number of opportunities that came out.

Investments 59

Investments Numbers Marketing Leverage 59

BlueLight

MAY 6, 2020

The investor update email is a powerful tool to leverage this effectively across a big group of investors. Communication architecture Before we get to the investor updates, it’s important to lay out an overall communication architecture (if you do that well, you can leverage it for this audience too).

Communication 52

Communication Startups Finance Leverage 52