Barry Ritholtz

JUNE 17, 2024

A quick break from book authorship to share a fascinating set of data and charts, via Sam Ro. In his weekly missive, Sam points to some amazing charts from Global Financial Data. They are based on historical data that looks at 200 Years of Market Concentration. You might be surprised at the findings.

Concentration 126

Concentration Marketing Financial Data Economics 126

Jedox Finance

APRIL 8, 2021

It also needs to be based on insights from data. Effective decision-making must be based on data analysis, decisions (planning) and the execution and evaluation of the decisions and its impact (forecasting). we may need to integrate the financial data with data from the CRM. an approved budget).

Data Analysis 89

Data Analysis Forecasting Analyzing Data Budgeting 89

The Finance Weekly

FEBRUARY 22, 2025

Many appreciate the platform's ability to centralize financial data, effectively reducing the reliance on manual spreadsheets. The platform's robust reporting capabilities, including customizable dashboards and drag-and-drop functionalities, are frequently praised for facilitating efficient data analysis.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

Musings on Markets

DECEMBER 11, 2024

As our access to financial data and tools has improved, I added a short course on statistics , again with the narrow objective of providing the basic tools of data analysis.

Valuation 130

Valuation Corporate Finance Finance Investments 130

Cube Software

JUNE 4, 2024

Prophix software: an overview Prophix (Source: G2 ) Prophix is a financial management software that facilitates financial consolidation, budgeting, analysis, planning, and reporting. The software offers a spreadsheet-style interface for analyzing financial data and organizing information.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

JANUARY 23, 2020

EPM bridges the gap between these different planning silos and supports planning, analysis and reporting of business results, KPIs and more. Collection of organization-wide financial and non-financial data. Analysis and calculation of major KPIs. We can look at this as a process: .

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

Spreadym

OCTOBER 3, 2023

Budgeting and Forecasting: They have experience in creating and managing budgets, as well as forecasting financial performance based on historical data and future expectations. Strategic Thinking: FP&A candidates align financial goals with the company's strategic objectives, contributing to long-term planning and decision-making.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Financial Modeling Budgeting 59

Future CFO

AUGUST 21, 2023

Robert E Parker "As we look forward to the developments in AI, finance leaders will be in a better position to uncover hidden opportunities and risks and step beyond using structured financial data by utilising data from across organisational silos enhanced with data from outside the organisation."

Finance 98

Finance Compliance Data Analysis Leverage 98

Future CFO

AUGUST 7, 2024

Ho notes that CFOs, with their wider lens, can lead a team to draw insights from data to address specific strategic needs. There is a clear distinction between data analysis for analysis sake (e.g. CFOs will find it even more challenging to move into the space of non-financial data and customer data platforms."

Data Analysis 98

Data Analysis CFO Budgeting Performance Measuring 98

Future CFO

APRIL 3, 2023

Using machine learning and artificial intelligence (AI) for forecasting and predictive analysis is the next frontier for companies, where efficiency gains from RPA can help create more time for higher-value work such as AI-enabled data analysis and forecasting.

Finance 96

Finance Forecasting CFO Leverage 96

Centage

MAY 3, 2022

The Planning Maestro App for QuickBooks Online Advanced provides a two-way sync of financial data between QuickBooks Online Advanced and Planning Maestro, resulting in improved efficiency, fewer manual processes, and greater confidence in data quality and integrity.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

JULY 21, 2024

Now, beyond interpreting financial data, we’re now also embracing sustainability reporting and assurance – a rapidly growing field." While we need accountants with a strong foundation in accounting principles, data analysis skills, business acumen, we also need them to have a willingness to adapt to constant change.

Finance 104

Finance Accounting Principles Problem Solving Accounting 104

Centage

OCTOBER 3, 2022

Disadvantages of Excel for Financial Forecasting While Excel is not necessarily bad for data analysis or financial forecasting, it may not be the best option available to your business. Limited Visibility To conduct financial data analysis, your business needs to test various hypothetical scenarios.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Fpanda Club

SEPTEMBER 2, 2021

This is true in all possible economic situations: in times of growth FP&A participates in setting business objectives, analyzing options of growth, assessing market opportunities and risks, while in times of recession FP&A can contribute to corrective action plans, cost-cutting and other initiatives to preserve company’s financial health.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

Centage

JUNE 7, 2022

Keep reading for best practices for impressing owners and employees alike as a new chief financial officer. Marry Finance With Strategy It’s not enough to provide accurate financial data. Centage Corporation’s Planning Maestro is a cloud planning & analytics platform that delivers year-round financial intelligence.

CFO 97

CFO Forecasting Data Analysis Budgeting 97

Future CFO

AUGUST 1, 2023

The rise in digital transformation (DX) initiatives and the adoption of mobile technologies have also contributed to the demand for cloud-based financial applications in Asia/Pacific. Companies are increasingly seeking secure and compliant solutions to manage their financial data.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

Centage

SEPTEMBER 6, 2022

Lack of Security Features Excel may be an easier target for hackers due to inadequate encryption features for protecting your sensitive business information, such as identifiable details and confidential financial data. Even with password protection, your critical information is still vulnerable.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

Centage

JANUARY 18, 2022

As each contributor enters financial information and transactional data, those inputs automatically ripple through the budget. That extends from the most meticulous operational details to the highest consolidated financial roll-ups.

Budgeting 111

Budgeting Forecasting Financial Planning and Analysis (FP&A) General Ledger 111

Centage

JULY 25, 2023

Otherwise, you risk sharing incorrect financial data. Consolidating your financial data across several general ledgers quickly becomes complicated when you use spreadsheets. Fortunately, Planning Maestro offers cloud budgeting and planning software that simplifies the financial consolidation process.

Budgeting 98

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

Global Finance

SEPTEMBER 9, 2024

“We’ve seen how migrating to the right treasury data analytics strategy can absolutely transform how treasury teams interpret and utilize their financial information—and deliver better business outcomes within the corporate suite,” notes Blake. “By

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

CFO Network

SEPTEMBER 21, 2021

Financial analysis can help you get a better idea of your organization’s larger financial picture. Read on to learn more about financial data analysis and why you need it. What Is Financial Analysis?

Financial Analysis 52

Financial Analysis Financial Analyst Data Analysis Valuation 52

Future CFO

APRIL 12, 2023

Looking inward, Nurfadhli said the setup has accelerated the real-time decision-making process, including financial management. This cover maximising the workload of the financial team, automating the financial administration process, as well as easing the financial data analysis," he added.

Finance 98

Finance Benchmarking CFO Data Analysis 98

PYMNTS

DECEMBER 14, 2018

This week’s B2B venture capital roundup includes a slew of companies experimenting with enterprise data use cases. They include Internet of Things (IoT)-connected manufacturing machines, cross-platform financial data analysis, predictive analytics for inventory management and more. In all, more than $87.8

B2B 51

B2B Startups Treasury Financial Data 51

Centage

SEPTEMBER 7, 2021

As defined by Wikipedia, Business Intelligence comprises the strategies and technologies used by enterprises for the data analysis of business information. Recently, Centage’s Planning Maestro was named to Data Magazine’s list of 101 Most Innovative Business Intelligence Startups & Companies in Massachusetts.

Finance 52

Finance Data Analysis Forecasting Budgeting 52

CFO Share

JULY 27, 2023

AI Advantages and Opportunities for CFOs AI presents key advantages and opportunities for CFOs: AI Enhanced Data Analysis AI enables CFOs to analyze large volumes of financial data quickly and accurately, uncovering valuable insights for decision-making. Where will you take AI in your business?

CFO 40

CFO Data Analysis Analyzing Data Risk Management 40

PYMNTS

SEPTEMBER 9, 2016

A collaboration with SME data firm Womply has JetPay rolling out its JetPay Insights, a tool that provides analytics of small business financial data. The digital platform helps companies track revenue and uses analytics for other areas of their business, like understanding customer behavior and competitor trends.

Data Analysis 40

Data Analysis B2B Cash Management Financial Data 40

Future CFO

DECEMBER 17, 2023

Embracing AI, automation, and data analysis will help finance teams bring more strategy to the organisational table and find a greater sense of confidence amid the uncertainty. And while we aren’t quite there yet, I expect that generative AI will have a very compelling use case in forecasting and budgeting.

SAP 52

SAP Finance Budgeting Data Analysis 52

Collectiv

AUGUST 7, 2023

But making sound financial decisions is arguably one of the most important considerations. Enterprises must use the right reporting tools to generate insights and leverage vast amounts of financial data effectively. Dave Sawdey is a principal at Avison Young , a global commercial real estate service firm.

Problem Solving 52

Problem Solving Budgeting Data Analysis Construction 52

The Finance Weekly

APRIL 28, 2024

All from within Excel, Connect equips users to import live data from all ERP systems, effortlessly construct reports, and access all ERP data from your spreadsheets. Key Features Datarails Connect offers AI-powered financial data analysis within Excel, providing real-time insights and easing IT burdens.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Invoicing Budgeting Finance 52

Centage

JULY 26, 2022

To survive and thrive in the current corporate environment, you need to have more financial data than the competition. Doing this enables business leaders to make more appropriate decisions regarding their company’s financial future.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Budgeting Data Analysis 52

Boston Startup CFO

FEBRUARY 1, 2023

Lack of financial expertise If you or your management team lack financial expertise or experience, a fractional CFO can bring the necessary knowledge and skills to your startup. Additionally, they can help you navigate financial challenges by developing strategies to overcome them.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

Centage

OCTOBER 3, 2022

Disadvantages of Excel for Financial Forecasting. While Excel is not necessarily bad for data analysis or financial forecasting, it may not be the best option available to your business. To conduct financial data analysis, your business needs to test various hypothetical scenarios. Limited Visibility.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

Collectiv

JUNE 13, 2023

Data analysis is a treasure trove for non-profits. Solid processes around nonprofit data give you critical information to highlight unique aspects of your organization, boost morale, increase credibility, enhance transparency, and build community awareness to support your mission.

Nonprofit 52

Nonprofit Leverage Analyzing Data Budgeting 52

Centage

JANUARY 19, 2024

It requires the ability to consolidate financial data from disparate sources, analyze regional or departmental nuances, and make informed decisions that contribute to the collective success of the business. Reducing reliance on manual data analysis and automating cost allocations significantly improves efficiency and speed.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Numbers 52

Centage

SEPTEMBER 6, 2022

Excel may be an easier target for hackers due to inadequate encryption features for protecting your sensitive business information, such as identifiable details and confidential financial data. With Centage Corporation’s Planning Maestro, you can optimize cash flow forecasting with year-round financial intelligence.

Securities 52

Securities Cash Flow Forecasting Budgeting Forecasting 52

PYMNTS

SEPTEMBER 12, 2018

There is no shortage of FinTech firms that have emerged since the 2008 financial crisis aiming to facilitate access to small business capital, many of which target supplier and invoice financing specifically. As the industry grows, access to small business financial data is a critical component of risk mitigation and underwriting practices.

Finance 40

Finance Accounts Payable Invoicing Reconciliations 40

The Finance Weekly

FEBRUARY 21, 2024

This unique blend of comfort and advanced technology ensures finance teams can operate within a known environment while accessing the benefits of modern financial software. AI-Driven Insights and IT Relief One of the most compelling features of Datarails Connect is its AI capabilities, which automate and optimize financial data analysis.

Finance 40

Finance Benchmarking Data Analysis Leverage 40