Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A) 59

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

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

Centage

SEPTEMBER 14, 2021

Compounded over many rows, even a simple mistake can lead to faulty financial data. Large or small business that use spreadsheets are taking a risk: Boeing leaked employees’ personal data in a hidden spreadsheet column. Siloed financial data can lead to false assumptions because insight isn’t based on a complete picture.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

Jedox Finance

SEPTEMBER 29, 2021

It is not uncommon to find other, more narrow, definitions for SPM: Improvement of sales personnel performance; streamline sales and sales-operations data; monitoring and measuring the effectiveness and efficiency of sales processes. Modern FP&A departments work closely with other departments across the organization as a business partner.

Financial Planning and Analysis (FP&A) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Reconciliations 124

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

Future CFO

APRIL 3, 2023

Leveraging data to offer informed decisions Going beyond RPA, the shift to the cloud and vast amounts of data now available means CFOs have an opportunity and expectation to broaden their focus to not only improve the bottom line, but to also contribute to the top line by leveraging data to provide actionable business insights.

Finance 96

Finance Forecasting CFO Leverage 96

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

Centage

MAY 3, 2022

the maker of QuickBooks Online Advanced, to bring automated budgeting, forecasting, reporting and analytics capabilities to QuickBooks Online Advanced customers and mid-market organizations looking for cloud-based FP&A solutions.

Financial Planning and Analysis (FP&A) 98

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

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

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. With its widespread use, some businesses may see Excel as their only solution for corporate financial planning.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 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 Budgeting 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. Forecast Risk Very few financial decisions are entirely without risk.

CFO 97

CFO Forecasting Budgeting Data Analysis 97

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

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. Watch Demo.

Finance 52

Finance Data Analysis Forecasting Budgeting 52

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

Jedox Finance

JANUARY 23, 2020

Collection of organization-wide financial and non-financial data. Analysis and calculation of major KPIs. Measurement of success and re-forecasting. Set organizational, strategic, high level goals and targets. Cascade goals into functional areas of the organization. Target setting for select business drivers.

Financial Planning and Analysis (FP&A) 88

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

Centage

JULY 25, 2023

Risk of Errors with Excel Spreadsheets The risk of errors is one of the greatest challenges that businesses face when using Excel spreadsheets for budgeting and financial forecasting. To maintain multiple spreadsheets, you will be required to perform manual data entry. Otherwise, you risk sharing incorrect financial data.

Budgeting 98

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

The Finance Weekly

APRIL 28, 2024

This not only transforms financial tasks like reporting, budgeting, and forecasting but also lightens the load for the IT department. 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.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

AUGUST 27, 2023

These tools are reshaping the financial landscape by simplifying operations and eradicating manual tasks. By identifying variations, anomalies, and errors in data such as miscalculations, formula malfunctions, or planning assumptions gone awry, users are provided with immediate insights to refine and verify scenario data.

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. So, why are so many companies relying on them to handle their financial needs? Forecasting. Spotting trends. Lack of Security Features.

Securities 52

Securities Cash Flow Forecasting Budgeting Forecasting 52

The Finance Weekly

FEBRUARY 21, 2024

This approach not only revolutionizes financial processes like reporting, budgeting, and forecasting but also significantly reduces the IT department's workload. 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.

Finance 40

Finance Benchmarking Data Analysis Leverage 40

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

The Finance Weekly

AUGUST 26, 2023

For example, it manages borrower’s credit data and spots early financial signs. Also, AI's predictive analysis forecasts borrower defaults and risk levels using data. It excels in closely monitoring online reputation, promptly alerting to suspicious transactions or inconsistencies in financial data.

Risk Management 52

Risk Management Profit and Loss Currencies Compliance 52

Planful

JANUARY 11, 2022

Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth. Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40