Future CFO

APRIL 4, 2025

It has been an imperative for accountants to keep up with the technological advancements in the market, and understanding artificial intelligence now raises key challenges for finance professionals.

Accounting 52

Accounting Risk Management Data Analysis Compliance 52

Future CFO

NOVEMBER 27, 2024

Finance teams found their way in 2024 to keep up with the ever-changing market landscape brought about by a number of factors. Retention "Retaining talent in a conservative market can begin with regular check-ins to address future career pathways and plans within the organisation," Manabat says. "It

Accounting 105

Accounting Finance Problem Solving Accounts Payable 105

CFO Plans

DECEMBER 2, 2024

Join us as we explore unique perspectives on financial reporting and data analysis, offering actionable insights for hospitality business owners seeking growth opportunities without a dedicated financial strategist. This foundational analysis is the first step toward crafting effective growth strategies.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

CFO Plans

NOVEMBER 4, 2024

By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. By aligning their financial strategies with their business growth metrics, they achieved remarkable success in expanding their market share.

CFO 52

CFO Cost Management Leverage Planning 52

The Finance Weekly

DECEMBER 2, 2024

Problem 5: Doesn’t Sync With Your ERP System While a handful of ERP systems, such as SAP and Oracle, make up a large percentage of the ERP market, there are literally hundreds to choose from, and the list of ERP systems used by businesses worldwide is endless. Are there companies in this space solving this problem?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 52

The Charity CFO

JANUARY 29, 2025

In the latest episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Howard Levy, branding and marketing strategy expert from Red Rooster Group , to discuss the importance of brand strategies for nonprofits and how organizations can keep their brands relevant in today’s rapidly changing landscape.

Nonprofit 52

Nonprofit Leadership Communication Data Analysis 52

Future CFO

AUGUST 14, 2022

The study was designed to update understanding of market practice for the assurance of ESG or sustainability information globally, having reviewed 1400 companies across 22 jurisdictions.

Data Analysis 52

Data Analysis Marketing 52

Musings on Markets

DECEMBER 11, 2024

If you work in a business, whether it be in marketing, strategy or HR, this class is designed to provide perspective on how what you do fits into value creation at your business. If you are a business owner or operator, this class should give you the tools to use to make business choices that make the most financial sense.

Valuation 120

Valuation Corporate Finance Finance Investments 120

PYMNTS

SEPTEMBER 17, 2019

The company’s main goal is to reduce market manipulation and boost transparency, according to Cointelegraph. The company aims to give clients greater control over their crypto assets, allowing them to monitor the blockchain state in real time via the ParsiQL programming language.

Data Analysis 46

Data Analysis Startups Securities Retail 46

Jedox Finance

SEPTEMBER 29, 2021

Therefore, an SPM solution should follow the different activities of sales operations: Budget & Target Setting is the starting point where the organization aligns between the revenue goals and go-to-market plans. Data Silos – Sales data and financial data are separated, making reconciliation between those sources difficult.

Financial Planning and Analysis (FP&A) 124

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

E78 Partners

JANUARY 28, 2025

Every year seems to bring a unique blend of challenges for the M&A market, and 2024 was no different. Conduct Culture Assessments: Pre-close, assess cultural similarities, differences, and potential flashpoints through executive interviews and data analysis. Prioritize areas where possible via the integration process.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leadership 59

PYMNTS

JANUARY 20, 2021

Currently listed on the OTC under the symbol WETG, the membership-based eCommerce platform WeTrade has a market cap of $1.7 Funds raised from the Nasdaq listing will be earmarked for research and development, marketing, staffing and investments. The company’s cloud intelligence division, YCloud, recently expanded into those markets. “We

Data Analysis 83

Data Analysis Construction eCommerce Manufacturing 83

Adam Kae

JULY 17, 2023

As a Chief Financial Officer (AKA ChiefFUNancial Officer) for digital marketing agencies, CFOAdam plays a vital role in ensuring the financial health and growth of your organization. Capital Investment and Financing Options Scaling a digital marketing agency sometimes requires capital investments.

CFO 52

CFO Marketing Cash Flow Forecasting Forecasting 52

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). Modern organizations of all types collect data. an approved budget).

Data Analysis 89

Data Analysis Forecasting Analyzing Data Budgeting 89

Global Finance

OCTOBER 7, 2024

Tanganelli: AI has the potential to revolutionize finance by enhancing data analysis, improving forecasting accuracy and automating routine tasks. I see AI evolving to become an important part of the decision-making processes, providing deeper insights and enabling more strategic, data-driven decisions.

CFO 103

CFO Data Analysis Finance Risk Management 103

Centage

MAY 10, 2022

Planning Maestro offers the sophisticated features needed by small and mid-market organizations to integrate budgeting, forecasting, and deep data analysis within one easy-to-use, scalable SaaS solution. This trend is not a surprise given the advantages that SaaS offers to businesses of all sizes. . Watch Demo.

Financial Planning and Analysis (FP&A) 98

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

The Finance Weekly

FEBRUARY 22, 2025

Marketing Planning - Optimize marketing spend by analyzing budget allocations vs. sales objectives. 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

Jedox Finance

NOVEMBER 19, 2020

Technical progress is accelerating markets and making them more dynamic. While many companies still rely on Excel as their sole tool for planning, reporting and analysis, as can be seen from the BARC Planning Survey from earlier this year, many specialized providers have established themselves in the market. Back to planning.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

OCTOBER 7, 2016

Plati Potom develops post-payment solutions for eCommerce and offline retailers, as well as data analysis and credit risk management tools. One of the main goals of this transaction is to acquire proprietary data analysis and scoring technologies, as well as the team working on the products.

Data Analysis 55

Data Analysis Credit Risk Risk Management eCommerce 55

PYMNTS

DECEMBER 16, 2020

After a two-year test drive as a client of market data and analytics firm CarStory, Vroom announced on Tuesday (Dec. Marketing Cars Online. Unity believes the tool will empower the auto industry’s digital marketing professionals to easily create and publish content and interactive experiences.

Sales 97

Sales Planning Problem Solving Data Analysis 97

Centage

SEPTEMBER 14, 2021

It replaces static spreadsheets with a cloud-based financial tool that gives role-based access to data in real time. Planning Maestro allows you to access historical, current, and future budget and forecast data in one place, with advanced features for data analysis and projections.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

PYMNTS

OCTOBER 25, 2016

In a statement that accompanied the release, Jared Blank, Bluecore’s senior vice president of data analysis and insights, said: “Email is not only alive and well, but it’s the preferred mode of communications between brands and their consumers.”

Retail 69

Retail Data Analysis Communication Leverage 69

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. This should lead to further market share gains and reduce inventory turnover days and investment."

Data Analysis 98

Data Analysis CFO Budgeting Performance Measuring 98

CFO Leadership

MAY 31, 2023

Data analysis and leadership were ranked by CFOs as the most important skills for new team members, outpacing more traditional competencies like accounting and project management. Inflation moved down to the third-ranked impact, tied with the US regulatory environment at 13%.

Prioritization 95

Prioritization Technology Leadership Data Analysis 95

Barry Ritholtz

DECEMBER 7, 2022

But I never want to lose touch with how Main Street feels about market activity, especially during periods of sell-offs and higher volatility. I recall a vacation during late February 2020, as the market was starting to price in the pandemic. Some were organic, others modern, some intuitive, some rely on data analysis.

Data Analysis 116

Data Analysis Entertainment Advertising Investments 116

PYMNTS

FEBRUARY 16, 2018

Amid the talk of filling in the small business (SMB) financing gap banks have left since the financial crisis, the rush of FinTechs, alternative and marketplace lenders coming to market may have left another business segment behind: the middle market, particularly the lower middle market. We’re not looking to replace banks.

Marketing 40

Marketing Data Analysis Finance Technology 40

Future CFO

JULY 17, 2023

Faced with ongoing market volatility, the enterprise C-suite is leaning on its treasury teams like never before to protect company assets and to (ideally) also capitalise on competitive opportunities emerging from an unstable macroeconomic climate. This article discusses some of the key takeaways from that report.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

PYMNTS

SEPTEMBER 30, 2019

However, data analysis can help change that. As he spoke with Webster, Talaga argued for the greater use of data-analysis models that enable hospitals to better determine the repayment capabilities of specific patients. That has a major downstream impact,” Talaga said. Patients are very likely to respond.

Healthcare 73

Healthcare Data Analysis Planning Leverage 73

VCFO

JULY 8, 2022

Running a business requires a focus on many external forces, such as market and consumer behavior changes, labor markets, cost and pricing adjustments, capital needs, and more. The process itself is comprised of three steps: data collection, data analysis and visualization, and findings review.

Data Analysis 78

Data Analysis CFO Education Investments 78

Future CFO

JANUARY 2, 2025

Chief financial officers should be focusing on managing financial risks to bring in strategic growth initiatives, compelling them to embrace innovative solutions amid the shifts and changes in the market. By focusing on inclusivity, businesses can reach underserved markets, expand their impact, and unlock new opportunities for growth.

Finance 98

Finance Securities Data Analysis Technology 98

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

Centage

JULY 19, 2022

For example, with a bottom-up budget, companies can get a better sense of how much they’re spending on marketing and use this information to evaluate whether they need to ramp up or ramp down lead generation activities. Bottom-up budgeting tends to result in more accurate, detailed assumption models that employees are motivated to follow.

Financial Planning and Analysis (FP&A) 111

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

Centage

OCTOBER 28, 2021

Dynamic market conditions may not be anything new but navigating the current business environment and its unprecedented unpredictability has shined a spotlight on just how critical cash flow forecasting is to an organization. While businesses have adjusted to operating during a global pandemic there is still so much uncertainty.

Cash Flow Forecasting 90

Cash Flow Forecasting Forecasting Budgeting Data Analysis 90

PYMNTS

DECEMBER 6, 2016

based cross-channel marketing attribution software provider Visual IQ has nearly 11 years in the business. Founded in 2006, Visual IQ provides businesses with its SaaS-based IQ Intelligence Suite, which measures, analyzes and offers actionable data on its clients’ marketing efforts. Needham, Mass.–based

Advertising 71

Advertising Data Analysis Marketing Retail 71

PYMNTS

MARCH 1, 2019

According to The Japan Times , the country’s National Police Agency is trying to ward off illegal transactions by training specialists in data analysis, as well as looking into artificial intelligence (AI) technology that can detect illegal trades. ”

Foreign Exchange 75

Foreign Exchange Data Analysis Startups Banking 75

Future CFO

AUGUST 1, 2023

The demand for mobile wallets, online banking services, and the increasing adoption of digital technologies has led to the expansion of the financial applications market 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

AUGUST 15, 2022

Rather than spending all their time on data entry, your employees can analyze and model information, run scenarios, examine variables, and develop a more effective operational strategy. Recognizing that details are everything in the current market, many of today’s top businesses are looking for tools to help them stay organized.

Budgeting 105

Budgeting Planning Forecasting GAAP 105