CFO Plans

NOVEMBER 4, 2024

Technology and automation are revolutionizing Strategic Financial Planning , offering advanced tools for data analysis and decision-making. By automating routine tasks and leveraging data-driven insights, they have streamlined their operations and improved their ability to respond swiftly to market changes.

CFO 52

CFO Cost Management Leverage Planning 52

PYMNTS

OCTOBER 15, 2020

Such numbers have impressed PayPal and other investors, who joined a $40 million Series B funding round that Extend announced on Thursday (Oct. Instead, the company can look up a receipt using a phone number or email address, and its claims bot (known as “Kaley”) handles 98 percent of claims in under 45 seconds.

Investments 133

Investments Manufacturing Data Analysis Sales 133

Future CFO

AUGUST 13, 2024

True enough, the Finance function now is not just about crunching the numbers and making use of data obtained from traditional work, as AI-powered risk management has been deemed a game-changing approach against identity theft and other fraudulent activities.

Risk Management 98

Risk Management Data Analysis Education Leverage 98

Centage

SEPTEMBER 14, 2021

Today’s business budgeting and financial planning solutions must provide business insight in real time and let budget owners and planners collaborate with confidence in numbers. It replaces static spreadsheets with a cloud-based financial tool that gives role-based access to data in real time. Change is here. Risk is real.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

Centage

OCTOBER 3, 2022

Excel is an easy-to-use platform for inputting numbers and getting results with simple formulas. 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.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Barry Ritholtz

JULY 7, 2024

Paxton, to her great credit (/sarc), apparently has sufficient smarts to understand that seasonally adjusted data should be the focus. The Globe, amazingly, cannot even sum a column of five small numbers. Newsom and his staff including Brandon, are picking numbers and months to serve Newsom’s own false narrative. Baby steps.

Math 135

Math Numbers Data Analysis Marketing 135

PYMNTS

SEPTEMBER 27, 2019

Data: 1,800: Number of Chipotle locations testing AI voice ordering. 21: Number of basis points by which Yapstone has seen fraud decline due to data analysis. 4: Number of years Devin Wenig led eBay. 18 months: Window of time in which AI-based fraud-fighting solutions pushed into the mainstream. $9:

Data Analysis 59

Data Analysis Invoicing Numbers Securities 59

Centage

APRIL 6, 2022

The plan must identify critical drivers to meet those goals, e.g. unit price, number of units sold, number of salespeople needed to meet that objective, along with marketing investments required to support the sales team and so on. Sensitivity Analysis. Number of variables. The numbers and/or the plan.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

MARCH 10, 2020

In an interview with PYMNTS, Matt Wilcox, senior vice president of payments innovation at Fiserv , said recent data points show that an increasing number of financial institutions (FIs) are determined to satisfy a real demand for real-time transactions.

B2C 92

B2C Education Data Analysis Risk Management 92

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%. That’s up nearly ten percentage points last quarter.

Prioritization 95

Prioritization Technology Leadership Data Analysis 95

Centage

AUGUST 15, 2022

If your data is less than pristine, it can have a significant trickle-down impact on your business and ultimately hurt your bottom line. By incorporating a driver-based approach, you empower your financial leaders to focus on the data that matters while ensuring the numbers you have are accurate.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

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

PYMNTS

OCTOBER 16, 2020

Fast-food giant McDonald’s was not interested in using AI or data analytics until it noticed that many of its competitors were benefiting from the technologies. This revelation prompted the company to launch several innovations, including digital menus that change based on real-time data analysis.

Leverage 109

Leverage Data Analysis Sales Securities 109

Musings on Markets

JANUARY 5, 2024

In pursuit of an answer to that question, I used company-specific data from Value Line, one of the earliest entrants into the investment data business, to compute an industry average. Aggregate operating numbers 3. Insider, CEO & Institutional holdings 2.

Valuation 105

Valuation Financial Analysis Analyzing Data Profit and Loss 105

CFO Talks

DECEMBER 5, 2024

I believed in the accounting route owing to my passion for numbers, coupled with my personality, and interest in working with people in general. Numbers can be unpacked to tell a story. Investing in technology (smart accounting and data analysis systems, etc.),

CFO 52

CFO Finance Accounting Communication 52

CFO News Room

JANUARY 7, 2023

Mean reversion : I am not a knee-jerk believer in mean reversion, but the tendency for numbers to move back towards averages is a strong one. That said, to use mean reversion in analysis or investing, you need to know what these averages are, either over time or across companies, and data can help in that pursuit. .

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

Barry Ritholtz

JUNE 9, 2024

Barry has written extensively about denominator blindness, i.e. throwing out a number without any context whatsoever. Well, the number is actually very close to the latter (1.470 million): So, 10k on 1.470 million is less than 1 percent — 0.68% to be exact. certain that the Journal got the number from BLS. But whatever.

Math 134

Math Numbers Data Analysis 134

Centage

MAY 23, 2022

Rolling budgets come with a number of advantages, including the ability to better predict outcomes and plan for where your company is headed. Fortunately, software tools can help minimize the time and resources required, helping companies get the data they need with less frustration. What’s a Rolling Forecast?

Forecasting 98

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

PYMNTS

DECEMBER 12, 2016

The total number of registered users in the most recent data analysis stood at 2 million individuals, Bloomberg said. Mobile payments across this platform went live only at the end of this past summer. Transactions across the UPI have ranged from peer-to-peer payments to bill payments.

Data Analysis 68

Data Analysis Currencies Banking Numbers 68

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: . Target setting for select business drivers.

Financial Planning and Analysis (FP&A) 88

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

PYMNTS

FEBRUARY 13, 2020

“Fortunately, advances in big data computation now allow us to actually do more with less, by allowing us to draw inferences from relevant data in ways that mitigate concerns associated with privacy,” she said. Theoretically – but not actually. . But, she added, a heavy lift is not necessarily impossible. “I

Securities 98

Securities Data Analysis Numbers Technology 98

VCFO

JULY 8, 2022

While each workplan analysis is performed independently, the team looks at the overlapping functions, processes, and deliverables to deliver a comprehensive assessment with cross-departmental recommendations. 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

PYMNTS

JANUARY 2, 2020

The largest accounting firms – EY, Deloitte, KPMG and PwC – are investing billions of dollars in artificial intelligence (AI) and data technology products to change the industry in new ways, according to a report by Bloomberg Tax. That means accountants will be expected to become business advisers, not just number checkers.

Data Analysis 71

Data Analysis Accounting Standards Auditing Invoicing 71

PYMNTS

NOVEMBER 4, 2016

According to a recent study from Visa, 79 percent of Polish mobile phone users have made a mobile payment in the last year, and research from Statista reports that the number of smartphone users in the European nation is on the rise. Cash share is expected to fall to 32 percent of the GDP by 2020.

Data Analysis 70

Data Analysis Numbers Banking Accounting 70

Barry Ritholtz

APRIL 12, 2023

prior month), the big number is not so big: 5.0% Over the last 12 months, the all items index increased 5.0 percent before seasonal adjustment. April 2023 ) As much as I want to jump up and down about 0.1% seasonally adjusted (after a 0.4% A 5 handle is a huge development, even with the core remaining slightly elevated.

Numbers 140

Numbers Data Analysis 140

Centage

MAY 3, 2022

Planning Maestro helps present financial performance data and business insights in reports that are professional and easy to understand. This transforms data into useful information that helps to accelerate business decisions.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

JULY 21, 2024

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. "Attracting and retaining qualified professionals with the right skillsets remains a challenge," he says.

Finance 104

Finance Accounting Principles Problem Solving Accounting 104

Future CFO

FEBRUARY 20, 2024

A recent whitepaper published by the Sustainable and Green Finance Institute (SGFIN) at the National University of Singapore sheds light on the growing demand for ESG data and the widespread use of aggregate ESG scores from a growing number of data providers.

Finance 98

Finance Profit and Loss Data Analysis Numbers 98

Global Finance

SEPTEMBER 9, 2024

That said, AI and ML systems answer corporate treasurers’ continuing need for better ways to extract meaning from the numbers. Real-time data processing allows for more agile responses to market changes and internal financial shifts,” says Blake.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

Barry Ritholtz

DECEMBER 8, 2023

That is a significant number to recall whenever people posit we either are in, or just were in, or are about to tumble into a recession. Hence, in the fullness of the data, 199k out of the net sum between ~4 millionish versus ~4 millionish out of a total of 157 million is more or less a rounding error. This is not a popular opinion.

Numbers 105

Numbers Accounting Data Analysis 105

Centage

OCTOBER 28, 2021

Working with accurate, complete data is incredibly important. Cash flow forecasting software can easily produce reporting on historical numbers to simplify this step and ensure you are working with all the pertinent information. #3. But don’t rely only on spreadsheets alone to get the job done.

Cash Flow Forecasting 90

Cash Flow Forecasting Forecasting Budgeting Data Analysis 90

Centage

SEPTEMBER 20, 2022

Increase communication across the company to keep your FP&A process nimble A record number of businesses began operating remotely during the pandemic, and many continue to do so today out of either convenience or necessity. Make adjustments as information comes in or adjust goals over the long term to better reflect the changing reality.

Financial Planning and Analysis (FP&A) 98

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

Centage

JUNE 7, 2022

Master the Art of Analytics Of course, input is always better received when there’s data behind it. As a CFO, you can better achieve your goals by focusing on numbers and analytics. Before sitting down with CEOs and other decision makers, do your homework to ensure you have the data to back up your recommendations.

CFO 97

CFO Forecasting Data Analysis Budgeting 97

Centage

SEPTEMBER 6, 2022

Excel does not have audit trail capabilities, so it is difficult to prevent fraud as numbers, and other financial data can easily be changed by any user. Without separation of duties or an audit that can track who has had access to the data, fraud can occur.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

PYMNTS

SEPTEMBER 26, 2019

Depending on the house and property, and the number of people involved, such rentals can be pretty pricey, potentially deterring some buyers when faced with the actual costs during their online and marketplace searches. Indeed, Villante told Webster that fraud rates have dropped from 25 basis points to four because of data analysis.

B2B 87

B2B Data Analysis Marketing Sales 87

Centage

NOVEMBER 9, 2021

Finance professionals must now consider new office related expenses, headcount attrition and additions tied to an increasingly number of remote working opportunities, a new headcount landscape with more candidates for new roles but also new opportunities for existing staff and the overall complexities of navigating a remote/hybrid workforce.

Planning 93

Planning Financial Planning and Analysis (FP&A) Budgeting Forecasting 93

Barry Ritholtz

JUNE 6, 2024

And two-thirds say the number of restaurants in their area has rebounded from pre-pandemic levels, according to Axios. Innumeracy is rampant in our culture; partisans are willing to misuse/abuse economic data to manipulate and mislead their audience s. I am skeptical of the full-year projections — 5.4%

Economics 25

Economics Sales Marketing Numbers 25