Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

JANUARY 22, 2024

Modern accounting software integrates seamlessly with diverse financial systems, automating tasks such as data entry, bank reconciliation, and invoice processing. Real-time Data Insights The advent of cloud-based accounting solutions has turned real-time financial data availability into a reality for businesses of all sizes.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

VCFO

MAY 17, 2024

v360 goes beyond traditional financial analysis and simple snapshots. Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

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

Musings on Markets

JANUARY 11, 2024

If you really don't understand the difference between operating earnings and net income, or know what accounting balance sheets can (and cannot) measure, you will have trouble doing any type of corporate financial analysis or valuation.

Corporate Finance 131

Corporate Finance Valuation Finance Investments 131

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting.

Finance 98

Finance CFO Forecasting Leadership 98

CFO Plans

SEPTEMBER 24, 2024

Cloud-Based Accounting Solutions for Startups Virtual CFOs leverage advanced cloud-based accounting solutions to streamline financial operations. These platforms provide real-time access to financial data, enabling startups to make informed decisions swiftly.

Startups 52

Startups CFO Financial Analysis Budgeting 52

The Finance Weekly

OCTOBER 30, 2024

Here’s what modern cash management systems typically offer: Real-Time Bank Account Integration - The ability to link various bank accounts into a single platform allows businesses to view all their financial data in one place, reducing manual work and improving accuracy.

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

Centage

JANUARY 17, 2023

If, on the other hand, the office of finance has access to reporting and analytics tools with their accounting software that collates financial data from across the business, the financial analysis of the reasons for a positive or negative variance becomes clearer.

Financial Planning and Analysis (FP&A) 98

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

Musings on Markets

DECEMBER 11, 2024

The class is structured around the three financial statements that embody financial reporting - the income statement, balance sheet and statement of cash flows - and how the categorization (and miscategorization) of expenses into operating, financing and capital expenses plays out in these statements.

Valuation 91

Valuation Corporate Finance Finance Investments 91

Spreadym

JUNE 13, 2023

By using the chart of accounts, organizations can ensure that financial information is recorded in a logical and structured manner, facilitating efficient bookkeeping, financial analysis, and compliance with accounting standards and regulations. It provides a standardized structure for aggregating and summarizing financial data.

Accounting 52

Accounting Financial Analysis Compliance Benchmarking 52

Centage

SEPTEMBER 11, 2023

Gather the Data. Collect your company’s financial data, including the budgeted and the actual figures for the same timeframe. How to Calculate Budget vs Actuals Variances Understanding how to calculate budget vs actuals variances is simple. We’ve laid the step-by-step process out below.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

PYMNTS

FEBRUARY 27, 2018

Of course, at the heart of this advancement is increased access to detailed financial data, but it’s not easy for everyone. Small businesses (SMBs) in particular can have trouble not only gaining access to their financial data, but also making sense of it. where regulators aren’t forcing data sharing. In the U.S.,

Cash Flow Forecasting 40

Cash Flow Forecasting B2B Forecasting Financial Data 40

PYMNTS

DECEMBER 19, 2019

Furthermore, accountants request monthly bank statements and other financial documents from their small business clients to analyze that information and provide feedback. However, running a small business is often a 24/7 year-round job, often having questions on a Saturday morning or needing financial analysis in real time.

Accounting 53

Accounting Finance Accounting Firms Benchmarking 53

Finvisage

DECEMBER 31, 2019

Our monitoring system would have recorded financial alteration sources there and then giving Patisserie Valerie an opportunity to take corrective measures internally without getting their stock taking a big hit due to public release. Samsung Electronics’ unsecured financial data was shredded due to inadequate security measures.

Reconciliations 52

Reconciliations Accounting Financial Analysis Construction 52

CFO Plans

SEPTEMBER 24, 2024

These platforms offer real-time financial reporting, automated accounting services, and seamless integration with other business tools. With cloud-based solutions, small businesses can access their financial data from anywhere, at any time, ensuring they stay on top of their financial health.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Plans

JUNE 27, 2024

Virtual accounting firms utilize these platforms to provide real-time access to financial data, streamline processes, and enhance collaboration. A manufacturing company improved its financial visibility and decision-making speed by adopting cloud-based accounting software through an outsourced provider.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 52

Spreadym

JULY 21, 2023

Key components of digital transformation in finance include: Automation and Artificial Intelligence (AI) : Implementing AI algorithms and robotic process automation (RPA) to streamline repetitive tasks, such as data entry, customer support, and fraud detection, leading to reduced costs and increased accuracy.

Finance 52

Finance Prioritization Compliance Leverage 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

The Charity CFO

AUGUST 27, 2024

Using technology, for example, can make it easy to track metrics and spot trends in your financial data. You can also work with a trusted nonprofit accounting team like the Charity CFO for in-depth financial analysis.

Nonprofit 52

Nonprofit Budgeting CFO Financial Analysis 52

Adam Kae

MAY 30, 2023

Make Data-Driven Decisions with Real-Time Reporting Data is the fuel that drives successful digital marketing campaigns, and the same holds true for financial decision-making. By embracing financial automation, we gain access to real-time financial data, enabling us to make informed decisions swiftly.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

Spreadym

JULY 10, 2023

Reporting and Analytics Tools: Reporting and analytics tools, such as Tableau, Power BI, and QlikView, enable organizations to generate meaningful financial reports and perform in-depth analysis of financial data. This ensures transparency, enhances data integrity, and facilitates compliance with regulatory requirements.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

The Finance Weekly

DECEMBER 30, 2021

Based on the results of a number of successful transformation programs, a likely successful digital transformation journey can be outlined by adhering to three practical steps taken by a business: Financial analysis and planning systems’ review. Preparing the information and the data supporting transformation needs.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

Spreadym

AUGUST 8, 2023

Operating budgets are essential for guiding financial decisions and ensuring that an organization operates within its means. They are typically created by considering historical financial data, market trends, input from various departments, and managerial judgment.

Budgeting 52

Budgeting Prioritization Profit and Loss Construction 52

Spreadym

JUNE 6, 2023

This evaluation helps in monitoring performance, identifying deviations, and taking corrective actions to achieve financial goals. Financial forecasting relies on historical financial data, market trends, economic indicators, industry analysis, and assumptions about future conditions.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Future CFO

OCTOBER 20, 2021

WD: As a CFO — besides traditional finance tasks such as bookkeeping, reporting and compliance — I am also responsible for optimising the company’s financial performance and driving the direction and success of the organisation by using financial knowledge and understanding of the company's business model while managing risks with all stakeholders.

CFO 52

CFO Leadership Finance Problem Solving 52

CFO News Room

JANUARY 24, 2023

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. Whatever you do, and this is general advice, never use data from an external source (including mine), if you do not understand how the data is computed.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Musings on Markets

JANUARY 8, 2022

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. Whatever you do, and this is general advice, never use data from an external source (including mine), if you do not understand how the data is computed.

Valuation 93

Valuation Corporate Finance Currencies Finance 93

Future CFO

FEBRUARY 3, 2021

Only 30% of F&A professionals and business leaders in Singapore are confident that the financial data used for financial analysis and forecasting is accurate, said BlackLine which recently released results of a survey. .

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Financial Analysis Financial Data 40