Future CFO

MARCH 27, 2025

"Over the last several years, technologies like Robotic Process Automation and Intelligent Document Processing have streamlined invoice processing, expense management, and reconciliation tasks, resulting in reducing errors and freeing up finance professionals to focus on strategic decision support rather than administrative work," he says.

Compliance 52

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

CFO Leadership

OCTOBER 10, 2023

Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

CFO Share

MARCH 14, 2022

A Quality of Earning report, also called a QOE or QofE report, helps investors understand the historic earnings and forward-looking performance of the business through rigorous financial analysis. Analysis of inventory reserves and allowances. Reviews of account reconciliations, account aging, and composition.

Auditing 52

Auditing GAAP Accounting Principles Profit and Loss 52

Spreadym

JULY 10, 2023

Here are the typical steps involved in the financial close process: Pre-Close Activities: This phase involves preliminary activities to prepare for the close process, such as reviewing account reconciliations, ensuring the completeness of transactions, and resolving any outstanding issues or discrepancies.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 20, 2024

Financial Analysis: The CFO decides what financial analysis to do to improve the business and shares these insights with other department heads. The completion of bank reconciliations and management reports falls under the Controller’s purview, who also prepares and issues financial statements.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

The Finance Weekly

APRIL 5, 2022

The impact of data driven financial analysis goes well beyond its traditional role of budgeting and forecasting, and has the potential to contribute greatly as a forward thinking department for real-time decision making. For finance teams this is more true than ever, and the recent market volatility has exasperated this issue.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

SEPTEMBER 24, 2024

Empowering Small Businesses with Remote Financial Management Services Remote financial management services allow small businesses to manage their finances from a distance. These services encompass everything from bookkeeping and payroll to tax preparation and financial analysis.

CFO 52

CFO Startups Tax Planning Accounting 52

Finvisage

DECEMBER 31, 2019

Risk of Illicit financial activities seen at Patisserie Valerie could have been mitigated with our Treasury Management System. Manipulating accounting figures in decentralized and error prone spreadsheets is straightforward where reconciliation is time consuming.

Reconciliations 52

Reconciliations Accounting Financial Analysis Construction 52

The Finance Weekly

JANUARY 22, 2024

These degree programs include coursework that helps students develop analytical skills and learn financial analysis methods and software. Certified Treasury Professional (CTP) This certification highlights expertise in treasury management, showcasing proficiency in cash processing, reconciliation, and financial statement analysis.

CFO 52

CFO Education Communication Risk Management 52

Adam Kae

MAY 30, 2023

Seamlessly Track and Manage Expenses Expense management is a critical aspect of financial health for any business. Manual expense tracking and reconciliation are prone to errors, not to mention the countless hours wasted in paperwork. Reach out for your complimentary consultation today with CFO Adam.

Marketing 52

Marketing Invoicing CFO Reconciliations 52