The Finance Weekly

FEBRUARY 26, 2025

With global economies bracing for uncertainty in 2025 , financial teams are under pressure to adapt faster than ever. Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies. Who Its Meant For?

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

FEBRUARY 26, 2025

Implement driver-based forecasting that links operational metrics to financial outcomes. Ensure FP&A leaders participate in performance reviews, business health assessments, and financial insights to enable more informed decision-making. Learn how leveraging financial analytics improves decision-making 3.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

Global Finance

DECEMBER 26, 2024

With FX risk management, adaptability is critical because every company has its own risk profile shaped by its market, currencies, and business model. GTreasurys modular architecture allows treasurers to focus on what matters most: building a strategy that adapts to market changes without unnecessary complexity.

Treasury 59

Treasury Risk Management Currencies SAP 59

Collectiv

JANUARY 24, 2025

For example, automate a variance analysis report or create a simple budget forecasting dashboard to save time and improve accuracy. Centralize Financial Data Data silos are the enemy of efficiency. This is particularly valuable for creating unified plans and reports based on consistent data.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

CFO Talks

FEBRUARY 5, 2025

Whether its the sales team, marketing department, or operations unit, having a clear budget ensures that each area of the business runs smoothly and efficiently. Understanding Business Unit Budgets A business unit budget is like a financial roadmap. Businesses should also consider market trendsare prices going up?

Budgeting 52

Budgeting SAP Financial Data Planning 52

CFO Plans

SEPTEMBER 24, 2024

In the fast-paced world of small business, precise financial forecasting is not merely advantageous—it’s essential. This startling statistic underscores the critical importance of accurate financial forecasting. Analyze Market Trends: Stay updated on market conditions and industry trends.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

CFO Talks

NOVEMBER 27, 2024

Whether it’s market disruptions, new regulations, global events, or unexpected crises, Chief Financial Officers (CFOs) are often the ones steering the ship through stormy seas. Review existing data: Look at your company’s historical trends, current financial data, and market research.

CFO 52

CFO Budgeting Forecasting Communication 52

The Finance Weekly

JANUARY 5, 2025

With over 200 integrations (think ERP and CRM systems), its built to streamline financial data management, budgeting, forecasting, and more. Real-time data consolidation and anomaly detection. Robust automation for budgeting and forecasting. Automated dashboards and custom reports. Pros Native Excel integration.

Finance 52

Finance Budgeting Financial Data Forecasting 52

PYMNTS

JANUARY 13, 2021

At the start of 2020, chief financial officers and their finance teams were going about business as normal, developing forecasts on a yearly or periodic basis. Forecasting has always been a critical workflow for organizations, a strategy to guide growth trajectories and chart progress toward the goals of the enterprise.

Forecasting 56

Forecasting Cash Flow Forecasting Financial Data Finance 56

Jedox Finance

SEPTEMBER 29, 2021

Those are all good approaches, but SPM must be holistic and combine those approaches and offer better planning, forecasting, and control of different stages of sales processes. Without a unified approach, SPM systems may not be able to provide full insights, and the monitoring and on-going forecasting will be more challenging.

Financial Planning and Analysis (FP&A) 124

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

PYMNTS

DECEMBER 14, 2020

Amid market volatility, organizations are finding it imperative to accelerate their accounts receivables while extending accounts payables and still maintaining positive buyer-supplier relationships. Most of the companies I talk to in the middle market will use one of the big ERPs and invariably pull the data into Excel.

Accounts Payable 123

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 123

Spreadym

SEPTEMBER 19, 2023

Budgeting and forecasting in business are both financial planning tools used by businesses, but they serve different purposes and have distinct characteristics. Here's an overview of the key differences between budgeting and forecasting. They are meant to provide a current and dynamic view of expected financial performance.

Forecasting 59

Forecasting Budgeting Cash Flow Forecasting Benchmarking 59

CFO Talks

OCTOBER 23, 2024

Forecasting Tools, choosing the Right Fit for Your Business As a CFO, you know that forecasting is crucial to business success. Whether you’re anticipating future cash flows, preparing for market shifts, or managing your company’s resources, having the right forecasting tool can make all the difference.

Forecasting 52

Forecasting Cash Flow Forecasting CFO Financial Data 52

PYMNTS

FEBRUARY 14, 2017

million in funding last year, helps SaaS companies manage operations by providing financial management, auditing and reporting, analytics and other back-office services. Earlier this month, the firm announced that its analytics tool will be available via open API to other software platforms servicing this market.

Financial Data 53

Financial Data Forecasting B2B Auditing 53

Simply Treasury

JUNE 3, 2021

Major priorities over the next one to two years: We are not surprised that Cash-Flow Forecasting comes out on top when the COVID crisis has been hitting us for the past year. The uncertainties surrounding the economy explain the difficulty in producing reliable and accurate forecasts. Next comes the use of very promising API’s (i.e.,

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

CFO Talks

FEBRUARY 20, 2025

The real value lies not in reporting the past but in questioning, interpreting, and challenging financial data to drive better decisions for the future. Financial reports are produced the same way they have always been. Financial professionals must develop strong analytical skills to extract meaningful insights from data.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

Collectiv

AUGUST 18, 2022

To succeed in a highly competitive business landscape, enterprises need a robust financial planning and forecasting strategy. Why Planning and Forecasting are Critical for Enterprises. Financial planning and forecasting go far beyond just day-to-day budgeting. You don’t have the right team in place.

Financial Planning and Analysis (FP&A) 52

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

Centage

JULY 26, 2022

To survive and thrive in the current corporate environment, you need to have more financial data than the competition. The goal is to gather the necessary information to forecast your cash flow quickly, correctly, and frequently. However, you can also create a cash flow forecast that covers weeks or months.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Budgeting Data Analysis 52

Future CFO

JUNE 24, 2024

The basic concepts I always hold on to when it comes to financial statement analysis are as follows: The financial statements should tell the story of the period. The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends. Yes and No. No coding is required.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

Future CFO

FEBRUARY 15, 2021

According to Terry Smagh , senior vice president & general manager, Asia Pacific & Japan, BlackLine, the company undertook the study is to understand and recognise the critical role that financial data plays in informing businesses about strategy and continuity, the poor visibility if any, and the lack of real-time access to data.

Financial Data 52

Financial Data Finance Benchmarking CFO 52

CFO Share

MARCH 23, 2021

A rolling 12-month forecast projects financial performance over a 12-month time horizon using the “add/drop” approach to forecasting. Unlike a budget or calendar year forecast, a rolling 12-month forecast adds one month to the forecast period each time a month is closed so that you are continuously forecasting for 12 months.

Forecasting 52

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

Centage

SEPTEMBER 13, 2022

With this information, you can make critical strategic decisions, such as how much to spend on a major marketing campaign or whether to expand into a new market. During turbulent times, your business can forecast and do scenario planning for the future with our forecasting and scenario planning tools at Centage.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

CFO Talks

JANUARY 8, 2025

If someone struggles with presenting financial data, offer tips, resources, or even a mentor to help them improve. For example, working with marketing on campaign budgeting can teach them how finance impacts other areas of the business. Constructive feedback is equally important.

Finance 52

Finance Budgeting Problem Solving Accounts Payable 52

The Finance Weekly

MAY 25, 2022

Planning, Budgeting, Forecasting. A company’s plan, budget, and forecast are usually talked about all together, whether it be in the boardroom, in a company goal-setting sheet, or in general talk about FP&A. Finance leaders and executives build teams and make decisions based on the financial data and the goals that result from it.

Forecasting 52

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

PYMNTS

DECEMBER 29, 2020

Consumer Bank Chief Digital Officer Mike Naggar said the FI aims to provide customers "a choice, convenience and control of their financial data. WEX Talks Bank Partnerships To Advance B2B Payments. The company is focusing on users that may be underbanked, lacking traditional bank accounts.

Cash Flow Forecasting 123

Cash Flow Forecasting B2B Startups Financial Data 123

Future CFO

MARCH 3, 2025

Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. The ability to analyse data, identify insights, and communicate those insights effectively is highly valued. The finance function is undergoing a seismic shift.

Finance 69

Finance Communication Leadership Profit and Loss 69

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

Spreadym

JUNE 6, 2023

Financial forecasting refers to the process of estimating or predicting future financial outcomes and performance based on historical data, trends, and assumptions. Financial forecasting is a critical aspect of financial planning and decision-making for businesses, organizations, and individuals.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

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

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 Forecasting 130

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

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

FEBRUARY 2, 2025

Given that Asia has varying levels of technological readiness, Cheah suggests that finance heads look into the following: Diverse Digital Maturity: While tech-savvy markets are leading the way in AI adoption, many emerging APAC economies, still grapple with outdated systems, multiple systems and limited digital infrastructure.

Accounts Payable 52

Accounts Payable Accounting Invoicing CFO 52

Navigator SAP

FEBRUARY 17, 2022

Adding ERP in finance departments is very popular for good reason, as the system consolidates financial data automatically and generates reports quickly and simply, regardless of file type and without any need to crosscheck and rekey data. Manufacturing ERP is designed to optimize efficiency in quality and compliance.

SAP 130

SAP Invoicing Manufacturing Compliance 130

CFO Thought Leader

FEBRUARY 24, 2025

Sitting in late-night calls, Koefoed listened to DataSenses University of Michigantrained engineers describe predictive models that could charge up OneStreams demand forecasting. You have to explain to investors why (those investments are) so important, what the market opportunity is, and how your product-market fit is unique.

CFO 40

CFO Forecasting Startups Investments 40

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. we may need to integrate the financial data with data from the CRM.

Data Analysis 89

Data Analysis Forecasting Analyzing Data Budgeting 89