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

CFO Plans

OCTOBER 4, 2024

By embracing accounting automation for startups , tech companies ensure their financial data is always on point, setting the stage for sharp decision-making. Efficient bookkeeping, paired with budgeting and forecasting for growth , equips tech companies to map out their financial journeys with confidence.

Management Consulting 52

Management Consulting Risk Management CFO Startups 52

Future CFO

AUGUST 23, 2019

The days of manual, spreadsheet-based budgeting, planning and forecasting processes are numbered.

Forecasting 52

Forecasting Budgeting Planning Financial Data 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. No coding is required.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

CFO Talks

SEPTEMBER 28, 2024

Translating Financial Performance into Tangible Results: A CFO’s Guide In the dynamic world of finance, one of the greatest challenges for CFOs is translating financial performance into tangible results. Understand the Story Behind the Numbers Numbers tell a story, and as a CFO, you’re the storyteller.

Communication 98

Communication CFO Numbers Leverage 98

The Finance Weekly

SEPTEMBER 22, 2024

Essential Strategies for Improving Your Budget Forecast Delivering a compelling budget forecast presentation can significantly impact how stakeholders perceive your financial insights. Different stakeholders have varying levels of financial expertise, and their priorities will differ.

Budgeting 52

Budgeting Forecasting Compliance Economics 52

PYMNTS

FEBRUARY 14, 2017

Whatever they use, he said, these companies need the ability to manage and forecast their cash, and they do so in a very different way than other businesses. Before SaaS took off as a cloud-based, subscription industry, software companies really struggled to make accurate financial forecasts, he noted.

Financial Data 53

Financial Data Forecasting B2B Auditing 53

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. Enhance Agility with Continuous Forecasting and Performance Monitoring Static budgets are not sufficient in today’s business world.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

Centage

SEPTEMBER 13, 2022

During turbulent times, your business can forecast and do scenario planning for the future with our forecasting and scenario planning tools at Centage. What Is Financial Forecasting? These trends can tell you more about what your business’s financial status may be in the future.

Financial Planning and Analysis (FP&A) 98

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

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. Enhance Agility with Continuous Forecasting and Performance Monitoring Static budgets are not sufficient in today’s business world.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

Future CFO

APRIL 3, 2023

Leveraging data to offer informed decisions Going beyond RPA, the shift to the cloud and vast amounts of data now available means CFOs have an opportunity and expectation to broaden their focus to not only improve the bottom line, but to also contribute to the top line by leveraging data to provide actionable business insights.

Finance 96

Finance Forecasting CFO Leverage 96

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. Compounded over many rows, even a simple mistake can lead to faulty financial data. Change is here.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

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 Leadership

JANUARY 5, 2024

Businesses can use it to generate product descriptions, performance goals with employee-specific target metrics, and narrative reporting to accompany financial data. Perhaps one of the most significant shifts worth noting is the growing number of e-invoicing mandates globally.

CFO 97

CFO Invoicing Leadership Cash Management 97

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. With its widespread use, some businesses may see Excel as their only solution for corporate financial planning.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

PYMNTS

JULY 5, 2017

For a chief financial officer (CFO), having technology — from ERP systems to cloud accounting and cash forecasting tools — has become paramount when deploying a successful growth strategy. But Born said the human element is the key that’s often missing in these innovations to corporate financial reporting.

Financial Data 52

Financial Data Auditing Financial Reporting CFO 52

Planful

MARCH 24, 2016

Traditional spreadsheet-based budgeting and forecasting has numerous limitations and is often prone to error. Planning, Budgeting and Forecasting with Enterprise Performance Management (EPM). EPM software can improve the efficiency of the process, while minimizing errors and increasing the accuracy of forecasts.

Forecasting 40

Forecasting Budgeting Planning Accounting 40

Future CFO

MAY 23, 2024

According to a press release, the state-of-the-art AI functionality in CCH® Tagetik Intelligent Platform empowers finance professionals to democratise access to meaningful financial data, manage and control massive datasets with unprecedented speed and automation, unlock hidden insights, and improve and expedite decision making.

Finance 52

Finance Reconciliations Forecasting Financial Data 52

Future CFO

NOVEMBER 8, 2023

Data presented as trends and patterns The best CFOs don't just provide accurate data for your review. They present data in formats that bring meaning to the numbers. Instead of a slew of spreadsheets, they present data in pictures and trending lines so you see how your business is doing.

CFO 52

CFO Strategic Planning Forecasting Planning 52

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Forecasting is the practice of making regular predictions about the company’s expected future results based on the past and present data as well as on the anticipated future events.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

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. 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

Planful

MARCH 16, 2016

This makes it difficult for companies to have confidence in their financial forecasts and models, resulting in a weakened ability to inform business decisions. The cloud also makes it easy to integrate operational and financial data, which increases accuracy and ensures forecasts are aligned with company goals.

Forecasting 40

Forecasting Financial Data Financial Modeling Budgeting 40

Centage

SEPTEMBER 13, 2022

During turbulent times, your business can forecast and do scenario planning for the future with our forecasting and scenario planning tools at Centage. What Is Financial Forecasting? These trends can tell you more about what your business’s financial status may be in the future. Financial Statements.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

https://trustedcfosolutions.com/feed/

FEBRUARY 18, 2022

It used to be the domain of a relatively small number of wealthy families. As families continue to increase their wealth, family offices continue to grow and need to be able to organize and centralize the family’s business and personal financial affairs. Family offices are growing in popularity.

GAAP 116

GAAP IFRS Compliance Forecasting 116

Lime Light

OCTOBER 20, 2022

Organizations that are using NetSuite, however, can often find themselves resorting to manual and tedious methods when it comes to financial planning, forecasting revenue, and analyzing financial data. Here are a few common issues: Versioning issues : “Opex Budget Template Version 7 final”. Does that sound familiar?

Budgeting 52

Budgeting Analyzing Data Auditing Financial Data 52

Centage

JULY 25, 2023

Risk of Errors with Excel Spreadsheets The risk of errors is one of the greatest challenges that businesses face when using Excel spreadsheets for budgeting and financial forecasting. To maintain multiple spreadsheets, you will be required to perform manual data entry. Otherwise, you risk sharing incorrect financial data.

Budgeting 98

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

CFO Talks

AUGUST 15, 2024

Futuristic Finance: Strategic Thinking for Tomorrow’s CFO In an era where rapid technological advancements and global economic shifts are the norm, Chief Financial Officers (CFOs) are not just financial stewards but strategic visionaries. This capability is crucial for accurate forecasting and strategic decision-making.

CFO 52

CFO Finance Problem Solving Budgeting 52

Centage

DECEMBER 7, 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 more robust and streamlined budgeting capabilities. Key Priorities & Requirements for Finance in 2023. Seamless Integration.

Budgeting 98

Budgeting Planning Forecasting GAAP 98

Centage

DECEMBER 15, 2022

They need visual representations of multiple datasets layered on top of one another so that business managers can drill down to understand the results behind the numbers. This is why the most savvy companies have modernized their budgeting, forecasting and financial reporting processes by implementing a modern FP&A solution.

Financial Reporting 98

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

Centage

JUNE 7, 2022

Keep reading for best practices for impressing owners and employees alike as a new chief financial officer. Marry Finance With Strategy It’s not enough to provide accurate financial data. Master the Art of Analytics Of course, input is always better received when there’s data behind it.

CFO 97

CFO Forecasting Budgeting Data Analysis 97

The CFO College

AUGUST 31, 2021

Using a rolling cash forecast is a value-add service you can provide to assist in cash forecasting. A rolling cash forecast will normally look forward 6 or 9 months, and each month the oldest month is removed and a new month added. The rolling cash forecast is one of many CFO-level skills we teach in our program.

Startups 81

Startups Accounting General Ledger Forecasting 81

CFO Leadership

JANUARY 25, 2024

Businesses can use it to generate product descriptions, performance goals with employee-specific target metrics, and narrative reporting to accompany financial data. Perhaps one of the most significant shifts worth noting is the growing number of e-invoicing mandates globally.

CFO 52

CFO Invoicing Cash Management Forecasting 52

CFO Leadership

JANUARY 8, 2024

Businesses can use it to generate product descriptions, performance goals with employee-specific target metrics, and narrative reporting to accompany financial data. Perhaps one of the most significant shifts worth noting is the growing number of e-invoicing mandates globally.

CFO 52

CFO Invoicing Leadership Cash Management 52

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. So, why are so many companies relying on them to handle their financial needs? Forecasting. Spotting trends. Lack of Security Features.

Securities 52

Securities Cash Flow Forecasting Budgeting Forecasting 52

The Finance Weekly

MAY 29, 2024

As the FP&A software industry explodes, more and more businesses are looking for tools to help them budget, forecast, and automate their data. The natively integrated artificial intelligence engine within Planful Predict checks for errors, identifies patterns, and offers intelligent forecast recommendations.

Financial Planning and Analysis (FP&A) 52

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

KG Virtual CFO

OCTOBER 12, 2020

Pay Attention to New Numbers Chances are, your business has been impacted by the coronavirus in some shape or form. If your cash flow wasn’t negatively impacted by the ripple effects of COVID-19, you should still consider taking a look at your numbers to ensure your spending won’t exceed your income.

Budgeting 52

Budgeting Cash Flow Forecasting Prioritization Forecasting 52

The Finance Weekly

FEBRUARY 20, 2022

Understanding your company's current financial health and assessing the strength of your cash position is crucial. Cash flow forecasting provides you that much-needed knowledge and is the most efficient approach to begin future-proofing your company for the coming year. It's impossible to manage your cash flow in a vacuum.

Financial Planning and Analysis (FP&A) 52

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