PYMNTS

JANUARY 8, 2021

And thanks to several nine-figure investment deals, BaaS, expense management, payroll and B2B eCommerce are now in the spotlight. With the funding, Yesler plans to invest in its marketing and engineering teams. Backers zeroed-in on a range of industries, including SMB banking and lending. Zerone Microsystems Private Limited.

B2B 81

B2B Investments eCommerce Startups 81

Future CFO

FEBRUARY 14, 2025

New research from global data and cloud solutions company Hitachi Vantara found that while Asia is outpacing the world in AI adoption, poor data quality and security risks threaten to stall progress. According to him, strict access controls and encryption methods also play a crucial role in protecting sensitive financial information.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

The Finance Weekly

FEBRUARY 23, 2025

Financial tracking also helps adjust investments, such as identifying underperforming products and reallocating resources accordingly. Improve steps by doing this: Monitor real-time financial performance to stay on track. Budget approval ensures financial stability, prevents unnecessary expenses, and keeps projects on schedule.

Financial Planning and Analysis (FP&A) 52

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

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

Future CFO

MARCH 3, 2025

This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. The ability to analyse data, identify insights, and communicate those insights effectively is highly valued.

Finance 69

Finance Communication Leadership Profit and Loss 69

Future CFO

DECEMBER 4, 2024

Wong says the ability to connect financial insights to the broader business landscape is crucial. “A A great finance leader sees the bigger picture, understanding how financial data aligns with organisational goals and drives growth. “I believe impactful leaders empower others to grow, creating strong, capable teams.”

Finance 98

Finance Leadership Problem Solving Benchmarking 98

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. Personalized financial recommendations. Higher initial investment. Data Privacy Concerns : Handling sensitive financial data requires robust security protocols.

Finance 52

Finance Budgeting Financial Data Forecasting 52

E78 Partners

DECEMBER 12, 2024

By integrating tools for data-driven decision-making, operational automation, and portfolio management, E78 enables private equity firms to optimize every phase of the investment lifecycle. This strategic use of Analytics and AI extends beyond the deal phase.

Technology 52

Technology Compliance Leverage Valuation 52

PYMNTS

JUNE 3, 2020

PayPal has re-upped its stake in Tink with an investment of an undisclosed size that was part of a previously announced 90 million euro funding round. PayPal’s first investment in Tink , which enables FinTechs to access customers’ financial data, was in June 2019 and totaled $11.2

Investments 53

Investments Banking Financial Data Accounting 53

The Finance Weekly

OCTOBER 30, 2024

It’s really a strategy for handling the money coming in and going out of an organization, making sure there’s enough liquidity to pay bills, invest, and handle any unexpected expenses. Effective cash management is a cornerstone of financial health for businesses of all sizes. Why Do Businesses Need Cash Management Solutions?

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

PYMNTS

SEPTEMBER 16, 2019

16) that it has received strategic investments from Mastercard and Visa. The investments were part of a previously disclosed $250 million Series C funding round that took place last year. Visa’s investment in Plaid is the latest way we are bringing the global scale, brand, security and reliability of Visa to the FinTech community.”.

Investments 56

Investments Valuation Financial Systems Financial Data 56

The Finance Weekly

FEBRUARY 26, 2025

Key capabilities include: Scenario Planning Compare various financial scenarios to assess business impact. Investment Planning Evaluate potential investments through dynamic modeling. Data Visualization and Reporting Prophix simplifies financial reporting with intuitive dashboards and customizable reports.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

FEBRUARY 5, 2025

This isnt always easy, but looking at past financial data and market trends can help create more accurate estimates. Steps to Creating a Budget That Works Creating an accurate budget starts with looking at past financial records.

Budgeting 52

Budgeting SAP Financial Data Planning 52

Barry Ritholtz

JUNE 17, 2024

A quick break from book authorship to share a fascinating set of data and charts, via Sam Ro. In his weekly missive, Sam points to some amazing charts from Global Financial Data. They are based on historical data that looks at 200 Years of Market Concentration. You might be surprised at the findings.

Concentration 126

Concentration Marketing Financial Data Economics 126

CFO Talks

JANUARY 8, 2025

For example, if your organisation is moving toward advanced data-driven decision-making, some team members may need training in data analytics or visualisation tools. Invest in Learning and Development Continuous learning is the backbone of growth. It requires you to invest time, energy, and resources into their development.

Finance 52

Finance Budgeting Problem Solving Accounts Payable 52

E78 Partners

FEBRUARY 26, 2025

Overextended FP&A leaders with tactical burdens The Challenge: FP&A leaders often spend excessive time on manual data aggregation and spreadsheet maintenance, limiting their ability to provide strategic financial insights. Solution: Invest in automation tools to streamline reporting and free up FP&A capacity.

Financial Planning and Analysis (FP&A) 59

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

CFO Talks

FEBRUARY 25, 2025

IFRS helps businesses gain investor trust by ensuring that their financial statements follow a globally recognised and respected standard. If an investor in Japan wants to invest in a UK-based firm, IFRS compliance reassures them that they can trust the numbers in the financial statements.

IFRS 52

IFRS Financial Reporting Compliance Accounting Standards 52

The Charity CFO

MARCH 13, 2025

Keep Every Receipt, No Exceptions Whether its a small office supply purchase or a major equipment investment, maintain records of every expense. Maintain Detailed Financial Reporting Your nonprofits accounting system should allow you to generate detailed reports on every dollar spent.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

Future CFO

APRIL 15, 2021

Have you ever wondered if your finance function is over-investing in new analytics tools? This means many finance organizations risk investing in analytics that is already being utilised within the business, Gartner noted. The post CFOs: Finance functions risk over-investment in new analytics appeared first on FutureCFO.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Investments Auditing 52

CFO Talks

NOVEMBER 27, 2024

Review existing data: Look at your company’s historical trends, current financial data, and market research. Even if the data isn’t perfect, it can give you a starting point. If you’re uncertain about future sales, you could delay large investments until more information is available. What information is missing?

CFO 52

CFO Budgeting Forecasting Communication 52

CFO News Room

DECEMBER 2, 2022

Up until then, there had been no external investment and the organic growth had been steady but slow and achieved by hard graft. There was a realisation that if you wanted to change that growth trajectory, you needed external investment in order to invest in engineering, sales and marketing and so on,” says Frances.

Technology 130

Technology CFO Benchmarking Numbers 130

CFO Talks

FEBRUARY 12, 2025

Identify financial risks before they become major issues. Make informed investment and operational decisions. Without a proper forecast, businesses risk overspending, running out of cash, or making poor financial decisions that can harm long-term growth. Ensure that financial data is shared across departments.

Forecasting 52

Forecasting Budgeting Economics Planning 52

https://trustedcfosolutions.com/feed/

FEBRUARY 18, 2022

Financial governance allows your organization to meet compliance requirements, such as IFRS and GAAP updates, by having the right financial controls in place. Proper control allows your office to collect, calculate, and present financial data according to regulatory rules.

GAAP 116

GAAP IFRS Compliance Forecasting 116

Global Finance

FEBRUARY 12, 2025

Technology has become the cornerstone of any strategy to attract and retain these younger generations, enabling firms to provide the digital experiences, data-driven personalization, and socially responsible investment options they expect. This is crucial for retaining clients as their financial needs evolve.

Compliance 52

Compliance Communication Technology Investments 52

CFO Talks

SEPTEMBER 28, 2024

To translate financial performance into actionable results, start by understanding the key drivers behind your financial data. Bridge the Gap with Strategic Investments One of the most effective ways to translate financial performance into results is through strategic investments.

Communication 98

Communication CFO Numbers Leverage 98

CFO News Room

NOVEMBER 23, 2022

after Citigroup was told it must address weaknesses in its management of financial data by U.S. Deere also issued an upbeat outlook, saying it benefited from positive farm fundamentals and increased infrastructure investment. Check out the companies making headlines in midday trading Wednesday: Citigroup — The stock dropped 2.3%

Profit and Loss 130

Profit and Loss Financial Data Sales Retail 130

Future CFO

NOVEMBER 17, 2022

With external pressures that are hard to predict, real-time visibility over financial data, processes and working capital will be key to survival, leading to greater pressure on CFOs and those who report into them, according to the research.

Finance 96

Finance Financial Data Economics Budgeting 96

The Finance Weekly

MARCH 13, 2022

Just in the , first half of 2021 , Global venture capital funding shattered records as more than $288 billion was invested worldwide. So, why are VCs investing in the office of the CFO? For the first time, all financial data is uploaded to the cloud, providing continuous agility and content sharing.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Investments CFO Accounts Payable 52

PYMNTS

JANUARY 14, 2020

Other regulations adding weight to financial service providers’ compliance burden include Europe’s PSD2 and the U.K.’s ’s Open Banking , which promote end-customer ownership of financial data and enable those customers to allow for banks to share their financial data with third-party service providers.

Securities 101

Securities Compliance Financial Data Banking 101

CFO Thought Leader

FEBRUARY 24, 2025

By championing technology that marries predictive power with secure financial data, Koefoed tells us he is helping steer OneStream toward a future where finance and AI intertwine. I was lucky to have great partners on the investment banking side, and my board has been fantasticI cant appreciate that enough.

CFO 40

CFO Forecasting Startups Investments 40

Creative CFP

AUGUST 11, 2020

Whether this investment comes in the form of equity or as a loan to be repaid, the investor will usually want to see specific information about your business. Essentially, the investor wants to assess your business’s financial risk profile.

Investments 52

Investments Accounts Payable Benchmarking Cash Flow Forecasting 52

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

CFO Talks

NOVEMBER 29, 2024

Learning to analyse financial data with a strategic lens, understanding broader business impacts, and identifying potential risks are essential skills for any future CFO. How do you balance your personal and professional life?

CFO 95

CFO Auditing Leadership Finance 95

Jedox Finance

JANUARY 12, 2022

Businesses should always be solvent and have enough cash to pay outstanding bills, make investments when there is a surplus, and reduce expenses when it slips into the red. To stay on top of your income and expenses, you need a solid corporate financial plan. It forms the basis for future financial decisions. Sales planning.

Planning 138

Planning Profit and Loss Sales Investments 138

PYMNTS

NOVEMBER 9, 2020

there are indications that the opening of data flows between financial services companies has led to strong innovation (and demand for that innovation), and more regulation may loom. The mechanic of digital conduits, and the consent, open the door to digitization and data aggregation, simplifying and streamlining daily financial life.

Banking 114

Banking Financial Data Prioritization Economics 114

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Investment Banker. Financial Analyst.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

PYMNTS

AUGUST 31, 2020

These elevated responsibilities are driven by data — yet even amid the pressure to digitize, many businesses continue to rely on manual processes, creating silos that blind the enterprises from understanding cash positions today and tomorrow. Data aggregation is only the first step. Seeking Investment Opportunities.

Treasury 74

Treasury Mergers and Acquisitions (M&A) Prioritization Investments 74