E78 Partners

DECEMBER 12, 2024

Advanced data tools allow firms to simplify the due diligence process by assessing vast datasets with speed and precision, uncovering insights that were previously unattainable. For example, E78 leverages real-time monitoring to track key performance indicators (KPIs) across portfolio companies.

Technology 52

Technology Compliance Leverage Valuation 52

E78 Partners

FEBRUARY 26, 2025

Shift FP&As focus from reactive reporting to proactive financial advisory, supporting CFOs and executive teams with scenario planning and real-time analytics. Learn how leveraging financial analytics improves decision-making 3. Utilize real-time dashboards for cash flow, working capital, and key financial indicators.

Financial Planning and Analysis (FP&A) 59

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

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 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

PYMNTS

FEBRUARY 2, 2018

Information technology (IT) management solutions provider Kaseya, which targets managed service providers (MSPs) with its offerings, is linking up with small and medium-sized business (SMB) accounting firm Xero to help businesses gain greater control over their financial data. The companies said Thursday (Feb.

Financial Data 46

Financial Data Invoicing Accounting Firms Leverage 46

PYMNTS

JUNE 24, 2020

through free market competition), on these shores the strategy of getting there seems to be settled in favor of acquisitions. And Tuesday (June 23), Mastercard said it struck a deal to buy Finicity , which provides access to financial data in real time, for $825 million. Visa bought Plaid earlier this year. said Vosburg.

Financial Data 105

Financial Data Banking Leverage Securities 105

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

PYMNTS

DECEMBER 8, 2019

BigTech’s entry into finance has had benefits, like financial inclusion in emerging markets and underbanked economies. However, there could be risks to financial stability. Doing so may help encourage competition, and help ensure a level playing field amongst market participants.”.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

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.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

JANUARY 24, 2025

Instead of squinting at endless rows and columns, visualizing data is easy with Power BIs intuitive dashboards. For organizations leveraging Microsoft Fabric , Power BI becomes even more powerful. Centralize Financial Data Data silos are the enemy of efficiency. Small wins lead to big momentum.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

FEBRUARY 20, 2025

Fundraising Costs : Budget for donor engagement, events, campaigns, and marketing to sustain and grow your funding. Provide Financial Literacy Training: To department heads and anyone else in the organization interested in being part of the process and empowering better decision-making.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

CFO Talks

SEPTEMBER 28, 2024

To translate financial performance into actionable results, start by understanding the key drivers behind your financial data. Are sales up because of a successful marketing campaign, or did operational efficiencies boost your bottom line? Create a narrative for your financial results each quarter.

Communication 98

Communication CFO Numbers Leverage 98

PYMNTS

NOVEMBER 23, 2020

There’s no shortage of consulting advice and press clippings that will state the importance of actionable data for companies as a selling, operational and marketing strategy. Big data, it used to be called. Rather, there’s a significant greenfield opportunity to develop new use cases for everyday financial life.

Banking 117

Banking Financial Data Nonprofit Education 117

Adam Kae

MAY 30, 2023

Greetings, digital marketing agency owners! Today, we delve into the captivating realm of financial automation and explore how it can revolutionize the way we manage our agency's finances. Supercharge Your Invoicing Process As a digital marketing agency, invoicing can be a tedious and time-consuming task.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

CFO Thought Leader

JULY 19, 2024

This insight spurred the creation of Ledge, a platform designed to automate repetitive tasks and streamline financial data management Read More Tal’s experiences highlighted the critical role of AI in transforming finance functions. And there’s been this acute shortage of them in the market. I think rightfully so.

Leverage 40

Leverage Finance Invoicing Forecasting 40

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. A demanding customer base Capturing the attention and loyalty of Millennials and Gen Z is no easy feat.

Compliance 52

Compliance Communication Technology Investments 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.

SAP 130

SAP Invoicing Manufacturing Compliance 130

CFO Share

JULY 16, 2024

For small businesses employing a fractional CFO , understanding the core responsibilities of a CFO can help leverage their expertise effectively. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts. They regularly audit processes to maintain the integrity of financial operations.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

Future CFO

AUGUST 21, 2023

As a profession we have made significant progress over the years leveraging technology to streamline how we manage historical data and more recently, leveraging analytics on predicting outcomes. Adding to that are also customer-centric data like social media inputs, customer segmentation, demand and even weather data.

Finance 98

Finance Compliance Data Analysis Leverage 98

PYMNTS

NOVEMBER 9, 2020

In banking, collaboration — between the traditional players like banks and the tech savvy FinTechs bringing a slew of new apps to market — is key. 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.

Banking 114

Banking Financial Data Prioritization Economics 114

PYMNTS

APRIL 2, 2020

Every interaction tells banks what customers actually want, meaning FIs just need the right tools to interpret this data. One of the most powerful tools in the financial sector is data analytics. Big Data analytics reached a market valuation of $29.87 billion in 2019 and is projected to total $62.1

Banking 94

Banking Risk Management Credit Risk Advertising 94

Future CFO

MAY 15, 2024

They are standardising KPIs to better compare ESG performance across different organisations, leveraging technology for complex operations and supply chain visibility, and actively engaging with regulators and governments to optimise reporting practices,” she continues.

Finance 98

Finance Auditing Compliance Leverage 98

FISPAN

JANUARY 12, 2022

How FISPAN sees the importance of data and how to grow beyond the point of data aggregation. How data will be delivered and received from FISPAN and the third-party partners we work with. Financial institutions (FIs) are under pressure to drive innovation in financial data access for the commercial banking space.

Reconciliations 96

Reconciliations Banking Securities Leverage 96

PYMNTS

NOVEMBER 4, 2016

In B2B payments, that can mean discontent in the way traditional banks and FIs do business or a need for disruptive technologies to come to market faster than banks can offer. Moore explained that this also presents a window for financial institutions like Capital One to enter into the blockchain space altogether. ” .

Treasury 79

Treasury B2B Leverage Reconciliations 79

Centage

SEPTEMBER 13, 2022

Your business can use historical and recent business performance with the recurrent business cycle and seasonal trends to predict your organization’s financial performance in various scenarios. Elements of Financial Forecasts A forecast includes both budgeted items and actual results to show where your business is headed.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

JULY 21, 2024

Given the advent of artificial intelligence and machine learning, the accounting profession faces challenges in talent as it continues to navigate its way around digitisation and shifts in the market. Now, beyond interpreting financial data, we’re now also embracing sustainability reporting and assurance – a rapidly growing field."

Finance 104

Finance Accounting Principles Problem Solving Accounting 104

VCFO

MAY 17, 2024

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. You don’t want to be good enough – you want to be your best.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

The Finance Weekly

SEPTEMBER 22, 2024

Leveraging Automation Automation is a viable solution for organizations struggling with staffing shortages. Embracing hybrid work can help overcome talent shortages, providing a competitive edge in the job market. However, leveraging this concept during the 2025 budgeting season can provide a fresh perspective on financial planning.

Budgeting 69

Budgeting Forecasting Compliance Economics 69

The Finance Weekly

OCTOBER 21, 2021

In a difficult talent market where nearly every function, business line, and industry competes for the best talents, CFOs up against this dilemma should ask themselves: How can I reach more talent in more locations through different delivery methods to fill the gaps in my finance department?

Corporate Finance 97

Corporate Finance Finance Concentration CFO 97

CFO Talks

OCTOBER 15, 2024

Financial Risk Forecasting Predictive models can analyse your company’s financial data—such as revenue patterns, cash flow, and expenses—to identify potential financial risks. Start by leveraging data from your accounting systems and working with your finance team to create simple forecasting models.

Risk Management 95

Risk Management Compliance Forecasting Credit Risk 95

Bramasol

JULY 26, 2024

As shown below, everything that is needed can be combined within a unified architecture that leverages the inherent scalability of S/4HANA Public Cloud and SAP Business Technology Platform (BTP). Manual Processes: Reliance on manual data entry and spreadsheet-based reconciliations can be time-consuming and error-prone.

SAP 79

SAP IFRS GAAP Compliance 79

CFO Plans

SEPTEMBER 24, 2024

This startling statistic underscores the critical importance of accurate financial forecasting. By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

CFO Plans

MAY 16, 2024

Discover SaaS Accounting Solutions Now Real-Time Financial Data for Informed Decision-Making One of the standout features of SaaS accounting platforms is real-time access to financial data. Embrace the future of financial management and witness the transformative impact of these cutting-edge tools.

Accounting 52

Accounting Compliance Financial Data Manufacturing 52

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. Businesses are really seeking ways to harness data to leverage their data.

Finance 98

Finance CFO Forecasting Leadership 98

PYMNTS

FEBRUARY 26, 2019

Representatives from the Commission stated that banks should look to create FinTech unicorns (commonly viewed as companies with private market valuations of at least $1 billion). The Commission also said that banks will be responsible for sharing more financial data with FinTechs.

Banking 75

Banking Valuation Finance Leverage 75

Centage

SEPTEMBER 11, 2023

Gather the Data. Collect your company’s financial data, including the budgeted and the actual figures for the same timeframe. Did changes in market conditions cause it? How to Calculate Budget vs Actuals Variances Understanding how to calculate budget vs actuals variances is simple. Are internal processes the reason?

Financial Planning and Analysis (FP&A) 105

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

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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