Future CFO

JANUARY 22, 2025

For CFOs, this means managing financial data and utilising technology to provide insights that drive strategic decision-making. This capability allows organisations to respond swiftly to market changes, ensuring they remain relevant in an increasingly disruptive and competitive landscape.

Risk Management 98

Risk Management Compliance Finance Leverage 98

The Finance Weekly

JANUARY 19, 2025

Predictive Analytics - AI uses past data to predict future events, helping businesses prepare effectively. These technologies allow AI to quickly analyze large amounts of financial data, spot patterns, and trends, and provide helpful insights. For example, it can find links between investments and market changes.

Planning 52

Planning Analyzing Data Financial Data Risk Management 52

CFO Plans

FEBRUARY 23, 2025

Discover how to transform your financial reports into investment magnets by aligning them with investor expectations. Clear, precise, and comprehensive financial reports that meet investor expectations are indispensable. Emphasizing robust financial performance and growth prospects is key.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 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

The Finance Weekly

FEBRUARY 23, 2025

Businesses that integrate analytics into their planning can align operations with financial goals. For example, if a company aims to expand online sales, FP&A teams analyze marketing costs and expected revenue to determine budget allocations. Present financial data with clear charts for faster decision-making.

Financial Planning and Analysis (FP&A) 52

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

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

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. Yet, in many organisations, the status quo remains unchallenged.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 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. Data Privacy Concerns : Handling sensitive financial data requires robust security protocols. Key Features Generative AI chatbot (FP&A Genius) for real-time insights.

Finance 52

Finance Budgeting Financial Data Forecasting 52

CFO Talks

MARCH 5, 2025

Listed companies (on the stock exchange) They must meet strict financial disclosure rules, often set by stock market regulators like the JSE (Johannesburg Stock Exchange). To make sure everything aligns: Set up strong internal processes Have a clear system in place for collecting and verifying financial data.

IFRS 52

IFRS Auditing Compliance Financial Data 52

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. Wong adds that it is about anticipating change and making informed, forward-thinking decisions.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

PYMNTS

JANUARY 26, 2021

marked its third anniversary of adopting its open banking framework, making it the leading market to drive the concept of unlocking customers’ bank account data for integration with third-party solution providers. Last week, the U.K. where there is no open banking regulatory mandate.

Banking 142

Banking Reconciliations Financial Data B2B 142

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

Future CFO

FEBRUARY 14, 2025

Matthew Hardman "Unlike static AI models, RAG combines large language model (LLM) responses with live data sources to ensure the most current insights," he explains. For example, if you ask a free AI model like ChatGPT about yesterdays market trends, it may only provide information based on its last training update."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

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

CFO News Room

NOVEMBER 23, 2022

after Citigroup was told it must address weaknesses in its management of financial data by U.S. after Morgan Stanley downgraded it to equal weight from overweight, citing a more challenging capital market environment that could hurt the company in the medium term. banking regulators. ConocoPhillips also dipped 3%.

Profit and Loss 130

Profit and Loss Financial Data Sales Retail 130

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

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

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

Musings on Markets

DECEMBER 11, 2024

If you are a business owner or operator, this class should give you the tools to use to make business choices that make the most financial sense. If you work in a business, whether it be in marketing, strategy or HR, this class is designed to provide perspective on how what you do fits into value creation at your business.

Valuation 120

Valuation Corporate Finance Finance Investments 120

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. With these capabilities, private equity consulting firms like E78 can maximize value creation for stakeholders while maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

PYMNTS

JANUARY 6, 2021

As it stands, 90 out of 100 people looking for a loan are likely to get rejected, Niparts said, because the banks lack the financial data needed to calculate the risk and were using very outdated methods trying to obtain it. So we're not talking about even some primitive APIs, it's the stone age, manual data exchange.”.

Analyzing Data 129

Analyzing Data Financial Data Banking Finance 129

CFO Talks

FEBRUARY 12, 2025

However, historical data alone is not enoughbusinesses must also consider current and future factors that could influence financial outcomes. Incorporate Real-Time Data and Market Trends While historical data provides a good starting point, businesses should also look at real-time data and industry trends.

Forecasting 52

Forecasting Budgeting Economics Planning 52

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

PYMNTS

DECEMBER 27, 2020

While TIDAL doesn’t give out subscriber, user or financial data, its website claims to have more than 70 million songs and 250,000 high-quality videos in its catalog, along with original video series and podcasts. However, Square’s $102 billion market value is now more than twice the size of Twitter’s. Sound Is Booming.

Financial Data 139

Financial Data Marketing Numbers 139

CFO Share

JUNE 18, 2024

Implement Sign-Offs and Quality Assurance from Other Departments Asking your bookkeeper to validate all financial data is unrealistic and sets them up for failure. Instead, create a system where department heads are responsible for confirming the accuracy of some data. Operations – validates inventory records.

General Ledger 105

General Ledger CFO Accounts Payable Financial Data 105

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

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

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

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

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

Jedox Finance

SEPTEMBER 29, 2021

Therefore, an SPM solution should follow the different activities of sales operations: Budget & Target Setting is the starting point where the organization aligns between the revenue goals and go-to-market plans. Having a separation between financial planning and sales planning limits the ability to accelerate those skills.

Financial Planning and Analysis (FP&A) 124

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

Simply Treasury

JUNE 3, 2021

Here again, it seems to us that the need to dematerialize, digitize and automate is logical to make companies more resilient and efficient in their financial management. Finally, in this top tier, the management of financial risks, including currency risk, which can be explained by the increased volatility of the markets.

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

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

Future CFO

JUNE 24, 2024

The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends. The balance sheet and key financial ratios should tell the strengths and problems of the Company. It’s not easy to go through all the financial data to identify what’s relevant and what’s not.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

CFO Talks

FEBRUARY 25, 2025

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. Simplified Cross-Border Transactions When businesses expand into new markets, they often engage in activities like mergers, acquisitions, and partnerships with foreign companies.

IFRS 52

IFRS Financial Reporting Compliance Accounting Standards 52

PYMNTS

APRIL 8, 2019

. “There are two main challenges for a business owner when it comes time to sell,” Hutchison told PYMNTS in a recent interview: how to price the business and how to aggregate financial data into a presentable state for prospective buyers. An Emerging Market. “We use the car analogy a lot,” Hutchison said.

Profit and Loss 111

Profit and Loss Accounting Financial Data Valuation 111

PYMNTS

NOVEMBER 17, 2020

Open banking lets third-party financial service companies to have access to a consumer’s banking transactions and other financial data from financial institutions (FIs). Revolut said its new open banking offer was developed with TrueLayer , a London-based financial technology (FinTech) company.

Banking 105

Banking Financial Data Accounting Finance 105