Future CFO

DECEMBER 4, 2024

Beyond technical expertise In terms of taking on essential skills beyond just technical expertise, Wong says becoming a standout finance leader definitely takes more than just mastering the numbers. Wong says the ability to connect financial insights to the broader business landscape is crucial. “A

Finance 98

Finance Leadership Problem Solving Benchmarking 98

CFO Plans

FEBRUARY 23, 2025

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision. Discover how to transform your financial reports into investment magnets by aligning them with investor expectations.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

CFO Talks

NOVEMBER 7, 2024

In a role filled with financial data, strategic meetings, and high-stakes decisions, active listening can drive better outcomes and turn tough conversations into collaborative wins. You could jump straight into numbers, but there’s a risk—they might tune out, push back, or even disengage. Now, think about the alternative.

CFO 97

CFO Budgeting Financial Data Numbers 97

Future CFO

JANUARY 22, 2025

In this context, chief financial officers (CFOs) are emerging as pivotal figures in steering their organisations through technological adoption and innovation. For CFOs, this means managing financial data and utilising technology to provide insights that drive strategic decision-making.

Risk Management 98

Risk Management Compliance Finance Leverage 98

The Finance Weekly

FEBRUARY 23, 2025

Budget approval ensures financial stability, prevents unnecessary expenses, and keeps projects on schedule. Present financial data with clear charts for faster decision-making. Provide business context to support data-driven discussions. Use integrated FP&A systems to generate detailed financial reports.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

FEBRUARY 5, 2025

It requires careful planning, accurate numbers, and constant checking to make sure things stay on track. A business unit budget is a financial plan that outlines how much money a department expects to earn and spend. This isnt always easy, but looking at past financial data and market trends can help create more accurate estimates.

Budgeting 52

Budgeting SAP Financial Data Planning 52

PYMNTS

FEBRUARY 14, 2017

“They need a much more fine-grained view of the health of their businesses from a number of different perspectives.” . “SaaS businesses are adopting the analytics really, in part, because their investors are demanding that view of their business, rather than traditional P&L statements,” he explained.

Financial Data 53

Financial Data Forecasting B2B Auditing 53

CFO Talks

MARCH 5, 2025

To make sure everything aligns: Set up strong internal processes Have a clear system in place for collecting and verifying financial data. Some useful tools include: ERP (Enterprise Resource Planning) systems These systems (such as SAP, Oracle, or Sage) help track financial transactions and automate reporting.

IFRS 52

IFRS Auditing Compliance Financial Data 52

Musings on Markets

DECEMBER 11, 2024

The second is valuation , a class about how to value or price almost anything, with a tool set for those who need to put numbers on assets. As our access to financial data and tools has improved, I added a short course on statistics , again with the narrow objective of providing the basic tools of data analysis.

Valuation 120

Valuation Corporate Finance Finance Investments 120

PYMNTS

JULY 5, 2017

They do, however, recognize its importance: nearly one-third told surveyors they will be seeking better data analytics technologies to bolster their reporting efforts. In some ways, corporate financial reporting is about the human element needed to tell the story behind the numbers, Born noted.

Financial Data 52

Financial Data Financial Reporting Auditing CFO 52

CFO News Room

DECEMBER 2, 2022

This also meant restating the previous three years of financial history and really scrutinising the numbers before converting it all into a consolidated group format. . “I When you come into a new business, it’s very difficult to stand by the numbers unless you get really involved in the details.” . The results of her changes.

Technology 130

Technology CFO Benchmarking Numbers 130

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. 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

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

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

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. If both companies involved follow IFRS, negotiations and due diligence become much easier because financial statements are prepared comparably.

IFRS 52

IFRS Financial Reporting Compliance Accounting Standards 52

PYMNTS

MARCH 4, 2020

It’s a result, explained Gillette, of the legacy ERP no longer being suited to address the full range of businesses’ diverse financial and process management needs. He pointed to financial reporting as one example of this shift.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

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

CFO Talks

JANUARY 8, 2025

If someone struggles with presenting financial data, offer tips, resources, or even a mentor to help them improve. Expose the Team to Broader Perspectives A finance team can sometimes operate in a silo, focusing solely on numbers. Breaking out of this bubble is critical for growth.

Finance 52

Finance Budgeting Problem Solving Accounts Payable 52

The Charity CFO

DECEMBER 23, 2024

Tracking specific metrics helps nonprofits see how well theyre doing in areas such as: Fundraising Marketing Program delivery Operational efficiency Overall impact In turn, KPI data helps leaders make informed decisions, optimize resources, and build trust and accountability with donors and stakeholders. Thats where financial KPIs come in.

Nonprofit 52

Nonprofit Numbers Profit and Loss Concentration 52

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. Last week, the Department of Justice gave the green light to Mastercard’s $825 million acquisition of data aggregator Finicity.

Banking 117

Banking Financial Data Nonprofit Education 117

Nerd's Eye View

OCTOBER 11, 2024

Also in industry news this week: Edward Jones, which added more new CFP professionals than any other firm last year, announced that it is planning to offer financial planning services nationwide, highlighting the value for RIAs and other firms of differentiating themselves amidst increased competition not only for clients, but also for advisor talent (..)

Practice Management 98

Practice Management Planning Financial Data Numbers 98

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. Sound Is Booming. that year, although its overall revenue grew by 25 percent.

Financial Data 139

Financial Data Marketing Numbers 139

PYMNTS

APRIL 8, 2019

The latest estimates from the Small Business Administration (SBA) peg the number of new SMBs at 414,000 each year, spurring job creation and economic growth for the country, with millennial entrepreneurs at the helm. “The number of small businesses selling and exiting each year is growing year on year,” said Hutchison.

Profit and Loss 111

Profit and Loss Accounting Financial Data Valuation 111

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

PYMNTS

JANUARY 3, 2021

A web page to which some customers were pointed states that the stolen data “may have included phone number, number of lines subscribed to on your account and, in some cases, call-related information collected as part of the normal operation of your wireless service.”.

Securities 85

Securities Financial Data Numbers Accounting 85

The Charity CFO

FEBRUARY 25, 2022

You don’t record any financial data in the Chart of Accounts itself; it’s like an organizational map of your accounting structure. In a nonprofit’s Chart of Accounts, each account is identified in four ways: number, name, category type, and a short description. Rename with your bank account and account number.

Nonprofit 98

Nonprofit Accounting Accounts Payable GAAP 98

CFO Talks

NOVEMBER 29, 2024

This early encouragement played a key role in shaping my future, as it introduced me to the world of business and numbers. I quickly realised I had a natural affinity for finance and enjoyed working through financial problems. From that point, I shifted my focus to commerce studies, starting in Standard 7 (Grade 9).

CFO 95

CFO Auditing Leadership Finance 95

PYMNTS

NOVEMBER 15, 2016

Research by Kaspersky Lab revealed that when the holiday shopping season unofficially kicks off on Block Friday, the number of financial phishing attacks is expected to surge. percent of all phishing attacks were focused on procuring financial data, but in Q4, financial phishing was responsible for 43.38

Financial Data 72

Financial Data Retail Numbers Sales 72

PYMNTS

NOVEMBER 24, 2019

A recent data breach exposed the personal data of more than 1 million prepaid T-Mobile customers, reports said on Friday (Nov. The information exposed did not include any financial information, social security numbers or password data. We promptly reported this to authorities. million on average for enterprises.

Securities 81

Securities Numbers Financial Data Accounting 81

Simply Treasury

JUNE 3, 2021

We all understand that the C-level wants treasury to lake use of huge financial data they sit on and develop more reporting and dashboards. No one will be surprised to see Cash-Flow Forecasting as the number one priority, followed by digitization (and automation) of treasury processes.

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

Cube Software

APRIL 3, 2025

What is data integrity? Data integrity means your numbers tell the truthconsistently and reliablyfrom the moment they enter your system through every analysis and report. Think of data integrity as a seal of quality that ensures financial data remains accurate, complete, and trustworthy across all your operations.

Finance 52

Finance Financial Data Numbers 52

Future CFO

JUNE 24, 2024

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. Is it there to replace the seasoned financial professional? Yes and No.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

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. 56 percent of consumers would like more control over their own digital data, according to studies. In the U.S., Morgan Chase.

Banking 114

Banking Financial Data Prioritization Economics 114

Centage

MAY 8, 2023

Your role is critical and complex as you know and understand the financial operations of your organization inside and out – and are ultimately responsible. You are a master of your companyʼsʼ financial data – and there is so much of it to manage. How does your data compare with other similar organizations?

Nonprofit 98

Nonprofit Budgeting Finance CFO 98

Collectiv

JANUARY 24, 2025

Centralize Financial Data Data silos are the enemy of efficiency. This is particularly valuable for creating unified plans and reports based on consistent data. Imagine your team accessing the same reliable data for budget planning, forecasting, and reportingno more version control nightmares.

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 6, 2022

Lack of Security Features Excel may be an easier target for hackers due to inadequate encryption features for protecting your sensitive business information, such as identifiable details and confidential financial data. Without separation of duties or an audit that can track who has had access to the data, fraud can occur.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

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 Cash Management Leadership 97