Global Finance

MARCH 2, 2025

If we think about it, a managerif facing pressure to beat an analyst forecast, or beat last years earnings, or wanting a particular bonushas enough flexibility in the accounting rules to manage those numbers while staying within the rules. You manage your numbers. So, how are we going to track the slippery slope? Horton: Heres one.

Forecasting 111

Forecasting Auditing Accounting Profit and Loss 111

Nerd's Eye View

OCTOBER 29, 2024

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

Leverage 97

Leverage Planning Compliance Startups 97

Future CFO

JANUARY 22, 2025

Transformation: not the number one priority According to Gartner , CFOs and finance leaders are prioritising metrics, analytics, and reporting as their primary focus areas, emphasising the critical role of technology in enhancing business performance.

Risk Management 98

Risk Management Compliance Finance Leverage 98

Nerd's Eye View

FEBRUARY 4, 2025

In this episode, we talk in-depth about how Cristina's personal experience dealing with challenging issues with her own aging parents while simultaneously caring for her young children helped her recognize the challenges those in the "sandwich generation" face, how Cristina leveraged the research she did for her personal situation (including finding (..)

Leverage 90

Leverage Planning Securities Numbers 90

Musings on Markets

JANUARY 10, 2025

Not surprisingly, the company listings are across the world, and I look at the breakdown of companies, by number and market cap, by geography: As you can see, the market cap of US companies at the start of 2025 accounted for roughly 49% of the market cap of global stocks, up from 44% at the start of 2024 and 42% at the start of 2023.

Corporate Finance 115

Corporate Finance Valuation Finance Numbers 115

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Leverage 98

Leverage Education Planning Communication 98

CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. A colleague hints at leveraging this information to trade shares. As a CFO your influence extends beyond financial reports and budgets. Consider implementing anonymous reporting systems.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Future CFO

DECEMBER 22, 2024

Why It Matters Compliance : Governments require standardized customer details, such as taxpayer identification numbers and verified addresses. Leverage Cloud-Based Solutions : Cloud platforms offer flexibility, scalability, and security, making integration smoother. Errors can lead to rejected invoices.

Invoicing 98

Invoicing CFO Compliance Auditing 98

CFO Talks

NOVEMBER 20, 2024

Lessons for CFOs Being a CFO for a cross-listed company is about more than just numbers; it’s about strategy. Leverage Technology Financial reporting software isn’t just a nice-to-have; it’s a necessity. Use simple, plain language to explain the “why” behind your numbers.

IFRS 98

IFRS GAAP Currencies CFO 98

Global Finance

DECEMBER 5, 2024

Against the backdrop of a shifting Latin American interest rate environment, it was able to leverage its capabilities to notch better credit spreads, which is also reflected in the improving engagement in cross-selling efforts. The Sequoia Capital-backed bank now looks to leverage its thriving business model with further geographic expansion.

Banking 59

Banking Leverage Finance Securities 59

Bramasol

JANUARY 28, 2025

SAP Joule was also identified by Bramasol as a prime example of leveraging embedded agentic AI in our post on Trends to Watch in 2025. Through the RISE with SAP program and complementary tools, businesses can leverage AI to enhance their digital transformation journeys and to streamline operations and drive efficiency.

SAP 69

SAP Data Analysis Leverage Manufacturing 69

The Finance Weekly

FEBRUARY 23, 2025

Leverage FP&A software for real-time tracking and forecasting. Use Analytics Leverage predictive tools to identify potential financial threats before they escalate. Turn Data into Decisions, Not Just Numbers Financial planning is more than crunching numbersits about making smart moves.

Financial Planning and Analysis (FP&A) 52

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

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

Tax Planning 96

Tax Planning Practice Management Planning Communication 96

Navigator SAP

JULY 15, 2022

Modern ERP should leverage artificial intelligence (AI), and provide digital marketing automation to gain insights into the end-to-end customer journey. TCO: Don't Neglect Overall Costs ERP buyers often calculate costs simply by finding out the subscription price for a set number of users. Typically:

Budgeting 209

Budgeting Leadership Communication Leverage 209

CFO Thought Leader

JANUARY 27, 2025

Inside The Mentoring Round, Flywire CFO Cosmin Pitigoi emphasizes the critical importance of well-structured data in leveraging AI effectively. Pitigoi advocates for robust data governance and architecture to harness AI’s full potential, underscoring that the foundational work, though challenging, yields significant value.

CFO 52

CFO Leverage Numbers 52

Corporate Finance

MAY 9, 2022

As we discussed in the textbook, in general, there is no absolute number that is best for a particular financial ratio. However, when the economy is bad or uncertain, it is better if leverage ratios are more conservative to help avoid financial distress.

Leverage 130

Leverage Numbers Investments 130

Future CFO

FEBRUARY 16, 2025

As Asian organisations pivot toward data-driven finance, CFOs must leverage advanced analytics, AI, and unified data strategies to secure competitive advantages while addressing regional challenges. Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning."

Finance 64

Finance Forecasting CFO Compliance 64

CFO Plans

NOVEMBER 4, 2024

A noteworthy example is a financial services provider that leveraged cutting-edge ROI analysis tools to assess the impact of their investments. By automating routine tasks and leveraging data-driven insights, they have streamlined their operations and improved their ability to respond swiftly to market changes.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Plans

DECEMBER 16, 2024

These services extend beyond mere number crunching; they represent a sustainable business model that nurtures financial wellness and supports the overall well-being of business leaders. This journey demands strategic foresight and a commitment to leveraging professional financial guidance to achieve long-term success.

Accounting 52

Accounting CFO Leadership Prioritization 52

The Charity CFO

JANUARY 29, 2025

million nonprofits in the United States – nearly double the number from 30 years ago – organizations need to stand out in an increasingly crowded field. Check out the full interview with Howard here: Why Strong Branding Matters for Nonprofits Howard emphasizes that with approximately 1.6

Nonprofit 52

Nonprofit Leadership Communication Data Analysis 52

Future CFO

MARCH 5, 2025

Winnie Law , CFO, Technology & Operations (T&O), Global Functionsand Fit for Growth, Standard Chartered , believes the war on talent continues to be a challenge as the role of Finance pivots from being mere number crunchers and financial journalists to strategy influencers.

Finance 91

Finance Problem Solving Communication Technology 91

CFO Thought Leader

DECEMBER 10, 2024

But numbers alone dont drive results. So, how can we give these teams more leverage? Ultimately, our approach is about solving genuine pain points and delivering real value, not just chasing a large market number. Johnson emphasizes building strong teams and fostering a learning culture.

CFO 52

CFO Leadership Prioritization Auditing 52

CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98

CFO Leadership Problem Solving Communication 98

CFO News

DECEMBER 30, 2024

India's household debt is increasing, driven primarily by rising borrower numbers rather than higher average indebtedness. The Reserve Bank of India highlights this growth is particularly among subprime borrowers using loans for consumption and super-prime borrowers leveraging debt for asset creation.

Numbers 40

Numbers Leverage Banking 40

Global Finance

FEBRUARY 4, 2025

We invest in optimizing processes and leveraging advanced technologies like AI to improve efficiency. McAlpine: Success stories include a partnership with Capital Bank, which leveraged Finastras solutions to enhance its trade operations, as it felt its existing treasury and trade management systems were not well placed for growth.

Finance 59

Finance Prioritization Leverage Treasury 59

CFO Talks

MARCH 13, 2025

Whether you’re a finance professional, business owner, or decision-maker, understanding how to leverage FIS can mean the difference between reactive problem-solving and proactive success. Heres how these systems are transforming the way companies operate.

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52

CFO News Room

FEBRUARY 6, 2022

Within infrastructure, one of the key focus areas is leveraging multimodal transport infrastructure to reduce logistics costs, thereby improving India’s overall competitiveness. However, a number of policy reforms are essential for creating a sustainable private investment eco-system, many of which are outside the purview of the budget.

Budgeting 130

Budgeting Leverage Transportation Investments 130

CFO Thought Leader

JANUARY 6, 2025

Looking back, Seymour tells us she has consistently applied a storytelling through numbers philosophy. If I was to give you a little bit more color on what that means, we leverage demand forecasting to help businesses schedule the right number of employees at the right time.

CFO 52

CFO Leadership Compliance Concentration 52

The Charity CFO

FEBRUARY 20, 2025

Forget about the numbers for a second. Leverage Your Board : The reason your board exists is strategic oversight and supporting your team in these matters. Leverage Technology Modern technology can simplify budgeting and financial tracking for nonprofits. much better.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

E78 Partners

FEBRUARY 10, 2025

By adopting best practices and leveraging E78’s solutions, businesses can achieve immediate savings while maintaining the efficiency and flexibility needed for long-term success. The cost of a software license varies widely depending on the software type, license model, and number of users. How Much Does a Software License Cost?

Compliance 52

Compliance Budgeting Cost Management Leverage 52

CFO Talks

NOVEMBER 19, 2024

Analytical Thinking: Turning Data into Actionable Insights Numbers may tell a story, but without analysis, they’re just noise. It’s not just about seeing the numbers—it’s about understanding their story. Implement advanced analytics tools to visualise data and uncover hidden opportunities.

Problem Solving 52

Problem Solving Leadership CFO Compliance 52

Future CFO

JANUARY 26, 2025

Jessica Low In 2003, we continued our transformation leveraging advanced and predictive analytics, and business towards process excellence and efficiency, Low said, sharing their journey towards a holistic transformation focused on technology, people, process, and organisational change. It's quite a challenge, though.

SAP 52

SAP Finance Leadership Leverage 52

Fpanda Club

MARCH 1, 2021

The finance function now plays a crucial role in many organizations supporting and driving effective business decisions, and this is exactly the responsibility of FP&A standing at the crossroads of finance, strategy and technology to leverage data and generate insights.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

Nerd's Eye View

FEBRUARY 16, 2024

Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients! Read More.

Leverage 98

Leverage Compliance Numbers Securities 98

PYMNTS

SEPTEMBER 17, 2020

SWIFT said the planned platform will leverage its reach across more than 11,000 institutions in 200 countries. Ascendant also hopes to see a reduced number of payment investigations and to also cut down the time it takes to resolve them, the company added.

Compliance 139

Compliance Leverage Accounting Planning 139

Nerd's Eye View

MAY 3, 2024

At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)

Healthcare 98

Healthcare Construction Practice Management Leverage 98

Nerd's Eye View

JANUARY 29, 2024

For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients.

Leverage 98

Leverage Planning Technology Numbers 98