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. Advice For younger, aspiring finance professionals, Wong advises: Always look beyond the numbers.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

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 Communication Problem Solving 98

The Finance Weekly

DECEMBER 9, 2021

That doesn’t mean that corporate leaders should not study and prepare for a number of possibilities. Depending on the level of detail they aspire to, some might have a shelf life numbered only in months. You cannot stand up in front of an organization and say, “Things will be good, bad, or terrible, but I am not sure which.”.

Risk Management 52

Risk Management Planning Construction Communication 52

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. Learning to analyse financial data with a strategic lens, understanding broader business impacts, and identifying potential risks are essential skills for any future CFO.

CFO 95

CFO Auditing Leadership Finance 95

Global Finance

DECEMBER 6, 2024

Private banking in the Middle East continues to thrive, outpacing most other global regions; and the prospects remain positive in dedicated banking and wealth management despite increased geopolitical risk in the area. Younger HNWIs are also increasing their numbers in the Middle East.

Banking 52

Banking Concentration Investments Risk Management 52

Future CFO

SEPTEMBER 16, 2024

Global full-cycle verification provider Sumsub received full regulatory compliance approval for its non-doc identity verification solution following a regulatory-led audit conducted by FINTRAIL, a global-consultancy specialising in financial crime risk management and regulatory compliance.

Compliance 103

Compliance Risk Management Auditing Securities 103

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. CFOs, controllers, and management accountants must embrace agility and foresight to thrive in this dynamic environment. The finance function is undergoing a seismic shift.

Finance 69

Finance Communication Leadership Profit and Loss 69

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. These services provide a holistic approach, encompassing everything from daily transaction management to financial planning and risk management.

Accounting 52

Accounting CFO Leadership Prioritization 52

PYMNTS

DECEMBER 10, 2020

And in banking, financial institutions can incorporate artificial intelligence into their consumer credit strategies at a time when a retroactive approach to credit risk management has become less feasible amid COVID-19. 12 : Number of months in advance AI systems can detect potentially fraudulent activity.

Credit Risk 102

Credit Risk Risk Management eCommerce Banking 102

Global Finance

DECEMBER 6, 2024

Private banking in the Middle East continues to thrive, outpacing most other global regions; and the prospects remain positive in dedicated banking and wealth management despite increased geopolitical risk in the area. Younger HNWIs are also increasing their numbers in the Middle East.

Banking 52

Banking Concentration Investments Risk Management 52

Simply Treasury

AUGUST 3, 2022

Cost reduction by reducing number of banking solutions used. Risk mitigation by automation and enhanced Internal Controls. Entities that provide financial services with many customer accounts could benefit greatly, as the number allows them to pool the tool and rely on the pool banks already connected. PROJECT OBJECTIVES.

Banking 147

Banking Reconciliations Treasury Securities 147

Global Finance

AUGUST 1, 2024

When valuations shift so drastically, it’s usually due to “a major event” or “a failed deal, or even a market correction,” Carl Niedbala, co-founder of risk management firm Founder Shield, said. “It’s In stark contrast, APAC witnessed a 42% decline in the number of IPOs and a 73% drop in proceeds,” Chan says.

Planning 122

Planning Marketing Valuation Corporate Finance 122

Global Finance

SEPTEMBER 9, 2024

While the job has always had a strong risk-management component, the basic task was simple: making sure the company has cash available, when and where it’s needed. That said, AI and ML systems answer corporate treasurers’ continuing need for better ways to extract meaning from the numbers. Not anymore.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

E78 Partners

MARCH 3, 2025

The IPO market has also seen a resurgence, with 13 IPOs each aiming to raise $100 million or more filed in January 2025 alone , marking the highest number of sizable IPO filings in a single month since early 2022. After a challenging IPO market from 2022 to 2023, conditions have certainly improved.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

Global Finance

FEBRUARY 4, 2025

Efficiencies have included tripling the number of trade finance transactions while reducing average processing time by 95%, achieving 40% growth in transaction volumes over 18 months, increasing straight-through processing rates from less than 10% to over 70%, and boosting automation by over 20% of transactions.

Finance 59

Finance Prioritization Leverage Treasury 59

Global Finance

MARCH 20, 2025

According to S&P Global Ratings, operational costs for European banks increased by over 4% annually from 2021 to 2023 , emphasizing the need for effective cost management strategies. To optimize costs, banks are reducing the number of applications and investing in technology that enhances customer experiences while maintaining efficiency.

Banking 59

Banking Compliance Technology Sales 59

Simply Treasury

JUNE 3, 2021

Then come the multiple banking relationships, the too large number of bank accounts, the lack of sufficient resources (a recurring problem - but one that drives automation), the lack of support from subsidiaries, the lack of budget (classic in times of crisis). François Masquelier, Vice Chairman EACT.

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

PYMNTS

APRIL 2, 2020

This episode underscores that data for targeted customer offerings can come from anywhere and is not necessarily the result of meticulous number crunching. When number crunching is needed, however, data analytics can help. Data Analytics Behind the Scenes.

Banking 94

Banking Risk Management Credit Risk Advertising 94

PYMNTS

APRIL 15, 2020

At worst, and more likely, they are collecting card numbers, addresses, phone numbers, DDA, ACH and wire account data, and all kinds of important bits of information to apply to the expanded universe of fraudulent activity. The good news, both Srinivasan and Awad told PYMNTS, is that while fraud attempts are up among U.S.

Risk Management 80

Risk Management Construction Securities Banking 80

Future CFO

FEBRUARY 9, 2025

This means going beyond traditional metrics, such as the number of security incidents, and focusing on metrics that measure the impact of cybersecurity investments on business outcomes. The second one is the MAS technology risk management guidelines issued to all financial institutions." But regulations are just starting points.

Investments 52

Investments Profit and Loss Securities Risk Management 52

CFO Plans

FEBRUARY 17, 2025

This plan should include cash flow projections, budgeting, and risk management strategies. Financial planning for expansion is not just about numbers; it’s about preparing your business for the future. Partner with CFO Plans for expert financial planning.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

Future CFO

JUNE 12, 2024

“Depending on an organisation’s environmental/social footprint, an ESG team or dedicated senior member is generally appointed to ensure that the organisation’s enterprise risk management adapts to the regulatory landscape,” he continues. The post Delivering value beyond compliance with ESG reporting appeared first on FutureCFO.

Compliance 98

Compliance IFRS Risk Management Finance 98

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

You need the visibility to show your clients how their investments have grown over the years and be able to swiftly manage a diverse portfolio. Investment risk management. Your clients trust you with their assets, so you need to be well-equipped to perform a risk analysis and recognize the impact on their investments.

Risk Analysis 113

Risk Analysis Strategic Planning Investments Risk Management 113

Nerd's Eye View

MARCH 8, 2024

Read More.

Practice Management 98

Practice Management Risk Management Communication Leverage 98

PYMNTS

JANUARY 26, 2021

Signal is also looking to build up its privacy provisions by allowing users to create unique usernames, rather than being identified by their mobile phone number, Platformer reported. “It’s hard to be totally hypothetical.”. Diokno, Philippines’ Central Bank (BSP) governor in the release.

Marketing 97

Marketing Risk Management Currencies Banking 97

Future CFO

JULY 21, 2024

The finance team can make this possible through the management of associated risks with AI, as it plays a greater role in the accounting and financial reporting of businesses. Advice It is undeniable that the shifts and changes in the finance function make the way to success a more challenging one.

Finance 104

Finance Accounting Principles Problem Solving Accounting 104

Global Finance

JULY 29, 2024

“The risk/return matrix is not appealing,” Bokhari remarked during a recent webinar with The CFO Alliance, a peer group of some 9,000 finance pros. They oversee the entire financial operations of a company: from strategic financial planning and risk management to advising on investment decisions and ensuring regulatory compliance.

CFO 105

CFO Finance Accounting Principles Corporate Finance 105

CFO Leadership

APRIL 10, 2023

Maintaining that duty of care becomes more challenging as organizations expand since the number of employees traveling on the company’s behalf increases. With increased risk comes the need for increased duty of care. A realistic duty of care policy goes hand-in-hand with effective travel risk management.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

PYMNTS

JULY 8, 2020

For instance, Mastercard has been using AI to help its banking partners with credit risk management, aiming to provide the right amount of credit to customers — and the smartest collections efforts — in today’s uncertain economic climate. You want to be able to manage credit for the lifecycle of the user,” Jha said.

Credit Risk 109

Credit Risk Risk Management Securities Economics 109

Future CFO

AUGUST 27, 2023

Businesses face a tremendous number of uncertainties. It is a tall ask, considering that today’s macroeconomic risks can come from unexpected directions. You need constant monitoring of your economic outlook because then you can adjust your risk management strategy that will help you mitigate third-party risks."

Risk Management 98

Risk Management Credit Risk Finance Risk Analysis 98

The Finance Weekly

DECEMBER 2, 2024

With the little time you have to spare, you’ll do your best to validate the numbers, scrub them as necessary, and present the information the best way you can. All involving Excel data manipulation. One company we spoke to–a $110M equipment leasing firm–has been looking for a way out of this Excel mess for three years.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 52

CFO Talks

JANUARY 21, 2025

But heres the twist: when you approach financial targets with the right mindset and the superpowers of project management, it stops being a dry numbers game and becomes a dynamic, almost thrilling, adventure. Risk management. Instead of panicking, they adjust the plan, rally the team, and keep things moving forward.

Budgeting 52

Budgeting Planning Invoicing Risk Management 52

PYMNTS

MARCH 10, 2020

In an interview with PYMNTS, Matt Wilcox, senior vice president of payments innovation at Fiserv , said recent data points show that an increasing number of financial institutions (FIs) are determined to satisfy a real demand for real-time transactions.

B2C 92

B2C Education Data Analysis Risk Management 92

PYMNTS

DECEMBER 9, 2020

Taking this retroactive approach to credit risk management was never efficient, but it has become even less feasible amid the pandemic. Consumers are more susceptible than ever to falling short on their monthly bills, leaving banks searching for more proactive ways to mitigate the risk of defaults.

Credit Risk 98

Credit Risk Banking Risk Management Planning 98

CFO Plans

OCTOBER 4, 2024

Financial Planning and Forecasting: Your Crystal Ball for Growth When it comes to financial planning for tech firms, it’s not just about numbers—it’s about seeing the future. Risk Management Consulting: Your Shield Against Uncertainty In the tech world, where change is the only constant, risk management consulting is your shield.

Management Consulting 52

Management Consulting Risk Management CFO Startups 52

PYMNTS

NOVEMBER 6, 2020

For instance, machine learning and other advanced technologies can boost fraud- and risk-management capabilities. The convergence of real-time needs and mobile technology means that merchants and their solution providers must change how they think about securing data flows – going beyond, say, biometrics or two-factor authentication.

Risk Management 109

Risk Management Securities Retail Accounting 109

PYMNTS

OCTOBER 27, 2016

. “Our pilot with Amazon Alexa is an exciting start into the journey towards virtual assistants and improved client interaction,” Dirk Klee, COO of UBS Wealth Management, said in an email statement to Business Insider. The service will be piloted with a select number of people in November.

Risk Management 76

Risk Management Startups Numbers Investments 76