Jedox Finance

JANUARY 12, 2022

The answer to these questions and more: a solid financial plan. What is the corporate financial planning process? What is the goal of corporate financial planning? The importance of financial planning for your company. Types of corporate financial planning. Steps in the financial planning process.

Planning 138

Planning Profit and Loss Sales Investments 138

Nerd's Eye View

FEBRUARY 11, 2025

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Planning 65

Planning Valuation Sales Investments 65

CFO Dive

MAY 26, 2023

As consumer spending slumps, the bulk retailer is holding back on its plans to boost membership fees and aiming to grow e-commerce and mobile sales.

Sales 278

Sales Retail Planning 278

CFO News Room

FEBRUARY 5, 2022

The plan is aimed at helping Covid-hit SEZs better utilise their idle capacities and improve sales. The plan is aimed at helping Covid-hit SEZs better utilise their idle capacities and improve sales. Their domestic sales would soar substantially if the tax incidence drops, industry executives reckon.

Sales 130

Sales Manufacturing Budgeting Economics 130

Global Finance

DECEMBER 5, 2024

Factors contributing to the losses included decreased total sales; increased fixed asset deterioration, especially in hydrocarbon processing plants; and losses on foreign exchange. Pemexs total sales were 7.7% The plan seeks to reduce inefficiencies, diversify energy sources, and pay down debt while protecting output levels.

Foreign Exchange 109

Foreign Exchange Concentration Budgeting Finance 109

Navigator SAP

AUGUST 12, 2022

Enterprise resource planning software, with its ability to manage production, planning, purchasing, accounting, manufacturing, sales, distribution, customer service, and every other aspect of business, used to be a privilege reserved only for big corporations.

SAP 246

SAP Manufacturing Sales Planning 246

Nerd's Eye View

FEBRUARY 25, 2025

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.

Planning 59

Planning Leadership Leverage Sales 59

Navigator SAP

APRIL 19, 2024

Integrations are essential components of enterprise resource planning solutions (ERP). They are designed for running a business-end-to-end and encompassing all areas of operations including sales, production, financial management, human resources, and other parts of a business. ERP systems are broad.

SAP 276

SAP Sales Planning 276

Nerd's Eye View

SEPTEMBER 13, 2023

In particular, financial advisors who offer ongoing services to clients can focus on 3 key areas that are unique to service-based sales as part of a successful sales strategy.

Sales 98

Sales Planning Communication Leverage 98

Navigator SAP

JUNE 25, 2024

The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software. Navigator Business Solutions has been named to Bob Scott’s Top 100 VARs for 2024.

Sales 219

Sales Accounting Planning 219

Nerd's Eye View

MAY 29, 2024

And while many businesses can build up substantial value over the years, the downside is that, when that value is realized upon the sale of the business, a large amount of it is treated as taxable income. One way to reduce the tax impact of selling a small business is by using an installment sale. Under IRC Sec. Under IRC Sec.

Sales 98

Sales Credit Risk Investments Accounting 98

Global Finance

SEPTEMBER 5, 2024

Klarna Group, Europe’s leading payment solutions disrupter, is exploring a secondary share sale ahead of its 2025 initial public offering in the US. The planned listing will shape the next phase in Klarna’s global expansion. The post Klarna Considers Share Sale Ahead Of Listing In US appeared first on Global Finance Magazine.

Sales 105

Sales Valuation Startups Finance 105

Global Finance

JULY 23, 2024

The plan by the Big Three banks to unwind their cross-shareholdings points to a long-awaited turn to better corporate governance. Mitsubishi UFJ Financial Group said it plans to sell $2.2 The post Japan Megabanks’ Strategic Share Sale Marks Big Priority Shift appeared first on Global Finance Magazine. billion by March 2025.

Sales 111

Sales Banking Investments Planning 111

Fpanda Club

JANUARY 23, 2025

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Yet, many organizations exclude FP&A from these discussions, leaving marketing or sales teams to make decisions without a detailed financial perspective.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Barry Ritholtz

JANUARY 17, 2025

and that we all need to understand about money, life satisfaction, and planning. Previously, he served as President, overseeing Barings investments, sales, operations, and technology organizations. Last summer, Jonathan received a terminal diagnosis and announced it at his site and on social meda. He explains why Dying is hard work.

Education 128

Education Investments Finance Sales 128

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

Global Finance

MAY 14, 2024

The companies plan to expand sales to the Middle East, Africa, India, and other regions in late 2024, but not in the United States, the companies said. The post Stellantis, Leapmotor Partner On Chinese EV Sales In Europe appeared first on Global Finance Magazine.

Sales 96

Sales Finance Planning Marketing 96

CFO Thought Leader

JANUARY 5, 2025

In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of businesss most critical challenges: aligning sales, operations, and finance around a common goal.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

Navigator SAP

APRIL 29, 2022

You implemented your enterprise resource planning (ERP) system because you wanted your business to operate more efficiently, with stronger and more automated controls—and, of course, you wanted to reap cost savings from those benefits. But are you getting what you need from your system?

Sales 235

Sales Planning 235

Barry Ritholtz

MARCH 31, 2025

But the way this sell-off feels, and especially how sentiment measures from consumers and CFOs are running on future spending plans and CapEx plans, implies the market is fearing something wicked this way comes. I understand that any VAT or sales tax is agnostic as to place of production, while tariffs are not.

Economics 117

Economics Entertainment Education Marketing 117

Navigator SAP

JULY 22, 2022

One of those areas being considered for the cloud is enterprise resource planning software (ERP), for example. Both come highly recommended for SME owners, but a key decision to be made before adopting one is whether to run them on-premise or in the cloud.

SAP 241

SAP Budgeting Sales Planning 241

CFO Thought Leader

DECEMBER 1, 2024

In this episode of Planning Aces , Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). David Morris (Guardian Pharmacy Services): Shares Guardian’s journey to IPO, emphasizing data infrastructure and rigorous planning.

Technology 52

Technology CFO Leverage Finance 52

Navigator SAP

JUNE 24, 2022

Today, life sciences firms need the power and features of industry-standard enterprise resource planning software such as SAP Business ByDesign. Better Financial Planning Many businesses uses QuickBooks or Xero for financial management. When that is lacking, situations arise like what happened recently at Public Health England.

Pharmaceutical 246

Pharmaceutical SAP Manufacturing Compliance 246

Nerd's Eye View

NOVEMBER 22, 2023

In this guest post, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, discusses in depth the various stages of buying, selling, and merging an investment advisory and financial planning business. Read More.

Sales 98

Sales Compliance Economics Investments 98

Navigator SAP

DECEMBER 13, 2024

Consumers want environmentally friendly products, and delivering on these wants both helps sales and creates added brand differentiation. An enterprise resource planning solution (ERP) can help a CPG business get there. For a CPG business, taking part in the circular economy is increasingly important.

Sales 196

Sales Planning Marketing 196

Global Finance

JANUARY 2, 2025

One is that the failure rate of acquisitions is 70% to 75%, where those acquisitions dont increase sales or decrease costs or create shareholder value. If you look at buyers in general, their operating position, their earnings, their sales, are weakening over time. We found some amazing things.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

CFO Thought Leader

MARCH 28, 2025

In this episode of Planning Aces , three forward-looking finance leaders share how theyre transforming planning and forecasting inside their organizations. Meanwhile, Gabi Gantus of Mytra AI draws on her Tesla FP&A roots to illustrate how finance can lead long-term operational planning.

CFO 45

CFO Forecasting Manufacturing Finance 45

Centage

AUGUST 8, 2023

Worse, when your company is ready to migrate to a new financial model, like rolling forecasts and scenario planning , or report on company performance, Excel may hold you back from making the leap to move your company forward. If scenario planning is something that would benefit your company, spreadsheets can slow down that process, too.

Budgeting 98

Budgeting Planning Forecasting Financial Modeling 98

CFO Talks

FEBRUARY 5, 2025

A good budget helps a company plan its spending, control costs, and make smart decisions. 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.

Budgeting 52

Budgeting SAP Financial Data Planning 52

Nerd's Eye View

JANUARY 28, 2025

We also talk Kay Lynn's current role managing her firm's mergers and acquisitions activity (including how she and her business partner decided to sell their previous firm to Merit rather than go through their own internal succession), why Kay Lynn sees more value in selling firms when their G2 advisors are also equity owners, even if the founder is (..)

Leadership 59

Leadership Valuation Planning Sales 59

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? According to Gartner, 53% of organizations do not fully achieve their strategic objectives, often due to poor planning. Use past data to predict future performance.

Financial Planning and Analysis (FP&A) 52

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

Navigator SAP

OCTOBER 28, 2022

Like tax planning, landed costs are a subtle but important business consideration for maximizing profit margins and ensuring profitability. Sales are global, and supplier relationships are even more so. It seemed like an efficient purchase order. But few businesses are in that situation today.

SAP 188

SAP Tax Planning Sales Planning 188

CFO Thought Leader

FEBRUARY 5, 2025

Rather than rely on rigid processes, he tells us he has depended on real-time data analytics and iterative planning to guide strategic pivots. In retail, we offer an end-to-end point-of-sale solution that can be implemented as a traditional system, a mobile solution, or (on a proprietary) Q-post system.

Leadership 99

Leadership CFO Finance Startups 99

Bramasol

JANUARY 28, 2025

SAP S/4HANA Cloud Private Edition also introduced new features, including AI-assisted master data governance, AI-assisted sales order fulfillment monitoring, AI-assisted conversational planning, and more. During the same timeframe, 60% of S/4HANA sales were to new clients, with 41% opting for RISE and 45% selecting GROW.

SAP 69

SAP Data Analysis Leverage Manufacturing 69

E78 Partners

FEBRUARY 26, 2025

Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,

Financial Planning and Analysis (FP&A) 59

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

CFO Simplified

JANUARY 23, 2025

A crucial component to revitalizing your business in the new year is ensuring you have a clear plan of action. Proactively arrange a meeting with your bank to discuss your plans, concerns, and the support youll need to achieve your goals. Take time to analyze current sales, expenses, and net income.

Cash Flow Forecasting 52

Cash Flow Forecasting Communication Budgeting Forecasting 52

CFO Thought Leader

NOVEMBER 3, 2024

In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. The CFOs discuss how setting clear constraints enhances strategic planning and drives more thoughtful decision-making.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Strategic Planning CFO Education 52