For many organizations, closing the books at the end of a financial period remains a time-consuming, cumbersome and stressful process with late nights for staff and seemingly endless re-checking of information.In high-growth organizations, where there …
The CFO role faces a plethora of pressures. As the job evolves from that of a traditional finance and accounting executive to a broadly strategic function within enterprises, fundamental changes in business models and non traditional challengers requir…
Automation has been finding its way into nearly every corner of business, but now finance executives and teams are keenly interested in applying automation’s power to accounts receivable. In this white paper for CFOs, controllers and other financ…
Digital capabilities and mobile technologies are changing the way financial services firms worldwide are doing business. Credit unions should be no exception. Fully leveraging this consumer-led digital transformation may seem like a near-impossible …
Gone are the days when hedge funds or real estate holdings in a retirement portfolio were considered unusual. According to Investment News’ Alternatives in the Mainstream report, average allocations to alternatives could increase from 10% to 14% …
Yesterday’s “sensible” blend of bonds, equities and cash isn’t necessarily considered a well-diversified portfolio by financial advisors today. Given the unexpected correlation of equity and bond markets to the 2007-2009 downtur…
Finding ways to capitalize on industry transformations and the opportunities they represent should be incorporated into your organization’s strategic planning efforts. Not only does a strategic planning process help your organization to define bi…
Download a template created by finance expert and Microsoft Excel MrExcel.com forum master Jason Yablinsky. Jason is known throughout the spreadsheet community as one of the best problem solvers for rookie and expert Excel users alike. To use …
As the office of the controller becomes ever more strategic—creating higher levels of financial visibility to help drive growth and profitability—the financial organization’s relationship to the controller role must evolve as well. Sp…
Think that’s complicated? Now add frequent change to the equation. A monthly financial check-in isn’t good enough for today’s CFO. You need the agility to make decisions at a moment’s notice—and those decisions must be bas…
