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Documents related to » chartered financial accountant cfa


Financial Reporting—Who Needs It?
Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools for management accounting. But financial reporting applications can elaborate financial statements for external users, helping organizations to share information as necessary and comply with disclosure requirements. TEC analyst Jorge García discusses the benefits of financial reporting tools.

CHARTERED FINANCIAL ACCOUNTANT CFA: Financial Reporting—Who Needs It? Financial Reporting—Who Needs It? Jorge García - June 14, 2011 Read Comments Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools to help with the technical processing of data (e.g., profit and loss reports, balance sheets, etc.) for the purpose of management accounting . And management can usually obtain whatever information they
6/14/2011 4:13:00 PM

Financial Fusion ~ E-Finance Wireless Leader?
Financial Fusion’s expands e-finance possibilities. From this point forward a client can bank anytime, anywhere, without limitation. (Of course your cell phone will not suddenly start spurting out cash….)

CHARTERED FINANCIAL ACCOUNTANT CFA: Financial Fusion ~ E-Finance Wireless Leader? Financial Fusion ~ E-Finance Wireless Leader? P. Hayes - April 6, 2000 Read Comments Event Summary WESTPORT, Conn., /PRNewswire/ -- Confirming its commitment to lead the e-finance marketplace into the rapidly emerging wireless marketplace, Financial Fusion, Inc. announced the formation of its new Web and Wireless Division along with the launch of its patent-pending Total Wireless product family - available for immediate implementation. Financial Fusion s focus
4/6/2000

Integrating Actuals into Financial Plans
Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting.

CHARTERED FINANCIAL ACCOUNTANT CFA: Integrating Actuals into Financial Plans Integrating Actuals into Financial Plans Source: Alight Document Type: White Paper Description: Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using
3/23/2010 1:18:00 PM

Top CRM for Financial Services
To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

CHARTERED FINANCIAL ACCOUNTANT CFA: Top CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier,
11/3/2009

Accounting and Financial Packages Accreditation Report: GMS Accounting Management Software
Organizations seeking the services of a value-added reseller (VAR), channel partner, implementer, vendor, or consultant require an evaluation of what this service provider has to offer. This report will assist organizations looking to determine the best-fit service provider for their implementation needs. Based on information provided to TEC by GMS Accounting Management Software (GMS) and its clients, this report focuses on real-life implementation projects delivered by the service provider to three of its existing clients.

CHARTERED FINANCIAL ACCOUNTANT CFA: Accounting and Financial Packages Accreditation Report: GMS Accounting Management Software Accounting and Financial Packages Accreditation Report: GMS Accounting Management Software Source: Technology Evaluation Centers Document Type: Accreditation Report Description: Organizations seeking the services of a value-added reseller (VAR), channel partner, implementer, vendor, or consultant require an evaluation of what this service provider has to offer. This report will assist organizations looking to
11/30/2011 3:27:00 PM

Financial Forecasting: Room for Improvement for People, Process and Technology
Preparing an accurate forecast in this volatile business climate is challenging. Still, it is critical for businesses to be able to predict outcomes for the next month, quarter or year, and be able to respond quickly when the actuals vary significantly from the forecast. Forecasting may be equal parts art and science, but the most dialed-in enterprises report using a solid, collaborative process for generating accurate forecasts.

CHARTERED FINANCIAL ACCOUNTANT CFA: Financial Forecasting: Room for Improvement for People, Process and Technology Financial Forecasting: Room for Improvement for People, Process and Technology Source: MindShare Document Type: White Paper Description: Preparing an accurate forecast in this volatile business climate is challenging. Still, it is critical for businesses to be able to predict outcomes for the next month, quarter or year, and be able to respond quickly when the actuals vary significantly from the forecast. Forecasting may be
2/14/2013 4:57:00 PM

The 2007 Microsoft® Office System in Financial Services
This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial institutions affect business performance with innovative and powerful enterprise capabilities that extend far beyond improving personal productivity.

CHARTERED FINANCIAL ACCOUNTANT CFA: The 2007 Microsoft® Office System in Financial Services The 2007 Microsoft® Office System in Financial Services Source: Microsoft Document Type: White Paper Description: This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial institutions affect business performance with innovative and powerful enterprise capabilities that extend far beyond improving personal productivity. The 2007 Microsoft® Office
11/25/2008 10:39:00 AM

Getting Strategic Planning and Financial Planning in the Same Bailiwick
To provide useful financial insight on projects, financial managers need to think about business strategy more like a series of options than a single projected cash flow. While the concepts of options are certainly familiar to most executives, the trick to valuing strategic choices lies in the complex and often overwhelming task of understanding the interaction between strategic options. This article provides a breakthrough planning approach for (1) rapidly realizing the business capabilities dictated by strategy (2) aligning process, technology and organization design and (3) through the financial lens of 'real options' shows how to quan

CHARTERED FINANCIAL ACCOUNTANT CFA: Getting Strategic Planning and Financial Planning in the Same Bailiwick Getting Strategic Planning and Financial Planning in the Same Bailiwick John Diezemann - October 1, 1999 Read Comments By partnering with operations on balanced scorecard initiatives, financial managers are helping their companies focus on critical business processes and gain consensus on the critical set of measures to help drive desired business results. In addition, with the explosion of Enterprise Resource Planning (ERP) and
10/1/1999

Financial Reporting, Planning, and Budgeting As Necessary Pieces of EPMPart One: Executive Summary
Enterprise performance management (EPM) is an emerging portfolio of applications and methodologies with business intelligence (BI) architectures and technologies at its core.

CHARTERED FINANCIAL ACCOUNTANT CFA: Financial Reporting, Planning, and Budgeting As Necessary Pieces of EPM Part One: Executive Summary Financial Reporting, Planning, and Budgeting As Necessary Pieces of EPM Part One: Executive Summary P.J. Jakovljevic - November 21, 2003 Read Comments Executive Summary While ERP/accounting back-office systems and analytics have been inseparable ever since the idea of business automation via IT formed way back in the 1960s, they have nonetheless had different user experiences, evolutionary paths, and so on.
11/21/2003

Financial Times Insight: Business Growth
Financial Times Insight: Business Growth.Secure Documents and Other Package to Use In Your Dynamic System of Financial Times Insight: Business Growth. Even in tough economic times, innovative small-to-midsized companies can still find opportunities for growth. Technology and business software solutions like enterprise resource planning (ERP), supply chain management (SCM), customer relationship management (CRM), product lifecycle management (PLM), and supplier relationship management (SRM) can help your company ride out the global economic downturn. Find out how.

CHARTERED FINANCIAL ACCOUNTANT CFA: Financial Times Insight: Business Growth Financial Times Insight: Business Growth Source: SAP Document Type: White Paper Description: Even in tough economic times, innovative small-to-midsized companies can still find opportunities for growth. Technology and business software solutions like enterprise resource planning (ERP), supply chain management (SCM), customer relationship management (CRM), product lifecycle management (PLM), and supplier relationship management (SRM) can help your company ride out
12/11/2008 10:39:00 AM

TEC 2013 Market Survey Report: What Organizations Want in Accounting and Financial Software
Looking for an accounting and financial solution? This report can help you spot trends in the accounting and financial software space. See what your peers and competitors are looking for in those solutions, so you can develop a good understanding of what accounting and financial software vendors offer, what other companies have identified as important requirements, and what functionality might be a good fit for your company.

CHARTERED FINANCIAL ACCOUNTANT CFA: TEC 2013 Market Survey Report: What Organizations Want in Accounting and Financial Software TEC 2013 Market Survey Report: What Organizations Want in Accounting and Financial Software Source: Technology Evaluation Centers Document Type: TEC Report Description: Looking for an accounting and financial solution? This report can help you spot trends in the accounting and financial software space. See what your peers and competitors are looking for in those solutions, so you can develop a good understanding of
4/22/2013 4:06:00 PM


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