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Documents related to » Financial Advisor RFP


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.

FINANCIAL ADVISOR RFP: 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

Standards for Financial Plans
Discover the standards for financial plans.You'll wonder how you ever managed without it.Free white papers Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet financial plans are all over the map—no rules, no procedures, no consistent formatting, and minimal GAAP accounting. This white paper proposes standards that can help entrepreneurs and small business owners create, format,and manage financial plans.

FINANCIAL ADVISOR RFP: Standards for Financial Plans Standards for Financial Plans Source: Alight Document Type: White Paper Description: Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet financial plans are all over the map—no rules, no procedures, no consistent formatting, and minimal GAAP accounting. This white paper proposes standards that can help entrepreneurs and small business owners create, format,and
3/23/2010 1:21:00 PM

Financial ISV Partnership
Increasingly complex financial instruments, a global customer base, and a more stringent regulatory environment are making financial services companies more dependent on cutting-edge software products to maintain their lead in the markets. This white paper discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a more complete product.

FINANCIAL ADVISOR RFP: Financial ISV Partnership Financial ISV Partnership Source: Xoriant Corporation Document Type: White Paper Description: Increasingly complex financial instruments, a global customer base, and a more stringent regulatory environment are making financial services companies more dependent on cutting-edge software products to maintain their lead in the markets. This white paper discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a
3/4/2010 4:31:00 AM

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.

FINANCIAL ADVISOR RFP: 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

Block Unprecendented Assault on Your Customers Personal and Financial Data
Find out more in winning the pci compliance battle, a practical guide to pci compliance, including a comprehensive plan for the secure handling, pr...

FINANCIAL ADVISOR RFP: Your Customers Personal and Financial Data Block Unprecendented Assault on Your Customers Personal and Financial Data If some of the biggest names can get caught off guard, how can you prevent it from happening to you? Bank of America, Citigroup, Polo Ralph Lauren, Hotels.com, and CardSystems Solutions have all suffered negative publicity and financial losses due to a major data security breach. You can protect yourself—with the industry s easiest, most cost-effective and highly automated solution
12/29/2008

Not Small Change: World-class Financial Automation Delivers Dramatic Benefits
Not Small Change: World-class Financial Automation Delivers Dramatic Benefits. Find Free Proposal and Other Solutions to Define Your Implementation In Relation To World-class Financial Automation and Value Chain. Automating finance processes—such as closing the books, reporting, and other labor-intensive processes—reduces finance costs. By streamlining financial processes, you can spend more time on higher-value responsibilities and help ensure your company has a competitive advantage. Find out about the financial solutions many financial managers are implementing to automate their financial processes and financial transactions.

FINANCIAL ADVISOR RFP: Not Small Change: World-class Financial Automation Delivers Dramatic Benefits Not Small Change: World-class Financial Automation Delivers Dramatic Benefits Source: SAP Document Type: White Paper Description: Automating finance processes—such as closing the books, reporting, and other labor-intensive processes—reduces finance costs. By streamlining financial processes, you can spend more time on higher-value responsibilities and help ensure your company has a competitive advantage. Find out about the
3/16/2009 9:25:00 AM

Employee Fraud within Financial Services
Financial service institutions spend thousands of dollars every year on securing their networks from external breaches, but often fail to think about possible internal threats. Employee fraud has become a growing problem in the financial sector—one that many institutions are not fully prepared to handle. Implementing automated detection technologies, however, can be their first line of defense to eradicating this problem.

FINANCIAL ADVISOR RFP: Employee Fraud within Financial Services Employee Fraud within Financial Services Source: Actimize Document Type: White Paper Description: Financial service institutions spend thousands of dollars every year on securing their networks from external breaches, but often fail to think about possible internal threats. Employee fraud has become a growing problem in the financial sector—one that many institutions are not fully prepared to handle. Implementing automated detection technologies, however, can be
10/8/2007 5:08:00 PM

Accelerating the Financial Close: CFOs’ Insights into the Benefits of a High-quality Close
We interviewed CFOs at complex multinational companies to learn what they see as key to accelerating their consolidation and close processes, along with the challenges they face. They see their ability to conduct a high-quality close as a competitive advantage, rather than simply a regulatory obligation. A well managed close process is also important for building investor confidence in the company. Find out more. Download this report now.

FINANCIAL ADVISOR RFP: Accelerating the Financial Close: CFOs’ Insights into the Benefits of a High-quality Close Accelerating the Financial Close: CFOs’ Insights into the Benefits of a High-quality Close Source: SAP Document Type: White Paper Description: We interviewed CFOs at complex multinational companies to learn what they see as key to accelerating their consolidation and close processes, along with the challenges they face. They see their ability to conduct a high-quality close as a competitive advantage, rather
7/25/2011 3:53:00 PM

Choosing the Right Financial Performance Management Solution
It doesn’t make sense to buy software based on price alone. Selecting a specific preferred vendor or spending as little as possible is the wrong choice if people will not use the purchased product and it winds up as “shelfware,” or if it hampers productivity and is an ongoing drain on resources. Learn the five questions financial professionals should ask before choosing a financial performance management (FPM) solution.

FINANCIAL ADVISOR RFP: Choosing the Right Financial Performance Management Solution Choosing the Right Financial Performance Management Solution Source: IBM Document Type: White Paper Description: It doesn’t make sense to buy software based on price alone. Selecting a specific preferred vendor or spending as little as possible is the wrong choice if people will not use the purchased product and it winds up as “shelfware,” or if it hampers productivity and is an ongoing drain on resources. Learn the five questions
6/23/2010 2:29:00 PM

Accelerating the Financial Close: CFOs’ Insights into the Benefits of a High-quality Close
We interviewed CFOs at complex multinational companies to learn what they see as key to accelerating their consolidation and close processes, along with the challenges they face. They see their ability to conduct a high-quality close as a competitive advantage, rather than simply a regulatory obligation. A well managed close process is also important for building investor confidence in the company. Find out more. Download this report now.

FINANCIAL ADVISOR RFP: Accelerating the Financial Close: CFOs’ Insights into the Benefits of a High-quality Close Accelerating the Financial Close: CFOs’ Insights into the Benefits of a High-quality Close Source: SAP Document Type: White Paper Description: We interviewed CFOs at complex multinational companies to learn what they see as key to accelerating their consolidation and close processes, along with the challenges they face. They see their ability to conduct a high-quality close as a competitive advantage, rather
7/25/2011 3:53:00 PM

Financial Excellence: Closing Your Books Quickly
Find out in the white paper the financial close: optimizing performance and driving financial excellence.

FINANCIAL ADVISOR RFP: Financial Excellence: Closing Your Books Quickly Financial Excellence: Closing Your Books Quickly Thanks to time-consuming and labor-intensive compliance regulations—such as Sarbanes-Oxley (SOX)— producing quality financial statements and closing your books quickly is more difficult than ever . And the stakes are high. A fast financial close offers you time and cost savings; better relations with shareholders, investors, and regulatory agencies; timely, better-informed management decisions; more time
9/1/2009


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