CFOs today face unprecedented challenges. Balancing evolving technologies, navigating global financial uncertainty, and driving enterprise goals demands innovative solutions beyond traditional financial oversight. At Clarendon Partners, our FP&A as a Service equips CFOs to drive growth, strengthen resilience, and boost profitability. Here’s how we help organizations navigate complex financial challenges: Building a Capacity Model for Professional Services: We’ve partnered with a client seeking better insights into their professional services operations. By creating a demand and supply-driven capacity model, we enabled them to build their FY25 budget with confidence. This model aligns resources with business demand while maintaining flexibility for the future. For a company that previously faced negative margins and struggled to re-forecast regularly, this impact has been transformative, enabling them to plan for positive margins, align resources effectively, and maintain flexibility with a dynamic model that updates monthly. Centralizing Consolidated Reporting: An organization facing challenges with disparate ERP systems sought the Clarendon Partners team to help streamline their reporting process through a robust EPM tool. We’re guiding them through detailed requirements gathering, vendor contract negotiations, and project managing the implementation of the new system. Leveraging our years of experience with these tools, we are providing subject matter expertise and best practices to ensure a successful implementation. This approach ensures their investment in a new technology stack is fully realized. We’re helping clients navigate financial complexities with tailored solutions that drive impact from streamlining processes to implementing strategic tools, we’re empowering organizations to turn challenges into opportunities and unlock their full potential. Reach out to our team to see how we can help your organization overcome financial challenges, optimize processes, and drive sustainable growth. #CFOLeadership #FinancialTransformation #FPAasAService #ERPOptimization
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The CFO and IT department need to be more aligned than ever. 💼💻 Why? Because financial strategies and technology initiatives are increasingly intertwined. When these two teams communicate regularly, it leads to better financial planning, streamlined operations, and more informed decision-making across the organization. IT is the backbone of your financial infrastructure, from ERP systems to data security. Without consistent dialogue between the CFO and IT, you risk misaligned priorities, inefficient processes, and lost opportunities for growth. When CFOs and IT leaders collaborate, the entire business benefits from greater agility, better resource allocation, and a stronger competitive edge. 🚀 Keep the lines of communication open—it’s the key to long-term success. 📈 #FinanceAndIT #CFO #ITStrategy #DigitalTransformation #BusinessAlignment #CFOLeadership #TechSavvyFinance #ERP #NetSuite #BusinessGrowth #RoundTableStrategy
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🚀 Unlock Success with FP&A for Midsize Companies! 📈 Financial Planning & Analysis (FP&A) is essential for midsize companies looking to thrive! Here’s how it benefits growth: 1. Improved Cash Flow: Prioritize expenses and ensure liquidity 💸 2. Data-Driven Decision-Making: Utilize real-time data to stay competitive 🔍 3. Strategic Focus: Identify growth opportunities and align goals 🏆 4. Risk Mitigation: Proactively address challenges and diminish uncertainty 🌐 With tools like #NetSuiteEPM, harness these insights for more robust growth! Curious to learn more? 🌐 Learn from world expert Gary Cokins on this interview with EPM for NetSuite Nordics where he assures that if more than 25 employees, an FP&A process should be put in place: https://lnkd.in/dh8u_-rX Or read the full article here: https://lnkd.in/duC7NgT7 Image: Key Principles of Effective Financial Planning & Analysis by IMA. #NetSuiteEPM #FPandA #2025_Financial_Planning
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🔥Reminder: FREE WEBINAR is waiting for you! Is your budgeting process ready for a transformation? Don't miss out on the chance to empower your accounting team and elevate your financial insights with Infor EPM. Here's a glimpse of what awaits you: ✔️Insights into budgeting's crucial role in today’s fast-paced business environment ✔️Unveiling the flaws of traditional budgeting methods and best practices ✔️Energizing your finance team with cutting-edge budgeting tools ✔️Introducing Infor EPM as your key to financial success ✔️Real-world success story: Witness the impact of Infor EPM on a client’s budgeting process 📍Meet Our Speakers Rick Yvanovich: Founder & CEO, TRG International Peter Chapman: Solution Expert, TRG International Don't Miss Out! 📆Date: 25 July 2024 ⌛Time: 10:00 AM - 10:45 AM (GMT+7) It could be interesting for: CFO/FC: Seeking solutions to enhance processes for better, quicker, and more flexible results CEO/COO: Interested in cost-saving strategies and improved goal-strategy alignment 🚨 Register now and revolutionize your budgeting approach with Infor EPM: https://bit.ly/3WgS5jX P.S. Share this golden opportunity with your peers who could benefit from upgrading their budgeting processes with Infor EPM. #TRGInternational #EPM #InforCloud #Webinar
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📥 Download the whitepaper and learn how you can streamline financial management processes in your organization using OneStream's analytical solutions in collaboration with PwC Polska experts 👉 https://bit.ly/3BukvQM 🔺In an era of unlimited access to information, finance acts as a catalyst, analyst, and advisor, providing business leaders with essential insights for rapid action. EPM tools support this process by combining historical data with prescriptive analysis, enabling decisions to be based on verified data and effectively planning future actions. Discover the details in this white paper from PwC. Build the finance of the future with FP&A supported by modern technologies. 💠 Learn more during the conference on October 29 in Warsaw. Register here: https://bit.ly/3XHx42E #TakeFinanceFurther #FutureOfFinance #CFO
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From #forecasting to the financial close, NetSuite Enterprise Performance Management unites core financial processes in one place. See how it can improve your business’s agility on May 30: ✅ https://lnkd.in/gFeBPcF2 #Finance
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Introducing our latest e-book, created in partnership with SAP: "CFO Perspectives: Unlocking Insights Through Conversation – 2024 Challenges and Perspectives." 📖 This e-book features expert insights on: 🎯 Priority topics on CFOs’ agendas in 2024 🌱 Working capital and ESG 💡 Leveraging technology to control costs amid economic challenges 🤝 The importance of collaboration between CFOs and CIOs Are you prepared for the finance landscape of 2024? 🔑 Unlock the power of cash and gain invaluable insights to navigate the complexities of finance in 2024. Access your copy now: https://t.ly/GCIre #CFO #FinanceLeadership #FinancialHealth #2024Challenges #CFOInsights
CFO perspectives: unlocking insights through conversation | Taulia
taulia.com
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Advancements in data collection and processing has given modern finance leaders the power to harness new insights, navigate risk and make informed decisions faster than competitors. This development has propelled many finance leaders to overhaul their current ERP systems, but it's a big step. Choosing the wrong ERP system can leave finance teams feeling disappointed and fatigued. Read on to learn the best way to invest in your EPM platform. https://ow.ly/zjIi50THfnq #TakeFinanceFurther #ModernCFO #Technology
OneStream Software on LinkedIn: #takefinancefurther #moderncfo #technology
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🌟 Exciting Partnership Announcement: Launch of Global FP&A and Consolidation Product Advisory Service 🚀 🎉 I am delighted to announce an exciting partnership with Finance Communitas. Together, we are launching our Global FP&A and Consolidation Product Advisory Service. 🌐 🌟 Our Vendor Selection Services are expertly designed to navigate organisations through the complex EPM solutions market, ensuring alignment with your specific needs in Financial Consolidation, Reporting, Budgeting, Forecasting, and Planning. This comprehensive service includes: • Comprehensive Market Analysis • Customised Vendor Shortlisting • Facilitated Evaluation & Selection • Implementation Oversight 🤝 This partnership harnesses the synergy between Finance Communitas’s network of over 30,000 Finance Professionals, including CFOs, Finance Leaders, and Finance Experts, and my own community of 70,000+ professionals across various social networks. Together, we bring an unparalleled depth of knowledge and expertise to the table. 🤔 If you’re struggling to find the right EPM solution for the Office of the CFO, reach out for independent, cost-efficient guidance tailored to your unique requirements. 📈 🔗 For more details, visit the Finance Communitas website: https://lnkd.in/eUZQHWWb 👨🏫 Join our series of 6 free webinars that tackle crucial topics such as economic volatility, finance transformation, AI, cybersecurity, and ESG. Register here: https://lnkd.in/ezxV6mPF 💡 Partnering with us means accessing extensive market know-how and a deep understanding of vendors and their solutions, ensuring you receive customised, effective outcomes. 🌍 👋 For further information or to discuss your needs, feel free to contact us through our contact page: https://lnkd.in/eUZQHWWb Let’s optimise your FP&A and Consolidation Systems together for today’s dynamic business environment! 🚀🌟 #FPandA #FinancialPlanning #Consolidation #EPM #FinanceCommunitas #FinTechLinker #SoftwareAdvisory #BusinessTransformation #FinanceInnovation #Webinar
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Infor EPM's planning process is integrated with financial reporting and analysis and workforce-related costs, so your organization’s management team can gain improved visibility into all financial processes, more accurate forecasts, better auditability and the power to handle whatever challenges come their way. Reach out to kumar.iyer@astral-consulting.com for a Demo. #Inforepm #financialreporting #planningprocess #astralmanagement #accurateforecasts #infor #goldchannelpartner
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