Posts

Bank CFO

Top Cloud-based Financial Planning and Analysis Budget Tools for Banks

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This article will focus on the Top Cloud-based Financial Planning &Analysis (FP&A) Budget Tools for Banks. The way things used to be – When I first got into building a budget for a bank, we were using Lotus 1-2-3 spreadsheets…
Bank CFO

Cloud Reporting for Banks

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This article will focus on Cloud Reporting for Banks. Just what is Cloud Reporting? – TechTarget defines Cloud Analytics as a service model in which the reporting and analysis process are provided through a public or private cloud.  These…
Bank CFO

Web-based Reporting for Banks

This article will focus on Web-based Reporting for Banks. Who cares about web-based reporting for banks? When we think about reporting for banks, we often think about accountants, controllers, and CFO’s.  According to The Wharton School,…
Bank CFO

Financial Planning and Analysis (FP&A) Tools for Banks

Bank CFO

Improve KPIs with Dashboards for Banks

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Bank CFO

What should I be looking for in a Performance Management Tool for Banks?

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This article will focus on what you will be looking for in a Performance Management Tool for Banks.   What is Performance Management?  According to the Harvard Business School, performance measurement focuses on four main areas: -Communicating…
Bank CFO

Financial Reporting for Banks is Not Just Looking Backwards Anymore!

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This article will focus on how Financial Reporting for Banks has changed overtime to be more forward looking. Tell me what happened:  When I first started out as an Accounting Manager for a large regional bank, my job was to create monthly…
Bank CFO

How Microsoft Excel Reporting for Banks Has Evolved

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This article will focus on Microsoft Excel Reporting for Banks and how it has evolved over time. Origins:  I met Harold as my new boss in 1989 when I became Controller for a small subsidiary of a bank.  At the time, I was a Lotus 1-2-3…