Posts about "Finance"

6 tips for a successful Anaplan implementation

I’ve spent the last six years of my career leading projects and teams across Unum Group, a leader in employee benefits in the U.S. and U.K. I’ve worked in a variety of areas—including underwriting, claim operations, and corporate finance—and learned what makes a project succeed.At the recent Innovation in Financial Services event held by Anaplan in… read more →

Lionpoint Group helps private equity firms improve financial performance management

Henri Wajsblat, Anaplan’s Head of Financial Services Solutions, interviewed Anaplan partner and Lionpoint Group Executive Director Nick Moore about how new technology solutions can help the private equity sector improve performance management. At Hub17, Lionpoint Group launched the Theoretical Waterfall Anaplan app, designed to model and forecast returns of private equity funds.Over the last few… read more →

6 forecasting best practices from BetterVu

Now that we are entering the second quarter of the year, many finance teams are getting down to their first systematic reforecast, while more agile organizations that adopt a monthly rolling forecast may have already completed two or more. In our fast-moving business world, generating more frequent forecasts can bring obvious benefits. But according to… read more →

How financial institutions can avoid transfer-pricing risks

Henri Wajsblat, Anaplan’s Head of Financial Services Solutions, interviewed PwC operational transfer pricing expert Peter Barlow to learn how technology can help lower the risk associated with transfer pricing processes in financial institutions. Over the last few years, some international retail and consumer packaged goods firms made headlines due to their abnormally low income taxes,… read more →

Implementing next-generation integrated business planning—the Deloitte perspective

Merging upstream operational and financial planning to deliver integrated business planning (IBP) is hardly a new concept. The joint attractions of allowing managers to make better-informed decisions and enabling the enterprise to become more agile have meant the idea has been much discussed. Traditionally, however, IBP implementations were difficult and prohibitively expensive.Today, the advent of… read more →

CCAR: New twists on the road

Henri Wajsblat, Anaplan’s Director of Financial Services for Product Marketing, interviewed Comprehensive Capital Analysis Review (CCAR) subject-matter expert, Kenneth Gustin, Ph.D., about regulatory reporting programs in the U.S. banking industry and the new opportunities driven by recent technology innovations.Some might say that CCAR/DFAST (Dodd-Frank Act Stress Test) has become a mundane “commoditized” regulatory reporting exercise…. read more →