HR and Finance: How Collaborative Workforce Planning Drives Enhanced Business Performance via Planful: https://bit.ly/42xz5QU "HR and Finance: How Collaborative Workforce Planning Drives Enhanced Business Performance: On the surface, a strong relationship between HR and Finance might seem like oil and water. One function deals with people, while the other deals with dollars. Dig a little deeper, and it’s clear these two functions depend on each other to support their strategic goals and overall business performance. Workforce planning is a crucial area where HR and Finance can collaborate to align on their organization’s most valuable assets — its people. In this article, you’ll learn what workforce planning is and why Finance is critical to the process. Plus, read about collaborative workforce planning in action at one of Planful’s customers." READ MORE HERE: https://bit.ly/42xz5QU IFI is a team of accounting, planning & CRM FinTech professionals. We help complex customers implement advanced integrated back-office systems that deliver business insights. If we can help you, please contact us at (949) 556-3699 or info@IFIprofessionals.com. #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation
IFI Professionals (an Incubator Finance, Inc. business)
Accounting
Orange County, California 1,330 followers
IFI provides outsourced accounting, planning, and CRM transformation services to growing small to medium businesses.
About us
We are an outsourced accounting and business transformation consulting company. Our clients look to us to transform their accounting, operations, budgeting, planning and forecasting for their growing small to medium size businesses to deliver the insights they need without superhuman efforts using complex spreadsheets. We will improve your teams efficiency and flexibility as the catalyst for the change and or growth that you have planned. We support our clients on their journey to make the business better every day by a phased process improvement and automation methodology. Our clients can then achieve greater performance; flexibility and growth because they are have the visibility and control that previously could only be achieved by them being involved in the core of the day-to-day activities of their business. Our team consists of certified accounting and operations transformation people who enjoy what they do because we get to make a game changing difference for the people we work with. We apply our understanding of the capabilities and application of best-in-class cloud software delivered using our unique Catalyst180 services methodology. We service clients in industries including:- Professional Services, like Marketing, Engineering, Consulting, Software and Financial Services. We also work with Clients in the Healthcare, Construction, Restaurant, Not-for-Profit, Real Estate, Construction & Family Office industries.
- Website
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http://www.IFIprofessionals.com
External link for IFI Professionals (an Incubator Finance, Inc. business)
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- Orange County, California
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Finance, Operations Streamline, Software, Technology, Operations, Outsource Finance, Virtual Controller, Cloud Technologies, Paperless solutions, Continuous Close, Accounting, Best Practices, Bookkeeping, SageIntacct, Outsourced Accounting, Consulting, Information Technology Services, FinTech, FPandA, and Management Consulting
Locations
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Primary
23986 Aliso Creek Rd
Suite 446
Orange County, California 92677, US
Employees at IFI Professionals (an Incubator Finance, Inc. business)
Updates
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WE'RE HIRING!!! System Integration Consultant! Full-time, 100% Remote Opportunity! Come and Experience the IFI Employee Way! For more information, please visit: https://lnkd.in/g8gqxFY #IFI #IFIProfessionals #VirtualEmployer #BestRemoteEmployer #BestPlacesToWorkEmployer #GreatPlaceToWorkCertified #FortuneTop100SmallBusinessWorkplace #WereHiring #PhilanthropicCompany
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From the IFI Professionals Blog, Continuous Financial Planning – A Guide: https://bit.ly/2SU75aZ. "Understanding your organization’s financial IQ is the first step as you undertake a Continuous Planning initiative. At this assessment stage it’s crucial to view Continuous Planning as a journey that finance leaders want to start. To achieve Continuous Planning finance must lead the organization to effectively address the People, Process and Technology challenges of the journey. Finance leaders are aware of the pain they’re experiencing in planning, close, and reporting. They understand that they’re challenged with spreadsheets or developing budgets with educated guesses because they cannot get actuals fast enough. Identifying your pain points is essential, but it’s also important to understand the entire journey to achieve Continuous Planning." IFI is a team of accounting, planning & CRM FinTech professionals. We help complex customers implement advanced integrated back-office systems that deliver business insights. If we can help you, please contact us at (949) 556-3699 or info@IFIprofessionals.com. #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation #PlanningSoftware
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Please help us welcome our new System Transformation Consultant, Yuriy! Yuriy is a process oriented professional and people leader, with over 10 years of experience in aviation industry operations. He started his career as a manufacturing engineer with a focus on design and deployment of lean flow assembly lines for new and legacy hardware. After acquiring an MS degree in Management and Leadership he moved to a supervisory role with a focus on people and process optimization. In his most recent company, he held a management position focused on people, programs, and product development. His communication and influence spanned across multiple global facilities and a plethora of internal and external customers at all levels of the company. We are so thrilled to have Yuriy on the IFI Professionals Team! #IFI #IFIProfessionals #VirtualEmployer #BestRemoteEmployer #BestPlacesToWorkEmployer #GreatPlaceToWorkCertified #FortuneTop100SmallBusinessWorkplace #WereHiring #PhilanthropicCompany
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ERP software: 8 benefits of Enterprise Resource Planning systems via Sage: https://bit.ly/3SzpC79. "Keeping your business profitable takes continuous management of all the resources that make it up. Letting this slip leads to inefficiency, which increases your costs and reduces revenue. There are many ways for you to stay on top, but as your business grows, this can get more complex. Before you know it, you’re juggling product stock, cash flow, and people challenges all at the same time, with no way of improving these areas and ensuring they work together. Enter enterprise resource planning (ERP) software. In this article, we’ll explore what this type of software is and how it can benefit your business no matter how big it grows. What is ERP? Enterprise resource planning (ERP) software lets you integrate and manage all your core business processes in real time. That includes everything from finance and HR to supply chain and customer relationship management. In other words, ERP acts as a central, unified hub that connects your data and lets you improve processes across many areas of operations. Where some businesses have specialist solutions in each department (e.g. one for paying employees, one for managing stock levels, and another for storing customer details), ERP users have the advantage of keeping everything connected. This brings many benefits, particularly to complex, medium-sized businesses that struggle to extract the full value of multiple separated solutions." READ MORE HERE: https://bit.ly/3SzpC79 IFI is a team of accounting, planning & CRM FinTech professionals. We help complex customers implement advanced integrated back-office systems that deliver business insights. If we can help you, please contact us at (949) 556-3699 or info@IFIprofessionals.com. #ERPSoftware #EnterpriseResourcePlanning #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation
ERP software: 8 benefits of Enterprise Resource Planning systems
https://www.sage.com/en-us/blog
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The Path to Cash Flow Positive: Strategies for SaaS Startups via Sage: https://bit.ly/3FyNTnC. “In recent years, the Software as a Service (SaaS) industry experienced an unprecedented boom, with investors pouring substantial capital into promising startups. However, as the market dynamics shift and the economic landscape evolves, the SaaS world is undergoing a transformation. The age of “growth at all costs” is giving way to an era of efficiency, prompting founders to chart a course toward sustainable growth and positive cash flow. In this article, we’ll explore the steps that SaaS companies can take to become cash flow positive in a changing economic environment." READ MORE HERE: https://bit.ly/3FyNTnC IFI is a team of accounting, planning & CRM FinTech professionals. We help complex customers implement advanced integrated back-office systems that deliver business insights. If we can help you, please contact us at (949) 556-3699 or info@IFIprofessionals.com. #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation
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Please help us wish our amazing Client Success Specialist, Bella, a very Happy 1 Year IFI Anniversary! 🎉 Prior to coming to IFI, Bella had 9 years of accounting experience with a mid-size startup which over the years grew into a large, publicly traded company. Like many startups, she wore multiple hats in the accounting department, from expenses to revenue to equity. She has a BBA and Master of Accounting from Kennesaw State University, and does an amazing job working with our clients! We are very fortunate to have her on our team! Here's to you, Bella! 😀 #IFI #IFIProfessionals #VirtualEmployer #BestRemoteEmployer #BestPlacesToWorkEmployer #GreatPlaceToWorkCertified #FortuneTop100SmallBusinessWorkplace #WereHiring #PhilanthropicCompany
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How the right tech can help you manage outgoing cash via Sage: https://bit.ly/3qLDOjw. “Construction projects have a lot of moving parts – from labor to materials to equipment and a host of suppliers and stakeholders to manage, it can be difficult to stay on top of everything. However, as a construction financial professional (CFP), you need to have insight across the business to effectively managing outgoing cash. This critical function helps ensure your business is able to meet all of its financial obligations and remain profitable. Essential financial tasks such as cash forecasting, budgeting, invoicing, and expense management can help a business better manage its outgoing cash. However, when these tasks are performed manually, they are often tedious, time-consuming, and error-prone. Luckily, there’s a better way. Technology, particularly the use of a financial management system integrated with pay-app software, can help CFPs streamline tasks, boost productivity, and gain greater financial insights." READ MORE HERE: https://bit.ly/3qLDOjw IFI is a team of accounting, planning & CRM FinTech professionals. We help complex customers implement advanced integrated back-office systems that deliver business insights. If we can help you, please contact us at (949) 556-3699 or info@IFIprofessionals.com. #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation
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Autonomous Finance Requires a New Finance Operating Model Via Gartner: https://gtnr.it/44garVX. “Finance transformation efforts are falling short of CFOs’ objectives in large part because finance leadership has not articulated a vision for its future operating model at the beginning of the initiative. To successfully achieve autonomous finance objectives, finance transformation leaders need to ensure other finance leaders fully understand the scope of changes that genuine transformation requires. This means using an operating model framework that will help orient stakeholders to all the pieces of large transformations. We spoke with Emily Connelly, senior research director in the Gartner Finance practice, to discuss why finance needs a new operating model, why autonomous finance should be a focal point of this new operating model, and what she defines as the main components of an autonomous finance operating model. Q: Why does finance require a new operating model? A: Many CEOs feel that their company’s digital technology investments do not meet expectations in terms of time to complete and time to realize value. If we accept, for argument’s sake, the premise that attempts to modernize the finance organization with digital transformation initiatives also tend to disappoint, we can lay at least part of the blame on the absence of an operating model designed by the finance leadership team that clearly sets out which principles will guide decisions and trade-offs in the journey towards autonomous finance.” READ MORE HERE: https://gtnr.it/44garVX IFI is a team of accounting, planning & CRM FinTech professionals. We help complex customers implement advanced integrated back-office systems that deliver business insights. If we can help you, please contact us at (949) 556-3699 or info@IFIprofessionals.com. #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation
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How will AI impact the future of SaaS finance? Via Sage: https://bit.ly/45TsYZ9. "Artificial intelligence (AI) is reshaping how SaaS companies conduct business and revolutionizing SaaS finance leaders’ approach to practically every accounting workflow. The next few years will represent a crucial period of change in finance and accounting, and you’re either sprinting ahead or falling behind. If you want to learn how to make the most of this incredible new technology and position yourself on the right side of SaaS finance history, this post is for you. How is Sage AI changing SaaS finance? Sage AI solutions are changing the game for SaaS CFOs, Controllers, and RevOps managers. Automation allows finance professionals to achieve more with less and improve process efficiency across the entire department. Sage AI solutions are helping finance teams do more work, more accurately. Let’s dive into some specifics. Simplifying business As a SaaS finance leader, you know just how tedious and tangled manual accounting can become. Between reconciliations, the month-end close, compliance audits, revenue recognition, and much more, a staggering amount of tasks must be done at any given time. Sage AI solutions enable SaaS CFOs and other accounting leaders to automate these crucial workflows, drastically simplifying your department’s financial operations." READ MORE HERE: https://bit.ly/45TsYZ9 IFI is a team of accounting, planning & CRM FinTech professionals. We help complex customers implement advanced integrated back-office systems that deliver business insights. If we can help you, please contact us at (949) 556-3699 or info@IFIprofessionals.com. #AI #SaaSFinance #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation
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