Jake Jorgovan

JUNE 3, 2024

Gartner's F&A BPO : Provides comprehensive insights into the finance and accounting business process outsourcing (F&A BPO) market. This service involves using digital solutions and managed services from third-party providers to help finance departments transition from labor-intensive to automation-intensive operations.

Mergers and acquisition activities 130

Mergers and acquisition activities Banking Finance Credit 130

Jake Jorgovan

JANUARY 10, 2025

It can often help to ask for documented examples of the ERP system successfully integrating with AI, IoT solutions, and cloud platforms. Such alliances indicate a proactive approach to integrating these technologies into the ERP environment and ensure smoother updates as these technologies evolve.

Partnering capability and readiness 130

Partnering capability and readiness Retail Co-Alliance System integrators 130

Jake Jorgovan

DECEMBER 6, 2023

That's how you can secure favorable terms in strategic transactions and equity financings. Expertise: Corporate, Litigation, Antitrust, Executive Compensation & Benefits, Intellectual Property, Real Estate M&A, Restructuring & Finance, Tax Key services: U.S., Yes, they have the experience to be your corporate partner.

Law firms 130

Law firms Mergers and acquisition activities Conflict resolution and communication Legal 130

Jake Jorgovan

APRIL 2, 2024

IT, finance, operations) to gather insights on what features, integrations, or support they require from the software. Document Your Requirements: Finally, consolidate your findings into a comprehensive document. This document clearly outlines your prioritized business requirements and objectives.

Conflict resolution and communication 130

Conflict resolution and communication Legal Construction Finance 130

Jake Jorgovan

JULY 14, 2024

This will help you project potential returns and secure financing. Prepare Detailed Documentation: Compile all required documents meticulously. This documentation is vital for future reference and in case of any disputes. Document Assumptions: Record all assumptions made during the budgeting process.

Construction 130

Construction Legal Risk mitigation Utilities 130

Impact

APRIL 14, 2022

As you continue to set up your partnership program, let’s tackle the next important step: finance and budgeting. If you set up your finances well from the beginning, your program operations will be more effective, and your relationships with partners — more successful. Find and understand your finance and billing documents.

Finance 52

Finance Credit Banking Legal 52

Planview Blog

MARCH 29, 2023

For finance leaders focused on boosting revenue and profit in 2023, paying more attention to services revenue will help them achieve their financial objectives for the year. Predictable Revenue The first advantage of PSA for finance leaders is enabling a more predictable revenue stream for PS. Professional services (I.e., Manage risk.

Finance 52

Finance Utilities 52

Jake Jorgovan

JUNE 9, 2024

This investment source helps reduce dependency on traditional financing methods, such as loans or equity dilution. Request detailed financial documents, including tax returns, bank statements, and investment records. Analyze these documents to confirm the legality and traceability of the funds.

Legal 130

Legal Credit Banking Finance 130

Jake Jorgovan

MAY 23, 2024

Their team of seasoned professionals assists with documenting complex accounting matters, implementing new standards, drafting audit schedules and financial statements, and managing the audit process. Industries Various industries including finance, healthcare, and manufacturing.

Biotechnology 130

Biotechnology Risk mitigation Finance Engineering 130

Jake Jorgovan

SEPTEMBER 2, 2024

Document Agreements: Ensure that any changes to fees or costs are documented in the final contract. Document Agreed Flexibility: Make sure all agreed-upon flexible terms are explicitly written into the contract to avoid disputes later. Document any agreed changes. Push for their removal or reduction.

Legal 130

Legal Finance 130

Jake Jorgovan

JUNE 3, 2024

CTG : CTG optimizes business processes through AI and RPA, focusing on tailored, scalable solutions to enhance productivity and decision-making in healthcare, energy, retail, manufacturing, banking, finance, insurance, and government sectors.

Life science 130

Life science Insurance Banking Retail 130

Aepiphanni

MARCH 16, 2021

Unstable finances cause a great deal of stress on business owners, not to mention having to address the various concerns if they have employees on the payroll. Deciding whether to find financing for one’s business and how to choose the best option can be challenging. Bank Loans – a typical lending situation for businesses.

Finance 40

Finance Banking Credit 40

Jake Jorgovan

SEPTEMBER 26, 2024

Gather input from finance, HR, logistics, and operations to refine objectives. Document current workflows and compare them against what the ERP system can offer. Insider Tip : We recommend creating a stakeholder matrix to document roles, influence levels, and communication preferences. Create detailed process maps.

Finance 130

Finance 130

Jake Jorgovan

DECEMBER 28, 2023

A job post should be a document you can refer back to evaluate if this hire did a good job or not.” I hired a finance lead to handle payroll and finances. Understanding Finances as the Numbers Get Bigger A business doing $500k per year isn’t too financially complicated. Finances get more complicated.

Finance 130

Finance Banking Collaboration 130

Jake Jorgovan

AUGUST 16, 2024

Their team conducts investigations into allegations such as harassment, discrimination, and misconduct, ensuring that all findings are well-documented and compliant with legal standards. They also offer additional services, including HR consulting, training, and compliance audits.

Conflict resolution and communication 130

Conflict resolution and communication Legal Retail Telecommunications 130

Jake Jorgovan

JUNE 17, 2024

Their services help with operational efficiency and financial stability by connecting healthcare organizations with skilled professionals in roles like coding, clinical documentation improvement, and case management. With rigorous vetting processes and dedicated support, they guarantee high-quality placements tailored to client needs.

Insurance 130

Insurance Sales leadership Finance Utilities 130

Jake Jorgovan

MAY 20, 2024

Industries Building and Construction Infrastructure Management of Facilities Key Services Cost Consulting Project Management Strategic Procurement Advice Tender and Contract Documentation Project and Construction Management Why Work with WT Partnership?

Construction 130

Construction Life science Energy Engineering 130

Jake Jorgovan

MAY 20, 2024

Their expertise in compliance and documentation helps streamline the journey through clinical trials and regulatory reviews, ultimately reducing time-to-market for new therapies. Their services support R&D, commercial models, operations, and corporate finance, helping clients achieve excellence in all aspects of their business.

Biopharma 130

Biopharma Biotech Life science Partnering capability and readiness 130

Jake Jorgovan

MARCH 14, 2024

Gather and Review Documentation: Collect all relevant HR documents, policies, employee files, and past audit reports. Review these documents thoroughly to assess their compliance with current laws and regulations. This might include outdated policies, lack of proper documentation, or practices not in alignment with current laws.

Legal 130

Legal Insurance Utilities Finance 130

Jake Jorgovan

JUNE 5, 2024

Industries: Finance Healthcare Technology Energy Public Sector Notable Clients: Various Fortune 500 companies across multiple sectors. Deloitte's approach integrates advanced analytics and proprietary methodologies to streamline processes, mitigate risks, and drive value.

Risk mitigation 130

Risk mitigation Legal Law firms Finance 130

Jake Jorgovan

NOVEMBER 25, 2024

To tackle this, inBeat collaborated with creators to document their genuine first-date experiences. When it comes to results, Bumble wanted to launch a paid advertisement campaign that needed to integrate seamlessly into user feeds like native content, so they contacted inBeat for help.

Retail 130

Retail Legal Insurance Law firms 130

Jake Jorgovan

DECEMBER 20, 2023

"In the world of finance, compliance is not about the big things you do, but about the thousands of little things you manage every day." Choosing the Right SEC Compliance Consultant Selecting the appropriate SEC compliance consultant or firm is a critical decision for any business in the finance sector.

Legal 130

Legal Risk mitigation Finance Collaboration 130

Jake Jorgovan

JULY 24, 2024

Here’s how this benefits the role: Depth in Modules : Your SAP professionals possess deep knowledge in modules like SAP FICO for finance, SAP SCM for supply chain, or SAP HCM for human resources, enhancing your precision in handling sector-specific tasks. Determine which business areas it impacts, whether finance, sales, or human resources.

Conflict resolution and communication 130

Conflict resolution and communication Finance Collaboration Utilities 130

Jake Jorgovan

JULY 29, 2024

Stage 3: Defined/Orchestrated Base Characteristics: Standardized and Documented Processes: At this maturity level, organizations have established clear, documented procedures for all financial activities. Avoiding Rigidity in Processes: Encourage a culture of innovation within the finance team.

Utilities 130

Utilities Finance Financial Technology Fintech 130

Jake Jorgovan

JUNE 27, 2024

A fractional CFO is an experienced finance expert offering part-time executive services. All this minimizes financial strain during lean periods because proper cash management stabilizes your business finances and creates a buffer against market volatility. You maintain control over inflows and outflows. Imagine the possibilities.

Finance 130

Finance Utilities Construction Energy 130

INSEAD Knowledge

APRIL 12, 2023

While the influence of individual thought leaders is well documented, little attention has been given to the role of organisations as opinion leaders. The sample comprised 99 sectors, which we grouped into eight broad categories: services, basic materials, consumer goods, finance, healthcare, industrial goods, technology and utilities.

Finance 145

Finance Utilities 145

Jake Jorgovan

JUNE 12, 2024

Document each step in detail. Sales, finance, operations, and HR should all contribute. Here’s a step-by-step guide to evaluating system integration: Analyze Current Systems: Begin by documenting all existing systems and software. Identify inefficiencies and areas needing improvement. Understand how data flows between them.

System integrators 130

System integrators Finance Business development 130

Channel Insider

SEPTEMBER 9, 2024

In industries such as health care, banking, and finance, regulatory compliance requires companies to have robust continuity plans in place. Document the continuity plan: Ensure all aspects of the plan are thoroughly recorded and train key personnel on their roles and responsibilities.

Risk mitigation 105

Risk mitigation Finance Banking Ecosystems 105

COO Alliance

APRIL 22, 2021

Buyers generally conduct financial due diligence, including reviewing past finance documents and checking all controls in place. When you have a clear vision, ideally a Vivid Vision document, it will excite and inspire the buyer about the company’s future and abundant potential. Excellent Employees.

Finance 97

Finance 97

Jake Jorgovan

DECEMBER 21, 2023

Therefore, expect to gain valuable support in fundraising and corporate transactions, including due diligence and document preparation. Lastly, their focus on code quality monitoring means you’ll receive a product that is functional and adheres to the highest software development standards.

Fintech 130

Fintech Finance Risk mitigation Engineering 130

Jake Jorgovan

AUGUST 26, 2024

To safeguard your funding process, compliance is key: Consult with legal experts: Engage attorneys who specialize in corporate finance. Document all processes: Keep records of all compliance efforts. Documentation is crucial during audits. They provide critical guidance. Stay updated on regulations: Laws change frequently.

Legal 130

Legal Finance Utilities Government 130

Jake Jorgovan

MAY 23, 2024

Whether it's healthcare, finance, or retail, GDPR consultants customize their strategies to align with the unique challenges and regulatory requirements each sector faces. Coral eSecure ensures a comprehensive privacy management program through a combination of policy documentation, technical controls, and ongoing compliance strategies.

Legal 130

Legal Government Risk mitigation Retail 130

Jake Jorgovan

JULY 31, 2024

Comparison With Full-Time CFO and Accountants Comparing a Fractional CFO with full-time CFOs and accountants clarifies their distinct roles: Scope of Work : A fractional CFO strategically leads finance without the daily operational tasks, unlike a full-time CFO who is deeply integrated into all daily executive and strategic activities.

Mergers and acquisition activities 130

Mergers and acquisition activities Finance Financial Technology System integrators 130

INSEAD Knowledge

DECEMBER 4, 2022

Bad for business The negative effect of peer competition on firm performance has previously been documented in the biopharmaceutical industry and the medical device industry.

Collaboration 124

Collaboration Biopharmaceuticals Finance 124

Jake Jorgovan

JUNE 22, 2024

You need a strong background in finance, investment management, or a related field. This usually involves submitting detailed documentation about your fund’s structure, investment strategy, and compliance procedures. Let's dive into the essential steps you need to follow. or the FCA in the U.K.

Legal 130

Legal Law firms Government Finance 130

Jake Jorgovan

DECEMBER 22, 2023

Key Services New family office creation Operational excellence for existing family offices Family governance and education Technology enablement Income and estate tax planning Tax and regulatory compliance Safeguarding personal and investment data Finance and accounting Cybersecurity and risk management Philanthropy and charitable giving strategies (..)

Conflict resolution and communication 130

Conflict resolution and communication Government Risk mitigation Finance 130

Jake Jorgovan

DECEMBER 13, 2024

To achieve this, they chose a unique approach: collaborating with creators to document authentic first-date experiences. For example, Bumble worked with inBeat to create an innovative campaign that blended seamlessly into user feeds as native content. Experience enhanced lead generation that directly contributes to your sales growth.

Retail 130

Retail Engineering Finance Government 130