The Woodard Report

Why CFOs Have Trust Issues With Their Own Data

Written by Maanoj Shah | May 17, 2024 7:00:00 PM

The relationship between CFOs and the data used for decision-making is quite straightforward; it is built on trust. CFOs believe that access to real-time financial data is key in building strategic responses to business disruption. However, some data showcase discrepancies and gaps between data and the CFOs.

  • 40% of CFOs do not trust the accuracy of their organization’s data
  • 73% of CFOs admit to having data governance problems
  • 82% do not trust the quality of the data
  • 98% do not have transparency in the cash flow situation

While the numbers are from different studies, the problem is consistent. Despite real-time data's role in forecasting and planning for a business, there is a clear indication of the elephant in the room. Trust in data is not just a matter of accuracy; it is about reliability, relevance, and security.

Decoding CFO's mistrust of data

The problem with data is deep-rooted. One important reason is the nature of the manual processes used by many firms. The world is advancing in automation and AI and the world of accounting is no exception—yet the manual process continues. For most accounting firms, data also comes from multiple sources, which creates confusion on what can be trusted and what not.

Some CFOs, especially small firms, need to perform many miscellaneous tasks. This leaves them with little time, increasing the risk of human error.

Data governance is another problem that leads to this mistrust. Most firms fail to establish accountability, standards, and processes for managing data assets. Organizations struggle to ensure data integrity, security, and compliance. The modern data ecosystem is complex. They might be found in disparate systems and databases. Such fragmented data landscapes result in inconsistencies and inaccuracy.

Reasons for mistrust of data

CFOs are not just guardians of the data; they protect the entire financial process for firms. The fact that CFOs are struggling to trust the data comes with its own share of challenges.

These include:

1. Poor decision-making

If CFOs lack trust in the quality and accuracy of their financial data, they cannot make well-informed decisions. They are constantly trying to solve data puzzles, which prevents them from having the bandwidth needed to solve more critical problems. Decisions based on incomplete data can lead to incorrect outcomes, such as a missed opportunity or a massive financial loss.

2. Challenges in risk management

Risk management is one of the key roles performed by CFOs. When dealing with manipulated data, CFOs can find it hard to identify and address the financial risks. Effective risk management is based on how accurate or real-time the data is. When the mistrust creeps up, it leaves organizations vulnerable to unforeseen risks and crises.

3. Impact on the stakeholder confidence

Stakeholders, including investors, board members, and regulators depend on accurate financial data to analyze the firm’s performance. With the lack of faith in the data available, stakeholders can become skeptical and lose trust in the organization’s financial integrity.

4. Operational inefficiency

The accounting field is heavily reliant on data to make operation decisions and build strategies for the future. Data distrust can mess with operational efficiency and productivity as CFOs and their teams spend valuable time and resources validating and reconciling data discrepancies. This prohibits the accountants from focusing on strategic initiatives and value-added activities.

5. Compliance and regulatory risk

Without accurate financial data, firms can be exposed to legal and financial risks as they fail to remain compliant. CFOs face a huge amount of pressure to abide by the privacy regulations. Without trustworthy data, meeting these obligations can become a genuine challenge.

How can firms improve data-related issues?

For all accounting firms, the inability to get hold of the right kind of data is a huge problem. As the data above shows the massive discrepancy, firms need to find a way to pave the path to bridge the problems.

Here’s what the firms can do:

  1. 1. Limit manual processes

    Today, we have endless options when it comes to choosing software or technology that can help up the accounting game. When we automate manual processes, we remove the need for manual intervention and chances of error. While there are areas that need human judgment, manual, laborious tasks are most definitely not one of them. Choosing software that meets your firm’s needs can go a long way in avoiding expensive errors from faulty data. This is also a long-term solution to keep up with the fastness of the industry.
  1. 2. Empower data literacy

  2. Data is a powerful tool for accounting firms. Investing in data literacy can help empower CFOs and their teams with the skills and knowledge needed to understand, and analyze financial data efficiently. Constant training and development should be a part of the culture, even for data. Data-driven decision-making can help enhance data literacy across the organization.

  3. 3. Improve data quality assurances

  4. Data lies at the heart of an accounting firm's and its clients' success. Investing in comprehensive data quality assurance processes can help identify, address, and prevent data errors and inconsistencies. Utilize automated data validation tools and techniques to improve data accuracy and quality. Regular audits and assessments can also go a long way in monitoring and maintaining data quality.

  5. 4. Promote data transparency

  6. Maintaining data transparency is important for everyone—CFOs, stakeholders, and even the junior accountants. A culture of data transparency helps provide visibility into data sources, methodologies, and assumptions. It is important to train and inculcate a habit of communicating data quality issues, limitations, and uncertainties to the stakeholders so that the decision can be made immediately.

    5. Modernize data infrastructure

    Invest in analytics platforms that support integration, agility, and scalability. Such tools help consolidate data from different sources and create a unified data architecture that provides a single database for all financial data. Firms should use cloud-based solutions and advanced analytics capabilities to streamline data processing and analysis, improving accessibility and reliability.

Data and CFOs and the trust gap

Small accounting firms might find it hard to adapt so many data measures. However, inconsistent and incorrect data can be a huge problem for your business and your CFO. By outsourcing your accounting practice, you can get access to top-notch data security, a one-stop database and so much more. It helps you access your data without much hassle. For CFOs, it is important to address the implications caused by data, improve governance, enhance data quality assurance processes, and use outsourcing as a business model.

By prioritizing data integrity, CFOs can eliminate risks and make data-driven decisions.

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