Propuesta para la optimización de la gestión de cartera: Un estudio de caso en una organización educativa privada
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Date
2022-08
Authors
Aguilar López, Juan Carlos
Bravo Villa, Amanda del Rosario
Socarrás Farfán, José Alberto
Advisors
López Rodríguez, Campo Elías
Editors
Journal Title
Journal ISSN
Volume Title
Publisher
Corporación Universitaria Minuto de Dios
Type
Thesis
Rights
Atribución-NoComercial-SinDerivadas 2.5 Colombia
Abstract
La gerencia financiera en las organizaciones es de vital importancia. Esto porque dentro de sus objetivos, está el llevar control estricto y constante supervisión de las operaciones financieras, motivo por el cual el objetivo del presente trabajo es generar una propuesta para la optimización de la gestión de cartera en una organización educativa privada. La investigación se realizó mediante el método cualitativo, dado que este permite observar y diagnosticar errores que dificulten la gestión de recaudo, para así proponer estrategias de mejora, de tal modo que se logre equilibrar los recaudos mensuales, evitando año tras año el crecimiento de los saldos acumulados de cartera; motivos por los cuales se sugieren mecanismos como: reportar a centrales de riesgo a deudores morosos, con el fin de mejorar el flujo de caja en el tiempo mediante la liquidez; realizar convenios con agencias de cobro que se encarguen de recaudar las obligaciones en mora; y por último, gestionar la continuidad del desarrollo tecnológico a fin de satisfacer las necesidades de la organización
Financial management in organizations is of crucial importance, because one of it's objectives, is to keep strict control and constant supervision of financial operations, which is why the objective of this review, is to generate a proposal for the optimization of portfolio management in a private educational organization. The research was carried out using the qualitative method, because it allows observing and detecting errors that hinder collection management and thus propose improvement strategies, in such a way that monthly collections are balanced, preventing year after year the growth of the accumulated portfolio balances; the reasons why, a few mechanisms were suggested, such as: reporting delinquent debtors to credit bureaus, in order to improve cash flow over time through liquidity; likewise make agreements with collection agencies that are in charge of collecting delinquent obligations; In the same way, it is suggested to manage the continuity of technological development in order to satisfy the needs of the organization
Financial management in organizations is of crucial importance, because one of it's objectives, is to keep strict control and constant supervision of financial operations, which is why the objective of this review, is to generate a proposal for the optimization of portfolio management in a private educational organization. The research was carried out using the qualitative method, because it allows observing and detecting errors that hinder collection management and thus propose improvement strategies, in such a way that monthly collections are balanced, preventing year after year the growth of the accumulated portfolio balances; the reasons why, a few mechanisms were suggested, such as: reporting delinquent debtors to credit bureaus, in order to improve cash flow over time through liquidity; likewise make agreements with collection agencies that are in charge of collecting delinquent obligations; In the same way, it is suggested to manage the continuity of technological development in order to satisfy the needs of the organization
Description
Desarrollar una propuesta para la optimización de la gestión de cartera en una organización educativa privada a través de un estudio de caso
Keywords
Gerencia Financiera, Modelo financiero, Propuesta financiera, Financial Management, Case Study, Educational Organization