Nerd's Eye View

FEBRUARY 21, 2023

What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new language and culture in the United States while achieving her Master’s degree in Financial Planning, and proactively creating opportunities for herself (..)

Math 52

Math Education Communication Planning 52

Michigan CFO

NOVEMBER 26, 2021

This doesn’t mean that your CFO handles accounting and tax preparation personally, but they do manage relationships with the people responsible for those things. Or maybe you just rely on your bank account balance to do the math for you. Your small business CFO can also manage your relationships with your accountants.

CFO 52

CFO Budgeting Math Finance 52

PYMNTS

FEBRUARY 1, 2021

Visa noted, too, that debit spending has been high in the wake of repeated waves of stimulus payments deposited directly onto debit cards or in bank accounts.

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Math Entertainment Economics Budgeting 82

CFO Plans

MAY 26, 2021

While going through the first few months of transactions, we noticed that some of the founding employees, including the CEO, have been paid with simple bank transfers. Well, a little bit of 5th grade math. Recently, I had the pleasure of cleaning up a newly signed start-up at CFO Plans. What does that mean?

Math 40

Math CFO Startups Planning 40

PYMNTS

MAY 14, 2020

Knowing exactly how much is in my [bank] account when I walk up to the cashier to pay means confidence,” Frew emphasized. “It In short, employees who aren’t wondering about the balances in their bank accounts turn out to be more loyal and more interested in the work they are doing — and more productive. “We

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Math Finance Accounting Banking 85

PYMNTS

JUNE 14, 2016

Tapp Commerce management stated that its Market product helps people, through P2P, that do not necessarily have bank accounts buy goods and services online. It’s simple math.”. The company continues to eye Southeast Asia through growth in Thailand, Vietnam and the Philippines.

Securities 52

Securities Math Marketing Sales 52

CFO Talks

JULY 6, 2022

‘ I love breaking the mould of what it is to be a traditional accountant’. Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. CFO Talks is a brand of the South African Institute of Business Accountants.

Auditing 52

Auditing CFO Accounting Finance 52

PYMNTS

APRIL 9, 2019

Funds paid via the mPOS were deposited directly into troops’ bank accounts. Children who participate in Girl Scouts learn life and leadership skills, and receive an education in science, technology, engineering and math (STEM) and business. Future Entrepreneurs.

Math 47

Math Sales Leadership Education 47

The Charity CFO

JANUARY 17, 2022

If you’re like most nonprofit leaders, you’re not researching nonprofit accounting basics to satisfy your curiosity. with this overview of nonprofit accounting basics. . What is nonprofit accounting? Investopedia defines accounting as “the process of recording financial transactions pertaining to a business.” .

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Nonprofit Accounting Profit and Loss Accounts Payable 98

PYMNTS

MAY 4, 2016

The moves comes as the firm is working to account for declining loan volumes. Changing market conditions (and some higher-than-expected default rates) have changed the math and softened investor interest some. That growth, however, was fueled by investors hungry for Prosper’s loans. And though Prosper was valued at $1.9

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Profit and Loss Math Healthcare Retail 42

PYMNTS

AUGUST 22, 2019

To join, consumers link their spending method(s) (credit cards, debit cards, digital wallets) of choice to their Drop accounts. They just dont’ find having to work hard, or do advanced math, all that rewarding. In addition, the Royal Bank of Canada joined the round as a strategic investor. Today Drop is available in the U.S.

Math 40

Math Retail Marketing Numbers 40

PYMNTS

MARCH 30, 2020

At that point in time, only 20 percent of SMBs we talked to that asked the government (at any level) for assistance received any, and only 17 percent that asked their banks for more funding had gotten it. Doing The Math. SMBs can apply through their banks for SBA assistance, which offers a loan of 2.5 It may not be so clear-cut.

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Construction Sales Math Manufacturing 92

PYMNTS

NOVEMBER 16, 2017

At first, as the only one with access to the eTailer’s bank account, Wu manually processed payments to vendors directly from the bank — a project that he says took him around five to 10 hours per week, and that was in the early days, before the company scaled to do $150 million in sales per year. 7 at 12:00 p.m.

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Math Compliance Currencies Startups 46

PYMNTS

NOVEMBER 11, 2016

Switzerland gives bitcoin a hand by way of rail ticket machine sales, an Australian startup banks on the aptly named Dash and Zcash fervor fades. And I tell them — if you give me your phone number, in five minutes, I will transfer all of your bitcoins into my account … This device was not designed to secure you and give you privacy.

Math 76

Math Startups Securities Currencies 76

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. The problem, Petal co-founder and CEO Jason Gross told Karen Webster, is that it leaves around half of all Americans with only a few options: a credit card with expensive strings or no credit at all.

Math 53

Math Education Compliance Forecasting 53

CFO News Room

NOVEMBER 18, 2022

Why this new book, focusing on central banks and their influence? That thru-line concerns this external body – the central banks – which can effectively manufacture money, and how this money, just by sheer mass momentum and the players involved, goes disproportionately to financial markets relative to the real economy.

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Banking Economics Leverage Currencies 100

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. Stacey: Absolutely.

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Planning Accounting Compliance Math 130

PYMNTS

JUNE 28, 2016

A few years ago marketplace-based online lending was being hailed as the the signature innovation that was going to upend tradditional bank based lending for consumers and small businesses everywhere. “The math is the math, not matter how much we like London,” noted one marketplace lending exec on the condition of anonymity.

Math 40

Math Marketing Currencies Investments 40

Barry Ritholtz

JANUARY 9, 2024

And so the thing we were doing was sort of solving like often securities law or tax or accounting problems for people with like derivatives. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? ’cause he made a firm offer.

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Mergers and Acquisitions (M&A) Finance Math Banking 52

PYMNTS

AUGUST 5, 2016

Mastercard started with week with an announcement of how its Mastercard Send product would extend the reach and the speed of Early Warning’s clearXchange P2P network for bank customers with a Mastercard branded debit product. all 14k of them – and have that money deposited into that receiver’s bank account instantly.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

PYMNTS

DECEMBER 24, 2018

Tide is a mobile-first digital banking service for small and medium-size businesses (SMBs) in the U.K. that offers both banking products and an easy connect point for third-party partners to tightly integrate and distribute administrative or financial services products to Tide members. It will involve making trade-offs.”.

Math 60

Math Startups Risk Management Compliance 60

Barry Ritholtz

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. My mental image was that he worked in the bank of, back of a bank approving mortgage applications. Finance was the natural fit for GMO.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

JUNE 14, 2019

by 22 percent based on CEO Jeff Bezos’ recent disclosure that independent retailers accounted for more than 58 percent of Amazon’s gross margin on retail sales. eMarketer says based on that figure it projects that Amazon accounts now for 37.7 eMarketer says based on that figure it projects that Amazon accounts now for 37.7

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eCommerce Retail Leverage Startups 40

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. All of a sudden I feel like a criminal with the $100 bill in my wallet that I got that last time I used a Bank of America ATM, and it’s in the genes since I know that my dad has a hoard of cash at home. Don’t have a bank account?

Currencies 41

Currencies Banking Accounting Budgeting 41

PYMNTS

NOVEMBER 29, 2017

That’s what the bad guys want acquiring banks to see. Violators can be pushed out of business, thus limiting account creation – and that, he said, is the most vulnerable part of operations. .: A Legitimate Illegitimate Business. To disrupt the operations pillar, force violators into lower-margin products.

Math 46

Math Communication Sales Transportation 46

Barry Ritholtz

JANUARY 24, 2023

It was between corporate law and investment banking. RITHOLTZ: So even back then, when it was the size that you could take a Christmas picture with everybody in one room at Goldman, they’re still doing investment banking. KLINSKY: Why would I take more than the value of the accounts receivables. RITHOLTZ: Oh, really?

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Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

PYMNTS

JULY 8, 2016

Now if we only knew the denominator and could do the math to see what those numbers really look like. They manage their downside by having access to SMB performance, given their relationship with them on a number of levels, and debit repayments directly from their bank accounts and at terms that range from 30 to 90 days.

Valuation 40

Valuation Math Manufacturing Risk Management 40

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

MAY 30, 2023

BRYANT: And so when this guy told me that we’re, at that time, 10,000 banks, hundreds of thousands of bankers, 100,000 banks. RITHOLTZ: Were there banks in your neighborhood or were you an unbanked … BRYANT: Well, I mean, it was so few you knew where they were, put it that way, right? Oh, of a bank account.

Economics 57

Economics Education Profit and Loss Banking 57

CFO News Room

DECEMBER 24, 2022

Crypto Savings Accounts. And since the interest rates paid are much higher than bank savings, you can get returns approaching 10%. residents 18+ and subject to account approval. Crypto Savings Accounts. Start your own TikTok bank account so you’ll have a destination for any revenues you earn from your efforts.

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Investments Communication Marketing Advertising 130

Barry Ritholtz

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. SHAW: Well, it’s pure geometry.

Investments 57

Investments Finance Education Numbers 57

Barry Ritholtz

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. So I got to know banks a little bit.

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Investments Banking Advertising Finance 116

PYMNTS

OCTOBER 30, 2017

As it turns out, fraudsters – upon encountering a more sophisticated lock on the commerce “front doors” that are retail POS terminals – did not decide to give up their lives of digital crime in favor of becoming math teachers in Belarus. The important focus is on two prongs: The first is when you come to me and ask for an account.

Math 69

Math Accounting Banking Retail 69

CFO News Room

DECEMBER 17, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. And while Buffett was naturally gifted in math, he was initially scared of public speaking. Team Kitces. Adam is an Associate Financial Planning Nerd at Kitces.com.

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Education Planning Benchmarking Investments 130

PYMNTS

JANUARY 6, 2017

But one frustration uncovered, he added, was that “a lot of times [consumers] do not have enough money in their Seashells account to pay for the whole purchase” at a retailer. The account may be accruing $40–$50 monthly, he explained, but a single $200 transaction on Amazon would be out of reach.

Math 41

Math Retail Startups Accounting 41

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. Such a good book written by Nick Leason and brought down Barings Bank.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

JUNE 6, 2023

He’s not like that at all, which probably accounts for a lot of his success. People have 18 credit cards, 20 — who has 20 bank accounts, it’s you’re just what you’re paying in fees seems to be exorbitant. Let’s talk about married couples that don’t have a joint checking account.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52