Barry Ritholtz

APRIL 17, 2025

The reporters did not suggest wrongdoing, but allow me to point out that any advisor, let alone two, who became billionaires while wildly underperforming their benchmarks are obviously not fiduciaries. Your Lizard Brain : One of my favorite behavioral hacks is for you stock junkies: Manage your lizard brain via a Cowboy Account.

Investments 107

Investments Profit and Loss Math Accounting 107

PYMNTS

JANUARY 31, 2020

Visa ranks 7th and Mastercard ranks 11th in the benchmark S&P 500 index. If those companies reach $1 trillion in value, they’ll join eCommerce giant Amazon, as well as other successful benchmark tech companies. Digital purchases are on the rise around the world, accounting for 43 percent of purchases, excluding China.

Benchmarking 52

Benchmarking eCommerce Marketing Technology 52

Fpanda Club

MARCH 1, 2021

Benchmarking is an extremely powerful tool, but unfortunately, this kind of data, accumulated by consulting firms and professional associations conducting surveys and research on various adjacent topics, is not easily available or is highly fragmented. Sources: 1. APQC, AFP Next level of FP&A study, 2019 2.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

PYMNTS

NOVEMBER 21, 2016

based small business accounting firm, has listed on the nation’s AIM stock exchange, the LSE ‘s market for smaller firms. He added that ongoing disclosure of these types of financial statistics “would further improve credibility by allowing independent verification, consistency of output and benchmarking of performance.”

Startups 77

Startups Accounting Valuation Benchmarking 77

E78 Partners

DECEMBER 5, 2024

Proven Process for Financial Success Technology Expense Management teams that are collaborative and account for overall IT strategy deliver measurable results through three structured phases: Inventory Validation & Historical Audit: Accurate inventory management, carrier dispute resolution, and establishing a utilization baseline.

Budgeting 52

Budgeting Benchmarking Auditing Cost Management 52

CFO Talks

MARCH 28, 2025

Case in Point: A mid-sized logistics firm in Morocco used the BIPP to benchmark its financial resilience and non-financial reporting practices. Case Study Highlight: A South African manufacturing firm adopted green accounting after engaging with ICFOA.

Benchmarking 52

Benchmarking Leadership CFO Finance 52

CFO Thought Leader

DECEMBER 9, 2024

Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. So, Cheng followed her instincts and joined Jellyfish as its first finance hireeven before an accountant or controller was brought on.

Leadership 52

Leadership CFO Benchmarking Finance 52

Fpanda Club

MAY 17, 2022

No wonder, stakeholders can merely recognize the numbers they will be accountable for next year. To support this shift, fixed targets should be replaced by the relative ones, for example, based on the benchmarks. APQC’s Open Standards Benchmarking® Performance Assessment in Planning and Management Accounting 2.

Budgeting 147

Budgeting Planning Benchmarking Leadership 147

PYMNTS

SEPTEMBER 26, 2018

With adoption rates now rising, accounts payable (AP) departments have improved their positions within the enterprise as strategic functions, with the potential to offer greater insight into company operations. Other benchmarks of progress will take longer. less to process a single invoice. less to process a single invoice.

Accounts Payable 64

Accounts Payable Accounting Invoicing B2B 64

Future CFO

DECEMBER 4, 2024

From earning my accounting degree to professional qualifications, pursuing an MBA (Master of Business Administration), and now working toward a DBA (Doctor of Business Administration), I’ve committed to continuous growth and applying knowledge in ways that create real impact in my work.”

Finance 98

Finance Leadership Problem Solving Benchmarking 98

PYMNTS

NOVEMBER 2, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. Clients will also be able to use the data for an enterprise use case, the release stated.

Credit Risk 85

Credit Risk Benchmarking Risk Management Economics 85

CSC Advisors

DECEMBER 17, 2024

However, qualifying for an SBA loan requires meeting specific benchmarks set by both the SBA and lenders like Cornerstone Capital Advisors. Knowing these benchmarks is the first step toward determining your eligibility. Pay down debt, address outstanding delinquencies, and ensure all accounts are in good standing.

Profit and Loss 52

Profit and Loss Benchmarking Startups Securities 52

Fpanda Club

MARCH 14, 2021

The most common examples of defects in finance processes are: errors in payments while billing or accounts payable processes, incorrect entries in accounting, inaccurate forecasts in budgeting, delays in reporting, incorrect data in the reports, a formula error in the Excel spreadsheet. Download this article

Finance 130

Finance Benchmarking Transportation Accounts Payable 130

CFO Thought Leader

DECEMBER 9, 2024

Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. So, Cheng followed her instincts and joined Jellyfish as its first finance hireeven before an accountant or controller was brought on.

Leadership 52

Leadership CFO Benchmarking Finance 52

CFO Talks

MAY 2, 2025

How CFOs Are Turning Treasury into a Strategic Growth Engine If youre still treating your treasury function like a glorified savings account, youre leaving strategic valueand hard cashon the table. The segmentation isnt just tidy accounting. Todays corporate treasurer isnt just keeping the lights on.

Treasury 52

Treasury CFO Profit and Loss Benchmarking 52

PYMNTS

AUGUST 16, 2020

Bank stocks have slid this year as many of the nation’s largest banks have set aside tens of billions of dollars to account for potential loan losses amid the pandemic, The Wall Street Journal (WSJ) reported. Morgan by 62 percent to 22.2 million shares, and sold its remaining 1.9 million Goldman shares.

Banking 128

Banking Benchmarking Investments Securities 128

E78 Partners

MAY 7, 2025

Procurement: The Underleveraged Engine of Value In many portfolio companiesespecially in sectors like manufacturing, healthcare, and consumer goodsprocurement can account for 5070% of total costs. Operating Partners begin by auditing contracts, analyzing spend, and benchmarking supplier performance.

Vendor Management 59

Vendor Management Cost Analysis Benchmarking Auditing 59

CFO Strategic Partners

MARCH 28, 2025

With the restructuring and rebrand, Acclarity will come together as a single, nationwide entity of more than 300 employees and contractors, focused on delivering accounting services to large and emerging-growth companies. Tracey Holecek is a dynamic CPA with business, accounting, auditing, and finance expertise.

Auditing 52

Auditing Leadership CFO Compliance 52

Trade Credit & Liquidity Management

JUNE 2, 2025

Share Expertise: Communicate your credit knowledge, industry trends, and benchmark customer comparisons with the sales team. Proactive Account Updates: Keep sales informed about accounts with payment issues or upcoming credit holds. Is the department perceived as an obstacle or a valuable business partner?

Sales 52

Sales Prioritization Communication Problem Solving 52

CFO Talks

JUNE 17, 2025

In countries such as the US, UK, Australia, and Japan, internal promotions account for the majority of new CFOs. It formally recognises CFOs who operate at this level of strategic leadership and provides a clear benchmark of competency. Internal promotions are increasing Internal appointments are rising across the board.

Leadership 52

Leadership CFO Benchmarking Finance 52

Future CFO

JUNE 29, 2025

Giselle Arellano-Geronimo , Shearwater Health 's vice president & head of finance, accounting & procurement, says standard operating process (SOP) activities such as transactional, clerical, and recurring items can be centralised in a low-cost location. Strong finance isn't just efficient, it's trusted," he elaborates.

Finance 52

Finance Compliance Auditing Communication 52

PYMNTS

MAY 3, 2019

Chief financial officers are changing their views on how they assess corporate performance in light of changes to lease accounting rules coming into play. Companies including Orange, Deutsche Telekom and Air France have already notified investors that they are amending or changing performance metrics.

Accounting 49

Accounting Accounting Standards Benchmarking Financial Reporting 49

Generation CFO

DECEMBER 20, 2021

I started my career as an accountant in industry in the 1990s, and, at this time, we were very much of the ‘last-year + % salary increase’ brigade. All of this, of course, supports the planning process and benchmarking between organisations. Access Full Webinar. The development of financial workforce planning.

Planning 131

Planning Benchmarking Budgeting Concentration 131

Nerd's Eye View

MARCH 24, 2025

Second, measurable progress: the plan needs objective standards and measurable benchmarks so that everyone can track development and stay accountable. First, clarity: both the advisor and manager should be able to clearly define the core financial planning skills that a new hire is expected to develop in their first year.

Planning 52

Planning Communication Benchmarking Construction 52

PYMNTS

DECEMBER 3, 2019

The company used generally accepted accounting principles (GAAP) to essentially turn a $1.9 Using this cash-flow metric, WeWork was able to deduct about $900 million in leasing costs and building expenses from the revenue it took in from members and services. billion net loss into a $142 million profit.

Benchmarking 54

Benchmarking Profit and Loss GAAP Accounting Principles 54

Barry Ritholtz

AUGUST 26, 2022

My examples of overpriced, low-performing, abusive account management have been derided as outliers. As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets.

Concentration 141

Concentration Benchmarking Investments Accounting 141

PYMNTS

OCTOBER 14, 2020

The head of the country’s only licensed and publicly traded cryptocurrency broker says tighter regulation and exponentially higher yields are causing corporate treasury and cash management accounts to seriously consider this alternative asset class. This in the wake of the OCC’s Sept.

Treasury 129

Treasury Currencies Cash Management Benchmarking 129

Global Finance

MARCH 27, 2025

We leverage technology to provide seamless access to financial tools, from 24/7 online account management to advances in digital payment solutions. We aim to shape the broader SME landscape in Kuwait by supporting sustainable growth, facilitating collaboration, and becoming a regional benchmark for SME banking excellence.

Banking 52

Banking Benchmarking Finance B2B 52

CFO News

JUNE 20, 2025

The report highlighted that the benchmark Nifty Index is now trading at 22.2 The report pointed out that the recent market rally has pushed valuations to high levels, raising questions about sustainability and risks going forward. times its 12-month forward earnings after rising 14.1 per cent from its recent low on April 7.

Valuation 40

Valuation Marketing CFO Benchmarking 40

PYMNTS

DECEMBER 19, 2019

FinTech and automation technology have cast a shadow of anxiety on the accounting industry in recent years, as certified public accountants (CPAs) began to wonder whether their jobs would be replaced entirely by robots. Because there is a big disconnect between the accounting industry and the small business owner.”

Accounting 53

Accounting Finance Accounting Firms Benchmarking 53

Centage

AUGUST 1, 2023

Create Accountability From the beginning, stakeholders should have ownership of their parts of the budget. Encourage everyone to hold themselves accountable for delivering their part. Set Specific Benchmarks Shorten the time it takes to deliver a budget by setting comprehensive benchmarks.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) Benchmarking Communication 98

E78 Partners

APRIL 16, 2025

in monthly IT and telecom spend spread across 1,350+ accounts, the company had little visibility into its inventory or vendor performance. Optimization & Cost Rationalization Using market benchmarks and internal performance data, we identify inefficiencies and negotiate improved vendor terms. With over $2.5M

Technology 52

Technology Auditing Invoicing Benchmarking 52

The Finance Weekly

JANUARY 13, 2025

Comparing Companies Potential investors often use ROE to benchmark companies within the same industry. High Debt Levels ROE focuses on equity and doesnt account for debt. Watch for Red Flags - Extremely high ROE figures may warrant a closer look at the companys debt levels or accounting practices.

Profit and Loss 52

Profit and Loss Benchmarking Investments Financial Analyst 52

PYMNTS

DECEMBER 11, 2017

Accounting software that boosts automation isn’t taking jobs away from human accountants. But it is altering the profession, with more small businesses seeking advisory services from their accountants and bookkeepers. Accountants are starting to pay attention to upcoming disruption too. 61 percent of U.S.

Accounting 42

Accounting Benchmarking Accounts Payable Accounting Firms 42

Spreadym

JUNE 13, 2023

The chart of accounts is a systematic listing of all the financial accounts used by an organization. In the chart of accounts, each account is assigned a unique code or number and is categorized into various groups or categories. The chart of accounts helps in maintaining accurate and consistent financial records.

Accounting 52

Accounting Financial Analysis Compliance Financial Reporting 52

PYMNTS

JUNE 10, 2020

News emerged Wednesday (June 10) that the unit isn’t taking any more applications for savings accounts because demand has been so high that the volume is pushing against U.K. However, British consumers can still open Marcus one-year fixed-rate accounts. Well, Goldman recently cut the rate on its high-yield savings accounts to about 1.3

Accounting 52

Accounting Benchmarking Compliance Banking 52

The Charity CFO

APRIL 28, 2023

Is there an advantage to working with accounting firms specializing in nonprofits? However, running a nonprofit comes with unique challenges that require specialized expertise, particularly in financial management and accounting. Grant Accounting Many nonprofit organizations rely on grants to fund their programs and services.

Nonprofit 52

Nonprofit Accounting Firms Accounting Auditing 52