PYMNTS

MARCH 13, 2019

This stumbling block to innovation is often visible in accounts payable (AP) departments, Corcentric SVP of Sales Daniel Andrew told PYMNTS in a recent conversation. Manual, paper-based invoicing systems are objectively worse in every metric when stacked against automated, digital AP systems that leverage straight-through processing.

Accounts Payable 44

Accounts Payable Accounting Invoicing Benchmarking 44

PYMNTS

NOVEMBER 17, 2020

During this hectic time of year, merchants are particularly vulnerable to promotion abuse, account takeover and transaction fraud. “Fraudsters know that higher transaction volumes and a demand for fast processing times leave merchants vulnerable to attacks. Behavioral Biometrics Ensure You Are You .

Benchmarking 72

Benchmarking eCommerce Leverage Accounting 72

VCFO

JANUARY 27, 2022

Since our formation in 1996, vcfo has helped our clients through a number of booms and busts (.com, If you allow your accounts receivable collection cycle to extend too far out, you are essentially losing money on every sale due to timing. Leverage Your Relationships. Accountability. The Perils of Inflation.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

CFO Thought Leader

OCTOBER 1, 2023

However, turn back the clock to his ExactTarget days, and it’s easy to see that for a number of months, Salesforce did indeed flip Leet’s world upside down. “I Jack Sweeney “Leverage your 360 degree view of your business to deliver valuable actionable insights to your leadership team.

CFO 52

CFO Leadership Finance Leverage 52

CFO News Room

DECEMBER 3, 2022

We also have a number of articles on investments: How launching an ETF can create efficiencies for advisors and their clients alike. For these individuals, advisors who leverage advanced retirement income planning techniques could be particularly attractive. Cinthia Murphy | ETF Think Tank). trillion in 2012 to about $6.1

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

VCFO

MARCH 2, 2023

Once in place, controllers and accountants are adept at preparing these statements to show the current state and what happened to get there. They add foresight that shows what will happen if the current course is maintained and raise decisions that need to be made, beyond just interpreting the numbers.

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

Future CFO

FEBRUARY 28, 2022

ACCA launched the free new Career Navigator tool late last year to help accounting and finance executives progress their careers and take advantage of job opportunities. Pulkit Abrol (PA): It’s a remarkable age of change we now live in; the role of accountants and finance professionals has gone far beyond what the numbers mean.

Finance 52

Finance Accounting Benchmarking Leverage 52

The CFO College

APRIL 8, 2021

For many bookkeepers and accountants, working remotely is a reality that has breathed energy back into the passion they feel for their work and their life. You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. Commit to Delivering World-Class Accounting to All Clients.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. paraplanner) count for the same number of hours as those within a planning firm but with little engagement on actual financial planning (e.g.,

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 14, 2022

Creating content, building a social media presence, leveraging platforms like YouTube, and developing as an influencer within a certain target group are business development tactics that should be encouraged for associate advisors who have the desire and ability to engage in them. Support The Development Of New Associate Advisors.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!), Retirement Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

APRIL 2, 2018

Duvedi said people tend to lowball the numbers when pitching spend management plans to company leadership because they’re afraid to commit to higher numbers. However, there’s a compelling business case to be made in the hard numbers alone, let alone the soft benefits of better spend management. The second A is adoption.

Accounts Payable 50

Accounts Payable Invoicing Benchmarking Numbers 50

Planful

DECEMBER 28, 2016

Lack of a standard Chart of Accounts across divisions. The Hackett Group benchmark research shows that world-class companies will consolidate and close the month-end books within 3 days, and report within 2 days. Financial close process workflow, account reconciliations, and disclosure management software.

Benchmarking 40

Benchmarking Reconciliations Data Analysis Technology 40

PYMNTS

JUNE 18, 2018

This segment accounts for 57 percent of foot traffic across all restaurant segments, and QSRs have always been the consumer’s “go-to” for good food served fast. Meal kit options and prepared food selections in grocery stores are expanding to get feet into the grocery store and up the number of visits they make each week from 1.3

Benchmarking 47

Benchmarking Accounting Sales Leverage 47

PYMNTS

DECEMBER 1, 2017

All in, hackers managed to nab names, email addresses and phone numbers of 50 million Uber riders around the world, as well as the data of about 7 million drivers, which includes 600,000 U.S. drivers’ license numbers. It’s a big number – but it comes as a big discount for buyers offering $32.97

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

PYMNTS

FEBRUARY 24, 2020

Thanks to Huygens, the world has made a cottage industry out of watching the time, benchmarking it and counting it in any number of ways, and for any number of reasons. Everything that a person wants or needs to get done in a day has to fit within the 1,440 minutes that start every day at 12:00 a.m. and end at 11:59 p.m.,

Currencies 83

Currencies Benchmarking Banking Transportation 83

Planful

APRIL 26, 2017

According to a recent benchmark survey by APQC, the bottom performers take 12 days or more to close the books and report their results to management. In terms of contributors, this can include staff from Accounting, FP&A, Legal, Tax, and Audit, as well as the CFO, reviewing results and creating and editing the textual commentary.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Value-Added Analysis Auditing Benchmarking 40

BlueLight

MAY 6, 2020

The investor update email is a powerful tool to leverage this effectively across a big group of investors. Communication architecture Before we get to the investor updates, it’s important to lay out an overall communication architecture (if you do that well, you can leverage it for this audience too). What did the team accomplish?

Communication 52

Communication Startups Finance Benchmarking 52

Planful

AUGUST 1, 2017

According to a 2014 study by APQC benchmarking the financial close process, the bottom performers took 12 days or more to close and report their results to management. Consolidating financial results might sound easy on the surface, but it’s more than just adding up numbers. Seems straightforward, right? External board reporting.

GAAP 40

GAAP Value-Added Analysis IFRS Auditing 40

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. Benchmarking and KPI tracking across the organization to stay on course. Ad hoc reporting and visualization.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

PYMNTS

MAY 5, 2016

Judging from the latest Benchmark Report from CyberSource, online merchants are not only doing a great job of managing fraud, they are doing it across all online channels — and across all types of businesses. There is a lot of information you can leverage on a mobile device,” Schwegman explained. Online fraud problem?

Budgeting 51

Budgeting Benchmarking Technology Leverage 51

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. So, eBay set in motion a number of things in an attempt to blunt the impact of these shifts and to bring new buyers and sellers into the mix. From the Living Room to the Basement. For much of its first decade, eBay was on a roll. In September of that year, eBay went public.

Advertising 51

Advertising Retail Startups eCommerce 51

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

CFO News Room

FEBRUARY 2, 2022

I left HSBC Group at the end of 1999, and some friends of mine that I’d known a long time had came on — came out of the fixed income side at a number of investment banks, generally, top II-rated (ph) mortgage research and more — traders, fixed income salesman, and to raise third-party capital broker-dealers required. CONROD: Sure.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: They were all institutional separate accounts. And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. We’ve always been a virtual company, just used to be through the mail and 1-800 number when I joined.

Leadership 108

Leadership Investments Profit and Loss Technology 108

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. This year, the PYMNTS data and analytics team published 252 reports that tracked the data, innovations and disruptive thinking that are reshaping the payments and commerce business. Buy Now, Pay Later.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

Barry Ritholtz

MAY 9, 2023

He co-chairs a number of the asset management investment committees. 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. What can I say about Julian Salisbury?

Investments 116

Investments Banking Advertising Finance 116

PYMNTS

AUGUST 24, 2017

This month, the company published its latest analysis, The Financial Leaders’ Benchmarking Report , and the findings were “troubling,” in the words of APEX Analytix. In general, he said, companies are aware of the risk of fraud in their accounts payable departments.

Accounts Payable 40

Accounts Payable Invoicing Benchmarking Auditing 40

Barry Ritholtz

MARCH 7, 2023

Maybe it’s risk based and it’s a risk factor that we haven’t really accounted for. How do you crunch the numbers on that, and where do you come out on small cap and value? The hedge fund industry, generally, is outperforming their benchmarks. You need the lower leverage than you used to need before.

Investments 65

Investments Marketing Economics Risk Management 65

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And we have a great team in Asia and Europe.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

PYMNTS

JUNE 17, 2016

It’s a headscratcher, but an important conclusion reached after examining the performance of the 650 websites that account for 70 percent of eCommerce volume in the U.S. Although the pre-transaction fees leverage of large scale POS pricing has its advantages, unfortunately for. Number of clicks? over the last nine months.

Retail 40

Retail Sales Leverage eCommerce 40

Barry Ritholtz

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. I — I couldn’t believe the numbers. BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. And there was no accounting scandal at Vanguard. BALCHUNAS: Yeah.

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … risk management.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

AUGUST 16, 2022

And so, you know, it was a very interesting time to begin, which I did as an account executive at Shearson. And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. TROPIN: Yeah.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

Barry Ritholtz

NOVEMBER 15, 2022

I have lots of different ways I can get that number to go up. If you’re in Europe right now, for instance, and you open up an account it Ftx.De, which is you know FTX is European business in Germany. It’s still a fairly small number. We’re going to make a benchmark much easier. The assets are inactive.

Finance 108

Finance Investments Math Marketing 108