VCFO

JANUARY 27, 2022

In an inflationary environment, if you provide your customers credit terms, intentionally or not, you are making a sale in today’s dollars that will result in you being paid with less valuable dollars at a later date. Leverage Your Relationships. Accountability. Diversify Debt. It can be integrated with lean six sigma as well.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

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

CFO Talks

MARCH 19, 2024

The CFO needs to consider how AI can be leveraged not just for automating routine tasks, but also for providing deeper insights into financial forecasting, risk management, and strategic decision-making. Leveraging Technology for Communication In today’s digital age, leveraging technology to communicate the finance agenda is crucial.

CFO 52

CFO Communication Finance Budgeting 52

Centage

JANUARY 4, 2022

It offers a critical benchmark for comparison enabling stakeholders to see progress or areas of weakness within a given timeframe. For example, a poor customer experience score will decrease customer retention leading to an increase in the customer churn rate and a decrease in sales which is bad news for the bottom line.

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

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. These can be developed using competitor benchmark data for the firm. This includes a clear and objective view of the sales pipeline (not rosy estimates) and a forecast of scheduled billable hours.

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

CFO News Room

NOVEMBER 14, 2022

For many large firms, the challenge of retaining financial advisors is rooted in our industry’s tendency to favor rainmaker-producers who excel in sales over advisor-planners who provide advice and manage relationships. Think about how this alone has impacted the traditional sales culture.

Practice Management 130

Practice Management Planning Leadership Communication 130

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. Implement an Easy-to-Use, Effective Marketing System.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

PYMNTS

FEBRUARY 4, 2019

these are some of the ways that retailers are integrating cross-channel POS experiences into their stores: More than six in 10 — or 63 percent — of North American retailers plan to provide mPOS solutions that leverage customers’ own mobile devices within three years. From Dollar General to Roche Bros. Roche Bros.

Benchmarking 50

Benchmarking Retail Leverage Technology 50

Spreadym

JUNE 27, 2023

Compliance and Regulation: Financial Planning and Analysis ensures compliance with financial regulations, accounting standards, and reporting requirements. Regular performance reviews, feedback sessions, and benchmarking against industry standards can help organizations assess and improve the efficiency of their FP&A function.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JUNE 18, 2018

percent across the board so far this year, and, with the exception of fast casual, so are same-store sales. 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. Experts predict that 2018 will be another year of growth.

Benchmarking 47

Benchmarking Accounting Sales Leverage 47

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. Restaurant sales are up, thanks to higher prices, but foot traffic is down , which is becoming a disturbing trend. and end at 11:59 p.m., 24 hours later. SMBs pay 1.5

Currencies 83

Currencies Benchmarking Banking Transportation 83

PYMNTS

DECEMBER 1, 2017

Moreover, even in its home country, Uber’s dominance has been slipping, with some estimating that rival Lyft will account for as much as a third of the market within the next few years. eCommerce fraud and account takeover fraud are on the rise, and consumers should gird for some lumps of coal amid the holiday cheer.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

PYMNTS

AUGUST 21, 2017

Two years after the successful sale of that broken laser pointer, Omidyar raised $6.7 million from Benchmark Capital and changed its name to eBay. Zulily, founded in 2009, became a favorite platform for moms who wanted to buy stuff for their kids and loved the surprise of seeing new selections and flash sale options every day.

Advertising 51

Advertising Retail Startups eCommerce 51

CFO News Room

DECEMBER 26, 2022

10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions. Sales & Marketing.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. But while benchmarking surveys can be helpful to see what tactics the ‘average’ firm is using, some firms might not be optimizing the use of their own internal firm data to discover ways to generate more referrals.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management. leveraging trusts when appropriate, and selecting the optimal assets for charitable giving.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Jedox Finance

APRIL 12, 2023

3 In these evolving conditions, integrated business planning (IBP) is gaining momentum because it has the power to unify all the data that matters across finance, HR, and sales into a single platform to drive decisive workforce planning. A plan that can account for potential delays in hiring is key to ensuring budget consistency and accuracy.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

DECEMBER 3, 2022

For these individuals, advisors who leverage advanced retirement income planning techniques could be particularly attractive. Financial advisors have a wide range of options when it comes to investing their clients’ assets, from purchasing individual securities to leveraging professionally managed mutual funds and, increasingly, using ETFs.

Communication 130

Communication Investments Planning Marketing 130

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. Cross-border online sales in the United States as a share of total eCommerce surged by 40 percent in May compared to the same month in 2019, and the rate of growth was six times higher than in the previous month.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

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. Physical foot traffic at these large retailers is declining and the small percentage loss of foot traffic on a massive base of in-store sales hits their bottom lines hard.

Retail 40

Retail Sales Leverage eCommerce 40

CFO News Room

FEBRUARY 2, 2022

CONROD: And we were introduced to a group that spun out of British Aerospace, and they had buying commercial aircraft on their own account and engines that power them. RITHOLTZ: That’s really interesting because the old days people would tour to promote an album and they made the money from album sales. RITHOLTZ: Right.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

FEBRUARY 13, 2023

And then somebody convinced me to go into sales and trading, and I decided to do that. You know, people are comfortable, leverage builds. And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

AUGUST 29, 2022

I would go to sales meetings. BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. And what he means by that is everybody who has Vanguard in their 401(k), everybody who has Vanguard in their IRA, their accountant says, hey, it’s time to make your contribution.

Profit and Loss 64

Profit and Loss Marketing Investments Benchmarking 64

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: Sure.

Investments 114

Investments Marketing Profit and Loss Banking 114

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

Barry Ritholtz

MARCH 21, 2023

RITHOLTZ: So it can be price-to-sales — RITHOLTZ: Yeah. 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. They grew more in terms of earnings, sales, cash flows.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this?

Marketing 107

Marketing Treasury Banking Profit and Loss 107