CFO Talks

JANUARY 29, 2025

With a solid foundation in accounting and a Fellow Chartered Certified Accountant (FCCA) qualification, she has built an impressive career in both the public and private sectors, earning recognition for her expertise and dedication. One of my optional subjects was accounting.

CFO

The Big Picture

JULY 17, 2025

It won’t take very much math to put the effect of tariffs into a broader context. Imported physical goods account for less than $4 trillion, or approximately 13% of the overall economy.1 There is a fundamental misunderstanding (aka political spin) about the impact of tariffs. And, more than half of that is Services spending.

Math

The Big Picture

JUNE 23, 2025

It’s sort of like math with dollar signs attached to it. So when we talk about on the exchange, we’re talking about anything that’s publicly traded that you could just log onto your online trading account, buy or sell instantly. It was about, you know, I love math statistics, all that stuff. I really like it.

Mergers and Acquisitions (M&A)

Barry Ritholtz

MAY 1, 2025

Compounding, Denominator Blindness, Survivorship Bias all affect our abilities to make good decisions about the future when even basic math is involved. 4 factors: Account size, ongoing contributions, spending, lifespan (Note inflation/market action are not in here) But its really balancing two things: Longevity vs drawdowns.

Investments

Barry Ritholtz

APRIL 8, 2025

So now we’re everywhere and we’re serving every type of wealth client internationally, domestic self-directed through a brokerage account all the way through complete discretionary. Can we give every single one of your employees a account or advice, you know, to their first, you know, purchase in a 5 29 account?

Mergers and Acquisitions (M&A)

Barry Ritholtz

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. You just needed a brokerage account. I got a, a new will, powers of attorney, I closed accounts so that there, there are fewer accounts for my family.

Investments

Barry Ritholtz

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. And ultimately we’re looking for the 60 stocks that we think have the best upside potential take into account liquidity and other parameters of risk. 00:07:26 And then I moved on to the equities team afterwards. And I just learned a tremendous amount. To draw upon.

Investments

Barry Ritholtz

MARCH 17, 2025

I was an accounting major for a good period of time. I got well into the upper division stuff, and then I couldn’t imagine myself as an accountant. Wasn’t the Excel spreadsheet error, which changed their math. But it still doesn’t pose a financing challenge as the central bank is just crediting bank accounts.

Budgeting

The Big Picture

JUNE 16, 2025

And so I was going to have to invest and save on my own account to accomplish that. Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. So you mentioned half math, half Shakespeare. Let’s talk about the math side. I I, I mean that’s how I do math in my head.

Math

Barry Ritholtz

MAY 13, 2025

00:16:36 [Speaker Changed] Yeah, I’m, I’m not gonna check your math on that, but I’ll, I’ll buy Eric saying your, your estimate there on what we’ve saved investors over time. I think we could ballpark it closer to $2 trillion. And I think the focus on cost has been relentless.

Investments

Barry Ritholtz

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. So at the time, well, I left the floor beginning of 95 and started deploying just the money I’d earned on the floor in off floor trading account. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue.

Profit and Loss

The Big Picture

JUNE 2, 2025

And when I went there I was gonna be a lawyer and I was gonna major in mathematics and I took my freshman year math and that all went great. And it turned out that half of that class had been the US National Math team and they had all competed internationally and they knew stuff I didn’t.

Forecasting

Barry Ritholtz

APRIL 1, 2025

He, like, he stopped doing math and science when he was like seven years old. Here’s a guy who’s an accountant teaching classes in Brazilian jujitsu and like, like becoming a ninth level black. So that I wouldn’t, I mean, Dave has more, those characters are not characters I would’ve naturally sought out.

Investments

CFO Talks

JULY 29, 2025

Her leadership portfolio includes roles as Regional Financial Manager for Kia Retail Operations, Head of Management Accounting at Aveng, and multiple finance leadership positions at Toyota South Africa. I have always enjoyed Math and Accounting in school, my dad was a bookkeeper and I think this is where it started.

CFO

PYMNTS

JANUARY 8, 2021

Rigorous Math Vs. Calendar Gazing. In addition, he said, hospitals also need to analyze and account for variables in supply and demand. “If So the math to match supply and demand has to be very, very rigorous. Each asset had its supply-demand math done perfectly. Uberizing Healthcare.

Math

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.” .

Nonprofit

Barry Ritholtz

OCTOBER 20, 2023

That comp gets deposited directly into my bank account, and that money is available for purchasing necessities (food, housing, clothing, medicine, transportation, etc.) Whether it’s a few decades or a century, the math works the same. That compensation is in a currency that is a widely accepted medium of exchange.

Investments

CFO News Room

DECEMBER 15, 2022

To convey at least a part of that missing texture, we’ve pulled together some recent journalistic and more granular accounts of how state and local school education officials have responded to the long-term rise in teacher vacancies. Unfortunately, almost all of these have proved to be less than ideal for teachers and students.

Numbers

Generation CFO

JANUARY 28, 2022

However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University. I’m very energised by the fact that the accounting profession – in fact all professions – are facing a huge challenge with AI. Dealing with changes and challenges.

CFO

PYMNTS

FEBRUARY 21, 2020

Cryptocurrencies — like bitcoin — are “produced by solving complex maths puzzles and governed by disparate online communities instead of a centralized body,” reports said. Cash accounts for 20 percent of merchant transactions. “The aim of the project is to show how an e-krona could be used by the general public,” Riksbank said.

Currencies

Barry Ritholtz

FEBRUARY 17, 2023

Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame. The stock market’s winners and losers will be different too. Here’s your investing playbook.

Math

PYMNTS

JUNE 15, 2020

We take a similar attitude when it comes basic math and science — but when it comes to financial literacy, only 21 states require financial education, Dr. Annamaria Lusardi recently told Karen Webster. I mean, this is why, in a sense, we are ignorant — because the world has gone so fast and we didn’t catch up.”. Lusardi should know.

Education

Barry Ritholtz

NOVEMBER 27, 2023

24, 2023 _ 1: In particular, why average outperforms over the long run; Sommers credits not making errors (via Charlie Ellis’ “Winning the Loser’s Game”) but the nuance and math are fascinating. 4: This is a big advantage of a Cowboy account – you can swing for the fences and if you strike out, its irrelevant. More on this later.

Marketing

CFO News Room

NOVEMBER 13, 2022

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. As much as possible, CMOs must help their C-suite colleagues understand the math of marketing activities holistically and results throughout the full funnel. Often this comes down to accountability and silos.

Budgeting

The CFO College

JUNE 3, 2021

Increase Your Value and Boost Your Services with Two CFO-Level Accounting Tools. Yes, automations can crunch numbers, but there is so much more to providing accounting services than calculations. When you bill two clients at $4,200 per month, just do the math. Done right, this will add big value to your clients!

Accounting

Barry Ritholtz

MAY 9, 2024

No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 2 Sure, you can claim mainstream media is bad, but social media is worse.

Math

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math

CFO News Room

FEBRUARY 6, 2022

That means TIPS can be a cash drain, unless they’re held in a tax-free account like an individual retirement account or 401(k). And those results don’t account for changes in the securities’ market price. What investment strategies are you using in the face of rising prices? Join the conversation below.

Treasury

The Charity CFO

FEBRUARY 17, 2022

Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve. And it helps you and your team be accountable for reaching your goals. Don't hire the wrong accountant for your nonprofit! Get the free guide!

Nonprofit

PYMNTS

FEBRUARY 13, 2019

In the accounting space, that means integrations with enterprise resource planning (ERP), accounts receivable, accounts payable, procurement, banking and other portals. This is one reason why companies may choose to work with a firm like Codence to custom build accounting software into their firms.

Finance

VCFO

AUGUST 11, 2022

Renewable energy by nature demands different talent pools with more advanced technical and math skills to help guide the initiatives. This includes initiatives like diversity, equity, and inclusion – especially given that women account for less than 25% of oil and gas industry employees (as of 2020).

Math

PYMNTS

NOVEMBER 6, 2018

Then, Krakaris does some math on the backend to find out where merchants should send their products. Protein powders and makeup account for a huge space for the company, according to Krakaris, and the company also carries toys and games along with art supplies.

eCommerce

The Charity CFO

FEBRUARY 9, 2022

Want to learn the basics of nonprofit accounting? . If you get frustrated when reading your nonprofit’s financial statements, or just don’t “get it,” we have a free 3-part video series that’ll take the stress and mystery out of nonprofit accounting. Yes, even if you were bad at math in high school.) .

Nonprofit

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

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

Math

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.

Math

PYMNTS

MAY 21, 2020

Efforts to boost success rates can be improved by plugging into account updaters and new technologies, including network tokenization. He noted that these firms may be focused on the simple math that drills down on the fact that that they have an average of 250 orders a week, and the platform will take 10 percent or 20 percent of their sales.

Math