Musings on Markets

JANUARY 5, 2024

In pursuit of an answer to that question, I used company-specific data from Value Line, one of the earliest entrants into the investment data business, to compute an industry average. Return on (invested) capital 2. Excess Returns on investments 4. Financing Flows 5. Beta & Risk 1. Return on Equity 1.

Valuation 98

Valuation Financial Analysis Analyzing Data Profit and Loss 98

CFO Share

JULY 27, 2023

The integration of AI in finance operations has already transformed the way CFOs analyze data, make decisions, and navigate complex financial landscapes. CFOs may need to invest in upskilling or hiring professionals with expertise in AI and data analytics in order to improve employee experience.

CFO 40

CFO Data Analysis Analyzing Data Risk Management 40

CFO Leadership

DECEMBER 15, 2022

Finance teams will look to spend and expense management control as a key driver for cost savings in 2023—and given the macroenvironment, this effort will be of the utmost importance. Smaller players that do not invest in strategic partnerships will be outliers, as customers look to platforms that offer multiple solutions in one.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

Planful

JUNE 27, 2017

If there’s one unalterable truth about business it’s that change is constant and there will always be new data, new scenarios, and new questions to answer. In an ever-changing corporate world, finance teams have become the first responders. Why Transform Finance? Align business and finance processes everywhere.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Analyzing Data Planning 40

CFO News Room

FEBRUARY 2, 2022

Like Sowell, Williams didn’t care about your approval, but he did care about your willingness to think and to analyze data, even if – perhaps especially if — it upset your beliefs. DeGennaro is the Haslam College of Business Professor in Banking and Finance at the University of Tennessee. Dr. DeGennaro earned his Ph.D.

Analyzing Data 130

Analyzing Data Finance Economics Education 130

PYMNTS

NOVEMBER 9, 2018

Other notable rounds included a $60 million investment in a logistics software firm, as well as several investments in the alternative small business (SMB) finance space. Fraugster plans to use the investment to focus on geographic expansion, with its sights set on the U.S., Asia and broader European markets.

Startups 63

Startups B2B Investments Finance 63

Centage

SEPTEMBER 28, 2022

And fortunately, modern technology is resulting in a data flood that enables companies to predict more than ever before. By collecting and analyzing data from various parts of the organization, companies can generate reports that provide data-driven answers to all the questions plaguing them.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Financial Reporting Forecasting Budgeting 97

PYMNTS

SEPTEMBER 21, 2018

Artificial intelligence (AI) firm Suplari is targeting the procurement and finance functions in the enterprise with its newest offering. 20) that its Insights Generator is now live, enabling businesses to use the Suplari Intelligence AI platform to develop custom analytics for their finance and procurement processes.

Analyzing Data 53

Analyzing Data Finance Compliance Financial Systems 53

CFO Leadership

DECEMBER 15, 2022

Finance teams will look to spend and expense management control as a key driver for cost savings in 2023—and given the macroenvironment, this effort will be of the utmost importance. Smaller players that do not invest in strategic partnerships will be outliers, as customers look to platforms that offer multiple solutions in one.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

PYMNTS

DECEMBER 9, 2016

The solution also supports demand forecasting by analyzing data on sales, payment, labor and other metrics. Insights by Revel provides reports that can be customized for business owners to gain insight into a specific metric and have multiple ways of viewing data. Revel raised $13.5

Analyzing Data 69

Analyzing Data Forecasting Sales Investments 69

Collectiv

JUNE 13, 2023

Additionally, the manual nature of these spreadsheets makes the process prone to human error when inputting, interpreting, and distributing data. By contrast, a tool like Power BI makes it easier (and quicker) to reliably collect, organize, and analyze data.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

Boston Startup CFO

FEBRUARY 1, 2023

Preparing for due diligence : Due diligence is the process of evaluating a potential investment or acquisition. Negotiating terms : A CFO can help you understand the terms of a potential investment and negotiate terms. If at are favorable to you.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

Musings on Markets

JANUARY 12, 2021

Last week, was my data week, where I download and analyze data on all publicly traded companies, listed anywhere in the world, and I will post extensively on what the numbers look like after a most tumultuous year. Face up to uncertainty, rather than avoid or deny it : Uncertainty is a feature of investing/ business, not a bug.

Valuation 52

Valuation Corporate Finance Finance Investments 52

Planful

JUNE 17, 2021

Many finance leaders confuse financial planning with strategic planning. But when it comes to strategic planning components, CFOs shouldn’t be in a pure finance mindset. Instead, think about connecting the finance function with the big picture, from product innovation to sales and marketing. ” Why the disconnect?

Strategic Planning 40

Strategic Planning Financial Planning and Analysis (FP&A) Planning CFO 40

The Finance Weekly

OCTOBER 13, 2021

As much of the developed world reopens, many businesses are optimistic and looking to invest in a new era of growth. To alleviate this concern, finance teams should employ scenario modeling and financial planning tools to compare the immediate expense of the move to the long-term income potential. trillion in the first half of 2021.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Centage

SEPTEMBER 27, 2022

And fortunately, modern technology is resulting in a data flood that enables companies to predict more than ever before. By collecting and analyzing data from various parts of the organization, companies can generate reports that provide data-driven answers to all the questions plaguing them.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

AUGUST 6, 2019

The CFO has made FP&A a top priority as previously described , wanting significantly more value from the investments made in this function. In the past, what made you a successful FP&A professional was your technical skills like Excel modeling and ability to analyze data. A radically different skills model.

CFO 52

CFO Analyzing Data Communication Finance 52

Planful

APRIL 29, 2021

Finance professors often teach that markets are working toward efficiency—that they’re linear. The best way for finance professionals to navigate the market’s uncertainty? Many finance leaders understand the importance of agile planning. So, how can more finance professionals practice agile FP&A?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Finance Analyzing Data 40

PYMNTS

MARCH 27, 2019

Dries Verboven, market manager of regulatory reporting at Wolters Kluwer Finance, Risk & Reporting, says it’s all about data, which is both the key to regulatory compliance, and to a more efficient and profitable operation for the entire institution. This trend will not slow down,” he warned. “On

Compliance 46

Compliance Banking Analyzing Data Prioritization 46

PYMNTS

MAY 10, 2016

In a survey of CFOs within the manufacturing sector, Siemens Financial Services found that these professionals commonly cite the capabilities for their equipment to capture and analyze data, to automate order processing and to perform quality control as hallmarks of the Fourth Industrial Revolution. Smart Finance .

Manufacturing 40

Manufacturing Analyzing Data Finance CFO 40

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. Data Management and Systems: FP&A analysts are responsible for managing financial data and ensuring data integrity.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

SEPTEMBER 4, 2018

How does one know when to leap into a new technology without getting hit with issues like implementation problems, technical challenges and the threat of a wasted investment? Reel pointed to more efficient supplier payments, and the ability to more easily access, share and analyze data, as two particularly strong benefits.

Invoicing 70

Invoicing Analyzing Data Technology Advertising 70

Planful

FEBRUARY 2, 2017

In the 1980s, the availability of spreadsheet software such as VisiCalc and Lotus 123 allowed accounting and finance teams to automate the creation of budgets and reports, and replace manual worksheets. cloud-based software ) that allows Finance to take control, deploy the solution quickly, and receive automatic, low-cost upgrades.

Budgeting 40

Budgeting Forecasting Analyzing Data Finance 40

Barry Ritholtz

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

Investments 57

Investments Marketing Concentration Economics 57

PYMNTS

FEBRUARY 6, 2018

Automation technologies can analyze data from credit reporting agencies and other sources, for example, to vet suppliers, validate and approve invoices and address areas in the B2B payments process prone to risk, from internal employee threats to external fraud. “You

Accounts Payable 40

Accounts Payable Accounting Invoicing Analyzing Data 40