Finvisage

DECEMBER 31, 2019

Risk of Illicit financial activities seen at Patisserie Valerie could have been mitigated with our Treasury Management System. Samsung Electronics’ unsecured financial data was shredded due to inadequate security measures. This would have left no scope for fraudsters to vandalise financial data.

Reconciliations 52

Reconciliations Financial Analysis Accounting Construction 52

CFO News Room

JANUARY 18, 2023

Depending on the role you are considering, you may need a degree in a relevant field such as finance, mathematics, or economics. You can also become an independent agent, performing financial analysis and selling life insurance products to clients. So, don’t wait – start mapping out your life insurance career today.

Leadership 130

Leadership Education Communication Problem Solving 130

CFA Institute

FEBRUARY 26, 2020

A long-forgotten economic indicator demands a reappraisal, says Daniel Nevins, CFA.

Economics 52

Economics Performance Measuring Financial Analysis Banking 52

CFA Institute

JUNE 11, 2019

How healthy are the bank and non-bank sectors across the globe? How does their current status compare with the days preceding the global financial crisis?

Banking 52

Banking Performance Measuring Financial Analysis Risk Management 52

Musings on Markets

JULY 25, 2023

One is curiosity , as political and economic crises roll through regions of the world, roiling long-held beliefs about safe and risky countries. My suggestion is that for countries where recent political or economic events would lead you to believe that sovereign rating is dated, you should switch to using sovereign CDS spreads.

Hurdle Rate 52

Hurdle Rate Currencies Valuation Marketing 52

Spreadym

JULY 10, 2023

Adjustments are made to ensure that financial statements reflect the economic reality of the period being closed. Timely and Regular Reconciliation: Perform regular reconciliations of key accounts, such as bank accounts, accounts receivable, accounts payable, and inventory. This helps ensure consistency and reduces errors.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

Musings on Markets

JANUARY 9, 2021

The second is that there are great (and free) sources for macro economic data, ranging from the Federal Reserve (FRED) to the World Bank and I don’t see the point of replicating something that they already do well. While markets, for the most part, have recovered strongly, large segments of the real economy have not.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

Barry Ritholtz

DECEMBER 28, 2022

But a money market fund was sure to be a winner compared to the bank CDs that were limited by regulation to 5% interest. You could put together a portfolio that’s producing a very high income, and the banks that had all the money were limited to that 5.5%. This is plain vanilla on some money market fund.

Profit and Loss 72

Profit and Loss Investments Marketing Sales 72

Barry Ritholtz

JUNE 13, 2023

You went to school in Paris, but you began your career in London at Merrill and Deutsche Bank. You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. I joined, effectively, Deutsche Bank.

Investments 57

Investments Banking Entertainment Valuation 57