Banking Financial Modeling Forecasting 
Creative CFP
NOVEMBER 4, 2021
A key step in assessing the viability of a business plan is forecasting what could be achieved, taking into account as many factors as possible. Enter the Financial Model. For BancX , we factored in banking certification costs, volumes of accounts and cards, interchange fees, interest rates, and platform fees.
Creative CFP
NOVEMBER 4, 2021
A key step in assessing the viability of a business plan is forecasting what could be achieved, taking into account as many factors as possible. Enter the Financial Model. For BancX , we factored in banking certification costs, volumes of accounts and cards, interchange fees, interest rates, and platform fees.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
CFO Talks
NOVEMBER 29, 2024
From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed. When I joined, the company was facing significant financial and operational challenges. million annually. This freed up capital for reinvestment.
Centage
SEPTEMBER 14, 2021
An investment bank analysis of Tesla ’s purchase of Solar City undervalued the company by $400 million after double-counting its debt in a spreadsheet. It replaces static spreadsheets with a cloud-based financial tool that gives role-based access to data in real time.
Spreadym
MAY 26, 2023
Expense tracking: The budgeting software allows users to track and categorize corporate expenses, either by manually entering transaction details or by integrating with other sales software and bank accounts to automatically import transaction data. It offers flexible budget creation, real-time monitoring, forecasting, and variance analysis.
CFO Thought Leader
MAY 8, 2024
Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to handle pressure and complexity—a foundational skill for any leader. While companies might traditionally use banks to transfer funds, Dwolla does the same thing faster than banks.
CFO Talks
FEBRUARY 9, 2024
As the custodians of a company’s financial health and strategic vision, modern Chief Financial Officers (CFOs) must navigate the complex landscape of monetary policy with precision and foresight. The Reserve Bank decided to keep interest rates unchanged, opting for stability amidst ongoing economic turbulence.
Expert insights. Personalized for you.
52 
Let's personalize your content