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The Future of Financial Leadership: Aligning Operational and Strategic CFOs

The Finance Weekly

Specialists in operational finance create financial models that outline the details of business processes and their impact on the company's goals, staff plans, budget, and cash flow. Although the concepts may seem straightforward, the process of analyzing costs and constructing adaptable financial models can be quite time-consuming.

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How To Hire And Train An Associate Advisor For Your RIA

CFO News Room

Providing constructive feedback to newer associate advisors is also important. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. Key Result 2 : The associate advisor stays present with clients by communicating with them on an ongoing basis (e.g.,

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Enterprise Risk Management and EPM – Separate or Joined at the Hip?

Planful

For another, their biggest risk is ensuring safety on the job sites, but they also face fluctuating demand in the construction industry and the risk this puts on their P&L. One recommendation was to establish baselines for the business based on prior experience, or to use external benchmarking information to evaluate performance and risk.

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Transcript: Ted Seides

Barry Ritholtz

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.