The Finance Weekly

JANUARY 19, 2023

Optimize Performance by Comparing KPIs Against Benchmarks: An operational finance leader will keep track of important business metrics such as gross profit margin, working capital, and operating cash flow, and compare them against industry benchmarks. Help department heads make the case for new hires.

Leadership 98

Leadership CFO Benchmarking Finance 98

VCFO

MAY 26, 2022

Historically, examining compensation strategy and conducting compensation benchmarks has largely been an annual or, in some cases, even less frequent endeavor. Managers should be able to communicate clear steps that the employee can take to reach a higher compensation level, and what the expected timing would be.

Communication 83

Communication Benchmarking Construction Leadership 83

Jedox Finance

JUNE 5, 2023

Historically, Jedox model and report builders construct dashboards as a visual representation of data that helps business users track and monitor key performance indicators (KPIs). Cloud Console improves communication and transparency Through Cloud Console, organizations can now diagnose and resolve VPN connection issues efficiently.

CFO 52

CFO Benchmarking Forecasting Communication 52

CFO News Room

NOVEMBER 14, 2022

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.,

Practice Management 130

Practice Management Planning Leadership Communication 130

Planful

OCTOBER 25, 2016

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.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. They create the benchmark. DAVIS: Yes, exactly.

Investments 52

Investments Benchmarking Valuation Construction 52