CFO Plans

DECEMBER 2, 2024

Join us as we explore unique perspectives on financial reporting and data analysis, offering actionable insights for hospitality business owners seeking growth opportunities without a dedicated financial strategist. This strategic approach not only enhances profitability but also supports broader expansion efforts.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

Spreadym

NOVEMBER 23, 2023

OPEX in Financial Analysis is a crucial metric as it reflects the ongoing costs necessary for running a company and generating revenue. OPEX in Financial Analysis Analyzing OPEX is essential because it provides insight into a company's operational efficiency and cost management.

Financial Analysis 59

Financial Analysis Benchmarking Cost Management Restructuring 59

CFO Talks

JANUARY 30, 2025

He also stressed the importance of monitoring leading indicators, such as sales leads and inventory levels, to address issues before they impact financial performance. Roger: It starts with analyzing past trends and benchmarking against the market. Leana: You mentioned targets, accountability, and incentives for teams.

Communication 52

Communication CFO Valuation Construction 52

CFO Leadership

OCTOBER 10, 2023

Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes. The large language model (LLM) is trained on the financial documents, terminology, trends and data that Bloomberg has collected for nearly a half-century.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Future CFO

AUGUST 30, 2021

Controllers: Companies don’t have access to historical data to benchmark their responses and performance against or help model future scenarios. A Bachelor’s degree in the following will be expected for this role are Accounting, Finance or Economics. An MBA or CPA is also highly desirable.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Problem Solving CFO 52

Musings on Markets

AUGUST 15, 2023

Arbitrage pricing : Arbitrage refers to the possibility that you can create risk-free positions by combining holdings in different securities, and the benchmark used to judge whether these positions are value-creating becomes the risk-free rate.

Investments 98

Investments Currencies Treasury Hurdle Rate 98

Spreadym

JUNE 6, 2023

Performance evaluation: Financial forecasts serve as benchmarks for comparing actual financial results against projected figures. This evaluation helps in monitoring performance, identifying deviations, and taking corrective actions to achieve financial goals.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52