Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

Spreadym

NOVEMBER 23, 2023

Comparative Analysis: Comparing OPEX with industry benchmarks or competitors allows businesses to benchmark their performance. Lower OPEX can indicate a more efficient use of resources, which might attract investors or indicate a company's ability to weather economic downturns.

Financial Analysis 59

Financial Analysis Benchmarking Restructuring Cost Management 59

Spreadym

JUNE 29, 2023

Revenue planning is the process of estimating and forecasting an organization's future revenue streams. Set revenue targets Based on the organization's goals, market conditions, and industry benchmarks, establish realistic revenue targets for the planning period. This analysis helps in setting a baseline for future revenue projections.

Planning 52

Planning Forecasting Benchmarking Communication 52

Future CFO

AUGUST 25, 2019

This is expected to help the country—the largest economy in Southeast Asia—to sustain its economic growth despite the ongoing US-China trade war which is predicted to slow global growth. The Reserve Bank of India (RBI) had its fourth rate cut this yearn early August, dropping its benchmark rate by 35 basis points to 5.4%.

Benchmarking 40

Benchmarking Forecasting Economics Banking 40

Future CFO

SEPTEMBER 17, 2019

New Gartner benchmark study reveals 92% of HR leaders are prioritising budgeting and cost optimisation initiatives. While there is growing pressure for HR leaders to reduce budgets and improve productivity, many CHROs and their teams struggle to monitor the economic business cycle and anticipate times of economic uncertainty and volatility.

Benchmarking 52

Benchmarking Budgeting Economics Forecasting 52

Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 52

CFO Leadership

OCTOBER 10, 2023

And research from Goldman Sachs forecasts that productivity improvements related to generative AI could deliver a 7% boost in global gross domestic product, while increasing productivity growth by 1.5% McKinsey asserts that generative AI will “unleash the next wave of productivity” for businesses and their teams.

Financial Planning and Analysis (FP&A) 115

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

Future CFO

DECEMBER 23, 2019

IMF Chief Economist Gita Gopinath said earlier this month that the organisation will likely cut India’s growth forecast of 6.1% The country’s central bank cut its benchmark rate five times this year. Image by IMF. for the fiscal year through March. The IMF estimates that general government debt hit a three-year high of 68.1%

Benchmarking 52

Benchmarking Budgeting Economics Forecasting 52

Future CFO

NOVEMBER 21, 2019

Indonesia’s central bank cut reserve requirement on Thursday but kept its benchmark interest rate unchanged at 5%. BI’s forecast for 2019 GDP growth was 5.1%, he said, in line with previous estimates. billion) of additional liquidity. Warjiyo said GDP was likely to improve in Q4 due to seasonal patterns. and inflation to hit 3.1%

Benchmarking 52

Benchmarking Economics Forecasting Banking 52

Future CFO

MARCH 3, 2020

The Hong Kong Monetary Authority has cut its benchmark interest rate today by half a percentage point to mirror the Fed’s base rate reduction from 2% to 1.5%. BNM reported economic growth of 3.6% in 2019, the lower end of the central bank's forecast. billion to prevent the first back-to-back annual recessions on record.

Benchmarking 40

Benchmarking Budgeting Forecasting Economics 40

PYMNTS

APRIL 15, 2020

The retail sales figures are usually effective barometers by which retailers can benchmark inventory levels and predict future spend. The numbers do show that consumer spending was down, and economists are forecasting it will lead to an annualized rate of a 6 percent contraction for Q1. By comparison, consumer spending grew at a 1.8

Numbers 52

Numbers Sales Retail Benchmarking 52

PYMNTS

APRIL 14, 2020

However, those data attributes are critical when it comes to automatically reconciling incoming and outgoing payments, and for supporting cash flow forecasting. Throw in today’s world where many people and departments work remotely, and simply having access to quality data when you need it can be a challenge.

Cash Flow Forecasting 92

Cash Flow Forecasting Treasury Foreign Exchange Benchmarking 92

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 CFO Problem Solving 52

Creative CFP

AUGUST 11, 2020

The seven key indicators of financial risk There are seven key indicators of financial risk that provide insight into management’s ability to lead the business through economic, market, and competitive challenges. Management should have a clear strategy and detailed cash flow forecasts to proactively monitor and control this growth phase.

Investments 52

Investments Accounts Payable Benchmarking Cash Flow Forecasting 52

PYMNTS

SEPTEMBER 16, 2016

Economists had forecasted that the CPI would move up by 0.1 A disappointing economic report for August, weak retail sales and industrial production and slower job growth are expected to prevent the Fed from increasing interest rates at least until December. The CPI increased 1.1 percent last month. percent in July.

Benchmarking 65

Benchmarking Restructuring Forecasting Treasury 65

PYMNTS

SEPTEMBER 15, 2016

based retailers slipped more than had been forecast last month. It should be noted that this is one of the last “major” economic reports being released ahead of the Federal Reserve’s meeting next week and may presage a continued reticence to raise benchmark interest rates (and risk choking off consumer spending even more).

Sales 46

Sales Retail Benchmarking Forecasting 46

Spreadym

AUGUST 23, 2023

Workforce planning involves analyzing an organization's current workforce, forecasting future workforce requirements, and developing strategies to ensure that the right people with the right skills are available at the right time to meet the organization's needs. What are the goals of workforce planning process?

Planning 52

Planning Leadership Compliance Analyzing Data 52

Future CFO

MAY 26, 2020

Asked what the priorities of the financial planning and analysis teams were in 2018, three-quarters of CFOs surveyed by FutureCFO between March and April 2020 picked planning, budgeting and forecasting as a key function of the department.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury Education 52

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. GMO is kind of famous for doing seven year forecasts, right?

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? So, our active team has been successful outperforming their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 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 80

Investments Currencies Treasury Hurdle Rate 80

PYMNTS

APRIL 12, 2016

Uncertainty of economic conditions (33 percent). From a benchmark of 100 in the first quarter of 2007, the SFBI has increased to 112.9 Growth continues to be strong, and our growth forecast shows a slight reduction to 3.0 Nevertheless, if our forecast hits the mark, the SFBI will stand at 114.5 Challenges. in Q2 2015.

Benchmarking 41

Benchmarking Forecasting Construction Finance 41

Planful

OCTOBER 5, 2021

Who could argue with fewer days spent in consolidation, forecasting, and reporting? In his perspective on Ventana’s 2019 benchmark research on the Office of Finance , Kugel noted that for the first time in 15 years, companies showed significant improvement in month-end close times.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Benchmarking 40

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

FEBRUARY 13, 2023

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. There is alpha. Can you manage that through downturns?

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time. So you can see how the forecasts are there. I found this conversation to be fascinating, and I think you will also. You get an MBA from NYU.

Quantitative Analysis 60

Quantitative Analysis Investments Valuation Marketing 60

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? Well, I’m not forecasting another 20% down, but I do think we could go down 5% or 10%. How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk? TROPIN: Yeah.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

PYMNTS

SEPTEMBER 13, 2018

The stolid figures of finance issue warnings that seem crafted not only for contemporary audiences, but also for future historians who will judge the wisdom of all those forecasts. The country’s central bank has raised its benchmark lending rate to 24 percent from 17.75 The latest news comes from Turkey. Netflix Example.

Economics 46

Economics Risk Management Currencies Foreign Exchange 46

Barry Ritholtz

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. But those forecasts are, you know, not particularly reliable.

Treasury 56

Treasury Marketing Economics Banking 56

Barry Ritholtz

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

Economics 56

Economics Marketing Manufacturing Profit and Loss 56

Barry Ritholtz

NOVEMBER 15, 2022

It seems like an easy one, but there’s a lot of missed benchmarking that goes on. We’re going to make a benchmark much easier. So we haven’t talked about the thematic ETS, biblical, partisan, our friend Perth Tolle’s Economic Freedom. There’s no economic incentive for anybody to change any of that.

Finance 107

Finance Investments Math Marketing 107

Barry Ritholtz

DECEMBER 26, 2023

And economic indicators, like the unemployment rate or the claims data, and you know, we actually did some scenario analysis around that recently, just talking about, Hey, what happens if the employment rate rises versus falls? I mean, I, I haven’t done that much work. I think, I think it’s probably more useful.

Marketing 60

Marketing Leadership Finance Investments 60

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. Your chief economic advisor to the president. 00:16:40 So there was a way to judge yourself.

Marketing 107

Marketing Treasury Banking Profit and Loss 107

CFO News Room

DECEMBER 13, 2022

Inflation: “United States Consumer Price Index (CPI)” [ Trading Economics ]. Optimism: “United States NFIB Business Optimism Index” [ Trading Economics ]. in October, beating forecasts of 90.4, Optimism: “United States IBD/TIPP Economic Optimism Index” [ Trading Economics ]. PUNS (@ThePunnyWorld) December 12, 2022.

Economics 130

Economics Forecasting Communication Benchmarking 130