Fpanda Club

JULY 24, 2022

They tend to avoid losses and prefer to keep the things as they are rather than invest in risky innovation. If project teams already know what numbers should be reached to win the funding, there is no need to randomly “play” with assumptions to figure out the acceptable set of parameters.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

PYMNTS

FEBRUARY 28, 2020

Credit unions possess vast troves of personal information such as credit card data and Social Security numbers that could devastate members if leaked. The leaked data did not include passwords, codes or identification questions, but did expose names, addresses, birthdates, social insurance numbers and information about transaction habits.

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

VCFO

MARCH 17, 2023

That’s because inventory is a key driver of several profit & loss (P&L) statement components, from revenue all the way down to net profit. A benchmark exercise can also provide insight here. Forecasting Sales and Applying Seasonality Sales is also a pivotal part of the inventory turnover equation.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

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. In a reflection of the times, there have been two developments.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Planful

OCTOBER 5, 2021

Who could argue with fewer days spent in consolidation, forecasting, and reporting? This way, the FP&A system functions as a single source of truth housing all of the most up-to-date data, and the finance team doesn’t have to lose time at the end of each month culling and consolidating numbers from across the business.

Financial Planning and Analysis (FP&A) 40

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

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. And I — I — I don’t like to ask people for predictions and forecasts, but you’re looking at the flows and you get client questions all the time. One, we also saw a record number of credit card openings in Q1 and Q2.

Investments 116

Investments Marketing Profit and Loss Banking 116

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 65

Profit and Loss Valuation Forecasting Investments 65