Nerd's Eye View

SEPTEMBER 2, 2022

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Benchmarking 75

Benchmarking Strategic Planning Planning Investments 75

Centage

SEPTEMBER 5, 2023

In conjunction with your other numbers, your gross profit margin can tell you if your products are profitable enough, if you need to increase sales or if your expenses, like sales costs, are too high. To get this number, subtract your expenses from your revenues to get your net profit. But you need to understand which is which.

Financial Planning and Analysis (FP&A) 98

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

The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Once you have a data technology and a data governance plan in place, make sure to invest in staff and volunteer training on the programs and policies.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Future CFO

NOVEMBER 5, 2023

Initial public offerings or IPOs are among the significant milestones for a company as it transition to one open to public investment from being a privately held entity, and the chief financial officer play an important role for the journey's success. Through this benchmarking process, gaps and opportunities for improvement become apparent.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Benchmarking Risk Management 52

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Benchmarking 74

Benchmarking Communication Practice Management Securities 74

Centage

DECEMBER 1, 2021

If your board asked you to run new numbers based on fresh assumptions, it took you days or weeks to create a new set of reports. They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like.

Forecasting 98

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

Future CFO

MAY 1, 2024

Giselle Arellano-Geronimo A controller, for Geronimo, also has the privilege to make a story out of the numbers and convert the results of the financials into actionable business decisions and strategies that help shape the business. “A

Leadership 98

Leadership IFRS Finance Communication 98

Future CFO

DECEMBER 21, 2023

Cash flow and liquidity problems: Are your fixed costs or interest payments creeping up, or do you have a high number or amount of customer overdue payments? Review the credit terms you extend to customers and suppliers, and benchmark your trade terms against the rest of your industry. Weakened balance sheet.

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

CFO News Room

DECEMBER 21, 2022

Is the ultimate success metric the number of GMVs garnered in the sales period that can be potentially costly and drive pent-up demand for the short term, or is it building sustainable engagement for their businesses for the years to come? Better Quality, Better Differentiation. Leading brands are taking note. With almost 1.6

Sales 100

Sales Benchmarking Entertainment Retail 100

Centage

SEPTEMBER 5, 2023

In conjunction with your other numbers, your gross profit margin can tell you if your products are profitable enough, if you need to increase sales or if your expenses, like sales costs, are too high. To get this number, subtract your expenses from your revenues to get your net profit. But you need to understand which is which.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JANUARY 5, 2020

No announcement was made regarding the number of shares being offered or the price ranges. Investments in One Medical were led by the Carlyle Group, which owns 26.8 Other investors include Benchmark Capital Partners, which owns 13 percent, and Oak Investment Partners, with 11.4 Three more locations are in the works.

Healthcare 52

Healthcare Startups Benchmarking Investments 52

VCFO

JUNE 23, 2022

Take a look at the following financial benchmarks implemented for vcfo clients, and consider how you can achieve similar results in your organization. After benchmarking against top performing competitors, it became clear that their average days of sales outstanding (DSO) at 53 days was 20 days higher than their nearest competitors.

Benchmarking 82

Benchmarking Sales Finance Economics 82

Future CFO

OCTOBER 7, 2019

This dramatic rise (in damage costs) only reinforces the sharp increase in the number of organizations unprepared for a cyberattack,” says Robert Herjavec, Founder and CEO of Herjavec Group. Boston Consulting Group (BCG) compiled average cybersecurity spending – see Figure 1 – to reveal a lack of standard benchmark.

Budgeting 52

Budgeting Securities Benchmarking CFO 52

Future CFO

MAY 2, 2023

According to Gartner, success in digital investments and intended business outcomes are highly dependent on strong CFO-CIO partnerships. Some examples include the number of manual financial processes, the accuracy of financial reporting and financial forecasts, the time taken for the month-end close process and so on.

Finance 52

Finance Benchmarking Leadership Communication 52

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. And whether it’s all numbers or even numbers.

Investments 52

Investments Valuation Math Numbers 52

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. This measure aids in predicting future profits and establishing profitability goals and benchmarks. Simply put, it shows how much profit you make for every pound invested in your business.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

PYMNTS

FEBRUARY 13, 2019

Additional investments came from Benchmark, which led Chainalysis’ $16 million Series A round last April. While European blockchain technology companies saw a record year in VC investment in 2018, new data shows that they still didn’t receive as much funding as FinTech companies. times increase over five years.

Benchmarking 51

Benchmarking Investments Startups Finance 51

Future CFO

APRIL 21, 2021

Companies that are both committed (they back priorities with investment) and ready (they have the necessary platforms and practices in place) are up to four times as likely as those that aren’t to outperform their peers in terms of revenues from new products, services, and business models, BCG noted.

Benchmarking 52

Benchmarking Sales Investments Planning 52

PYMNTS

JULY 10, 2020

Typically, the value of stablecoins is linked to a variety of benchmarks, such as the value of a fiat currency, government-issued currency that isn’t backed by a commodity such as gold, or a basket of assets that could include investment securities and commodities, the newspaper reported.

Currencies 56

Currencies Benchmarking Finance Economics 56

CFO News Room

NOVEMBER 15, 2022

Whether you’re a newbie or a seasoned investor, you’ve probably heard these words from a friend or family member who invests in the S&P 500: “Just buy an index fund.”. But does it make sense for ALL investors to invest in the S&P 500? What if you’re not 100% comfortable investing all your money in the stock market?

Investments 130

Investments Benchmarking Finance Marketing 130

CFO Thought Leader

OCTOBER 1, 2023

However, turn back the clock to his ExactTarget days, and it’s easy to see that for a number of months, Salesforce did indeed flip Leet’s world upside down. “I Above all else, invest in the value of trust every day.” We help organizations to manage, measure, and maximize their software investments. billion deal in 2013.

CFO 52

CFO Leadership Finance Leverage 52

PYMNTS

JANUARY 10, 2020

As far as investments go, SoftBank’s Vision Fund’s recent bumps and bruises, and the state of many of its once high-flying holdings, bring to mind that scene in a long-ago Monty Python movie focused on the Holy Grail. In that film, the plague has struck, and the carts are in the streets collecting the bodies…. Bring out your dead.”.

Profit and Loss 52

Profit and Loss Construction Startups Investments 52

CFO Share

OCTOBER 6, 2023

For the passionate startup founders and dedicated SMB CEOs, knowing the true value of your business isn’t just about numbers; it’s about the heart and soul you’ve poured into your venture. As we journey through this article, we’ll illuminate the core factors that breathe life into the valuation of your business.

Valuation 52

Valuation Financial Analysis Startups Benchmarking 52

VCFO

JANUARY 27, 2022

Since our formation in 1996, vcfo has helped our clients through a number of booms and busts (.com, When making decisions in this area, think in terms of time and money invested in your workforce. Benchmark employee compensation to competitors and across industries. The Perils of Inflation.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

PYMNTS

OCTOBER 14, 2020

Some of Japan’s other top indexes, such as the benchmark TOPIX and the Nikkei 225 , are still fighting to recover from pandemic losses. Applications for employer identification numbers have grown to over 3.2 Bloomberg reported that the startup index has gone up by more than 50 percent this year, despite the coronavirus pandemic.

Startups 56

Startups Benchmarking Retail Numbers 56

Future CFO

APRIL 24, 2023

According to Gartner , enterprises must rethink their balance of investments across technology and human-centric elements in cybersecurity programmes. “A Employees must know how to balance a number of risks including cybersecurity , financial, reputational, competitive and legal risks.

Securities 52

Securities Risk Management Benchmarking Restructuring 52

Collectiv

JUNE 13, 2023

Fundraising Donor Dashboard Show donor lifetime value, average gift amount, donor retention, and the number of significant donations. Connect Initiatives to Impact 75% of donors want to see data about a nonprofit’s impact before donating. Membership Dashboard Show revenue per member, types of members, and churn rates.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

PYMNTS

SEPTEMBER 2, 2016

In a rare glimpse of venture-capital performance, Andreessen Horowitz has released some documents that give the public insight into how its investments have been performing. There is much to be admired — Andreessen’s first three venture funds have nearly doubled their investment capital since founding. Its 2010 fund is up 5.5

Benchmarking 40

Benchmarking Investments Numbers 40

PYMNTS

DECEMBER 11, 2017

The firm published its annual national benchmarking report for the U.S. In this week’s B2B Data Digest, PYMNTS highlights the key findings from Xero’s benchmarking report to find out how SMB accountants are reacting to demands for advisory services and evolving, disruptive technology. —76 61 percent of U.S.

Accounting 42

Accounting Benchmarking Accounts Payable CFO 42

Centage

APRIL 12, 2022

Our goal is to establish benchmarks, identify trends, and support on-going development of products and services that best fulfill our customers’ needs. Business Outlook for 2022 For 2022, survey respondents predicted positive trends with regard to revenue, with 100 percent of companies expecting to grow or maintain their current numbers.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Budgeting Forecasting 52

VCFO

MARCH 2, 2023

They add foresight that shows what will happen if the current course is maintained and raise decisions that need to be made, beyond just interpreting the numbers. These can be developed using competitor benchmark data for the firm. While revenue and project profitability are rather self-explanatory, utilization is not as clear.

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained.

Investments 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investments 60

Investments Benchmarking Valuation Math 60

PYMNTS

MAY 19, 2017

Historically, given the scope that purchase-to-pay encompasses, the process has been highly fragmented — a quality that has long meant businesses face a number of risks when engaging in the space. The company is also investing in research on fraud analytics leveraging the high volumes of data that pass through their P2P network.

Benchmarking 40

Benchmarking Compliance Invoicing Leverage 40

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

Barry Ritholtz

MAY 8, 2024

If you want to own active funds, then make sure they differ its benchmarks and truly are active. Full transcript below. ~~~ About this week’s guest: Andrew Slimmon is Managing Director at Morgan Stanley Investment Management, and leads the Applied Equity Advisors team; he serves as Senior Portfolio Manager for all long equity strategies.

Concentration 56

Concentration Benchmarking Numbers Investments 56