Global Finance

APRIL 5, 2025

Against this thriving backdrop, Bank Pekao found itself perfectly positioned to leverage its superior offerings in the debt, loan, and equity businesses, pushing the bank to a record-breaking near-$3 billion in revenue for the full year of 2024. billion Brazilian reais (about $749 million). In the $18.25 Assets acquired included 1.4

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

Barry Ritholtz

AUGUST 26, 2022

What he saw stunned him: The previous broker outsourced much of his asset management to third-party managers; Digging into the specifics he was gobsmacked by the details: Sub-$1m accounts charged 1.25% for a high turnover, actively managed SMA which lagged its benchmark by a few 100 basis points.

Concentration 141

Concentration Benchmarking Investments Accounting 141

CFO Talks

JANUARY 30, 2025

This growth was achieved through a combination of ambitious targets, clear KPIs, bonus systems, and new marketing initiatives. “We set daily production goals for factory staff and leveraged LinkedIn campaigns to reach architects and project managers in the construction industry,” he said. often a great way to gain buy-in.

Communication 52

Communication CFO Valuation Manufacturing 52

Adam Kae

MARCH 12, 2024

Today, let's dive into a game-changer that can truly revolutionize your sales strategy: the power of visible prices on your website. The Digital Marketing Landscape: Challenges and Opportunities Embracing Sales Strategy for Success Running a digital marketing agency is no walk in the park. You've just eliminated a barrier to entry.

Sales 52

Sales CFO Communication Benchmarking 52

VCFO

SEPTEMBER 21, 2023

Whether the plan is a near term sale or a sale transaction in the distant future, proactively identifying and adopting the right strategies and activating the optimal value creation levers will result in the maximization of value and the accomplishment of owner overall financial objectives.

Valuation 84

Valuation Marketing Benchmarking CFO 84

PYMNTS

OCTOBER 29, 2019

Automatic Food Service (AFS) said it has seen a 45 percent increase in sales per route since going cashless with its vending machines and office coffee business. AFS installed USA Technologies ‘ Seed Pro, Seed Markets and Seed Office solutions to track its needs with one platform.

Sales 40

Sales Benchmarking Technology Leverage 40

CFO Strategic Partners

APRIL 14, 2025

EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income. Effective budgeting requires you to get cozy with key data points like year-over-year trends, fixed and variable expenses, profit margins, cash flow data, sales numbers, and departmental needs.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

VCFO

AUGUST 9, 2023

Measure What Matters There are many other important metrics beyond those detailed here – days sales outstanding on Accounts Receivable, balance sheet leverage, employee benefits to total labor, and countless more. They can be trended over time, compared to budget, and often benchmarked against industry comps.

General Ledger 80

General Ledger Benchmarking Leverage Budgeting 80

Centage

SEPTEMBER 11, 2023

Revenue Variances You always want to analyze the differences in your sales forecasting and what the revenue ended up being. Favorable variances may indicate your company had more sales than you expected or sold your products or services at higher prices. As you’re looking at your budget variance analysis, focus on the following types.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Centage

JANUARY 4, 2022

It offers a critical benchmark for comparison enabling stakeholders to see progress or areas of weakness within a given timeframe. For example, a poor customer experience score will decrease customer retention leading to an increase in the customer churn rate and a decrease in sales which is bad news for the bottom line.

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

VCFO

JANUARY 27, 2022

In an inflationary environment, if you provide your customers credit terms, intentionally or not, you are making a sale in today’s dollars that will result in you being paid with less valuable dollars at a later date. Leverage Your Relationships. Benchmark employee compensation to competitors and across industries.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. Cross-border online sales in the United States as a share of total eCommerce surged by 40 percent in May compared to the same month in 2019, and the rate of growth was six times higher than in the previous month.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

PYMNTS

JANUARY 15, 2020

Basware said the unit has already deployed its own research and development, sales and marketing, delivery, support and other operational teams. “We have Basware enterprise best practices at our fingertips – from processes to technology – that we want to leverage to meet the needs of the expansive SMB market. .

Accounts Payable 52

Accounts Payable Benchmarking Invoicing Leverage 52

The Charity CFO

MARCH 22, 2024

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

CFO Talks

SEPTEMBER 18, 2024

Regularly review your working capital metrics and establish benchmarks to ensure improvement. Set targets for your days sales outstanding (DSO) and days inventory outstanding (DIO) to better manage your cash cycle. Negotiate longer credit terms to free up cash flow without incurring penalties.

Auditing 52

Auditing Leverage Benchmarking CFO 52

Collectiv

JUNE 13, 2023

Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively. When any organization leverages data, it must be reliable. As a result, you can be confident that the data you’re sharing with your community or leveraging to create change is as accurate as possible.

Nonprofit 52

Nonprofit Leverage Analyzing Data Budgeting 52

Trade Credit & Liquidity Management

APRIL 16, 2025

Sales Tax Compliance: Lock in a process for the acquisition and retention of sales and resale certificates and renewals. Review Customer Credit Lines: Get an understanding of your firm’s sales initiatives for each distribution channel, product line, and region to ensure that credit lines are sufficient to meet revenue goals.

Accounts Payable 52

Accounts Payable Invoicing Compliance Risk Analysis 52

PYMNTS

FEBRUARY 4, 2019

these are some of the ways that retailers are integrating cross-channel POS experiences into their stores: More than six in 10 — or 63 percent — of North American retailers plan to provide mPOS solutions that leverage customers’ own mobile devices within three years. From Dollar General to Roche Bros. Roche Bros.

Retail 50

Retail Benchmarking Technology Leverage 50

CFO News Room

NOVEMBER 14, 2022

For many large firms, the challenge of retaining financial advisors is rooted in our industry’s tendency to favor rainmaker-producers who excel in sales over advisor-planners who provide advice and manage relationships. Think about how this alone has impacted the traditional sales culture.

Practice Management 130

Practice Management Planning Communication Leadership 130

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. Their guidance helps align your organization’s cybersecurity processes with established industry benchmarks.

Investments 59

Investments Compliance Securities Benchmarking 59

Barry Ritholtz

APRIL 29, 2025

And you know, at the end of the day, un unless we have investment guidelines or restrictions from clients, you know, we seek alpha with a bit of ag agnosticism to both the benchmark and the region. So I, I certainly understand the risk of performance relative to a benchmark. What are some other unintended risks?

Concentration 52

Concentration Investments Benchmarking CFO 52

VCFO

MARCH 2, 2023

These can be developed using competitor benchmark data for the firm. This includes a clear and objective view of the sales pipeline (not rosy estimates) and a forecast of scheduled billable hours. Tap into this resource for unmatched thought partners and trusted advisors that professional services firms can leverage to optimize growth.

Strategic Planning 62

Strategic Planning CFO Budgeting Planning 62

CFO News Room

DECEMBER 3, 2022

For these individuals, advisors who leverage advanced retirement income planning techniques could be particularly attractive. Financial advisors have a wide range of options when it comes to investing their clients’ assets, from purchasing individual securities to leveraging professionally managed mutual funds and, increasingly, using ETFs.

Communication 130

Communication Investments Planning Marketing 130

CFO Talks

MARCH 19, 2024

The CFO needs to consider how AI can be leveraged not just for automating routine tasks, but also for providing deeper insights into financial forecasting, risk management, and strategic decision-making. Leveraging Technology for Communication In today’s digital age, leveraging technology to communicate the finance agenda is crucial.

CFO 52

CFO Communication Finance Budgeting 52

PYMNTS

JUNE 18, 2018

percent across the board so far this year, and, with the exception of fast casual, so are same-store sales. In 2017, prepared foods and meal kits sold in grocery stores accounted for $35 billion in sales and are expected to grow at a rate 5x that of traditional restaurants, according to NPD. Profits are reported down too.

Benchmarking 47

Benchmarking Accounting Sales Numbers 47

Jedox Finance

APRIL 12, 2023

3 In these evolving conditions, integrated business planning (IBP) is gaining momentum because it has the power to unify all the data that matters across finance, HR, and sales into a single platform to drive decisive workforce planning.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JUNE 17, 2016

Physical foot traffic at these large retailers is declining and the small percentage loss of foot traffic on a massive base of in-store sales hits their bottom lines hard. The impact of this “failure to convert,” however, goes beyond a loss in sales. Checkout abandonment is one of the underlying contributors to that result.

Retail 40

Retail Sales Leverage eCommerce 40

Future CFO

FEBRUARY 28, 2022

Furthermore, recruitment firm Randstad Malaysia shared that there is an increased demand for workers with digital skillsets, even in more traditional functions such as Accounting & Finance, Human Resources, Sales & Marketing, and Risk & Compliance. So what do we do with these trends? How can employers help?

Finance 52

Finance Accounting Benchmarking Leverage 52

PYMNTS

MARCH 13, 2019

This stumbling block to innovation is often visible in accounts payable (AP) departments, Corcentric SVP of Sales Daniel Andrew told PYMNTS in a recent conversation. Manual, paper-based invoicing systems are objectively worse in every metric when stacked against automated, digital AP systems that leverage straight-through processing.

Accounts Payable 44

Accounts Payable Accounting Invoicing Benchmarking 44

PYMNTS

DECEMBER 1, 2017

SoftBank and Dragoneer have received indications from Benchmark, Menlo Ventures and other early investors of their intent to sell shares in the tender offer,” the company said in a statement. It’s a big number – but it comes as a big discount for buyers offering $32.97 Initial payments skills will be tied to donations, restaurants and events.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. Skills and processes you might leverage to provide this include cash forecasting tools, deep dive analytics, and efficient startup models. Another key aspect of becoming a Valuable Expert is enhancing your education.

CFO 52

CFO Accounting Benchmarking Tax Planning 52

PYMNTS

AUGUST 21, 2017

Two years after the successful sale of that broken laser pointer, Omidyar raised $6.7 million from Benchmark Capital and changed its name to eBay. Zulily, founded in 2009, became a favorite platform for moms who wanted to buy stuff for their kids and loved the surprise of seeing new selections and flash sale options every day.

Advertising 51

Advertising Retail eCommerce Startups 51

Spreadym

MAY 31, 2023

These goals provide a clear direction for the organization and serve as benchmarks for measuring progress. Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Spreadym

JUNE 27, 2023

This includes historical financial statements, sales data, expense reports, market data, industry benchmarks, and other internal and external information necessary for analysis and forecasting. Use of Technology and Tools: Assess the utilization of technology and tools in the Financial Planning and Analysis function.

Financial Planning and Analysis (FP&A) 52

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

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. Benchmarking and KPI tracking across the organization to stay on course. Ad hoc reporting and visualization.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: Sure.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

SEPTEMBER 19, 2023

00:25:37 [Speaker Changed] It’s challenging, especially because private equity funds are not distributing as much as they used to because there haven’t, you know, been as many sales in the market or exits. Interestingly enough, there’s only, you know, a handful of validators actually benchmark themselves to real returns.

Investments 59

Investments Math Risk Management Benchmarking 59