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

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 Budgeting Analyzing Data 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

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

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

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 81

Benchmarking Restructuring Leadership Planning 81

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

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

PYMNTS

NOVEMBER 24, 2020

meal delivery service, for $950 million, and could pay an additional $550 million if Freshly hits certain growth targets and benchmarks. Though the meal kit delivery firm has seen its sales pick up during the pandemic, it has struggled to keep up with consumer demand, generating many complaints of undelivered meals throughout the year. “The

Benchmarking 85

Benchmarking Startups Forecasting Leverage 85

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 64

Strategic Planning CFO Budgeting Planning 64

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

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.

Benchmarking 50

Benchmarking Retail Leverage Technology 50

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

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

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 Leadership Communication 130

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 Leverage 47

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 Benchmarking Tax Planning Accounting 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

FEBRUARY 24, 2020

Thanks to Huygens, the world has made a cottage industry out of watching the time, benchmarking it and counting it in any number of ways, and for any number of reasons. Restaurant sales are up, thanks to higher prices, but foot traffic is down , which is becoming a disturbing trend. and end at 11:59 p.m., 24 hours later.

Currencies 83

Currencies Benchmarking Banking Transportation 83

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 Startups eCommerce 51

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

CFO News Room

DECEMBER 26, 2022

10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

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 57

Investments Math Risk Management Benchmarking 57

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. But while benchmarking surveys can be helpful to see what tactics the ‘average’ firm is using, some firms might not be optimizing the use of their own internal firm data to discover ways to generate more referrals.

Education 130

Education Planning Benchmarking Investments 130

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

CFO News Room

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management. leveraging trusts when appropriate, and selecting the optimal assets for charitable giving.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

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

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

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

CFO News Room

FEBRUARY 2, 2022

RITHOLTZ: That’s really interesting because the old days people would tour to promote an album and they made the money from album sales. CONROD: Another interesting strategy that we’ve been — we’ve done three funds with a group focused on the sale leaseback, and — and that …. Now, it’s the opposite. CONROD: Yeah, yeah, right, yeah.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

OCTOBER 31, 2023

And you can go long, you can go short, you can have leverage, you could have higher exposure levels, but the securities are in the liquid public markets versus private equity, which are in illiquid private markets. 00:15:29 [Speaker Changed] That’s your benchmark, correct? 00:15:30 [Speaker Changed] Correct.

Investments 61

Investments Marketing Numbers Valuation 61

Barry Ritholtz

FEBRUARY 13, 2023

And then somebody convinced me to go into sales and trading, and I decided to do that. You know, people are comfortable, leverage builds. 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.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

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 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

AUGUST 29, 2022

I would go to sales meetings. BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. And so that gave him some leverage to sort of dig in and fight them, and they had to come up with a resolution, and that the board would agree with. I would talk to people internally.

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65

PYMNTS

SEPTEMBER 2, 2016

What’s worse, $7 out of every $100 in sales are now going into the fraudsters’ pocketbooks, and that’s definitely a Sizzle for them. Uber Local Offers leverages Visa’s Commerce Network, which leverages the TrialPay platform that it acquired a couple of years back. Local Businesses.

Benchmarking 40

Benchmarking Leverage Banking Securities 40

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

MARCH 21, 2023

RITHOLTZ: So it can be price-to-sales — RITHOLTZ: Yeah. 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. They grew more in terms of earnings, sales, cash flows.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65