KG Virtual CFO

JULY 21, 2025

For example, a service‐based startup that tracks daily inflows can adjust staffing or marketing spend before a liquidity squeeze occurs. When operating cash inflows exceed outflows, a business can reinvest in product development or marketing, accelerating growth without external financing.

Cash Flow Forecasting

CFO Thought Leader

DECEMBER 9, 2024

Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. But then along came Jellyfish, a company whose big day in the public markets would likely be years away.

Leadership

E78 Partners

JUNE 27, 2025

Meanwhile, distributions to LPs are falling behind historical benchmarks, leaving many investors cash-flow negative. Leading firms are investing in portfolio monitoring tools, integrated dashboards, and predictive analytics to prioritize resources and unlock underperforming assets. Waiting isn’t a strategy. It’s a liability.

Benchmarking

Trade Credit & Liquidity Management

JUNE 12, 2025

In an economic landscape marked by ongoing uncertainty, small businesses continue to navigate shifting consumer behaviors and market dynamics with remarkable adaptability. Consumers are increasingly prioritizing essential goods and services over discretionary purchases, a trend that is now defining the small business landscape.

Benchmarking

CFO Strategic Partners

APRIL 14, 2025

5 Reasons to Prioritize Financial Literacy Poor financial literacy negatively impacts overall business performance, financial decision-making, fundraising, M&A, and much more. EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income.

Mergers and Acquisitions (M&A)

Barry Ritholtz

FEBRUARY 17, 2025

Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. She’s a boots on the ground type of investor who focuses and specializes in emerging market value. What makes that style of investing so interesting and different is simply market inefficiencies.

Investments

CFO Strategic Partners

MAY 29, 2025

Why CFOs Must Act Now: Turning Tariff Disruption into Strategic Opportunity Insights from Acclarity Accredited to FP&A Subject Matter Expert: Marcus Fisher Global markets are entering a period of structural disruption—and finance leaders are on the front lines. They’ll emerge more agile, more competitive, and better positioned to lead.

Financial Planning and Analysis (FP&A)

Embark With Us

MARCH 26, 2025

A revised delegated act is expected within six months of the proposal’s finalization and would substantially reduce the number of mandatory data points, prioritize quantitative over narrative disclosures, and clarify ambiguous provisions—particularly around the application of the double materiality principle.

Compliance

Fpanda Club

APRIL 18, 2022

Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company. To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

Financial Planning and Analysis (FP&A)

Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. Benchmarking: Personal Best. The rest largely benchmark against companies in similar industries, while some also benchmark against those of a comparable size or complexity level. For more information, visit www.kyriba.com.

Prioritization

VCFO

MAY 17, 2024

v360 is built on the operational experience that the vcfo finance, HR, and capital market executives have amassed in working with more than 5,000 companies over the last 28 years. Qualitative Factors Your company’s culture, leadership, and operational capability are pivotal in determining its market value.

Benchmarking

PYMNTS

OCTOBER 23, 2018

Data intelligence firm Aktis is rolling out a cloud-based platform for banks to benchmark and analyze their market positions compared to industry peers. Securities and Exchange Commission (SEC) urged corporate governance executives across industries to prioritize cybersecurity and disclosure of information to investors.

Banking

Centage

SEPTEMBER 11, 2023

Did changes in market conditions cause it? You must prioritize the ones that have the most significant impact on your business. Negative variances may signal that there isn’t as much demand for your product or service, more competitors have entered your market, or your pricing was too high for the market.

Financial Planning and Analysis (FP&A)

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. 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)

CFO Leadership

APRIL 10, 2023

HR teams and internal marketing leaders can collaborate on materials highlighting what duty of care means at the particular company, examples of duty of care in action, and proactive game plans for extraordinary circumstances. Achieving that goal means investing time and money, mostly around planning and implementing best practices.

Risk Management

Focus CFO

APRIL 19, 2022

In a volatile couple of years that have seen a global pandemic, supply chain challenges, talent shortages and record inflation, the data we use to benchmark performance and guide our businesses is as vital as ever. Cash flow from operations is also being prioritized above total cash flow. How to Identify, Track and Use Data Points.

Benchmarking

CFO Talks

JULY 4, 2024

Ayiku emphasized that modern CFOs often come from a variety of professional backgrounds, including engineering, marketing, and science. Key Takeaway: CFOs must prioritize understanding their customers’ payment preferences and adapt their systems accordingly.

CFO

CFO Leadership

OCTOBER 10, 2023

Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes. The large language model (LLM) is trained on the financial documents, terminology, trends and data that Bloomberg has collected for nearly a half-century.

Financial Planning and Analysis (FP&A)

PYMNTS

JANUARY 29, 2019

In its 2019 Data Privacy Benchmark Study, published last week, Cisco found that the combination of security best practices and investment in cybersecurity technology correlates to a lessened impact from data breaches.

Investments

The Charity CFO

DECEMBER 20, 2023

This creates a culture built on a solid foundation for prioritizing, serving, creating sustainability & growth for both the employees and clients. How does one help clients understand their benchmarking? And because of those differences, it is important to consider them when creating benchmarks and KPIs required for each group.

Nonprofit

CFO Share

JANUARY 26, 2024

For example, an early-stage tech startup may emphasize User Growth Rate, whereas a growth-stage startup should prioritize Customer Lifetime Value (LTV.) Consider industry benchmarks or standards to ensure alignment. KPIs Must Align with Business Strategies KPIs MUST align with and directly support your business strategies.

Foreign Exchange

Centage

APRIL 12, 2022

In creating our financial planning and analysis (FP&A) solution, we gain valuable insight from a wide range of industry experts, including mid-market CFOs and finance leaders. Our goal is to establish benchmarks, identify trends, and support on-going development of products and services that best fulfill our customers’ needs.

Financial Planning and Analysis (FP&A)

E78 Partners

SEPTEMBER 14, 2023

Leaders are at the helm steering their organizations through changing consumer, market, and Board expectations. At its core, a BP&B Health Check is a benchmarking exercise that evaluates an organization’s strategic alignment and financial agility against industry standards. Enter – The BP&B Health Check.

Financial Planning and Analysis (FP&A)

E78 Partners

APRIL 9, 2024

According to Accenture , 68% of organizations see an uptick in cyber incidents the month of a deal closure, and mid-market companies are hit the hardest. Their guidance helps align your organization’s cybersecurity processes with established industry benchmarks.

Investments

Future CFO

JANUARY 8, 2023

There are top nine workplace predictions that business leaders must address in 2023 and beyond to successfully navigate today’s labor market and continue to drive business outcomes, said Gartner recently. According to the advisory firm, the top nine workplace predictions are as follows.

Benchmarking

Global Finance

JUNE 6, 2024

This strategy has been the pillar of Nedbank Mozambique’s success, growth and unique positioning in the market. This idea-management platform employs an AI digital assistant to help collect, evaluate, prioritize and report ideas. This enables staff to know who’s doing what and to track an innovation’s stage of development.

Banking

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. Prioritize the parameters that align with the CFO's responsibilities and strategic goals. This is particularly valuable for executives, managers, and financial analysts.

Financial Reporting

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. 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)

Spreadym

JUNE 27, 2023

This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies. By forecasting revenues and expenses, and creating budgets, organizations can prioritize investments, set realistic targets, and optimize resource allocation across departments or business units.

Financial Planning and Analysis (FP&A)

Spreadym

JUNE 8, 2023

A plan typically covers a longer time horizon, such as three to five years, and encompasses various aspects of the business, including sales, marketing, operations, and human resources. Prioritize necessary expenses while being mindful of discretionary spending that can be reduced or eliminated to align with your financial goals.

Forecasting

Spreadym

MAY 31, 2023

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. These goals provide a clear direction for the organization and serve as benchmarks for measuring progress.

Strategic Planning

CFO News Room

NOVEMBER 14, 2022

They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. providing updated performance reports, sending periodic check-in emails) and stay in touch with clients anytime there is a critical market event by providing relevant content on the event. How would you prioritize them?

Practice Management

The Finance Weekly

MARCH 5, 2024

As anticipated, smaller companies with up to 150 employees tend to prioritize productivity. A standout solution that has been consistently mentioned across various survey questions is Datarails Connect , which appears to be capturing a significant market share. This solution promises to revolutionize connected Excel environments.

Financial Planning and Analysis (FP&A)

E78 Partners

MAY 8, 2024

Incident Management: ServiceNow ITSM includes robust incident management capabilities for logging, categorizing, prioritizing, and resolving IT issues and service disruptions efficiently. Validation and Reconciliation: Once categorized, the telecom expenses are validated against predefined benchmarks or budget allocations.

Leverage

Barry Ritholtz

FEBRUARY 21, 2023

And I love business, I love the markets, I want to go there. What sort of challenges — BUCKLEY: A couple of bear markets. BUCKLEY: We’ve had, let’s see, inflation at a 40-year high, tightest labor market of our lifetimes. We were losing market share in the critical retirement, the 401(k) business.

Leadership

Barry Ritholtz

SEPTEMBER 3, 2024

And it was a very rigorous program and I learned so much from classes that I never thought I would find exciting, like marketing. Maybe there’s a substantial marketing efficiency there. I’d say it also depends on how low you go in terms of market cap, right? Does that mean the float isn’t giant?

Investments

Barry Ritholtz

NOVEMBER 14, 2023

So we kind of cover and, and we go up and down the market spectrum from micro cap all the way up to large cap. 00:26:57 [Speaker Changed] Well, clearly the markets affect our strategies, but that, that’s one of the reasons that we feel strongly that that quants excel in volatile times. It offers global macro trend following.

Math