Global Finance

MARCH 2, 2025

If we think about it, a managerif facing pressure to beat an analyst forecast, or beat last years earnings, or wanting a particular bonushas enough flexibility in the accounting rules to manage those numbers while staying within the rules. You manage your numbers. So, how are we going to track the slippery slope? Horton: Heres one.

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

Future CFO

JUNE 10, 2025

A number of well-followed ESG-themed stock indices have been outperforming their conventional benchmarks since 2022, presenting potentially attractive investment opportunities in Southeast Asia.

Investments 52

Investments Benchmarking Valuation Compliance 52

Future CFO

DECEMBER 4, 2024

Beyond technical expertise In terms of taking on essential skills beyond just technical expertise, Wong says becoming a standout finance leader definitely takes more than just mastering the numbers. Wong admits that he has always enjoyed pushing boundaries and setting new benchmarks for himself and his team.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

Future CFO

NOVEMBER 6, 2024

He also highlights the importance of building agility in supply chain management and, external focus and benchmarking in forecasting, whilst continuing to be data and insight-led. In weathering these challenges, Shivam notes the importance of having clarity of vision and ensuring resource allocations are clearly aligned with the vision.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

Fpanda Club

MARCH 1, 2021

Benchmarking is an extremely powerful tool, but unfortunately, this kind of data, accumulated by consulting firms and professional associations conducting surveys and research on various adjacent topics, is not easily available or is highly fragmented. Sources: 1. APQC, AFP Next level of FP&A study, 2019 2.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

Musings on Markets

JANUARY 17, 2025

If you wanted to pick a benchmark to compare annual returns to pass judgment on whether a year was above or below average, you can can go with either the annual return (11.79%) or the median return (14.82%) across the entire time period. At this stage, you may be ready to bail on stocks, but I have one final card to play.

Treasury 129

Treasury Valuation Marketing Forecasting 129

Nerd's Eye View

FEBRUARY 17, 2025

While this risk can be prevalent in any role, founders and lead advisors may be particularly susceptible due to the sheer number of responsibilities they manage. Comparing activities against benchmarking studies (such as the Kitces Research on Advisor Productivity) can reveal additional areas for improvement.

Prioritization 59

Prioritization Benchmarking Compliance Numbers 59

Fpanda Club

MAY 17, 2022

No wonder, stakeholders can merely recognize the numbers they will be accountable for next year. Managers are focused on reaching the year-end numbers rather than on adapting to changing environment with its new threats and opportunities. 2022 AFP FP&A Benchmarking: Practitioner Planning Report Too many people involved.

Budgeting 147

Budgeting Planning Benchmarking Leadership 147

CFO News Room

FEBRUARY 6, 2022

The number of unemployed persons, at 6.5 As another point of comparison, in February 2020, prior to the outbreak of the COVID-19 pandemic, the unemployment rate was 3.5%, and the number of unemployed persons was 5.7 The number of long-term unemployed (people who have been jobless for 27 weeks or more) declined to 1.7

Benchmarking 130

Benchmarking Transportation Concentration Numbers 130

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Benchmarking 59

Benchmarking Treasury Compliance Communication 59

PYMNTS

AUGUST 18, 2017

Reuters reported that venture capital firm Benchmark Capital, which says it owns 13 percent of Uber and controls 20 percent of the voting power, last week sued former Uber CEO Travis Kalanick to force him off the board and rescind his remaining power there.

Benchmarking 40

Benchmarking Numbers Planning Technology 40

PYMNTS

APRIL 15, 2020

With some analysts estimating a 4 to 24 percent drop the number was surprisingly low. While the overall number broke records on the negative side, binge-buying put food and beverage at a record 25.6 The retail sales figures are usually effective barometers by which retailers can benchmark inventory levels and predict future spend.

Numbers 52

Numbers Sales Retail Benchmarking 52

CSC Advisors

DECEMBER 17, 2024

However, qualifying for an SBA loan requires meeting specific benchmarks set by both the SBA and lenders like Cornerstone Capital Advisors. Knowing these benchmarks is the first step toward determining your eligibility. Your industry determines the exact size standard based on revenue, the number of employees, or both.

Profit and Loss 52

Profit and Loss Benchmarking Startups Securities 52

Barry Ritholtz

MAY 1, 2025

This is more than overconfidence, the DKE is how poorly we are at metacognition assessing our own abilities at a specific task Look at the history of performance and the small number of professional investors who outperform their benchmarks over 1, 5, 10, and 20 years. What are some examples of bad numbers?

Investments 75

Investments Math Benchmarking Numbers 75

PYMNTS

FEBRUARY 1, 2019

The government shutdown was no speed bump, at least, according to the latest job numbers. The numbers, released by the U.S. Yet, there was at least some downward revision to other numbers: December’s previously reported gain of 312,000 positions was reduced to 222,000 net additions. Data released on Friday (Feb.

Numbers 49

Numbers Benchmarking Construction Economics 49

Generation CFO

DECEMBER 20, 2021

I did not fully appreciate how workforce planning has developed over the years, the huge difference between private and public sector, the GDPR conundrum nor the potential number of drivers that can be used in a salary plan. All of this, of course, supports the planning process and benchmarking between organisations.

Planning 131

Planning Benchmarking Budgeting Concentration 131

CFO Talks

NOVEMBER 27, 2024

Achieving this requires more than crunching numbers; it demands insight, context, and actionable recommendations. A trendline graph showing the gradual change in margins alongside a pie chart of cost contributors paints a clearer picture than numbers alone. Context Adds Clarity Numbers alone don’t provide meaning.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership CFO Forecasting 52

CFO Talks

MARCH 28, 2025

Case in Point: A mid-sized logistics firm in Morocco used the BIPP to benchmark its financial resilience and non-financial reporting practices. Final Takeaway: Learn, Benchmark, Transform Meriams closing advice is simple yet profound: “ We can make a better futuretogetherif we are united and more responsible.

Benchmarking 52

Benchmarking Leadership CFO Finance 52

CFO News Room

NOVEMBER 30, 2022

Although the quits rate remains above historic benchmarks, it’s been coming down for months. It’s also important to put the latest numbers in perspective to demonstrate how peak levels in this pandemic business cycle have moderated considerably this year. pic.twitter.com/XDZo45f8Sq. Elise Gould (@eliselgould) November 30, 2022.

Benchmarking 100

Benchmarking Numbers Marketing Economics 100

The Finance Weekly

FEBRUARY 17, 2025

Every business needs a proper system to monitor performance, but not all numbers are equally important. These indicators focus on important objectives and serve as benchmarks for long-term success. For example, email deliverability may not be a KPI, but the number of emails that lead to customer conversions is.

Sales 52

Sales Numbers Analyzing Data Benchmarking 52

PYMNTS

MAY 22, 2018

So, what made Benchmark Capital confident enough to put $50 million behind Good Eggs, a San Francisco-based, curated, on-demand grocery store specializing in “absurdly fresh” local meats and produce? And there are meal kits, a huge and widely varied subset of the vertical.

Benchmarking 43

Benchmarking Transportation Investments Retail 43

Barry Ritholtz

APRIL 17, 2025

The reporters did not suggest wrongdoing, but allow me to point out that any advisor, let alone two, who became billionaires while wildly underperforming their benchmarks are obviously not fiduciaries. The article suggests they were more interested in their own financial well-being than that of their clients.

Investments 107

Investments Profit and Loss Math Accounting 107

CFO News Room

FEBRUARY 4, 2022

It’s the latest in a series of recent fiscal and monetary benchmarks received with increasing blitheness. In less than 50 years, and amid fluctuations, that number had been paid down to less than $40,000 (roughly $1.25 On Tuesday, February 1, 2022, the United States national debt surpassed $30 trillion for the first time. .

Economics 130

Economics Benchmarking Treasury Securities 130

Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

Benchmarking 98

Benchmarking Communication Leverage Numbers 98

Nerd's Eye View

JULY 31, 2023

In this post, Kitces Senior Financial Planning Nerd Ben Henry-Moreland offers a framework that solo advisory firm owners can use to decide when their firm will be ready to make an initial hire, based on data from Kitces Research on Advisor Productivity and Advisor Wellbeing as well as industry benchmarking studies on advisor capacity.

Benchmarking 98

Benchmarking Planning Numbers Practice Management 98

Nerd's Eye View

JULY 21, 2023

Further, the study identifies the traits of "top performing" firms, which, during the past 5 years, saw nearly triple the client and net organic asset growth compared to other firms.

Benchmarking 98

Benchmarking Numbers Marketing 98

CFO Talks

MAY 29, 2025

While many CFOs focus on getting the numbers right, those who truly lead focus on getting the reporting right. Adjustments are made late in the process to get the numbers right, but the audit trail is messy or missing. Its about giving investors confidence that the numbers they see are reliable. Youre setting the benchmark.

IFRS 52

IFRS Compliance Auditing CFO 52

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 97

Benchmarking Strategic Planning Planning Numbers 97

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Benchmarking 98

Benchmarking Communication Advertising Compliance 98

CFO News Room

DECEMBER 2, 2022

This also meant restating the previous three years of financial history and really scrutinising the numbers before converting it all into a consolidated group format. . “I When you come into a new business, it’s very difficult to stand by the numbers unless you get really involved in the details.” . I had to really believe in them.”.

Technology 130

Technology CFO Benchmarking Numbers 130

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

Benchmarking 91

Benchmarking Communication Investments Numbers 91

PYMNTS

FEBRUARY 1, 2019

The government shutdown was no speed bump, at least, according to the latest job numbers. The numbers, released by the U.S. Yet, there was at least some downward revision to other numbers: December’s previously reported gain of 312,000 positions was reduced to 222,000 net additions. Data released on Friday (Feb.

Numbers 40

Numbers Benchmarking Construction Economics 40

Musings on Markets

JUNE 17, 2025

This alpha argument is often heard most frequently with those advocating for adding hedge funds, venture capital and private equity to conventional portfolios, where the perception of superior investment management persists, but is that perception backed up by the numbers? Where's the beef?

Investments 75

Investments Marketing Sales Benchmarking 75

Nerd's Eye View

JULY 28, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms (..)

Benchmarking 98

Benchmarking Practice Management Securities Numbers 98

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

E78 Partners

APRIL 16, 2025

Optimization & Cost Rationalization Using market benchmarks and internal performance data, we identify inefficiencies and negotiate improved vendor terms. The Numbers Behind the Value This approach isnt theoreticalits proven. Every contract, invoice, and service is verified for accuracy, compliance, and relevance.

Technology 52

Technology Auditing Invoicing Benchmarking 52

Nerd's Eye View

MARCH 28, 2023

What's unique about Erica, though, is how she built a series of spreadsheet tools to measure the details of each step of her advisory firm’s marketing funnel, from lead generation to each meeting in the sales process to client onboarding and getting initial revenue for the firm… and then turned it into a series of tools that any advisory (..)

Marketing 97

Marketing Benchmarking Analyzing Data Strategic Planning 97