Nerd's Eye View

JUNE 27, 2025

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

Benchmarking 87

Benchmarking Valuation Leverage Investments 87

Nerd's Eye View

MARCH 24, 2025

For smaller firms – especially those with little to no experience onboarding new advisors – creating a well-paced financial plan can feel daunting. However, a structured and flexible onboarding plan not only helps an associate advisor ramp up efficiently but also ensures a smooth transition into an autonomous and fulfilling role!

Planning 52

Planning Communication Benchmarking Construction 52

CFO News Room

FEBRUARY 5, 2022

The new benchmark 6.54%-2032 bond yield ended 14 basis points higher at 6.8279%, compared to 6.6841%. The old benchmark 6.10%-2031 bond yield ended 16 basis points up at 6.8458%, as against 6.6829% close on Monday. lakh crore and a revised fiscal deficit of 6.9% for the current fiscal year, higher than the earlier estimate of 6.8%.

Budgeting 130

Budgeting Marketing Benchmarking Planning 130

CFO Plans

DECEMBER 2, 2024

These professionals offer strategic advice on financial planning, risk management, and business expansion. Measuring Success with Financial Benchmarking for Hotels Financial benchmarking is a powerful tool for hotels seeking to measure their performance against industry standards.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

CFO Plans

NOVEMBER 10, 2024

For businesses poised for expansion, understanding and strategically planning for these costs isn’t just advantageous—it’s essential for success. Optimize Your Hiring Strategy with CFO Plans Business Tax Planning as a Route to Savings In financial management, business tax planning is often an overlooked yet vital component.

Tax Planning 52

Tax Planning Benchmarking Risk Management Compliance 52

Fpanda Club

MARCH 1, 2021

Being an emerging discipline within finance function, financial planning and analysis encompasses its own processes, tools, techniques and skills which should be optimized to meet constantly growing needs, requirements and responsibilities. APQC’s Open Standards Benchmarking® Performance Assessment in Planning and Management Accounting 3.

Financial Planning and Analysis (FP&A) 130

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

The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Planning 98

Planning Benchmarking CFO Leverage 98

E78 Partners

DECEMBER 5, 2024

Without careful planning, organizations may face trade-offs, reallocating funds from other critical IT initiatives to accommodate AI investments. Vendor Cost Benchmarking & Evaluation: Data-backed negotiations and informed decision-making.

Budgeting 52

Budgeting Benchmarking Auditing Cost Management 52

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

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 73

Benchmarking Treasury Compliance Communication 73

Nerd's Eye View

FEBRUARY 17, 2025

Comparing activities against benchmarking studies (such as the Kitces Research on Advisor Productivity) can reveal additional areas for improvement. For example, they might discover they are spending significantly more time on administrative tasks than expected, suggesting a need for support staff or automation.

Prioritization 73

Prioritization Benchmarking Compliance Numbers 73

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Planning 87

Planning Benchmarking CFO Leverage 87

Cube Software

JULY 1, 2024

Key financial metrics for benchmarking Financial metrics are the backbone of strategic planning and decision-making for any finance leader. They provide a quantifiable means to assess your company's financial performance, identify strengths and weaknesses, and set realistic goals.

Benchmarking 52

Benchmarking Strategic Planning Planning Finance 52

CFO News Room

FEBRUARY 5, 2022

But unlike other Budget Days, benchmarks ended the day in the green, as investors cheered a growth-oriented Budget. The government’s record borrowing plans for the next financial year sent benchmark bond yields to two-and-a-half years high. By Yoosef Kp & Ruchit Purohit. After surging as much as 1,018.03

Budgeting 130

Budgeting Marketing Benchmarking Manufacturing 130

Future CFO

DECEMBER 4, 2024

Every decision is crucial to the overall results and endpoint of each and every plan and initiative, that is why it is necessary that finance leaders have a clear view of the road they have to take. 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

Collectiv

JANUARY 24, 2025

Did you know that 96% of finance teams still rely on spreadsheets for planning and 93% rely on them for reporting? I dont about you, but its pretty surprising to see spreadsheets dominating in AFPs 2025 FP&A Benchmarking Survey Report. This is particularly valuable for creating unified plans and reports based on consistent data.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MAY 2, 2025

It gives you: Instant access to idle cash opportunities Alerts on policy breaches or liquidity mismatches Scenario planning for interest rate hikes or FX volatility And lets not forget automation. Your Treasury Action Plan Heres your CFO-level checklist: Is our cash segmentation model clear, documented, and operationalised?

Treasury 52

Treasury CFO Profit and Loss Benchmarking 52

CFO News Room

FEBRUARY 2, 2022

The yield on the new benchmark 10-year government securities inched up again on Tuesday, albeit marginally, to 6.85%, having risen by 15 basis points in the previous day. The benchmark has risen 40 basis points (bps) so far in 2022 on top of the 56 bps in 2021. The Centre’s gross market borrowing is estimated at Rs 10.47

Budgeting 130

Budgeting Benchmarking Economics Finance 130

E78 Partners

JUNE 27, 2025

Meanwhile, distributions to LPs are falling behind historical benchmarks, leaving many investors cash-flow negative. Scenario planning and stress testing, once quarterly exercises, are becoming weekly imperatives. More than 46% of unsold assets have lingered in portfolios beyond four years, signaling a growing backlog.

Benchmarking 52

Benchmarking Prioritization Valuation Leadership 52

Centage

AUGUST 1, 2023

Budget process efficiency can be dramatically improved by creating a proactive plan. A rolling budget alleviates the pressure leaders inevitably feel about setting a plan in stone. For example, financial planning and analysis software helps companies: Add automated tasks that cut down on time-consuming, repetitive work.

Budgeting 98

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

Nerd's Eye View

SEPTEMBER 2, 2022

A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better. From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness.

Benchmarking 98

Benchmarking Strategic Planning Planning Numbers 98

Trade Credit & Liquidity Management

JUNE 12, 2025

Despite concerns about inflation, interest rates, and a potential economic slowdown, most small business owners remain optimistic about their own prospects and are planning for growth, even as they prepare for continued volatility. This underscores the importance of agility and local market knowledge for small business success.

Benchmarking 52

Benchmarking Economics Sales Prioritization 52

Centage

DECEMBER 1, 2021

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. Produce scenario plans. For cash and expense planning, use your worst-case scenario to determine the expense base you can take on. Manage every dollar.

Forecasting 98

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

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

Nerd's Eye View

MARCH 28, 2023

Read More.

Marketing 98

Marketing Benchmarking Analyzing Data Strategic Planning 98

CFO News Room

FEBRUARY 1, 2023

Along with the latest on payroll employment, unemployment, and wage growth, we will also get the final benchmark revisions for the establishment survey (CES). Preliminary benchmark revisions suggest job growth will be even stronger over the last two years than the 11.2 million previously reported. This rapid recovery was not luck.

Benchmarking 130

Benchmarking Education Economics Investments 130

Fpanda Club

JULY 24, 2022

Discovery driven planning Another weakness of the DCF model not discussed previously in this article is its sensitivity to assumptions. Thus, the first step in the discovery-driven planning is to create a reverse income statement which defines how the success should look like. which will be part of the allowable cost.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Valuation Benchmarking 130

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

JANUARY 17, 2023

By implementing these ambitious but tangible KPIs, Saur in 2021 raised €950 million (US$1 billion) in environmental, social, and governance bonds, the first water company to reach that benchmark. Industry and Ecosystem Transformations. Source link.

Benchmarking 130

Benchmarking Planning Compliance Sales 130

CFO Strategic Partners

MARCH 28, 2025

These services include general and operational accounting, financial planning and audit, governance, risk and compliance, transactional transformation, IT and business intelligence solutions, and outsourced accounting and interim management solutions. Susan Crisci has more than 25 years of experience in finance and operations.

Auditing 52

Auditing Leadership CFO Compliance 52

E78 Partners

JUNE 11, 2025

They arrive with conviction, foresight, and a game plan to win on terrain where others falter. The rigor of value creation plans. This is why certain firms consistently generate alpha while others struggle to beat benchmarks. Private equity demands the same ruthless precision. They don’t just show up with capital.

Benchmarking 52

Benchmarking Investments Planning Marketing 52

Nerd's Eye View

MAY 30, 2023

Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 Welcome back to the 335th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tim Wyman. billion in assets under management for 1,000 client households.

Benchmarking 98

Benchmarking Restructuring Planning Leverage 98

The Finance Weekly

JANUARY 19, 2023

A strategic CFO focuses on creating long-term plans to achieve the company's goals. Specialists in operational finance create financial models that outline the details of business processes and their impact on the company's goals, staff plans, budget, and cash flow. Help department heads make the case for new hires.

Leadership 98

Leadership CFO Benchmarking Finance 98

E78 Partners

JUNE 12, 2025

From diligence and Day One planning through ongoing value creation and exit preparation, we deliver both strategic guidance and execution support to help portfolio companies grow profitably. Retention and Workforce Optimization: Sponsors map critical roles, benchmark compensation, and structure incentives to retain top talent.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

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