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

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. So value, growth and core has outperformed the benchmark or passive strategies over the last decade.

Investments

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. To determine profit margins, companies subtract the total cost of providing a product or service from the sales price paid for the item by customers. Different industries have different levels of profitability.

Financial Planning and Analysis (FP&A)

Fpanda Club

APRIL 18, 2022

Within the FP&A function SWOT analysis can be used, for example, in self-assessment purposes which can be done with the help of internal customers and benchmarks. Imagine a commercial director who constantly hears that sales are too low, and they should use promotions to boost them but keep company’s profitability at a certain level.

Financial Planning and Analysis (FP&A)

Centage

SEPTEMBER 11, 2023

You must prioritize the ones that have the most significant impact on your business. Revenue Variances You always want to analyze the differences in your sales forecasting and what the revenue ended up being. As you’re looking at your budget variance analysis, focus on the following types.

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. But for companies that are GDPR-ready, sales delays were significantly shorter — 3.4 weeks, compared to 5.4

Investments

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. By contrast, revenue per employee is directly influenced by sales and staffing decisions.

Foreign Exchange

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. To determine profit margins, companies subtract the total cost of providing a product or service from the sales price paid for the item by customers. Different industries have different levels of profitability.

Financial Planning and Analysis (FP&A)

E78 Partners

APRIL 9, 2024

Exit: Maximize the value of private equity investments by showcasing enhanced cybersecurity measures as a selling point, and by proactively addressing potential pitfalls that could hinder the sale of the portfolio company. Their guidance helps align your organization’s cybersecurity processes with established industry benchmarks.

Investments

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

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. How would you prioritize them?

Practice Management

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

These goals provide a clear direction for the organization and serve as benchmarks for measuring progress. Return on Investment (ROI): Calculate the ROI for specific initiatives or investments to assess their effectiveness and prioritize resource allocation. This helps evaluate the effectiveness of marketing and sales efforts.

Strategic Planning

Spreadym

JUNE 27, 2023

By forecasting revenues and expenses, and creating budgets, organizations can prioritize investments, set realistic targets, and optimize resource allocation across departments or business units. Resource Allocation: Financial Planning and Analysis helps organizations allocate their resources effectively.

Financial Planning and Analysis (FP&A)

Barry Ritholtz

NOVEMBER 14, 2023

Can you build a centralized global sales team? But I, I, if you are on a variable comp system, depending on how successful you raise assets, it’s there in black and white on the sales log, you’ve raised X, Hey, do I really need to tell you? 00:14:41 [Speaker Changed] Interesting. This is fantastic.

Math

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

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time.

Marketing

E78 Partners

APRIL 30, 2025

Smarter Growth: Protecting Margins While Scaling What Were Seeing Firms are rethinking growth. Where Theres Opportunity Theres still more that can be done. Were seeing firms expand into areas like product mix evaluation, pricing corridor redesign, and accountability for margin at the team level.

Benchmarking

Musings on Markets

OCTOBER 28, 2024

While many sovereign funds are opaque on performance evaluation, offering little in public on historical performance relative to benchmarks, Norges provides exhaustive documentation of how their active investing has measured up to passive alternatives.

Investments

Barry Ritholtz

JANUARY 14, 2025

And there was a sales person walking around trying to get anyone to talk to them. And so if you are a very large invest organization, you do have to prioritize. The one I’m reading right now is called The World For Sale. Sure, of course. You still have limited resources and time to, to look for things.

Investments