Jedox Finance

NOVEMBER 18, 2021

In the following, we describe different maturity levels (see Figure 1) and ask you to consider which stage best aligns with the current status of your S&OP company processes. In our second blog post on this topic, which will follow shortly, we will demonstrate directly how the software can be implemented using various examples.

Forecasting 52

Forecasting Sales Planning Communication 52

Onplan

DECEMBER 16, 2021

In a previous blog , we defined strategic finance as “a way to turn what’s traditionally been a siloed set of processes and functions into a unified, integrated view of your financial performance that takes the entire organization’s perspective into consideration.”. Do you prefer using Excel / Google Sheets or software for FP&A processes?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

In a previous blog , we defined strategic finance as “a way to turn what’s traditionally been a siloed set of processes and functions into a unified, integrated view of your financial performance that takes the entire organization’s perspective into consideration.”. Do you prefer using Excel / Google Sheets or software for FP&A processes?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

CFO News Room

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time. You can be really good at serving clients but maybe not the best at getting them.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 1, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Investments Accounting Math 130

CFO News Room

NOVEMBER 30, 2022

Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Executive Summary. Taxes are a central component of financial planning. Team Kitces.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Barry Ritholtz

APRIL 11, 2023

DAMODARAN: Forty years ago, 95 percent of cash returned by companies took the form of dividends. In 1981, when I started, dividends were the way to go for returned cash. Last year, 67 percent of all cash returned by companies took the form of buybacks. RITHOLTZ: I’m curious as to what your answer is. RITHOLTZ: Right.

Valuation 115

Valuation Education Finance Investments 115

Barry Ritholtz

MAY 16, 2023

He rolls that cash into his next venture, which becomes a wildly successful angel fund, which now is in its fourth edition. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. First of all, everything at Bloomberg, the equipment is just like the best of the best. And I think you will also. Pretty nice.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

NOVEMBER 15, 2022

Dave is really a fascinating person, with an incredible depth of knowledge about, well, he’s probably best known as the ETF guy. In 1992, when I joined, they gave me the highfalutin title of Managing Director of Corporate Strategy. But the tools to do that are largely baked. Tell us about what you did at Barclays.

Finance 108

Finance Investments Math Marketing 108