The Charity CFO

MAY 31, 2022

Even on nonprofit financial committees, some members may be skilled in accounting, others in banking, and others in investing or financial analysis. And what makes up the balance of expenses? Step #2: What do they own ? And what do they owe ? Step #3: Understand what is required. Is that the case here?

Nonprofit 98

Nonprofit Finance Auditing Accounts Payable 98

Musings on Markets

DECEMBER 21, 2022

I would like to believe that I am capable of both doing and teaching valuation and corporate finance, but I will leave that judgment for you to make, since my valuations and corporate finance assessments are in the public domain (on my blog and in my lecture notes).

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

BlueLight

SEPTEMBER 10, 2021

There are plenty of blogs that explain what net retention analysis is and the formula to calculate it. In this blog, I’m going to apply that math to a growing startup. What happens to MRR at different net retention rates? This is what it looks like when we cap the y-axis at $20 million. This is a good one.

Math 52

Math Startups Finance Numbers 52

Future CFO

FEBRUARY 9, 2023

Finance leaders need to adopt new technological advancements to streamline financial planning and analysis, reporting and finance operation process.” Also, the use of planning tools to perform what-if analysis has helped the executive committee react promptly to changes and make faster decisions. We can create happiness.”

Finance 96

Finance Leadership Communication Strategic Planning 96

Bramasol

NOVEMBER 27, 2021

As discussed in previous blog posts, the The Digital Solutions Economy ™ (DSE) is continuing to disrupt conventional customer engagement business models by shifting away from one-off sales transactions and toward subscriptions, bundling and multi-faceted relationships.

SAP 60

SAP B2C Compliance Data Analysis 60

BlueLight

FEBRUARY 24, 2022

Measuring growth efficiency We’ve talked about net retention rate and its importance in this blog, but even a company with perfect net retention cannot succeed without a strong MRR. Calculating the SaaS Quick Ratio SaaS Quick Ratio = (New MRR + Expansion MRR) / (Lost MRR + Churn MRR) What does the SaaS Quick Ratio mean?

Startups 52

Startups Forecasting Communication Technology 52

CFO News Room

JANUARY 21, 2023

Inflation: Measurement and Determinants As the inflation debate was heating up in the middle of last year, I wrote a comprehensive post on how inflation is measured, what causes it and how it affects returns on different asset classes. Rather than repeat much of that post, let me summarize my key points.

Treasury 130

Treasury Currencies Numbers Investments 130

CFO News Room

DECEMBER 29, 2022

Do you have $30,000 burning a hole in your pocket? You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. If you can secure a return of 10% over that time, you’ll end the 20 years with $201,825. Index Funds .

Investments 130

Investments Profit and Loss Accounting Finance 130

The Finance Weekly

APRIL 12, 2022

Finance, as the governor of strategic conversations, must have a thorough awareness of the customers base demands, what motivates them to rely on your company, and what challenges you are solving for them. Connect with the heads of your sales and marketing departments, as well as the budget owners, to learn what works and what doesn't.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Budgeting Forecasting 98

Future CFO

NOVEMBER 29, 2020

What findings and insights can be derived for organizations and is it worthwhile to read it for yourself? While many companies still rely on Excel as their sole tool for planning, reporting and analysis, as can be seen from the BARC Planning Survey from earlier this year, many specialized providers have established themselves in the market.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Data Analysis 52

CFO News Room

JANUARY 10, 2023

One reason that I enjoy valuing a company just ahead of its market debut is that there is no market price to bias your analysis; in my experience, the market price operates as magnet, drawing intrinsic valuations towards it. The downside is that without a market price acting as an anchor, your valuations can easily come unmoored from reality.

Valuation 130

Valuation Investments Currencies Marketing 130

CFO News Room

DECEMBER 14, 2022

While discussions around emotional topics can be difficult because of the likelihood of triggering a strong emotional reaction, one method that advisors can use to help their clients overcome their resistance is to ask them what their ‘future self’ would think about the decision. beneficiaries need to be updated) and the ‘how’ (e.g.,

Planning 130

Planning Numbers Communication Entertainment 130

Onplan

JANUARY 19, 2022

What are the tradeoffs between having a positive office culture and remote work benefits? What happens if you miss your goal and have to retrench ? But the high turnover rate should be seen as an opportunity for companies to reevaluate what they can and should do better to retain their workers. Location strategy.

Communication 97

Communication Leadership Financial Analysis Planning 97

PYMNTS

MAY 14, 2020

A SKU-level analysis from the top 100 U.S. The analysis also found that buy online, pick up in store ( BOPIS ) orders surged 208 percent year over year (YoY) in April. retailers shows that eCommerce sales rose 49 percent in April compared to early March, before lockdown restrictions began. Should we buy it?

eCommerce 56

eCommerce Retail Sales Technology 56

Onplan

DECEMBER 28, 2021

Of course there are many non-financial considerations, but for this blog we’re focusing on adding up the costs.). Variance analysis: Comparing the two paths to make a decisions. Exploring the limitations to conducting variance analysis in Excel or Google Sheets. How do you weigh and plan for the costs of such a change?

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

Jedox Finance

OCTOBER 8, 2020

We are pleased to welcome renowned finance expert Mr. Brian Kalish back to the Jedox blog. In this blog, he explains why scenario planning is now more important than ever and, most importantly, what it can and can’t do. . The way you mitigate uncertainty is with planning, planning, and more planning.

Financial Planning and Analysis (FP&A) 75

Financial Planning and Analysis (FP&A) Planning Leverage Communication 75

Michigan CFO

AUGUST 1, 2021

Regardless of what your company manufactures, one of your objectives is to increase your revenue. This analysis can get overwhelming when you put it all together. It’s easy to get bogged down in terms, resulting in paralysis by analysis. This analysis can get overwhelming when you put it all together.

Manufacturing 52

Manufacturing Accounting CFO Forecasting 52

Barry Ritholtz

JANUARY 9, 2024

Matt has become this fascinating character in the world of Wall Street research and analysis and commentary. I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

VCFO

JANUARY 27, 2022

A starter set of recommended action items follow below to get you moving in the right direction: Know What to Watch for and How to Monitor Inflation. It is in your best interest to know what is happening on a regular basis which may be daily, weekly, or monthly depending on your circumstances. But what to do once you know?

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

Jedox Finance

JULY 30, 2019

Are you doing what-if scenarios or Monte Carlo simulations or simply just plotting your data in a time series into a graph and showing it to your stakeholders? Do your processes support any of what you should be doing or are you one of those FP&A departments that in the words of Steve Player needs to “stop doing dumb stuff!”.

Financial Planning and Analysis (FP&A) 52

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

BlueLight

MAY 1, 2020

This function is called financial planning and analysis (FP&A). The goal of this blog is to explain what is FP&A and why it is important. Source: Vena Solutions What is FP&A? FP&A must do the analysis to understand why those trends are occurring and how it ties back to the strategic plan.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

Future CFO

MARCH 13, 2023

Gartner surveys looking to 2022 show that CFOs, controllers and heads of financial planning and analysis (FP&A) are all focused on digital initiatives that will lay critical groundwork for an autonomous future. What can derail well-meaning transformation initiatives? What can derail well-meaning transformation initiatives?

Finance 98

Finance Financial Planning and Analysis (FP&A) Leadership Pharmaceutical 98

PYMNTS

NOVEMBER 29, 2019

26, the eCommerce operator, via its Alexa Skills Kit Blog , announced the debut of “two new Alexa capabilities that will help create a more natural and intuitive voice experience for your customers.”. As in so many things in payments and commerce, Amazon is among the leaders here. Voice makes it the ultimate hands-free experience.

eCommerce 51

eCommerce Technology Retail Banking 51

PYMNTS

MAY 2, 2019

It also has a wide range of saving, investment and analysis tools based on personal spending habits. Plum has an algorithm that lets people know what they can afford to spend and how much they need to save, as well as other budgeting aids.

Budgeting 43

Budgeting Investments Accounting Banking 43

Jedox Finance

JULY 18, 2019

Operating within your organization’s framework, as we discussed in the previous posts in this blog series , will frame how your FP&A team carries out this mandate. We asked several Financial Planning and Analysis professionals to share their perspectives on the mindset needed for success now and in the future. How do we know?

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

CFO News Room

NOVEMBER 14, 2022

But the obvious flaw with this ‘eat-what-you-kill’ model was that newer advisors overwhelmingly succeeded or failed – not by virtue of the quality of advice they gave to their clients, but by how effectively they could sell the financial products for which they were usually compensated via commission.

Practice Management 130

Practice Management Planning Leadership Communication 130

Future CFO

OCTOBER 28, 2020

We are pleased to welcome renowned finance expert Mr Brian Kalish back to the Jedox blog. In this blog, he explains why scenario planning is now more important than ever and, most importantly, what it can and can’t do. The way you mitigate uncertainty is with planning, planning, and more planning. That brings us to today.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Leverage Communication 40

Onplan

JANUARY 19, 2022

What are the tradeoffs between having a positive office culture and remote work benefits? What happens if you miss your goal and have to retrench ? But the high turnover rate should be seen as an opportunity for companies to reevaluate what they can and should do better to retain their workers. Location strategy.

Communication 52

Communication Leadership Financial Analysis Planning 52

Jedox Finance

APRIL 23, 2020

This week we are pleased to welcome one of our valued Jedox Partners in the USA as a guest to the Jedox Blog. Clearly, the market adoption for SPM software is nowhere close to what we see for CRM or ERP software. Moreover, ad-hoc analysis of the data is either not available or very difficult.

Sales 52

Sales Planning B2B Forecasting 52

CFO News Room

FEBRUARY 2, 2022

I’m looking forward to the discussion today and talking a little in depth about what it really means to do work with very affluent clients. ” is pretty much what it comes down to. It’s great to be here. Thanks for having me. Michael: Absolutely, absolutely. The larger the wealth, the more dollars that are at stake.

Communication 130

Communication Planning Education Numbers 130

Michigan CFO

NOVEMBER 1, 2021

Of course, “prediction” is highly dependent on what your business actually does. Check out these blogs: CFO for Manufacturing Companies. Customer Analysis – Staying in Touch with Change. What sorts of connections do they have to funding sources? What kinds of savings have businesses realized under their supervision?

CFO 52

CFO Budgeting Forecasting Tax Planning 52

Onplan

DECEMBER 28, 2021

Of course there are many non-financial considerations, but for this blog we’re focusing on adding up the costs.). Variance analysis: Comparing the two paths to make a decisions. Exploring the limitations to conducting variance analysis in Excel or Google Sheets. How do you weigh and plan for the costs of such a change?

Planning 52

Planning Financial Planning and Analysis (FP&A) Forecasting Math 52

PYMNTS

JANUARY 7, 2019

Many of those efforts are likely to center on Illinois, which has what is commonly regarded as the strictest law in the U.S. What that means for future use of biometrics for consumer authentication in payments and commerce is unclear, but it’s a good idea to keep an eye on such cases to see how the law develops. “The

Securities 64

Securities Technology Accounting 64

Jedox Finance

AUGUST 13, 2019

That is exactly what we’re been addressing in this “ Future of FP&A ” blog series where I’m so pleased to have Tania Trifunoski back to help us write up a transformation plan now that we’ve looked at the details of the mindset, process, people, and technology. What does the transformation plan look like?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Finance CFO 52

Jedox Finance

APRIL 30, 2020

In our first post in this blog series, we discussed the benefits of automating Sales Performance Management (SPM) and the related challenges. Modeling and What-if capabilities. The multi-dimensional architecture and in-memory database makes such analysis easy and fast in Jedox. Workflow and Collaboration.

Sales 52

Sales Planning Auditing Forecasting 52

PYMNTS

SEPTEMBER 20, 2019

Our review helps us to better understand patterns of abuse in order to root out bad actors among developers,” Ime Archibong, VP of product partnerships, wrote in a blog post. We won’t catch everything, and some of what we do catch will be with help from others outside Facebook.

Auditing 43

Auditing Securities 43

Jedox Finance

AUGUST 2, 2022

In this blog post you get the chance to explore the intersection between the planning and technology of your organization and will see how an EPM Tech Refresh that is coming with a modern solution can help you on your digital transformation journey. What is a Tech Refresh? What is a Tech Refresh? Migrate or refresh?

Financial Planning and Analysis (FP&A) 52

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