CFO News Room

NOVEMBER 7, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Orion’s Redtail launches “Redtail Campaigns” in partnership with Snappy Kraken to facilitate CRM-based drip marketing emails. Which just further highlights how challenging it can be to break into the RIA custody business.

Compliance 130

Compliance Communication Planning Concentration 130

Onplan

DECEMBER 16, 2021

But if you and your team are stuck in time-consuming, repetitive data collection, it’s hard to find time to dive deeper into the “why” behind the numbers. Instead of focusing your time and energy on translating numbers into valuable insights and stories, you spend it on rote tasks that require high levels of concentration.

CFO 95

CFO Communication Concentration Finance 95

Centage

AUGUST 15, 2022

To that end, companies should do what they can to encourage communication and cooperation across departments. By incorporating a driver-based approach, you empower your financial leaders to focus on the data that matters while ensuring the numbers you have are accurate.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

CFO Talks

OCTOBER 31, 2024

I’ve always had a natural inclination toward numbers; they just made sense to me in a way that’s hard to explain. Fortunately, I had fantastic support from family and friends, many of whom were also fascinated by numbers. Collaboration and open communication are also central to how I tackle difficulties.

CFO 97

CFO Leadership Communication Problem Solving 97

Future CFO

FEBRUARY 13, 2023

We also started to utilise Power BI for the creation of consolidated reporting materials that are easy to digest instead of referring to heavy excel sheets for the numbers. “We “We onboarded with Docusign to facilitate more secure digital signatures for transactional and legal documents.

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

PYMNTS

MAY 1, 2020

In an interview with PYMNTS, Alex Gellman, CEO of Vertical Bridge , which owns and manages communications infrastructure across the U.S. Gellman noted that deployments thus far have primarily been concentrated in urban areas. As he told PYMNTS: “There’s a lot more marketing of 5G than there really is 5G.”.

Marketing 72

Marketing Education Analyzing Data Concentration 72

PYMNTS

MAY 5, 2020

Quevedo said it’s important — now more than ever — to open up lines of communication that extend across merchants, cardholders and financial institutions to prevent these kinds of disputes from ever making it into the system. The Issuer Side Of The Equation.

Concentration 83

Concentration Prioritization Entertainment Banking 83

PYMNTS

DECEMBER 14, 2020

Whether it's the power grid, banking and financial markets, transportation, communications or even the highly generalized “internet of things,” the list of digital inroads that penetrate our daily lives has never been higher.

Securities 77

Securities Concentration Economics Transportation 77

Musings on Markets

OCTOBER 4, 2023

The NASDAQ also gave back gains in the third quarter, but is up 27.27% for the year, but those gaudy numbers obscure a sobering reality. In spite of losing 3.65% of their value in the third quarter of 2023, large cap stocks are still ahead 12.13% for the year, but small cap stocks are now back to where they were at the start of 2023.

Marketing 123

Marketing Treasury Valuation Investments 123

Global Finance

JULY 25, 2024

Mark Monaco, head of Global Payments Solutions at Bank of America (BofA), explains the importance of payments, instant data and communication for effective treasury. It’s a continuation of work that we started a number of years ago, to recognize the strategic importance of payments to the bank.

Treasury 52

Treasury Analyzing Data Concentration Currencies 52

Global Finance

JULY 25, 2024

Mark Monaco, head of Global Payments Solutions at Bank of America (BofA), explains the importance of payments, instant data and communication for effective treasury. It’s a continuation of work that we started a number of years ago, to recognize the strategic importance of payments to the bank.

Treasury 52

Treasury Analyzing Data Concentration Currencies 52

PYMNTS

SEPTEMBER 11, 2019

Cryptocurrencies tend to be exceptionally vulnerable to this form of attack, as coins are often heavily concentrated in the hands of a comparatively small number of individuals, whose market activities can dramatically impact the coin price,” noted the An.Chain researchers, according to Coin Telegraph. Never use @BitPay, folks.

Concentration 47

Concentration Nonprofit Communication Accounting 47

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products.

Planning 130

Planning Technology Valuation Communication 130

Onplan

DECEMBER 16, 2021

But if you and your team are stuck in time-consuming, repetitive data collection, it’s hard to find time to dive deeper into the “why” behind the numbers. Instead of focusing your time and energy on translating numbers into valuable insights and stories, you spend it on rote tasks that require high levels of concentration.

CFO 52

CFO Communication Concentration Finance 52

PYMNTS

APRIL 6, 2018

You’re literally sending your credit card number over the airwaves,” Ron Shah, founder and CEO of Bizly , told PYMNTS in an interview. They have the most concentrated base of meeting needs and users,” Shah said. People are working from home, and the number of remote workers in the U.S. Corporate Booking. It’s more creative.”.

Concentration 50

Concentration Communication Sales Numbers 50

PYMNTS

APRIL 13, 2018

By the numbers, businesses who used Postmates reported growing 3.7 There is a fundamental shift happening in our cities right now — it’s not just that customers and buyers can summon anything at the click of a button to their doorstep,” said Vikrum Aiyer, head of strategic communications and policy at Postmates.

Economics 41

Economics Concentration Transportation Communication 41

The Finance Weekly

JANUARY 18, 2024

Constantly Accommodating your Communication Style A good CFO must be able to communicate in a variety of ways depending on who he or she is speaking with. When he/she works for a company owned by a PE firm (Private Equity Firm), it is expected that they communicate in a transparent manner.

CFO 52

CFO Communication Leadership Concentration 52

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. ” It’s constant communication through the year.

Planning 130

Planning Communication Profit and Loss Education 130

The Finance Weekly

NOVEMBER 7, 2023

Delegating responsibilities allows for concentrated efforts on both strategic planning and operational tasks. Second, use charts and graphs to show the numbers visually. One approach is to implement effective time , management techniques that enable the efficient handling of both immediate and long-term tasks.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Strategic Planning Concentration Data Analysis 59

PYMNTS

MAY 23, 2018

The company communicates with travelers through messaging platforms, such as WhatsApp and Facebook Messenger , to start the travel planning process. As a result, My Swft turned to apps such as WhatsApp and Facebook Messenger, which people often use to communicate with friends while they are their desks. The Road Ahead.

Concentration 40

Concentration Communication Planning Sales 40

The Finance Weekly

DECEMBER 15, 2024

Messaging is how you communicate that position to your audience. KPIs: Decide which numbers youll keep an eye on to track your progress. Not every campaign will carry equal weight, so concentrate your efforts and resources where they will make the biggest difference. Together, they form the backbone of your marketing efforts.

Planning 52

Planning Marketing Budgeting Auditing 52

Musings on Markets

OCTOBER 6, 2023

With each decade, you can see the effect of regional and sector performance in the previous decade; the 1990 list is dominated by Japanese stocks, reflecting the rise of Japanese equities in the 1980s, and the 2000 list by technology and communication companies, benefiting from the dot-com boom.

Valuation 129

Valuation Profit and Loss Accounting Investments 129

The Finance Weekly

APRIL 21, 2024

Communicate with clients, investors, senior management, and stakeholders. They get that a robust internal network offers insights way beyond the numbers. Great CFOs create open lines of communication with each board member, nurturing trust-based connections crucial for meeting the board's expectations.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

Musings on Markets

JULY 17, 2023

That has not happened either, as employment numbers have stayed strong, housing prices have (at least up till now) absorbed the blows from higher mortgage rates and the economy has continued to grow. In the process, the implied equity risk premium, which peaked at 5.94% on January 1, 2023, is back down to 5% at the start of July 2023.

Marketing 98

Marketing Treasury Currencies Valuation 98

The Finance Weekly

JANUARY 10, 2022

The numbers are then woven into the story they intend to portray. Not only will you be able to swiftly gather the necessary data for a board meeting, but you'll also be able to provide your executives with a compelling, factual story to explain the numbers. This mindset also has advantages outside of the boardroom.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Budgeting 52

PYMNTS

APRIL 24, 2017

It’s that “humility” that’s driven MoneyGram to focus their efforts acutely on “defense and depth,” a series of concentric rings with MoneyGram at the center, McGurk said. We are also constantly reminding folks through various forms of communication that we have company-wide.”. The Clicks-And-Mortar Environment.

Securities 46

Securities Compliance Concentration Auditing 46

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors.

Investments 119

Investments Marketing Profit and Loss Banking 119

PYMNTS

AUGUST 9, 2018

“Something like 98 percent of all malware relies on domains to communicate back to the command, which is how the bad guy controls the botnet,” he explained. Last year alone, the number of cybersecurity bills introduced across the 50 states more than doubled , according to iGRC research published earlier this year.

Concentration 41

Concentration Communication Securities Numbers 41

The Finance Weekly

FEBRUARY 22, 2023

While this may not be a full-time role in the early growth stages, it does necessitate self-discipline, concentration, and dedication. report numbers accurately and make timely payments to employees and suppliers." Implement fundamental finance processes The primary responsibility is to master the fundamentals.

Startups 52

Startups Finance CFO Forecasting 52

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

MAY 29, 2024

Focus on What Matters Handles tedious, manual error-checking, so your discussions can concentrate on more critical concerns. This lack of automatic communication between features can be frustrating. Also, the total cost also varies based on the number of administrators, contributors, and view-only users.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

DECEMBER 21, 2016

With 2 million customers that buy from a growing number of 12,000 merchants on the platform every day, making purchases across different verticals, Kleckner said restaurants remain a top category of the local commerce Delivery.com facilitates. “We Basically, he said, matching their demand with Delivery.com’s supply.

Advertising 46

Advertising Leverage Numbers Concentration 46

CFO Talks

JUNE 2, 2022

But the lack of exchange control in Mauritius, the amount of expats and very successful businesses in Mauritius just means that you – not to say that there aren’t successful businesses in South Africa – but the concentration was quite high with the people you’re engaging with.

Auditing 52

Auditing Education Investments Construction 52

Barry Ritholtz

MARCH 4, 2025

And generally speaking, we are sort of number one or number two in everything that we do, which, which again is a great privilege to work there from that perspective. I mean certainly there’s still like a huge, a huge concentration in kind of, you know, the Bay area and then kind of New York, Boston area.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Global Finance

SEPTEMBER 5, 2024

In 2023, the lab honed its focus to concentrate on startups between seed and Series A funding stages. The lab has three aims: to engage with the startup community, to develop and foster a culture of innovation within the bank, and to serve as a customer-experience hub. billion), numbering more than 37,000 scam cases.

Startups 52

Startups Banking Finance Technology 52

Musings on Markets

DECEMBER 2, 2020

Acquisitions : As the number of hosts and guests on Airbnb have climbed over the years, the company has invested in building a more robust platform for its rentals. While some of that money has been spent on internal improvements, much of it has been spent acquiring more than two dozen companies, most of them small, technology businesses.

Profit and Loss 52

Profit and Loss Valuation Numbers Marketing 52

Barry Ritholtz

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. That explaining that process and communication to people built confidence. And we held it for, I don’t know, for a number of years. Is that a fair statement?

Investments 117

Investments Marketing Numbers Entertainment 117