Future CFO

AUGUST 27, 2023

You need constant monitoring of your economic outlook because then you can adjust your risk management strategy that will help you mitigate third-party risks." Everyone else in the company is trying to meet their KPIs, grab whatever they can find on the table, and pretty much have zero already got a risk, right? "I

Risk Management 98

Risk Management Credit Risk Finance Risk Analysis 98

Spreadym

OCTOBER 3, 2023

Here's more about who FP&A candidates are: Education: They often have a bachelor's degree in finance, accounting, economics, or a related field. Skills: They possess a range of technical and soft skills, including financial analysis, financial modeling, data management, budgeting, forecasting, communication, and problem-solving skills.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

Spreadym

JUNE 8, 2023

Forecasts can be short-term or long-term and are usually based on assumptions about factors like market conditions, customer behavior, economic trends, and internal capabilities. They help organizations anticipate potential risks, identify opportunities, and make informed decisions about resource allocation and strategic planning.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

Barry Ritholtz

MARCH 12, 2024

And up until that moment in time, we didn’t spend a lot of time on credit risk in mortgages. We didn’t really have to model credit risk because that was, that risk was taken by the agencies. But in these private labels, you had the, the market was taking the credit risk.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. And you had to take on significant duration risk and credit risk just to earn a couple percentage points.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. The challenge is unlike the S&P 500, hedge funds sit in a box that has underlying credit risk from prime brokers. So the credit markets froze. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52