Trade Credit & Liquidity Management

APRIL 16, 2025

When the person who initiates communication about outstanding invoices shares a familiar connection with the customer, that person becomes more receptive to the discussion. Additionally, sales representatives who engage in collection activities gain a deeper understanding of the financial risks involved in selling to customers who do not pay.

Sales

Focus CFO

MARCH 3, 2022

It all boils down to data-driven analysis, scenario planning, communication, collaboration, and—just as important—coordination. A skilled CFO will coordinate how all the pieces of the organization’s inflation risks and responses click into place. . Communicate and collaborate – both internally and with external partners .

CFO

CFO Talks

JULY 23, 2024

This can be done using a risk matrix, which plots the severity of the impact against the likelihood of occurrence. The goal is to prioritize risks that have the highest potential impact on the organization. For example, currency fluctuations and credit risk may rank higher for South African businesses due to the economic environment.

Risk Management

CFO Talks

JUNE 7, 2022

Competencies include: Working knowledge of risk management, budget, and forecasting tools. Investment and credit risk knowledge. Communication/ presentation skills and executive presence. Information quality and control rationalisation are top-of-mind issues for the Steward. Accounting knowledge (IFRS and taxation).

CFO

CFO Talks

OCTOBER 22, 2024

Market Risk : Fluctuations in interest rates, exchange rates, or stock prices can impact on your business. Credit Risk : This refers to the risk of a customer or counterparty failing to meet their financial obligations. Implementing strict credit control processes can help mitigate this.

CFO

Trade Credit & Liquidity Management

APRIL 25, 2025

Yes, credit policies and a toolbox equipped with credit alternatives and enhancements can be products just as beneficial to the sales process as your company’s products or services. Options: Off-the-shelf alternatives to maximize revenue and manage risk within the risk tolerance of the company.

Sales

Future CFO

MAY 5, 2024

By aligning trade credit insurance solutions with the financial objectives of the organisation, my team and I are able to create tailored risk management strategies that support business growth while safeguarding against potential credit risks.

Leadership

The Finance Weekly

NOVEMBER 20, 2023

FP&A leaders can use these insights to track performance, identify trends, and communicate financial results to stakeholders more effectively. Risk and Expenses Management AI-driven , tools for risk management empower FP&A leaders to evaluate and address risks more efficiently.

Financial Planning and Analysis (FP&A)

Barry Ritholtz

SEPTEMBER 12, 2022

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. RITHOLTZ: … which people tend to ignore when things are pretty — let’s say, in 2007, a lot of people aren’t thinking about counterparty risk.

Investments

Barry Ritholtz

APRIL 4, 2023

So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. Because you can’t lever it, you can’t lend it six times leverage today when the rates are 11 percent versus 6, right?

Mergers and Acquisitions (M&A)

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. But there are so many tools at your disposal, and let alone how much duration you’re taking, how much interest, how much credit risk you’re taking, illiquidity, et cetera. You know, the leverage in the system builds. What’s that process like?

Mergers and Acquisitions (M&A)

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