Future CFO

NOVEMBER 30, 2020

Some of these important competencies may include business acumen, behavioural competence, digital acumen, data interrogation, synthesis & analysis, and communication. Some important competencies include business acumen, behavioural competence, digital acumen, data interrogation, synthesis & analysis, and communication.

Accounting 40

Accounting Finance Education Communication 40

PYMNTS

DECEMBER 16, 2019

Amazon is leveraging Western Union’s global cash in/cash out network to let consumers shop online and pay in cash at one of their 500,000 global agent locations. Over the last decade, on the retail side of payments, merchants waited to expand checkout choice until they felt that sales were at risk if they didn’t.

Banking 72

Banking Accounting Leverage Advertising 72

PYMNTS

JANUARY 1, 2020

Amazon is leveraging Western Union’s global cash in/cash out network to let consumers shop online and pay in cash at one of their 500,000 global agent locations. Over the last decade, on the retail side of payments, merchants waited to expand checkout choice until they felt that sales were at risk if they didn’t.

Banking 69

Banking Accounting Leverage Advertising 69

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Investments 56

Investments Math Risk Management Benchmarking 56

Jedox Finance

MAY 31, 2023

Integrating data from multiple sources Collecting and harmonizing data from disparate systems across finance, HR, sales, and other departments is extraordinarily time consuming and prone to error. This poses a significant challenge because access to reliable data is critical for reacting quickly to changes and making confident decisions.

Planning 52

Planning Forecasting Finance Budgeting 52

CFO News Room

NOVEMBER 22, 2022

So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. ” Matthew: It’s very risk management based. He did an immense number of sales, and had cultivated a huge number of relationships.

Planning 130

Planning Communication Profit and Loss Education 130

Future CFO

JANUARY 21, 2021

People are looking to see if there are ways for them to leverage their excess cash or the limitations in [acquiring] cash,” added Kim. As a result of the transparency, decision-makers and CFOs can, for example, know if their cash positions are at risk immediately. Becoming a strategic partner. IMI’s Oei agreed.

Treasury 52

Treasury Foreign Exchange CFO Currencies 52

Barry Ritholtz

OCTOBER 19, 2022

So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. They have a risk management technology. How do you guys think about risk management? We have a really good risk management tool as well.

Investments 109

Investments Profit and Loss Education Advertising 109

Finvisage

FEBRUARY 7, 2021

Short sales can only be made via margin accounts and margin interest can be a significant expense. It was going to leverage on its legacy business and cut costs there. They are known for aggressive trading strategies, which primarily revolve around highly speculative, leveraged options trading. How is it possible?

Profit and Loss 52

Profit and Loss Retail Securities Leverage 52

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. BITTERLY MICHELL: Sure.

Investments 114

Investments Marketing Profit and Loss Banking 114

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” That’s basically what it is.

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

FEBRUARY 28, 2019

Improvements in logistics and communications enabled businesses of all sizes to expand supply chains across oceans, to partner with others around the world and to begin selling to customers in places once considered unreachable. Which opportunities can be embraced through prudent FX risk management, and how?

Risk Management 53

Risk Management Currencies Foreign Exchange Forecasting 53

Barry Ritholtz

APRIL 4, 2023

And that’s really what was the genesis for, you know, our sale to Carlyle. 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. KENCEL: So, now, leverage is lower.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

Barry Ritholtz

MARCH 12, 2024

It’s that the, so that’s the core competency and it’s just leveraged into, if it’s a loan, if it’s a security backed by a loan, if it’s the actual estate itself. When that home comes up for sale, a lot of families show up that wanna live in that home. 00:53:43 And investors gotta buy the home.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk.

Marketing 107

Marketing Treasury Banking Profit and Loss 107