E78 Partners

JANUARY 5, 2024

Develop a Plan and Timeline: Establish a clear project plan and timeline for management and the audit team. Engage Third Parties Early: Engage valuation firms and appraisers early in the process, as these experts can help support audit preparation and reduce hassles later on.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

PYMNTS

OCTOBER 20, 2020

It’s also pivotal to go about breaking down silos within firms, where AR and AP once functioned as distinct departments sans clear lines of communication. Plus, i2C has become part of Visa’s FinTech Fast Track program. Billtrust to Go Public via SPAC at $1.3B

Accounts Payable 52

Accounts Payable B2B Planning Valuation 52

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

PYMNTS

MAY 31, 2020

Airbnb has had to lay off almost 2,000 employees and undergone other cost-cutting measures as it raised $2 billion in new debt funding at its $18 billion valuation. But the pandemic has eaten away at their business as people cancel vacation plans. Travel Association.

Valuation 72

Valuation Communication Planning Marketing 72

Nerd's Eye View

JUNE 27, 2023

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

Valuation 61

Valuation Benchmarking Communication Leverage 61

BlueLight

AUGUST 21, 2020

From there I was recruited by Coopers & Lybrand in San Francisco to join their valuation group?—?before While at PWC I started writing business plans and creating financial models for startups. This business model was not part of my original master plan. Financial planning is our most valuable service.

Planning 52

Planning Marketing Startups CFO 52

E78 Partners

SEPTEMBER 21, 2023

Engage in Pre-audit Self-assessments Creating a comprehensive project work plan, complete with a detailed timeline and activities, is pivotal for the audit process. Additionally, acting as a liaison with auditors cultivates a collaborative atmosphere, bridging the communication gap between the organization and its auditors.

Auditing 52

Auditing General Ledger Reconciliations Accounting Standards 52

Future CFO

APRIL 13, 2023

Kabir Ahmed Shakir , chief financial officer at Tata Communications oversees the financial management of the company. At Tata Communications, we have extended our regular metrics of deal profitability to deal cashflow. Briefly please elaborate on your role at Tata Communications. That's the reality."

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Communication CFO Leadership 52

PYMNTS

JANUARY 8, 2021

Clients of Simple Bank, a BBVA USA subsidiary, are reportedly getting emails informing them that Simple is closing and the plan is to move them to BBVA. BBVA to Close Simple Bank, Move Customers to BBVA USA. After Simple rolled out as a digital bank focused on high-interest savings accounts, the current economic conditions made it unfeasible.

Banking 57

Banking Treasury Valuation Economics 57

Jedox Finance

APRIL 21, 2020

Assets with strong fundamentals and low valuations create openings to new markets. Scenario modeling can pinpoint potential opportunities so management can start planning today and understand drivers for change – both in their own and parallel markets. Many businesses are unprepared. In contrast, an opportunity exists.

Benchmarking 52

Benchmarking Valuation Communication Planning 52

CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Authors: Ben Henry-Moreland.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

PYMNTS

MAY 19, 2016

Apparently, Paytm feels pretty good about its five-year plan. Mumbai-based food delivery app TinyOwl, meanwhile, is just about out of money, and Gurgaon-based Zomato recently saw its billion-dollar valuation cut in half.

Accounting 40

Accounting Valuation Banking Communication 40

PYMNTS

DECEMBER 2, 2016

The Chinese company is itself a joint venture between SAP (which owns Concur) and China Communications Services Co., billion market valuation in 2015. But reports Thursday (Dec. 1) said Concur has enhanced its position in the country through another joint venture. The firm is teaming up with China DataCom Corporation.

SAP 43

SAP Valuation Communication Securities 43

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

PYMNTS

FEBRUARY 1, 2018

The deal is planned to close by March 2018. billion JPY), a Line company spokesperson told TechCrunch that the companies are still discussing the valuation for SoftBank’s investment, so it could ultimately be higher. SoftBank is acquiring a majority stake in Line Mobile, a messaging app in Japan.

Valuation 40

Valuation Communication Investments Planning 40

PYMNTS

DECEMBER 17, 2020

pivoted to home learning during the pandemic, prompting communications technology services provider Zoom to offer its services for free to classrooms,” per the new Subscription Commerce Tracker®. Many school districts across the U.S. Read More On Subscriptions: BarkBox To Go Public Via SPAC At $1.6

Valuation 60

Valuation Communication Numbers Sales 60

PYMNTS

JUNE 7, 2019

They have to provide personally identifiable information, must respond to communications over the mobile devices they wield, or provide evidence of their identities through biometrics like facial or fingerprint scans. Chewy valuation: Pets are big business, with a mastiff-sized initial public offering (IPO) looming.

Valuation 40

Valuation Transportation Banking Communication 40

The Finance Weekly

JUNE 7, 2022

Lack of Data Planning/Mapping. Privacy regulation influences improved data planning, and organizations need to cultivate comprehensive understandings of data assets, whether those are technical or improvements, or the integration of , software tools improving data insights and efficiency. Design Gaps.

Compliance 52

Compliance Risk Management Securities Prioritization 52

Future CFO

DECEMBER 7, 2020

ST: I’m reporting to the CEO and board of directors, providing leadership in all aspects of business and finance, including strategic planning, annual business plan, rolling forecast, financial management, treasury, regulatory reporting, internal controls, taxation, and procurement.

CFO 52

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

PYMNTS

FEBRUARY 25, 2016

Just as WhatsApp and Skype changed the way we communicate globally, WorldRemit is modernizing our financial connections,” Ismail Ahmed, CEO and founder of WorldRemit, said in a press release. Earlier this month, Ahmed told TechCrunch the plans are to expand in both developing markets and in places like the U.S.

Valuation 40

Valuation Communication Startups Finance 40

Cube Software

MAY 11, 2023

No business can survive without planning. The answers—based on different sources of data like market research or historical sales information—guide internal decision-making to promote regular, sustainable growth as well as create contingency plans for worst-case or best-case scenarios. What is a pro forma financial statement?

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

PYMNTS

NOVEMBER 30, 2016

Within payments processing, Stripe raised $150 million, with an implied valuation of more than $9 billion. Prior to Helpshift, Tripathy was responsible for conceptualizing and delivering the world’s first IP-based voicemail/unified communication, mobile photo messaging (in Japan) and MMS products to the market.

Communication 40

Communication Entertainment Valuation Investments 40

PYMNTS

JUNE 4, 2018

The tech company is reportedly letting third-party developers have full-access to the near-field communications (NFC) chip in the iPhone with iOS 12. That deal lowered Uber’s total valuation to around $48 billion, which is approximately 30 percent lower than the company’s earlier valuation of close to $70 billion.

Valuation 40

Valuation Leverage Investments Transportation 40

Musings on Markets

JANUARY 17, 2024

The first is that it was an uneven recovery, if you break stocks down be sector, which I have, for both US and global stocks, in the table below: As you can see, technology was the biggest winner of the year, up almost 58% (44%) for US (global) stocks, with communication services and consumer discretionary as the next best performers.

Valuation 77

Valuation Treasury Forecasting Marketing 77

Musings on Markets

OCTOBER 6, 2023

The resulting debate among accountants about how to bring intangibles on to the books has spilled over into valuation practice, and many appraisers and analysts are wrongly, in my view, letting the accounting debate affect how they value companies.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Education 130

Education Planning Benchmarking Investments 130

PYMNTS

AUGUST 12, 2017

Even if one does not plan to pay or season with Kool-Aid in a prison context, there remain other out-of-the-box ways to use Kool-Aid. Whether it’s FI’s fascination with bitcoin three years ago – which, by the way, continues with the recent news of Coinbase’s $1.6 It can also be used to make liquor or as a seasoning for Ramen Noodles.

Currencies 52

Currencies Valuation Numbers Communication 52

Jedox Finance

APRIL 12, 2023

3 In these evolving conditions, integrated business planning (IBP) is gaining momentum because it has the power to unify all the data that matters across finance, HR, and sales into a single platform to drive decisive workforce planning. What is workforce planning? HR and finance must collaborate to refine plans as needed.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JUNE 8, 2016

There’s also the fact that the reported cause of the big drop in Yahoo’s proposed valuation was the reveal at the Sunnyvale meetings last month that Yahoo’s online advertising business is declining more rapidly than once supposed. OK, plan B. Everyone threw up on that idea.” Make money on eyeballs and synergies.

Investments 40

Investments Advertising Valuation Manufacturing 40

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

VCFO

MARCH 17, 2023

Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business. Conversely, overstating inventory valuation will lead an organization to think it has too much inventory on hand.

Manufacturing 71

Manufacturing Benchmarking Forecasting Profit and Loss 71

Planful

SEPTEMBER 6, 2021

Valuations are a classic example of hole-filled financial reporting. History is riddled with companies that went public based on inflated valuations and false narratives. WeWork expected to offer shares to the public at a $47 billion valuation. Since implementing Planful, Thule immediately saw improvement.

Financial Reporting 40

Financial Reporting Valuation IFRS GAAP 40

CFO News Room

NOVEMBER 3, 2022

For example, brands that have a clear commitment to improving their customers’ quality of life outperform the stock market by 120% , and over the last decade, purpose-driven brands have seen their valuation skyrocket by 175%. Make and communicate tough trade-offs. He was tested early on when he learned that an employee had been let go.

Leadership 100

Leadership Valuation Communication Planning 100

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Musings on Markets

JULY 17, 2023

Communication services and consumer discretionary have had a strong first half of 2023, but remain more than 20% below their levels at the star of 2022. The first half of 2023 was a reminder that no matter who you are as an analyst, and how well thought through your investment thesis is, the market has other plans.

Marketing 95

Marketing Treasury Currencies Valuation 95

Barry Ritholtz

MAY 7, 2024

I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. He’s great. And we went out and sold the ads, and I knew that Pinterest would be big.

Advertising 57

Advertising Startups Technology Investments 57