The Finance Weekly

AUGUST 5, 2023

Your Future in FP&A: Navigating the Varied Career Paths Typically, , Financial Planning and Analysis are integral parts of a comprehensive financial management system, which also includes accounting, revenue and cash flow management , governance, risk, and compliance (GRC), along with other core financial processes.

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

Future CFO

SEPTEMBER 10, 2023

Chote Kiatruangamala Chote Kiatruangamala , finance director at Supernap (Thailand) , noted that during 2022, with the global inflation many firms had to downsize and realign themselves more closely to their business volumes while concentrating on improving cash flow.

CFO 98

CFO Finance Leadership Concentration 98

CFO News Room

NOVEMBER 5, 2022

Notably, while an office of supervisory jurisdiction is subject to an annual inspection by the parent brokerage, the new RSLs would only be subject to examination once every three years (reducing the compliance burden on the brokerages, as a growing number of RSLs would expand the number of locations requiring inspections).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

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?

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

CFO News Room

DECEMBER 26, 2022

Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals. Together, these constructs are used to create a 2´2 framework that can be used to identify an individual’s Retirement Income Style Awareness (RISA) profile.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

DECEMBER 14, 2022

RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? But that is a different kind of approach to portfolio construction. You end up with a lot of construction. And something happens, either there’s been too much construction, or the economy softens.

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Mergers and Acquisitions (M&A) Investments Construction Concentration 61

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. It’s much more about security selection and a relatively static portfolio construction. And at the time, I was managing Protege Partners as a hedge fund of funds. We were short subprime mortgages with John Paulson. RITHOLTZ: You were crushing it.

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Benchmarking Investments Marketing Treasury 52