The Finance Weekly

APRIL 25, 2022

But is the relevance of such a crisis relevant to finance professionals, or is this just an unfortunate occurrence that such workers will keep hearing about for the foreseeable future? All finance chiefs should stay well-informed and nimble in managing risks during this time. Being Proactive as Finance Professional During the Crisis 1.

Finance 107

Finance Forecasting Treasury Concentration 107

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

The Finance Weekly

FEBRUARY 22, 2023

However, they usually lack a strong financial background, and it's essential to have effective finance and accounting support for a business to thrive. A startup usually can't afford to establish a complete finance organization with accountants, controllers, planners, and tax specialists right from the beginning.

Startups 52

Startups Finance CFO Forecasting 52

Barry Ritholtz

APRIL 6, 2023

My morning train WFH reads: • The Active Management Delusion: Respect the Wisdom of the Crowd : “My basic point here is that neither the Financial Analysts as a whole nor the investment funds as a whole can expect to ‘beat the market,’ because in a significant sense they (or you) are the market. Bloomberg ) • How Disney beat Gov.

Valuation 112

Valuation Profit and Loss Financial Analyst Concentration 112

PYMNTS

OCTOBER 8, 2019

In terms of the total amount invested to date in FinTechs, as tracked by PYMNTS via the India FinTech Tracker, the year to date tally stands at just under $3.7 percent and Alternative Finance at about 14.3 million through a Series B financing round that was in turn led by Ribbit Capital, based in the United States.

Finance 57

Finance Concentration Startups Investments 57

Barry Ritholtz

DECEMBER 30, 2023

Among many other accolades, she has been named to Barron’s list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth.

Concentration 52

Concentration Restructuring Leadership Investments 52

CFO News Room

JANUARY 16, 2023

The ability of FTX to woo the wealthy New York family gives a fresh sign of how far Bankman-Fried had penetrated the US elite in his drive to attract investment for his businesses. Findings: We found strong linear association between wastewater concentration and estimated community prevalence (r=0·916). Worth a read.

Concentration 130

Concentration Economics Forecasting Communication 130

The Finance Weekly

JANUARY 10, 2022

The differences in outcome are nicely summarized in this graphic from , Strategic Finance Magazine : , 12 PRINCIPLES OF BEST PRACTICE FP&A, Strategic Finance Magazine. Modern finance now functions as an extension of the teams with which it collaborates. Finance needs to be part of the conversation, not just the referee.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Budgeting 52

Barry Ritholtz

JULY 8, 2023

Among many other accolades, she has been named to Barron’s list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth.

Concentration 65

Concentration Restructuring Leadership Investments 65

The Finance Weekly

APRIL 21, 2024

They could steer your company towards poor financial decisions, like risky investments, inaccurate budgeting, or insufficient cost control. CFOs rely on robust finance and accounting expertise, backed by years of experience, to boost the organization's financial health. Address accounting and finance issues.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

Musings on Markets

JANUARY 28, 2024

In this post, I look at risk, a central theme in finance and investing, but one that is surprisingly misunderstood and misconstrued. Risk Measures There is almost no conversation or discussion that you can have about business or investing, where risk is not a part of that discussion. What is risk?

Hurdle Rate 93

Hurdle Rate Concentration Investments Finance 93

The Finance Weekly

MAY 5, 2024

This enables companies to make well-informed decisions affecting future investments, product development initiatives, and strategic planning. On the other hand, revenue planning concentrates on the actual inflow of money into the company, facilitating the allocation of funds for expenditures and investments over a certain period.

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO News Room

FEBRUARY 2, 2022

Ethereum, Solana, and other cryptocurrencies with smart contract capabilities could continue to see rapid growth in 2022 and beyond, as they are needed to run applications like decentralized finance (DeFi) and non-fungible tokens (NFTs). The Fund also will not invest in initial coin offerings.

Concentration 130

Concentration Investments Securities Currencies 130

Future CFO

APRIL 14, 2024

Abilo (pictured), Vice President for Finance, Treasurer and Chief Risk Officer as well as Executive Director at Shell Pilipinas Corporation is in a typical work day. My day may also include reviewing financial performance, evaluating investment and financing proposals, scanning the external environment, managing risks, or mentoring teams.

Finance 52

Finance Concentration CFO Transportation 52

VCFO

NOVEMBER 7, 2023

Both give insights into a company’s finances, but they serve different purposes and provide different perspectives. It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers.

Valuation 86

Valuation Auditing Concentration CFO 86

Future CFO

JULY 17, 2023

Corporate treasury actions for capitalising on improved cash management Reliable, high-cadence forecasting is boosted by these recommended treasury tactics for managing turbulence: 1) Invest excess cash in instruments with advantageous interest rates. 2) Utilise advanced liquidity management techniques. 3) Enhance working capital management.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Generation CFO

JANUARY 28, 2022

A fast-track finance career can bring other challenges, which has further fuelled his desire for personal growth. In finance, the perceived wisdom is that you want an old head in your CFO role and a dynamic young buck as the MD.” Life in the boardroom. James landed his first C suite role at just 29. “In

CFO 200

CFO Math Concentration Finance 200

Barry Ritholtz

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I like to finish with a thought-provoking, often “investing-adjacent” idea they might not have previously considered.

Concentration 140

Concentration Economics Investments Education 140

Future CFO

MARCH 7, 2021

How should organisations empower female finance execs when gender imbalance remains a reality in the function's senior management? While 52% of finance employees are women, they make up only 40% of senior roles in the function, according to a Gartner survey of more than 25,000 global employees. More female role models.

Finance 52

Finance SAP Leadership CFO 52

Barry Ritholtz

JULY 30, 2023

These differences were concentrated in counties with lower vaccination rates, and primarily noted in voters residing in Ohio. The Walrus ) Be sure to check out our Masters in Business this week with Liz Hoffman, Liz Hoffman, the Business and Finance Editor at Semafor.

Concentration 98

Concentration Finance Economics Investments 98

The Finance Weekly

AUGUST 5, 2023

Finance professionals employ their analytical skills to uncover profound insights, helping the organization prepare for the future and make more profitable choices. The Growing Popularity of FP&A as a Prominent Career Choice With the finance industry witnessing a surge in demand, FP&A has emerged as a highly coveted profession.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

DECEMBER 28, 2022

Innovation and exchange can be frustratingly uninspiring, particularly given that there are concentrated, vivid costs (in the form of lost jobs and struggling communities) and benefits dispersed across millions of people who might not even notice.

Economics 130

Economics Concentration Accounting Finance 130

Future CFO

FEBRUARY 13, 2023

Having an experienced succession of crises since the beginning of 2020, FutureCFO asked two finance leaders their views on the challenges facing treasury and cash management during the pandemic and coming out of it. What advice would you offer finance professionals tasked with the TCM function?

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

The Charity CFO

FEBRUARY 8, 2023

Cash flows are sorted into the below categories: Operating activities Investing activities Financing activities Operating activities include anything that occurs during the normal course of business. Investing activities include buying or selling long-term assets, such as purchasing new equipment or selling property.

Nonprofit 52

Nonprofit CFO Accounts Payable Concentration 52

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. Finance: “The ‘Buy Now, Pay Later’ Bubble Is About to Burst” [ The Atlantic ]. “As

Concentration 130

Concentration Economics Manufacturing Numbers 130

Barry Ritholtz

AUGUST 1, 2023

Tech Concentration : Yes, a handful of giant tech stocks are driving market gains. Understand your investment horizon, be it minutes or decades. Never use someone else’s narrative to justify your investment behavior. Never forget: Forecasts are marketing. are fast-growing, highly profitable key players in the modern economy.

Forecasting 98

Forecasting Concentration Valuation Economics 98

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. TIPS are a type of U.S.

Mergers and Acquisitions (M&A) 130

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

CFO Talks

MARCH 20, 2024

Both the CFO and Controller deal with the company’s finances, but they focus on different things. It’s important to step back from the day-to-day and think about the company’s finances from a higher level. It involves trusting your team, delegating effectively, and concentrating on strategic financial planning.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Spreadym

NOVEMBER 3, 2023

It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively. Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. This metric reflects your ability to invest in growth or return value to shareholders.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

PYMNTS

FEBRUARY 28, 2020

Southeast Asia led the way thanks to ridesharing firm Grab, which continues to expand its B2B financial services offering with its fundraising windfall — and it wasn’t the only small business lender to secure investment. Digital Risks. InsurTech company Digital Risks announced $10.4 Reports in Verdict.co.uk

B2B 70

B2B B2C Concentration Startups 70

The Charity CFO

APRIL 22, 2024

Get our FREE GUIDE to nonprofit financial reports, featuring illustrations, annotations, and insights to help you better understand your organization's finances. Jobs that require long hours or have high-stress environments can lead to this. Signs and Symptoms The signs and symptoms of burnout can manifest both physically and mentally.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

PYMNTS

FEBRUARY 28, 2019

and have reach that expands into consumer finance, insurance, healthcare, higher education, utilities, government and mortgage. Divesting the Speedpay business allows us to concentrate our resources on our cross-border money movement strategies and monetize a non-core asset for our shareholders.

Concentration 79

Concentration Currencies Healthcare Education 79

CFO Leadership

AUGUST 12, 2021

The Ascend program is an opportunity for Senior Finance Executives from underrepresented groups to join The CFO Leadership Council. Duanne also developed SELF’s proprietary underwriting method based on ability to repay, designed to provide affordable, unsecured financing to low-and-moderate income populations with low credit scores. “It

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

Future CFO

JANUARY 13, 2021

Often, in periods of distress companies will hunker down on expenses, and investments, in the name of riding the uncertainties. Madonini opined that today CFOs need to have a say on the investment strategies of their companies. The CFO needs to create investment capacity. What a CIFO is and is not.

CFO 52

CFO Concentration Prioritization Leadership 52

Future CFO

OCTOBER 27, 2021

The inaugural CFO Insights Survey 2021 sampled a cross-section of CFOs from startups, SMEs, MNCs and listed companies in the private sector globally with a concentration on the key Asia Pacific economies of China, Hong Kong, Malaysia and Singapore, the two organisations noted. Many organisations expect remote work to continue post-pandemic.

CFO 52

CFO Compliance Concentration Auditing 52

PYMNTS

JULY 13, 2020

From telehealth to new financing options for patient treatments to big retailers like Walmart , Walgreens and CVS mashing up retail with healthcare, everyone from startups to incumbents are using the pandemic as an opportunity to disrupt — and reinvent — healthcare. COVID-19 Is Taking Telehealth Mainstream.

Healthcare 87

Healthcare Concentration Startups Retail 87

CFO News Room

NOVEMBER 11, 2022

But not only that, I mean, UNCTAD from its inception was focusing on the financing challenges, on the technological challenges that face developing countries as they moved from being politically dependent to being independent economies. But finance continued to dictate the kind of direction of the economy.

Economics 100

Economics Concentration Investments Finance 100