The Charity CFO

APRIL 22, 2024

On-the-job training, mentorship programs, and career planning sessions can help employees get more out of their jobs. Contact us today to learn more about outsourcing your financial management. Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

PYMNTS

MARCH 26, 2020

Target released an updated financial report Wednesday (March 25) that shows dramatically increased revenue booked since the COVID-19 crisis shut down non-essential stores. It is a look at what the retail industry can expect as other essential retailers report results as March closes. Talk about mixed emotions. Then came March.

Concentration 52

Concentration Entertainment Retail Sales 52

The Finance Weekly

NOVEMBER 27, 2023

Key Performance Indicators (KPIs) play a crucial role, especially in , financial reporting. To assess your company's financial well-being, it's better to be objective rather than subjective. Financial KPIs provide insights into a business's financial well-being compared to its internal goals, competitors, and other industries.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

CFO Simplified

NOVEMBER 14, 2022

Concentrate on them. But it’s important to have a plan to check some important things regularly. I know, you can’t call all of them, but use the 80/20 rule for customers and suppliers. Eighty percent of your business comes from twenty percent of your customers or suppliers. Be proactive, so that you’re prepared. That’s normal.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Sales Concentration 52

The Finance Weekly

OCTOBER 13, 2021

For example, a retailer might discover that, despite plans to build another location, many of its consumers choose to never shop in a store again. To alleviate this concern, finance teams should employ scenario modeling and financial planning tools to compare the immediate expense of the move to the long-term income potential.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning.

Investments 112

Investments Marketing Profit and Loss Banking 112

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. Farhaan: Sure. Farhaan: Sure.

CFO 52

CFO Leadership Accounting Finance 52

Barry Ritholtz

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Compliance Investments Finance 59