Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

Barry Ritholtz

APRIL 1, 2023

We discuss how his career has traced the rise of private credit: He began his career in the Mergers & Acquisitions Group at Drexel Burnham Lambert, then founded the high-yield finance business at Chase Securities (now JP Morgan Chase), served as head of Leveraged Finance for RBC. class nine times.

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Valuation Corporate Finance Finance 65

CFO Thought Leader

JANUARY 29, 2024

Mann found a door of entry at Goldman Sachs, where after initially filling a quantitative role involving complex financing structures she subsequently transitioned to investment banking and a new focus on M&A and corporate finance in the tech and media sectors.

CFO 52

CFO Finance Corporate Finance Leadership 52

CFO Thought Leader

APRIL 28, 2024

This proactive maneuver not only protected the company from immediate financial jeopardy but also served as a poignant lesson in corporate finance: Be prepared for the unexpected by diversifying risk. In short, Commercetools has done a great job of really just focusing on the market, as we solve clients’ problems.

CFO 52

CFO Corporate Finance Banking Risk Management 52

PYMNTS

JANUARY 2, 2019

Separate research last month also examined how corporate finance expects are bracing for this digital disruption. Finance professionals spoke with Gartner, Inc. The World Trade Organization’s latest analysis on the technology found blockchain could add $3 trillion to the world’s global trade markets by 2030.

Corporate Finance 80

Corporate Finance B2B SAP Finance 80

PYMNTS

DECEMBER 12, 2018

Its set of application program interfaces (APIs) enable businesses to use crypto as collateral to access corporate financing products. In a statement, Co-founder of Cred and Universal Protocol Dan Schatt said the technology can be particularly applicable to the corporate finance fields.

Corporate Finance 55

Corporate Finance Accounts Payable Treasury Finance 55

CFO Talks

MARCH 14, 2024

Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list. Leveraging Technology for Integration: Modern technology platforms offer powerful tools for integrating data and processes across departments.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Musings on Markets

JANUARY 6, 2023

Counter made-up numbers : It remains true that people (analysts, market experts, politicians) often make assertions based upon either incomplete or flawed data, or no data at all. Check rules of thumb : Investing and corporate finance are full of rules of thumb, many of long standing.

Valuation 52

Valuation Corporate Finance Financial Analysis Leverage 52

Future CFO

OCTOBER 8, 2020

As the pandemic persists, companies face new risks, including delivering adequate earnings momentum and cash flow to manage or reduce the debt accumulated during the early phase of this unprecedented global health crisis, said Peter Abdill, a managing director with Moody's Corporate Finance Group.

Investments 52

Investments Corporate Finance Economics Leverage 52

CFO Thought Leader

MAY 28, 2023

Hence the printing division of marketing communications giant RR Donnelley remained one of the country’s largest hubs of activity surrounding the creation, printing, and submittal of financial documents.

CFO 52

CFO Corporate Finance Treasury Leadership 52

CFO News Room

JANUARY 20, 2023

In the first few weeks of 2022, we have had repeated reminders from the market that risk never goes away for good, even in the most buoyant markets, and that when it returns, investors still seem to be surprised that it is there.

Hurdle Rate 130

Hurdle Rate Currencies Investments Corporate Finance 130

PYMNTS

DECEMBER 10, 2018

percent equity interest in Hangzhou Zeshi Investment Partners, which will enable China Lending to launch its new supply chain financing services in the near future, including financing products design, related corporate financing solutions, investments and asset management, and more. she added. . trillion in 2017.

B2B 60

B2B Accounts Payable Corporate Finance Finance 60

PYMNTS

DECEMBER 20, 2018

OnDeck will be adding a new corporate financing product to its offering next year: equipment finance. 19) OnDeck said it will introduce equipment finance loans to certain U.S. In addition to the new product, OnDeck also announced that Mark Erickson joined the company to become its vice president of equipment finance. “I

Finance 52

Finance Corporate Finance Leverage Technology 52

CFO Talks

JUNE 7, 2022

This role is oriented toward best practices of the finance function itself. Corporate finance. Competencies include: Staff planning. Project management. Staff management, mentoring, team building, and creating accountability. Treasury and investment management. Mergers and acquisitions, strategic alliances.

CFO 52

CFO IFRS Leadership Risk Management 52

Musings on Markets

MARCH 8, 2023

This is the last of my data update posts for 2023, and in this one, I will focus on dividends and buybacks, perhaps the most most misunderstood and misplayed element of corporate finance. To illustrate the heat that buybacks evoke, consider two stories in the last two weeks where they have been in the news.

Hurdle Rate 91

Hurdle Rate Corporate Finance Investments Finance 91

PYMNTS

AUGUST 28, 2018

Zandi suggests that the debt burden mirrors the subprime lending spike, which eventually led to the 2008 economic crisis and breakdown of the nation’s financial services market. “It Even so, while there are significant differences between leveraged lending and subprime mortgage lending, the similarities are eerie.”. trillion in debt.

Leverage 40

Leverage Concentration Economics Marketing 40

PYMNTS

JULY 3, 2018

Two supermarket conglomerates are teaming up and combining their leverage to get better payment terms from their suppliers. Tesco, in particular, stands to lose its number-one market spot in the U.K. Reports in Reuters on Sunday (July 1) said France’s Carrefour and the U.K.’s

Corporate Finance 40

Corporate Finance Leverage Retail Finance 40

PYMNTS

JULY 16, 2018

Monitoring the size and growth of crypto-asset markets is critical to understanding the potential size of wealth effects, should valuations fall,” the FSB said in a statement, reported Reuters. is stepping up oversight of the market. That, he noted, will capture many, but not all, crypto assets in the market.

Corporate Finance 44

Corporate Finance Financial Systems Valuation Securities 44

PYMNTS

JUNE 11, 2020

With market volatility and economic pressure higher than it has been in more than a decade, the ways businesses manage and account for their money is inevitably included in that wave of operational change. ” Corporates Feeling The Pressure. The pandemic is setting the stage to change just about every aspect of running a business.

Economics 77

Economics Accounting Auditing Forecasting 77

Musings on Markets

FEBRUARY 27, 2023

Note that this framework applies for all businesses, from the smallest, privately owned businesses, where debt takes the form of bank loans and even credit card borrowing and equity is owner savings, the largest publicly traded companies, where debt can be in the form of corporate bonds and equity is shares held by public market investors.

Corporate Finance 52

Corporate Finance Finance Marketing Leverage 52

PYMNTS

DECEMBER 20, 2019

based Tribal Credit is targeting small businesses in emerging markets, enabling them to access alternative financing. Hourly said it will use the capital to fuel market expansion. based Modern Treasury will continue to bolster its treasury and corporate finance solutions. Tribal Credit. In the U.K., Huckleberry.

Startups 52

Startups B2B Treasury Benchmarking 52

VCFO

MAY 5, 2022

Panelist – Jim Briggs, Director, Statesman Corporate Finance | jbriggs@statesmanbiz.com. An experienced investment banker can provide a reasonable estimate of market value, but the true market value can only be determined through a high-quality marketing process that produces multiple offers from qualified buyers.

Sales 79

Sales Mergers and Acquisitions (M&A) Planning Valuation 79

Accountancy Today

APRIL 12, 2023

“Our new partnership with White Oak will provide members with a raft of support, advice and alternative options geared towards their clients’ specific financing requirements.

Finance 52

Finance Invoicing Accounting Leverage 52

Musings on Markets

FEBRUARY 8, 2022

In the first few weeks of 2022, we have had repeated reminders from the market that risk never goes away for good, even in the most buoyant markets, and that when it returns, investors still seem to be surprised that it is there.

Hurdle Rate 67

Hurdle Rate Currencies Investments Corporate Finance 67

Future CFO

JULY 20, 2020

With CFOs being looked up to be stewards of the long term, leveraging digital tools and transformation has become an integral element of the organisational strategy as well as the financial function of the company. What has been your most significant accomplishment throughout your career as a finance leader?

CFO 52

CFO Leadership Finance Corporate Finance 52

Centage

DECEMBER 13, 2021

I’m not confident in the accuracy of my models,” is a refrain heard often in corporate finance suites. At the end of the day you want to ask: how can we best leverage the advantages people bring to the table? Now more than ever leadership teams are leaning on FP&A to help them navigate the future of their company.

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 84

PYMNTS

SEPTEMBER 17, 2018

“The benefit of higher income and cash receipts from the enhanced leverage will be felt from September onwards,” the fund added. market following the expansion of an agreement with the British Business Bank (BBB). Reports said the FCIF’s net asset value return for August dropped to 0.1 percent from 0.4 loan defaults.

Currencies 53

Currencies Finance Leverage Accounting 53

CFO News Room

NOVEMBER 14, 2022

She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis. providing updated performance reports, sending periodic check-in emails) and stay in touch with clients anytime there is a critical market event by providing relevant content on the event.

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

SEPTEMBER 21, 2018

In a statement, Suplari CEO Nikesh Parekh said the solution offers procurement and finance executives a way to “proactively drive business outcomes.” “Unfortunately, leveraging and acting on that data is difficult. Finance and procurement are generally last in line for engineering or data science resources.”

Analyzing Data 53

Analyzing Data Finance Compliance Financial Systems 53

Barry Ritholtz

NOVEMBER 8, 2022

I went into what’s called corporate finance, what people would see now as sort of M&A department. CHANCELLOR: Well, I was actually in a sort of subgroup there, which was called corporate strategy. But I didn’t last very long there because I thought I didn’t like corporate finance.

Valuation 57

Valuation Finance Investments Banking 57

PYMNTS

JUNE 29, 2016

company executives to travel to and from Cuba, taking their corporate finances with them. It’s also a move that could have significant impacts on the ability for corporate travelers to operate in Cuba (and stay in hotels there), in more ways than one. . . professionals can use while in the new market.

Entertainment 40

Entertainment Corporate Finance Banking Cash Management 40

PYMNTS

NOVEMBER 6, 2017

It’s great news that more than half of the professionals we asked are witnessing close cooperation between finance and procurement at the highest level,” said Proactis group marketing director Simon Daswell in a statement. But it is clear from the survey results that there is still some way to go.

Finance 49

Finance Communication CFO Leverage 49

PYMNTS

MARCH 23, 2016

FS must leverage the FinTech ecosystem.”. FinTech’s ability to meet modern customer needs and take advantage of data analytics are seen as two of the biggest factors behind why banks are so vulnerable to this industry. The free lunch is over,” PwC concluded. “FS

Startups 50

Startups Banking Compliance Leverage 50

PYMNTS

FEBRUARY 5, 2018

.” Integrating with apps that contain financial data is a key component of that effort, the executive added, though explained that it can be more difficult for MSPs to gain that insight due to the data-dependent nature of this market. “Stand-alone businesses are concerned with their own financials,” he said.

Finance 43

Finance Financial Data Invoicing Communication 43

Barry Ritholtz

JUNE 20, 2023

Yes, there’s a legitimate need and use for private equities, especially in mid-markets where, to be blunt, Wall Street has just abandoned that space and gone upmarket, creating a vacuum. Anyway… RITHOLTZ: And I don’t recall that bear market at all. MORGENSON: Right. RITHOLTZ: Right. MORGENSON: Wait, wait, wait.

Healthcare 57

Healthcare Finance Marketing Retail 57