Fpanda Club

SEPTEMBER 2, 2021

FP&A analyst, in turn, is a promising yet developing profession that can be interesting to graduates with finance, statistics, economics or business degrees as well as to finance professionals from adjacent disciplines. Planning, budgeting and forecasting are linked together forming financial planning processes.

Financial Planning and Analysis (FP&A) 130

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

CFO Leadership

OCTOBER 10, 2023

Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes. The large language model (LLM) is trained on the financial documents, terminology, trends and data that Bloomberg has collected for nearly a half-century.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Marko Horvat. Marko Horvat.

Finance 98

Finance CFO Forecasting Leadership 98

E78 Partners

JULY 19, 2023

In today’s ever-evolving business landscape, characterized by economic uncertainty and rapid changes, staying ahead of the curve has become crucial for organizations aiming to achieve sustainable success. This enables them to optimize their spending, capitalize on growth opportunities, and mitigate risks.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

JANUARY 24, 2023

Not surprisingly, Moneyball has found its way into business and investing as well. Mean Reversion works, until it does not : Much of investing over the last century in the US has been built on betting on mean reversion, i.e. that things revert back to historical norms, sooner rather than later.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

CFA Institute

MARCH 26, 2019

Many of today's unicorns have strong growth prospects, but they often have uncertain paths to profitability. .

Investments 52

Investments Financial Analysis Economics 52

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

Focus CFO

DECEMBER 6, 2021

A fractional CFO is in the best position to do this because they have the overall organization in their view, which means they can tie in different areas of the business to create alignment around a strategic financial plan. Identifying Current Challenges.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Spreadym

JUNE 6, 2023

It may be used for: Budgeting and financial planning: Financial forecasts are used to develop budgets and allocate resources. They provide a roadmap for managing income, expenses, investments, and other financial activities. It helps in evaluating the potential returns and risks associated with investment decisions.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

CFO Share

SEPTEMBER 29, 2021

My finance team performed a rigorous cost benefit analysis of working from home and hybrid work versus our baseline of 100% working from office. The first step of any financial analysis is to brainstorm the universe of costs and gains associated with the policy at question. Work from Home Costs We Could Not Calculate.

Profit and Loss 59

Profit and Loss Financial Analysis CFO Finance 59

CFA Institute

DECEMBER 12, 2019

Based on the risk-adjusted performance of all three categories of private real estate funds, investors are paying billions in economically unwarranted fees.

Economics 54

Economics Performance Measuring Financial Analysis Communication 54

PYMNTS

APRIL 23, 2019

Indeed, integrating various apps and platforms was cited as the largest focus of technology investments for small businesses recently surveyed by CompTIA. Not only do small businesses want automated accounting, access to capital and other value-added tools, but they want these services to be integrated.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

CFO News Room

JANUARY 18, 2023

Depending on the role you are considering, you may need a degree in a relevant field such as finance, mathematics, or economics. Some big companies invest in their employees by offering fantastic career progression opportunities. Do you understand the education requirements of your preferred career in life insurance?

Leadership 130

Leadership Education Communication Problem Solving 130

Musings on Markets

JANUARY 8, 2022

Not surprisingly, Moneyball has found its way into business and investing as well. Mean Reversion works, until it does not : Much of investing over the last century in the US has been built on betting on mean reversion, i.e. that things revert back to historical norms, sooner rather than later.

Valuation 91

Valuation Corporate Finance Currencies Finance 91

CFA Institute

JUNE 12, 2019

Sustainable investing will become the rule and no longer the exception. But this transition comes amid a disquieting change in how we must view capital, production, and their attendant effects.

Investments 52

Investments Performance Measuring Financial Analysis Economics 52

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. That said, to use mean reversion in analysis or investing, you need to know what these averages are, either over time or across companies, and data can help in that pursuit.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

CFA Institute

JANUARY 16, 2019

Evaluating good investment performance is not just tabulating outcomes, says Robert G. Hagstrom, CFA.

Investments 52

Investments Performance Measuring Financial Analysis Communication 52

CFA Institute

FEBRUARY 1, 2019

The investment profession has some pretty intense open questions.

Investments 52

Investments Performance Measuring Financial Analysis Communication 52

Musings on Markets

JANUARY 9, 2021

All of the data that I use in my data analysis is in the public domain, and while I am lucky enough to have access to large (and expensive) databases like Bloomberg and S&P, there are tens of thousands of investors who have similar access. So, why bother?

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

Musings on Markets

JANUARY 6, 2023

It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. That said, to use mean reversion in analysis or investing, you need to know what these averages are, either over time or across companies, and data can help in that pursuit.

Valuation 52

Valuation Corporate Finance Financial Analysis Leverage 52

CFA Institute

JUNE 11, 2019

How does their current status compare with the days preceding the global financial crisis? How healthy are the bank and non-bank sectors across the globe?

Banking 52

Banking Performance Measuring Financial Analysis Risk Management 52

CFA Institute

OCTOBER 30, 2018

Can smart beta help bond investors escape fixed income's "crocodile jaws"? Salvatore J. Bruno and Kelly Ye, CFA, weigh in in an interview with Paul Kovarsky, CFA.

Financial Analysis 52

Financial Analysis Economics Investments 52

CFA Institute

DECEMBER 22, 2019

"What makes us uncomfortable about disruption is the uncertainty it brings into every number that we measure," says Aswath Damodaran.

Numbers 52

Numbers Performance Measuring Financial Analysis Valuation 52

CFA Institute

DECEMBER 21, 2018

It is common knowledge that all forecasts are wrong, but many investors still think forecasting one-year stock returns is a useful exercise, Joachim Klement, CFA, writes.

Forecasting 52

Forecasting Financial Analysis Economics Investments 52

CFA Institute

JANUARY 11, 2019

Intangible assets are increasingly critical to corporate value, and new valuation methods need to be deployed to accurately calculate their worth.

Valuation 63

Valuation Performance Measuring Financial Analysis Economics 63

Barry Ritholtz

DECEMBER 28, 2022

. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. He has seen pretty much everything in the world of investing. You’re not allowed to do anything in investment management, and then allow it to do anything in sales. RITHOLTZ: Right. ELLIS: I don’t have to do it.

Profit and Loss 69

Profit and Loss Investments Marketing Sales 69

CFA Institute

JANUARY 12, 2020

Where will stock markets and interest rates be at year-end 2020?

Forecasting 52

Forecasting Performance Measuring Marketing Financial Analysis 52

CFA Institute

JANUARY 4, 2019

How do we decipher what Mr. Market's priorities are?

Marketing 52

Marketing Performance Measuring Financial Analysis Economics 52

Spreadym

JULY 10, 2023

Adjustments are made to ensure that financial statements reflect the economic reality of the period being closed. Training and Skill Development: Invest in training programs and provide ongoing professional development opportunities for the finance and accounting team.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

Barry Ritholtz

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Investments 56

Investments Banking Entertainment Valuation 56

Musings on Markets

JULY 25, 2023

One is curiosity , as political and economic crises roll through regions of the world, roiling long-held beliefs about safe and risky countries. My suggestion is that for countries where recent political or economic events would lead you to believe that sovereign rating is dated, you should switch to using sovereign CDS spreads.

Hurdle Rate 52

Hurdle Rate Currencies Valuation Marketing 52