The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. Financial modeling involves creating a mathematical representation of a company's financial situation, typically using tools like Excel. A loss decreases equity.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

CFA Institute

DECEMBER 16, 2024

Vince Klos, CFA, is director of enterprise financial modeling for PNC Institutional Asset Management®. He holds the Chartered Financial Analyst® (CFA) designation. He is responsible for providing holistic investment analytics for clients’ balance sheet assets.

Nonprofit 52

Nonprofit Financial Analyst Healthcare Financial Modeling 52

CFO News Room

JANUARY 11, 2023

Financial managers are the captains of the financial industry, mapping out the course for a company’s future and guiding them through tough economic times. These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Spreadym

OCTOBER 3, 2023

Here's more about who FP&A candidates are: Education: They often have a bachelor's degree in finance, accounting, economics, or a related field. Many candidates also hold advanced degrees like a Master's in Business Administration (MBA) or a Chartered Financial Analyst (CFA) designation.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Financial Modeling Budgeting 59

Jedox Finance

JULY 18, 2019

A financial analyst uses not only the financial numbers but also market trends, economic indicators as well as works closely with the business to understand the assumptions to provide insights on the impacts of decisions. Also, a crystal ball to financially model the impact of the strategic options.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. For the first few years, I was building financial models for founders that were fundraising. Financial planning is our most valuable service. Building and maintaining a pro forma model?—?that

Planning 52

Planning Startups Marketing CFO 52