PYMNTS

DECEMBER 16, 2020

American Express Ventures has invested in cryptocurrency exchange platform FalconX , according to a press release. The amount was not disclosed in the release, but the investment adds to the $17 million in funding FalconX announced in May, including from investors Accel and Lightspeed Venture partners, among others.

Foreign Exchange 60

Foreign Exchange Investments Banking Financial Analyst 60

CFO News Room

JANUARY 11, 2023

For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. Investment Banker. Financial Analyst.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Straight out of business school in 1995, I joined Mondelez International as a senior financial analyst for Kraft Foods in the United States.

Finance 52

Finance Leadership Auditing Math 52

CFO Leadership

OCTOBER 10, 2023

The latter, for example, is an offering that Bloomberg says can “ bring the full potential of AI to the financial domain ” and create entirely new workflows, economic analyses and financial benchmarks for its customers. That includes investing in people and business processes that can help your AI initiative be successful.

Financial Planning and Analysis (FP&A) 115

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

PYMNTS

JUNE 18, 2020

In late April, Wells Fargo announced that it would stop accepting the applications due to the pandemic’s economic uncertainty and the mass amounts of applications it received. Morgan , have become stricter on offering new credit lines, called HELOCs , citing the uncertainty of the pandemic.

Financial Analyst 56

Financial Analyst Economics Banking Investments 56

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. What made you add economics to your, to your graduate degree?

Investments 52

Investments Valuation Math Numbers 52

Adam Kae

NOVEMBER 24, 2021

CFOs usually have a degree in finance or economics and have the , Chartered Financial Analyst designation while often taking courses in accounting, analysis, and investment banking as well.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Financial Analyst Budgeting 52

PYMNTS

JULY 30, 2019

firms were still trying to recover, banks in China pumped up lending and funded a generous economic stimulus package. ICBC has simpler businesses in China, focused on lending,” said Chen Shujin, chief financial analyst at Huatai Securities Co. Measured side by side, ICBC assets are around $4 trillion versus $2.6 in Hong Kong.

Banking 46

Banking Financial Analyst Financial Systems Economics 46

PYMNTS

DECEMBER 14, 2020

recession, massive economic uncertainty and high unemployment? Millennial-friendly investing platform Robinhood has grown by leaps and bounds during the pandemic, making it easy for consumers with little or no investing experience to jump into the market. There’s some empirical evidence to back this theory up.

Marketing 64

Marketing Financial Analyst Investments Numbers 64

CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments 130

Investments Budgeting Finance Marketing 130

CFO News Room

JANUARY 24, 2023

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. Not surprisingly, Moneyball has found its way into business and investing as well.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Musings on Markets

FEBRUARY 15, 2023

Starting with gross margins, and computing the number for all non-financial service firms, we report the distribution of gross margins across publicly traded companies at the start of 2023, again based upon gross income and sales in the most recent twelve months: While the median gross margin across all publicly traded global firms is about 30%.,

Profit and Loss 52

Profit and Loss Investments Hurdle Rate Accounting 52

PYMNTS

NOVEMBER 16, 2020

That’s been a hallmark of the pandemic, of course, where restrictions and economic headwinds have proven stubborn. In a statement provided to PYMNTS, Bankrate Chief Financial Analyst Greg McBride said, “PNC’s acquisition of BBVA’s U.S. percent in June. Expanding The Digital Footprint .

Mergers and Acquisitions (M&A) 75

Mergers and Acquisitions (M&A) Banking Profit and Loss Strategic Planning 75

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 Budgeting Financial Modeling 59

Future CFO

MAY 23, 2023

Sheree Lim (SL): After earning my degree in Business, my interest in finance specifically in treasury was sparked after attending an internal workshop series on cash and forex management during my first job as a financial analyst. FutureCFO: What are some of the biggest challenges facing you as a treasurer today?

Treasury 52

Treasury Leadership Communication Finance 52

Musings on Markets

JANUARY 8, 2022

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. Not surprisingly, Moneyball has found its way into business and investing as well.

Valuation 91

Valuation Corporate Finance Currencies Finance 91

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. This task falls to the finance leader.” “The

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

BlueLight

AUGUST 21, 2020

After a brief stint in investment banking, I missed working with founders and decided to venture out on my own. For the first few years, I was building financial models for founders that were fundraising. Financial planning is our most valuable service. What can they do to stay resilient in the face of economic uncertainty?

Planning 52

Planning Marketing Startups CFO 52

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

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. class nine times.

Valuation 111

Valuation Profit and Loss Financial Analyst Concentration 111

Barry Ritholtz

MARCH 21, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. So given AQR has been around for 25 years, how has your investing philosophy evolved over that period, assuming it’s changed at all?

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

PYMNTS

NOVEMBER 20, 2020

Bankrate Chief Financial Analyst Greg McBride said in comments on that latest headline-grabbing deal, which has invited Rep. Scale matters more than ever, especially with the growing technology investments needed to keep pace with the biggest banks and FinTech startups.”. Waters’ caution, that “PNC’s acquisition of BBVA’s U.S.

Mergers and Acquisitions (M&A) 113

Mergers and Acquisitions (M&A) Banking Financial Analyst Forecasting 113

Barry Ritholtz

DECEMBER 26, 2023

You work at Capital Growth Financial and in former global markets before you join investing Giant Merrill Lynch in 2007, what was that transition like from smaller shops to a really, really big one? So I’m looking at the lowest tier of investment grade versus the 10 year yield 00:52:46 [Speaker Changed] Versus the treasury.

Marketing 60

Marketing Leadership Finance Investments 60