Musings on Markets

DECEMBER 21, 2022

Have fun : If you look at the joy that young children show when they learn something new, it is obvious that human beings enjoy learning (though our education systems are often designed to stamp out that joy). So, whether you are a number cruncher or story teller, I think you will find something to take away from the class.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

BlueLight

JUNE 5, 2020

The founder should also manage the number of people in the room. Expertise includes early stage technology development, strategic business planning, economic and financial modeling, recruiting and executive team building, fund raising, incubating startups, investing across company stages and board level advising.

Startups 52

Startups Technology Investments Finance 52

Centage

AUGUST 8, 2023

Excel requires a lot of specialized knowledge and managing financials within it can be particularly brittle and unreliable. Multiple Users and Sharing Spreadsheets In the early days of a company’s life cycle, it can easily set up its financials in a single workbook on a single budget spreadsheet.

Budgeting 98

Budgeting Planning Forecasting Financial Modeling 98

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

CFO News Room

NOVEMBER 1, 2022

And when you’re doing hundreds of clients a year, and mostly in the Seattle area, I guess, eventually, a very large number of the expenses are kind of consistent and start repeating after a while. But it’s funny though, because I do have a financial planner who is based in Illinois. Mindy: Yeah, yeah. Mindy: Yeah.

Planning 130

Planning Investments Accounting Math 130

The Charity CFO

APRIL 15, 2022

I mean, we see our clients constantly struggling, um, to find clinicians, uh, you know, educators, administrators, all sorts of backgrounds. And there’s the other 20% of us that really like financial modeling and yeah. Geeking out on Excel spreadsheets. Uh, I’m definitely that one. Triná Owens: I love a spreadsheet.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Barry Ritholtz

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56