CFO Thought Leader

JULY 12, 2023

When David Parsons tells us that he remains concerned about the whereabouts of his 20-something-year-old self, we realize that our talk with Zuto’s CFO is going to be different from most of those that we undertake with today’s finance leaders. I have not necessarily built my career by trying to fill niches and gaps on my c.v.,

CFO 52

CFO Finance Corporate Finance Valuation 52

Musings on Markets

DECEMBER 21, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023. The class starts with a question of what the end game should be for a business (profitability, value, social good?)

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

Future CFO

MARCH 13, 2024

The role of chief financial officers continues to evolve beyond the finance function, according to a survey by leadership advisory firm Egon Zehnder. CFOs largely agree the top two team members they rely on the most are the Head of FP&A and the Controller/CAO.

CFO 52

CFO Mergers and Acquisitions (M&A) Leadership Auditing 52

PYMNTS

DECEMBER 13, 2019

At the same time, the New York Stock Exchange has submitted a proposal for a direct listing-style alternative to the IPO , while FinTech Uncapped recently spoke with PYMNTS about connecting small businesses to capital via revenue-based financing, described as a tool that sits somewhere between venture capital and a traditional bank loan.

B2B 52

B2B Finance Invoicing Manufacturing 52

PYMNTS

MAY 30, 2018

With the new round of funding, Tradeshift has raised a total of $400 million and now has a valuation of $1.1 This investment will enable us to continue our rapid growth and consolidate our leadership position. Tradeshift enables supply chain payments and marketplaces for more than 1.5

Valuation 43

Valuation Leadership Investments B2B 43

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

E78 Partners

AUGUST 21, 2023

Macro Investment Market Challenges a Headwind for Private Equity Valuations Private Equity Sponsors are facing their most challenging valuation market since the great recession of 2008-09. Heightened inflation and interest rates will continue to be valuation headwinds.

Planning 52

Planning Valuation Restructuring Leverage 52

VCFO

MARCH 9, 2023

would require strong legal, finance, HR, and other expertise to connect the organization’s two worlds and establish its foundational structures. Forming the Foundation The visits of Schoox Founder and CEO, Lefteris Ntouanoglou, to the U.S. centered on building the network that would be needed to support the business. Incorporating in the U.S.

Startups 59

Startups Leadership CFO Leverage 59

CFO Thought Leader

OCTOBER 24, 2023

Jack Sweeney Doug Lindroth discusses the changing landscape of software company valuation, emphasizing the need for balanced growth, operational efficiency, free cash flow, and positive earnings to attract investors. which would ultimately acquire Memec only 2 years later.

CFO 52

CFO Valuation Leadership Finance 52

Future CFO

SEPTEMBER 16, 2020

As some organisations implement return to work procedures, a global survey by Gartner of CFOs and finance leaders on March 30, 2020, revealed considerations by 52% of respondents to move at least 10% of their previously on-site workforce to permanently remote positions post-COVID 19. Clive Webb.

Finance 52

Finance Compliance Accounting Valuation 52

E78 Partners

APRIL 13, 2023

E78 Partners offers finance and technology solutions for PE firms pursuing roll-up strategies. This trend was made possible by the staggering amounts of capital available in private markets during an era of lower interest rates and surging valuations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

Future CFO

APRIL 13, 2023

PwC says M&A tends to slow during times of uncertainty or market volatility—but those can be precisely the times when valuations become more attractive and opportunity knocks. At Tata Communications, the CEO and I put together a finance strategy to become fit and continue to sustainably grow for years to come.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Communication CFO Leadership 52

Michigan CFO

NOVEMBER 7, 2022

A Chief Financial Officer (CFO) is an executive role within an organization that takes responsibility for finance, financial planning, mergers and acquisitions, valuation, financing and investors, and other important financial aspects of the business. Having an on-demand CFO can provide your business flexible expertise.

CFO 40

CFO Valuation Construction Leadership 40

PYMNTS

SEPTEMBER 20, 2019

Ari Mir, Clutter’s co-founder and CEO, said Clutter did not need to raise funding for the takeover, but will eventually look for more financing to handle growth. So far, Clutter has raised around $310 million (including a $200 million round this year, led by SoftBank ) and it has a valuation of around $600 million.

Valuation 43

Valuation Leadership Startups Finance 43

Future CFO

JULY 18, 2021

She explained that these days it is about integrating the experience of governance, valuation, reporting, products, and reinsurance to deliver value for shareholders. Data-driven finance. How would you interpret a data-driven strategy within the finance function in the insurance business? Advice for aspiring CFOs.

Marketing 52

Marketing CFO Finance Leadership 52

PYMNTS

JANUARY 24, 2019

The news comes after DoorDash hired Prabir Adarkar, Uber’s former head of strategic finance, as its chief financial officer, according to TechCrunch. Sokol led and scaled Uber Eats from its inception, supervising a team of more than 200 engineers, and serving on the Uber Eats executive leadership team.

Valuation 46

Valuation Leadership Finance Planning 46

CFO Thought Leader

JULY 16, 2023

’” remarks Cox, who notes that one trait that might distinguish his post-COVID vs. pre-COVID finance leadership is a willingness to push back. “I’d ask, ‘How do we generate cross-selling more quickly or invest in this company in a way that makes the business more successful more quickly?,’”

CFO 52

CFO Education Leadership Practice Management 52

Future CFO

DECEMBER 7, 2020

Editor’s note: For our Female Leadership in Finance Series, FutureCFO editor Teresa Leung recently had a chat with Sereen Teoh (pictured below), CFO at BIG Loyalty. FutureCFO: Can you share with me your finance career journey? When did you start to become interested in finance? Sereen Teoh, CFO, BIG Loyalty.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

PYMNTS

DECEMBER 10, 2018

South Korean company Viva Republica, which is behind the payment app Toss, has become the country’s fourth unicorn startup after raising an $80 million funding round at a valuation of $1.2 In the meantime, Lee told TechCrunch that there are plans to do an IPO “at some point,” but the more immediate goal is to expand overseas.

Valuation 49

Valuation Leadership Startups Securities 49

PYMNTS

DECEMBER 5, 2018

Analysts attributed this less to the performance of Coupa, and more to macro trends, including the overall stock market drop on Tuesday, and an inflated stock valuation for Coupa to begin with, The Motley Fool said. Despite the positive news, reports noted that Coupa shares slumped following the release of its earnings data.

GAAP 43

GAAP B2B Valuation Leadership 43

Michigan CFO

NOVEMBER 7, 2022

This trend makes SaaS valuation increasingly important. This makes determining an accurate SaaS valuation difficult. By ensuring that the appropriate methods and models are used, SaaS companies can attain more accurate, higher valuations that provide leverage when seeking financing or negotiating sales.

Valuation 40

Valuation CFO Leadership Forecasting 40

VCFO

OCTOBER 10, 2023

This hospitality business owner approaching retirement didn’t want to sell the company he built for more than 20 years for < $10M but valuation showed it would only yield $3-4M in the market. | Can short-term financing be established that transitions naturally to a longer term loan as the business winds down?

Strategic Planning 81

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 81

VCFO

NOVEMBER 18, 2021

The M&A term sheet has been negotiated, due diligence has been completed and the valuation plus the timing has been agreed upon by both sides. When working with our corporate finance consultants, you will receive the assistance before, during and after the transaction to increase value and mitigate risks. ———-.

Mergers and Acquisitions (M&A) 54

Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. Are you considering selling your business in the next several years or looking to address a specific business valuation driver? The post Building Blocks of Business Valuation appeared first on vcfo.

Valuation 87

Valuation SAP Concentration Benchmarking 87

PYMNTS

DECEMBER 9, 2016

VCs used 2016 to manage costs, set priorities and valuations,” explained Rahul Khanna, managing partner at Trifecta Capital, in an interview with Business Standard published Wednesday (Dec. Apparently, he’s putting his money where his mouth is by investing in Timelio, which offers invoice financing on a digital marketplace.

B2B 76

B2B Startups Valuation Investments 76

Jedox Finance

APRIL 21, 2020

Assets with strong fundamentals and low valuations create openings to new markets. Distressed debt urgently needs financing; and digital and automation investments can strengthen resilience and agility. Swift changes are forcing management to rethink operating models. In contrast, an opportunity exists. Investors thrive on feedback.

Benchmarking 52

Benchmarking Valuation Communication Planning 52

PYMNTS

SEPTEMBER 30, 2016

BlockApps wants to expand its Blockchain-as-a-Service solution across the globe, and its latest financing round will help the company with that goal. The company’s clients operate in a range of industries, BlockApps said, including finance, supply chain management and payments. The asset financing company, based in the U.K.,

B2B 70

B2B Treasury Startups Cash Management 70

VCFO

MAY 5, 2022

Panelist – Jim Briggs, Director, Statesman Corporate Finance | jbriggs@statesmanbiz.com. Unless it is a simple, small business, the valuation of the business can be complicated. Engaging valuation expertise is a good way to pave the path to success. Demonstrating sustainable value to an outsider (i.e.,

Sales 78

Sales Mergers and Acquisitions (M&A) Planning Valuation 78

PYMNTS

MAY 16, 2018

It’s been a full year for SoFi , as the personal finance company attempts to get back on track after a 2017 that was, at best, tumultuous. ” And while they might care about those values, at this point investors are likely wondering more about SoFi’s mission, a product offering that justifies a valuation of $4.4

Credit Risk 40

Credit Risk Valuation Leadership Finance 40

PYMNTS

NOVEMBER 15, 2018

Bain Capital Ventures said Wednesday (November 14) that it has raised $1 billion in investment capital that will be geared toward targeting startup companies spanning seed rounds to growth-stage financing. There’s a clarity about market leadership that is good for everyone and in this environment it is hard to come by.”.

B2B 55

B2B Startups Investments Healthcare 55

CFO News Room

JANUARY 12, 2023

A pull back in risk capital is often the catalyst for corrections, where price not only converges back on value, but often overshoots in the other direction (creating under valuations). The second was the decline in interest rates across the globe, with rates in developed market currencies (US $, Euro, Japanese Yen etc.)

Investments 130

Investments Profit and Loss Marketing Treasury 130

CFA Institute

DECEMBER 30, 2019

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Finance 52

Finance Performance Measuring Risk Management Education 52

Barry Ritholtz

DECEMBER 5, 2023

Were you always thinking about going into finance? What, what was it that made you say, Hey, this finance thing looks like it’s fun and interesting? But there wasn’t an active m and a business, there wasn’t a leveraged finance business. You get a Stanford MBA. What was the original career plan?

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Musings on Markets

JULY 1, 2022

A pull back in risk capital is often the catalyst for corrections, where price not only converges back on value, but often overshoots in the other direction (creating under valuations). The third was a change in investor composition, with a shift from institutional to individual investor market leadership, and increased globalization.

Marketing 88

Marketing Investments Profit and Loss Treasury 88

Bramasol

JUNE 10, 2022

Either method enables companies to perform valuations and closing preparations for particular company codes according to required accounting principles for specific countries or locales, while still maintaining the ability to roll-up everything for enterprise-wide management.

Accounting Principles 84

Accounting Principles IFRS SAP Accounting 84

Planful

SEPTEMBER 6, 2021

In reality, a company’s financial report can be more flimsy—involving estimates and judgment from leadership that’s far from the truth. Valuations are a classic example of hole-filled financial reporting. History is riddled with companies that went public based on inflated valuations and false narratives. at its peak to $0.26

Financial Reporting 40

Financial Reporting Valuation IFRS GAAP 40

Barry Ritholtz

AUGUST 29, 2023

So, started examining opportunities in finance, real estate and insurance. RITHOLTZ: We’ll talk a little bit about leadership and crew development a little later. RITHOLTZ: You know, what’s really interesting is everybody tends to think of Wall Street and investing and finance in terms of the investing side.

Investments 52

Investments Benchmarking Valuation Construction 52