What is Financial Analysis??

CFO Network

Proper financial analysis for business is essential. As the name suggests, financial analysis is the process of establishing financial policies, evaluating trends, and identifying key investments your business could make. Technical Analysis.

Why Is Financial Analysis Important?

CFO Network

If you’re a business owner and you can’t easily answer these questions, there is a good chance you need to consider financial analysis. Financial analysis can help you get a better idea of your organization’s larger financial picture.

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How Finance Teams Can Speed Up Monthly Reporting

Lime Light

financial analysis reporting innovationMonthly reporting is a good way for companies to stay on top of how they are performing and structured. Its uses for strategic planning are abundant and provide real value to organizations.

Excel skills remain top of list for FP&A roles: report

CFO Dive

companies still seeking out Excel proficiency when filling financial analysis roles, DataRails finds Advanced use of Excel is still required for the majority of FP&A jobs, with nine out of 10 top U.S.

The Top 4 Innovations that are Enhancing Financial Reporting

Lime Light

The accounting profession has existed for centuries and while the problems accountants deal with may have increased drastically in complexity their primary tools, financial statements, and reports, have remained mostly unchanged. financial analysis reporting innovation

NFTs, Crypto and Powerful Impact on 2021 taxes

Adam Kae

Here is a great resource from Work From Home Financial to track all of your crypto transactions in one easy place! The best way to avoid costly financial mistakes is to prevent them from happening in the first place, and that’s what a CFO is for!

Make vs Buy Cranberry Sauce: The Ultimate Thanksgiving Dilemma

Adam Kae

We decided to have a little fun and do a fun financial analysis of the costs of making vs buying! Analysis Time. Adam Kae & Associates Outsourced CFO Small Business Finance Financial Analysis

Fabozzi: Finance Must Modernize or Face Irrelevancy

CFA Institute

Fabozzi, CFA, spoke with Paul Kovarsky, CFA, about the state of academic finance and financial theory. Behavioral Finance Economics Philosophy Standards, Ethics & Regulations (SER) Career Development and Soft Skills financial analysis financial education Regulations Standards and Ethics

Negotiation for Physicians

Adam Kae

Put together a packet of information on your generic financial documents. Adam Kae & Associates Outsourced CFO Financial Analysis Medical Finance Non-Profit Finances Healthcare ManagementWe get it, you're a doctor, not a lawyer!

Math 52

Hidden Ideas in Macro: The Long-Forgotten “M”

CFA Institute

Drivers of Value Economics History & Geopolitics Performance Measurement & Evaluation central banking economics financial analysis Milton Friedman Monetary Experimentation Monetary Policy US Federal Reserve

Finance, Bubbles, Negative Rates: The What Ifs. ?

CFA Institute

Drivers of Value Economics History & Geopolitics Performance Measurement & Evaluation Philosophy Portfolio Management bubbles economics financial analysis history interest rates Negative Interest Rates Orson WellesWhat if "normal" real interest rates are not coming back?

Cash Flow: Your Practice's Circulatory System

Adam Kae

Financial. Adam Kae & Associates Outsourced CFO Small Business Finance Financial Analysis Medical Finance Healthcare ManagementThink of cash flow as the circulatory system of your practice. When everything is flowing smoothly , our bodies are functioning well.

How to Beat the 2020 Year-End Forecasts

CFA Institute

Drivers of Value Economics Equity Investments Performance Measurement & Evaluation Portfolio Management financial analysis Forecasting Investment Management StrategiesWhere will stock markets and interest rates be at year-end 2020?

Book Review: Financial Econometrics

CFA Institute

Oliver Linton provides a good reference work for key financial econometric topics and extensions over the past 20 years. Book Reviews Economics Performance Measurement & Evaluation Quantitative Methods econometrics economics financial analysis quantitative finance quantitative methods

Investing for Retirement: Beware the Unicorn IPO Stampede

CFA Institute

Economics Equity Investments Portfolio Management equities financial analysis Initial Public Offering (IPO) Investment Management Strategies Investment Products and Asset Classes

Aswath Damodaran on the Disruption Dilemma

CFA Institute

Drivers of Value Economics Equity Investments Performance Measurement & Evaluation Portfolio Management Aswath Damodaran CFA Institute Equity Research and Valuation Conference disruption financial analysis Investment Management Strategies valuations

Private Real Estate Fund Categories: A Risk/Return Assessment

CFA Institute

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

10 Open Questions for All Professional Investors

CFA Institute

Drivers of Value Economics Investment Topics Leadership, Management & Communication Skills Performance Measurement & Evaluation Portfolio Management Career Development and Soft Skills economics financial analysis Investment Management Strategies

Analyzing Mr. Market’s Sense of Priority

CFA Institute

Drivers of Value Economics Equity Investments Performance Measurement & Evaluation Portfolio Management economics financial analysis Investment Management Strategies Mr. Market seriesHow do we decipher what Mr. Market's priorities are?

Analyst Forecasts: Lessons in Futility

CFA Institute

Economics Equity Investments economics equities financial analysis forecastsIt 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.

Investing in Asia: Grasping Corporate Governance Nuances Is Key

CFA Institute

Equity Investments Asia CFA Institute Equity Research and Valuation Conference Corporate Governance financial analysis Investment Management StrategiesWhat do swimming scallops have to do with investing in Asia? A lot, according to S. Joyce Li, CFA.

ESG and the Commons: From Tragedy to Governance?

CFA Institute

Drivers of Value Economics Performance Measurement & Evaluation Portfolio Management Standards, Ethics & Regulations (SER) economics ESG ESG issues financial analysis Investment Management Strategies Regulations Standards and Ethics

Global Financial Health Check-Up: What’s the Prognosis?

CFA Institute

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?

The Intangible Valuation Renaissance: Five Methods

CFA Institute

Drivers of Value Economics Equity Investments Financial Statement Analysis Performance Measurement & Evaluation Portfolio Management Standards, Ethics & Regulations (SER) accounting asset classes and valuation financial analysis intangible assets Regulations Standards and Ethics valuations

Ashby Monk on Alternative Data’s Potential

CFA Institute

Alternative Investments Drivers of Value Future States Portfolio Management Quantitative Methods alternative data Big Data CFA Institute Conferences CFA Institute Seminar for Global Investors financial analysis Investment Management Strategies

Hiring and Firing Portfolio Managers: Process and Outcomes

CFA Institute

Drivers of Value Economics Leadership, Management & Communication Skills Performance Measurement & Evaluation Portfolio Management Career Development and Soft Skills financial analysis Firm Management and Client Relationships Investment Management Strategies

Smart Beta: How to Avoid Fixed Income’s “Crocodile Jaws”

CFA Institute

Drivers of Value Economics Fixed Income Portfolio Management bonds economics financial analysis fixed income interest rates Investment Management Strategies Investment Products and Asset ClassesCan smart beta help bond investors escape fixed income's "crocodile jaws"? Salvatore J.

Zero Emissions Vehicles: Making Sense of the Transition with SASB Standards

CFA Institute

Responses to SASB performance metrics can enhance financial analysis as the transition from gas-powered vehicles evolves. Drivers of Value Economics Future States Standards, Ethics & Regulations (SER) ESG ESG issues Regulations Standards and Ethics SASB

Optimizing Your Financial Statements

Lime Light

The three main financial statements, balance sheet, cash flow, and income statement are the building blocks of organization-wide financial analysis. For these reasons and more, these financial statements are the most important for the finance office.

How to Analyze a Company’s Financial Position

CFO News Room

What Is Financial Analysis? To understand and value a company, investors examine its financial position by studying its financial statements and calculating certain ratios. Fortunately, it is not as difficult as it sounds to perform a financial analysis of a company.

CFO 130

Views from the Summit: Sanjay Jawa, CFO of Kooth

Generation CFO

At Kooth, I am the Chief Financial Officer. I have responsibility for the financial and legal operations of the firm. .

CFO 195

Employee Spotlight: Meet Anek Grewal

FISPAN

Anek brings an extensive background in business development and customer success, with key specializations including project scoping, business and financial analysis, and relationship management.

10 ways to make your financial processes more reliable

Generation CFO

Seizing the initiative and restructuring your enterprise’s financial processes isn’t easy – but a good CFO or controller should always be striving to continually improve such processes. How FPM software can help to make our financial processes more reliable .

Everything You Should Know About the Outsourced CFO

CFO Network

Have the proper CFO for your company can often be the difference between whether or not you are able to accurately implement your financial analysis. The primary benefit an outsourced CFO can provide is helping with forecasting, budgeting, and similar financial needs.

CFO 81

Where Can FP&A Career Path Take You?

Fpanda Club

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function.