Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. Resource Allocation: Financial Planning and Analysis helps organizations allocate their resources effectively.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

OCTOBER 3, 2023

They play a critical role in helping companies make informed financial decisions and allocate resources effectively. FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning.

Financial Planning and Analysis (FP&A) 59

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

Future CFO

MARCH 14, 2024

Manabat, on the other hand, thinks that there is a growing need for deeper financial analysis expertise, saying that organising seminars and training sessions for current finance teams, especially seasoned professionals, is essential for keeping them abreast of market dynamics.

Accounting 98

Accounting Finance Financial Analysis Compliance 98

CFO Leadership

OCTOBER 10, 2023

Financial analysts and others can use the technology to assemble insights in a range of formats — from bulleted lists to slide decks to summary reports — for various audiences to use for more accurate and timely business decision-making. But it’s a heavy lift and it requires skill sets you may not have in-house.

Financial Planning and Analysis (FP&A) 115

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

Future CFO

DECEMBER 6, 2023

From financial expertise to strategic decision-making to risk and stakeholder management, successful CFOs should possess a diverse skill set to help guide companies through ever more complex business landscapes and financial and regulatory environments.” I am both excited and worried about the speed of change that AI will bring.

CFO 98

CFO Finance Financial Analysis Transportation 98

Musings on Markets

JANUARY 11, 2024

Most of you are not enrolled at NYU, paying nosebleed prices, and that is prerequisite to be in the classroom, but thanks to technology and a loose reading of the rules that constrain me, you can get a close approximation of the classroom experience, wherever you are in the world, with broadband being your only constraint.

Corporate Finance 128

Corporate Finance Valuation Finance Investments 128

Future CFO

MAY 1, 2024

As for the interesting parts of the role, Celina Leonardo , senior director of corporate finance & strategic investment at Super Magnificent Coffee Company Pte. It’s always a challenge when you start to implement a new technology,” Ramon concedes.

Leadership 98

Leadership IFRS Finance Communication 98

Future CFO

APRIL 21, 2022

A strong CFO-CIO partnership that lead to the best digital investment outcomes was defined as being business centric, as opposed to function centric, and collegial, as opposed to adversarial, according to the advisory firm. CFOs should be thinking of their CIO as a business strategist, rather than just a budget owner,” said Rathindran.

CFO 52

CFO Budgeting Leadership Financial Analysis 52

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. That said, to use mean reversion in analysis or investing, you need to know what these averages are, either over time or across companies, and data can help in that pursuit.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

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. And how much money do they make?

Banking 130

Banking Financial Analyst Budgeting Investments 130

Beacon CFO Plus

MAY 5, 2023

Financial institutions are increasingly leveraging NLP technologies to improve their customer service and streamline various financial processes. We have a responsibility to understand where investments in AI-powered technologies, like chatbots or virtual assistants, can be impactful.”

Finance 52

Finance CFO Financial Analysis Leverage 52

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Marko Horvat. Marko Horvat.

Finance 98

Finance CFO Forecasting Leadership 98

Spreadym

JULY 21, 2023

Digital transformation in finance refers to the process of integrating digital technologies and innovations into all aspects of financial services and operations within a financial institution or organization. What is a Goal of Digital Transformation in Finance?

Finance 52

Finance Prioritization Compliance Leverage 52

Adam Kae

JANUARY 23, 2020

For example, you may be investing a significant amount to a marketing initiative that isn't receiving a strong ROI. While this may come back to a marketing standpoint, your marketing investments do ultimately affect your revenues. As well as competitors, keep up with industry trends and technologies.

Financial Analysis 52

Financial Analysis Finance Forecasting Numbers 52

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

The Finance Weekly

JANUARY 22, 2024

Manage cash flow and plan for financial needs. Supervise and offer suggestions for the financial department. Identify investment and financial planning opportunities. Attend board meetings and provide detailed financial reports and recommendations to company leadership. Prepare quarterly and annual tax filings.

CFO 52

CFO Education Communication Leadership 52

Musings on Markets

DECEMBER 15, 2021

For much of the last two years, rather than teach my classes in a classroom, I taught my classes from my home office, making a few low-cost, low-tech investments to improve my set up. Put simply, if you cannot tell the difference between operating and net income, or what to consider as debt, you will be lost in any type of financial analysis.

Corporate Finance 56

Corporate Finance Valuation Finance Investments 56

CFO News Room

JANUARY 24, 2023

Not surprisingly, Moneyball has found its way into business and investing as well. Mean Reversion works, until it does not : Much of investing over the last century in the US has been built on betting on mean reversion, i.e. that things revert back to historical norms, sooner rather than later.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Spreadym

JUNE 6, 2023

It may be used for: Budgeting and financial planning: Financial forecasts are used to develop budgets and allocate resources. They provide a roadmap for managing income, expenses, investments, and other financial activities. It helps in evaluating the potential returns and risks associated with investment decisions.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Musings on Markets

JANUARY 6, 2023

It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. That said, to use mean reversion in analysis or investing, you need to know what these averages are, either over time or across companies, and data can help in that pursuit.

Valuation 52

Valuation Corporate Finance Financial Analysis Leverage 52

PYMNTS

APRIL 23, 2019

With that in mind, the integration of various products and platforms will also be an essential strategy for Back Office, and is reflective of SMB accounting technology’s bigger shift to meet demand for more holistic services that communicate with each other. Accountants and accounting solutions must address this need, too.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

PYMNTS

MAY 13, 2019

The rise of small business (SMB) accountants as financial advisors to their clients has emerged in parallel with a surge of back-office software solutions. Business owners must often choose between spending cash on advisory services or investing in the growth of their companies.

Accounting 61

Accounting Compliance Prioritization Financial Analysis 61

Future CFO

JULY 18, 2021

The insurance industry makes long-term promises to clients and policyholders and the role of the CFO is to ensure that we are providing financial analysis to investors and analysts and explaining what has happened with the value of those promises,” commented Yeoh. Unique to insurance. Data-driven finance.

Marketing 52

Marketing CFO Finance Leadership 52

The Finance Weekly

OCTOBER 13, 2021

The responsibilities of controllers today extend to more than just accounting and forecasting; FCs are now expected to engage in business administration and financial planning. In this way, the FC can provide high-detail, granulated financial analysis that can be used by the CFO for broader financial planning.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

Boston Startup CFO

FEBRUARY 1, 2023

Preparing for due diligence : Due diligence is the process of evaluating a potential investment or acquisition. A CFO can help you prepare for due diligence by gathering and organizing financial information and documents, and by answering any questions that investors may have. If at are favorable to you.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

The Finance Weekly

JULY 31, 2023

They highlighted how AI technology is transforming the way finance and accounting teams work with data and make decisions. His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit. However, as technology progresses, the use of RPA expands beyond finance.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Barry Ritholtz

DECEMBER 28, 2022

. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. He has seen pretty much everything in the world of investing. You’re not allowed to do anything in investment management, and then allow it to do anything in sales. RITHOLTZ: Right. ELLIS: I don’t have to do it.

Profit and Loss 72

Profit and Loss Investments Marketing Sales 72

Future CFO

MARCH 11, 2021

Laura Houldsworth, SVP and general manager at SAP Concur, says tax management involves financial analysis and decision making. Proper tax management can lead to lower effective tax rates, better business decision-making, and greater accuracy in financial reporting," according to Houldsworth.

SAP 52

SAP CFO Finance Compliance 52

Musings on Markets

JANUARY 8, 2022

Not surprisingly, Moneyball has found its way into business and investing as well. Mean Reversion works, until it does not : Much of investing over the last century in the US has been built on betting on mean reversion, i.e. that things revert back to historical norms, sooner rather than later.

Valuation 91

Valuation Corporate Finance Currencies Finance 91

CFO News Room

JANUARY 18, 2023

Some big companies invest in their employees by offering fantastic career progression opportunities. With the increasing reliance on technology, these jobs are becoming increasingly important. . You can also become an independent agent, performing financial analysis and selling life insurance products to clients.

Leadership 130

Leadership Education Communication Problem Solving 130

Barry Ritholtz

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Investments 57

Investments Banking Entertainment Valuation 57

Adam Kae

OCTOBER 29, 2020

Invest more in new technology? You'll need to do some math to understand: where your breakeven is. how many of your patients are in-network. how much your rate should increase to profit more for your practice. Think about what your practice's goals are. Do you want to grow more? Pay off debt?

Math 52

Math Forecasting Leverage Investments 52

Spreadym

JULY 10, 2023

Automation and Technology: Leverage financial software and technology solutions to automate repetitive tasks, improve data accuracy, and streamline the close process. Training and Skill Development: Invest in training programs and provide ongoing professional development opportunities for the finance and accounting team.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

Future CFO

DECEMBER 7, 2020

Ultimately, the CFO still needs to be somebody that executives can trust implicitly to cut through all the biases and be the honest broker in decision-making and running financial analysis. We started to see a return on our lifestyle investment during the lockdown period from March 2020 onward. All these are key to success.

CFO 52

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

Musings on Markets

JANUARY 9, 2021

All of the data that I use in my data analysis is in the public domain, and while I am lucky enough to have access to large (and expensive) databases like Bloomberg and S&P, there are tens of thousands of investors who have similar access. So, why bother?

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

CFO Talks

FEBRUARY 20, 2024

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. You mentioned the two financial managers that you invest in.

CFO 52

CFO Leadership Accounting Finance 52