Musings on Markets

FEBRUARY 18, 2025

The second was a comment that I made on a LinkedIn post that had built on my implied equity premium approach to the Indian market but had run into a roadblock because of an assumption that, in an efficient market, the return on equity would equate to the cost of equity.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

CFA Institute

MARCH 11, 2025

He oversees a substantial asset base across Frontier Emerging Markets and the Middle East. Sandeep Srinivas, CFA is a partner and fund manager at FIM Partners in Dubai. He spends significant time on in-depth investigation of business models to uncover opportunities for long-term, value-driven investments.

Investments 52

Investments Marketing Leadership Leverage 52

CFO Plans

DECEMBER 2, 2024

Join us as we explore unique perspectives on financial reporting and data analysis, offering actionable insights for hospitality business owners seeking growth opportunities without a dedicated financial strategist. This foundational analysis is the first step toward crafting effective growth strategies.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

CFO Talks

FEBRUARY 20, 2025

Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. So how do we move from routine financial analysis to something more insightful? Assumptions are rarely questioned.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

CFO News Room

JANUARY 25, 2023

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. The time value of money is at the heart of almost everything in finance, and understanding the mechanics and intuition of present value is a bedrock on financial analysis.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

CFA Institute

JANUARY 10, 2025

After retiring from Santa Clara in 2016, he pursued new research interests in financial market history and retirement income planning. McQuarrie, Ph.D., is Professor Emeritus at the Leavey School of Business at Santa Clara University.

Marketing 52

Marketing Investments Planning Financial Analysis 52

Musings on Markets

DECEMBER 11, 2024

If you are a business owner or operator, this class should give you the tools to use to make business choices that make the most financial sense. If you work in a business, whether it be in marketing, strategy or HR, this class is designed to provide perspective on how what you do fits into value creation at your business.

Valuation 125

Valuation Corporate Finance Finance Investments 125

CFA Institute

FEBRUARY 8, 2024

The economy matters, but it matters differently to different investors depending on their distinct objectives, timelines, and asset allocation. And it’s not the only thing that matters.

Marketing 52

Marketing Financial Analysis Risk Management Economics 52

Global Finance

JUNE 9, 2025

Another innovation is CashPro Capital Markets Insights, which is the first integrated capital markets experience available in a treasury mobile app, offering access to investment-grade secondary bond pricing alongside treasury information. V1 generates reports for banks and third parties, helping to calculate risk-weighted assets.

Treasury 59

Treasury Cash Management Financial Analysis Credit Risk 59

CFO Thought Leader

MARCH 20, 2025

Finance Strategic Moment Early in his Danaher career, Erik Swenson faced a pivotal decision: continue with a volatile capital business or pivot to a faster-growing, more stable life sciences market. Instead of rushing into change, he pushed for convictionevaluating market viability, margins, and execution feasibility.

CFO 40

CFO Marketing Finance Financial Analysis 40

Future CFO

FEBRUARY 14, 2025

For example, if you ask a free AI model like ChatGPT about yesterdays market trends, it may only provide information based on its last training update." Hardman says AI is transforming financial analysis by providing real-time insights, improving accuracy, and enhancing predictive capabilities.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

CFO Plans

FEBRUARY 23, 2025

Learn how to craft compelling financial narratives that captivate investors. Highlighting Performance and Prospects in Investor Financial Analysis When investors plunge into your financial statements, they conduct a thorough analysis to weigh potential risks and returns.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

CFO Plans

MAY 19, 2025

This organization prevents financial mishaps, simplifies tax preparation, and provides clarity for financial analysis, ensuring you’re always one step ahead. Assess current operations to identify growth opportunities, whether it’s expanding product lines or exploring new markets.

Budgeting 52

Budgeting Startups CFO Finance 52

Future CFO

JUNE 24, 2024

The basic concepts I always hold on to when it comes to financial statement analysis are as follows: The financial statements should tell the story of the period. The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends. Yes and No.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

Future CFO

JULY 15, 2024

It is undeniable that the Finance function is in dire need to keep up with the technological advancements to meet the demand of the market, and one of the things in the to-do list is upskilling its people.

Finance 97

Finance Financial Analysis Budgeting Forecasting 97

CFO Talks

NOVEMBER 29, 2024

On the market-facing side, we introduced new, more affordable product packages to capture additional market share and worked closely with Coca-Cola Atlanta on aggressive marketing campaigns. From digital tools for financial analysis to technologies that improve operational efficiency, staying ahead of the curve will be key.

Finance 98

Finance Profit and Loss CFO Leadership 98

Future CFO

FEBRUARY 26, 2025

With 2025 seeing continuations of how artificial intelligence takes over the market , including the Finance function, it is important how finance leaders get a good grasp of how they can make use of technology for revenue. Focus on platforms that provide comprehensive analytics and global reach," he says.

Leverage 52

Leverage Finance Financial Analysis Entertainment 52

Musings on Markets

FEBRUARY 8, 2025

In the first five posts, I have looked at the macro numbers that drive global markets, from interest rates to risk premiums, but it is not my preferred habitat. The second set of inputs are prices of risk, in both the equity and debt markets, with the former measured by equity risk premiums , and the latter by default spreads.

Hurdle Rate 74

Hurdle Rate Valuation Corporate Finance Currencies 74

PYMNTS

NOVEMBER 16, 2020

Over the years, that surge in competition gave way to a more collaborative spirit between traditional financial institutions (FIs) and FinTechs as both sides worked to digitize and modernize SMB financing. This is a market that's going to be digital-first in the future," he said. The SMB lending space is evolving rapidly.

Technology 115

Technology Financial Analysis Finance Invoicing 115

PYMNTS

NOVEMBER 10, 2020

For financial service providers, instant payments offers a chance to open up new revenue streams and develop new services for corporate clients. If you think about a market like the U.K., But understanding how to position real-time payments technology to meet the needs of businesses is a challenge. Uncovering The B2B Use Cases.

B2B 117

B2B Banking B2C Reconciliations 117

Musings on Markets

JANUARY 5, 2024

Thus, looking at only the companies in the S&P 500 may give you more reliable data, with fewer missing observations, but your results will reflect what large market cap companies in any sector or industry do, rather than what is typical for that industry.

Valuation 106

Valuation Financial Analysis Analyzing Data Profit and Loss 106

CFO Thought Leader

MARCH 25, 2025

Above all, he prioritizes strong relationships across every organizational function, from sales and marketing to product and engineering. This is why go-to-market execution, he explains, has become the centerpiece of his strategic leadership. Read More Today, that spirit of transparent communication fuels Robbinss approach as CFO.

CFO 52

CFO Marketing GAAP Prioritization 52

The Finance Weekly

DECEMBER 2, 2024

However, even with these advanced ERP systems and other third-party software products, most small to large businesses still must manually use Microsoft Excel (Excel) for financial analysis, reporting, and other activities. This makes what is likely an already time-consuming task even slower.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 52

Future CFO

JULY 18, 2021

The fundamental disruption caused by the COVID-19 pandemic equates to an opportunity for the industry to remake itself in line with new societal realities and market needs. The post PodChats for FutureCFO: Rising above the disruption to lead new market opportunities appeared first on FutureCFO. An expanding role. Unique to insurance.

Marketing 52

Marketing CFO Finance Leadership 52

Adam Kae

MAY 30, 2023

Greetings, digital marketing agency owners! Today, we delve into the captivating realm of financial automation and explore how it can revolutionize the way we manage our agency's finances. Supercharge Your Invoicing Process As a digital marketing agency, invoicing can be a tedious and time-consuming task.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

Musings on Markets

JANUARY 11, 2024

As I watched these investors come in and pitch their ideas about how markets worked and the best way to beat these markets to the students in the class, I noticed that while the speakers all shared success, they had very different perspectives about markets and divergent investment philosophies.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

CFO Talks

JANUARY 30, 2025

These are the financial and non-financial outcomes a company aims to achieve. Whether its breaking into new markets, attaining cash flow positivity, or preparing for an exit strategy, the vision must be clear and measurable. Adjust strategies quickly and thoughtfully when circumstances change. Then we ask, how do we get there?

Communication 52

Communication CFO Valuation Construction 52

Trade Credit & Liquidity Management

MARCH 6, 2025

Although other use cases exist for B2B data, for example, stock market performance on public companies, this article will focus on an overview of the four primary use cases: (1) credit and financial analysis, (2) B2B marketing lists, (3) supplier evaluation, and (4) KYC and compliance.

Financial Analysis 52

Financial Analysis Compliance B2B Financial Data 52

Fpanda Club

JULY 24, 2022

This concept is built on the assumption that the market is not static: existing competitors and new entrants are continuously building capabilities to gain their positions on the market. As for established market players, they demonstrate much higher threshold of proof. which will be part of the allowable cost.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Valuation Benchmarking 130

Fpanda Club

SEPTEMBER 2, 2021

This is true in all possible economic situations: in times of growth FP&A participates in setting business objectives, analyzing options of growth, assessing market opportunities and risks, while in times of recession FP&A can contribute to corrective action plans, cost-cutting and other initiatives to preserve company’s financial health.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

Musings on Markets

DECEMBER 21, 2022

Pre-game Prep If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics. firms in emerging markets or private businesses.

Valuation 99

Valuation Corporate Finance Finance Financial Analysis 99

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth. Planning: this is the first stage of every business activity.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

https://trustedcfosolutions.com/feed/

JULY 8, 2022

This is an inefficient approach, and as a business grows, it diverts resources away from more pressing concerns such as customer service, marketing initiatives, or in-depth financial analysis. A lack of integration also eliminates instant access to data across the enterprise.

Currencies 109

Currencies Compliance Financial Analysis Construction 109

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 Financial Modeling Budgeting 59

Future CFO

MARCH 14, 2024

He adds that businesses often anticipate fluctuations in costs due to various factors such as inflation, changes in raw material prices, labour costs, regulatory requirements, and market dynamics. Soft skills, particularly business partnering and agility, have become essential for accounting professionals to thrive in this market.”

Accounting 98

Accounting Finance Financial Analysis Compliance 98

Future CFO

JUNE 2, 2024

Each day is different and presents new challenges and opportunities for me to apply my expertise in financial analysis and forensic accounting to support clients' interests effectively. In addition, drafting comprehensive reports detailing our findings and recommendations is a crucial part of the process.

Leadership 98

Leadership Financial Analysis Accounting Economics 98

CFO News Room

JANUARY 11, 2023

These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made. Because of this crucial role, financial managers command top dollar in big banks. Understanding of financial regulations and laws. Detail-oriented, analytical mindset.

Banking 130

Banking Financial Analyst Budgeting Investments 130