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For the Analyst: Peer Benchmarking Methods to Improve Earnings Forecasts

CFA Institute

Peer benchmarking is a vexing task for financial analysts but one that is critical for forecasting earnings. This straightforward measure can help find peers for relative performance, compensation, and valuation benchmarking.

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1094: Mapping Revenue Levers for Next‑Gen Data Businesses | Dilip Upmanyu, CFO, Cloudera

CFO Thought Leader

His employer at the time couldnt tell which products paid the bills; by dawn, the young financial analyst could. Today he pushes growth by leading with the firms publiccloud platform and embedding AI into forecasting. His employer at the time couldnt tell which products paid the bills; by dawn, the young financial analyst could.

CFO 71
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Buyers Beware: 7 Red Flags That Signal a Private Market Reckoning

CFA Institute

Financial History: Understanding the Past to Forecast the Future. The book recounts the financial history of the United States, beginning with the innovative financial programs of Alexander Hamilton in 1790 and ending with the Federal Reserve’s ongoing battle to contain inflation. CFB Board).

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10 Types of Financial Models

The Finance Weekly

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. Financial modeling involves creating a mathematical representation of a company's financial situation, typically using tools like Excel.

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Prophix Reviews

The Finance Weekly

Built with a spreadsheet-style interface, it provides businesses with a centralized financial planning solution, reducing reliance on manual data entry while enhancing automation and accuracy. Prophix is best suited for mid-sized and large enterprises that require a scalable, cloud-based financial solution. Who Its Meant For?

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How an EPM Solution Supports Managing Economic Uncertainty

Jedox Finance

What does your economic forecast look like for the foreseeable future? EPM (Enterprise Performance Management) incorporates the power of automated planning, budgeting, and forecasting with the powerful capabilities of tools such as artificial intelligence and machine learning. Develop a comprehensive financial and operational plan.

Economics 125
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Planning, Budgeting, and Forecasting: Can they be Used Interchangeably?

The Finance Weekly

Planning, Budgeting, Forecasting. A company’s plan, budget, and forecast are usually talked about all together, whether it be in the boardroom, in a company goal-setting sheet, or in general talk about FP&A. Finance leaders and executives build teams and make decisions based on the financial data and the goals that result from it.