Barry Ritholtz

OCTOBER 28, 2023

He has written papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios and is a chartered financial analyst. He is the author of the new book, “ Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” trillion in client assets.

Investments 56

Investments Financial Analyst Numbers 56

PYMNTS

JULY 30, 2020

For the second consecutive week, the number of Americans filing new unemployment claims increased last week as new cases of COVID-19 continued to surge. Department of Labor (DOL) reported Thursday (July 30) that the number of seasonally adjusted initial jobless claims was 1,434,000, up 12,000 from the previous week’s revised level.

Entertainment 54

Entertainment Healthcare Financial Analyst Education 54

CFO Thought Leader

JULY 23, 2023

This was perhaps especially true for financial analyst Ken Bowles, whose cultural trial was somewhat more daunting, considering whence he had come. This was perhaps especially true for financial analyst Ken Bowles, whose cultural trial was somewhat more daunting, considering whence he had come. Turn back […]

CFO 52

CFO Financial Analyst Finance Leadership 52

PYMNTS

JANUARY 4, 2019

Marriott: 5.25M Passport Numbers in Data Breach Were Unencrypted. million encrypted passport numbers in addition to the 5.25 million unencrypted passport numbers were accessed. That number was 1.5 lawmakers want to combat tech theft from China and others, New York takes on cryptocurrency and Goldman Sachs tweaks Marcus.

Financial Analyst 53

Financial Analyst Numbers Securities Accounting 53

CFO Thought Leader

JUNE 10, 2023

Having started her career as a financial analyst at Blackstone Group, Aronson first jumped into the media world at NBCUniversal, where she had become involved with the launch of streaming service Hulu. This is my number one priority these days.

CFO 52

CFO Education Prioritization Leadership 52

Future CFO

NOVEMBER 21, 2022

According to the Corporate Finance Institute , FP&A professionals oversee a broad array of financial affairs, including income, expenses, taxes, capital expenditures, investments, and financial statements. In an article by AICPA , there's been a steady decline in the number of CPAs in the past 8 years.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Communication Budgeting 98

CFO News Room

FEBRUARY 5, 2022

People are shocked not just by the number of times Chanel is raising prices but also by the amount. Chanel’s price increases stand out for their size and frequency, analysts and consumers say. They are also complaining that the quality isn’t increasing in line with the prices.”.

Financial Analyst 130

Financial Analyst Transportation Manufacturing Communication 130

PYMNTS

JUNE 18, 2020

Financial analysts have said that, in a down economy, when a home goes into foreclosure, the lender who made the primary mortgage gets paid first, so banks need to be careful. Those who are out of work and may have benefited from HELOCs might end up shut out of the system due to the tight restrictions the banks have implemented.

Financial Analyst 56

Financial Analyst Economics Banking Investments 56

CFO News Room

JANUARY 24, 2023

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. As we go through the year, both the market and the accounting numbers will change, and a full-fledged data service would recompute and update the numbers.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Future CFO

NOVEMBER 29, 2023

Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers. Numbers could tell a story, they could explain behaviours and predict the future. Straight out of business school in 1995, I joined Mondelez International as a senior financial analyst for Kraft Foods in the United States.

Finance 52

Finance Leadership Auditing Math 52

CFO Share

JUNE 14, 2022

You can create a pro forma on your own to better learn your numbers. Once you have made the attempt but feel it could be more complete, pro forma services are provided by skilled financial analysts, like those at CFOshare.

Profit and Loss 52

Profit and Loss Forecasting Financial Analyst Startups 52

PYMNTS

JANUARY 4, 2019

Bankrate.com Chief Financial Analyst Greg McBride said that if the Fed stays on its path of increased rates, some accounts could yield up to 3 percent by the end of the year. That number was 1.5 percent only one year ago. “There’s definitely a price war among the most competitive banks,” McBride said.

Financial Analyst 62

Financial Analyst Banking Accounting Finance 62

CFO Share

OCTOBER 6, 2023

For the passionate startup founders and dedicated SMB CEOs, knowing the true value of your business isn’t just about numbers; it’s about the heart and soul you’ve poured into your venture. Financial analysts can help you understand why differences in valuations may exist.

Valuation 52

Valuation Financial Analysis Startups Benchmarking 52

Fpanda Club

FEBRUARY 1, 2021

Young people usually choose their career in finance as it seems to be rather easy to measure success: there is a beaten path from an entry-level accountant/auditor or financial analyst to finance manager and later to CFO. There is no need to deny: finance still encompasses a number of routine activities which is easy to get tired of.

Finance 130

Finance CFO Communication Prioritization 130

PYMNTS

DECEMBER 14, 2020

Consider research from Chartered Financial analyst Nicholas Abe , chief operating officer of Boosted.ai, an artificial-intelligence firm that helps institutional investors add machine learning to stockpicking. Everyone makes money … until reality eventually sets in and hot stocks cool way down. But not everyone agrees.

Marketing 64

Marketing Financial Analyst Investments Numbers 64

PYMNTS

APRIL 29, 2019

On Monday (April 29), there were five job listings at the new headquarters: three global category managers, one senior financial analyst and one HR specialist. While the number is small, these employees will help build the foundation of our workforce and workplace,” Williams said.

Financial Analyst 46

Financial Analyst Education Investments Finance 46

Jedox Finance

JULY 18, 2019

An FP&A professional does not just look at the numbers but rather tries to dig deeper to understand the story that the numbers are forming. This mindset of obtaining various points of view, being able to formulate and understand the big picture and weave a story with numbers around it is what sets an FP&A professional apart.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

Fpanda Club

APRIL 11, 2021

The demand for this kind of activities and the ability to perform it in Excel spreadsheets led to a strong association of FP&A analysts with advanced bookkeepers. Storytelling to be able to explain what is covered behind the numbers. FP&A analysts are robots with no emotions. HOW TO DEAL WITH.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Financial Modeling 130

The Finance Weekly

AUGUST 30, 2022

The Virtual Financial Analyst transforms the way you work by automating repetitive jobs, giving you greater insights and confidence. 3 Jedox Jedox comes in at number 3 but has many great qualities that help it rank as a great overall solution. Its cloud solution still lags behind its on-premises version. Unique Solution Pricing.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

Adam Kae

JUNE 4, 2020

Adam started as a financial analyst where he quickly grew up the ranks into a third-level actuarial analyst. Risk-taking or risk-averse, we can run the numbers and help you find solutions! Let’s break down some more ways that Adam Kae is different from your traditional consulting firm. ,,,, The Best of Both Worlds.

Healthcare 52

Healthcare CFO Management Consulting Leverage 52

PYMNTS

APRIL 15, 2016

Chris Christopher, economist at IHS Global Insight, told The Wall Street Journal that the most recent CPI numbers for both the inclusive and core rates reflect a cyclical nature of the effect of inflation on consumer prices. Overall inflation, for the time being, is back to where it was before December,” Christopher said.

Financial Analyst 40

Financial Analyst Economics Numbers Retail 40

PYMNTS

APRIL 25, 2018

Video in Japan continues to be an area of strength,” said Ned Segal, Twitter’s chief financial officer, during a conference call on Wednesday (April 25) with financial analysts. revenue increased 2 percent, while international sales jumped 53 percent. Our video and agency partnerships in the U.K.

Advertising 40

Advertising GAAP Profit and Loss Financial Analyst 40

Musings on Markets

JANUARY 8, 2022

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. As we go through the year, both the market and the accounting numbers will change, and a full-fledged data service would recompute and update the numbers.

Valuation 91

Valuation Corporate Finance Currencies Finance 91

Musings on Markets

FEBRUARY 15, 2023

Starting with gross margins, and computing the number for all non-financial service firms, we report the distribution of gross margins across publicly traded companies at the start of 2023, again based upon gross income and sales in the most recent twelve months: While the median gross margin across all publicly traded global firms is about 30%.,

Profit and Loss 52

Profit and Loss Investments Hurdle Rate Accounting 52

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. After finishing my master's degree in finance, I joined Microsoft in Redmond as a senior financial analyst for three years before relocating back to Thailand and joining Microsoft Thailand in 2008 as a financial controller for another three years.

CFO 52

CFO Leadership Finance Problem Solving 52

CFO Talks

JUNE 22, 2022

As I started my career young in London where I worked for Universal and I got into that vibe of getting in touch with CIMA candidates and then I got into Gillette as a financial analyst and they ran the CIMA Top Programme, and I got into that. What got you interested in accounting in the first place?

CFO 52

CFO Manufacturing Auditing Problem Solving 52

Planful

MARCH 18, 2019

The FP&A team is numbers-oriented, but also requires a great deal of communication skills. The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. Financial analysts are also financial planners. Operation Review Reports.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Budgeting 40

PYMNTS

AUGUST 11, 2016

Synchrony Financial, a financial analyst firm, listed the Internet of Things as number six on its list of top retail trends for 2016 and advised retailers to “leverage the data collected through connected devices to their best sales advantage.”. billion), according to Juniper Research.

Retail 50

Retail Financial Analyst Sales Leverage 50

PYMNTS

APRIL 6, 2016

The news from the Bureau of Labor Statistics (BLS) last week that the retail industry added 48,000 new jobs in March — bringing the increase to 378,000 new jobs over the past 12 months — appears to be positive on a number of fronts. And while the number of retail jobs in the U.S. economy overall, as it puts more money into circulation.

Retail 40

Retail Manufacturing Profit and Loss Financial Analyst 40

The Finance Weekly

AUGUST 30, 2022

The Virtual Financial Analyst transforms the way you work by automating repetitive jobs, giving you greater insights and confidence. 3 Jedox Jedox comes in at number 3 but has many great qualities that help it rank as a great overall solution. Its cloud solution still lags behind its on-premises version. Unique Solution Pricing.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Budgeting Analyzing Data 52

BlueLight

AUGUST 21, 2020

Our service covers anything in the back office related to numbers. Our model provides you with a CFO and analyst pair to bring a finance presence. Financial planning is our most valuable service. Through it all, I just loved working with founders. You just build the product; we’ll take care of everything else.

Planning 52

Planning Marketing Startups CFO 52

Planful

SEPTEMBER 28, 2016

However, today it’s more challenging than ever due to the number of external stakeholders involved as a result of the increasing complexity of business. One of the biggest trends CFOs see in budgeting is zero-based budgeting , which has been increasing in popularity among financial analysts.

Budgeting 40

Budgeting Planning Forecasting CFO 40

BlueLight

JULY 30, 2020

I interviewed 50 people that held CFO, finance manager, and financial analyst type roles. Pre Series B, it’s a part-time role to simply track past financial numbers. The companies represented include venture backed startups, mid-sized businesses, and large multinationals. Edited for readability.

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

CFO News Room

JANUARY 4, 2023

The real estate market is expected to grow, with increasing numbers of people investing in REITs and more opportunities available for REIT employees. As the real estate market continues to grow and develop, the number of jobs available in REITs also increases. How Many Jobs Are Available In Real Estate Investment Trusts?

Investments 130

Investments Budgeting Finance Marketing 130

Nerd's Eye View

AUGUST 29, 2023

What's unique about Jeff, though, is how he built his own financial planning spreadsheets in Excel, and has developed coding and integrations that automatically populate into a PowerPoint presentation, that he then shows clients to help build a story for their financial plans and give them the motivation they need to achieve their financial goals… (..)

Planning 71

Planning Auditing Financial Analyst Leverage 71

Barry Ritholtz

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investments 52

Investments Valuation Math Numbers 52

Onplan

DECEMBER 16, 2021

This is where a great financial analyst can help you. Start with the end in mind: you want someone who naturally thinks about the business, and the future of the business—not just the financials. A CEO generally wants to avoid drilling down into the numbers at a granular level. But how do you find one?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52