The Finance Weekly

FEBRUARY 26, 2025

Contribution Insights enable users to identify key factors contributing to variances in financial data, facilitating more informed decision-making. Virtual Financial Analyst The platform features a Virtual Financial Analyst that leverages natural language processing and machine learning to automate routine tasks.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

OCTOBER 29, 2024

Financial modeling can also help in performing sensitivity analysis, preparing budgets for capital expenditures, and evaluating the potential value of mergers or acquisitions. The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Financial Analyst Insider

FEBRUARY 3, 2023

The marketing landscape is revolving, whereby slight misalignment in the marketing and sale teams causes significant drops in revenue. Revenue operations integrate marketing, sales, and The post What is Revenue Operations and Why Does it Matter appeared first on Financial Analyst Insider.

Financial Analyst 52

Financial Analyst Sales Marketing 52

CFO News Room

FEBRUARY 5, 2022

Valerie Chan, a 33-year-old financial analyst who lives in Forest Hills, Queens, said the clasp on a Chanel camera case broke a few months after she bought it at one of the brand’s boutiques in 2018. “If Chanel is privately held and reports financial results once a year. But the core customers won’t be priced out.”.

Financial Analyst 130

Financial Analyst Transportation Manufacturing Communication 130

Financial Analyst Insider

FEBRUARY 21, 2023

Car owners looking to sell their cars often wonder how they can get the most money possible from the sale. appeared first on Financial Analyst Insider. While there are a number The post How To Get More Money From Selling Your Car?

Financial Analyst 52

Financial Analyst Sales Numbers 52

Financial Analyst Insider

JUNE 28, 2022

The post How Knowing Your Customers Can Impact Your Brand’s Bottomline appeared first on Financial Analyst Insider. The bottomline is the only thing that most CFO’s and CEO’s care about nowadays. But what impacts your bottomline the most? That’s right.

Financial Analyst 52

Financial Analyst Sales 52

CFO Thought Leader

MAY 6, 2025

He stressed vetting company culture as rigorously as financials, volunteering for stretch roles only after mastering previous ones. Internally, interactive sales roleplay, customer360 dashboards, contract review, and automated reconciliations already demonstrate AIs 60percent productivity lift.

CFO 52

CFO Reconciliations Construction Finance 52

CFO Thought Leader

APRIL 22, 2025

Greiners team is analyzing daily tasks across accounting, FP&A, and sales operations to identify which can be codified and automated. At Zeta, that means integrating not just finance and accounting, but also sales operations. Now, the finance function is adopting the same approach.

CFO 52

CFO Finance Financial Analysis Financial Analyst 52

PYMNTS

AUGUST 4, 2017

Financial analysts are fairly optimistic about Europe , but the latest Europe Working Capital Survey released by REL Consultancy, part of the Hackett Group, found the EU’s top 1,000 nonfinancial companies saw their cash conversion cycles slip as they hold onto more net working capital. The data, released Thursday (Aug. In the U.S.,

Financial Analyst 40

Financial Analyst Sales Investments Corporate Finance 40

PYMNTS

NOVEMBER 16, 2020

In a statement provided to PYMNTS, Bankrate Chief Financial Analyst Greg McBride said, “PNC’s acquisition of BBVA’s U.S. Expanding The Digital Footprint . As for PNC, it may be the case, and it shouldn’t be a surprise, that digital is increasingly in the crosshairs.

Mergers and Acquisitions (M&A) 75

Mergers and Acquisitions (M&A) Banking Profit and Loss Strategic Planning 75

CFO Leadership

APRIL 5, 2023

In the past 24 months, this firm hired multiple transitioning veterans in financial analyst roles that rotate across the different spokes of the finance hub.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

The Finance Weekly

AUGUST 6, 2024

By incorporating their insights into your financial models, you can improve sales forecasts and spot exciting growth opportunities. In FP&A, teaming up with finance and accounting means they can engage more strategically with their non-financial colleagues, boosting the overall financial understanding of the organization.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

APRIL 6, 2023

Financial Analyst promoted to Ma nager Robert Morrow, Manager, FP&A promoted to Director Bharat Modi, Sr. Financial Analyst promoted to Manager Kathrin Hennigan, People Operations Associate promoted to Manager Lauren Dudley, Sr.

Financial Analyst 40

Financial Analyst Compliance Securities Technology 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.”. “It But the rapidly expanding Internet of Things (IoT) is changing that.

Retail 50

Retail Financial Analyst Sales Numbers 50

PYMNTS

SEPTEMBER 15, 2016

Evans, chairman of Market Platform Dynamics, and is comprised of leading econometricians, survey experts, financial analysts, data scientists and marketing scientists, who all have significant experience in the application of data to the payments and commerce ecosystems. Who We Are (And What We Do). What’s Next is led by Dr. David S.

Financial Analyst 66

Financial Analyst Retail Leverage Numbers 66

PYMNTS

APRIL 25, 2018

That stands as the largest sales increase for Twitter in two years, topping consensus expectations of approximately $605 million. Advertising sales hit $575 million, also a 21 percent increase year over year. 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

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. Do they address how changes in those metrics that operational leaders promise drive changes to the financial statements?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 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. Do they address how changes in those metrics that operational leaders promise drive changes to the financial statements?

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

JULY 18, 2019

A financial analyst uses not only the financial numbers but also market trends, economic indicators as well as works closely with the business to understand the assumptions to provide insights on the impacts of decisions.

Financial Planning and Analysis (FP&A) 59

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

Planful

OCTOBER 2, 2015

The modeling portion of the software enables business analysts and financial analysts to model different business scenarios. A dashboard can provide a summary of sales by region, R&D costs, drug development and approval progress, operating costs by region, and other metrics. Real-World Customer Examples.

Leverage 40

Leverage Pharmaceutical Budgeting Financial Analyst 40

The Finance Weekly

JUNE 7, 2023

Prior to his time at VMware, Rowe served as CFO of EMC and United Airlines, as well as leading North America sales at Apple. Sumita Pandit | Radian Group , Sumita Pandit has been named the new chief financial officer of Radian Group, a mortgage insurance company.

Financial Planning and Analysis (FP&A) 52

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

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. This merger was key in their rebranding effort as the FP&A platform was integrated with Workday’s pre-existing Financial Management and HCM programs.

Financial Planning and Analysis (FP&A) 95

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

Spreadym

AUGUST 17, 2023

Decision Making : Financial reporting dashboards enable data-driven decision making by providing stakeholders with timely and accurate information. This is particularly valuable for executives, managers, and financial analysts.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

Future CFO

NOVEMBER 29, 2023

Straight out of business school in 1995, I joined Mondelez International as a senior financial analyst for Kraft Foods in the United States. Partnering with various functions such as marketing, sales, and supply chain has equipped me with a holistic view of how finance intertwines with the broader spectrum of business operations.

Finance 52

Finance Leadership Auditing Math 52

Planful

AUGUST 11, 2016

At the end of last year, his company introduced a new product to the market, which caused a lot of uncertainty in terms of its impact on sales. Brian Chin , Senior Financial Analyst at iCIMS, says his business has implemented automation, which has greatly improved efficiency.

Budgeting 40

Budgeting Forecasting Financial Analyst Planning 40

Collectiv

JUNE 25, 2024

Some specific groups of people I can see really benefiting from this update are financial analysts and accountants. For example, you could ask Copilot to create a sales report by country or region within your sales territories and it will automatically generate it for you. It’s just a more similar experience.

Financial Analyst 52

Financial Analyst Securities Sales Accounting 52

PYMNTS

APRIL 6, 2016

As addressed in a story yesterday (April 5) by The Atlantic , those manufacturing positions tend to be occupied by workers of specific training backgrounds and skill sets, who, as a result, command higher wages than the often untrained employees in retail positions — a significant swath of whom work for minimum wage.

Retail 40

Retail Manufacturing Profit and Loss Financial Analyst 40

The Finance Weekly

APRIL 13, 2024

The finance industry employs a multitude of software solutions to facilitate budget creation, and financial reporting, and to assist financial analysts and investors with financial planning and forecasting. Contact Their sales team for a custom quote. 3) Cube Cube stands as a spreadsheet-native FP&A software.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

OCTOBER 28, 2019

They added that evolving B2B payment terms have led suppliers that have historically managed days sales outstanding (DSO) between 60 and 90 days to manage payment terms of 180, 210 or even as long as 364 days.

B2B 40

B2B Accounting Standards Finance Invoicing 40

BlueLight

JULY 30, 2020

I interviewed 50 people that held CFO, finance manager, and financial analyst type roles. It can process the data of sales, customer relations, marketing, and human resources. Incomplete information: The financial information is only as good as the data from the source. This problem seems to reside mostly with sales.

CFO 52

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

CFO Talks

JUNE 22, 2022

So cost optimisation, sales optimisation, inventory optimisation and supply chain optimisation became a focus. Sometimes when we talk about Covid, we only talk about the bad of Covid, I think the good part of Covid when it hit in 2020, it got companies to pause and reflect and look into their business and see how they optimise.

Manufacturing 52

Manufacturing CFO Auditing Problem Solving 52

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

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. This merger was key in their rebranding effort as the FP&A platform was integrated with Workday’s pre-existing Financial Management and HCM programs.

Financial Planning and Analysis (FP&A) 52

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

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.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

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.

Valuation 99

Valuation Corporate Finance Currencies Numbers 99

Barry Ritholtz

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. And then somebody convinced me to go into sales and trading, and I decided to do that. And actually, I was going to go and do something different. You know, they talked to me about, you know, love of sports. That is right.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59

Barry Ritholtz

MARCH 21, 2023

RITHOLTZ: So it can be price-to-sales — RITHOLTZ: Yeah. They grew more in terms of earnings, sales, cash flows. But plenty of valuation measures, it has no applicability for price-to-sales. In academia, he’s known for witty biting papers he writes for such publications as the Financial Analysts Journal.”

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69