The Finance Weekly

FEBRUARY 23, 2022

A study by the University of Baltimore and Excel-based FP&A company, , DataRails , lays out the full economic costs of businesses sticking with manually prepared financial reports. billion is the first number that came out of the research and this represents the total amount of money lost by manual financial work.

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

Adam Kae

SEPTEMBER 24, 2020

Here's a Brief List of (Some) CFO Tasks: Financial Reporting. You should be producing regular reports of your finances. These include Cash Flow Statements, Profit/Loss Statements, and Balance Sheets. It's one thing to have QuickBooks run a report. Forecasting. Invest vs Rent. Risk Assessment.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

Planful

JANUARY 11, 2022

Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth. This was great for business but led to increasingly long financial reconciliation times. What does this all mean?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Cube Software

MAY 11, 2023

Think of pro forma statements as a monetary crystal ball, a guiding financial forecast. The Securities and Exchange Commission (SEC) requires that discrepancies between pro forma and GAAP-compliant financial reports be explained when released to the public. Pro forma statements are also used to secure financing.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have. What is financial reporting software?

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) CFO Accounting Standards 52

Future CFO

JULY 13, 2020

“With the sales being affected with advertisers not placing the ads, we are mulling over scenarios where we adapt a revenue-share or profit-share basis to be able to fund new programmes. Because programming licenses are very high, and we may not meet some profitability scenarios that we have.

Planning 52

Planning Finance Manufacturing Advertising 52

Musings on Markets

NOVEMBER 1, 2023

To deliver this growth, I did assume that Tesla would have to invest large amounts of capital in capacity, and that this would create a significant drag on value, resulting in a equity value of just under $10 billion. In subsequent valuations, I modified and adapted this story to reflect lessons that I learned about Tesla, along the way.

Valuation 114

Valuation Profit and Loss Numbers Sales 114

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 114

Investments Marketing Profit and Loss Banking 114