Global Finance

MARCH 3, 2025

It used to be tough investing in private market assets. The development of open-ended, evergreen funds that allow investors to periodically redeem sharestypically, monthly or quarterlyand carry relatively low investment minimums have made private market investing accessible to just about everyone. Not anymore.

Marketing 59

Marketing Investments Forecasting Banking 59

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Aggregate operating numbers 3.

Corporate Finance 120

Corporate Finance Valuation Numbers Finance 120

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. How do we create a culture where finance professionals actively challenge assumptions, look beyond the numbers, and uncover the bigger picture?

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

Barry Ritholtz

MARCH 18, 2025

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Bad Numbers : 4. Market Mayhem : As investors, we often rely on rules of thumb that fail us. It is March 18th!

Investments 127

Investments Math Concentration Numbers 127

Fpanda Club

MARCH 19, 2025

Being good at finance and getting numbers right is not enough anymore Of course, strong analytical skills and knowledge of finance are essential for an FP&A professional but gone are those days when these skills or proficiency in Excel were enough to excel in this role, pardon the pun.

Financial Planning and Analysis (FP&A) 130

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

E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

Centage

MAY 23, 2022

With rolling forecasts, businesses can gain better insight while aligning their sales and production goals with what’s actually happening from a financial perspective. The goal is to enable companies to create more flexible, agile strategies where they can react quickly to the ups and downs of the market. What’s a Rolling Forecast?

Forecasting 98

Forecasting Financial Planning and Analysis (FP&A) Budgeting Planning 98

Centage

FEBRUARY 2, 2023

However, one of the most important planning tools for a business of any size is cash flow forecasting – and it’s especially important in times of uncertainty. Knowing the timing, amount and predictability of future cash flows with cash flow forecasting should be an essential component of the budgeting and planning process.

Cash Flow Forecasting 98

Cash Flow Forecasting Forecasting Financial Planning and Analysis (FP&A) Profit and Loss 98

Centage

JANUARY 18, 2022

While spreadsheets have long reigned supreme as the foundation of budgeting and forecasting for many organizations, the shortcomings of this legacy, siloed tool have become too hard to ignore. Accuracy is the critical to the budgeting and forecasting process. Confidence – Am I confident in the numbers coming out of the model?

Budgeting 111

Budgeting Forecasting Financial Planning and Analysis (FP&A) General Ledger 111

Musings on Markets

SEPTEMBER 5, 2024

Last Wednesday (August 28), the market waited with bated breath for Nvidia’s earning call, scheduled for after the market closed. This dance between companies and investors, playing out in expected and actual earnings, is a feature of every earnings season, especially so in the United States, and it has always fascinated me.

Marketing 136

Marketing Valuation Profit and Loss Forecasting 136

Centage

OCTOBER 28, 2021

Dynamic market conditions may not be anything new but navigating the current business environment and its unprecedented unpredictability has shined a spotlight on just how critical cash flow forecasting is to an organization. Here are three best practices to improve your cash flow forecasting: #1.

Cash Flow Forecasting 90

Cash Flow Forecasting Forecasting Budgeting Data Analysis 90

Centage

DECEMBER 1, 2021

If your board asked you to run new numbers based on fresh assumptions, it took you days or weeks to create a new set of reports. But times have changed – which is why financial forecasting is more important than your annual budget. More than half (57%) are producing P&L forecasts more often than monthly. Watch Demo.

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

Future CFO

SEPTEMBER 7, 2023

Atradius has recently upgraded its global GDP growth forecast for 2023 to 2.4%, which is a slowdown from 2022 but a significant improvement on earlier predictions. In addition, the firm posted a global GDP growth forecast of 2.0% Emerging market economies (EMEs) will fare better, with forecast growth of 3.9% for 2024. “We

Forecasting 97

Forecasting Economics Numbers Banking 97

Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023.

Marketing 123

Marketing Treasury Valuation Investments 123

Barry Ritholtz

FEBRUARY 14, 2024

 At the Money: Is War Good for Markets? February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? A 500% move in the stock market. Explain your dad’s thinking about how war plus inflation equals a stock bull market.

Marketing 126

Marketing Forecasting Numbers Technology 126

Centage

JANUARY 31, 2022

Is your business set up to handle these dynamic market conditions? Cash flow forecasting provides that much needed insight and is the most effective way to start future-proofing your business for the year ahead. Transform how you budget, forecast, analyze and report. Do you have the resources to adapt? Learn More.

Cash Flow Forecasting 98

Cash Flow Forecasting Financial Planning and Analysis (FP&A) Forecasting GAAP 98

The Finance Weekly

FEBRUARY 23, 2025

This issue hampers forecasting accuracy, risk management, and resource allocation. Without accurate insights, businesses struggle with forecasting, risk management, and resource allocation. This leads to better budgeting, more reliable forecasting, and stronger financial stability. Use past data to predict future performance.

Financial Planning and Analysis (FP&A) 52

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

Global Finance

JANUARY 2, 2025

We provide a very user-friendly tool where you just insert the numbers from the target and from the buyer, and you get a score indicating the likelihood of success. So dont wait until a crisis is at its peak and you incur losses, lose market share, lose customers. Every quarter it either met or exceeded analysts revenue forecasts.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

CFO News Room

NOVEMBER 16, 2022

In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for us to talk about bigger issues. In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers.

Marketing 130

Marketing Valuation Advertising Numbers 130

Centage

APRIL 24, 2023

Finance teams that embrace digital transformation and recognize the value of moving to a modern FP&A solution are better equipped to adapt to market changes, take intelligent risks, and capitalize swiftly on new opportunities. Track and control costs. Use these insights to allocate your costs optimally, and ultimately drive profitability.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Healthcare Forecasting Planning 98

Fpanda Club

APRIL 18, 2022

Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company. To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

Financial Planning and Analysis (FP&A) 130

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

CFO News Room

FEBRUARY 4, 2022

Friday’s report of 467,000 jobs added in January confounded Wall Street economists, some of whom expected a negative number due to the impact of the omicron Covid variant on the workforce. Traders in the futures market began to price in six interest rate hikes for this year, while many economists predict four or five.

Marketing 130

Marketing Healthcare Pharmaceutical Communication 130

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. Businesses are also feeling the pinch from higher interest rates, as November saw a rapid increase in the number of Chapter 11 commercial bankruptcies.

Economics 98

Economics Marketing Forecasting Valuation 98

Jedox Finance

JUNE 24, 2021

This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge. The evolution of marketing data.

Sales 116

Sales Marketing Planning Technology 116

Global Finance

NOVEMBER 29, 2024

Claudia Kabbe: What sets Belfius apart in the Belgian market are our dedicated relationship managers who provide specialized solutions, such as cash advances. This represents nearly 100% market penetration across local, supra-local and regional public authorities, as well as the non-profit sector.

Cash Management 98

Cash Management Treasury Reconciliations Banking 98

Centage

FEBRUARY 11, 2022

Your ability to provide expert guidance through your business budget and forecasting process will require you to have a deep understanding of your cash flow. Growth requires investments in people, capital spending, market expansion, mergers and acquisitions. How much can a CEO rely on the numbers in the forecast?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 98

Future CFO

NOVEMBER 6, 2024

CFOs and the Finance team rode on the waves of these shifts in the market, putting talent management—re-skilling and up-skilling—on the priorities list to help finance professionals through transformation and change. The post Gearing up for 2025: How finance leaders will take the reign appeared first on FutureCFO.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

CFO News Room

FEBRUARY 4, 2023

According to Dow Jones, the consensus forecast calls for 187,000 new nonfarm jobs in January, down from 223,000 that were created in December. But economists say it’s not clear how much of that will show up in the labor numbers. “The market is so desperate to find in anything a reason that the Fed is going to pivot. .

Forecasting 130

Forecasting Education Numbers Marketing 130

CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98

CFO Leadership Problem Solving Communication 98

CFO Talks

JUNE 8, 2025

Markets shift. If your financial system cannot update forecasts in real time, you are already behind. Forecasts update as real numbers roll in. Everyone is working off the same numbers, and those numbers are current. You spend less time collecting numbers and more time directing decisions.

Budgeting 52

Budgeting CFO Financial Systems Forecasting 52

The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.

Financial Modeling 52

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

CFO Thought Leader

MAY 5, 2025

Upmanyu never mistook rows of numbers for the whole story. Today he pushes growth by leading with the firms publiccloud platform and embedding AI into forecasting. First, we have projects underway to enter markets where we dont yet operate. CFOTL: Lets find out about Cloudera. Upmanyu: Most of my priorities are tactical.

CFO 71

CFO Financial Analyst Forecasting Leadership 71

Future CFO

FEBRUARY 16, 2025

With market volatility, digital disruption, and regulatory uncertainty appearing to be the norm rather than the exception in 2025, finance leaders will be hard-pressed to accelerate transformation initiatives and get them up and running quickly. Moreover, the importance of storytelling in data intelligence cannot be overstated.

Finance 64

Finance Forecasting CFO Compliance 64

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 98

Marketing Treasury Currencies Valuation 98

CFO Talks

NOVEMBER 27, 2024

Achieving this requires more than crunching numbers; it demands insight, context, and actionable recommendations. When the leadership team is debating market expansion, their primary concern is not the minutiae of last quarter’s overheads but whether the new market is profitable and sustainable. Visual aids are invaluable here.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership CFO Forecasting 52

CFO Talks

APRIL 17, 2025

Its the quality, relevance, and timing of information that separates high-performing finance functions from reactive number-crunching. Market demand? Whether it’s expansion into a new market, investment in digital infrastructure, or rationalising product lines, information is the common currency that enables sound judgement.

CFO 52

CFO Compliance Finance Currencies 52

CFO News Room

NOVEMBER 4, 2022

Twilio — Twilio’s stock plunged nearly 36%, a day after the company issued a weaker-than-expected sales forecast. On Friday, Cowen downgraded the communication tools company to market perform from outperform, citing deteriorating macro trends. PayPal — PayPal slid 5% after lowering its annual revenue growth forecast.

Profit and Loss 130

Profit and Loss Forecasting Sales Economics 130