The Finance Weekly

FEBRUARY 23, 2022

Breaking down the Math. The scope of manual work is also quite large and covers categories such as budgets, month-end closes, and forecasts. 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.

Financial Planning and Analysis (FP&A) 83

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

PYMNTS

JANUARY 11, 2021

While early to mid-January is always the return season, this year has long been forecast to be a spot more active than its predecessors given the volume of gifts bought online during the 2020 holiday rush. The math gets a bit more involved when it comes to why the consumer is returning an object.

Math 69

Math Forecasting Retail Entertainment 69

PYMNTS

NOVEMBER 20, 2019

a share forecast pre-release. billion — again beating forecasts for $18.49 percent growth forecast. Specifically, when you do the math, you’ll see that our third quarter digital comp sales have actually grown more than 95 percent over the last two years.”. Net income came in at $714 million, or $1.39 Revenue grew 4.7

eCommerce 40

eCommerce Forecasting Math Retail 40

Onplan

DECEMBER 28, 2021

Let’s look closer at the headcount math. Let’s assume over the 4 year forecast window that 50% join in the same state as each office; 20% join in California; 20% in New York; and 10% elsewhere. It’s a pain to keep a model like this up to date with the latest staff list and compare the forecast with actuals as time progresses.

Planning 98

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

Michigan CFO

NOVEMBER 26, 2021

They will handle budget planning and forecasting, develop strategies for growth, and ensure accurate financial records are maintained. Or maybe you just rely on your bank account balance to do the math for you. A small business CFO will be responsible for the financial vision of your business. Learn more about our virtual CFOs.

CFO 52

CFO Budgeting Math Finance 52

PYMNTS

APRIL 9, 2019

It helps us with planning sales forecasting … [including having] awareness of where sales are coming from and how much the sale is.”. Children who participate in Girl Scouts learn life and leadership skills, and receive an education in science, technology, engineering and math (STEM) and business. Future Entrepreneurs.

Math 47

Math Sales Leadership Education 47

Nerd's Eye View

APRIL 12, 2023

When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.

Forecasting 96

Forecasting Math Advertising Planning 96

PYMNTS

AUGUST 12, 2019

Subscription commerce is attractive to entertainment platforms as well as retail businesses because it locks in revenue streams, and customer data can help with planning and forecasting. The downsides are that the subscription model is subject to customer churn and high acquisition costs.

Retail 47

Retail Math Entertainment Securities 47

Onplan

DECEMBER 28, 2021

Let’s look closer at the headcount math. Let’s assume over the 4 year forecast window that 50% join in the same state as each office; 20% join in California; 20% in New York; and 10% elsewhere. It’s a pain to keep a model like this up to date with the latest staff list and compare the forecast with actuals as time progresses.

Planning 52

Planning Financial Planning and Analysis (FP&A) Forecasting Math 52

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. At a basic level, that meant designing their app around an entirely mobile-first experience, to maximize accessibility for the millennial consumer group, who they forecasted would be among its heaviest users.

Math 53

Math Education Compliance Forecasting 53

PYMNTS

NOVEMBER 6, 2017

This large and growing data set provides the foundation for proprietary algorithms that we use throughout our business, including those that predict purchase behavior, forecast demand, optimize inventory and enable us to design new apparel. “We also gather extensive merchandise data, such as inseam, pocket shape, silhouette and fit.

Math 40

Math Retail Valuation Forecasting 40

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. Can you briefly describe your finance career journey and one or two highlights along the journey? Woranat Dumrongsiri (WD): My interest in finance began in high school. This made me decide to pursue my education in accounting.

CFO 52

CFO Leadership Finance Problem Solving 52

Barry Ritholtz

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. People might overreact to an interest rate move in our opinion, but we’re not gonna try to forecast it or pick stocks based on that. So I was at Harvard.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. And that the only function of economic forecasting is to make astrology look respectable. His economic principles were what inspired President Lyndon B.

Retail 54

Retail Math Leverage Economics 54

PYMNTS

MAY 3, 2017

Apple forecast revenue between $43.5 Here’s our own estimates using our long standing Apple Pay adoption tracker stats, and back of the envelope math regarding the number of users and share of retail here. And so that part is clearly going on, and it could be what’s behind the data.”. billion and $45.5 billion in Q3.

Math 40

Math Numbers Sales Forecasting 40

PYMNTS

MARCH 15, 2018

Some undertake a complex, moneyball-esque statistical analysis of every team, every match-up and every venue in the hopes that they can use math to crack the winning code. After that first $4 billion hit, employers, according to forecasts, will lose another $1.3 There are a variety of methods that go into selecting those choices.

Math 43

Math Retail Forecasting Numbers 43

Barry Ritholtz

SEPTEMBER 7, 2022

I don’t know if those challenges would have been as extreme as was forecasted or not, but I’m really glad we didn’t find out. I understood then that, effectively, fair value was determined by a variety of mathematical — a bunch of math, for lack of a better description. RITHOLTZ: Yeah. To say the very least.

Communication 117

Communication Marketing Math Technology 117

Barry Ritholtz

JULY 28, 2023

” My math is dropping from 9% to 3% is a decrease, but… How about right/wrong track? The bottom line remains : People really don’t have much luck forecasting the future, they are easily persuaded by members of their own tribes, and they are less than accurate when it comes to understanding their own thought processes.

Math 98

Math Economics Forecasting Finance 98

The CFO College

JUNE 3, 2021

Acquiring these advanced types of services, like setting up a permanent audit trail, rolling cash forecast, month-end reporting, and strategic planning, is the secret sauce your potential client needs to know how their money flows in and out of their company (and what their financial future will look like).

Accounting 52

Accounting CFO Auditing General Ledger 52

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. I mean, I can do sort of the math overall, 200 million under management, and 206 clients. The math is probably the easiest part of it.

Planning 130

Planning Accounting Compliance Math 130

Barry Ritholtz

AUGUST 29, 2023

And if, again, based on our forecast for US equity markets, they’re somewhat muted because valuations are stretched in our view relative to our fair value model. DAVIS: Yes, we try not to be in the short-term forecasting game. And so I think a lot of investors have alternatives. And it runs a scale.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

AUGUST 17, 2023

Americans still have jobs and are continuing to spend — on plastic surgery, motorcycles and cruises — leading many to revise their doom-and-gloom forecasts. This summer’s economy is defying the odds. Washington Post ) • The Anti-California: How Montana performed a housing miracle : Montana had a supply crisis.

Math 98

Math Construction Forecasting Economics 98

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And I — I — I don’t like to ask people for predictions and forecasts, but you’re looking at the flows and you get client questions all the time. I was econ and kind of geeky.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

FEBRUARY 13, 2023

You don’t know where, and you know, their forecast — RITHOLTZ: That goes back to your sense that you need the ability to surprise when necessary. How are we doing in literacy versus math versus science? RITHOLTZ: Right. RIEDER: Totally. It was one of the most famous books in education for a long time. Where are we?

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

MARCH 21, 2023

RITHOLTZ: Right, ASNESS: Compared to any forecast or trailing version of inflation and doing that consistently through time, bonds were about tied with giving you the least they’ve ever given you. But we don’t trade on a 10-year forecast. But imagine you have a forecast. This is a 5 to 10-year view. RITHOLTZ: Right.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

Barry Ritholtz

NOVEMBER 8, 2023

” I spend too much time reviewing research that relies on polls and surveys; for the most part, they are as bad as Wall Street forecasting. Early polling does provide a benchmark for charting trends in voter sentiment, but it probably won’t be very predictive of the eventual outcome in 2008.” They shouldn’t.

Benchmarking 136

Benchmarking Forecasting Math 136

Barry Ritholtz

MARCH 12, 2024

So that was the, that was the sort of the thing that we built that people hadn’t thought through is how do you stochastically forecast a range of outcomes for the asset price? Now it’s dangerous to forecast that far in the future because behavior can change. Then how does it affect the repayment risk on the loan?

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

APRIL 8, 2024

He is one of those people who focuses on figuring out what’s happening here and now, and is less concerned about making forecasts about the future. I’d been ranked i i back in the seventies, if you can do the math. So, so let’s talk a little bit about forecasts. Ed is a fascinating guy. His clients adore him.

Economics 56

Economics Marketing Forecasting Numbers 56

PYMNTS

JULY 14, 2017

Prime numbers may have been confusing in high school math, but here they are the type of numbers that make retailers smile. iPhone 8: Shipment forecasts keep coming down, spelling a bit of doom and gloom for the tech giant’s prospects for those once white-hot devices. High tech, high stakes. .

Advertising 40

Advertising Math Startups Forecasting 40

Barry Ritholtz

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And it was just such a good reminder that like, there was no ability to forecast this. And that’s sort of the math. He was right on the thesis. He found a place to express it efficiently.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

NOVEMBER 15, 2022

So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. I read all those academic papers, I understand where the math comes from. It’s how math works. That I think has become pretty important. RITHOLTZ: Right. NADIG: Right.

Finance 107

Finance Investments Math Marketing 107

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. I mean, it’s impossible to forecast this sort of thing. And to hedge your position, you know, how do you hedge, you know, a a long dated future versus a short dated future?

Marketing 107

Marketing Treasury Banking Profit and Loss 107

CFO News Room

DECEMBER 30, 2022

points hit in November and compared to market forecasts of 40. How did they do it?” • For math mavens! “The Chicago PMI in the United States increased to 44.9 points in December of 2022 recovering slightly from a 30-month low of 37.20 Happy New Year! * * *.

Math 130

Math Transportation Advertising Leadership 130