Barry Ritholtz

JULY 17, 2023

Global capital markets (stocks, bonds, private investments, real estate) are worth over $100 trillion. Whether it’s ETFs, Direct Indexing, free trading apps, private credit, crypto currencies or any manner of FinTech ideas, the world of investing has become rife with clever new ways to do it faster/cheaper/better than ever before.

Marketing 98

Marketing Problem Solving Investments Currencies 98

Barry Ritholtz

OCTOBER 3, 2022

Stuck on an Investment Problem? By breaking down silos and pushing investors into new workflows, investment offices can encourage creative problem solving, our columnist writes. Just what this bonkers housing market needed. New York Times ). It Might Be Time for a Change. Are You Too Old to Wear That Now?

Problem Solving 65

Problem Solving Currencies Investments Marketing 65

Castle Corporate Finance

APRIL 14, 2022

Insider said: “The judges were particularly impressed with the time Victoria invests problem-solving technical and commercial issues while at the same time showing real empathy for what clients want and need.”.

Problem Solving 52

Problem Solving Corporate Finance Finance Investments 52

CFO News Room

JANUARY 11, 2023

For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. Investment Banker. And how much money do they make?

Banking 130

Banking Financial Analyst Budgeting Investments 130

Future CFO

MAY 1, 2024

As for the interesting parts of the role, Celina Leonardo , senior director of corporate finance & strategic investment at Super Magnificent Coffee Company Pte. “A controller is a pivotal role in the organisation which allows one to showcase both technical and soft skills,” Geronimo says.

Leadership 98

Leadership IFRS Finance Communication 98

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. CFOs typically have a deep understanding of economic theory and practice and strong analytical and problem-solving skills. Investment Banker. Financial Manager.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

CFO Thought Leader

APRIL 18, 2023

Back in 2008, when Jim Cox was controller for investment management software company Advent Software, he was invited by that firm’s founder and CEO, Stephanie DiMarco, to accompany her to an investor meeting. “I When you have strong relationships among the team, problem solving is more fun and wins are more fulfilling.”

CFO 52

CFO Problem Solving Leadership Communication 52

Castle Corporate Finance

SEPTEMBER 5, 2021

The judges were impressed that Victoria invests time in problem solving technical and commercial issues and co-ordinates expert deal teams to find solutions for her clients.’. ‘Two of Victoria’s stand-out deals were the acquisition of Newmafruit by Bardsley England and the sale of Orostream International Contracts to EOT.

Corporate Finance 52

Corporate Finance Finance Problem Solving Sales 52

Focus CFO

MARCH 30, 2022

Two-thirds of people set to start retirement this year do not expect to give up work completely, according to a report released this week by investment and wealth management company abrdn. An Alternative to Traditional Retirement. “The days when everyone had a set date or a set age from which they’ll never work again are long gone.

Problem Solving 52

Problem Solving CFO Leverage Investments 52

Spreadym

OCTOBER 3, 2023

Skills: They possess a range of technical and soft skills, including financial analysis, financial modeling, data management, budgeting, forecasting, communication, and problem-solving skills. Their work often influences important decisions related to investments, cost control, and revenue growth.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

Future CFO

SEPTEMBER 3, 2023

TC: As the chief transformation officer, I am a consistent voice of the customer responsible for developing strategies cross-functionally to advance the customers’ journey and ensure customers realise the full value of their investment in BlackLine.

Leadership 52

Leadership Finance Problem Solving Communication 52

PYMNTS

JANUARY 7, 2020

The revamped, easy-to-navigate design of the Sprint IoT Factory streamlines the problem-solving process, giving business owners confidence as they select solutions to manage their operations and customer processes,” said Ivo Rook, senior vice president of IoT and product development at Sprint. Why so bullish?

Problem Solving 54

Problem Solving Healthcare Transportation B2B 54

The Charity CFO

APRIL 23, 2024

Many times, problem solving takes place in the moment and never on paper, so there can be missing items from the actual workflow/process. Tamela has prepared to invest in a digital studio for their virtual programming. In leadership, proactivity is one of the most valuable and important tools to master.

Nonprofit 52

Nonprofit Leadership Problem Solving Education 52

CFO News Room

DECEMBER 18, 2022

This model comprises of four stages: E nergize your psychological investment by acknowledging inequities; th ink through how inequities play out and learn allyship strategies that can be effective in your situation; take i nitiative to support and regulate your allyship action; and engage in c ommitment and long-term dedication to allyship.

Construction 130

Construction Problem Solving Education Management Consulting 130

The Charity CFO

NOVEMBER 20, 2023

It’s fair to say that providing exceptional experiences for donors can keep them invested in the organization for the long haul. When the script is flipped and one begins to think in the shoes of a donor, the true problem-solving method kicks in. Not all nonprofit organizations are created equal either. Is it painful?

Nonprofit 52

Nonprofit Problem Solving Education CFO 52

Michigan CFO

JUNE 7, 2023

Additionally, strong communication skills, problem-solving abilities, and adaptability are crucial for effectively serving clients in a virtual capacity. Additionally, effective communication skills and problem-solving abilities are essential for serving clients in a virtual capacity.

CFO 52

CFO Problem Solving Budgeting Communication 52

Jedox Finance

OCTOBER 1, 2020

While you can consider this a sunk cost, companies are still looking to squeeze more return from the investment and have a hard time abandoning their current system. These systems were customized to fit the exact need of the company and likely took years to implement and cost a lot of money in consultant spend.

Finance 141

Finance Problem Solving Reconciliations Investments 141

The Finance Weekly

JANUARY 22, 2024

Identify investment and financial planning opportunities. Consider the following options: Chartered Financial Analyst (CFA) Certification Provided by the CFA Institute, this certification covers essential concepts in investment analysis and portfolio management. Communicate with clients, investors, company leaders, and stakeholders.

CFO 52

CFO Education Communication Leadership 52

Future CFO

OCTOBER 15, 2023

CFOs need to invest in a narrative that addresses individual journeys to help staff members take ownership of their roles, removing anxiety that can come from feeling a loss of control. This can be done through active listening, demonstrated empathy and constructive problem solving.

Leadership 52

Leadership Problem Solving Finance Communication 52

CFO Talks

MARCH 19, 2024

A CFO committed to the agenda invests not just financial resources but personal time and effort, visibly participating in key initiatives. Investing Time and Resources Commitment is also measured in terms of resource allocation. Fostering Commitment to Change True leadership is shown by example.

CFO 52

CFO Communication Finance Budgeting 52

PYMNTS

OCTOBER 21, 2020

The Coupa platform — as well as our investments in NetSuite, Zoom, Slack and other integral cloud solutions — has been instrumental. Thus, we’re able to focus more on strategic initiatives and outcome-oriented problem-solving. We have seen benefits with this approach, and our team is extremely productive.

Problem Solving 63

Problem Solving Invoicing Prioritization Accounting 63

Barry Ritholtz

AUGUST 23, 2023

Most people believe that investing is the science of generating a return on capital. At its heart, investing is a problem-solving exercise , filled with opportunities that reveal the errors we all make. This should be reflected in how we invest. That is an accurate but incomplete assessment.

Investments 98

Investments Problem Solving Healthcare Finance 98

The Charity CFO

AUGUST 28, 2023

They can provide guidance on: Budgeting Investments Risk management Complex compliance and legal issue All are necessary for keeping the lights on and charting the organization’s path ahead. Leaders should work to foster open communication between members and the board, especially when it comes to strategic planning and problem-solving.

Nonprofit 52

Nonprofit Problem Solving Finance CFO 52

Jedox Finance

OCTOBER 13, 2021

Sometimes that does mean cost cutting but at other times it could be revenue-generating initiatives or long-term investments. Instead of a one-sided focus on cost cutting we should focus on maximizing business value. From explaining past performance to driving future performance. From finance centric to customer centric.

CFO 98

CFO Problem Solving Finance Benchmarking 98

Future CFO

JANUARY 16, 2022

Distinctly human advantages— problem solving skills, interpersonal connection and creativity—are growing in importance as automation eliminates routine work. This requires scaling investments in learning, thinking laterally about career journeys and cultivating a growth mindset in their organisation.

Problem Solving 52

Problem Solving Securities Investments Numbers 52

CFO Talks

DECEMBER 16, 2021

He’s got a strong background in auditing, and he’s built a reputation for enhancing processes and problem-solving, we want to talk to him about that too. So I think bringing the small SME experience together with the big multinationals honed my skill set, especially on the processes, problem-solving and the strategy side.

Problem Solving 68

Problem Solving CFO Auditing Accounting 68

PYMNTS

JANUARY 8, 2021

This feature helps keep customers on the product or checkout page and promotes the kind of quick problem-solving that lessens the likelihood of shopping cart abandonment. Also critical to adding clarity to the consumer perspective in 2020 were live site help offerings.

eCommerce 104

eCommerce Problem Solving Retail Leverage 104

PYMNTS

DECEMBER 22, 2016

Whether it’s the fact that you have your money within a bank and, as soon as you do that, you are beholden to that institution for all kinds of other services — or now, increasingly, you have your data captive in an application or a particular institution … That has been the basis of competition rather than true problem-solving features.”.

Problem Solving 53

Problem Solving Risk Management Compliance Banking 53

Future CFO

NOVEMBER 20, 2019

In the non-practising sector, these functions include corporate finance, investment and financial management, internal control and risk management, as well as compliance, the accountancy body added. “In Non-traditional accounting roles in public practice include consulting, forensic accounting and insolvency, said HKICPA.

Accounting 40

Accounting Problem Solving Auditing Corporate Finance 40

Future CFO

OCTOBER 15, 2020

While you can consider this a sunk cost, companies are still looking to squeeze more return from the investment and have a hard time abandoning their current system. These systems were customized to fit the exact need of the company and likely took years to implement and cost a lot of money in consultant spend.

Finance 52

Finance Problem Solving Reconciliations Investments 52

PYMNTS

DECEMBER 5, 2019

Where Banks Fit In Problem-Solving. FinTech’s attraction to solving B2B payments and corporate spend friction has been instrumental in highlighting and addressing many of these widespread pain points. “We’re

Accounts Payable 52

Accounts Payable B2B Problem Solving Nonprofit 52

PYMNTS

JUNE 13, 2018

.” Instead of traditional venture capital (VC) investments in AI, Q Fund will mainly focus on non-obvious, forward-thinking approaches to AI in spaces, including learning in simulation, scene understanding, intuitive physics, program-learning programs, autoML, robot control, human computer interaction and meta learning.

Startups 51

Startups Prioritization Investments Problem Solving 51

CFO News Room

JANUARY 18, 2023

It’s a career that demands experience, intellectual agility, and razor-sharp problem-solving skills if you want to stay at the top. Some big companies invest in their employees by offering fantastic career progression opportunities. Claims Directors connect people, process crucial information, and make high-stakes decisions.

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Leadership Education Communication Problem Solving 130

Jedox Finance

JULY 30, 2019

be passionate about problem solving [Curious]. The right investments in technology, people and reporting process is imperative for the FP&A department to succeed. To outperform in this role focus is critical, and FP&A should: spend less time on number reporting, instead look at key metrics [Curious].

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

OCTOBER 24, 2018

Entrepreneurs’ lack of financial management skills — particularly in the creative industries — has small businesses struggling to adequately manage money, he explained, while they also lack the capital to invest in dedicated finance teams. “This, in turn, can affect cash flow.”

Invoicing 61

Invoicing Problem Solving Banking Entertainment 61

Future CFO

MAY 16, 2022

If you don’t do those well, then you will spend all your time and all your investments doing those – and that’s all you get to do. This allows us to spend more time and energy dealing solving important problems. We are continuously dealing with problem-solving,” said McLean. And that is ultimately what we do.

Finance 52

Finance SAP Problem Solving CFO 52

Future CFO

JUNE 4, 2020

Businesses are hedging and becoming more cautious in investment strategy, including M&A. A gender-diverse workforce generally enables better problem-solving, which leads to greater success. Due to the slowdown of the COVID-19 pandemic, M&A activities in 2020 are drying up with transactions either cancelled or postponed.

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Mergers and Acquisitions (M&A) Problem Solving Securities Investments 52