Nerd's Eye View

OCTOBER 29, 2024

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

Leverage 97

Leverage Planning Compliance Startups 97

Global Finance

MARCH 2, 2025

If we think about it, a managerif facing pressure to beat an analyst forecast, or beat last years earnings, or wanting a particular bonushas enough flexibility in the accounting rules to manage those numbers while staying within the rules. You manage your numbers. So, how are we going to track the slippery slope? Horton: Heres one.

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

Musings on Markets

JANUARY 10, 2025

Not surprisingly, the company listings are across the world, and I look at the breakdown of companies, by number and market cap, by geography: As you can see, the market cap of US companies at the start of 2025 accounted for roughly 49% of the market cap of global stocks, up from 44% at the start of 2024 and 42% at the start of 2023.

Corporate Finance 120

Corporate Finance Valuation Finance Numbers 120

Future CFO

JANUARY 22, 2025

Transformation: not the number one priority According to Gartner , CFOs and finance leaders are prioritising metrics, analytics, and reporting as their primary focus areas, emphasising the critical role of technology in enhancing business performance.

Risk Management 98

Risk Management Compliance Finance Leverage 98

Nerd's Eye View

FEBRUARY 4, 2025

In this episode, we talk in-depth about how Cristina's personal experience dealing with challenging issues with her own aging parents while simultaneously caring for her young children helped her recognize the challenges those in the "sandwich generation" face, how Cristina leveraged the research she did for her personal situation (including finding (..)

Leverage 91

Leverage Planning Securities Numbers 91

CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. A colleague hints at leveraging this information to trade shares. As a CFO your influence extends beyond financial reports and budgets. Consider implementing anonymous reporting systems.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Future CFO

DECEMBER 22, 2024

Why It Matters Compliance : Governments require standardized customer details, such as taxpayer identification numbers and verified addresses. Leverage Cloud-Based Solutions : Cloud platforms offer flexibility, scalability, and security, making integration smoother. Errors can lead to rejected invoices.

Invoicing 98

Invoicing CFO Compliance Auditing 98

Bramasol

JANUARY 28, 2025

SAP Joule was also identified by Bramasol as a prime example of leveraging embedded agentic AI in our post on Trends to Watch in 2025. Through the RISE with SAP program and complementary tools, businesses can leverage AI to enhance their digital transformation journeys and to streamline operations and drive efficiency.

SAP 77

SAP Data Analysis Leverage Manufacturing 77

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Leverage 98

Leverage Education Planning Communication 98

CFO Talks

NOVEMBER 20, 2024

Lessons for CFOs Being a CFO for a cross-listed company is about more than just numbers; it’s about strategy. Leverage Technology Financial reporting software isn’t just a nice-to-have; it’s a necessity. Use simple, plain language to explain the “why” behind your numbers.

IFRS 98

IFRS GAAP Currencies CFO 98

Global Finance

DECEMBER 5, 2024

Against the backdrop of a shifting Latin American interest rate environment, it was able to leverage its capabilities to notch better credit spreads, which is also reflected in the improving engagement in cross-selling efforts. The Sequoia Capital-backed bank now looks to leverage its thriving business model with further geographic expansion.

Banking 59

Banking Leverage Securities Finance 59

Navigator SAP

JULY 15, 2022

Modern ERP should leverage artificial intelligence (AI), and provide digital marketing automation to gain insights into the end-to-end customer journey. TCO: Don't Neglect Overall Costs ERP buyers often calculate costs simply by finding out the subscription price for a set number of users. Typically:

Budgeting 223

Budgeting Leadership Communication Leverage 223

CFO Thought Leader

APRIL 17, 2025

Reflecting on that moment, he explains how relocating, digging into the numbers, and telling privateequity owners the hard truth set the stage for a radical turnaround. Leverage AI to redeploy talent efficiently. CFO Strategy Playbook Calmly turn deficits into datadriven action.

CFO 52

CFO Profit and Loss Prioritization Communication 52

The Finance Weekly

FEBRUARY 23, 2025

Leverage FP&A software for real-time tracking and forecasting. Use Analytics Leverage predictive tools to identify potential financial threats before they escalate. Turn Data into Decisions, Not Just Numbers Financial planning is more than crunching numbersits about making smart moves.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

JANUARY 27, 2025

Inside The Mentoring Round, Flywire CFO Cosmin Pitigoi emphasizes the critical importance of well-structured data in leveraging AI effectively. Pitigoi advocates for robust data governance and architecture to harness AI’s full potential, underscoring that the foundational work, though challenging, yields significant value.

CFO 52

CFO Leverage Numbers 52

Corporate Finance

MAY 9, 2022

As we discussed in the textbook, in general, there is no absolute number that is best for a particular financial ratio. However, when the economy is bad or uncertain, it is better if leverage ratios are more conservative to help avoid financial distress.

Leverage 130

Leverage Numbers Investments 130

CFO Plans

NOVEMBER 4, 2024

A noteworthy example is a financial services provider that leveraged cutting-edge ROI analysis tools to assess the impact of their investments. By automating routine tasks and leveraging data-driven insights, they have streamlined their operations and improved their ability to respond swiftly to market changes.

CFO 52

CFO Cost Management Leverage Planning 52

Barry Ritholtz

APRIL 17, 2025

Chasing Yield : In the low yield environment of the past quarter-century, there have been three common yield mistakes: 1) Buying longer-duration bonds; 2) Buying riskier, low-rated junk bonds; or 3) Using leverage to amplify your gains. All of these strategies have been money-losers this century.

Investments 107

Investments Profit and Loss Math Accounting 107

CFO Plans

DECEMBER 16, 2024

These services extend beyond mere number crunching; they represent a sustainable business model that nurtures financial wellness and supports the overall well-being of business leaders. This journey demands strategic foresight and a commitment to leveraging professional financial guidance to achieve long-term success.

Accounting 52

Accounting CFO Leadership Prioritization 52

Global Finance

FEBRUARY 5, 2025

A Country Of Superlatives Joel Shen, a lawyer based in Jakarta and Singapore, who heads Withersworldwides technology practice in Asia, boasts that Indonesia is a country of superlatives and is an attractive investment destination with a number of very clear advantages. On the banking side, the sheer number of unbanked is huge.

Economics 108

Economics Prioritization Investments Manufacturing 108

CFO Talks

APRIL 16, 2025

As a CFO, youre not just crunching numbers. So, what does good governance really mean, and how can you leverage it not just for compliance, but for control, credibility, and competitive edge? That gives you leverage in investor discussions, funding rounds, and stakeholder trust. Who signs off on financial models?

Auditing 52

Auditing Compliance CFO Leadership 52

The Charity CFO

JANUARY 29, 2025

million nonprofits in the United States – nearly double the number from 30 years ago – organizations need to stand out in an increasingly crowded field. Check out the full interview with Howard here: Why Strong Branding Matters for Nonprofits Howard emphasizes that with approximately 1.6

Nonprofit 52

Nonprofit Leadership Communication Data Analysis 52

Future CFO

FEBRUARY 16, 2025

As Asian organisations pivot toward data-driven finance, CFOs must leverage advanced analytics, AI, and unified data strategies to secure competitive advantages while addressing regional challenges. Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning."

Finance 64

Finance Forecasting CFO Compliance 64

Nerd's Eye View

MAY 29, 2025

And because these conversations tend to repeat across clients, visuals offer leverage: the upfront time spent finding or customizing a helpful chart can pay off many times over. Summary charts or graphics – especially for topics that come up repeatedly (e.g., Fortunately, advisors don't need to start from scratch.

Tax Planning 52

Tax Planning Communication Leverage Planning 52

CFO Thought Leader

DECEMBER 10, 2024

But numbers alone dont drive results. So, how can we give these teams more leverage? Ultimately, our approach is about solving genuine pain points and delivering real value, not just chasing a large market number. Johnson emphasizes building strong teams and fostering a learning culture.

CFO 52

CFO Leadership Prioritization Auditing 52

Collectiv

APRIL 3, 2025

Their objective was clear: bring everything under one roof with Power BI to make it easier to leverage the data they were pulling in. This consolidation and team-wide Power BI training empowered the manufacturing company to better leverage their data, more efficiently. This was a game-changer, the Director noted.

Manufacturing 52

Manufacturing Leverage Leadership Numbers 52

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 Communication Problem Solving 98

Global Finance

FEBRUARY 4, 2025

We invest in optimizing processes and leveraging advanced technologies like AI to improve efficiency. McAlpine: Success stories include a partnership with Capital Bank, which leveraged Finastras solutions to enhance its trade operations, as it felt its existing treasury and trade management systems were not well placed for growth.

Finance 59

Finance Prioritization Leverage Treasury 59

CFO News Room

FEBRUARY 6, 2022

Within infrastructure, one of the key focus areas is leveraging multimodal transport infrastructure to reduce logistics costs, thereby improving India’s overall competitiveness. However, a number of policy reforms are essential for creating a sustainable private investment eco-system, many of which are outside the purview of the budget.

Budgeting 130

Budgeting Leverage Transportation Investments 130

CFO Thought Leader

JANUARY 6, 2025

Looking back, Seymour tells us she has consistently applied a storytelling through numbers philosophy. If I was to give you a little bit more color on what that means, we leverage demand forecasting to help businesses schedule the right number of employees at the right time.

CFO 52

CFO Leadership Compliance Concentration 52

E78 Partners

FEBRUARY 10, 2025

By adopting best practices and leveraging E78’s solutions, businesses can achieve immediate savings while maintaining the efficiency and flexibility needed for long-term success. The cost of a software license varies widely depending on the software type, license model, and number of users. How Much Does a Software License Cost?

Compliance 52

Compliance Budgeting Cost Management Leverage 52

CFO Talks

NOVEMBER 19, 2024

Analytical Thinking: Turning Data into Actionable Insights Numbers may tell a story, but without analysis, they’re just noise. It’s not just about seeing the numbers—it’s about understanding their story. Implement advanced analytics tools to visualise data and uncover hidden opportunities.

Problem Solving 52

Problem Solving Leadership CFO Compliance 52

CFO Talks

APRIL 17, 2025

Its the quality, relevance, and timing of information that separates high-performing finance functions from reactive number-crunching. The most progressive finance teams are investing in business intelligence capabilities, leveraging dashboards, scenario models, and rolling forecasts to guide resource allocation in real time.

CFO 52

CFO Compliance Finance Currencies 52

Future CFO

JANUARY 26, 2025

Jessica Low In 2003, we continued our transformation leveraging advanced and predictive analytics, and business towards process excellence and efficiency, Low said, sharing their journey towards a holistic transformation focused on technology, people, process, and organisational change. It's quite a challenge, though.

SAP 52

SAP Finance Leadership Leverage 52

E78 Partners

MAY 29, 2025

The numbers tell a clear story: CFOs who think beyond the spreadsheet drive measurable value. Technology-Enabled Operational Excellence Today’s PE-backed CFOs are leveraging advanced analytics and automation to drive operational efficiency at unprecedented scales. higher multiples.

CFO 52

CFO Valuation Investments Leadership 52

Nerd's Eye View

FEBRUARY 16, 2024

Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients! Read More.

Leverage 98

Leverage Compliance Numbers Securities 98