Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Planning 98

Planning Problem Solving Profit and Loss Prioritization 98

E78 Partners

JUNE 16, 2025

Common reasons mergers and acquisitions fail include: Inadequate Integration Planning: Without a comprehensive roadmap that aligns with the deal thesis, organizations struggle to prioritize, sequence, and resource integration activities. Within two years, the division was sold at a major loss. Google and Motorola (2012) – $12.5

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Leadership Profit and Loss Communication 52

CFO Share

JUNE 6, 2024

This involves monitoring market risks, managing credit exposures, maintaining adequate liquidity, and implementing robust internal controls to prevent financial losses and ensure financial stability. Financial risk management is about identifying, evaluating, and addressing financial threats that could harm a company’s assets.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

Jedox Finance

JANUARY 19, 2023

When a plan is done right, it instills a culture of decisiveness, improves the ability to serve the changing needs of customers, and boosts profitability. This is a tremendous drag on accountability and decision-making, and can negatively affect productivity, profitability, and team morale. That is the power of Superplännen.

Profit and Loss 98

Profit and Loss Planning SAP Forecasting 98

Planful

APRIL 16, 2021

While there’s no magic formula to define what’s “healthy” debt, you can answer these questions to decide if your company is ready to prioritize growth over business debt. A survey by Cielo Talent even revealed “a correlation between investing in a Talent Acquisition function and increasing profits by up to 20%.”

Prioritization 40

Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 40

Adam Kae

NOVEMBER 17, 2023

There are three fundamental financial statements that should be at the core of your financial management strategy: the cash flow statement, the profit and loss statement, and the balance sheet. Understanding the importance of prioritizing the cash flow statement in your monthly financial reviews will be a game-changer.

Finance 52

Finance Profit and Loss Banking Prioritization 52

PYMNTS

FEBRUARY 5, 2020

Shares in fitness company Peloton dived 12 percent after the company posted a disappointing earnings report that showed widening losses, according to a report Wednesday (Feb.6) The company said its net losses expanded to $55.4 The company was expected to suffer a larger loss at 36 cents a share. “At 6) by CNBC.

Profit and Loss 52

Profit and Loss Prioritization Numbers Investments 52

CFO Thought Leader

JANUARY 16, 2024

This approach, simplifying structures and focusing on essentials, transformed a $40 million loss into a $15 million profit. Brown advises finance leaders to embrace simplicity, avoid unnecessary complexity, and prioritize strategic clarity.

CFO 52

CFO Profit and Loss Prioritization Leadership 52

Global Finance

APRIL 5, 2025

The transaction supports Iberdrolas focus on electricity grids as the continent increasingly prioritizes grid resilience and modernization. Anthony Noto Global Winners By Sector Financial Institutions: UBS In 2024, UBS showed strong net profit and high client activities. billion (about $2.7 billion valuation.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

Trade Credit & Liquidity Management

APRIL 2, 2025

For small and mid-sized businesses, even minor fluctuations in cash flow can lead to prioritizing essential expenses like wages or loans over other operational costs, creating a precarious financial situation. Impact on Cash Flow Late payments disrupt cash flow, forcing businesses to prioritize certain financial obligations over others (e.g.,

Prioritization 52

Prioritization Invoicing Profit and Loss Construction 52

PYMNTS

JUNE 19, 2020

FDIC: US Banks See Chargebacks Soar, Profits Tank Due To Pandemic. Bank profits in the United States took a 69.6 The profits just hit $18.5 billion as the COVID-19 health crisis keep making lenders write off debt and stash billions to prevent losses at a later time. percent hit for Q1 compared to the same period in 2019.

Profit and Loss 60

Profit and Loss Prioritization B2B Manufacturing 60

PYMNTS

APRIL 7, 2016

Despite reporting quarterly losses, it seems H&M is bent on getting bigger. The Sweden-based fast-fashion mega firm claims that currency headwinds pushed their profitability losses to the 30 percent range in Q1, and that undaunted they will continue to aggressively forge forward in opening online and physical stores.

Planning 40

Planning Profit and Loss Prioritization eCommerce 40

Musings on Markets

OCTOBER 4, 2021

The last is the operating margin , it operating income (or loss) as a percent of operating income each year. Third, access to c apital from its deep pocketed investors , especially Alibaba, seems to have made this company casual about its business model and profitability, even by young, tech company standards.

Valuation 96

Valuation Profit and Loss Investments Numbers 96

CFO Plans

OCTOBER 21, 2024

Conduct a detailed profit and loss analysis to uncover the types and amounts of debt your business holds. Prioritizing High-Interest Debt High-interest debts can quickly deplete your resources, affecting your business financial forecasting. This clarity is transformative, setting the stage for informed financial decisions.

CFO 52

CFO Profit and Loss Startups Prioritization 52

Trade Credit & Liquidity Management

APRIL 25, 2025

A company’s ability to extend reasonable credit terms to its customers and collect what is owed promptly has had an increasing impact on revenue and profit. Be a hero by showing Sales and other stakeholders how you can help them develop “smart” revenue and profit opportunities.

Sales 52

Sales Profit and Loss Communication Credit Risk 52

PYMNTS

FEBRUARY 14, 2020

The decision to cancel the event was reportedly a difficult one to make, but ultimately the organizers felt it was necessary to prioritize public health. We’re an NGO and we don’t make a profit. The MWC was scheduled to run from Feb. The GSMA said it wasn’t sure what, if anything, would be able to be refunded.

Profit and Loss 43

Profit and Loss Prioritization Planning Technology 43

CFO News Room

DECEMBER 23, 2022

In October 2022, the International Monetary Fund warned that inflation — combined with central banks’ interest rate hikes designed to fight it — could threaten the entire global economy, a good reason to understand what causes inflation and how to manage this gradual loss of purchasing power. . What is inflation?

Profit and Loss 130

Profit and Loss Banking Forecasting Prioritization 130

CFO Share

AUGUST 31, 2023

At a minimum, perform a ruler check on the profit and loss statement, balance sheet, and cash flow statement. Prioritize: Guide your bookkeeper on what needs immediate attention. Another accountant should double-check your year-end bookkeeping to verify the accuracy of your bookkeeper’s work.

Auditing 52

Auditing Profit and Loss Prioritization Leadership 52

CFO Leadership

JANUARY 25, 2024

BUSINESS PLANNING AND ANALYSIS Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

PYMNTS

NOVEMBER 14, 2018

The move came after an approximately 70 percent decline in the company’s stock so far this year — and as Blue Apron, which went public last year, still works to report its first-ever profit. Net loss narrowed to $33.9 Looking ahead, we intend to prioritize our best customers in all strategy decisions,” Dickerson said during that call.

Profit and Loss 57

Profit and Loss Prioritization Accounting Marketing 57

Jedox Finance

FEBRUARY 15, 2023

Such cases necessitate technological solutions, not just for profit, but simply to keep the motor running. The greatest loss of maximum potential benefits when undergoing a digital transformation occurs most often in the implementation stage. Perhaps they have even started to occur at a larger scale.

Prioritization 52

Prioritization Profit and Loss Manufacturing Planning 52

CFO Leadership

JANUARY 5, 2024

Business planning and analysis Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

CFO Share

AUGUST 14, 2023

On the other hand, venture capital backed businesses expect negative cash from operations since they have external financing and prioritize growth over profitability. Is the company returning cash to stakeholders or is it receiving outside investment to fuel growth and/or losses?

Profit and Loss 40

Profit and Loss Prioritization Finance Investments 40

Spreadym

AUGUST 8, 2023

Net Income or Net Loss: Calculated by subtracting total expenses from total revenues, this figure indicates the anticipated profitability or loss for the budget period. Prioritize projects based on their potential impact, urgency, cost-effectiveness, and alignment with strategic goals.

Budgeting 52

Budgeting Prioritization Profit and Loss Construction 52

CFO Talks

FEBRUARY 10, 2023

This results in greater profitability and subsequently increased employment. Correctly managed and implemented, this would more than likely replace the short-term loss on corporate taxes. The rationale being a lower corporate tax burden for businesses will enable them to invest and grow in their businesses.

Budgeting 52

Budgeting Profit and Loss Forecasting Economics 52

Global Finance

MAY 6, 2025

billion, the bank posted $491 million in profits from October 1, 2023, to September 30, 2024, and a return on equity (ROE) of 32.9%. The bank has prioritized digitalization in its growth strategy. million in profits in 2024, Absa anchors its growth on sustainability and digital innovations. With total assets amounting to $26.5

Banking 52

Banking Profit and Loss Foreign Exchange Finance 52

The Finance Weekly

NOVEMBER 20, 2023

Allegedly, their AI-driven efforts have saved them from potential fraud losses exceeding a billion dollars. These predictions help prioritize accounts that are at risk, making collection efforts more efficient. This helps FP&A leaders make informed choices that maximize profits and contribute to financial success.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Cash Flow Forecasting Forecasting 52

The Finance Weekly

SEPTEMBER 14, 2022

Its losses climbed as well: Operating loss rose by more than $265 million, and net loss widened by more than $300 million. The turnaround has failed and the business is in such a bad state with such serious declines in sales and profitability.

Profit and Loss 52

Profit and Loss Retail Planning Sales 52

The Charity CFO

AUGUST 15, 2023

Myth #1: Nonprofit Accounting is Completely Different from For-Profit Accounting One reason accountants seeking a new role may steer clear of a nonprofit accounting position is that they assume the methods are completely different. In the for-profit world, revenue is typically only recorded when earned or cash has been collected.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

The Finance Weekly

MAY 14, 2024

On the flip side, having too much stock can tie up your resources and lead to losses from items going bad or becoming outdated. So, prioritize those inventory receipts in your plan. And all of that affects your profits. Having a good handle on your inventory is crucial for any business selling products.

Forecasting 52

Forecasting Profit and Loss Sales Prioritization 52

CFO News Room

DECEMBER 30, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Read more of Adam’s articles here.

Planning 130

Planning Auditing Investments Securities 130

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Research from the Wharton School of the University of Pennsylvania suggests that, since AI can lead companies to become more profitable, companies can then hire more employees. But what happens to humans when the bots take over?

Financial Planning and Analysis (FP&A) 40

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

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? You know, we’ve had been lucky, it’s been very profitable year after year.

Leadership 111

Leadership Investments Profit and Loss Technology 111

PYMNTS

NOVEMBER 14, 2020

CEO Lyndon Davies recently told the BBC that “we have observed hitherto successful and profitable companies worldwide crumbling under the pressure [of the pandemic], with losses, closures and tumbling share values. Playfulness, Prioritized. Take that , lockdown boredom. The other bonus: No masks are required on toy train rides.

Profit and Loss 137

Profit and Loss Prioritization Transportation Retail 137

CFO Share

MAY 22, 2024

Small businesses have three key financial reports: the balance sheet the income statement (aka profit and loss statement) the cash flow statement A statement of retained earnings is a fourth report common for large, public corporations, but isn’t as useful for small businesses. You won’t be able to sell your business.

Profit and Loss 105

Profit and Loss General Ledger Accounting Financial Reporting 105

CFO News Room

DECEMBER 23, 2022

A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

NOVEMBER 19, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Read more of Adam’s articles here.

Planning 130

Planning Leadership Accounting Healthcare 130