The Finance Weekly

MARCH 13, 2022

So, why are VCs investing in the office of the CFO? Venture Funding Hits High In Finance DataRails , DataRails , the financial planning and analysis (FP&A) platform for Excel users, announced early March 2022 that it has raised $50M in Series B funding. Because Finance forms the backbone of any business.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Investments CFO Accounts Payable 52

ProCFO Partners

DECEMBER 2, 2021

When most business leaders think “annual planning,” the mind jumps to conference rooms and white boards filled with numbers and projections. In this article we’ll explore essential perspectives on rethinking goal setting and annual planning. Why did you start this business? Or why do you run this particular business?

Planning 64

Planning Numbers Marketing Sales 64

Future CFO

SEPTEMBER 15, 2022

The report titled, Controller’s Guidebook: Burnout in Accounting - Understanding the Problem , Leveraging Solutions, revealed that m% of accountants had at least one month in the past year where the Close disrupted their personal life. He warned about potential FP&A burnout as we move from the pandemic to annual planning cycles.

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Mergers and Acquisitions (M&A) Finance Auditing Accounting 52

CFO News Room

DECEMBER 23, 2022

But since the spring of 2021, prices have been rising much faster than that in the U.S. That can happen for a few different reasons, and to understand them it helps to consider the three pillars of macroeconomics that David Moss describes in his book A Concise Guide to Macroeconomics: What Managers, Executives, and Students Need to Know.

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Profit and Loss Banking Forecasting Prioritization 130

Planful

AUGUST 10, 2017

companies, government entities, educational institutions, and non-profits) achieve financial goals by linking strategies to plans and execution. To support this, EPM includes the following management processes: Budgeting, planning, forecasting, and modeling. Consolidating results and closing the books on a periodic basis.

Value-Added Analysis 40

Value-Added Analysis Education Finance Budgeting 40

Musings on Markets

NOVEMBER 15, 2022

In this post, I want to focus on that point, starting with a discussion of why stories matter to investors and traders and the story that propelled the company to a trillion-dollar market capitalization not that long ago. Facebook, I argued, is a corporate autocracy, with Mark Zuckerberg at its helm.

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Valuation Advertising Numbers Investments 90

PYMNTS

APRIL 24, 2018

I thought it would have taken off faster than it did,” Humble told the Baltimore Sun in 2003. In the 1980s, David Humble was at the grocery checkout counter when something unusual happened: A customer became frustrated with a cashier’s slow pace, so he simply scanned one of his purchases himself. He created a company, Checkrobot Inc.,

Auditing 53

Auditing Retail Technology Accounting 53

Planful

JANUARY 19, 2016

With the right tools and processes in place, the year-end close and reporting process can be less stressful and painful for the Finance team, maybe – dare I say it – even something you look forward to. When I was a staff accountant back in the mid-1980s, I remember spending many nights and weekends working to close the year-end books.

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IFRS GAAP Reconciliations Auditing 40

PYMNTS

DECEMBER 31, 2019

Amazon was a close second, accounting for 5.8 Rather, it’s a story of whose stride is longer and faster — and that’s where the question of who leads whom gets interesting. At the time, in November 2018, it became clear that the state of that race had changed. percent of consumer retail spending in the U.S., percent of all U.S.

Healthcare 54

Healthcare eCommerce Profit and Loss Retail 54

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

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Technology Planning Investments Leverage 130

PYMNTS

FEBRUARY 15, 2017

From sharing a ride to borrowing books and taking a spin on someone else’s boat, the possibilities are endless. We sat down with Oomf CEO Gavin Gray to take a peek behind the curtain on Oomf to learn about what it offers and its 2017 plans. It’s safe to say the sharing economy isn’t going anywhere soon.

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Manufacturing Startups Investments Finance 50

PYMNTS

DECEMBER 11, 2017

It’s common knowledge that even the best laid plans do not always go according to, well, plan. With trade group Airlines for America (A4A) expecting more travelers to take flights this year than last, the opportunities for travel plans to go wrong are also likely to increase.

Technology 44

Technology Planning Numbers Accounting 44

Planful

NOVEMBER 17, 2015

The BBRT is a member-based consortium of companies who have joined together to find better ways to plan and control operations. Beginning in 1998, the BBRT has researched why organizations create budgets, the processes they use, and how effective (or ineffective) these processes are. Here’s what he had to say. Steve: Sure, John.

Budgeting 40

Budgeting Financial Planning and Analysis (FP&A) Forecasting CFO 40

PYMNTS

APRIL 29, 2016

Now, however, that plan seems to moving ahead full steam. Western Union just put its toe in the bitcoin/blockchain waters. It announced an investment in Digital Currency Group, a bitcoin/blockchain startup-focused investment firm, which includes former Treasury Secretary Larry Summers, who is serving as an advisor and also put money up.

Currencies 42

Currencies Auditing Finance Economics 42

Musings on Markets

OCTOBER 6, 2023

The resulting debate among accountants about how to bring intangibles on to the books has spilled over into valuation practice, and many appraisers and analysts are wrongly, in my view, letting the accounting debate affect how they value companies.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

PYMNTS

APRIL 18, 2016

They’re software programs that make performing repetitive tasks simple and fast – way faster than human beings could ever do. Until about a couple of weeks ago, bots were mostly thought of as the last four letters of a word that began with “ro” and a concept that even Alphabet decided might not be ready for prime time. Remember ZeuS ?

Communication 47

Communication Leverage Advertising Entertainment 47

Barry Ritholtz

DECEMBER 5, 2023

What was the original career plan? Michael Fisch : 00:01:39 [Speaker Changed] The original career plan was to be employed and provide a safety net for my mother and my two sisters. The transcript from this week’s, MiB: Michael Fisch, American Securities , is below. Michael Fish is co-founder and CEO of American Securities.

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Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

PYMNTS

SEPTEMBER 3, 2019

Uber removed the uncertainty of getting a taxi and the planning required to book a ride by making reliable, high-quality and trackable car service available on demand. The famous 17 th -century political satirist and author, Jonathan Swift , wrote in 1745 that “vision is the art of seeing things invisible.” But it’s only just begun.

Transportation 89

Transportation Accounting B2B Securities 89

CFO Share

APRIL 25, 2022

You will experience the same frustration when planning a business using messy financials – searching for answers in nonsense data, growing frustrated, and eventually giving up doing things the right way instead of making decisions based on instinct. . Execute the cleanup plan. Step 1: Examine the books and develop a cleanup plan.

Accounting 72

Accounting Valuation Planning Financial Reporting 72

CFO Talks

DECEMBER 26, 2021

CIARAN RYAN: Is that close to where you were living because you’re now in Johannesburg but was that university quite close to where you were living? Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations.

CFO 68

CFO Construction Finance Education 68

PYMNTS

OCTOBER 18, 2016

The Wall Street Journal reported that Amazon is expanding its grocery delivery services , and curbside pickup and convenience stores are being planned nationwide. Grocery is the biggest category in consumer spending, and it is the next retail segment for the powerhouse to dominate following books, electronics and clothes.

Profit and Loss 57

Profit and Loss Valuation B2B Transportation 57

CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. Executive Summary. Welcome back to the 307th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Stacey Hyde.

Planning 130

Planning Accounting Compliance Math 130

Centage

JUNE 12, 2023

We’ve had many conversations with our customers and there are several common pain points that we are hearing when it comes to putting together an accurate manufacturing budget and plan that can be relied upon to maintain stability and support growth. Today, it’s a fast-paced business world. That’s a lot of moving parts.

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

PYMNTS

MAY 9, 2016

I laid out my thesis last week , with respect to Apple’s struggles, by giving you my take on why Apple seems to now play fast and loose with the numbers. People are holding onto their phones longer and there has to be a real “WOW” factor for people to trade their $600+ phones in every year or two – even with the Apple installment plan.

Sales 42

Sales Retail Concentration Leverage 42

Barry Ritholtz

JANUARY 30, 2024

What was the career plan? 00:02:24 [Speaker Changed] So, I don’t know if it was so much a plan. I was just at a college and I loved the media business, you know, thinking about how did, why did I land at Disney as my first job? So my father was a book publisher and my mother was an antiques dealer.

Investments 57

Investments Technology Leadership Marketing 57

Barry Ritholtz

OCTOBER 1, 2022

. • TikTok: Will posting salaries online close the pay gap? Faster, perhaps, than many investors anticipate. The mysterious ad slump of 2022 : Four theories on why ad sales are plummeting even as the economy is doing fine. ( Faster, perhaps, than many investors anticipate. Ruffer ). • New York Times ). Ruffer ). •

Economics 65

Economics Sales Numbers Planning 65

The Finance Weekly

JULY 19, 2022

That's why we've put together this list of the best FP&A tools on the market, including what each one is, how it can benefit you, and where you can find it. Why do you need FP&A? FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. Why do you need FP&A?

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96

The Finance Weekly

OCTOBER 13, 2021

Many corporate leaders are now wrestling with how to keep up with demand as the US economy recovers faster than anticipated. The case for why business model innovation is critical for many businesses emerging from the pandemic and how it may support consumer behavior shifts is apparent. It all boiled down to one thing - speed.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year. Executive Summary.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

MARCH 5, 2024

00:01:59 [David Snyderman] I don’t know why I thought I could, but I definitely thought I could at the time and so I wanted to play at the highest level possible.  The transcript from this week’s, MiB: David Snyderman, Magnetar Capital , is below. 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News. There you go.

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Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

CFO News Room

NOVEMBER 8, 2022

Executive Summary. Welcome back to the 306th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Cean Kenefick-Rogers.

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Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 22, 2022

Executive Summary. Welcome back to the 308th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Matthew Blocki. Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. Executive Summary. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

NOVEMBER 8, 2022

His book on the history of speculation and manias and bubbles, “Devil Take the Hindmost” is just legendary. His latest book could not be more timely, “The Price of Time: The Real Story of Interest,” it’s all about the history of interest rates, money lending, investing speculation, funded by banks and loans and credit.

Valuation 57

Valuation Finance Investments Banking 57

Barry Ritholtz

FEBRUARY 13, 2023

 The transcript from this week’s, MiB: Rick Rieder, BlackRock’s CIO of Global Fixed Income , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He holds all sorts of fascinating titles in addition to chief investment officer for bonds.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.  . Transcript: MiB: Luis Berruga, Global X ETFs. The transcript from this week’s, MiB: Luis Berruga, CEO, Global X ETFs , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. billion deal.

Investments 61

Investments Marketing Numbers Risk Management 61

PYMNTS

FEBRUARY 18, 2019

For the full year, Uber bookings totaled to about $50 billion. Uber gross bookings increased 11 percent year over year in Q4 2018, reaching $14.2 That double-digit increase was particularly important to watchers, as growth in gross bookings had stalled in the single digits for all of 2018 prior to Q4. Revenue Growth.

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Profit and Loss Transportation Advertising Accounting 73