The Finance Weekly

OCTOBER 30, 2024

It’s really a strategy for handling the money coming in and going out of an organization, making sure there’s enough liquidity to pay bills, invest, and handle any unexpected expenses. Effective cash management is a cornerstone of financial health for businesses of all sizes.

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

CFO News Room

DECEMBER 22, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. Just as a note of warning, this is my quirky version of accounting, and I don’t follow the accounting script in this class.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

Musings on Markets

FEBRUARY 18, 2025

The first was the response that I received to my last data update , where I looked at the profitability of businesses, and specifically at how a comparison of accounting returns on equity (capital) to costs of equity (capital) can yield a measure of excess returns. Even with this very simplistic example, there are useful implications.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

CFO News Room

JANUARY 27, 2023

Investing in the stock market, real estate, or crypto has never been easier. Gone are the days when you had to be an expert or work with a stock broker to buy company shares or invest your money. You can invest your money in several ways, with options for every level of risk tolerance and investment understanding.

Investments 130

Investments Education Accounting Finance 130

CFO News Room

JANUARY 25, 2023

For much of the last two years, rather than teach my classes in a classroom, I taught my classes from my home office, making a few low-cost, low-tech investments to improve my set up. I have always described myself as a teacher , first and foremost, but like many of you, COVID has been a disruptor.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

Future CFO

JANUARY 22, 2024

The accounting industry is undergoing profound transformation due to rapid technological advancements across all sectors in the market. Changes from manual record-keeping to sophisticated software solutions has undeniably shifted the accounting landscape, bringing in an era of heightened efficiency and accuracy.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

PYMNTS

MAY 13, 2019

The rise of small business (SMB) accountants as financial advisors to their clients has emerged in parallel with a surge of back-office software solutions. As SMBs embrace cloud-based platforms, data integration across those systems is an integral part of effective accounting solutions.

Accounting 61

Accounting Compliance Prioritization Financial Analysis 61

CFO Simplified

DECEMBER 12, 2021

The terms “finance” and “accounting” are often used interchangeably. There are, however, very real differences between finance and accounting. While many business owners look for a CFO to bolster their existing accounting team, here at CFO Simplified, we consider that a CFO would be categorized squarely in the finance category.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

CFO Plans

AUGUST 16, 2024

Whether you’re a seasoned property mogul or a budding real estate enthusiast, having a solid grasp of the tax implications tied to your investments is essential. This is where expert financial advisors and comprehensive accounting services come into play. Knowing which expenses qualify can save you a considerable amount.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO Plans

SEPTEMBER 24, 2024

In the ever-evolving landscape of 2024, small businesses must navigate a sea of financial complexities to stay competitive and thrive. Comprehensive accounting solutions are the lifeboat, offering the essential tools and expertise to streamline financial operations.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

The Charity CFO

MAY 31, 2022

Even on nonprofit financial committees, some members may be skilled in accounting, others in banking, and others in investing or financial analysis. But if you bring zero experience in accounting or financial management to your organization, that’s okay. Step #1: Money In / Money Out.

Nonprofit 98

Nonprofit Finance Auditing Accounts Payable 98

Musings on Markets

DECEMBER 21, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. Link to accounting class Just as a note of warning, this is my quirky version of accounting, and I don’t follow the accounting script in this class.

Valuation 99

Valuation Corporate Finance Finance Financial Analysis 99

Fpanda Club

SEPTEMBER 2, 2021

Planning, budgeting and forecasting are linked together forming financial planning processes. Financial analysis is a type of economic analysis based on the financial data and focused on the assessment of stability and evaluation of profitability of a company, business or project.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

Musings on Markets

JANUARY 5, 2024

In pursuit of an answer to that question, I used company-specific data from Value Line, one of the earliest entrants into the investment data business, to compute an industry average. Return on (invested) capital 2. Excess Returns on investments 4. Dividends and Potential Dividends (FCFE) 1. Buybacks 2. Equity Risk Premiums 2.

Valuation 105

Valuation Financial Analysis Analyzing Data Profit and Loss 105

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. That said, to use mean reversion in analysis or investing, you need to know what these averages are, either over time or across companies, and data can help in that pursuit.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. AI is a tool and not a replacement for finance professionals.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Future CFO

MAY 1, 2024

For this year’s FutureCFO Awards, we discussed matters of interest and importance with three outstanding financial controllers in their respective industries, asking them what is of significance for and in the role.

Leadership 98

Leadership IFRS Finance Communication 98

Musings on Markets

DECEMBER 15, 2021

For much of the last two years, rather than teach my classes in a classroom, I taught my classes from my home office, making a few low-cost, low-tech investments to improve my set up. The place to start is with accounting. My classroom teaching at Stern has been mostly corporate finance and valuation, to both MBAs and undergraduates.

Corporate Finance 83

Corporate Finance Valuation Finance Investments 83

CFO Talks

DECEMBER 5, 2024

With over 15 years of experience in financial management, she has held key roles at Nedbank, Imperial Bank, and Regiments Capital, where she developed expertise in corporate finance, reporting, and business strategy. What key skills should a newly qualified accountant develop on their path to becoming a CFO?

CFO 52

CFO Finance Accounting Communication 52

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth. Planning: this is the first stage of every business activity.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

CFO Plans

SEPTEMBER 24, 2024

Enter affordable virtual CFO services—a game-changer that offers scalable financial strategies tailored specifically for startups. Discover affordable virtual CFO services that can transform your startup’s financial management today. Learn more about cloud-based accounting solutions today.

Startups 52

Startups CFO Financial Analysis Risk Management 52

Spreadym

OCTOBER 3, 2023

FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A) 59

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

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Businesses are really seeking ways to harness data to leverage their data.

Finance 98

Finance CFO Forecasting Leadership 98

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers. Marrying Tech With Accountants.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

The Charity CFO

JUNE 7, 2023

Statement of Activities Financial Uses Assessing Revenue Sources : Analyze the various revenue sources of a nonprofit, such as donations, grants, program fees, and investment income. This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. accounts payable, loans).

Nonprofit 52

Nonprofit Accounts Payable Budgeting Financial Analysis 52

Future CFO

DECEMBER 6, 2023

Coming out from a period of significant opportunistic investments, the focus is on reaping the benefits from those capital expenditures and ensuring the Group maintained its momentum to prepare properly so that we are in the right position when the market recovers,” said Maniego-Eala.

CFO 98

CFO Finance Financial Analysis Transportation 98

CFO Plans

JUNE 13, 2024

Discover How Fractional CFO Services Can Transform Your Business Understanding the Role of Fractional CFOs Fractional CFOs are seasoned professionals who share their financial prowess with multiple companies part-time. They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

SEPTEMBER 24, 2024

Unlocking the Power of Virtual Accounting Services for Small Businesses Virtual accounting services for small businesses provide access to high-quality financial expertise without the hefty price tag. These services offer numerous benefits, including cost savings, flexibility, and access to a wide range of financial expertise.

CFO 52

CFO Startups Tax Planning Accounting 52

Adam Kae

JANUARY 23, 2020

Think of the other factors your company encompasses: customer services, marketing, accounting, and more. For example, you may be investing a significant amount to a marketing initiative that isn't receiving a strong ROI. While this may come back to a marketing standpoint, your marketing investments do ultimately affect your revenues.

Financial Analysis 52

Financial Analysis Finance Forecasting Numbers 52

Centage

SEPTEMBER 11, 2023

Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis. Improving Accountability Fostering accountability within your organization is another big advantage budget vs actuals analysis gives you.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

CFO Plans

JUNE 7, 2024

Discover How Fractional CFO Services Can Transform Your Business Understanding the Role of Fractional CFOs Fractional CFOs are seasoned professionals who share their financial prowess with multiple companies part-time. They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. Resource Allocation: Financial Planning and Analysis helps organizations allocate their resources effectively.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

CFO Plans

OCTOBER 9, 2024

This diligence enabled them to claim substantial deductions, significantly reducing their tax burden and enhancing their financial health. As a result, they were able to invest more in innovation, fueling further growth. Consider the case of a mid-sized tech firm that meticulously tracked its research and development expenses.

Compliance 52

Compliance Tax Planning CFO Concentration 52

CFO Talks

MARCH 20, 2024

Think of a Controller as the head of getting day-to-day money matters right, like making sure every penny is accounted for and reports are spot-on. It’s about making plans for the company’s financial future and finding ways to make the business better. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52