Musings on Markets

JANUARY 10, 2025

For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing what I find with anyone who is interested. Since I teach corporate finance and valuation, I find it useful to break down the data that I report based upon these groupings.

Corporate Finance 119

Corporate Finance Valuation Finance Numbers 119

PYMNTS

MARCH 4, 2020

The enterprise resource planning ( ERP ) system has been a staple of corporate finance operations for years, acting as a central repository of data and a hub to initiate a range of processes, from accounting to procurement. But the ERP of today doesn’t look like it used to.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

Musings on Markets

JANUARY 5, 2024

In this, the first of the data posts for this year, I will describe my data, in terms of geographic spread and industrial breakdown, the variables that I estimate and report on, the choices I make when I analyze data, as well as caveats on best uses and biggest misuses of the data. Financing Flows 5.

Valuation 105

Valuation Financial Analysis Analyzing Data Profit and Loss 105

PYMNTS

OCTOBER 7, 2019

In a press release late last week, Alight announce the launch of Eloise, its artificial intelligence (AI)-powered virtual assistant for payroll officials that aggregates and analyzes data. Virtual assistants are a growing technology not only in corporations, but also in corporate finance functions.

Analyzing Data 46

Analyzing Data Corporate Finance Auditing Leverage 46

PYMNTS

MARCH 1, 2018

“Spreadsheet” can be a four-letter word in corporate finance, but analysts say professionals continue to rely on the manual tool for everything from reconciliation to payroll. We’ve seen CFOs increasingly take on the role of chief data officers in their organizations,” said Adaptive Insights CFO Jim Johnson in a statement. “At

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Analyzing Data Corporate Finance Reconciliations 40

Musings on Markets

JANUARY 12, 2021

Last week, was my data week, where I download and analyze data on all publicly traded companies, listed anywhere in the world, and I will post extensively on what the numbers look like after a most tumultuous year. The class times for the coming semester are below: Corporate Finance: Mondays & Wednesdays, 12.30

Valuation 52

Valuation Corporate Finance Finance Investments 52

Centage

DECEMBER 13, 2021

Without connected data teams have limited ability to predict future performance to inform current decisions. Nick Fischer: Finance teams need to do three things: compile data, analyze data, and then use that data to advise leadership decision making. What do the experts advise?

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 84