Barry Ritholtz

DECEMBER 11, 2024

At The Money: Optimizing Personal Health in Finance , with Phil Pearlman (December 11, 2024) Wall Street is always looking for an edge over the competition. So if our benchmark is the S& P 500, we’re a money manager, and we make 25 percent in a year when the market’s up 20%.

Finance 59

Finance Marketing Benchmarking Banking 59

Global Finance

FEBRUARY 4, 2025

Supply chain finance boosts resilience, liquidity, and ESG goals amid deglobalization and technological shifts. As the world edges toward an age of deglobalization, supply chain finance (SCF) is increasingly seen as a powerful tool for enhancing supply chains resilience and flexibility. billion in 2024 and is expected to reach $15.2

Finance 52

Finance Invoicing Banking Manufacturing 52

Fpanda Club

FEBRUARY 5, 2024

Finance business partnering is not a new concept and has been around for a while. “ The success …depends on the extent to which finance men are capable of looking outside finance and playing an active, rather than a passive, role in the business. ” Well, not just for a while, for more than 60 years. “

Finance 130

Finance Analyzing Data Communication Benchmarking 130

Global Finance

FEBRUARY 4, 2025

Aurlien Viry, CEO, and Gilbert Cordier, head of Supply Chain Finance at Societe Generale Factoring, discuss how fintech partnerships and sustainability-linked supply chain finance help meet their clients goals. Global Finance: Societe General recently established a collaborative relationship with CRX Markets, a German fintech.

Finance 59

Finance Benchmarking Banking Sales 59

PYMNTS

APRIL 23, 2019

Business management technology provider Sage is rolling out a new solution designed to help construction firms track the health of company finances and compare performance against industry peers. The integration also means Sage users can automate their submission of data to the Benchmarker Survey.

Benchmarking 46

Benchmarking Construction Finance Accounts Payable 46

CFO Thought Leader

DECEMBER 9, 2024

Joanne Chengs career had already carried her through multiple successful exits and finance leadership roles when an unexpected opportunity arose. The company was still smalljust about 90 peopleand lacked a finance team. She saw, firsthand, the immense value this product could bring to finance leaders. Jellyfish www.jellyfish.co

Leadership 52

Leadership CFO Benchmarking Finance 52

Fpanda Club

MARCH 1, 2021

The finance function now plays a crucial role in many organizations supporting and driving effective business decisions, and this is exactly the responsibility of FP&A standing at the crossroads of finance, strategy and technology to leverage data and generate insights. Sources: 1. APQC, AFP Next level of FP&A study, 2019 2.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

CFO Talks

MARCH 28, 2025

With over two decades of experience, Meriam offered a deep dive into the Performance Management Working Groups mission, the tools they’ve developed, and how finance professionals globally can future-proof their performance frameworks.

Benchmarking 52

Benchmarking Leadership CFO Finance 52

Future CFO

MARCH 1, 2023

Gartner says finance transformation encompasses strategic initiatives designed to revolutionise the way the corporate finance function manages its strategy, processes, internal controls, and financial reporting. CFOs must accelerate their finance transformation journey towards autonomous finance or risk falling behind.

Finance 91

Finance Benchmarking Compliance SAP 91

Global Finance

MARCH 2, 2025

Global Finance: Can you briefly describe what your model does? Now, we know from the academic literature that three years before the fraud, they tend to beat earnings benchmarks. The post Forecasting Future Fraud: Q&A With Joanne Horton Of Warwick Business School appeared first on Global Finance Magazine.

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

Accountancy Today

JANUARY 12, 2024

FRP Corporate Finance has advised food and beverage (F&B) market research agency, Cambridge Market Research (Cambridge MR) on the sale to Food Innovation Solutions Group (FIS Group). With over 30 years of independent sourcing and reviewing, Foodfax has compiled over 30,000 assessments covering 450+ food and drink categories.

Corporate Finance 96

Corporate Finance Finance Sales Benchmarking 96

Future CFO

APRIL 12, 2023

Delivering products even Accenture's The Cloud First CFO Study – 2022 edition reveals that in a survey of 740 finance leaders across 15 industries and 11 countries, 39% say the CFO now leads the cloud journey for the whole enterprise. The delivery covers 98% area of Indonesia and 41 international countries to date.

Finance 98

Finance Benchmarking CFO Data Analysis 98

CFO Thought Leader

DECEMBER 9, 2024

Joanne Chengs career had already carried her through multiple successful exits and finance leadership roles when an unexpected opportunity arose. The company was still smalljust about 90 peopleand lacked a finance team. She saw, firsthand, the immense value this product could bring to finance leaders. Jellyfish www.jellyfish.co

Leadership 52

Leadership CFO Benchmarking Finance 52

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

Cube Software

JULY 1, 2024

Key financial metrics for benchmarking Financial metrics are the backbone of strategic planning and decision-making for any finance leader. They provide a quantifiable means to assess your company's financial performance, identify strengths and weaknesses, and set realistic goals.

Benchmarking 52

Benchmarking Strategic Planning Planning Finance 52

Global Finance

MARCH 27, 2025

Global Finance: Can you share the key tenets of your SME strategy and how it aligns with the banks overall vision? AM: Boubyan offers SMEs a full suite of services, including business financing, payroll solutions, a B2B marketplace, and specialized advisory services.

Banking 52

Banking Benchmarking Finance B2B 52

CSC Advisors

DECEMBER 17, 2024

However, qualifying for an SBA loan requires meeting specific benchmarks set by both the SBA and lenders like Cornerstone Capital Advisors. ” this guide will walk you through the key criteria and help you understand if this financing option aligns with your business goals. Creditworthiness A strong credit history is crucial.

Profit and Loss 52

Profit and Loss Benchmarking Startups Securities 52

CFO News Room

FEBRUARY 5, 2022

But unlike other Budget Days, benchmarks ended the day in the green, as investors cheered a growth-oriented Budget. The government’s record borrowing plans for the next financial year sent benchmark bond yields to two-and-a-half years high. The finance minister also said the IPO of LIC will be announced soon.

Budgeting 130

Budgeting Marketing Benchmarking Manufacturing 130

Fpanda Club

APRIL 18, 2022

FP&A team’s internal customers expect finance professionals to be more interactive and be able to communicate information and insights in the most efficient way. Within the FP&A function SWOT analysis can be used, for example, in self-assessment purposes which can be done with the help of internal customers and benchmarks.

Financial Planning and Analysis (FP&A) 130

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

CFO News Room

FEBRUARY 5, 2022

The new benchmark 6.54%-2032 bond yield ended 14 basis points higher at 6.8279%, compared to 6.6841%. The old benchmark 6.10%-2031 bond yield ended 16 basis points up at 6.8458%, as against 6.6829% close on Monday. lakh crore and a revised fiscal deficit of 6.9% for the current fiscal year, higher than the earlier estimate of 6.8%.

Budgeting 130

Budgeting Marketing Benchmarking Planning 130

Fpanda Club

MAY 17, 2022

According to the surveys 85% of finance professionals consider budget to be a valuable tool and 68% disagree that it adds little value. From the finance and FP&A perspective, annual planning process has at least one undeniable advantage: this is an amazing team building activity. References: 1.

Budgeting 147

Budgeting Planning Benchmarking Leadership 147

CFO News Room

FEBRUARY 2, 2022

The yield on the new benchmark 10-year government securities inched up again on Tuesday, albeit marginally, to 6.85%, having risen by 15 basis points in the previous day. The benchmark has risen 40 basis points (bps) so far in 2022 on top of the 56 bps in 2021. The Centre’s gross market borrowing is estimated at Rs 10.47

Budgeting 130

Budgeting Benchmarking Economics Finance 130

Generation CFO

DECEMBER 20, 2021

I am sure not many finance staff would have heard of the ‘Bradford Factor’ a few years ago, but now it could well be one of many drivers! All of this, of course, supports the planning process and benchmarking between organisations. Where performance management used to be purely the domain of finance, HR can now be heavily involved.

Planning 131

Planning Benchmarking Concentration Budgeting 131

Collectiv

JANUARY 24, 2025

Did you know that 96% of finance teams still rely on spreadsheets for planning and 93% rely on them for reporting? I dont about you, but its pretty surprising to see spreadsheets dominating in AFPs 2025 FP&A Benchmarking Survey Report. For many finance teams, the spreadsheet trap is a hard habit to break.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

APRIL 1, 2019

Such is the case with supply chain finance, which involves coordination between many parties in a supply chain, and within countless unique circumstances impacting the flow of money between buyers and suppliers (and financiers). Yet, not all financial services can — or should — be a one-size-fits-all tool. Uber-izing SCF.

Finance 73

Finance Accounts Payable Invoicing Benchmarking 73

PYMNTS

NOVEMBER 2, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. Clients will also be able to use the data for an enterprise use case, the release stated.

Credit Risk 85

Credit Risk Benchmarking Risk Management Economics 85

CFO News

NOVEMBER 22, 2024

India is setting standards in pharmaceuticals and like the US Food and Drug Administration (FDA), we should also aim to create Bharat Food and Drug Administration (FDA) for global standards and benchmarks, Union Finance Minister Nirmala Sitharaman has stressed.

Benchmarking 40

Benchmarking Pharmaceutical Finance 40

VCFO

NOVEMBER 1, 2023

They can also be used to calculate and benchmark certain KPIs that are applicable to the industry to ensure that they are in line and support funding objectives. The post Strategic Finance Focus at Year-End appeared first on vcfo. If debt is required, the plan will calculate projected covenant ratios.

Finance 88

Finance Strategic Planning Auditing CFO 88

Global Finance

OCTOBER 22, 2024

The three subsequent challenges are digitizing treasury functions, managing real-time data feeds for accurate reporting and benchmarking performance. “I The post Treasury Turns To Banks For Technology appeared first on Global Finance Magazine. The fifth challenge is accessing capital funding from non-bank lenders. “We

Treasury 105

Treasury Technology Banking Benchmarking 105

The Finance Weekly

JANUARY 19, 2023

The modern CFO must possess both expertise in operational and strategic finance to meet the evolving needs of business and the finance function. What is Operational Finance? Operational finance is the aspect of the finance function that deals with the daily operations and running of a business.

Leadership 98

Leadership CFO Benchmarking Finance 98

E78 Partners

APRIL 16, 2025

Yet, many finance and IT leaders still treat Technology Expense Management (TEM) as an afterthought, a reactive function focused on invoice processing or software license tracking. Optimization & Cost Rationalization Using market benchmarks and internal performance data, we identify inefficiencies and negotiate improved vendor terms.

Technology 52

Technology Auditing Invoicing Benchmarking 52

PYMNTS

NOVEMBER 3, 2020

Bloomberg clients will now have the ability to harness the firm’s terminal to examine Credit Benchmark’s risk data, which comes from the risk views of the biggest financial institutions in the world. Everlink, FINTAINIUM Team up to Offer Real-Time B2B, B2C Payments.

B2C 122

B2C Banking Benchmarking B2B 122

CFO News Room

FEBRUARY 5, 2022

Resilience, inclusive growth, and technology-enabled development – the Budget 2022 by finance minister Nirmala Sitharaman aims to create an enabling framework to achieve these three benchmarks. The finance minister has also focused on empowering India’s small businesses. Stepping up capex to Rs7.5 By Vidit Aatrey.

Budgeting 130

Budgeting Manufacturing Economics Concentration 130

Global Finance

OCTOBER 7, 2024

Benchmark tech analyst Cody Acree argues that a private equity firm like Apollo is a better fit for struggling Intel. Qualcomm would likely need to finance an Intel acquisition through a combination of debt and stock. The post Intel In Crosshairs Of Apollo, Qualcomm appeared first on Global Finance Magazine.

Math 93

Math Benchmarking Manufacturing Finance 93

CFO News Room

FEBRUARY 4, 2022

In recent trading, the yield on the benchmark 10-year U.S. The Treasury Department building in Washington. Photo: Stefani Reynolds/Bloomberg News. government bond yields climbed sharply after a strong January jobs report. Treasury note was 1.883%, according to Tradeweb, compared with 1.825% Thursday.

Treasury 130

Treasury Benchmarking Forecasting Marketing 130

Global Finance

APRIL 5, 2025

Resilience, coupled with some slightly sunnier macroeconomic conditions, suggests that M&As and initial public offerings (IPOs) in 2025 could maintain momentumdespite certain aspects of corporate finance currently being on the downtrend. The majority were in sustainable finance, where the bank has committed to facilitate $10.9

Mergers and Acquisitions (M&A) 52

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

PYMNTS

JUNE 26, 2020

One issue is how to finance a pivot, a challenge the luggage company faced. Ultimately, the luggage company secured a working capital loan from Payoneer to help finance its pivot. We have nothing to benchmark it against. Access to capital has been tough for everyone in this environment,” McNicoll said.

Retail 127

Retail Benchmarking Finance eCommerce 127