Barry Ritholtz

DECEMBER 6, 2024

David has also held leadership positions at Oracle, Central Point and Lotus Development. Kims funds have beaten their benchmark over the past decade; his new AI-focused fund, the iShares A.I. This week, we speak with David Roux , Executive Chairman of BayPine , a private equity firm focused on digital transformation.

Benchmarking 52

Benchmarking Leadership Technology Investments 52

The Charity CFO

MARCH 22, 2024

Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? In addition to identifying KPIs, you’ll need to establish benchmarks for success. After choosing KPIs and their benchmarks, you can start incorporating data insights into strategic planning. Get the free guide!

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Fpanda Club

MARCH 14, 2021

This assumes continuous improvement towards maximum efficiency to free up time for strategic leadership, leading by example in productivity increase, development and use of new skills and knowledge, including understanding of process improvement methods and technologies, such as lean approach. Download this article

Finance 130

Finance Benchmarking Transportation Accounts Payable 130

VCFO

MAY 17, 2024

Qualitative Factors Your company’s culture, leadership, and operational capability are pivotal in determining its market value. Benchmarks A v360 roadmap also benchmarks your company against peers in your industry.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

The Finance Weekly

JULY 14, 2024

These documents serve as valuable resources, enabling the leadership team to evaluate the plan's success. Sometimes, the leadership team sticks to broader categories and lets department heads submit budget requests later, once they figure out what their team needs to make the plan work.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

CFO Leadership

OCTOBER 10, 2022

Research conducted for Robert Half’s 2022 Benchmarking Report found that staff retention is significant concern for 87% of employers in the United States. Senior leadership should help ensure that these managers have the tools and support they need to assume the rock star role successfully. Other BLS data shows that 4.2

Leadership 105

Leadership Benchmarking CFO Communication 105

Centage

DECEMBER 1, 2021

They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. But times have changed – which is why financial forecasting is more important than your annual budget.

Forecasting 98

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

Future CFO

MAY 1, 2024

The Coffee Bean & Tea Leaf ), says the appeal of the financial controller position lies in blending analytical depth with visionary leadership, overseeing financial strategies across sectors. Succeeding amid challenges “Success as a controller relies on an entrepreneurial mindset, analytical rigour, and adept leadership,” says Leonardo.

Leadership 98

Leadership IFRS Finance Communication 98

CFO Leadership

APRIL 4, 2023

For instance, say you’ve thrown together an email for your team on performance benchmarks and the email seems too lengthy. The post Should CFOs Use ChatGPT first appeared on CFO Leadership. The post Should CFOs Use ChatGPT appeared first on CFO Leadership. We’ve polled CFOs about the skills they’d like to improve.

Leadership 98

Leadership CFO Communication Benchmarking 98

CFO Leadership

APRIL 10, 2023

Duty of Care Best Practices A global benchmarking study from International SOS was designed so organizations worldwide could compare duty of care policies and develop best practices to protect and support the global mobility of their employees and dependents. The post Navan’s Modern Approach to Duty of Care first appeared on CFO Leadership.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO News Room

NOVEMBER 4, 2022

Representation goals — whether based on industry benchmarks or population data for the appropriate city, state, or country — are one component, but it’s equally important to incentivize leaders and create accountability systems to help make those strategies a success. This is a leadership pattern so pervasive it has a name: the “ glass cliff.”

Investments 100

Investments Leadership Accounting Analyzing Data 100

E78 Partners

APRIL 26, 2024

The team at E78 Partner’s understands how frustrating inventory challenges can be for IT leadership. TEM benchmarking involves comparing an organization’s technology expenses, processes, and performance against industry standards or similar companies to identify areas for improvement and optimization. Shadow order & MACD activity.

Technology 64

Technology Benchmarking Auditing Invoicing 64

VCFO

JANUARY 20, 2023

In most cases, developing a compensation philosophy and strategy is a collaborative effort across one’s executive team with key guidance provided by the organization’s compensation or HR leadership. Solid job descriptions are especially important when compensation and salary benchmarking are carried out.

Benchmarking 74

Benchmarking Education Leadership Compliance 74

CFO Leadership

MARCH 31, 2022

According to the 2022 AFP Payments Cost Benchmark Survey, just 25% of organizations surveyed said they used them. The post Credit cards: The working capital tool for the digital era appeared first on CFO Leadership. The best kept secret. Virtual cards are completely digital and are best for paying invoices.

B2B 93

B2B Invoicing Benchmarking Numbers 93

CFO Leadership

OCTOBER 10, 2023

The latter, for example, is an offering that Bloomberg says can “ bring the full potential of AI to the financial domain ” and create entirely new workflows, economic analyses and financial benchmarks for its customers. The post Preparing Your Finance Organization for the New Era of AI first appeared on CFO Leadership.

Financial Planning and Analysis (FP&A) 115

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

Future CFO

MARCH 1, 2023

To create more business impact, finance functions may need to reimagine their strategy, leadership, operating model, talent and/or technology ,” said the analyst. Industry benchmarks : Benchmarking data from similar organisations can help provide context for the metrics being measured.

Finance 91

Finance Benchmarking Compliance SAP 91

VCFO

JANUARY 27, 2022

Implementing EOS, or a similar system, will help you and your leadership team get better at three important things: Vision – Get everyone in your organization 100% on the same page with where you’re going and how you plan to get there. Healthy – Help your leaders become a more cohesive, functional, healthy leadership team.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

VCFO

MAY 30, 2024

For financial factors, this includes actions such as employing add-backs and adjustments to support accurate benchmarking, recognizing and reflecting one-time expenses, and ensuring accurate and properly prepared financial statements. We’ve sat in your leadership seat. creditors, potential investors, etc.) will view these measures.

Strategic Planning 91

Strategic Planning Planning Benchmarking Leadership 91

Barry Ritholtz

JULY 11, 2023

Wall Street Journal ) see also Five Revealing Pictures : Professional money managers do well on their “slower”, buying decisions (actually well enough to beat benchmark portfolios!). She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients.

Benchmarking 78

Benchmarking Leadership Investments Marketing 78

Future CFO

APRIL 3, 2024

The data analysis, which was made by Shir Dekel , Analytics and Survey Design Expert, Global Thought Leadership at PwC, shows that higher rates of resource reallocation are associated with higher profit margins, suggesting that most companies could increase profitability by reallocating more actively.

Benchmarking 52

Benchmarking Data Analysis Leadership Finance 52

PYMNTS

AUGUST 30, 2017

The search for a new CEO of the embattled ride-hailing company comes at a time when Uber is also fighting with one of its shareholders, Benchmark Capital. Benchmark is embroiled in a board battle with Kalanick, filing a lawsuit to eliminate three board seats which were added under the leadership of the former CEO.

Benchmarking 40

Benchmarking Valuation Leadership Technology 40

VCFO

DECEMBER 20, 2021

It’s the “golden rule” for a reason – ageless advice and a good benchmark to vet your decisions and actions against. Walk the talk of leadership by instilling, demonstrating, and advocating for the values that we believe in and that drive our companies to succeed. Speak and act with integrity and transparency.

Problem Solving 52

Problem Solving Benchmarking Leadership Education 52

CFO Leadership

MARCH 31, 2022

The Association for Financial Professionals (AFP) 2022 Payments Cost Benchmarking Survey found that 73% of organizations are now transitioning from checks to electronic payments. 2020 CRF-NACHA Survey on CRF Member Payment Benchmarks. The post 8 ways payment automation makes cash management better appeared first on CFO Leadership.

Cash Management 52

Cash Management Benchmarking Invoicing Leadership 52

PYMNTS

AUGUST 28, 2017

According to a news report in Reuters , citing Jeff Immelt’s Twitter feed, the GE chairman said: “I have decided not to pursue a leadership position at Uber,” adding that he had “immense respect for the company & founders.”.

Benchmarking 40

Benchmarking Valuation Leadership Technology 40

The Finance Weekly

JULY 14, 2024

These documents serve as valuable resources, enabling the leadership team to evaluate the plan's success. Sometimes, the leadership team sticks to broader categories and lets department heads submit budget requests later, once they figure out what their team needs to make the plan work.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. I want to put that in context of leadership.

Leadership 111

Leadership Investments Profit and Loss Technology 111

Barry Ritholtz

FEBRUARY 17, 2025

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. So value, growth and core has outperformed the benchmark or passive strategies over the last decade.

Investments 59

Investments Economics Marketing Benchmarking 59

VCFO

SEPTEMBER 21, 2023

You can learn how you compare to your competitors and best in class by benchmarking your performance to a peer group. For instance, if your benchmarking shows a gross profit margin below the industry, that may signal excessive Cost of Goods Sold or Cost of Sales, suggesting operational or supplier agreement issues.

Valuation 84

Valuation Marketing Benchmarking CFO 84

The Charity CFO

DECEMBER 20, 2023

How does one help clients understand their benchmarking? An organization is comparable to another within the same industry, and therefore they use each other to gauge success when it comes to meeting KPI goals and industry benchmarks. As a bonus, they also offer leadership development and coaching for their clients.

Nonprofit 52

Nonprofit Benchmarking Healthcare Restructuring 52

Future CFO

MAY 2, 2023

Another good starting point is to look at other companies of similar size and scale within the same industry, which have already gone through a finance transformation process, as a benchmark for your organisation. These metrics need to be concrete, measurable and directly linked to transformation outcomes.

Finance 52

Finance Benchmarking Communication Education 52

The Charity CFO

JULY 17, 2023

Define Expectations Through Benchmarks and Other Metrics Before you can figure out if your nonprofit is healthy, you have to define what healthy means to your organization. Work with stakeholders like donors, fundraising heads, program leaders, and others to determine what metrics and benchmarks should be used.

Nonprofit 52

Nonprofit Benchmarking Auditing Compliance 52

VCFO

MAY 26, 2022

The process is generally led by the HR Executive with leadership team collaboration. Historically, examining compensation strategy and conducting compensation benchmarks has largely been an annual or, in some cases, even less frequent endeavor.

Communication 80

Communication Benchmarking Construction Leadership 80

Future CFO

JULY 19, 2021

Raymond Cheng, President of HKICPA and Chairman of Judging Panel of Best CG & ESG Awards 2021.

Benchmarking 52

Benchmarking Risk Management Leadership Communication 52

CFO Thought Leader

OCTOBER 1, 2023

Leet concludes: “My team and I had this sense of ownership, in that we took personally the success or failure of the acquired companies—and because of this, we were able to step up and play a broader leadership role.” They’re spending a lot of money for things from which they’re not getting any value.

CFO 52

CFO Leadership Finance Leverage 52

CFO Talks

JULY 4, 2024

Key Takeaway: Companies should consider candidates from diverse professional backgrounds for CFO roles to bring a holistic approach to financial leadership, encompassing not just accounting, but also operations, IT, HR, and strategic development.

CFO 52

CFO Strategic Planning Currencies Prioritization 52

The Charity CFO

AUGUST 14, 2023

Transparency and Public Perception Transparency is vital in every part of a successful nonprofit, especially staff and leadership salaries. A good place to start is by checking benchmarks and data on industry standards for similar positions. Nonprofits should keep the following in mind when setting the terms of compensation.

Nonprofit 52

Nonprofit Benchmarking CFO Leadership 52

Jedox Finance

OCTOBER 13, 2021

We can do the analysis, create the benchmark, make technical suggestions for how to cut, and levy those cuts upon business leaders across the company. From minimizing cost (of Finance) to maximizing business value. Whenever a company needs to save cost, they often place Finance at the helm.

CFO 98

CFO Problem Solving Finance Benchmarking 98