Future CFO

DECEMBER 4, 2024

Beyond technical expertise In terms of taking on essential skills beyond just technical expertise, Wong says becoming a standout finance leader definitely takes more than just mastering the numbers. Wong admits that he has always enjoyed pushing boundaries and setting new benchmarks for himself and his team.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

Future CFO

NOVEMBER 6, 2024

He also highlights the importance of building agility in supply chain management and, external focus and benchmarking in forecasting, whilst continuing to be data and insight-led. In weathering these challenges, Shivam notes the importance of having clarity of vision and ensuring resource allocations are clearly aligned with the vision.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

Fpanda Club

MARCH 1, 2021

Benchmarking is an extremely powerful tool, but unfortunately, this kind of data, accumulated by consulting firms and professional associations conducting surveys and research on various adjacent topics, is not easily available or is highly fragmented. 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

Musings on Markets

JANUARY 17, 2025

If you wanted to pick a benchmark to compare annual returns to pass judgment on whether a year was above or below average, you can can go with either the annual return (11.79%) or the median return (14.82%) across the entire time period. At this stage, you may be ready to bail on stocks, but I have one final card to play.

Treasury 126

Treasury Valuation Marketing Forecasting 126

Fpanda Club

MAY 17, 2022

No wonder, stakeholders can merely recognize the numbers they will be accountable for next year. Managers are focused on reaching the year-end numbers rather than on adapting to changing environment with its new threats and opportunities. 2022 AFP FP&A Benchmarking: Practitioner Planning Report Too many people involved.

Budgeting 147

Budgeting Planning Benchmarking Leadership 147

CFO News Room

FEBRUARY 6, 2022

The number of unemployed persons, at 6.5 As another point of comparison, in February 2020, prior to the outbreak of the COVID-19 pandemic, the unemployment rate was 3.5%, and the number of unemployed persons was 5.7 The number of long-term unemployed (people who have been jobless for 27 weeks or more) declined to 1.7

Benchmarking 130

Benchmarking Transportation Concentration Numbers 130

PYMNTS

AUGUST 18, 2017

Reuters reported that venture capital firm Benchmark Capital, which says it owns 13 percent of Uber and controls 20 percent of the voting power, last week sued former Uber CEO Travis Kalanick to force him off the board and rescind his remaining power there.

Benchmarking 40

Benchmarking Numbers Planning Technology 40

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. Knowing these benchmarks is the first step toward determining your eligibility. Your industry determines the exact size standard based on revenue, the number of employees, or both.

Profit and Loss 52

Profit and Loss Benchmarking Startups Finance 52

PYMNTS

APRIL 15, 2020

With some analysts estimating a 4 to 24 percent drop the number was surprisingly low. While the overall number broke records on the negative side, binge-buying put food and beverage at a record 25.6 The retail sales figures are usually effective barometers by which retailers can benchmark inventory levels and predict future spend.

Numbers 52

Numbers Sales Retail Benchmarking 52

The Finance Weekly

FEBRUARY 17, 2025

Every business needs a proper system to monitor performance, but not all numbers are equally important. These indicators focus on important objectives and serve as benchmarks for long-term success. For example, email deliverability may not be a KPI, but the number of emails that lead to customer conversions is.

Sales 52

Sales Numbers Analyzing Data Benchmarking 52

Generation CFO

DECEMBER 20, 2021

I did not fully appreciate how workforce planning has developed over the years, the huge difference between private and public sector, the GDPR conundrum nor the potential number of drivers that can be used in a salary plan. All of this, of course, supports the planning process and benchmarking between organisations.

Planning 131

Planning Benchmarking Concentration Budgeting 131

PYMNTS

FEBRUARY 1, 2019

The government shutdown was no speed bump, at least, according to the latest job numbers. The numbers, released by the U.S. Yet, there was at least some downward revision to other numbers: December’s previously reported gain of 312,000 positions was reduced to 222,000 net additions. Data released on Friday (Feb.

Numbers 49

Numbers Benchmarking Construction Economics 49

CFO Talks

NOVEMBER 27, 2024

Achieving this requires more than crunching numbers; it demands insight, context, and actionable recommendations. A trendline graph showing the gradual change in margins alongside a pie chart of cost contributors paints a clearer picture than numbers alone. Context Adds Clarity Numbers alone don’t provide meaning.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership CFO Benchmarking 52

CFO News Room

NOVEMBER 30, 2022

Although the quits rate remains above historic benchmarks, it’s been coming down for months. It’s also important to put the latest numbers in perspective to demonstrate how peak levels in this pandemic business cycle have moderated considerably this year. pic.twitter.com/XDZo45f8Sq. Elise Gould (@eliselgould) November 30, 2022.

Benchmarking 100

Benchmarking Numbers Marketing Economics 100

PYMNTS

MAY 22, 2018

So, what made Benchmark Capital confident enough to put $50 million behind Good Eggs, a San Francisco-based, curated, on-demand grocery store specializing in “absurdly fresh” local meats and produce? And there are meal kits, a huge and widely varied subset of the vertical.

Benchmarking 43

Benchmarking Transportation Investments Retail 43

CFO News Room

FEBRUARY 4, 2022

It’s the latest in a series of recent fiscal and monetary benchmarks received with increasing blitheness. In less than 50 years, and amid fluctuations, that number had been paid down to less than $40,000 (roughly $1.25 On Tuesday, February 1, 2022, the United States national debt surpassed $30 trillion for the first time. .

Economics 130

Economics Benchmarking Treasury Budgeting 130

Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

Benchmarking 98

Benchmarking Communication Leverage Numbers 98

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

Benchmarking 96

Benchmarking Communication Investments Numbers 96

Nerd's Eye View

JULY 31, 2023

In this post, Kitces Senior Financial Planning Nerd Ben Henry-Moreland offers a framework that solo advisory firm owners can use to decide when their firm will be ready to make an initial hire, based on data from Kitces Research on Advisor Productivity and Advisor Wellbeing as well as industry benchmarking studies on advisor capacity.

Benchmarking 98

Benchmarking Planning Numbers Practice Management 98

Nerd's Eye View

JULY 21, 2023

Further, the study identifies the traits of "top performing" firms, which, during the past 5 years, saw nearly triple the client and net organic asset growth compared to other firms.

Benchmarking 98

Benchmarking Numbers Marketing 98

Nerd's Eye View

SEPTEMBER 2, 2022

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Benchmarking 98

Benchmarking Strategic Planning Planning Numbers 98

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Benchmarking 98

Benchmarking Communication Advertising Compliance 98

CFO News Room

DECEMBER 2, 2022

This also meant restating the previous three years of financial history and really scrutinising the numbers before converting it all into a consolidated group format. . “I When you come into a new business, it’s very difficult to stand by the numbers unless you get really involved in the details.” . I had to really believe in them.”.

Technology 130

Technology CFO Benchmarking Numbers 130

CFO Talks

MARCH 5, 2025

Double-check numbers before submission Errors in financial reports can lead to legal issues, so its important to check everything carefully. Some best practices include: Benchmarking Compare your reporting processes with industry leaders to identify areas for improvement.

IFRS 52

IFRS Auditing Compliance Financial Data 52

PYMNTS

FEBRUARY 1, 2019

The government shutdown was no speed bump, at least, according to the latest job numbers. The numbers, released by the U.S. Yet, there was at least some downward revision to other numbers: December’s previously reported gain of 312,000 positions was reduced to 222,000 net additions. Data released on Friday (Feb.

Numbers 40

Numbers Benchmarking Construction Economics 40

Centage

DECEMBER 1, 2021

If your board asked you to run new numbers based on fresh assumptions, it took you days or weeks to create a new set of reports. 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.

Forecasting 98

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

Nerd's Eye View

JULY 28, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms (..)

Benchmarking 98

Benchmarking Practice Management Securities Numbers 98

Nerd's Eye View

MARCH 28, 2023

What's unique about Erica, though, is how she built a series of spreadsheet tools to measure the details of each step of her advisory firm’s marketing funnel, from lead generation to each meeting in the sales process to client onboarding and getting initial revenue for the firm… and then turned it into a series of tools that any advisory (..)

Marketing 98

Marketing Benchmarking Analyzing Data Strategic Planning 98

The Finance Weekly

JANUARY 13, 2025

Comparing Companies Potential investors often use ROE to benchmark companies within the same industry. Companies with higher ROEs are generally more efficient at turning equity into profits, making them more appealing to investors. A higher ROE signals that a company is better at managing its equity to generate profits.

Profit and Loss 52

Profit and Loss Benchmarking Investments Financial Analyst 52

Fpanda Club

JULY 24, 2022

As for these distant years the level of uncertainty is very high while the level of precision is low, terminal value is calculated based on the numbers of the last projected year, therefore it accumulates and magnifies all the errors in assumptions made for the first years of the model. which will be part of the allowable cost.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

Collectiv

JANUARY 24, 2025

I dont about you, but its pretty surprising to see spreadsheets dominating in AFPs 2025 FP&A Benchmarking Survey Report. Centralized data doesnt just save timeit ensures better collaboration and confidence in your numbers. Spreadsheets are not built for strategic decision-making.

Financial Planning and Analysis (FP&A) 52

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

VCFO

JANUARY 20, 2023

Establishing formal pay structures also entails examining one’s employee population and determining an appropriate number of job classifications, levels or grades, pay ranges, and related components. The number and types of roles within the organization are key factors.

Benchmarking 74

Benchmarking Education Leadership Compliance 74

CFO News Room

JANUARY 9, 2023

In 2019, the percentage of renters who spent more than 30 percent of their income on rent and utilities — an “affordability” benchmark — was 46 percent , according to the Joint Center for Housing Studies of Harvard University. What’s new is that a growing number of middle-income renters are struggling to afford their housing costs as well.

Benchmarking 130

Benchmarking Marketing Budgeting Numbers 130

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Benchmarking 98

Benchmarking Communication Practice Management Securities 98

Centage

SEPTEMBER 5, 2023

In conjunction with your other numbers, your gross profit margin can tell you if your products are profitable enough, if you need to increase sales or if your expenses, like sales costs, are too high. To get this number, subtract your expenses from your revenues to get your net profit.

Financial Planning and Analysis (FP&A) 98

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

CFO News Room

NOVEMBER 15, 2022

It’s a widely used benchmark for US stock market performance. The S&P 500 also serves as a lead benchmark for US equity performance. This is unlike actively managed mutual funds, whose managers are trying to beat the benchmark. The S&P 500 is an index of roughly 500 large-cap US stocks. Vanguard S&P 500 ETF (VOO).

Investments 130

Investments Benchmarking Finance Marketing 130

CFO Leadership

MARCH 31, 2022

The reality is, an increasing number of vendors accept card payments, for many reasons. Card payments are secure–they don’t have to expose their bank account number. According to the 2022 AFP Payments Cost Benchmark Survey, just 25% of organizations surveyed said they used them. The number can only be used once.

B2B 93

B2B Invoicing Benchmarking Numbers 93