Musings on Markets

FEBRUARY 8, 2025

I spend most of my time in the far less rarefied air of corporate finance and valuation, where businesses try to decide what projects to invest in, and investors attempt to estimate business value.

Hurdle Rate 72

Hurdle Rate Valuation Corporate Finance Currencies 72

The Finance Weekly

JULY 31, 2023

In a recent webinar sponsored by Datarails , the FP&A solution for Excel users, three distinguished finance leaders came together to discuss the impact of AI on corporate finance. They highlighted how AI technology is transforming the way finance and accounting teams work with data and make decisions.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Musings on Markets

JANUARY 11, 2024

The six classes that I prepped for in those two years ranged from banking to investments to corporate finance, and while I have never worked harder, much of what I teach today came out of those classes. I describe my corporate finance class as an applied, big-picture class.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

BlueLight

JUNE 2, 2020

For this piece, I’ll dive into a tactical analysis that is important to every CEO and CFO, the budget vs actual variance analysis. The variance is the difference between the budget and actual, typically expressed as a percentage difference or total cash difference. Budget & Plan are used interchangeably; they’re the same.

Budgeting 52

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

CFO News Room

JANUARY 25, 2023

If you have a bigger budget, I would try to emulate Professor Andrew Lo , who described his astounding set up for teaching last year.) In these last two years, I have learned a lot about online teaching and I hope that learning makes me a better teacher, both online and in the classroom. pm – 2.50 pm – 4.45

Marketing 130

Marketing Corporate Finance Valuation Finance 130

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. This includes preparing financial statements, maintaining ledgers, and overseeing budgeting. Budget Analyst. What Skills Do You Need to Succeed in Finance .

Finance 130

Finance Budgeting Financial Analyst Compliance 130

Corporate Finance

MARCH 15, 2022

rel eased the results of its capital budgeting analysis of a barium sulfate project in British Columbia, Canada. It is always interesting to see a real-world application of concepts you have learned in class. Recently, Voyageur Pharmaceuticals Ltd. The report includes the key variable assumptions and the NPV per share.

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Pharmaceutical Budgeting 130

CFO News Room

JANUARY 11, 2023

Through careful research and analysis of market data and other financial documents, financial managers identify opportunities for cost savings and recommend budgeting changes to help their businesses prosper. Budget Analyst. Budget analysts fill an essential role in the banking world. Portfolio Manager.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Future CFO

NOVEMBER 21, 2022

Financial Planning and Analysis (FP&A) teams play a crucial role in companies by performing budgeting, forecasting, and analysis that support major corporate decisions of the CFO, CEO, and the Board of Directors. Chris Ortega : FP&A traditionally was just data aggregation, data variances, budgeting, and forecasting.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Communication Finance 98

PYMNTS

SEPTEMBER 12, 2017

On one hand, finds the latest report from spend management firm Center, companies are eager to take a new approach to how they budget and handle costs. According to Center Co-Founder and CEO Naveen Singh, businesses today continue to struggle with manual budgeting tools. Need for New Tech.

Budgeting 53

Budgeting Corporate Finance Accounting Finance 53

Castle Corporate Finance

FEBRUARY 3, 2021

Castle Corporate Finance is pleased to announce the appointment of Alex Nursey. Commenting on the outlook for 2021, Alex said, “As we speak, the Spring budget is still in place. It also means offering proactive advice along the way to make a difference to the business owner.”

Corporate Finance 52

Corporate Finance Budgeting Auditing Finance 52

CFO Thought Leader

DECEMBER 10, 2024

He understands the pain and challenges of IT and security professionals who deal with exponential growth in machine datadata that expands at a 28% CAGR while budgets remain flat. Clint Sharp, our CEO, was a practitioner. Many organizations have countless tools to manage, often with limited staff. So, how can we give these teams more leverage?

CFO 52

CFO Leadership Prioritization Auditing 52

Global Finance

MARCH 2, 2025

The SP deal would deepen Indias private credit industry, which is expanding as the Budget 2025-2026 allocates $129 billion for the infrastructure sector and encourages private sector participation. Indian corporations raised $6.77 Deutsche Bank is the sole arranger for the deal. billion in private credit deals in 2024.

Construction 52

Construction Budgeting Currencies Finance 52

Global Finance

APRIL 3, 2025

Were on time and were on budget, Jonathan Robinson, CIO of Diriyah, a $60 billion landmark urban development in Riyadh scheduled to open in 2030. Robinson, Diriyah: Its not about raising a pile of capital, its about building long-term international partnerships. Those in charge, however, remain positive.

Investments 64

Investments Economics Prioritization Construction 64

The Finance Weekly

JULY 19, 2022

FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. Improving the company's budget and resource allocation. Conclusion. What is FP&A?

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Forecasting Budgeting Planning 96

Musings on Markets

DECEMBER 15, 2021

If you have a bigger budget, I would try to emulate Professor Andrew Lo , who described his astounding set up for teaching last year.) My classroom teaching at Stern has been mostly corporate finance and valuation, to both MBAs and undergraduates. The place to start is with accounting.

Corporate Finance 83

Corporate Finance Valuation Finance Investments 83

CFO News Room

JANUARY 24, 2023

Without hundreds of thousands of dollars to spend on databases, I started my journey spending about a thousand dollars a year, already hitting budget constraints, subscribing to a Value Line database that was mailed to me on a CD every year. The Data Variables When I first started reporting data, I had only a dozen variables in my datasets.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

CFO News Room

NOVEMBER 28, 2022

The Morning Ledger provides daily news and insights on corporate finance from the CFO Journal team. Labor costs are often a large part of companies’ operating budgets, and so an easy target as executives look to preserve cash, according to Mr. Cascio. Newsletter Sign-up. WSJ | CFO Journal.

Finance 100

Finance CFO Management Consulting Economics 100

CFO News Room

FEBRUARY 5, 2022

The internal rate of return (IRR) is a core component of capital budgeting and corporate finance. Businesses use it to determine which discount rate makes the present value of future after-tax cash flows equal to the initial cost of the capital investment.

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Corporate Finance 130

PYMNTS

NOVEMBER 12, 2018

They’re a staple of corporate finance and, as of recent years, are accelerating their shift into the cloud. “Something like 80 percent of the time that finance folks are working, they’re working in Excel. .” “It’s a love-hate relationship with Excel,” said Lipps. ”

Corporate Finance 54

Corporate Finance CFO Finance Forecasting 54

Centage

DECEMBER 13, 2021

Now more than ever, FP&A teams need to forecast, budget and plan on a monthly, and sometimes even a weekly, basis, but for many, that’s a tall order, especially if they rely on spreadsheets to reforecast and provide strategic advice on a regular basis. Finance at the Speed of Business. Watch Demo. What do the experts advise?

Financial Planning and Analysis (FP&A) 84

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

PYMNTS

SEPTEMBER 19, 2018

However, more than half acknowledged that disruption will have a significant impact on their finances: 54 percent said it already has and will continue to disrupt finances in the coming three years, while one quarter said those disruptions to finance will occur within the next year.

Marketing 53

Marketing Mergers and Acquisitions (M&A) Corporate Finance Finance 53

Musings on Markets

JANUARY 8, 2022

Without hundreds of thousands of dollars to spend on databases, I started my journey spending about a thousand dollars a year, already hitting budget constraints, subscribing to a Value Line database that was mailed to me on a CD every year. The Data Variables When I first started reporting data, I had only a dozen variables in my datasets.

Valuation 99

Valuation Corporate Finance Currencies Finance 99

PYMNTS

MARCH 8, 2019

-based Yordex, a company that provides financial software for corporate users. In a statement, Bloc Ventures CEO and Co-Founder David Leftley said Yordex fills a market gap for companies that have “outgrown” cloud accounting tools like Xero but are not willing to migrate to a costly, complex ERP system.

B2B 72

B2B Banking Startups Investments 72

Future CFO

SEPTEMBER 24, 2023

Forecast and budget variance explanation Generative AI can provide explanations of forecast and budget variances for FP&A teams to use in business reviews, as well as further synthesise those trends and insights for executive and board consumption.

Profit and Loss 52

Profit and Loss Budgeting Forecasting Corporate Finance 52

Musings on Markets

MARCH 8, 2023

This is the last of my data update posts for 2023, and in this one, I will focus on dividends and buybacks, perhaps the most most misunderstood and misplayed element of corporate finance. Of course, just as there are companies that choose other dysfunctional corporate finance choices.

Hurdle Rate 102

Hurdle Rate Corporate Finance Investments Finance 102

PYMNTS

APRIL 19, 2017

Nearly half of survey respondents (47 percent) said they have no budget for new tools like accounting, finance or reporting software this year. More than a fifth said they do have a budget, but it’s under $25,000. Just 5 percent said they have allocated between $76,000 and $200,000 for investments in these areas.

Forecasting 40

Forecasting Budgeting Corporate Finance B2B 40

PYMNTS

OCTOBER 29, 2018

What emerged is a picture of CFOs prioritizing collaboration as part of their broader digitization efforts, with the rising need to look beyond financial data to reshape corporate finance. Furthermore, researchers found CFOs lack the knowledge and skill set needed to mitigate risk.

CFO 58

CFO Corporate Finance Risk Management Finance 58

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.

Finance 91

Finance Benchmarking Compliance SAP 91

PYMNTS

MARCH 30, 2017

According to Graham Tasman, principal at Grant Thornton’s Business Consulting and Technology practice, this balancing act creates opportunity for service providers of the corporate finance function. Instead, 45 percent of CFOs cited increasing cash flow as their top priority in the finance function.

CFO 51

CFO Strategic Planning Corporate Finance Risk Management 51

PYMNTS

NOVEMBER 1, 2017

Key areas of corporate finance continue to lag in digital transformation, the report found. Expense management and budgeting, for instance, see some of the lowest levels of digital transformation. The Worst Offender.

Finance 54

Finance Invoicing Accounts Payable Corporate Finance 54

PYMNTS

DECEMBER 20, 2018

Previous research from American Express found that nearly a third of corporate finance executives expect to increase their T&E budgets in the year ahead.

Banking 57

Banking Accounts Payable Budgeting Corporate Finance 57

CSC Advisors

MAY 30, 2022

Whether you need help with budgeting, investing, tax planning, or even paying off your outstanding debts, you can find a financial advisor to help! While this isn't necessarily the most important tip, finding a financial advisor that fits within your budget is very important! This is equally important when running a business!

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Budgeting Tax Planning Construction Corporate Finance 52

CFO Talks

JUNE 7, 2022

Competencies include: Working knowledge of risk management, budget, and forecasting tools. This role is oriented toward best practices of the finance function itself. Corporate finance. The Steward must ensure company compliance with financial reporting and control requirements. Investment and credit risk knowledge.

CFO 52

CFO IFRS Risk Management Leadership 52

Accountancy Today

FEBRUARY 14, 2025

Almost two-thirds of businesses are pessimistic about the overall economic outlook for 2025 and nearly 90% expect the changes announced in the 2024 Autumn Budget to impact their business adversely, according to Armstrong Watsons latest survey.

Budgeting 52

Budgeting Economics Investments Accounting 52

Future CFO

APRIL 1, 2021

Corporate finance and accounting teams continue to compete with other departments for new technology systems,” said Shari Littan, IMA’s Director of Corporate Reporting Research and Policy and co-author of the survey report.

Financial Reporting 40

Financial Reporting Technology Corporate Finance Budgeting 40

PYMNTS

APRIL 5, 2016

And while CFOs at mid-sized and large companies are citing innovation as key to their business strategies, researchers also noted that these hurdles are causing corporations to reduce their budgets for innovation. The Hackett Group found that, on average, corporate headcounts have declined by an average of 2.7 CFOs Prioritize.

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Leadership CFO Prioritization Finance 42