CFO News Room

JANUARY 11, 2023

Financial managers are the captains of the financial industry, mapping out the course for a company’s future and guiding them through tough economic times. These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made.

Banking 130

Banking Financial Analyst Budgeting Investments 130

PYMNTS

AUGUST 9, 2019

million year over year wasn’t entirely unexpected: According to separate reports in Business Leader , Funding Circle cited the “uncertain economic environment” for its decision to halve revenue forecasts last month, noting that market volatility has led to reduced demand for small business loans in the U.K. million to £30.8

Economics 40

Economics Financial Analyst Forecasting Marketing 40

The Finance Weekly

OCTOBER 29, 2024

Types of Financial Models We've categorized the following financial models into internal and external use cases: Internal Financial Models These models aid in planning, budgeting, and forecasting within an organization. This data might include: Financial Information - Past revenue, expenses, profits, and cash flow.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

PYMNTS

MAY 1, 2020

One of the nation’s biggest names in mortgage lending has put the brakes on home equity lines of credit (HELOC) as the economic turmoil caused by COVID-19 is making the U.S. Financial analysts say HELOCs are risky products for lenders in a down economy. mortgage market look shaky. Wells Fargo & Co.

Marketing 61

Marketing Financial Analyst Economics Startups 61

PYMNTS

JUNE 18, 2020

In late April, Wells Fargo announced that it would stop accepting the applications due to the pandemic’s economic uncertainty and the mass amounts of applications it received. Morgan , have become stricter on offering new credit lines, called HELOCs , citing the uncertainty of the pandemic.

Financial Analyst 56

Financial Analyst Economics Banking Numbers 56

PYMNTS

DECEMBER 16, 2020

We’re seeing growing interest from traditional asset managers who are adding cryptocurrencies as an inflationary hedge, catalyzed by recent macro-economic policies,” said Raghu Yarlagadda, FalconX CEO and co-founder, in the release. The company said in the release that it has seen its revenue grow 350 percent since its May funding round.

Foreign Exchange 60

Foreign Exchange Investments Banking Financial Analyst 60

PYMNTS

JULY 30, 2020

One day prior to the release of the latest jobless data, analysts predicted the DOL report would show a second straight increase in new jobless claims to 1.445 million, highlighting the U.S. economy’s backslide as some states dealt with a resurgence in coronavirus cases and re-closed businesses.

Entertainment 54

Entertainment Financial Analyst Healthcare Education 54

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.

Financial Planning and Analysis (FP&A) 115

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

PYMNTS

NOVEMBER 16, 2020

That’s been a hallmark of the pandemic, of course, where restrictions and economic headwinds have proven stubborn. In a statement provided to PYMNTS, Bankrate Chief Financial Analyst Greg McBride said, “PNC’s acquisition of BBVA’s U.S. percent in June. Expanding The Digital Footprint . Expanding The Digital Footprint .

Mergers and Acquisitions (M&A) 75

Mergers and Acquisitions (M&A) Banking Profit and Loss Strategic Planning 75

PYMNTS

JULY 30, 2019

firms were still trying to recover, banks in China pumped up lending and funded a generous economic stimulus package. ICBC has simpler businesses in China, focused on lending,” said Chen Shujin, chief financial analyst at Huatai Securities Co. Measured side by side, ICBC assets are around $4 trillion versus $2.6 in Hong Kong.

Banking 46

Banking Financial Analyst Financial Systems Securities 46

Future CFO

AUGUST 30, 2021

A Bachelor’s degree in the following will be expected for this role are Accounting, Finance or Economics. Controller: A Financial Controller job description should ask for one or several degrees and extensive experience managing finance teams, preparing, and analysing reports and making improvements to fiscal tools and systems.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Problem Solving CFO 52

Adam Kae

NOVEMBER 24, 2021

CFOs usually have a degree in finance or economics and have the , Chartered Financial Analyst designation while often taking courses in accounting, analysis, and investment banking as well.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

DECEMBER 14, 2020

recession, massive economic uncertainty and high unemployment? Consider research from Chartered Financial analyst Nicholas Abe , chief operating officer of Boosted.ai, an artificial-intelligence firm that helps institutional investors add machine learning to stockpicking. There’s some empirical evidence to back this theory up.

Marketing 64

Marketing Financial Analyst Investments Numbers 64

PYMNTS

APRIL 15, 2016

For all the shifting financial sands retailers sit atop, there are still some ironclad rules of economic reasoning – when prices are low, consumers ought to buy more. While it may not happen in early spring, a survey of financial analysts by the WSJ found that 75 percent expect such an intervention by June at the latest.

Financial Analyst 40

Financial Analyst Economics Numbers Retail 40

Jedox Finance

JULY 18, 2019

A financial analyst uses not only the financial numbers but also market trends, economic indicators as well as works closely with the business to understand the assumptions to provide insights on the impacts of decisions.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Straight out of business school in 1995, I joined Mondelez International as a senior financial analyst for Kraft Foods in the United States.

Finance 52

Finance Leadership Auditing Math 52

CFO News Room

JANUARY 4, 2023

Whether you are interested in becoming a real estate investor, real estate agent, financial analyst, or corporate manager, REITs provide a comprehensive platform to begin your journey. Economic contribution of REITs in the United States. 12 Best REIT Jobs for 2023. Cited Research Articles. Retrieved from [link].

Investments 130

Investments Budgeting Finance Marketing 130

Adam Kae

JUNE 4, 2020

Adam started as a financial analyst where he quickly grew up the ranks into a third-level actuarial analyst. He understands business inside and out, and he understands how economics and business finance work together with changes in the environment. ,,,, Our Model: The Adam Kae Way.

Healthcare 52

Healthcare CFO Management Consulting Leverage 52

CFO Thought Leader

JUNE 10, 2023

Having started her career as a financial analyst at Blackstone Group, Aronson first jumped into the media world at NBCUniversal, where she had become involved with the launch of streaming service Hulu. She would subsequently join Redbox’s strategy team after having completed an MBA degree.

CFO 52

CFO Education Prioritization Leadership 52

PYMNTS

APRIL 6, 2016

The fact that a number of industries (including those with higher employee pay rates than retail, such as manufacturing) experienced job losses, while retail saw gains therein, plus the continuance of stagnant wages, about which Polcari shout-typed, makes the likelihood of a resultant overall economic boost seem far less than a sure thing.

Retail 40

Retail Manufacturing Profit and Loss Financial Analyst 40

Spreadym

OCTOBER 3, 2023

Here's more about who FP&A candidates are: Education: They often have a bachelor's degree in finance, accounting, economics, or a related field. Many candidates also hold advanced degrees like a Master's in Business Administration (MBA) or a Chartered Financial Analyst (CFA) designation.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Financial Modeling Budgeting 59

Future CFO

MAY 23, 2023

Sheree Lim (SL): After earning my degree in Business, my interest in finance specifically in treasury was sparked after attending an internal workshop series on cash and forex management during my first job as a financial analyst. FutureCFO: What are some of the biggest challenges facing you as a treasurer today?

Treasury 52

Treasury Leadership Communication Finance 52

CFO Talks

SEPTEMBER 13, 2024

Instead, many US CFOs may have a background in finance through qualifications like the Chartered Financial Analyst (CFA) designation. Your insights into the role of a CFO, the Public Service Pension Fund, and the broader economic environment in Eswatini have been incredibly valuable.

Finance 97

Finance Auditing CFO Leadership 97

PYMNTS

APRIL 11, 2017

Given the economics of the product, I think you’ll find customers moving over and preferring to use our product,” said Habil Olaka, CEO of the Kenya Banker’s Association. I think they’re going to struggle,” financial analyst Aly-Khan Satchu of Rich Management told CNN. That effort is backed by Visa and will be QR code–based.

Financial Analyst 47

Financial Analyst Banking Numbers Accounting 47

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. This task falls to the finance leader.” “The

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

Musings on Markets

FEBRUARY 15, 2023

Starting with gross margins, and computing the number for all non-financial service firms, we report the distribution of gross margins across publicly traded companies at the start of 2023, again based upon gross income and sales in the most recent twelve months: While the median gross margin across all publicly traded global firms is about 30%.,

Profit and Loss 52

Profit and Loss Investments Hurdle Rate Accounting 52

CFO Talks

JUNE 22, 2022

I grew up in Pietermaritzburg and I found out very early that I didn’t want to be your traditional accountant, I must admit that I struggled with auditing, and I found that my skill was in commercial business finance, and I majored in business finance and economics.

Manufacturing 52

Manufacturing CFO Auditing Problem Solving 52

BlueLight

AUGUST 21, 2020

Financial planning is our most valuable service. It’s not uncommon for a business-minded founder to take this responsibility in-house; about half of our clients use our CFO and financial analyst services. In the current pandemic, what financial advice do you give to early stage startups?

Planning 52

Planning Startups Marketing CFO 52

Barry Ritholtz

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. But I found — you know, I was a financial analyst and I was literally — you know, what we talked about, I was going to go and do that again, I loved looking at companies. RIEDER: A100 percent.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

Barry Ritholtz

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier. What made you add economics to your, to your graduate degree? What is that?

Investments 52

Investments Valuation Numbers Math 52

Future CFO

MARCH 24, 2024

Today’s accountants play a multifaceted role, wielding their expertise not only in financial management but also using their insights to drive innovation in new products and services. They are instrumental in job creation and contribute significantly to the economic prosperity of society. In fact, they can be heroes too.

Numbers 98

Numbers Accounting Financial Analyst Finance 98

Musings on Markets

JANUARY 8, 2022

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world.

Valuation 99

Valuation Corporate Finance Currencies Finance 99

CFO News Room

JANUARY 24, 2023

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Barry Ritholtz

APRIL 6, 2023

My morning train WFH reads: • The Active Management Delusion: Respect the Wisdom of the Crowd : “My basic point here is that neither the Financial Analysts as a whole nor the investment funds as a whole can expect to ‘beat the market,’ because in a significant sense they (or you) are the market. Bloomberg ) • How Disney beat Gov.

Valuation 115

Valuation Profit and Loss Financial Analyst Concentration 115

Barry Ritholtz

MARCH 21, 2023

In academia, he’s known for witty biting papers he writes for such publications as the Financial Analysts Journal.” A lot of our work shows up in great places like the Financial Analysts Journal, in The Journal Of Portfolio Management, which is kind of the nexus between those two. ASNESS: Yeah.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

PYMNTS

NOVEMBER 20, 2020

Bankrate Chief Financial Analyst Greg McBride said in comments on that latest headline-grabbing deal, which has invited Rep. BBVA Purchase Deal; US Economic Forecasts Grim Amid Escalating COVID-19 Simon Property Group, Taubman Centers Set $43 Per Share Merger Price Denmark’s Nets Merging With Italy’s Payments Giant Nexi.

Mergers and Acquisitions (M&A) 113

Mergers and Acquisitions (M&A) Banking Financial Analyst Forecasting 113

Barry Ritholtz

DECEMBER 26, 2023

And economic indicators, like the unemployment rate or the claims data, and you know, we actually did some scenario analysis around that recently, just talking about, Hey, what happens if the employment rate rises versus falls? I mean, I, I haven’t done that much work. I think, I think it’s probably more useful.

Marketing 64

Marketing Leadership Finance Investments 64