CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Mean reversion : I am not a knee-jerk believer in mean reversion, but the tendency for numbers to move back towards averages is a strong one.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

Musings on Markets

JANUARY 5, 2024

The numbers that I computed opened my eyes to how much perspective on the high, low, and typical values, i.e., the distribution of margins, helped in valuing the company, and how little information there was available, at least at that time, on this dimension. Aggregate operating numbers 3. Insider, CEO & Institutional holdings 2.

Valuation 105

Valuation Financial Analysis Analyzing Data Profit and Loss 105

CFO Talks

OCTOBER 22, 2024

Engela van Loggerenberg, Group Financial Director, brings passion, perseverance, and strategic vision to the world of finance. Based in South Africa, she holds a B.Com in Financial Management from the University of South Africa (Unisa) and has steadily built a career grounded in her love for numbers and the stories they tell.

Leadership 98

Leadership CFO Prioritization Financial Analysis 98

Musings on Markets

FEBRUARY 8, 2025

In the first five posts, I have looked at the macro numbers that drive global markets, from interest rates to risk premiums, but it is not my preferred habitat. The second set of inputs are prices of risk, in both the equity and debt markets, with the former measured by equity risk premiums , and the latter by default spreads.

Hurdle Rate 72

Hurdle Rate Valuation Corporate Finance Currencies 72

https://trustedcfosolutions.com/feed/

JULY 8, 2022

This is an inefficient approach, and as a business grows, it diverts resources away from more pressing concerns such as customer service, marketing initiatives, or in-depth financial analysis. A lack of integration also eliminates instant access to data across the enterprise. As your business grows, so does your staffing.

Currencies 109

Currencies Compliance Financial Analysis Construction 109

The Finance Weekly

DECEMBER 2, 2024

However, even with these advanced ERP systems and other third-party software products, most small to large businesses still must manually use Microsoft Excel (Excel) for financial analysis, reporting, and other activities. You’ll need to first find the data, export the information needed, and then dump it into Excel.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 52

CFO News Room

JANUARY 25, 2023

Put simply, if you cannot tell the difference between operating and net income, or what to consider as debt, you will be lost in any type of financial analysis. The time value of money is at the heart of almost everything in finance, and understanding the mechanics and intuition of present value is a bedrock on financial analysis.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

Future CFO

JUNE 2, 2024

Each day is different and presents new challenges and opportunities for me to apply my expertise in financial analysis and forensic accounting to support clients' interests effectively. In addition, drafting comprehensive reports detailing our findings and recommendations is a crucial part of the process.

Leadership 98

Leadership Financial Analysis Accounting Economics 98

CFO News Room

DECEMBER 22, 2022

Finally, I carve out simple (even simplistic) sessions on inflation, interest rates and exchange rate , three macro variables that we are exposed to in almost all financial analysis and valuations. So, whether you are a number cruncher or story teller, I think you will find something to take away from the class. . Valuation. .

Marketing 130

Marketing Valuation Corporate Finance Finance 130

CFO Talks

DECEMBER 5, 2024

Surprisingly, my journey as a university student started with studying towards a BSc Degree, which I later changed into a BCom Financial Accounting in my second year. I believed in the accounting route owing to my passion for numbers, coupled with my personality, and interest in working with people in general.

CFO 52

CFO Finance Accounting Communication 52

Fpanda Club

SEPTEMBER 2, 2021

Planning, budgeting and forecasting are linked together forming financial planning processes. Financial analysis is a type of economic analysis based on the financial data and focused on the assessment of stability and evaluation of profitability of a company, business or project.

Financial Planning and Analysis (FP&A) 130

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

CFO Talks

JANUARY 30, 2025

Below are the key takeaways from this insightful discussion: The Foundation of a Strategic Vision Roger shared that a successful strategic vision starts with identifying the “magic numbers” for a business. These are the financial and non-financial outcomes a company aims to achieve. Roger Castle: Hi, Leana.

Communication 52

Communication CFO Valuation Construction 52

Centage

JANUARY 3, 2023

Depending on the formula type, Excel can also round off large numbers using unprecise calculations, compromising your data’s accuracy. Connectivity: Our software can automatically integrate with your general ledger for budget analysis, offering a clearer picture of your company’s financials.

Financial Planning and Analysis (FP&A) 98

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

Cube Software

DECEMBER 21, 2022

We're on a mission to help every company hit its numbers. Cube earned badges across critical FP&A disciplines, including Corporate Performance Management (CPM) , Financial Close , Financial Analysis , and Budgeting and Forecasting.

Financial Analysis 52

Financial Analysis Budgeting Forecasting Numbers 52

CFO Selections

JANUARY 12, 2024

Originally published: 3/23/2020 Updated: 1/8/2023 Why are financial projections important and how can they inform a company’s financial analysis to increase confidence in the numbers? To answer that question, we need to take a step back.

Financial Analysis 52

Financial Analysis Planning Numbers Accounting 52

Onplan

JANUARY 19, 2022

Deloitte’s recent survey of CFOs recently reported that retention is the number one concern of CFOs right now. If you can’t help but wonder why such a large number of people would quit their job and step away from the security of their positions in an economically turbulent time, the answer is simple: they think they can do better.

Communication 97

Communication Leadership Planning Financial Analysis 97

Adam Kae

JANUARY 23, 2020

As a business owner, you see a lot of numbers from day to day. As you look at your financials, it may be overwhelming to make sense of everything. Compare and Contrast You are more than just your numbers, and that’s an important factor Adam Kae & Associates recognizes with each of our clients.

Financial Analysis 52

Financial Analysis Finance Forecasting Numbers 52

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Healthcare Budgeting 52

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Healthcare Budgeting 52

Fpanda Club

JULY 24, 2022

From the FP&A standpoint, which may also lack that entrepreneurial perspective, the use of the traditional tools of financial analysis based on the discounted cash flows not only perfectly supports this kind of behavior, but also justifies it.

Financial Planning and Analysis (FP&A) 130

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

The Charity CFO

MAY 31, 2022

Even on nonprofit financial committees, some members may be skilled in accounting, others in banking, and others in investing or financial analysis. But if you bring zero experience in accounting or financial management to your organization, that’s okay. For instance….

Nonprofit 98

Nonprofit Finance Auditing Accounts Payable 98

CFO News Room

JANUARY 24, 2023

The table below lists my industry groups, with the number of companies in each one: I am sure that some of you will find even these industry groupings to be over-broad, but I had to make a compromise between having too many groupings, with not enough firms in each one, and too few.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

CFO Thought Leader

AUGUST 6, 2024

This pivot led him to the National Marine Fisheries Service (NMFS), where he gained invaluable experience in loan origination and financial analysis. “The difference between a solid CFO and an ordinary finance person is the ability to tell the stories behind the numbers. A CFO can effect change.

CFO 52

CFO Finance Financial Analysis Leadership 52

Musings on Markets

FEBRUARY 18, 2025

The return on equity may be an equation that comes from accounting statements, but in keeping with my argument that every number needs a narrative, each of these numbers has a narrative, often left implicit, that should be made explicit.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

Musings on Markets

DECEMBER 21, 2022

Finally, I carve out simple (even simplistic) sessions on inflation, interest rates and exchange rate , three macro variables that we are exposed to in almost all financial analysis and valuations. So, whether you are a number cruncher or story teller, I think you will find something to take away from the class.

Valuation 99

Valuation Corporate Finance Finance Financial Analysis 99

Spreadym

MARCH 1, 2023

Usual financial and operational models don’t work. At the same time, the number of variables that need to be considered increases. In this case, planning and budgeting activities are often limited to financial and operational models in Excel. Also, such Excel files attend tables with aggregated data.

Budgeting 52

Budgeting Planning Forecasting Financial Analysis 52

PYMNTS

DECEMBER 19, 2018

As far as B2B FinTech goes, much attention has been paid to empowering a range of processes, including accounts payable, expense management and financial analysis — many of which had previously been a part of the Enterprise Resource Planning (ERP) solution.

Accounts Payable 68

Accounts Payable Financial Analysis B2B Technology 68

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Marko Horvat.

Finance 98

Finance CFO Forecasting Leadership 98

Future CFO

DECEMBER 6, 2023

The sum of many responsibilities As for what it means to be an effective CFO, she said it is going beyond Financial Analysis and Reporting, being more proactive involvement in the operations and overall strategy development and execution of an organisation.

CFO 98

CFO Finance Financial Analysis Transportation 98

Future CFO

MAY 1, 2024

Giselle Arellano-Geronimo A controller, for Geronimo, also has the privilege to make a story out of the numbers and convert the results of the financials into actionable business decisions and strategies that help shape the business. “A

Leadership 98

Leadership IFRS Finance Communication 98

Spreadym

MARCH 6, 2023

However, this approach is fraught with a number of problems that can greatly complicate the planning and budgeting process. Comprehensive enterprise performance management software (or EPM) includes the tracking function.

Budgeting 52

Budgeting Financial Analysis Auditing Planning 52

Spreadym

JUNE 13, 2023

It serves as a framework for organizing and classifying financial transactions, providing a standardized structure for recording and reporting financial information. In the chart of accounts, each account is assigned a unique code or number and is categorized into various groups or categories.

Accounting 52

Accounting Financial Analysis Compliance Financial Reporting 52

Spreadym

FEBRUARY 26, 2023

A business performance management system exists for further analysis of how a company grows and develops compared with strategy and current operational plans and financial budgets. From EPM System to Excel It's funny, but uploading data from the system to Excel is also fraught with a number of difficulties.

Budgeting 52

Budgeting SAP Data Analysis Financial Analysis 52

Centage

JANUARY 17, 2023

If, on the other hand, the office of finance has access to reporting and analytics tools with their accounting software that collates financial data from across the business, the financial analysis of the reasons for a positive or negative variance becomes clearer.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

MARCH 27, 2025

According to him, CFOs increasingly rely on these tools to provide up-to-the-minute financial insights, helping executives make faster, data-driven decisions. Joseph points out that AI doesn't just crunch numbers, but rather it actively helps finance leaders see around corners. must evolve into continuous, real-time financial analysis.

Compliance 52

Compliance Financial Planning and Analysis (FP&A) Forecasting Financial Analysis 52

CFO News Room

JANUARY 11, 2023

Financial Analyst. Being a financial analyst at a bank requires more than just crunching numbers. Financial analysts ensure banks make sound decisions in accordance with regulations and long-term goals, evaluating data and analyzing financial statements to gauge overall performance. Yo​ur Banking Career Awaits.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Musings on Markets

JANUARY 8, 2022

The table below lists my industry groups, with the number of companies in each one: I am sure that some of you will find even these industry groupings to be over-broad, but I had to make a compromise between having too many groupings, with not enough firms in each one, and too few.

Valuation 99

Valuation Corporate Finance Currencies Finance 99