CFO News Room

NOVEMBER 16, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. In the first session of my valuation class, I pose a question, “What comes more naturally to you, telling a story or working with numbers?”

Marketing 130

Marketing Valuation Advertising Numbers 130

Musings on Markets

NOVEMBER 15, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. That is because the answer will vary across people, with some exhibiting a more natural tendency towards story-telling and others towards working with numbers.

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Valuation Advertising Numbers Investments 99

Fpanda Club

JULY 24, 2022

Warren Buffett once suggested that the concepts of time value of money and discounted cash flow (DCF) model were introduced more than 2500 years ago. A related idea is articulated by the information-action paradox which describes the problem many companies face while investing in projects with high level of uncertainty, including innovation.

Financial Planning and Analysis (FP&A) 130

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

Musings on Markets

AUGUST 28, 2024

A business person valuing his or her business, ahead of a divorce, where half the estimated value of that business has to be paid out to a soon-to-be ex-spouse, wants a low value estimate, not a high one, and much as the appraiser of the business will claim objectivity, that bias will find its way into the numbers and value.

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Valuation Construction Investments Numbers 138

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions.

Financial Planning and Analysis (FP&A) 130

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

CFO News Room

JANUARY 11, 2023

For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. Investment Banker. Financial Analyst.

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CFO News Room

DECEMBER 22, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. and uses that endgame to cast light on the investing, financing and dividend decisions that all businesses, small or large, private or public, have to make. .

Marketing 130

Marketing Valuation Corporate Finance Finance 130

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

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Budgeting Planning Financial Modeling Forecasting 59

Centage

SEPTEMBER 14, 2021

Today’s business budgeting and financial planning solutions must provide business insight in real time and let budget owners and planners collaborate with confidence in numbers. Compounded over many rows, even a simple mistake can lead to faulty financial data. Change is here. Risk is real.

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Budgeting General Ledger Data Analysis Financial Data 96

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

Musings on Markets

DECEMBER 21, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. and uses that endgame to cast light on the investing, financing and dividend decisions that all businesses, small or large, private or public, have to make.

Valuation 99

Valuation Corporate Finance Finance Financial Analysis 99

The Finance Weekly

SEPTEMBER 10, 2023

The cash flow statement reveals how money moves in and out of the company through its operations, investments, and financing. It uses accounting rules like matching and accruals to show numbers (not cash transactions). Balance Sheet The , balance sheet is like a financial snapshot of a company.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

CFO Talks

NOVEMBER 11, 2024

This interest solidified during her BCom studies, where she found satisfaction in analyzing financial statements and market trends. Guided by influential mentors, Thobile recognized that finance goes beyond numbers—it impacts decision-making that drives business and individual success. What sparked your interest in finance?

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CFO Leadership Problem Solving Communication 52

The Finance Weekly

JULY 19, 2022

FP&A teams are responsible for a variety of activities, including periodic financial close and consolidations, strategic and annual planning, monthly forecasting, cash flow forecasting, financial reporting, financial modeling, and what-if scenario planning and analysis. Strategic financial planning.

Financial Planning and Analysis (FP&A) 96

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

PYMNTS

MAY 6, 2020

consumers would not return to the gym anytime soon due to the pandemic, connected fitness brand Peloton smoked its quarterly earnings Wednesday (May 6), posting numbers that exceeded even the most bullish expectations. Predicting that U.S. Total revenue for the third fiscal quarter grew 66 percent to $524.6 million. “The

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Prioritization Retail Sales Financial Modeling 63

CFO Thought Leader

MAY 20, 2024

With global uncertainties looming, he built a resilient financial model that ensured the company’s survival. Investing in talent development has always been a key part of Lafouge’s philosophy. Rational arguments, numbers, and analyses are usually necessary but not enough.”

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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. AI does not replace financial expertise, it amplifies it.

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

Adam Kae

SEPTEMBER 24, 2020

It's another story to actually understand what the numbers mean! A CFO can take those numbers and provide solutions to issues and forecast better financial scenarios. Are you investing in an area of your practice that could be getting better ROI? Invest vs Rent. It's one thing to have QuickBooks run a report.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

CFO Simplified

DECEMBER 12, 2021

A team member in the finance department addresses how a business manages their money, from: Investing and borrowing. The CFO’s time is primarily spent with analytics, diving into the “whys” of the numbers, the direction of the company’s performance, the factors that bring improvement, and what that improvement could look like.

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

CFO Talks

SEPTEMBER 12, 2024

Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios. Actionable Steps: Invest in financial management software that offers real-time reporting and analytics, providing immediate visibility into cash flow, expenses, and financial performance.

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Leverage Forecasting Communication Economics 52

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. These insights powerfully demonstrate the value of a good financial model. How do you weigh and plan for the costs of such a change?

Planning 98

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

Future CFO

AUGUST 24, 2020

First, the FP&A function has traditionally been held by an individual sitting behind a desk, crunching numbers. That way, when it is time to crunch numbers, the FP&A practitioner has an even better understanding of what they truly mean. At AFP, we help finance to see beyond the numbers. Soriano concluded.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 40

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own.

Planning 52

Planning Startups Marketing CFO 52

CFO Talks

MARCH 14, 2024

By carefully prioritizing their tasks and responsibilities, CFOs can effectively navigate their broad and varied role, ensuring that their time and efforts are invested in areas with the highest impact on the company’s success.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

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Planning Investments Accounting Numbers 130

The Finance Weekly

APRIL 13, 2024

The finance industry employs a multitude of software solutions to facilitate budget creation, and financial reporting, and to assist financial analysts and investors with financial planning and forecasting. These tools offer capabilities ranging from spending tracking and improved budgeting to making informed investment choices.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 52

BlueLight

JUNE 5, 2020

The other is the board observer sent by an investor who co-invested in the round. The founder should also manage the number of people in the room. During follow-on investment decision, this structure is helpful to ensure the investment committee has a comprehensive understanding of the company. Founding partner at G2VP?—?a

Startups 52

Startups Technology Investments Finance 52

PYMNTS

JULY 14, 2017

If I brought that number home on a report card, I’d be grounded!” Meanwhile, she noted, Adobe got an A++, with 222 percent sales growth since switching to a subscription-based model, and subscription box services grew 3,000 percent from 2013 to 2016 — so, somebody’s doing it right. “Any Webster said. Balancing Consistency and Change.

Financial Modeling 49

Financial Modeling Sales Budgeting Startups 49

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. Post pandemic, we will continue to take care of our staff and invest in numerous initiatives that enhance their morale and well-being — with the goal of retaining talent. Traditional face-to-face meetings are now conducted online.

Healthcare 52

Healthcare CFO Leadership Finance 52

Barry Ritholtz

JANUARY 30, 2024

Full disclosure, my firm, OLTs Wealth Management, works with Betterment, which powers our digital investment platform. And have the ability to candidly, to invest and lose money in ways that the incumbents can’t. We were, we licensed the content so it didn’t require an enormous investment, right?

Investments 59

Investments Technology Leadership Marketing 59

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. These insights powerfully demonstrate the value of a good financial model. How do you weigh and plan for the costs of such a change?

Planning 52

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

Onplan

NOVEMBER 30, 2022

Key features — The top features each platform is known for or has invested in. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Since Workday acquired Adaptive Planning, they’ve invested a lot in making the two systems work well together. Customers success.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

APRIL 15, 2022

Um, and they came across this article and this is not gonna come just a rise to anybody listening, but it says a recent article suggests that nonprofit staff are quitting for a number of reasons, including there’s limited growth for opportunity. And there’s the other 20% of us that really like financial modeling and yeah.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Barry Ritholtz

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Tell us about that.

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Benchmarking Concentration Investments Profit and Loss 106