CFO Dive

FEBRUARY 21, 2023

The home goods and improvement company is committed to a $1 billion investment in compensation for its frontline workers, CFO John McPhail said, even as it forecasts flat 2023 sales.

CFO 258

CFO Sales Forecasting Investments 258

Fpanda Club

JANUARY 23, 2025

FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. In this blog post I wont focus on the activities that fall into FP&As scope by default, such as budgeting, forecasting and regular analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

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. He firmly believes that quality of talent can be a competitive advantage and investing time and resources behind that has a positive return.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

Musings on Markets

JANUARY 17, 2025

If I have terrified you with the PE story, and you have undoubtedly heard variants of this story from market experts and strategists for much of the last decade, I would hasten to add that investing on that basis would have kept you out of stocks for much of the last ten years, with catastrophic consequences for your portfolio.

Treasury 126

Treasury Valuation Marketing Forecasting 126

CFO News

OCTOBER 27, 2024

The Reserve Bank of India (RBI) maintains a positive growth forecast for India's economy, predicting a 7.2% 7% and investment banks like Goldman Sachs, which have lowered their estimates to 6.5%. expansion for the year ending March 2025. This is significantly higher than the government's projection of 6.5%-7%

Forecasting 70

Forecasting Investments Banking 70

CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments 130

Investments Budgeting Finance Marketing 130

The Finance Weekly

FEBRUARY 23, 2025

This issue hampers forecasting accuracy, risk management, and resource allocation. Without accurate insights, businesses struggle with forecasting, risk management, and resource allocation. This leads to better budgeting, more reliable forecasting, and stronger financial stability. Use past data to predict future performance.

Financial Planning and Analysis (FP&A) 52

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

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Return on (invested) capital 2. Buybacks 2.

Corporate Finance 115

Corporate Finance Valuation Finance Numbers 115

The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.

Financial Modeling 52

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

Global Finance

OCTOBER 30, 2024

year-on-year in the first half, leading forecasters to raise their full-year projections. “We Fitch upgraded the country’s sovereign rating to investment grade in July, to BBB- from BB+, with a stable outlook, and upgraded several Azeri commercial and banking entities, including SOCAR and ABB, the International Bank of Azerbaijan.

Investments 105

Investments Transportation Finance Economics 105

Future CFO

FEBRUARY 14, 2025

According to the Hitachi Vantara State of Data Infrastructure Survey, there are critical gaps that could undermine the regions AI momentum, despite ambitious investments. However, maximising AIs benefits requires more than just the right technology, it also demands investment in talent."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Barry Ritholtz

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investments 118

Investments Valuation Construction Marketing 118

Global Finance

OCTOBER 31, 2024

The GCC’s Shariah-compliant institutions are growing their assets and expanding their reach, thanks to new strategic partnerships and greater tech investment. That aggressive approach has already paid off in years of double-digit growth, and the outlook remains favorable.

Banking 105

Banking Finance Forecasting Leverage 105

The Finance Weekly

OCTOBER 30, 2024

It’s really a strategy for handling the money coming in and going out of an organization, making sure there’s enough liquidity to pay bills, invest, and handle any unexpected expenses. They offer a complete suite of features that help businesses forecast cash flows, handle short-term investments, and improve liquidity.

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

Global Finance

JANUARY 2, 2025

There was a large, continuous increase in write-offs of goodwill in investment in acquisitions. But overconfidence means that they believe their abilities to acquire, to invest, are substantially above their real abilities, and studies have shown that something like 30%, 40% of CEOs are overconfident.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Future CFO

DECEMBER 29, 2024

This involves investing in technology that automates routine tasks and provides valuable insights that can drive competitive advantage. By investing in training and development, finance leaders can equip their teams with the necessary skills to navigate the complexities of a digital finance landscape, she elaborates.

Finance 98

Finance Compliance Data Analysis Leadership 98

E78 Partners

FEBRUARY 26, 2025

Implement driver-based forecasting that links operational metrics to financial outcomes. Solution: Invest in automation tools to streamline reporting and free up FP&A capacity. Advocate for FP&A investments by demonstrating how improved analytics lead to more informed, data-backed portfolio decisions.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

Centage

MARCH 7, 2023

Read on to learn more about how investing in the right technology now can protect your business and set a path for success in the uncertain times ahead. Forward-thinking finance leaders are planning and forecasting more effectively, efficiently and more accurately thanks to modern, cloud-based automated solutions like Planning Maestro.

Financial Planning and Analysis (FP&A) 98

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

Nerd's Eye View

DECEMBER 11, 2024

Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. Importantly, CMAs are most valuable when viewed as flexible tools rather than fixed forecasts – allowing advisors to refine assumptions as markets evolve and client needs change.

Planning 98

Planning Marketing Forecasting Securities 98

Global Finance

MARCH 2, 2025

Publicly traded stocks and bonds have been great investments over the last 15 years, but wealthy investors are increasingly looking for alternatives to what the public securities markets offer them. That would represent a huge shift in investing behavior for high-net-worth (HNW) investors. trillion at the end of 2023 to $29.22

Banking 59

Banking Investments Forecasting Marketing 59

CFO Talks

DECEMBER 3, 2024

For instance, using automated invoicing software could save hours of manual work, enabling your team to focus on higher-value tasks like analysing trends or forecasting. Invest in areas that drive sustainable growth. Regularly Review Your Cost Structure A detailed cost review is not just an annual exercise.

CFO 84

CFO Financial Analysis Invoicing Economics 84

Nerd's Eye View

APRIL 12, 2023

When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.

Forecasting 98

Forecasting Math Advertising Planning 98

E78 Partners

NOVEMBER 22, 2024

Businesses must develop a strategic approach that addresses common obstacles and ensures that technology investments align with their operational goals to avoid these issues. Inadequate Budgeting and Forecasting Another common pitfall is inadequate budgeting and forecasting. How Can Companies Avoid These Pitfalls?

Technology 59

Technology Budgeting Forecasting Investments 59

Barry Ritholtz

NOVEMBER 27, 2024

I think about that calm pond this time of year when the annual Wall Street forecasts for markets and the economy get released. I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions.

Concentration 80

Concentration Forecasting Retail Marketing 80

Musings on Markets

OCTOBER 12, 2023

In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems. It is human nature to want to make the world a better place, but does impact investing have the impact that it aims to create?

Investments 103

Investments Marketing Accounting Numbers 103

Barry Ritholtz

OCTOBER 24, 2024

At least if you do forecasts for market returns over the next decade (lol), you may see incredible similarities. In other words, if you were forecasting 10-year returns of 3% annually, you are also forecasting an economic shitstorm of rare and historic proportions. If you are a strategist at Goldman Sachs , then a lot.

Forecasting 130

Forecasting Economics Treasury Technology 130

Global Finance

OCTOBER 29, 2024

Other shareholders include the International Finance Corporation (IFC), FIG Investment Company and the European Bank for Reconstruction and Development, which have agreed to sell their interests. State-owned ADQ is nevertheless charged with expanding Abu Dhabi’s investment footprint across various sectors and markets.

Profit and Loss 64

Profit and Loss Foreign Exchange Forecasting Banking 64

CFO Thought Leader

FEBRUARY 25, 2025

Youve got to invest, Koefoed says, explaining how AI-fueled demand forecasting can open untapped market segments (including the 20,000-plus legacy systems he aims to replace). Yet those bigger bets mean rethinking profitability targets, educating analysts, and staying flexible under Wall Streets watchful eye.

Forecasting 52

Forecasting CFO Education Investments 52

Barry Ritholtz

MAY 6, 2024

You probably have a good idea how things turned out: At the end of 1998, the Dow was at 9,181, just 37 points off the forecast. Fox: “When they finally published their work in 1976, they presented their forecast as the middle point of a wide range of different possible results. It hit 10,000 in March 1999, seven months early.

Forecasting 116

Forecasting Investments Numbers Marketing 116

Global Finance

MARCH 4, 2025

Among other things, a fractured economy is characterized by increased trade barriers and tariffs, geopolitical tensions and shifts to specific trading blocks (like US vs China), changing investment patterns, and supply chain disruptions. Global corporate investment patterns will also be impacted.

Economics 75

Economics Forecasting CFO Investments 75

CFO Thought Leader

MARCH 28, 2025

In this episode of Planning Aces , three forward-looking finance leaders share how theyre transforming planning and forecasting inside their organizations. Brendon Sullivan, CFO of 2X, reveals how a post-PE investment reality check led him to pioneer a weekly reporting cadence to drive faster decision-making.

CFO 45

CFO Forecasting Manufacturing Finance 45

Tips Watch

OCTOBER 7, 2024

But there is danger of an ‘outlier’ decision by the Treasury. By David Enna, Tipswatch.com It’s already Oct. 7 and we are closing in on Treasury’s November reset of the fixed and variable rates for U.S. Series I Savings Bonds. … Continue reading →

Forecasting 103

Forecasting Treasury Investments 103

The Finance Weekly

FEBRUARY 26, 2025

The platform enables cash flow management, balance sheet analysis, and financial forecasting, making it an ideal tool for finance teams looking for an integrated planning system. Investment Planning Evaluate potential investments through dynamic modeling. Who Its Meant For?

Financial Planning and Analysis (FP&A) 52

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

Global Finance

DECEMBER 26, 2024

An advanced analytics tool such as this can help users gain deeper insights into market trends and make better-informed investment decisions. Investment in our technology and architecture remains our key priority as we endeavor to meet our clients complex needs through simple, elegant solutions.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

Musings on Markets

JANUARY 28, 2025

This year, my caution would be to not read too much, at least in terms of forecasted economic growth, into the flattening or even mildly upward sloping yield curve. Put simply, the more the investing world revolves around FOMC meetings and the smoke signals that come out of them, the less these meetings matter to markets.

Banking 69

Banking Treasury Forecasting Economics 69

CFO Talks

FEBRUARY 18, 2025

It ensures that businesses have enough cash to pay for daily expenses, manage investments, and protect themselves from financial risks. Invest money wisely to earn profits without taking unnecessary risks. A stock market crash can reduce the value of investments. Companies can: Invest in different markets or industries.

Treasury 52

Treasury Profit and Loss Currencies Risk Management 52

The Finance Weekly

FEBRUARY 22, 2025

Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools. Budgeting & Forecasting - Automate budgeting processes and generate real-time financial forecasts based on live data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52