CFO Thought Leader

JANUARY 9, 2024

It’s not a revenue-generating center like sales or marketing. Because of this, folks who live in G&A are at a disadvantage in comparison to their peers in sales and marketing, where a lot of investment is made because they’re revenue-generating. It’s a cost center.

Leverage 52

Leverage CFO Prioritization Leadership 52

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. The Critical Role of Cybersecurity Recent cyber threats have underscored the significance of cybersecurity in private equity investments.

Investments 59

Investments Compliance Securities Benchmarking 59

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. An experienced investment banker is needed to carry out such a process. Optimizing the sale of your company requires planning – it is not serendipitous. Maximizing Net After Tax Proceeds from a Sale.

Sales 76

Sales Mergers and Acquisitions (M&A) Planning Valuation 76

CFO News Room

DECEMBER 21, 2022

Supported by the online retail giant’s sophisticated consumer experiences, Singles’ Day has become the world’s biggest annual shopping event, with sales outperforming Black Friday and Cyber Monday combined. Singles’ Day has redefined shopping festivals to drive both short-term sales and long-term quality growth for merchants and brands.

Sales 100

Sales Benchmarking Entertainment Retail 100

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

Future CFO

JANUARY 24, 2023

Retail sales in China is expected to recover after the lifting of Covid-19 restrictions but is likely to be bumpier than those in many other major economies, said Fitch recently. year-on-year contraction in retail sales in December 2022, which led to a 0.2% The residential leverage ratio rose rapidly to 62.4%

Sales 52

Sales Retail Leverage Economics 52

Jedox Finance

MARCH 15, 2023

Sales performance management continues to gain traction across organizations of all shapes and sizes all over the world. 2 Sales performance management is extolled as a way for organizations to produce more insightful, accurate sales analyses and predictions, enabling them to become more proactive decision-makers.

Sales 52

Sales Forecasting Planning Investments 52

CFO Talks

SEPTEMBER 28, 2024

Are sales up because of a successful marketing campaign, or did operational efficiencies boost your bottom line? Bridge the Gap with Strategic Investments One of the most effective ways to translate financial performance into results is through strategic investments. Create a narrative for your financial results each quarter.

Communication 98

Communication CFO Numbers Leverage 98

PYMNTS

JULY 30, 2020

Net sales increased 40 percent to $88.9 Online grocery sales tripled. Other capital expenditures went to fulfillment, transportation and investments in Amazon Web Services. Among those numbers: Operating cash flow increased 42 percent to $51.2 billion compared with $36.0 billion for Q2 2019. billion compared with $63.4

Sales 95

Sales Transportation Leverage Numbers 95

Bramasol

NOVEMBER 11, 2024

Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments. Leading cloud providers invest heavily in security measures and compliance protocols to protect sensitive information.

SAP 90

SAP Compliance Leverage Invoicing 90

Nerd's Eye View

NOVEMBER 14, 2024

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. A highly leveraged advisor has more flexibility in shaping their day-to-day business operations.

Communication 85

Communication Leverage Sales Investments 85

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. In the long run, companies will be able to use financial planning processes for a wide array of applications and departments, from sales to marketing, HR to procurement, IT to forecasting.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

MAY 5, 2020

Online retail giant Wayfair saw its sales surge in the first quarter of 2020, even while its net loss grew. The increase in sales figures and online shoppers is in line with the overall eCommerce industry’s growth. The company’s increase in sales comes as shutdown orders have swept the globe. million to $2.3 percent. “The

Sales 52

Sales Profit and Loss eCommerce Advertising 52

PYMNTS

JULY 23, 2020

Guests should be rewarded every time they identify themselves at a point of sale. When implemented thoughtfully, loyalty can provide direct, measurable return on investment (ROI) with little additional effort.”. This both encourages them to continue using the program and provides valuable data collection for the brand.

Leverage 56

Leverage Prioritization Sales Investments 56

PYMNTS

NOVEMBER 13, 2020

Satyan Merchant, senior vice president and automotive business leader at TransUnion, said that “while the overall percentage of auto accounts leveraging financial accommodation programs has been declining, there were approximately 3.8 Online Sales Are Also Booming. Trucks Are Hot This Year.

Sales 85

Sales Banking Manufacturing Transportation 85

CFO Selections

JULY 22, 2024

Whether it’s done as part of a business sale, merger agreement, litigation proceedings, investment negotiation, succession planning, estate planning, or in compliance with financial regulations, a company valuation gives all included parties reliable information about a business’s financial worth and risk level to aid in strategic decision-making.

Valuation 52

Valuation CFO Compliance Leverage 52

PYMNTS

NOVEMBER 21, 2019

As the numbers hit the wires, sluggish sales figures and stumbling same-store sales growth hit Macy’s figures with a one-two punch, and sent its stock price spiraling as regular trading opened on the markets this morning. billion in net sales. That marked the first same-store sales decline Macy’s has seen in two years.

Sales 40

Sales Forecasting Retail Leverage 40

CFO Thought Leader

SEPTEMBER 22, 2024

Leaving behind his role as CFO at United Airlines, he stepped into the tech world, joining Apple in a sales position—a move that many saw as risky, but one that would ultimately shape his perspective on finance leadership in the Digital Age. By leveraging AI to analyze massive data sets, CFOs can make faster, more informed decisions.

Leadership 52

Leadership CFO Finance Leverage 52

CFO Talks

SEPTEMBER 18, 2024

Maximizing capital employed doesn’t always require hefty investments; instead, you can use cost-effective strategies to ensure that every rand works hard for the company. Set targets for your days sales outstanding (DSO) and days inventory outstanding (DIO) to better manage your cash cycle.

Auditing 52

Auditing Leverage Benchmarking CFO 52

PYMNTS

OCTOBER 28, 2020

Things seem to be looking up for Burger King , whose parent firm Restaurant Brands International reported this week that it made more than 94 percent of prior-year system-wide sales in Q3, with more than 96 percent of restaurants open worldwide as of September.

Sales 45

Sales Investments Leverage Planning 45

CFO Thought Leader

FEBRUARY 24, 2024

Emphasizing simplification, strategic focus, and leveraging both human insight and technology, Marc Suidan of The Beachbody Company, Emma Brown of Medius and David Freeman of Starburst share their experiences in cutting costs, enhancing digital experiences, and repositioning product offerings as key strategies for revival and expansion.

Prioritization 52

Prioritization CFO Financial Systems Sales 52

Global Finance

SEPTEMBER 6, 2024

We have seamlessly integrated customer feedback management into our product development process, leveraging customer data, artificial intelligence [AI] and tools like Medallia and Fullstory. Gomshiashvili: At Bank of Georgia, we leverage AI and machine learning to significantly enhance customer experiences and improve decision-making.

Banking 52

Banking Prioritization Leverage Finance 52

PYMNTS

JULY 21, 2020

But do customers really want to spend crypto given how many people purchase it as an investment to hold over time as it (hopefully) increases in value? “We leave that to the program manager to communicate, and we ask on our partners to make it very clear so that at the end of the day, consumers know how much they’re going to spend.”.

Sales 127

Sales Currencies B2B Communication 127

CSC Advisors

SEPTEMBER 27, 2024

5 Tips to Maximize Your SBA Loan Benefits This Tax Season Securing a Small Business Administration (SBA) loan can be a game-changer for your business, providing the necessary capital to invest in growth and operations. As you approach the 2025 tax season, it’s crucial to leverage your SBA loan’s financial advantages effectively.

Tax Planning 52

Tax Planning Leverage Prioritization Planning 52

PYMNTS

NOVEMBER 20, 2020

Research shows it has gone from 3 percent of total sales before the pandemic to 15 percent at its current rate. As D2C results bring new revenue and customers and in turn spark further innovation, organizations can’t help but notice and then invest more, Ahluwalia said. “So

Sales 85

Sales eCommerce Retail Leverage 85

CFO Thought Leader

NOVEMBER 3, 2024

Leveraging AI emerges as a key theme for optimizing financial processes and enabling real-time collaboration. He focuses on capital allocation to drive growth, particularly in AI investments, optimizing cash flow, and enhancing free cash flow per share as a key metric. Without constraints, planning becomes unrealistic and wasteful.

Financial Planning and Analysis (FP&A) 52

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

Global Finance

OCTOBER 11, 2024

JPMorgan Chase takes the top honor as Global Finance ’s World’s Best Bank for 2024, as well as the World’s Best Investment Bank and World’s Best Private Bank. Corporate & Investment Bank, rebranded as Commercial and Investment Bank in January 2024, contributed a net income of $14 billion from $49 billion in revenue.

Banking 107

Banking Foreign Exchange Profit and Loss Finance 107

CFO Plans

AUGUST 16, 2024

Whether you’re a seasoned property mogul or a budding real estate enthusiast, having a solid grasp of the tax implications tied to your investments is essential. A seasoned financial consultant can offer tailored advice that aligns with your investment goals. This can significantly reduce your taxable income.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Share

MAY 6, 2022

Whether a founder, employee, or investor, equity owners want to see a return on their investment. When taking investment from early Angel investors, selling 10% to 20% of equity is the general rule. There is a lot of risk and exposure in investing early. As a founder, you want to know how much equity you can or should give away.

Startups 98

Startups Leverage Valuation Investments 98

CFO News

MAY 9, 2023

Retailers must now adapt to this new reality by leveraging technology to create a seamless and personalized shopping experience across all channels. This means investing in digital infrastructure, such as cloud computing, e-commerce platforms, and mobile apps, to meet the changing demands of consumers.

Retail 52

Retail Leverage Sales Investments 52

E78 Partners

OCTOBER 28, 2024

By leveraging the insights of these experienced specialists, businesses can better navigate complex market conditions and maximize value creation. Private equity consulting offers specialized advice to private equity firms, portfolio companies, and investors at every stage of the investment lifecycle.

Financial Modeling 52

Financial Modeling Risk Management Restructuring Leadership 52

Global Finance

JUNE 14, 2024

Advancements in AI and generative AI have significantly influenced institutions like JP Morgan that leverage these technologies to enhance their digital, data and cloud infrastructure. While only some institutions have made early investments, going AI-first is an imperative for growth and efficiency.

Leverage 93

Leverage Risk Management Compliance Concentration 93

Nerd's Eye View

SEPTEMBER 19, 2023

Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. My guest on today's podcast is Jessica Polito.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Sales Leadership Education 69

CFO News Room

FEBRUARY 3, 2022

Alphabet leverages its various platforms and services to generate a substantial portion of its revenue from advertising. Alphabet leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees. Major competitors include Amazon.com Inc.

Profit and Loss 130

Profit and Loss Advertising Leverage Entertainment 130

PYMNTS

AUGUST 18, 2017

Case in point: Walmart beat on earnings and revenue, saw same-store sales grow and online sales explode. Investors were also less than enamored with Walmart’s thinning margins, which were pressured by aggressive price-cutting and expansive investment in eCommerce. Same-store sales managed to climb 1.7 Revenue was $123.36

Sales 41

Sales Forecasting eCommerce Numbers 41

PYMNTS

DECEMBER 2, 2019

They can capture that distribution by aligning with incumbents who can leverage enablers’ innovations. He also nodded to stock investments and the asset management space as being overfunded niches within financial services, as the space becomes increasingly digitized. It’s not a one-sided relationship, though.

Investments 50

Investments Healthcare Startups Valuation 50

PYMNTS

JULY 6, 2018

As such, grocers are turning to old retail standbys — sales and discounts — to help spur purchases, and for good reason. Sales and promotions won’t attract customers if consumers don’t know they exist, though, and many stores are now working to find improved, tech-fueled ways to better promote their discounted goods.

Sales 52

Sales Retail Leverage Data Analysis 52