The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? According to Gartner, 53% of organizations do not fully achieve their strategic objectives, often due to poor planning. Steps to implement: Define a forecast period (12-24 months).

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

FEBRUARY 6, 2025

Without good financial planning, even a profitable company can run into trouble. Getting insurance to cover unexpected losses. By planning, companies can avoid big financial problems and stay strong even when unexpected challenges arise. Paying dividends Giving part of the profits to shareholders.

Corporate Finance 52

Corporate Finance Finance Profit and Loss Investments 52

Global Finance

DECEMBER 9, 2024

Global Finance: Last year, we discussed the departure of a number of high-profile foreign banks from Africa. One good recent example is in Ethiopia, where the central bank recently promulgated a number of new regulations that have made the foreign exchange market more competitive. GF : Otherwise, its a loss. GF : Less than 12%.

Marketing 98

Marketing Banking Finance Profit and Loss 98

CFO Thought Leader

OCTOBER 29, 2024

The company operated two businesses: one generating about $30 million in EBITDA, while the other incurred annual losses of roughly $10 million. Gronen proposed a strategy to merge the two operations, consolidating efforts to increase profitability. Our AI tools help identify suspicious activities, reducing the risk of financial loss.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Finance Profit and Loss 52

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. This doesn't necessarily translate to job losses, but rather a shift in required skills. This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions.

Finance 69

Finance Communication Leadership Profit and Loss 69

CFO Plans

FEBRUARY 17, 2025

It’s imperative to track financial health indicators, such as cash flow statements, balance sheets, and profit and loss accounts. Learn how CFO Plans can help you monitor these vital signs. Sustainable growth strategies ensure that every step forward is backed by careful planning and financial stability.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

CFO News Room

DECEMBER 24, 2022

A new merchandising leader undertook a review of brand profitability and saw that the company was actually losing money on its La Perla sales. The company debated whether it was worth carrying a brand that consistently created losses. What do these two examples have in common? What is a Customer-Base Audit?

Profit and Loss 130

Profit and Loss Auditing Planning Sales 130

The Finance Weekly

OCTOBER 29, 2024

The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning. If the income statement shows a profit, it boosts the equity on the balance sheet. A loss decreases equity.

Financial Modeling 52

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

Fpanda Club

JULY 24, 2022

They tend to avoid losses and prefer to keep the things as they are rather than invest in risky innovation. Discovery driven planning Another weakness of the DCF model not discussed previously in this article is its sensitivity to assumptions. As for established market players, they demonstrate much higher threshold of proof.

Financial Planning and Analysis (FP&A) 130

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

PYMNTS

OCTOBER 22, 2020

In June, HSBC resumed its plans to cut around 35,000 jobs after the plans had been temporarily put on ice during the pandemic. The pandemic had further cut into the bank's already dwindling profits, Reuters writes, and chief executive Noel Quinn said the cuts were necessary to help HSBC profits improve.

Profit and Loss 91

Profit and Loss Restructuring Banking Economics 91

PYMNTS

AUGUST 3, 2020

HSBC, Europe’s biggest bank, has seen its profits plunge in the first six months of 2020, squeezed by low interest rates and the COVD-19 pandemic, The Telegraph reported. billion, six times the number of defaulted loans last year as layoffs have hurt customers’ ability to repay debt. Pre-tax profits fell to $4.3

Profit and Loss 56

Profit and Loss Banking Securities Numbers 56

PYMNTS

MAY 24, 2018

Uber, the ride-hailing company, plans to pour its profits into expanding its products and investing in technology in emerging markets. BGR , citing an email penned by Uber CEO Dara Khosrowshahi, reported the company will reinvest profits in emerging markets, including India, so it can beef up Uber Eats and JUMP.

Profit and Loss 40

Profit and Loss Planning Marketing Valuation 40

CFO News Room

NOVEMBER 23, 2022

Duncan Burgess’ “number one passion” in his role is people. This meant everyone felt empowered to make the appropriate decisions to drive the company’s profitability”. “By So, success always comes back to the people,” says Duncan, who is a Global Finance Director. . Global issues affecting finance.

Finance 130

Finance Profit and Loss Construction Transportation 130

Musings on Markets

NOVEMBER 1, 2023

I was planning to start this post by telling you that Tesla was back in the news, but that would be misleading, since Tesla never leaves the news. First, when you see significant disagreements about what Tesla is worth, those differences come from divergent stories, not disagreements about numbers. billion on revenues of $95.9

Valuation 124

Valuation Profit and Loss Numbers Sales 124

PYMNTS

OCTOBER 30, 2020

Sportswear giant Under Armour reported a third-quarter profit of $38.9 Patrik Frisk, president and CEO of Under Armour, told The Baltimore Sun that the company is focused on returning to profitability and is planning to invest in eCommerce and company-owned retail outlets. . The deal is valued at up to $345 million.

Sales 87

Sales Profit and Loss eCommerce Retail 87

PYMNTS

AUGUST 7, 2020

Uber reported a net loss of a whopping $1.78 billion during Q2 2020, a decline from Q2 2019’s net loss of $5.24 Uber’s show loss of $1.02 Uber’s show loss of $1.02 The most interesting and discussed numbers, however, were in Uber’s ride-booking and delivery figures during the quarter. per-share deficit.

Profit and Loss 101

Profit and Loss Forecasting Numbers Marketing 101

PYMNTS

AUGUST 5, 2016

But starting up a mobile operation is just one half of a potentially profitable coin. Step 2: Minimize Mobile Fraud Losses. This, unfortunately, supposes that revenue losses to fraud can be completely eliminated. Step 3: Reduce The Cost Of Mobile Fraud Prevention.

Profit and Loss 73

Profit and Loss Planning Retail Startups 73

PYMNTS

NOVEMBER 17, 2020

Chinese eCommerce platform Pinduoduo plans to raise up to $5.6 The company plans to offer up to 25.3 But a China-based analyst told the Financial Times that while the Chinese were frequent shoppers of agricultural goods, which would help boost Pinduoduo’s user numbers, the business was low-margin.

Profit and Loss 90

Profit and Loss Manufacturing eCommerce Investments 90

PYMNTS

JANUARY 23, 2020

The real estate company has also been gradually selling off shares in its side ventures as it tries to maximize its profits. 22) that the company was honing in on its 90-day game plan to divest all of the businesses not directly central to the company’s core, which would hopefully turn WeWork’s troubles around.

Profit and Loss 52

Profit and Loss Startups Education Sales 52

Jedox Finance

JANUARY 19, 2023

Find out how to tap into the power of a great plan in an interview with Kevin Alansky, Jedox Chief Marketing Officer. Read the conversation below to learn what leaders and teams in every organization should know about optimizing their planning and performance management processes to reach Superplännen – an elevated state of planning.

Profit and Loss 98

Profit and Loss Planning SAP Forecasting 98

CFO Simplified

AUGUST 7, 2023

Too often business owners are forced to make exit decisions without any advance planning based on factors that are largely out of their control including health, divorce, and owner disputes. According to the Estate Planning Institute, 80% of U.S. As stated by the Exit Planning Institute , exit planning is a smart business strategy.

Valuation 98

Valuation Profit and Loss Planning Sales 98

PYMNTS

JULY 2, 2020

Analysts at Citi said the retailer’s performance beat expectations, and that despite the COVID-19 disruption, Primark still plans to open 10 new stores this year. Bezos noted that the added costs for the eCommerce giant will likely equal the amount of money Amazon would have expected to have earned profits in typical times.

Retail 52

Retail eCommerce Finance Sales 52

CFO Share

JUNE 6, 2024

This involves monitoring market risks, managing credit exposures, maintaining adequate liquidity, and implementing robust internal controls to prevent financial losses and ensure financial stability. Identifying Key Business Risks You may have learned in business school how to build a risk matrix and lengthy continuity plans.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

PYMNTS

FEBRUARY 6, 2020

Though Grubhub confirmed it had been meeting with financial advisors to explore a number of possibilities, including acquisition, a spokesperson asserted that “there is unequivocally no process in place to sell the company, and there are currently no plans to do so.”. The firm reported an adjusted earnings loss of $4.2

Profit and Loss 84

Profit and Loss Forecasting Sales Marketing 84

CFO News Room

JANUARY 19, 2023

These protections help safeguard investors’ funds and securities in the event of a brokerage firm’s failure or other financial losses. In addition to this protection, Robinhood has implemented measures to monitor suspicious activity and protect users from financial loss due to fraudulent activity. Is Robinhood Safe to Use?

Profit and Loss 130

Profit and Loss Securities Nonprofit Investments 130

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. This statement provides information about whether your business can generate a profit by reducing costs or increasing revenue.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. Many stakeholders view cybersecurity as an operational expense rather than a strategic investment, impacting the company's short-term profitability.

Investments 52

Investments Profit and Loss Securities Risk Management 52

Global Finance

AUGUST 16, 2024

Many analysts greeted the plan with skepticism. New York-based investment bank Jefferies attributed 30% of the value of Anglo’s steelmaking coal business to the Grosvenor mine; its coal operations are one of the assets the company plans to sell as part of the restructuring. Production is not expected to resume until next year.

Restructuring 105

Restructuring Profit and Loss Valuation Planning 105

Centage

NOVEMBER 22, 2021

Building and managing an effective budget and plan can be daunting no matter what industry, but financial planning for nonprofits can be particularly difficult. For far too long, spreadsheet-based financial planning has been the standard. Reduce Costs & Minimize Risk – Scenario & Personnel Planning for the Win!

Financial Planning and Analysis (FP&A) 72

Financial Planning and Analysis (FP&A) Nonprofit Planning Finance 72

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023.

Marketing 141

Marketing Valuation Profit and Loss Advertising 141

The Finance Weekly

MAY 29, 2024

Financial planning and analysis (FP&A) solutions provide a complete platform for organizational planning, which is important for all businesses. A study revealed that inefficiencies in the traditional FP&A role, like manual preparation of P&Ls, balance sheets, and cash flows, lead to an annual economic loss of $6.1

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

AUGUST 6, 2020

percent of its risk-weighted assets to guard against potential losses. central bank, will implement its promise to strengthen capital planning and governance at fast-growing, smaller lenders. Before the rule change, Monzo was required to have capital worth at 9 percent of its risk-weighted assets as a shield against losses.

Banking 78

Banking Profit and Loss Auditing Startups 78

PYMNTS

JULY 10, 2020

In a filing with the Securities and Exchange Commission (SEC), the startup reported it plans to raise as much as $253.5 Our solution streamlines employee, client and third-party interactions and drives increased profitability, efficiency, transparency and regulatory compliance across a financial institution.”. million by offering 7.6

Profit and Loss 79

Profit and Loss Compliance Startups Securities 79

Centage

FEBRUARY 2, 2023

However, one of the most important planning tools for a business of any size is cash flow forecasting – and it’s especially important in times of uncertainty. Knowing the timing, amount and predictability of future cash flows with cash flow forecasting should be an essential component of the budgeting and planning process.

Cash Flow Forecasting 98

Cash Flow Forecasting Forecasting Financial Planning and Analysis (FP&A) Profit and Loss 98

The Finance Weekly

FEBRUARY 23, 2022

billion is the first number that came out of the research and this represents the total amount of money lost by manual financial work. This number represents how much of an economic uplift could occur “if FP&A departments hit a conservative 0.1% As we learned from Lego, this can propel profits to a whole new level.

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

The Charity CFO

JANUARY 17, 2022

The basic accounting principles for nonprofit organizations are the same as accounting for for-profit companies. . How it works in real-life: Let’s say you host a fundraiser in September that generates a significant number of donations. You would show a large “gain” in September and large “losses” in October and November.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

Jedox Finance

SEPTEMBER 6, 2022

From new visualizations to security enhancements, to planning assistance that helps you avoid making costly mistakes, the new release increases your teams’ efficiency in operating the business. How the Jedox planning and performance platform 2022.3 Save number and language formats based on local preference. Waterfall chart.

Planning 52

Planning Profit and Loss Forecasting Financial Analysis 52