Finance Processes

Showing 1-8 of 147 results

How to Prepare a Cash Flow Statement Model That Actually Balances

by Pierre-Alexandre Heurtebize

When a cash flow statement model doesn’t balance, it can cause immense frustration and wasted time. The root cause of this problem most commonly resides in models being built with inconsistent and contradictory data sources.

8 minute readContinue Reading

Bringing an Outsourced Finance Team In-house: A Case Study

by James Hamory

LendEDU, a Y Combinator-backed startup, spent more than $50,000 on its outsourced finance department to create professional monthly financial statements. There was just one problem—they couldn’t trust the numbers.

6 minute readContinue Reading

How to Approach Financial Data Visualization

by Archil Lursmanashvili

Looking to make your financial models more effective with better data visualization? Design principles can be effective tools in corporate decision-making.

9 minute readContinue Reading

Unwrapping the Mysteries of Brand Valuation

by Greg Barasia, CFA

Brand value is the value a business can sell an item above the price that the supply/demand curve dictates. This value is embedded into the company’s share price but can be uncovered using PEG analysis.

10 minute readContinue Reading

Consultant Toolbox: Frameworks for Solving Anything

by Alex Graham, CFA

When something is not right in a business, it can be confusing knowing where to start to fix it. Objective frameworks like issue trees, funnel analysis, and business canvases provide an organized and data-driven way of getting to the root of a problem and give cast-iron evidence toward plotting a route forward.

13 minute readContinue Reading

Seller's Market - Financial Due Diligence Questions to Ask

by Saveen Kumar

How can you easily assess whether your business is ready for sale? Key questions need to be answered to make the sales process as smooth as possible. A checklist can help managers prepare.

14 minute readContinue Reading

Financial Forecasting When Modeling with Missing Data

by Sean Kae Siang Lim

A financial forecast is a map that leads investors to the end goal. Most forecasts fail because they assume the ability to capture a market without detailing the assumptions to get them there. Startup financial models must be granular, with no missing steps from points A to Z.

9 minute readContinue Reading

How to Recreate the Resources of a Bloomberg Terminal for Free

by Elizabeth J. Howell Hanano, CFA

We polled the Toptal Finance Expert network to find out how they access Bloomberg terminal-quality data without paying $25,000. One website we uncovered looks and feels exactly like FactSet—and costs nothing.

< 5 minute readContinue Reading

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