Finance Processes

When a cash flow statement doesn’t balance, it can cause frustration and waste time. In this article, a Toptal management consultant with experience at PwC describes how to prepare a statement that always tallies correctly.

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

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.

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.

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.

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.

We polled the Toptal Management Consultant 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.

Not sure when to use which valuation ratio for which situation? In this article, we’ll delve into the must-know metrics and provide heuristics of when to use which measure.

What happens when interest rates drop below zero - are you really paid to borrow money? Japan, Sweden, Denmark, Switzerland, and the Eurozone have all experienced negative rates and their experiences give pointers towards the effectiveness of such strategies.

Google Apps Script may appear familiar to those with knowledge of Microsoft’s Visual Basic for Applications (VBA) language. However, Google’s coding offers more integrations and the ability to harness workflows seamlessly across spreadsheets, documents, and presentations.

The move to a digital economy has coincided with a higher proportion of enterprise value - 84% of the S&P 500 - being derived from intangible assets, such as patents and software. Yet, accounting rules have not caught up with this shift and current disclosure practices can paint an incomplete picture for investors.

Your company’s treasury team is a powerful function that can influence all the levers of shareholder returns. Yet these teams are often poorly structured, staffed, and incentivized. Here’s how to make the most of this vital function.

Impactful applications of IoT are certain to emerge in the near future. We explore how finance professionals should think of the value it can generate for their business by creating a thought framework.

Warren Buffett’s reputation as an investor has become legendary. What can an individual investor learn from Warren Buffett’s investment philosophy, investing strategy, and past mistakes?

Share buyback schemes, if executed poorly, can be disastrous for shareholders and company stakeholders. Using three examples from the UK market, reasons for failure are explored with some suggested remedies for managers making capital allocation decisions.

Share buybacks have become a popular financial tool for cash-rich businesses that are running short on sufficient projects to invest in. Three case studies are presented here that demonstrate when share buyback schemes are successes.