Finance Processes

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5 Key Tips for Smarter Sales and Operations Planning Implementation

S&OP can help a company create a long-term business plan to address supply chain disruptions. Make the most of this useful process with these updated best practices.

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Juan Franco

Juan Franco

Juan is a management consultant and expert in strategy, business planning, and process improvement who has helped implement S&OP at companies in multiple industries in Latin America. He has 20 years of experience as a senior and advisory manager for corporations including Mondelez International, Yanbal International, and PwC.

How to Build a 3-statement Model: Best Practices for Valuations and Projections

To value or build projections for a company accurately, you have to factor in working capital projections—and you can’t do that without investing in a three-statement financial model.

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Abdullah Karayumak, CFA

Abdullah Karayumak, CFA

Abdullah is a financial modeling, valuations, and capital raising expert and Chartered Financial Analyst. He’s advised clients ranging from early-stage startups to multibillion-dollar enterprises, most recently for KPMG.

Digital Ledgers vs. Databases: Can Blockchain Optimize Your Supply Chain?

Blockchain isn’t just for cryptocurrency. The technology can also be used to make supply chain management more efficient, transparent, and secure. Here’s how.

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Neil Mann

Neil Mann

Neil is a business transformation expert and management consultant with more than 20 years of experience across the financial services, natural resources, hospitality, and fast-moving consumer goods sectors. He has created and implemented digital ledger technology solutions at Kearney and global mining group Rio Tinto, and is a board advisor for LogChain, a digital supply chain logistics platform.

Real Estate Financial Modeling: 3 Costly Mistakes to Avoid

Rising construction costs mean real estate developers are relying on complex—and potentially costly—finance structures more often. Smarter modeling will help keep borrowing costs low.

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Robert Finch

Robert Finch

Robert is the founder and director of UK-based property finance broker Sativa Finance and an expert in financial modeling. He has worked in real estate finance since 2006, securing ~$1.8 billion in financing for commercial acquisitions and construction projects.

The KPI Cure: How Healthcare Data Analytics Can Improve Medical Center Finances

Runaway costs have plagued the US healthcare system for decades, and providers are always looking for ways to increase efficiency without jeopardizing care. Developing smarter key performance indicators can help.

10 minute readContinue Reading
Sean Heberling

Sean Heberling

Sean is a Chartered Financial Analyst who serves as the founder and CEO of Marion Street Capital, a management consulting firm that has saved healthcare providers millions through the development of KPIs. Previously, he worked at Morgan Stanley and BNY Mellon. Sean has analyzed 10,000+ companies, built complex models, and helped facilitate investment transactions totaling in excess of $1 billion. Additionally, he is on the boards of several companies, advising on operations, growth strategy, and fundraising.

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Forensic Accounting: Due Diligence’s Secret Weapon

More than just a way to investigate financial crimes, forensic accounting is the most in-depth form of due diligence and compliance. But smaller firms often overlook its value. Here’s why that’s risky.

9 minute readContinue Reading
Ryan Zanoni

Ryan Zanoni

Ryan is a Senior Editor at Toptal. He has more than 11 years of experience as a writer and editor covering business and technology.

Refining Your Middle-market Merger Strategy: From Acquisition to Integration

The M&A failure rate runs as high as 90%, and middle-market companies tend to fare worse than larger ones due to more limited resources. Here’s how to ensure that your next acquisition succeeds.

12 minute readContinue Reading
Michael J. McDonald

Michael J. McDonald

Michael is an award-winning journalist who has worked at Bloomberg News and Thomson Financial. He is the Senior Writer for Toptal’s Finance Blog.

Toptal Finance Expert

Neil Portus | CFA, CMA

Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
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