Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Tax Benefit (wallstreetmojo.com) A business needs to plan the that will help it to reduce the tax burden, either in the form of exemptions or deductions according to the tax benefit principle. Recommended Articles This article has been a guide to what is Tax Benefit.

Financial Models 98

Financial Models Financial Modeling Insurance Business 98

Mergers and Inquisitions

DECEMBER 4, 2024

For more on these points, please see the public finance investment banking article and the analytical examples there. If the local government is issuing new general obligation (GO) bonds to finance the project, what type of state/local tax is it implementing to support them?

Investment Banking 105

Investment Banking Bank Banking Investment 105

Wall Street Mojo

FEBRUARY 8, 2024

Article Link to be Hyperlinked For eg: Source: Out Of Pocket Expense (wallstreetmojo.com) The employees, first spend the money out of their pocket, and then these get reimbursed by the company or business. Recommended Articles This article has been a guide to Out of Pocket Expense and its meaning.

Insurance 98

Insurance Medical Financial Models Financial Modeling 98

Wall Street Mojo

JANUARY 15, 2024

Accounting Information System refers to the computer-based method used by the companies to collect, store and process the accounting and the financial data, which the internal users of the company use to give a report regarding various information to the stakeholders of the company, such as creditors, investors, tax authorities, etc.

Accountant 98

Accountant Financial Models Financial Modeling Financial Statement 98

Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Pass Through Entity (wallstreetmojo.com) The reason for passing through income structure is that the owners otherwise get double taxed Double Taxed Double Taxation is a situation wherein a tax is levied twice on the same source of income. Start Learning Now Example #2 Let’s take another example.

Corporation 98

Corporation Profitability Financial Models Financial Modeling 98

Wizenius

JULY 2, 2023

In this article, we will delve into the three key stages of the PE investment process: Acquire, Grow, and Exit. Throughout the investment journey, PE firms keep a close eye on the Internal Rate of Return (IRR), utilizing sophisticated financial models to predict future returns accurately.

Private Equity 52

Private Equity Equities Investment Financial Models 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Convertible Securities (wallstreetmojo.com) The convertible securities are preferred over non convertible securities for investments, given the lesser payout involved and more fruitful returns expected. Recommended Articles This has been a guide to what are Convertible Securities.

Securities 98

Securities Investors Shares Financial Models 98

Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Tax-Sheltered Annuity (wallstreetmojo.com) Such annuity income plans are available for employees of public schools and non-profit organizations. Rules Examples Advantages Disadvantages Tax-Sheltered Annuity vs 401K Recommended Articles How Does A Tax-Sheltered Annuity Work?

Accountant 98

Accountant Financial Models Financial Modeling Investment 98

Wizenius

JULY 17, 2023

Dig deeper into articles related to Equity markets, IPOs, M&As, Private Equity Fundings, and Startups. Financial Modelling: Practice financial statements in Excel to build comfort and eventually transition to financial modelling. Excel and PowerPoint: Become a master of these two applications!

Investment Banking 52

Investment Banking Bank Banking Investment 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: How to Read a Balance Sheet? wallstreetmojo.com) Balance Sheet The Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. How to Read Balance Sheet Equity?

Accountant 98

Accountant Financial Statement Debt Financial Models 98

Wizenius

JULY 26, 2023

This article explores the transition, the skill sets required, and how investment banking courses, such as the Wizenius Investment Banking Course, can offer the best training for CA aspirants entering the world of investment banking. Key areas to focus on include: a. Looking for the best investment banking course in India?

Investment Banking 52

Investment Banking Investment Bank Banking 52

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. So, for example, quarterly financial models are more common in equity research, as are detailed bottoms-up models used in initiating coverage reports.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Revenue Sharing (wallstreetmojo.com) Primarily revenue distribution is a firm sharing its success with everyone—especially stakeholders. Recommended Articles This article has been a guide to what is Revenue Sharing. Revenue distribution is expressed in the form of percentages.

Shares 52

Shares Financial Models Financial Modeling Profitability 52

Wall Street Mojo

JANUARY 14, 2024

Article Link to be Hyperlinked For eg: Source: Nostro Account (wallstreetmojo.com) Through nostro account, the banks of one country keep track of the money flowing or being stored in another country. Examples Advantages Disadvantages Nostro Account vs Vostro Account Recommended Articles How Does A Nostro Account Work?

Accountant 52

Accountant Financial Models Financial Modeling Bank 52

Mergers and Inquisitions

OCTOBER 30, 2024

For more on the day-to-day tasks, please see the articles on the Corporate Finance Analyst , the FP&A Manager , and the FP&A Director. It’s worth using a site like accountingcoach.com to review all these topics from more of an “accountant’s perspective,” as we usually explain them in terms of valuation and financial modeling.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Wall Street Mojo

JANUARY 18, 2024

Article Link to be Hyperlinked For eg: Source: Trial Balance (wallstreetmojo.com) At the end of the financial year, the balances of all the ledger accounts are extracted. Recommended Articles Guide to Trial Balance and its meaning. The total of both should be equal. To guide in the identification of errors.

Accountant 98

Accountant Book-building Financial Statement Financial Models 98

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Majority Shareholder (wallstreetmojo.com) The majority shareholders enjoy decision-making power in the company as major decisions require their approval. Recommended Articles This article has been a guide to Majority Shareholder and its meaning.

Financial Models 52

Financial Models Financial Modeling Valuation Shares 52

Peak Frameworks

MAY 17, 2023

In this blog article, we will explore the basics of VBA for Excel, its importance in the finance industry, and how mastering VBA can help you stay ahead in your career. For example, in 2013, JPMorgan used VBA to build a custom model to forecast loan losses, which helped them save time and improve accuracy.

Financial Models 52

Financial Models Financial Modeling Finance Finance 52

Mergers and Inquisitions

JANUARY 24, 2024

They over-complicated the financial model (e.g., So, you could receive a financial modeling case study – as in this example – but you could also potentially receive a “qualitative” case study: Do some market research on Company X and explain why you would or would not invest, the risk factors, etc.

Equities 105

Equities Valuation Financial Statement Financial Models 105

OfficeHours

AUGUST 20, 2023

If you enjoy financial modeling and due diligence (essential skills for most finance roles) but want to dig deeper into how businesses function operationally, then the buyside could be right for you. Many first-year (and some second-year) analysts are unsure if private equity should be their next step.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Wall Street Mojo

JANUARY 15, 2024

read more , and other requirements to express his opinion on the objective and unbiased view of the company’s financial statements during the period under consideration. Recommended Articles This article has been a guide to what is Audit Evidence. Table of contents What is Audit Evidence?

Financial Statement 52

Financial Statement Financial Models Financial Modeling Accountant 52

Wall Street Mojo

JANUARY 18, 2024

Payroll Definition Payroll is an entity’s financial list of the total number of employees working with it during the period and the amount paid to them in the form of the net pay comprising the salary, wages, bonuses, commissions, deductions, various perquisites, and similar other benefits, for a particular period of the time.

Financial Models 52

Financial Models Financial Modeling Accountant Insurance 52

Wall Street Mojo

JANUARY 4, 2024

Article Link to be Hyperlinked For eg: Source: Cost Allocation (wallstreetmojo.com) It becomes necessary, especially for large organizations, because of the existence of various departments. You are free to use this image o your website, templates, etc, Please provide us with an attribution link How to Provide Attribution?

Financial Models 52

Financial Models Financial Modeling Profitability Valuation 52

Wall Street Mojo

JANUARY 17, 2024

Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Accountant 98

Accountant Finance Finance Profitability 98

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Full form Of CDS (wallstreetmojo.com) CDS is also known as a credit derivative contract or instrument that is signed between two counterparties, i.e., the buyer and the third party, who agree to take the swap of the risk. This makes a huge difference in price. First loss Credit default swap.

Financial Models 52

Financial Models Financial Modeling Insurance Valuation 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Moving Average Convergence Divergence (wallstreetmojo.com) MACD is an indicator of price momentum, showing the direction of the stock price is in the market. EMA is utilized when MACD is composed of two lines. Table of contents What Is Moving Average Convergence Divergence (MACD)?

Financial Models 52

Financial Models Financial Modeling Stock Valuation 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Interest Rate Swap | Examples | Uses | Swap Curve (wallstreetmojo.com) In this context, vanilla swap is widely used in the market. Financial institutions with good credit ratings offer swap facilities to clients and charge fees from brokers.

Financial Institution 91

Financial Institution Bank Banking Financial Models 91

Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Cost of Labor (wallstreetmojo.com) It is an amount paid by employers towards the workers’ wages, benefits, and payroll taxes. Recommended Articles This has been a guide to what is Cost Of Labor. Table of contents What Is Cost of Labor?

Financial Models 52

Financial Models Financial Modeling Manufacturing Management 52

Wall Street Mojo

JANUARY 3, 2024

Article Link to be Hyperlinked For eg: Source: Fiscal Quarter (wallstreetmojo.com) The fiscal quarter may not be same for all companies operating in the market as it is not necessarily the months aligning with the calendar quarters. Recommended Articles This has been a guide to what is Fiscal Quarter.

Financial Models 52

Financial Models Financial Modeling Public Trading Financial Statement 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Loan Calculator (Personal and Educational) (wallstreetmojo.com) Despite its usefulness, educational loan calculators have limitations. Recommended Articles This has been a Guide to Loan Calculator. Each of such points cost 1% of the loan amount. Total outgo in educational loan is 379.46

Education 52

Education S&P Financial Models Financial Modeling 52

Wizenius

JULY 9, 2023

In this article, we will discuss some common insecurities that new joiners may face and provide strategies to overcome them. Thanks, Pratik S Unlock the Secrets of Investment Banking and Financial Modeling - Enroll in Wizenius Investment Banking Course Today! Starting a new job can be an exciting yet challenging experience.

Financial Models 52

Financial Models Financial Modeling Investment Banking Bank 52

Wall Street Mojo

JANUARY 18, 2024

Bullet Bond Explained Strategy Example Advantages Disadvantages Bullet Bond vs Amortization Bond Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways A bullet bond is a fixed-income security type with a specific maturity date and pays periodic interest over the bond’s life. Table of contents What Is A Bullet Bond?

Financial Models 52

Financial Models Financial Modeling Debt Financial Institution 52

Growth Business

JUNE 7, 2023

It is a time saving device because if you are raising money, then at some point in the diligence process someone will ask to see the employee service contracts, signed copies of the memorandum and articles of association, signed copies of all your customer contracts and so on. How much money? Simon King joined Octopus Ventures in 2012.

Investors 95

Investors Business Sale Investment 95

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Profit and Loss Statement (wallstreetmojo.com) A company compares its actual P&L figures to predictions or industry benchmarks and accordingly makes adjustments in future strategies. Article Link to be Hyperlinked For eg: Source: Profit and Loss Statement (wallstreetmojo.com) How To Prepare?

Profitability 52

Profitability S&P Financial Statement Accountant 52

Wall Street Mojo

JANUARY 15, 2024

To achieve this objective of retaining employees, employers offer a valuable financial incentive, which the former should be in a position to accept. Article Link to be Hyperlinked For eg: Source: Golden Handcuffs (wallstreetmojo.com) Golden handcuff is a significant measure that companies adopt to not lose their most productive employees.

Financial Models 52

Financial Models Financial Modeling Stock Valuation 52

Wall Street Mojo

FEBRUARY 9, 2024

Article Link to be Hyperlinked For eg: Source: Bullish Engulfing Pattern (wallstreetmojo.com) This two-candlestick pattern indicates that the bears or sellers pushed the financial asset’s price lower in the green candle. Recommended Articles This has been a guide to Bullish Engulfing Pattern & its meaning. How To Trade?

Financial Asset 52

Financial Asset Financial Models Financial Modeling Stock 52

Mergers and Inquisitions

NOVEMBER 15, 2023

I first criticized the CFA in a 2009 article , which generated a lot of angry comments. Financial Modeling or Python / Data Science / AI: Starting in 2024, you must complete a “Practical Skill Module” on one of these topics for Levels I and II of the exam. Please read the articles on lateral hiring and MBA-level recruiting.

CFA 59

CFA Investment Banking Bank Banking 59