CFO Weekly

By: Personiv
  • Summary

  • Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model.
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Episodes
  • The AI-Powered Future of Cash Flow with Carlos Vega
    Jan 7 2025
    In this episode of CFO Weekly, Carlos Vega, Co-Founder and CEO of Tesorio, joins Megan Weis to explore how AI is transforming the invoicing and payment collection process, the importance of real-time data in cash flow management, and the emerging role of financial operations in organizations. With a strong background in finance, including roles at Lazard and Elemento Factoring, Carlos has dedicated nearly a decade to developing Tesorio's AI-powered platform. His expertise in financial operations and machine learning positions him as a thought leader in the evolving landscape of AI in finance. Under his leadership, Tesorio has helped clients like Slack and UiPath achieve remarkable efficiency and growth. In this episode, we discuss: The transformative role of AI in the invoicing and payment collection process How "connected financial operations" integrate various financial processes to provide a real-time view of cash flow The role of real-time data in improving cash flow management What the future of invoicing and payment collection will look like
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    29 mins
  • How AI Is Changing the CFO Playbook with Ashwath Bhat
    Dec 31 2024
    In the past year, AI has taken center stage, leaving a profound impact on most industries, and finance is no exception. By integrating AI tools, financial institutions have completely transformed their operations, increasing their efficiency and growth… but at what cost? To explore the role and impact of AI in finance, we discussed with Ashwath Bhat. Ashwath Bhat serves as the Chief Financial Officer at Fractal. With over twenty years of experience in global finance across multiple markets, he has a proven track record of collaborating with industry leaders to enhance financial outcomes. His expertise lies in FP&A, strategic planning, M&As, commercial finance, pricing strategies, treasury management, and in-depth financial analysis. Before Fractal, he served in various leadership roles at Nielsen, IBM, and GE. In this episode, we discuss: The role of AI in finance Leveraging AI for efficient decision-making The evolving role of CFOs in the age of AI Data privacy and cybersecurity
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    42 mins
  • Top Skills and Strategies for Standing Out in Finance with Stephen Newland
    Dec 24 2024
    Winning at the finance game requires a specific set of skills. It's not just about financial literacy or accounting; soft skills are equally important. You might wonder what these skills are and how to learn them, but don't worry. Stephen Newland, Director of FP&A at GrowthLab Finance-as-a-Service, got you covered. Stephen has worked in a finance role at various organizations, including startups, early-stage companies, nonprofits, and Fortune 500s. He earned the Certified Management Accountant designation in July 2022 and has an Honors Bachelor of Business Administration degree in Finance and Accounting from the University of Cincinnati. Before GrowthLab, Stephen held finance roles in organizations like Gravy, Qoins, North Point Community Church, Buckhead Church, Delta Air Lines, and GE. In this episode, we discuss: How does GrowthLab help businesses optimize their finances for growth? The importance of learning from mistakes What skills are essential in helping finance professionals stand out and advance more quickly within their organizations? How can finance professionals develop soft skills early on? How can you build relationships and win over the trust of leadership? Creating a plan for personal growth
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    35 mins

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