Keeping your finance team aligned in today's hybrid workforce can be difficult. A successful modern finance team's strategy involves connected data and internal teams. This internal alignment of data flows and workflows leads to smoother processing of tedious work and a greater focus on strategic work, leading to outcomes like a more efficient month-end close and greater understanding and predictability of cash flow.
When technology is used to automate the right things, the entire company gains from greater financial visibility.
Learning Objectives:
Tesorio
Co-Founder & CEO
carlos@tesorio.com
(650) 772-5752
Carlos is the co-founder and CEO at Tesorio. Previously, he spent a decade working in finance in various roles. His experience includes investment banking with Lazard in Latin America, co-founding a factoring company, and working for the CFO of GM's pension fund. He graduated from the University of Pennsylvania with an MBA from the Wharton School and a BA in Economics from the College of Arts & Sciences.
FloQast
Co-Founder, Chief Product Officer
As Chief Product Officer and co-founder, Chris oversees customer setup and support, product strategy, and go-to-market planning. In addition, he works hands-on with FloQast's new and existing clients to ensure their success in creating a faster, more accurate close process. Before joining FloQast, Chris was an Audit Manager at Rothstein Kass (acquired by KPMG), where he managed their largest client. He holds a Bachelor's degree in Accounting from Syracuse University.
Intercom
Chief Accounting Officer
Eric is a finance executive with extensive experience in all aspects of finance and accounting operations, revenue recognition, forecasting, business transformation, order-to-cash operations, deal structuring, investor relations, US GAAP, SOX, SEC reporting, M&A integration, system implementation, controllership, finance reporting, and business partnership. He is an analytical, results-driven leader who consistently provides sound financial advice and strategic direction.
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