From Accountant to Finance Business Partner with Rachel Daly
As finance evolves from reporting to real-time decision support, the role of the finance business partner is more important than ever. In this week’s #FinanceMaster, Anders speaks with Rachel Daly, Commercial Finance Manager and CIMA Committee Member for Northern Ireland, about how accountants can successfully transition into strategic business partnering roles. We explore the mindset shifts, key skills, and career decisions that enable this transformation—and how automation and AI are reshaping what it means to add value as a finance professional today.
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Demystifying Cross-Border Transactions with Katrina Nacci
As global finance grows more interconnected, navigating cross-border accounting and GAAP conversions has never been more critical. In this week’s #FinanceMaster, Anders sits down with Katrina Nacci, CPA and technical accounting expert, to unpack the complexities of multi-jurisdictional conversions, U.S. IPO readiness, and working with global finance teams. We explore why cross-border projects are so challenging, how CFOs can prepare their organizations for success, and why agility and expertise often outweigh size when choosing the right advisory model.
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Reinvesting Quote-to-Cash with AI Unlocking Growth for Modern CFOs with Riya Grover
As AI reshapes the CFO tech stack, reinventing the quote-to-cash process has become critical for growth-focused finance leaders. In this week’s #FinanceMaster, Anders speaks with Riya Grover, CEO & Co-Founder of Sequence, about how AI is unlocking efficiency in billing and AR, bridging the CRM-to-ERP gap, and empowering finance teams to scale faster. We also explore what the modern CFO tech stack looks like, where AI is driving the most immediate value, and how automation is set to transform finance functions over the next few years.
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AI, Compliance, and the Future of the Finance Function with Steve Soter
As AI moves beyond the buzzword stage, finance leaders are already using it to transform reporting, compliance, and decision-making. In this week’s #FinanceMaster, Anders sits down with Steve Soter, VP at Workiva and former Head of SEC Reporting at Overstock, to explore where AI is driving real impact for finance and accounting teams. We unpack the most promising use cases, the biggest adoption hurdles, and how leaders can embrace AI without disrupting critical workflows—ensuring technology supports, rather than overwhelms, today’s finance professionals.
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Solving the Accounting Talent Crisis with Maura Teilbaum
As the accounting profession faces a mounting talent crisis, innovative solutions are reshaping how finance teams operate. In this week’s #FinanceMaster, we sit down with Maura Teitelbaum, COO of Elite Virtual Employment Solutions, to explore how offshoring is helping organizations address the accountant shortage. From why the Philippines stands out as a hub for skilled finance talent, to practical first steps for CFOs considering offshore models, Maura shares insights on building resilient, world-class finance functions. We also discuss how offshoring complements automation, enabling finance leaders to focus on strategic value creation across the business.
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