This episode features an interview with the hosts of the RevRec Gals Podcast, Natasha Castelli, Revenue Recognition Consultant at Apta Consulting Group, and Susan Holmes, Revenue Recognition Consultant at S. Holmes Consulting.  In this episode, Natasha and Susan discuss how to foster a community that supports and educates its members while embracing the "revenue curious". You’ll hear from Natasha and Susan about the RevDesk initiative focusing on revenue accountants and the great work it’s accomplishing. The episode also touches on collaboration, learning from peers, and the evolving natu ..read more

In this episode, Julio Martinez, Co-Founder and CEO of Abacum, discusses the role of modern financial technology. He explores the many responsibilities of finance professionals today, the crucial role of efficient automation systems, and the importance of having processes alignment for operational efficiency. He shares that finance teams are being increasingly expected to drive efficiency and effectiveness in the business environment. Julio further sheds light on how AI fits into the finance world and warns against overestimating the immediate impact of AI on the industry, given many organizat ..read more

This episode features an interview with Jaime Dreikosen, CAO, Icertis. In this episode, Jamie talks about the importance of effective communication and strategic messaging within business partnerships. Em and Jamie delve into the crucial role of empathy in fostering successful business relationships, challenging stereotypes about its perceived absence in the workplace. Em’s Takeaways: Effective Communication and Strategic Messaging: The importance of clear communication and strategic messaging in business partnerships was underscored, emphasizing the need to articulate technology initiatives ..read more

In this episode, Roxanne Brady and Jesse Fillerup from the Connor Group discuss the transformative impact of accounting automation on businesses. They delve into the evolution of technology and its incorporation into various industries. Roxanne emphasizes the necessity for a mix of traditional and innovative tools to ensure business efficiency. Jesse further elaborates on the importance of cross-functional team collaborations and the need for a dynamic approach in revenue accounting. They both advocate for automating repetitive tasks, discussing the return on investment that comes from more re ..read more

In this episode, we revisit the most interesting definitions of holistic revenue processes that stood out in Season 1. You’ll hear insights that stole the spotlight from industry leaders and trailblazers as they share their perspectives: Pete Schraeder, Partner, PwC Jackie Meer, VP of Revenue Accounting Operations, Genesys Andrew Dailey Managing Director, MGI, Research Adam Greenson, Sr. Revenue Manager, Biscom Jeff Johnson, Managing Director (Consulting Services), EY Jotham Ty, CEO, Gappify Guest Quotes: “Order-to-revenue, quote-to-cash, or quote-to-revenue—those are all concepts that came ..read more

This episode features an interview with Ulf Kasshag, Advisor at Findity, and former CFO at Findity and Snow Software.  In this episode, Ulf talks about: The differences in the roles of a COO vs a CFO How revenue and sales teams can work together His experience in managing multiple global accounts Trends he’s seeing in automation And so much more!   “As the CFO, I’ve been trying to not just say, ‘Oh, you’ve got to do that.’ ‘No, you can’t’, but, ‘No, you can’t do that, that way, but maybe we can do it this way.’ So, trying to be more flexible and also explain to people why they can ..read more

This episode features an interview with Dave Storer, Controller at ConstructConnect. In this episode, Dave talks about: The role of the revenue team How accounting teams can work with businesses Advice around automation How to close the books in three days And so much more!   Guest Quote: “ I believe we're in…the existential struggle for relevance for accounting.  And primarily I look at it from can the rules keep pace with the changing dynamics of things that are being offered and what decision makers find important.”   Timestamps:  *(01:40) - Off the Ledger *(09:15) - G ..read more

This episode features an interview with Rohit Lalwani, Financial Controller at Bluecore. In this episode, Rohit talks about: The benefits of having an audit background His current role at Bluecore The remote working landscape Modern vs old-school controller And so much more!   Guest Quote: “I will tell you this. I think every year there's more things added to a controller's role that you'll see out there. And the expectations, for example, purchasing. Purchasing now has become a big critical piece of can you control this function as well? Treasury has been added. So I think it's an ongo ..read more

This episode features an interview with Dante Giannini, VP of Accounting and Operations at Actian. In this episode, Dante talks about: His accounting and operations role at Actian His unique philosophy on finance and accounting New things on the horizon industry wide How to set up proper reporting and operations The role of the “Modern CAO” And much more! Guest Quote: “If you only see your job as after the fact, and you can't see yourself as being in the forefront of the process and how you might influence others to get to a better outcome, then you're always going to be seen as a cost cente ..read more

This episode features an interview with Matt Dobson, SVP, Chief Accounting Officer at Zuora, and Aaron Kerzner, Regional VP of Strategic Accounts at Zuora. In this episode, Matt and Aaron share with us how accounting and sales can work together to support business strategy and fuel growth, how alignment between sales and accounting makes teams more credible negotiators, and the importance of understanding that everyone is working toward the same goal: drive revenue. Em’s Takeaways: The best BFF relationship: sales and marketing: Not going to lie, when I was in the accounting group, I did not ..read more