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Do NOT Automate What You’re Doing in a Spreadsheet
This episode features an interview with David Lopez, Director in the Accounting Advisory practice at CFGI.
In this episode, David speaks into setting up systems that help teams respond quickly and efficiently when things inevitably change in business, what agility looks like in the financial space, and how accountants are more than a back office function.
Key Takeaways:
- The modern accountant is agile and acts as a strategic partner to an organization.
- Data is vast and available everywhere in real time, and accounting professionals miss opportunities to make strategic decisions when they don’t utilize the data.
- There’s immediate value and then there’s value that continues long after a project is complete, and that value keeps clients coming back.
Segment Timestamps:
*(03:52) - Off the Ledger
*(13:47) - The General Ledger
*(29:14) - The Future of Revenue Accounting
Links:
- Connect with Em Daigle on LinkedIn
- Connect with David Lopez on LinkedIn
- Learn more about CFGI
- Learn more about Zuora
Sponsor:
Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!
Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future. If you are unable to attend live, you can watch the event on-demand using the link below.
When: September 12 2023 at 09:00 AM – 11:00 AM PDT
Where: Learn more, register, or watch on-demand here.
Check out additional resources for this episode:
>> Connect with Em Daigle on LinkedIn
View all episodes
By ZuoraThis episode features an interview with David Lopez, Director in the Accounting Advisory practice at CFGI.
In this episode, David speaks into setting up systems that help teams respond quickly and efficiently when things inevitably change in business, what agility looks like in the financial space, and how accountants are more than a back office function.
Key Takeaways:
- The modern accountant is agile and acts as a strategic partner to an organization.
- Data is vast and available everywhere in real time, and accounting professionals miss opportunities to make strategic decisions when they don’t utilize the data.
- There’s immediate value and then there’s value that continues long after a project is complete, and that value keeps clients coming back.
Segment Timestamps:
*(03:52) - Off the Ledger
*(13:47) - The General Ledger
*(29:14) - The Future of Revenue Accounting
Links:
- Connect with Em Daigle on LinkedIn
- Connect with David Lopez on LinkedIn
- Learn more about CFGI
- Learn more about Zuora
Sponsor:
Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!
Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future. If you are unable to attend live, you can watch the event on-demand using the link below.
When: September 12 2023 at 09:00 AM – 11:00 AM PDT
Where: Learn more, register, or watch on-demand here.
Check out additional resources for this episode:
>> Connect with Em Daigle on LinkedIn