In this episode of ⁠⁠⁠the 10x Finance Podcast⁠⁠⁠, ⁠⁠⁠Albert Gozzi⁠⁠⁠ and Chris Mossa discuss the evolving role of AI in finance, particularly its impact on financial modeling and the importance of human oversight. They explore the challenges of integrating AI into financial workflows, the significance of effective prompting, and the balance between learning and scaling in finance. The conversation also touches on the future of finance roles as storytelling becomes increasingly vital in the industry.

Learn more about Aleph at ⁠⁠⁠⁠https://www.getaleph.com/⁠

Chapters

• 00:00 Introduction to Graphite and AI in Finance
• 01:11 The Impact of AI on Financial Services
• 04:21 Challenges of AI in Financial Modeling
• 06:10 The Importance of Prompts in AI
• 09:12 Balancing Learning and Scaling in Finance
• 11:56 Rapid Fire Questions and Key Takeaways

In this episode of ⁠⁠the 10x Finance Podcast⁠⁠, ⁠⁠Albert Gozzi⁠⁠ and Jonnie Walker discuss the evolving landscape of finance, particularly in relation to SaaS pricing models and the challenges of forecasting revenue in a usage-based world. They explore the complexities of financial projections, the role of finance teams as buyers, and the importance of change management in adopting new tools. The conversation highlights the exciting yet challenging times in finance, driven by technological advancements and shifting market dynamics.

Chapters

• 00:00 Introduction to Modern Finance Challenges
• 02:52 The Evolution of SaaS Pricing Models
• 05:45 Forecasting Revenue in a Usage-Based World
• 09:04 The Complexity of Financial Modeling
• 11:53 The Role of Finance Teams as Buyers
• 14:42 Rapid Fire Insights on Finance Trends

In this episode of ⁠the 10x Finance Podcast⁠, ⁠Albert Gozzi⁠ and Karsten Loose discuss the evolving landscape of finance and accounting, emphasizing the need for finance teams to shift their focus from traditional FP&A practices to more forward-looking strategies. They explore the role of AI in automating tasks, the importance of actionable insights from reporting, and the necessity of accountability in financial planning. Karsten shares practical advice for finance leaders on how to effectively scale their teams and leverage technology to enhance decision-making.

Learn more about Aleph at ⁠⁠⁠https://www.getaleph.com/

Chapters

• 00:00 Introduction to Modern Finance Challenges
• 01:03 Rethinking FP&A: A Bold Perspective
• 06:09 The Role of AI in Finance
• 11:21 Transforming Reporting into Actionable Insights
• 16:46 Building Accountability in Financial Planning
• 17:36 Rapid Fire Insights on Finance Leadership

In this episode of the 10x Finance Podcast, Albert Gozzi speaks with Axel Amar about the complexities of finance in B2B versus B2C environments. They explore the challenges of forecasting, the importance of understanding business drivers, and the evolving role of finance leaders in organizations. Axel shares insights from his experiences at Turo and Airbyte, emphasizing the need for finance teams to communicate effectively and adapt to changing technologies, particularly AI.

Learn more about Aleph at ⁠⁠https://www.getaleph.com/

Chapters

• 00:00 Introduction to Finance Challenges
• 01:28 B2B vs B2C Finance Dynamics
• 06:36 Learnings from B2C to B2B
• 10:36 The Complexity of Forecasting in B2B
• 12:02 Rapid Fire Insights and Advice

In this episode of the 10x Finance Podcast, host Albert Gozzi interviews Alysaa Co to discuss the evolving landscape of board meetings and the importance of focusing on strategic priorities rather than granular reporting. They explore effective reporting strategies, the balance of power between CEOs and board members, and the significance of time management in meetings. Elisa shares insights on preferred materials for board meetings and the future of finance with AI integration.

Learn more about Aleph at ⁠⁠https://www.getaleph.com/⁠

Chapters

• 00:00 Introduction to the Podcast and Guests
• 01:06 Understanding Bain Capital Ventures
• 02:00 Rethinking Board Meeting Dynamics
• 05:46 The Importance of Context in Reporting
• 08:43 Balancing CEO and Board Input
• 11:35 Effective Time Management in Board Meetings
• 13:20 Preferred Formats for Board Materials
• 15:54 Rapid Fire Insights on Finance Trends

In this episode of the 10x Finance Podcast, host Albert Gozzi interviews Brandon Sullivan, CFO at 2x Marketing, about transforming finance operations through weekly reporting cadences. Brandon shares the importance of real-time monitoring of business metrics and the impact it has on board engagement. He emphasizes the need for continuous course correction in business strategies to ensure alignment with goals and improve overall dynamics within the organization.

Learn more about Aleph at ⁠https://www.getaleph.com/

Chapters

• 00:00 Introduction to 2X Marketing and Brandon Sullivan
• 02:34 The Importance of Weekly Financial Reporting
• 07:14 Metrics That Matter: Identifying Key Performance Indicators
• 09:39 Tools and Technology in Financial Reporting
• 11:54 Cultural Resistance and Stakeholder Buy-In
• 13:23 Common Mistakes in Financial Reporting
• 15:25 Rapid Fire Questions with Brandon Sullivan
• 18:45 Podcast Outro

In this episode of the 10x Finance Podcast, host Albert Gozzi and guest Parker Gilbert discuss the intricacies of closing financial books faster. They explore the evolution of finance teams, the importance of understanding maturity cycles, and the balance between speed and accuracy in financial reporting. The conversation also highlights common mistakes finance teams make, the significance of collaboration between finance and accounting, and the future impact of AI on finance processes.

Learn more about Aleph at ⁠https://www.getaleph.com/

Chapters

• 00:00 Introduction to Closing Books Faster
• 02:31 Understanding the Maturity Cycle in Finance
• 04:19 Evolution of Closing Processes
• 06:51 Identifying Workflow Dependencies
• 08:58 Balancing Speed and Accuracy
• 11:01 Improving Collaboration Between Finance Teams
• 13:08 Common Mistakes in Finance Teams
• 15:05 Hiring for Intangibles in Finance
• 16:22 The Future of AI in Finance

In this episode of the 10x Finance Podcast, host Albert Gozzi and guest Ali Hussain discuss the evolution of collections in finance, the role of AI in revenue automation, and the importance of data hygiene in speeding up payment processes. They explore common bottlenecks in invoicing and share insights on how finance teams can improve their operations to get paid faster. The conversation also touches on trends shaping the future of finance, emphasizing the need for flexibility and innovation in financial practices.

Learn more about Aleph at https://www.getaleph.com/

Chapters

• 00:00 Introduction to Revenue Automation
• 02:12 The Evolution of Collections Process
• 04:59 Identifying Bottlenecks in Invoicing
• 09:32 Strategies for Getting Paid Faster
• 12:19 Rapid Fire Questions and Insights

In this episode of the 10x Finance Podcast, host Albert Gozzi and guest Greg Capitolo discuss the common traits of successful startups, the importance of financial understanding among leadership teams, and the role of finance in driving growth. They emphasize the need for collaboration across teams, the significance of building a finance function early in a startup's lifecycle, and the impact of AI on the finance industry. The conversation concludes with rapid-fire questions that provide insights into common mistakes and advice for finance leaders.

Learn more about Aleph at https://www.getaleph.com/

Chapters

• 00:00 Introduction to Startup Finance
• 01:46 Common Traits of Successful Startups
• 03:20 The Role of Leadership in Financial Understanding
• 06:25 Collaboration Across Teams for Financial Success
• 10:14 Building a Finance Function Early
• 13:52 Rapid Fire Questions and Insights