On the latest episode of Actualizing Success, Actualize Consulting's Managing Director Irv Goldfinger, Senior Manager Brian Stitt, and Senior Manager Tyler Sciortino discuss how technology is revolutionizing treasury management and reshaping the financial landscape for businesses. They explore how software innovations like SaaS, APIs, and AI are centralizing and automating corporate treasury, enhancing control, accuracy, transparency, and providing a real-time snapshot of a company's financial health. 

Listen to learn more about:   

• Building a compelling business case for technology adoption 
• Gaining leadership buy-in for impactful technology projects 
• Transitioning away from Excel and manual processes 
• Conducting a thorough current and future state analysis 
• Optimizing technology for upcoming industry transitions 
• Testing, cross-training, and post-implementation maintenance 

About Brian Stitt:  

• Brian is a Senior Manager at Actualize Consulting with a wide and diverse range of corporate finance experience. He specializes in Business Process and Analysis, Capital Markets, Debt Compliance, Financial Planning and Analysis, Financial Risk and Liquidity, Forecasting, Foreign Exchange Trading, Strategic Planning and System Implementation. Brian earned a Bachelor of Science in Finance from Virginia Tech.  
• Email: [email protected]   

About Tyler Sciortino:  

• Tyler is a Senior Manager in the Treasury & Capital Markets practice at Actualize Consulting. He has a wide range of valuable skills and qualities, including expertise in analyzing financial research, team building, motivational leadership, critical and analytical writing abilities, a passion for business, and a strong drive to achieve success. His specializations include risk management, reporting, business requirements, and project management. Tyler holds a B.S. in Finance from the University of Illinois at Chicago.   
• Email: [email protected] 

About Irv Goldfinger: 

• Irv is a Managing Director in the Capital Markets and Treasury practice at Actualize Consulting with 40 years of experience. Irv has extensive experience across all fixed income, structured products and derivative instruments and prime brokerage, investment banking, multinational corporates, and hedge funds. He specializes in managing fit gap analysis, software development, vendor software evaluation, implementation of third-party software, regulatory compliance, systems architecture review, business process engineering, interface development, application performance tuning, and risk management. Irv holds a B.S. degree in Computer Science and Mathematics from Brooklyn College. 
• Email: [email protected]  

Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.   

More Info:   

Website: www.actualizeconsulting.com   

If you have any questions or comments, we’d love to hear from you. You can contact us at [email protected].