#5: Optimizing Finance | Success ...

#5: Optimizing Finance | Success strategies for CFOs with Keri Holm (CFO, Torrent Consulting)

The Efficiency Code por Vertice
T1 · E5
6 nov 2024
34:56

Notas del episodio

In this episode of The Efficiency Code, CFO Keri Holm shares her hands-on experience leading finance at Torrent Consulting. Drawing from her work building finance teams from scratch, Keri offers practical advice for scaling finance operations while maintaining sustainable growth.

The conversation covers essential areas of modern finance leadership: implementing decentralized budgeting that works in practice, improving cash collection processes, and making smart decisions about technology spending. Keri breaks down how she transformed Torrent's finance function through clear communication, team alignment, and strategic use of technology.

Key topics include:

  • Building flexible, high-performing finance teams
  • Setting up decentralized budgeting with real accountability
  • Improving cash flow management
  • Evaluating and optimizing SaaS spend
  • Choosing and implementing the right tech tools

This episode is packed with practical tips for finance leaders looking to scale their operations efficiently. Whether you're building a finance team from the ground up or improving an existing function, you'll get concrete examples and strategies you can put into action.

Palabras clave

procurement
sustainable growth
SaaS
finance
expense management
budgeting
communication
technology