Building a Scalable Finance Function

Episode notes

In this episode of CFO Weekly, Jessica Trimmer, Senior Director of Revenue and Transformation at Intapp, joins Megan Weis to explore what it really takes to build a finance organization that scales. Jessica is a finance transformation leader with more than 20 years of experience helping organizations build scalable finance operations across revenue, lead to cash, and record to report processes. Throughout her career, she has led enterprise-wide transformation initiatives, modernized finance systems, strengthened governance, and helped high-growth organizations scale while maintaining strong controls and compliance. Jessica unpacks why the biggest constraint to scaling finance is rarely headcount and almost always the operating model itself. She shares the early warning signs that a finance organization has outgrown its current design, the right sequence for tackling people, process, technology, and governance, and why she would refuse to build an organization where people are the integration layer between systems.

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