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Lauren Dillard, CFO – Vista Equity Partners (EP.01)

Investment Management Operations

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Scaling as a Strategic CFO

I like to think of the CFO's office and finance not as necessarily back office, but rather as a business enabler and business partner. So that was really my mandate. It is that friction point around why we still scraping PDFs in this. It's 2023. Isn't it fascinating? The financial system is held up on Excel. I mean, Excel is a fabulous tool and it's really hard to unseat. We had worked on it as a leadership team from April till then. There's a one, three, and five-year roadmap. To scale as a strategic CFO, do you look forward and build out what you think might happen in backtrack or

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