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Controllers Classified: Host Erik Zhou welcomes Jake Jones, Contoller at FinQuery

CFO THOUGHT LEADER

CHAPTER

Navigating Financial Transition and Team Collaboration

This chapter explores the intricacies of financial planning and analysis during leadership transitions, highlighting the importance of collaboration between accounting and FP&A teams. It discusses the challenges in aligning financial reporting with audit standards and emphasizes the speaker's journey from auditor to Controller at FinQuery. Additionally, the chapter outlines strategies for team management, resiliency, and the gradual shift from a flat organizational structure to a more hierarchical approach.

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