Modern SaaS Finance with Sage A PE Operating Partner Blueprint: How to build your FinOps Tech Stack
Aug 21, 2024
Join finance experts Kevin Mason and Austin Zoutis as they share their insights into optimizing financial operations for growth. Kevin, an operating partner at Excel KKR, dives into finance automation and effective cash flow management. Austin emphasizes the importance of aligning IT systems to enhance operational efficiency. They discuss strategic financial automation, urging companies to transition from manual to automated solutions. The conversation wraps up with a focus on ongoing education and understanding investor expectations in finance.
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Assess Maturity Level
- Define your company's maturity level (reactive, proactive, or optimized).
- This helps prioritize needs and allocate resources effectively.
Stepwise Improvement
- Focus on moving one step at a time from reactive to proactive, then to optimized.
- Align with company goals and consider all necessary items for each step.
Technical Debt
- Rapid growth can lead to technical debt with application spaghetti or silos.
- This can inhibit growth if systems don't align with upstream and downstream processes.