

Real-time Data-Driven Insights and Decisions - with Josh Schauer, CFO insightsoftware
Imagine leading Finance for a company that has made 31 acquisitions over the last six years. Then, imagine the challenges of having near real-time visibility into a recently acquired company to ensure the forecast accuracy that a Private Equity firm expects from their portfolio companies, specifically from their CFO.
That is exactly the environment that Josh Schauer, CFO at insightsoftware, operates in every day! During today's episode, we discuss three main topics that are part and parcel to achieving near real-time insight into the data, performance metrics, and trends required to drive financial decisions - quickly. Those topics include:
- The challenges with fragmented data for financial decision-making
- Moving from historic to real-time data for Financial decision-making
- Developing a process to quickly integrate acquired companies into your financial systems
- Modifying budgets based on actual performance insights
If you are considering private equity as a potential exit strategy, or are part of a company that is growing through acquisition, this is a must-listen-to episode!!!
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