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CFO THOUGHT LEADER

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

Dec 13, 2024
Jake Jones, Controller at FinQuery, shares his fascinating journey from a decade in auditing to navigating the client side of finance. He delves into the critical role of automation in streamlining accounting processes and building a resilient team. Jake emphasizes the importance of networking within the accounting community and discusses the challenges of aligning financial reporting with audit standards. With a blend of humor and practical insights, he highlights how collaboration and technology can elevate efficiency in financial operations.
46:34

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Jake Jones emphasizes the significance of building a supportive network within the accounting community for personal and professional growth.
  • The implementation of AI technology at FinQuery marks a transition from compliance-focused solutions to comprehensive tools enhancing efficiency in financial management.

Deep dives

The Evolving Role of Controllers

The podcast provides insights into the changing dynamics of finance professionals, particularly controllers and accountants. A key point discussed is the importance of building a network within the accounting community, exemplified by Jake Jones’ efforts in promoting networking through various organizations. His experience highlights that developing relationships can positively impact both personal and professional growth within the industry. The conversation emphasizes that, especially in a shrinking profession, creating supportive communities is essential for fostering a healthy future for finance professionals.

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