Finance is often perceived as a back office function. But getting out of the back office to collaborate with other departments within an organization is a prerequisite for business success.

In this episode of The Role Forward, our host Joe Michalowski chats with Jenny Jao, the head of finance at Sprig, to discuss what it takes to build a financial model collaboratively.

Jenny shares what it was like building an operating model from the bottom up and the steps involved in the process. Jenny and Joe also discuss headcount planning, why it’s such a tough part of any operational model, and how Jenny works through it at Sprig.

Guest-at-a-Glance

💡 Name: Jenny Jao

💡 What she does: Jenny is the head of finance at Sprig.

💡 Company: Sprig

💡 Noteworthy: Jenny is a finance professional with over five years of experience at public and private companies. She is on a mission to help businesses improve existing processes and drive better performance. And in 2022, Jenny was recognized as one of Mosaic’s Movers of Strategic Finance.

💡 Where to find Jenny: LinkedIn