Digital Finance HQ

LinkedIn, ready to dive deep into one of the most important metrics for SaaS companies today? Join Mosaic on October 10th at 9 am PT as we host a panel of experts to discuss the power of ARR in our next webinar! ARR is more than just a number on your financial dashboard. In this webinar, we'll break down how to leverage your ARR to unlock critical insights on expansion, churn, and customer segmentation, all while addressing key limitations of this important metric. Join host stephen hedlund of Rillet alongside Enrique J Esclusa of Assemble, Peter O'Brien of Digital Finance HQ, and Vicky Magill ACMA, CGMA of WorkBuzz, to understand what your ARR truly reveals—and what it doesn’t. RSVP using the link in the comments below. ? + Send us your burning questions on ARR so we can get them answered live during the show!

The First 100 Days: A Game Plan for New Finance Leaders Our latest article on navigating the critical first 100 days of a new finance leader hire. Whether you're stepping into a CFO or VP Finance role, or bringing on new finance leadership to your growing organization, these initial months set the foundation for long-term success. We break down our three-phase approach based on recent work with a growing SAAS business: ?? First 50 Days: Stabilizing the Basics Defining roles, documenting processes, improving cash flow management, and evaluating your team structure. ?? Next 50 Days: Aligning and Transforming Creating reporting aligned with strategic goals, implementing KPI tracking, enhancing budgeting with rolling forecasts, and identifying performance improvement levers. ?? By Day 100: Delivering Results Implementing customized reporting systems, standardizing KPI frameworks, and building roadmaps for people, tech, and performance improvements. This approach recently helped a $30M SaaS platform prepare for their first outside equity investment by establishing the right finance leadership structure. Check out the full article:? A Game Plan for New or Transitioning Finance Leadership, to see how we can help you build a finance function that drives sustainable success. https://lnkd.in/eezRJqYh #FinanceLeadership #CFO #StrategicFinance #BusinessGrowth #SaaS

Fractional CFO Acceleration - we offer specialized services designed to enhance your financial operations: - CFO Expertise: Swiftly address resource gaps by engaging interim or fractional CFOs. - System Development: Establish adaptable tools for forecasting, budgeting, and reporting. - Tailored Solutions: Cost-effective support customized to suit your specific requirements. The significance of our program lies in: - Risk Mitigation and Efficiency Enhancement: Minimize financial risks and boost operational efficiency. - Preparation for Funding and Exits: Equip yourself with dependable systems and reports for funding rounds and exits. - Informed Decision Making: Utilize financial insights to make informed and strategic choices. Enhance your financial landscape with Fractional CFO Acceleration.

A Finance-Focused Value Creation Plan ?? What’s your go-to strategy for aligning the finance function post-acquisition? ?? A well-structured plan can transform the finance function into a growth engine. This is more than a roadmap, it’s a strategic framework to de-risk operations, accelerate growth, and prepare on Day 1 for a lucrative exit. By focusing on cash flow improvements, scalable processes, and team development, you’ll drive results from day one and set the course for long-term profitability. Here’s what a finance-focused value creation plan can deliver: ?? $3.25M in cash flow improvements through working capital audits and streamlined AR/AP processes. ?? $2.5M in revenue uplift via dynamic pricing strategies and vendor optimizations. ?? $2M in enhanced scalability and valuation by upgrading ERP systems, BI tools, and implementing KPI dashboards. Let’s discuss how actionable, finance-first initiatives can drive extraordinary results. Reach out to explore how we can help you implement a tailored plan that delivers results. ?? Learn more: https://lnkd.in/ejM6iSKA ?? Contact Us: [email protected]

Creating Value, One Lever at a Time ?? Every big success starts with small, first steps and a smart plan. ?? Value creation is journey that’s always in motion. It’s not that it’s a race with no finish line, it’s simply a shift towards adopting continuous, agile and feedback methods into daily operations & planning. After an acquisition or preparing for an exit, the goal isn’t to do everything at once. It’s to focus on the levers that create the most value. Whether it’s pricing optimization, reducing churn, or aligning KPIs, success lies in simple, actionable plans that get the team moving. ?? Fun fact: Did you know reducing churn by just 1%-5% can preserve millions in ARR? When we map out value creation, it’s not about solving everything on day one, it’s about understanding the key drivers that matter most. Whether it’s cutting CAC, improving retention, or adding reseller channels, a clear framework ensures the team knows where to focus. The secret sauce? Simplicity. Break it down. Get buy-in. Act fast. Those first six months? That’s your chance to shape the trajectory of the business. Big impact starts with bold, simple moves. ??How do you prioritize and act on key drivers pre and post-acquisition? See our example framework to keep everyone on the same page and communicating with the same set of values. Digital Finance HQ

Why Resilience Matters: How CFOs are Future-Proofing Finance through Talent and Technology Digital Finance HQ and Rillet have joined forces to support CFOs and businesses in building resilient finance functions that drive sustainable growth. Here’s how finance leaders are rethinking priorities, investing in technology, and addressing talent shortages to meet the challenges of today and tomorrow. Please read the attached to learn more. Key Insights: 1?? Shifting from Short-Term to Long-Term Value CFOs are moving beyond cash flow to focus on strategic planning and long-term resource allocation. 2?? Building Resilience through Talent & Technology By investing in automation and capability-building, CFOs are enhancing resilience against future disruptions. 3?? Investing in Digital Transformation AI and automation are reducing manual work, freeing up time for more strategic initiatives. 4?? Addressing Talent Shortages CFOs are actively tackling talent gaps caused by burnout and declining interest in finance careers. 5?? Freeing Teams from Manual Processes Dedicated teams are implementing digital upgrades to reduce reliance on outdated, labor-intensive systems. ??The Cycle of Strain in Finance Functions Finance teams are caught in a cycle of overwork and outdated systems, which limits their ability to focus on strategic work. CFOs are working to break this cycle by introducing specialized teams for system upgrades, automation, and operational improvements, paving the way for sustainable growth. ??Long-Term Strategic Shifts According to a recent McKinsey survey, 63% of CFOs now prioritize operational value drivers and KPI management, a significant shift from previous years. While cash management remains important, the focus is increasingly on strategic planning and resource allocation. ??Challenges to Digital Transformation CFOs cite demanding workloads, limited tech capabilities within finance teams, and resource constraints as the biggest barriers to creating value from data and technology investments. ??Talent Shortages and Burnout A recent survey shows that 84% of CFOs face significant talent shortages, and nearly half report that burnout is further diminishing the talent pool. The lack of interest among younger professionals poses an additional challenge for future staffing. ??Take the Next Step The future of finance requires resilience, technology, and strategic talent management. Digital Finance HQ and Rillet are here to support your journey toward a future-proof finance function. Let’s overcome these challenges and build a resilient foundation for 2025 and beyond! ?? Contact Us to learn how we can help you drive resilience and position your team for long-term success. ?? Digital Finance HQ: https://lnkd.in/eaByVBnp ?? Rillet: ? https://www.rillet.com ?? Let’s Build a Resilient Finance Future Together! Rillet Digital Finance HQ

Why Resilience Matters: How CFOs are Future-Proofing Finance through Talent and Technology Digital Finance HQ and Rillet have joined forces to support CFOs and businesses in building resilient finance functions that drive sustainable growth. Here’s how finance leaders are rethinking priorities, investing in technology, and addressing talent shortages to meet the challenges of today and tomorrow. Please read the attached to learn more. Key Insights: 1?? Shifting from Short-Term to Long-Term Value CFOs are moving beyond cash flow to focus on strategic planning and long-term resource allocation. 2?? Building Resilience through Talent & Technology By investing in automation and capability-building, CFOs are enhancing resilience against future disruptions. 3?? Investing in Digital Transformation AI and automation are reducing manual work, freeing up time for more strategic initiatives. 4?? Addressing Talent Shortages CFOs are actively tackling talent gaps caused by burnout and declining interest in finance careers. 5?? Freeing Teams from Manual Processes Dedicated teams are implementing digital upgrades to reduce reliance on outdated, labor-intensive systems. ??The Cycle of Strain in Finance Functions Finance teams are caught in a cycle of overwork and outdated systems, which limits their ability to focus on strategic work. CFOs are working to break this cycle by introducing specialized teams for system upgrades, automation, and operational improvements, paving the way for sustainable growth. ??Long-Term Strategic Shifts According to a recent McKinsey survey, 63% of CFOs now prioritize operational value drivers and KPI management, a significant shift from previous years. While cash management remains important, the focus is increasingly on strategic planning and resource allocation. ??Challenges to Digital Transformation CFOs cite demanding workloads, limited tech capabilities within finance teams, and resource constraints as the biggest barriers to creating value from data and technology investments. ??Talent Shortages and Burnout A recent survey shows that 84% of CFOs face significant talent shortages, and nearly half report that burnout is further diminishing the talent pool. The lack of interest among younger professionals poses an additional challenge for future staffing. ??Take the Next Step The future of finance requires resilience, technology, and strategic talent management. Digital Finance HQ and Rillet are here to support your journey toward a future-proof finance function. Let’s overcome these challenges and build a resilient foundation for 2025 and beyond! ?? Contact Us to learn how we can help you drive resilience and position your team for long-term success. ?? Digital Finance HQ: https://lnkd.in/eaByVBnp ?? Rillet: ? https://www.rillet.com ?? Let’s Build a Resilient Finance Future Together! Rillet Digital Finance HQ

What an evening sailing on the Hudson, with ?? as the backdrop. Thanks to all who joined our Rillet x Rippling Sunset Sail for making it such a memorable networking and knowledge-sharing event! Special thanks to our incredible panel with 60+ years of experience in VC and PE-backed companies sharing their insights and experience on best practices on board reporting and SaaS metrics Ray Rike, Erik Meyer, Peter O'Brien. Looking forward to the next one! ? ??