Financial planning and accounting often pull in different directions—one looks ahead, while the other ensures accuracy in looking back. But when combined, they create a powerful foundation for strategic decision-making. That’s the perspective Almaz Woldeab, CPA, MBA—our Managing Director, Head of Client Services and Operations—shares in Episode 2 of The Asset audiocast with Scott Ramsey. “To be a solid financial planner, to forecast effectively, you need a holistic mindset,” Almaz explains. “You need to understand the operating model, the processes, the accounting, and the finances. That gives you a deep appreciation of the challenges each area of the business faces.” Almaz’ skills in shaping transformative client experiences are legendary within our team (and beyond), and she traces them to her diverse background and emphasis on values. “Our business is fundamentally about relationships, and I am proud to say we walk in lockstep with our clients.” Don’t miss her insights—listen to the full episode here: https://lnkd.in/gtuQaYu5 #Podcast #Finance #Accounting #Leadership #Operations #Strategy
