In episode 14 of The Closers: Modern Revenue Accounting Podcast, Ulf Kasshag, Advisor at Findity, shares with us how he approaches educating his team, what he sees for ROI as it relates to automation, and provides insights into leading a global finance organization. He dives into: The differences in the roles of a COO vs a CFO How revenue and sales teams can work together His experience in managing multiple global accounts Trends he’s seeing in automation And so much more! 00:00 - Intro 09:18 - Differences between acting as COO vs CFO 11:19 - Educating your team 12:10 - Supporting cross-functional teams 15:23 - Approaching domestic and international accounts 18:10 - How to deal with organizational growing pains and find a model that works 18:44 - The most important thing: find the right people 22:36 - Trends Ulf is seeing in the finance space 24:04 - Automation based on consumption 27:06 - ROI as it relates to automation 29:53 - Coping with the limited resources you have 31:11 - Pleading your case when changes need to be made 32:33 - When it’s time to free up resources internally and be creative to get the job done 34:55 - What prevents accounting teams from elevating their roles

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