In the kickoff episode of Finance Leaders Unfiltered series, host Em Daigle (Founder & Chief Automation Officer, OTTO-MATES) sits down with Matt Dobson (Chief Accounting Officer, Zuora) and Gillian Munson (CFO, Vimeo) to talk about a reality most teams are feeling: 👉 Finance is being asked to be more strategic than ever, but outdated, fragmented systems and manual work are still eating up all the time. They unpack how modern finance leaders are rethinking their tech stack, organization design, and Order-to-Cash processes to move beyond just “getting the books closed” and into truly driving the business. In this episode, they discuss: • Why finance is expected to step up as a strategic partner, not just a reporting function • How broken or disconnected systems pull CFOs into “fix mode” and distract from strategy • The shift from removing basic manual work → to stitching systems together for real end-to-end insight • How modern Order-to-Cash and Zuora’s tools help support new pricing models and usage-based motions without breaking close • Turning the “back office” into a source of strategic insight with better data and automation • Practical advice on where to start if your tech stack is limiting your ability to modernize Whether you’re a CFO, controller, or finance leader modernizing your stack, this conversation is packed with real-world perspective and unfiltered advice.

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