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Rewiring the Office of the CFO: AI as a Value Creation Lever in PE-Backed Companies | Spendflo

Автор: Spendflo

Загружено: 2026-01-13

Просмотров: 38

Описание: Rebuilding the Office of the CFO isn’t about adding more tools. It’s about rethinking how finance actually operates.
In this episode, Jordi Moncada (Executive Chairman & Co-founder, TechTorch) joins us to break down what modern CFO organizations need in PE-backed environments.
Jordi brings a rare perspective, having worked as a Bain Partner, SVP of Ops at Cisco, and now advising PE portfolio companies on deploying AI agents at scale.

We cover:
• Why traditional, cycle-based finance models fail in private equity
• What continuous finance looks like when decisions can’t wait
• The real warning signs that legacy system retrofits have plateaued
• Where CFOs should start when rebuilding from scratch:
Quote-to-cash
Procure-to-pay
FP&A
• How to approach build vs buy decisions with clarity
• The one thing CFOs can do this week to create immediate momentum

This conversation is practical, candid, and focused on execution, not theory.
If you’re a CFO, finance leader, or operator working in a high-expectation environment, this episode will resonate.

Subscribe for more conversations on how finance and procurement are evolving in an AI-first world.

About Spendflo:
Spendflo offers the best buying, negotiation, renewal & tracking service for your SaaS subscriptions. We enable companies to focus on creating value for their customers while we provide them with considerable dollar savings.

Copyright © 2024 Spendflo, Inc. All rights reserved.

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Rewiring the Office of the CFO: AI as a Value Creation Lever in PE-Backed Companies | Spendflo

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