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
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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.
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