Building a Scalable Finance Function

In this episode of CFO Weekly, Jessica Trimmer, Senior Director of Revenue and Transformation at Intapp, joins Megan Weis to explore what it really takes to build a finance organization that scales. Jessica is a finance transformation leader with more than 20 years of experience helping organizations build scalable finance operations across revenue, lead to cash, and record to report processes. Throughout her career, she has led enterprise-wide transformation initiatives, modernized finance systems, strengthened governance, and helped high-growth organizations scale while maintaining strong controls and compliance. Jessica unpacks why the biggest constraint to scaling finance is rarely headcount and almost always the operating model itself. She shares the early warning signs that a finance organization has outgrown its current design, the right sequence for tackling people, process, technology, and governance, and why she would refuse to build an organization where people are the integration layer between systems. She also explores how finance can build compliance into the business rather than bolt it on, and what the best CFOs and Chief Accounting Officers will spend their time on as automation takes over the transactional work. What You'll Learn: Why the biggest constraint to scaling finance is the operating model, not headcount The early warning signs that a finance organization has outgrown its current design The right sequence for tackling people, process, technology, and governance Why automating a broken process just makes the wrong process faster How to build compliance into the business instead of bolting it on What the best CFOs and Chief Accounting Officers will spend their time on next Learn More About Jessica: Jessica Trimmer on LinkedIn Intapp Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here. Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so