Q. Make a prediction and describe your vision of the business future.
Massive change is sweeping through the finance organization that can no longer be ignored. The CFO/Controller is more challenged than ever with fewer resources, tighter budgets, greater demands, and increased need for financial visibility. Wholesale migration of On-Premise systems to Software as a Service (SaaS), or Cloud solutions, that readily and effectively solve those challenges, will be the de-facto standard for finance in the future.
Q. Without naming names, tell us about your favorite client and why you enjoyed working with that client.
I’ve been working with the VP Finance and Controller of a fast growing company that went from 65 employees to more than 300 in the span of 1 year. Due to outside demands to deploy a SOX-compliant accounting solution, we rapidly implemented Intacct’s Cloud Financials solution, on time and on budget, using our trademarked BusinessSimple methodology.
This immediately improved the culture of their accounting department by reducing stress and overtime, and empowering their finance team with a tool to improve their productivity and accounting processes. When we started, their monthly close was 45 days. Now it is down to 8 days.
Q. Describe your workstyle.
I’m very team focused. I’m agile and I know that I can make a decision very rapidly. I trust my own knowledge and instincts and that trust has paid off. That’s not to say that I’ve never made a mistake; I have. However, I’m equally adept at shifting in midstream when an idea doesn’t happen to be working and come up with an alternate solution that does work, sometimes even better than originally planned.
Q. What is your proudest moment?
Personally, it was the birth of my children. In business, I have been most proud of winning the AICPAs “Women to Watch” award in 2010. I was selected because of my leadership and the positive impact and influence my work has had on the accounting and consulting profession.
Beyond the Boardroom
If you were on a desert island, what would you need with you?
Proper desert island attire; good food and wine; a live band and an espresso machine - even a stove-top one for a campfire will do!
What is your favorite vacation?
Our annual spring break trip to Sanibel Island in Florida. I’ve been going since my kids were born, and now it’s a grand ritual for me and my family.
From my sister: “Live, love, learn, and leave a legacy.”
What are you reading right now?
I just finished a couple of books. One is “Behind the Cloud” by Mark Benioff, CEO of Salesforce.com. The other is “Killing Lincoln” by Bill O’Reilly. Right now, I’m in the midst of “The Race for Relevance: 5 Radical Changes for Associations” by Harrison Coerver and Mary Byers.
It's a Wonderful Life (starring Jimmy Stewart)
Word that best describes you?