Webinar

Transforming Order to Cash: Finance’s Moment to Lead

As SaaS companies face market pressures – from slowing growth to rising churn and heightened scrutiny on efficiency – new ways to monetize are putting pressure on the order-to-cash process. This webinar reveals how forward-thinking finance leaders are transforming their order-to-cash process to drive compliance and growth in challenging times.

Revenue controller and order-to-cash leader Jane Koltsova, previously of PagerDuty and Salesforce, joins MGI Research analyst Andrew Dailey to share her experience in streamlining finance while also supporting a sales-driven culture.

This webinar explores:

  • The argument for why finance can lead an order-to-cash transformation 
  • Why manual reconciliations and system handoffs increase risk
  • How finance can cultivate buy-in from across the organization – even in sales-driven companies
  • Practical approaches for finance to collaborate with IT to promote transparency and improved business outcomes 
  • Common stumbling blocks for finance teams within engineering-driven organizations – and strategies to overcome them
  • Why quote-to-cash is the “flywheel of the sales team”
  • Koltsova’s advice for scaling the finance team despite an accounting labor shortage

Whether preparing for an exit, managing the scrutiny of public-company finances, or simply scaling a private company, order-to-cash is the foundation of financial operations. Discover one veteran finance leader’s perspective and the lessons learned from within companies like Salesforce and PagerDuty.

Speakers

Andrew Dailey

Managing Director at MGI Research

Jane Koltsova

Revenue Controller (PagerDuty, Salesforce)