Private Equity AI ROI in the Office of the CFO

Episode DescriptionJeff Berry, CFO at BluWave, joins Sean Mooney, Lloyd Metz, and Doug McCormick to explain how AI is creating practical ROI inside the office of the CFO. He breaks down the foundations that matter most—clean data, mapped processes, clear policies, prompting discipline, and AI-enabled tools that can reduce manual work without sacrificing control. The conversation covers real use cases across AP, AR, FP&A, reporting, forecasting, process documentation, and executive decision-making. This is a tactical look at how private equity-backed companies can turn AI from experimentation into operating leverage—hit play.Episode Highlights1:13 - Moving past AI exhaustion toward practical ROI and real adoption4:38 - Jeff Berry’s five-part framework for AI in finance and accounting7:42 - Why structured CRM and ERP data creates better business insight17:17 - Mapping finance processes before using AI to improve them20:32 - Cutting 40–50 monthly hours from AP workflows with AI-enabled tools26:05 - Using Claude Code to build FP&A models and debt schedules faster38:14 - Shifting finance from producing data to acting on better insightsFor more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on Oridian Capital Partners, go to https://oridiancapital.com/For information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net