EPISODE · Aug 15, 2025 · 33 MIN
Real-time Data-Driven Insights and Decisions - with Josh Schauer, CFO insightsoftware
from AI to ROI (fka Metrics that Measure Up)
Imagine leading Finance for a company that has made 31 acquisitions over the last six years. Then, imagine the challenges of having near real-time visibility into a recently acquired company to ensure the forecast accuracy that a Private Equity firm expects from their portfolio companies, specifically from their CFO.That is exactly the environment that Josh Schauer, CFO at insightsoftware, operates in every day! During today's episode, we discuss three main topics that are part and parcel to achieving near real-time insight into the data, performance metrics, and trends required to drive financial decisions - quickly. Those topics include:The challenges with fragmented data for financial decision-makingMoving from historic to real-time data for Financial decision-makingDeveloping a process to quickly integrate acquired companies into your financial systemsModifying budgets based on actual performance insightsIf you are considering private equity as a potential exit strategy, or are part of a company that is growing through acquisition, this is a must-listen-to episode!!!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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What this episode covers
Imagine leading Finance for a B2B SaaS company that has made 31 acquisitions over the last six years and you depend on having near real-time insights and data to inform decisions immediately upon monthly or quarterly close - this is the environment Josh Schauer, CFO at insightsoftware has operated for the last 15 years!
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Real-time Data-Driven Insights and Decisions - with Josh Schauer, CFO insightsoftware
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