The Closers: Modern Revenue Accounting Podcast

This episode features an interview with the hosts of the RevRec Gals Podcast, Natasha Castelli, Revenue Recognition Consultant at Apta Consulting Group, and Susan Holmes, Revenue Recognition Consultant at S. Holmes Consulting. In this episode, Natasha and Susan discuss how to foster a community that supports and educates its members while embracing the "revenue curious". You’ll hear from Natasha and Susan about the RevDesk initiative focusing on revenue accountants and the great work it’s accomplishing. The episode also touches on collaboration, learning from peers, and the evolving nature of an accountant’s career journey.Em’s Takeaways:Passion for RevDesk: I love the RevDesk initiative, especially in the niche community of revenue accountants. It's a needed space where we can support each other and contribute to the growth and knowledge of this unique community.Proactive Business Partnership: Our conversation underscores the recurring theme of being a proactive business partner, emphasizing the importance of early involvement to build bridges and contribute to the success of business goals.Podcasts and Professional Networks: The discussion on podcasts like RevDesk highlights the value of professionals learning from each other, broadening networks within specific industries, and creating a platform for insights that can be directly applicable to one's own business or profession.Timestamps: *(02:29) - Off the Ledger*(06:52) - General Ledger*(24:24) - The Future of Revenue AccountingLinks:Connect with Em Daigle on LinkedInConnect with Natasha on LinkedInConnect with Susan on LinkedInLearn more about RevRec Gals PodcastLearn more about Zuora  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Jaime Dreikosen, CAO, Icertis.In this episode, Jamie talks about the importance of effective communication and strategic messaging within business partnerships. Em and Jamie delve into the crucial role of empathy in fostering successful business relationships, challenging stereotypes about its perceived absence in the workplace.Em’s Takeaways:Effective Communication and Strategic Messaging: The importance of clear communication and strategic messaging in business partnerships was underscored, emphasizing the need to articulate technology initiatives in a way that aligns with broader business objectives, particularly when seeking buy-in from CFOs or securing investment.Active Listening and Relationship Building: The significance of active listening was highlighted as a means to not only build relationships and gain trust but also to extract valuable insights. The takeaway emphasized the critical role of understanding the CFO's perspective and tying messages to specific business outcomes to demonstrate the direct value of technology initiatives.Balancing Compliance and Business Assistance: A key insight revolved around finding a nuanced balance between compliance and aiding the business. The speaker suggested acknowledging the gray area in business partnerships, especially in roles like being a business partner, where flexibility and adaptability in navigating the complexities of controls and support are essential.Timestamps:  *(01:04) - Off the Ledger*(07:36) - General Ledger*(32:42) - The Future of Revenue AccountingLinks:Connect with Em Daigle on LinkedInConnect with Jaime on LinkedInLearn more about IcertisLearn more about ZuoraSponsor:  Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future. If you are unable to attend live, you can watch the event on-demand using the link below.Learn more, register, or watch on-demand here.  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

In this episode, Julio Martinez, Co-Founder and CEO of Abacum, discusses the role of modern financial technology. He explores the many responsibilities of finance professionals today, the crucial role of efficient automation systems, and the importance of having processes alignment for operational efficiency. He shares that finance teams are being increasingly expected to drive efficiency and effectiveness in the business environment. Julio further sheds light on how AI fits into the finance world and warns against overestimating the immediate impact of AI on the industry, given many organizations still need to fix foundational issues before leveraging advanced technologies.Em’s Takeaways:The top three areas of focus to work on with clients: Adopt a holistic revenue approach: Make sure to collect cash before counting revenue, covering all bases from generating leads to recognizing income.Strengthen your finance tech toolkit: Boost your ERP system with modern tools for recognizing revenue and automating financial planning, helping growth and smart decisions.Tap into data automation: Simplify data processes for quick access to operational stats and financial insights, leading to clearer business talks and better decisions.Prioritize process alignment: Julio underscores the critical role of aligning technology with your operational workflows to fully leverage automation. He recommends investing in a customized tech setup that suits your unique requirements, ensuring seamless integration across systems for improved reporting accuracy and streamlined processes.Episode Timestamps:*(00:08) - Off the Ledger*(09:27) - General Ledger*(38:49) - The Future of Revenue AccountingLinks:Connect with Em Daigle on LinkedInConnect with Julio Martinez on LinkedInLearn more about AbacumLearn more about Zuora  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

In this episode, Roxanne Brady and Jesse Fillerup from the Connor Group discuss the transformative impact of accounting automation on businesses. They delve into the evolution of technology and its incorporation into various industries. Roxanne emphasizes the necessity for a mix of traditional and innovative tools to ensure business efficiency. Jesse further elaborates on the importance of cross-functional team collaborations and the need for a dynamic approach in revenue accounting. They both advocate for automating repetitive tasks, discussing the return on investment that comes from more reliable and efficient systems and processes. Em’s Takeaways:The top three areas of focus to work on with clients: Embrace the power of clean data: Roxanne shares why squeaky-clean data is your secret weapon for smooth system operations.Teamwork makes the dream work: It's all about teamwork! The accounting department collaborates with sales, legal, and operations to make smart decisions together. Everyone needs to grasp revenue recognition principles for smooth sailing.Train your team cross-functionally: Let's get everyone on the same page. Training can minimize confusion and maximize efficiency.Prioritize automation and system integration for high-growth companies: Roxanne and Jesse stressed the significant ROI of automation, enabling swift scaling alongside company growth. Their advice? Opt for a customized tech stack that suits your needs, ensuring robust inter-system connections for efficiency and accuracy.Episode Timestamps:*(00:08) - Off the Ledger*(09:27) - General Ledger*(38:49) - The Future of Revenue AccountingLinks:Connect with Em Daigle on LinkedInConnect with Roxanne Brady on LinkedInConnect with Jesse Fillerup on LinkedInLearn more about Connor GroupLearn more about Zuora  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

In this episode, we revisit the most interesting definitions of holistic revenue processes that stood out in Season 1. You’ll hear insights that stole the spotlight from industry leaders and trailblazers as they share their perspectives:Pete Schraeder, Partner, PwCJackie Meer, VP of Revenue Accounting Operations, GenesysAndrew Dailey Managing Director, MGI, ResearchAdam Greenson, Sr. Revenue Manager, BiscomJeff Johnson, Managing Director (Consulting Services), EYJotham Ty, CEO, GappifyGuest Quotes:“Order-to-revenue, quote-to-cash, or quote-to-revenue—those are all concepts that came out of the 1970s and 1980s. Quote-to-cash is dead. Long live prospect-to-disclosure.” - Andrew Dailey Managing Director, MGI, Research“I actually think of it as opportunity-to-renewal.” - Jackie Meer, VP of Revenue Accounting Operations, Genesys“The contract is really the baseline and sometimes it's the nuances of the contract, what's written into the contract, that doesn't get captured in an ERP system.” - Jeff Johnson, Managing Director (Consulting Services), EYTimestamps: *(00:49) - Pete Schraeder, Partner, PwC*(02:06) - Jackie Meer, VP of Revenue Accounting Operations, Genesys*(03:14) - Andrew Dailey, Managing Director, MGI, Research*(05:56) - Adam Greenson, Sr. Revenue Manager, Biscom*(08:49) - Jeff Johnson, Managing Director (Consulting Services), EY*(09:55) - Jotham Ty, CEO, GappifyCheck out the full episodes mentioned:Episode 7: Revenue Automation Masterclass with PwCEpisode 6: Standing Up Revenue Operations for a Multi-Billion Dollar BusinessEpisode 5: Prospect to Disclosure is a Cycle, Not a Process Episode 1: Stepping Outside of Traditional Revenue Accounting RolesEpisode 8: Solving for the Rev Rec Complexity of Modern Business ModelsEpisode 2: Accountants Need to Be Assertive When It Comes to Technology   Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Ulf Kasshag, Advisor at Findity, and former CFO at Findity and Snow Software. In this episode, Ulf talks about:The differences in the roles of a COO vs a CFOHow revenue and sales teams can work togetherHis experience in managing multiple global accountsTrends he’s seeing in automationAnd so much more! “As the CFO, I’ve been trying to not just say, ‘Oh, you’ve got to do that.’ ‘No, you can’t’, but, ‘No, you can’t do that, that way, but maybe we can do it this way.’ So, trying to be more flexible and also explain to people why they can’t do it. If you just say ‘no’, then they won’t learn.” Timestamps:*(01:14) - Off the Ledger*(14:30) - General Ledger*(33:13) - The Future of Revenue Accounting  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Dave Storer, Controller at ConstructConnect.In this episode, Dave talks about:The role of the revenue teamHow accounting teams can work with businessesAdvice around automationHow to close the books in three daysAnd so much more! Guest Quote:“ I believe we're in…the existential struggle for relevance for accounting.  And primarily I look at it from can the rules keep pace with the changing dynamics of things that are being offered and what decision makers find important.” Timestamps: *(01:40) - Off the Ledger*(09:15) - General Ledger*(25:03) - The Future of Revenue Accounting  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Rohit Lalwani, Financial Controller at Bluecore.In this episode, Rohit talks about:The benefits of having an audit backgroundHis current role at BluecoreThe remote working landscapeModern vs old-school controllerAnd so much more! Guest Quote:“I will tell you this. I think every year there's more things added to a controller's role that you'll see out there. And the expectations, for example, purchasing. Purchasing now has become a big critical piece of can you control this function as well? Treasury has been added. So I think it's an ongoing role.” Timestamps:*(01:52) - Off the Ledger*(06:35) - General Ledger*(35:01) - The Future of Revenue Accounting Check out some additional resources for this episode:Connect with Em Daigle on LinkedIn  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Jill Hauck, Revenue Operations Consultant at Jill E. Hauck Consulting. In this episode, Jill shares with us:How to integrate technology to cut costs and achieve other goalsWhy throwing headcount at the problem isn’t the answerThe cost of constant customizationsThe real lowdown on revenue subledgersAnd so much more! Guest Quote:“If we really take a step back, the solution does work it's just a matter of being patient that it's going to take a little bit of time to implement it and maybe going through the implementation maybe that 80% actually turns into 90% because, to your point, you're working with people that understand best use case options available, basically, whether within the certain point solution or maybe they have another solution that's like, oh no, just use your ERP for this.” Timestamps: *(01:53) - Off the Ledger*(10:04) - General Ledger*(40:28) - The Future of Revenue Accounting Check out some additional resources for this episode:Connect with Em Daigle on LinkedIn  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Dante Giannini, VP of Accounting and Operations at Actian.In this episode, Dante talks about:His accounting and operations role at ActianHis unique philosophy on finance and accountingNew things on the horizon industry wideHow to set up proper reporting and operationsThe role of the “Modern CAO”And much more!Guest Quote:“If you only see your job as after the fact, and you can't see yourself as being in the forefront of the process and how you might influence others to get to a better outcome, then you're always going to be seen as a cost center. You're always going to be seen as back office.”Timestamps:*(02:02) - Off the Ledger:  The role of an Accounting & Operations leader*(09:58) - General Ledger: Accounting is more than a back office function*(27:30) - The Future of Revenue Accounting: Encouraging the next generation of accountants---Check out some additional resources for this episode:Connect with Em Daigle on LinkedIn  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Matt Dobson, SVP, Chief Accounting Officer at Zuora, and Aaron Kerzner, Regional VP of Strategic Accounts at Zuora.In this episode, Matt and Aaron share with us how accounting and sales can work together to support business strategy and fuel growth, how alignment between sales and accounting makes teams more credible negotiators, and the importance of understanding that everyone is working toward the same goal: drive revenue.Em’s Takeaways:The best BFF relationship: sales and marketing: Not going to lie, when I was in the accounting group, I did not have the best relationship with sales. At times, it was even downright painful. Matt and Aaron definitely have something special in their partnership.Trust is key: Trust is something that is built over time but if sales and marketing teams take the time to build that trust, it enhances the relationship and the business and the customers also benefit greatly. Everybody wins when we trust each other.We are all working towards the same goal: When we’re open to working with one another, deals can happen faster and more efficiently. When our entire team understands the focus of each of our roles and responsibilities is in the name of the same outcome, Harness the opportunity to become more credible negotiators: When sales and marketing are fully aware of what they’re each doing and why, as in, why some things are hard nos and others are yeses, we are all gaining more credibility through knowledge shared between our teams, which sets us up for success when it comes to negotiating what we want.Episode Timestamps:*(03:00) - Off the Ledger*(13:12) - The General Ledger*(40:45) - The Future of Revenue AccountingLinks:Connect with Em Daigle on LinkedInConnect with Matt Dobson on LinkedInConnect with Aaron Kerzner on LinkedInLearn more about Zuora  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Jeff Johnson, Managing Director in the Consulting Services Practice at EY.In this episode, Jeff talks about his top three areas of focus when working with clients, why accountants should get to the table much earlier in the process, how to thoughtfully look at new business offerings through XaaS, and why it’s more imperative than ever to build a case for automation to reduce overall cost and increase efficiency.  Em’s Takeaways:The top three areas of focus to work on with clients:Embracing new consumption models: all industries are now introducing XaaS and Jeff gave us a really great example with MedTech.Tackling upstream data challenges: looking at different ways to pull all of the data together in the beginning.Accountants, don’t wait for an invitation: Get involved early with your teams with or without an official invite. You should be there!Building a business case for automation - the power of technology: When we automate with technology, we don’t have to spend money on growing headcount, which will only increase exponentially with new growth and pricing models.Episode Timestamps:*(02:14) - Off the Ledger*(11:44) - The General Ledger*(36:28) - The Future of Revenue AccountingLinks:Connect with Em Daigle on LinkedInConnect with Jeff Johnson on LinkedInLearn more about EYLearn more about ZuoraSponsor:Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future.Watch on demand and earn CPE credits here.  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Pete Schraeder, Partner at PwC.In this episode, Pete shares about how business models are evolving from ownership to usership, how automation augmentation is no longer just for the tech industry, and how he’s approaching right-sizing client solutions holistically. Pete also talks about grouping use cases and how it’s all about optimizing for business functionality.Em's Takeaways:Business models are changing from ownership to usership: There has been a trend in moving from ownership to usership and that changes the game of how businesses run. With that in mind, we need to be able to look at our current models and see where we can elevate our products or services so they can evolve to fit the current marketplace.Solutions should fit individual client needs: When right-sizing solutions, it’s important to remember there’s no “one size fits all” approach. Each client is different, they have different needs and they need to be treated and sized accordingly.Group use cases for right-sizing solutions: While we can’t forget all of the different use cases we encounter in revenue automation, three can be endless use cases. So, it’s important to ask, what use cases will provide the best functionality for what the business is trying to do? This will help create better, more efficient solutions as well as ensure the business’ ability to scale in the future.Looking at the end to end cycle holistically is crucial: When solutions are put in place in a silo, so many things get missed. A comprehensive approach is important at every transaction and triggered event upstream to create an optimized process. It’s much more difficult to fix things upstream retroactively.Segment Timestamps:*(01:56) - Off the Ledger*(10:21) - General Ledger*(36:13) - The Future of Revenue AccountingLinks:Connect with Em Daigle on LinkedInConnect with Pete Schraeder on LinkedInLearn more about PwCLearn more about ZuoraSponsor:  Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future.Watch on demand and earn CPE credits here.  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Jackie Meer, VP of Revenue Operations at Genesys.In this episode, Jackie shares with us her Rubik’s Cube approach to solving problems, how Genesys is utilizing automation, robotics and AI to transform their end-to-end process, and why it’s important to be an empathetic leader and bring your employees along for the ride.Em’s Key takeaways:Embracing “Opportunity to Renewal”: The amount of data upstream isn’t always captured through “Quote to Revenue”; it really is a holistic process. Making sure that we’re capturing all the data and that we have higher retention rates and lower churn rates.Leveraging AI puts us ahead of the curve: We need to all be thinking about how we can utilize AI for all kinds of use cases to make us more effective accounting professionals and leaders.Leading a team with empathy instead of fear: We’re all moving so quickly, but providing our teams with even a little bit of context will ultimately lead to something better in the future for everyone.Overcoming complacency through dynamic leadership Building out successful accounting teams starts with shaking things up, having an empathetic leadership approach, providing context into the “why” of what we’re doing, and bringing your people along for the ride.Empowering cross-functional teams through divide and conquer: When it comes to initiatives, we as leaders feel like we need to be a part of every decision, every meeting, and that doesn’t need to be the case if we trust cross-functional teams and leaders to do their part to make things happen.Segment Timestamps:*(01:36) - Off the Ledger*(15:05) - General Ledger*(27:17) - The Future of Revenue AccountingLinks:Connect with Em Daigle on LinkedInConnect with Jackie Meer on LinkedInLearn more about GenesysLearn more about ZuoraSponsor:  Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future. If you are unable to attend live, you can watch the event on-demand using the link below.When: September 12 2023 at 09:00 AM – 11:00 AM PDTWhere: Learn more, register, or watch on-demand here.   Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Andrew Dailey, Managing Director with MGI Research. In this episode, Andrew shares why real change only happens when an organization has strong leaders, the importance of data quality and the timeliness of data, and how inflation is impacting organizations today. Andrew also speaks into why he believes critical thinking is king and how he’s actively working to help companies evolve well in a time of constant and fast paced change. Key Takeaways:Prospect to disclosure isn’t a linear process, it's a cycle: The concept of order to cash was seen as a linear process in the 80's when systems were different. Now, they’re outdated.Agile monetization: rethinking or recasting how organizations monetize and all the systems and processes involved. Currently, this is where a lot of companies are investing and where change is happening. It’s at the core of every company.Data cleanliness and quality are key: No one owns data cleanliness or quality and yet it’s very difficult to generate profitability analysis without these elements. Clean up your data, utilize it, and make it better.Evolving monolithic ERP systems: In order to evolve, first, you have to understand your business by asking questions like - What industry are you in? What’s the maturity of your company? What’s the art of the possible vs the theoretical?Change is a muscle that must be built: Adopting and adapting on a frequent basis allows companies to future proof their company’s stability in the market. It’s time for companies to embrace innovation when it comes to packaging, pricing and the journey into automating processes to create a frictionless experience internally and externally. Constant change is the new normal and the pace of change is accelerating. To keep up, automation must be part of your company’s strategy.Segment Timestamps:*(03:00) - Off the Ledger*(20:25) - General Ledger*(29:50) - The Future of Revenue AccountingLinks:Connect with Em Daigle on LinkedInConnect with Andrew Dailey on LinkedInLearn more about MGI ResearchLearn more about ZuoraSponsor:  Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future. If you are unable to attend live, you can watch the event on-demand using the link below.When: September 12 2023 at 09:00 AM – 11:00 AM PDTWhere: Learn more, register, or watch on-demand here.   Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with David Lopez, Director in the Accounting Advisory practice at CFGI. In this episode, David speaks into setting up systems that help teams respond quickly and efficiently when things inevitably change in business, what agility looks like in the financial space, and how accountants are more than a back office function.Key Takeaways:The modern accountant is agile and acts as a strategic partner to an organization.Data is vast and available everywhere in real time, and accounting professionals miss opportunities to make strategic decisions when they don’t utilize the data.There’s immediate value and then there’s value that continues long after a project is complete, and that value keeps clients coming back.Segment Timestamps: *(03:52) - Off the Ledger*(13:47) - The General Ledger*(29:14) - The Future of Revenue AccountingLinks:Connect with Em Daigle on LinkedInConnect with David Lopez on LinkedInLearn more about CFGILearn more about ZuoraSponsor:  Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future. If you are unable to attend live, you can watch the event on-demand using the link below.When: September 12 2023 at 09:00 AM – 11:00 AM PDTWhere: Learn more, register, or watch on-demand here.   Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with David Wray, President of DFCG International Group.In this episode, David shares with us the work that needs to be done with sustainability reporting and how it’s connected to financial reporting, how to keep businesses and CFO’s responsible for monitoring modern slavery in the supply chain, and how we all have a part to play in making a difference for the next generation.Key Takeaways:It’s important to take into context how different cultures and parts of the world view and define “child labor” or “slavery” in order to have thoughtful conversations that can lead to solutions for these problems.Collecting data with due diligence is key, and in order to make sure the data is accurate, there needs to be more regulation and controls on how particular data is collected, what kind of data is collected, and what’s being done with that data.Seizing the moment as a leader is looking forward, allowing for exploration, adapting, learning, being agile and looking at how to be part of the solution.Segment Timestamps: *(03:01) - Off the Ledger *(17:22) - General Ledger*(29:21) - The Future of RALinks:Connect with Em Daigle on LinkedInConnect with David Wray on LinkedInLearn more about HuaweiLearn more about ZuoraSponsor:  Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future. If you are unable to attend live, you can watch the event on-demand using the link below.When: September 12 2023 at 09:00 AM – 11:00 AM PDTWhere: Learn more, register, or watch on-demand here.   Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Jotham Ty, a proud accountant and the CEO of Gappify.In this episode, Jotham helps us understand how accountants can be the value center for businesses, how automation technology can help the field to eliminate mechanical tasks, and what the industry can do to support and nurture the new generation of accountants.Key Takeaways:Automation opportunities help to reduce the mechanical workload accountants are currently bogged down with.AI cannot be strategic. Based on the nature of how accountants have to apply roles and understand business context, AI can support the data gathering process, but it cannot provide the human element that's needed to make all the moving pieces work.The accounting profession should not be limiting. There are a multitude of options for someone in the field  looking for their next career move.Segment Timestamps: *(03:19) - Off the Ledger *(14:54) - General Ledger*(22:42) - The Future of RALinks:Connect with Em Daigle on LinkedInConnect with Jotham Ty on LinkedInLearn more about GappifyLearn more about ZuoraSponsor:  Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future. If you are unable to attend live, you can watch the event on-demand using the link below.When: September 12 2023 at 09:00 AM – 11:00 AM PDTWhere: Learn more, register, or watch on-demand here.   Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

This episode features an interview with Adam Greenson, Sr. Revenue Manager at Biscom.In this episode, Adam shares about his experience moving out of public work and into the private sector, what it means to step out of a traditional accounting role to partner with a business, and what he sees as the key qualities and skills for a successful revenue team.Key Takeaways:Understanding how your data is collected and used is the first step in creating effective financial strategies for long-term growth.Taking the time to work through individual problems intentionally instead of rushing through them helps to avoid wasting company time and money.Foster a relational, exploratory culture among team members to be partners and collaborate on whatever is needed to maximize revenue within the business and achieve shared initiatives.Segment Timestamps: *(03:17) - Off the Ledger *(17:27) - General Ledger*(32:46) - The Future of RALinks:Connect with Em Daigle on LinkedInConnect with Adam Greenson on LinkedInLearn more about BiscomLearn more about ZuoraSponsor:  Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future. If you are unable to attend live, you can watch the event on-demand using the link below.When: September 12 2023 at 09:00 AM – 11:00 AM PDTWhere: Learn more, register, or watch on-demand here.   Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn

Welcome to “The Closers: Modern Revenue Accounting Podcast”. This is the show for accountants by accountants, where we have unfiltered conversations with the world’s most innovative CAOs, controllers, revenue accounting leaders and industry experts.We’ll dive deep into strategic and tactical insights that will help you elevate the role of accounting in your organization, be a more impactful partner to the business and grow in your career.If you want to hear what modern revenue accounting looks like today and what’s coming next, tune into “The Closers” and join the conversation. Brought to you by Zuora Revenue.  Check out additional resources for this episode:>> Connect with Em Daigle on LinkedIn