Operating Principles

Be Curious

A strong cross-functional Finance Leader should ask better questions. Have clear communication, be curious, and the ability to connect accounting, systems, and business strategy.

AI in Accounting and Finance

The use of AI should increase automation and efficiency, while enabling higher quality review. Not replace every step in the process. Deploying AI should be strategic and thoughtful.

Controls should enable and not inhibit

A solid control environment should create confidence, efficiency, and scalability, without creating friction.

Collaboration

Accounting and Finance should be a partnership. It shouldn’t dictate direction across platforms, but rather, provide the information and tools needed to support strategic decisions at the highest level.