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Using Technology to Advance Treasury Operations

Using Technology to Advance Treasury Operations

FromActualizing Success


Using Technology to Advance Treasury Operations

FromActualizing Success

ratings:
Length:
23 minutes
Released:
Dec 4, 2023
Format:
Podcast episode

Description

 On the latest episode of Actualizing Success, Actualize Consulting's Managing Director Irv Goldfinger, Senior Manager Brian Stitt, and Senior Manager Tyler Sciortino discuss how technology is revolutionizing treasury management and reshaping the financial landscape for businesses. They explore how software innovations like SaaS, APIs, and AI are centralizing and automating corporate treasury, enhancing control, accuracy, transparency, and providing a real-time snapshot of a company's financial health.  Listen to learn more about:   Building a compelling business case for technology adoption Gaining leadership buy-in for impactful technology projects Transitioning away from Excel and manual processes Conducting a thorough current and future state analysis Optimizing technology for upcoming industry transitions Testing, cross-training, and post-implementation maintenance  About Brian Stitt:  Brian is a Senior Manager at Actualize Consulting with a wide and diverse range of corporate finance experience. He specializes in Business Process and Analysis, Capital Markets, Debt Compliance, Financial Planning and Analysis, Financial Risk and Liquidity, Forecasting, Foreign Exchange Trading, Strategic Planning and System Implementation. Brian earned a Bachelor of Science in Finance from Virginia Tech.  Email: bstitt@actualizeconsulting.com    About Tyler Sciortino:  Tyler is a Senior Manager in the Treasury & Capital Markets practice at Actualize Consulting. He has a wide range of valuable skills and qualities, including expertise in analyzing financial research, team building, motivational leadership, critical and analytical writing abilities, a passion for business, and a strong drive to achieve success. His specializations include risk management, reporting, business requirements, and project management. Tyler holds a B.S. in Finance from the University of Illinois at Chicago.   Email: tsciortino@actualizeconsulting.com  About Irv Goldfinger: Irv is a Managing Director in the Capital Markets and Treasury practice at Actualize Consulting with 40 years of experience. Irv has extensive experience across all fixed income, structured products and derivative instruments and prime brokerage, investment banking, multinational corporates, and hedge funds. He specializes in managing fit gap analysis, software development, vendor software evaluation, implementation of third-party software, regulatory compliance, systems architecture review, business process engineering, interface development, application performance tuning, and risk management. Irv holds a B.S. degree in Computer Science and Mathematics from Brooklyn College. Email: igoldfinger@actualizeconsulting.com   Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.      More Info:   Website: www.actualizeconsulting.com   If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.  
Released:
Dec 4, 2023
Format:
Podcast episode

Titles in the series (40)

Actualizing Success is a podcast that covers all things financial. It is based around Actualize Consulting’s main areas of expertise, Mortgage and Fixed Income and Capital Markets and Treasury. Join us as we discuss industry trends, host engaging interviews with industry leaders, and learn the ins and outs of enhancing your processes and leveraging technology to solve challenges faced in your business operations. In each episode, we will provide key takeaways to help our audience transform their operations, as well as keep you up to date on market trends and upcoming regulations.