A finance leader's guide to long-term success

As 2022 came to a close, you worked hard to finalize your company’s financial plans for what has already been an unpredictable year. Financial planning is only as good as your execution, but execution can be challenging when macro conditions are changing.

This paper offers guidance for strategically driving your financial plan forward with confidence, no matter what the market holds, including:

Ways to align your success metrics with your customers’ outcomes
Why it’s important to adjust your tactics, not your overall goals
How to create a culture of accountability that makes your plans more likely to succeed

The finance leader’s guide to managing spend for a global business

The key to optimizing global spend is enabling local spend. This guide tells you all you need to know.

Using technology to make life easier for Controllers

Two accounting leaders explain how they lighten their load through people, processes and systems.

Early-stage startup Treet manages all company spend on Brex

Treet, an early-stage startup, saves hours a month with a Brex business account, corporate cards, and expense software.

Get the CFO playbook for finance transformation

Here’s the playbook leading CFOs wished they had before beginning their finance transformation journey.

Planning advice — The lifecycle of SaaS spend

Bundle? Unbundle? Rebundle? Here’s some practical advice for deciding on how to plan and optimize your company’s SaaS spend.

Cost discipline, expense management & understanding spend allocation

Management teams will be increasingly evaluated for their efforts in maintaining cost discipline, writes this SaaS analyst. So how will you be remembered?

E-book

Sticking to the financial plan