The Cutting Edge in Finance Automation

Jan 26th, 2022 @11:00 am
Automation is the name of the game for any finance role at a fast-growing SaaS company. Nailing this can make everyone’s life at the company significantly easier. But there is so much innovation in automation coming at such a rapid pace it can be difficult to keep up. This session will dive into the newest tools and processes to keep your accounting and finance operations running themselves.


Jason Lin

Chief Financial Officer Centage
Jason Lin serves as CFO for Centage Corporation. With over two decades of SaaS, FP&A and financial leadership experience, he manages operational efficiency and growth for this Boston-based company. With its Planning Maestro solution, Centage provides a cloud-native planning & analytics platform that delivers year-round financial intelligence. Before Jason joined Centage, he was the company’s target market, spending his entire career within corporate finance. As a self-described BizOps guy and product champion, Jason focuses on optimizing operational workflows, paving the way for growth, expanding product expertise internally, and gaining a deep understanding of how every aspect of a company works. Jason is a strong advocate for company cultures that get employees excited about coming to work, values input from everyone in the organization, and lives and breathes diversity. Before joining Centage, Jason served as ZoomInfo’s senior director of financial planning and analysis. He’s also held senior financial management roles at, ikaSystems, and TripAdvisor. Outside of work, he enjoys playing tennis and basketball, both of which draw on different skills that can be applied in the business world. Tennis requires a high level of self-sufficiency and mental fortitude while basketball is a sport that relies on teamwork and effective communication. Balancing and embracing these two important environments by breaking down silos and promoting widespread business collaboration is the kind of challenge that Jason thrives on as he helps to scale the growth of Centage. Jason earned his bachelor’s degree in finance from the Isenberg School of Management at the University of Massachusetts and his MBA from Fitchburg State University.

Oded Zehavi

CEO & Co-Founder Mesh Payments

Andrew Steele

Investment Partner Activant Capital
Andrew is Activant’s longest serving team member, behind the firm’s founding partner Steve Sarracino. Andrew joined in Activant’s first fund of $75mn and has been pivotal in scaling the firm to over $1.2bn AUM, 15 team members, and multiple offices over the past 5+ years. He is one of three senior investment leaders at the firm today, sitting on multiple boards and Activant’s investment committee. Andrew leads the firm’s fintech focus where Activant has led investments in unicorns such as Better and Bolt. He has built a leading voice in fintech through a high profile event series with Fintech Today, speaking engagements at major conferences, and published articles in Techcrunch and other major media. Prior to joining Activant, Andrew co-founded an ed-tech platform, running the company for two and a half years. He grew up in Northern Ireland on either side of the Good Friday Agreement, and moved to the US originally to attend Harvard University on an academic scholarship.

The Cutting Edge in Finance Automation

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