Finance

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.

Speakers

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 Monster.com, 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

Privacy Notice

This privacy notice discloses the privacy practices for (www.ascentconf.com). This privacy notice applies solely to information collected by this website. It will notify you of the following:

Information Collection, Use, and Sharing

We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Your Access to and Control Over Information

You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

Security

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a lock icon in the address bar and looking for “https” at the beginning of the address of the Web page.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at 202-256-9707 or [email protected].