In this episode of The Role Forward, Joe Michalowski hosts a deep dive into strategic finance with Bijan Moallemi and Joe Garafalo, co-founders of Mosaic. The trio unpacks the evolving landscape of business and the increasing complexity that demands more from finance professionals.

Joe emphasizes the importance of investing in finance functions, especially in today's economy. He illustrates how strategic finance operates in real time, allowing businesses to know exactly where they stand and where they're heading. This proactive approach enables teams to assess ROI on significant expenditures and make informed decisions.

Bijan and Joe also discuss the shift in planning from a structured, periodic process to a continuous one. They liken traditional finance to driving with the headlights off, while strategic finance provides clear visibility and direction. The conversation concludes with insights on the value of AI in finance and its potential to save time and drive progress.

Tune in to The Role Forward for a comprehensive understanding of strategic finance and its role in shaping successful businesses.

Guests-at-a-Glance

💡 Name: Bijan Moallemi / Joe Garafalo

💡What they do: Co-Founder and CEO / Co-Founder and COO

💡Company: Mosaic

💡Noteworthy: Joe is an experienced finance professional and the COO of Mosaic, a strategic finance platform. He has a deep understanding of the finance industry and is passionate about leveraging AI to enhance financial operations and decision-making.

As the CEO of Mosaic, Bijan is a strong advocate for strategic finance. He believes in the power of storytelling in finance and emphasizes the importance of translating complex financial data into understandable information to drive strategic decision-making.

💡 Where to find them:

Bijan: LinkedIn
Joe: LinkedIn

The State of Strategic Finance in Q3 2023

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