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"Incoming Statements" is your guide to mastering modern accounting challenges. Whether it’s perfecting your month-end close, preparing for audits, or harnessing AI for better financial decisions, this podcast gives you the tools to streamline your processes, elevate your role, and deliver insights that matter.
10 Episodes
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In this episode of Incoming Statements, host Eli Geschwind sits down with Oscar Palacio, Partner of Business Transformation at CrossCountry Consulting. They explore the challenges accounting teams face when technology, process, and people don’t connect—and why the root cause often isn’t what it seems. Oscar shares why most teams use only a fraction of their accounting platforms' capabilities. He explains how misconfigured systems, training gaps, and overlooked features create manual work and ...
In this episode of Incoming Statements, host Sam Isaac sits down with Anthony Alvernaz, Co-Founder and Chief Product Officer at Numeric. They explore why true automation in accounting depends on building accurate, connected data pipelines before layering on artificial intelligence or new workflows. Anthony explains how accounting teams face both technical and cultural hurdles—messy data, broken connections, and legacy habits—that stand in the way of streamlining the month-end close and audit ...
Controllers are no longer just guardians of compliance. They can be growth catalysts. In this episode of Incoming Statements, guest host Eli Geschwind sits down with Thomas Neel, Controller at Celigo, to explore how finance leaders can drive revenue through smart systems, data, and process ownership. Thomas shares how controllers who take charge of core systems like NetSuite and CPQ can unlock hidden revenue opportunities. He walks through the power of cross-functional trust, why people must ...
In this episode of Incoming Statements, Anthony Alvernaz sits down with Ajay Vashee, General Partner at IVP and former CFO of Dropbox. Ajay discusses his career path, sharing insights into his time at Dropbox and his transition to venture capital. He emphasizes the importance of purpose-driven companies and measurable metrics in achieving long-term success. Ajay explains how Dropbox's mission to simplify file sharing guided its early growth. He highlights the value of setting ambitious goals ...
In this episode of Incoming Statements, host Anthony Alvernaz speaks with Sruthi Lanka, CFO of Public. With a unique background transitioning from software engineering during the financial crisis to finance leadership, Sruthi shares her perspective on how data and finance should be intertwined in modern financial operations. Sruthi discusses her philosophy that data warehousing should be central to finance teams, enabling daily financial visibility instead of traditional monthly reporting cyc...
In this episode of Incoming Statements, Anthony Alvernaz talks with Colin Anderson, co-founding partner of Friends & Family Capital and former Palantir Technologies CFO, about building exceptional finance teams during periods of hypergrowth. Colin shares his journey at Palantir, where he helped scale the company from 100 to over 2,000 employees and $20 billion in valuation. He explains his philosophy on hiring mission-driven people with high "CPU" rather than specific experience, and the ...
In this episode of Incoming Statements, Anthony Alvernaz sits down with Chris Canoles, Head of Strategy at Numeric, to explore what really defines a successful auditor—and why it’s not just about numbers. Chris shares how early obsessions with tracking stats on Nintendo games revealed a natural pull toward data, but it was the human connection that truly shaped his career. Through stories ranging from frozen warehouse audits to high-growth IPO environments, Chris highlights the critical role ...
Going public is a milestone—but getting there takes serious groundwork. On this episode of Incoming Statements, host Anthony Alvernaz sits down with Joanna “Jo” Lynch and Jordan Teitelbaum from Connor Group to unpack what IPO readiness really looks like behind the scenes. They break down the key elements every company needs to get right: accurate historicals, scalable close processes, and thoughtful system design. The trio also dives into the realities of scaling finance operations under pres...
In this episode of Incoming Statements, host Anthony Alvernaz sits down with Jason Pikoos, Managing Partner of Technology & Innovation at Connor Group, to explore the challenges and opportunities in finance automation. Jason shares his perspective on how teams often over-index on software solutions instead of focusing on the true capabilities of their existing technology. He stresses the importance of understanding what a tool can do rather than just how to use it. They dive into the shif...
In this episode of Incoming Statements, host Anthony Alvernaz sits down with Nate Carbrey, VP and Global Corporate Controller at Paddle, to explore the evolving role of finance leadership. Nate shares his perspective on scaling finance operations, the impact of AI-powered automation, and what it takes to build an efficient close and reporting process. The conversation dives into how AI-driven tools, like those offered by Numeric, are reshaping finance workflows. Nate discusses how automation ...
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