Incoming Statements

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...