A big thank you to everyone who made CFO Leadership LIVE such a success! 🎉 We are incredibly grateful to our panelists, John Furrey and Saurabh Pankaj, for sharing their invaluable insights on the evolving role of today’s CFO. To all the finance leaders and attendees who joined us, we appreciate your time and participation in the conversations that drive our industry forward. Your engagement made this event truly special! Looking forward to the next one. 🎤 #CFOLeadershipLive #CFOLive #Dallas #FinanceLeaders #Personiv
Personiv
Outsourcing and Offshoring Consulting
Austin, TX 59,000 followers
an eClerx division
About us
OUR PEOPLE, YOUR PRIORITIES Streamline your finance & accounting team at 50% cost savings with a team as small as one. Hectic month-end close, heaping transactional work and a lack of time and resources does not have to be the norm. Take transactional accounting off your plate, and free up your team for strategic work with top GAAP-compliant accountants offshore, saving more than half with a lean team of one or more. Our culture is steeped in excellence with a quality stamp that can’t be duplicated. And although we have every credential you’re looking for (think ISO, PCI, the works) what makes our customers so loyal is our dedication to one-on-one service, our flexible approach and our commitment to GETTING IT RIGHT, THE FIRST TIME.
- Website
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https://personiv.com
External link for Personiv
- Industry
- Outsourcing and Offshoring Consulting
- Company size
- 10,001+ employees
- Headquarters
- Austin, TX
- Type
- Public Company
- Founded
- 1985
- Specialties
- Business Process Outsourcing (BPO), Recruitment Process Outsourcing (RPO), Customer Care Support, Web & Graphic Design Services, Back Office / Administrative Support, Lead Generation and Sales Support, Finance & Accounting, and Sales Support
Locations
Employees at Personiv
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Steve Casey
Helping leaders simplify finance and accounting operations through streamlined outsourcing solutions | CFO Peace of Mind | Army Veteran
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Inayat Ali
Deputy Manager @ Personiv | Management Professional | Driving Performance and Growth | Process Optimization | Operations Management | Team Leadership…
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David Graham
VP Client Services at Personiv
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Saravanan K
Control Analyst at Personiv.
Updates
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Transitioning from a big, established company to a startup? It's a thrilling journey, but it comes with its own set of challenges. However, Madhu Jagannathan has a secret: While solid planning is important, adaptability is your best friend. In this episode of CFO Weekly, Madhu joins us to discuss: • How to adapt your leadership style to different industries • The role of technology in driving financial performance and operational efficiency • Balancing growth with maintaining financial discipline and long-term sustainability • Key tips for seamless outsourcing and offshoring success • Emerging trends that will impact the CFO role in the next five years Check out the full episode and learn more: https://hubs.la/Q02PRNwk0 #cfoweekly #financialleadership #cfoinsights
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🎉 Hello Dallas! Today’s the day! CFO Leadership LIVE is happening and we couldn’t be more excited! Join John Furrey, and Saurabh Pankaj, and other top finance pros for a deep dive into the evolving CFO role and how to lead with strategy and finesse. 📅 Today, Sept 12 📍 Westin Dallas Stonebriar It’s not too late to join us—RSVP now: https://hubs.la/Q02PwMG00 #CFOLeadershipLIVE #FinanceLeadership #CFOs #FinanceLeaders #CFOLL #Dallas #PanelDiscussion #Networking #DallasTX #DallasTexas #DallasFortWorth #Frisco #DallasCounty #DallasEvents #Event #LunchandLearn #CFOLive
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⏳ Only 1 day to go until CFO Leadership LIVE in Dallas! 🚀 Get ready to hear from top finance leaders, including John Furrey and Saurabh Pankaj, as they share real-world insights on driving success in today’s fast-changing business landscape. Don’t miss this chance to connect, learn, and grow. 📅 Thursday, Sept 12 📍 Westin Dallas Stonebriar Save your spot now: https://hubs.la/Q02Pw2dd0 #CFOLeadershipLIVE #FinanceLeaders #CFOLL #Dallas #PanelDiscussion #Networking #DallasTX #DallasTexas #DallasFortWorth #Frisco #DallasCounty #DallasEvents #Event #LunchandLearn #CFOLive
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Navigating the Talent Challenge in Accounting 🧩 Open roles due to a talent shortage can escalate costs and lead to burnout. Hiring under-qualified candidates requires more training and supervision, adding to the burden. By strategically using outsourcing and automation, companies can fill roles with qualified personnel overseas and reduce the workload on existing employees. This approach can save up to 50% compared to U.S.-based hires without compromising on quality. Ready to optimize your talent strategy? 👉 Get now: https://hubs.la/Q02PpxNg0 #TalentShortage #AccountingTalent #HiringChallenges #WorkCulture #TalentAttraction #SurveyResults #SurveyInsights #SurveyFindings #IndustryInsights #BusinessTrends #MarketResearch #FinanceTrends
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We're excited to support Folds of Honor on September 13th at The UT Golf Club! Enjoy a day of golf, music, and more—all for a great cause. It’s going to be a fantastic day filled with golf, great food, live music, and activities for the whole family. See you there! 🏌️♂️🎶 #FoldsofHonor #SupportOurTroops #CharityEvent
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Join us on CFO Weekly as Megan Weis chats with Madhu Jagannathan, CFO at Lob, about the forefront of financial leadership. Madhu, drawing from his roles at Lob, INRIX, and ChefSteps, shares groundbreaking strategies and insights that are redefining the CFO role. Learn about his innovative approaches to team leadership, cross-departmental collaboration, and the strategic use of outsourcing and offshoring. Explore these transformative insights by listening to the full episode: https://hubs.ly/Q02Pkt-f0 & in the comments below! 👇👇👇 #cfoweekly #financialleadership #cfoinsights
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🔍 Is your finance team drowning in data entry? Discover how outsourcing data entry can free up valuable time for strategic tasks and drive efficiency. Our latest blog covers: • Key benefits of data entry outsourcing • Best practices to follow • How to choose the right partner Transform your data management approach and let your team focus on what matters most. Read the full blog to learn more! 📖👇 https://hubs.la/Q02N_ShC0 #DataEntry #DataManagement #Outsourcing #VirtualAssistant #DataEntryServices #DataEntrySpecialist #DataProcessing
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Only one week left until the The CFO Leadership Council's "From Inefficient to Indispensable" webinar! 🗓️ Ready to shift gears in your finance operations? Join us on Sept. 18th for a deep dive into how outsourcing and automation can help you streamline processes and power up efficiency. Megan Weis and our expert panel will share insights you won’t want to miss. Register now and get ready to accelerate your success! 🚀 https://hubs.la/Q02P0Xg10 #RegisterNow #CFOWebinar #FinancialLeadership #CFOLeadershipCouncil #CFOLeadershipLive #Webinar #VirtualEvent #OnlineLearning #LiveWebinar
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Top Podcast Replay! 🔊 We’re revisiting one of the most engaging episodes with Emmanuel Daniel, FinTech expert and global influencer. In this episode, Emmanuel covers everything from the digitization of financial institutions to the rise of cryptocurrencies like Bitcoin & Ethereum. Highlights: • How traditional banks are adapting to the digital age • The impact of DeFi and digital assets on balance sheets • Why blockchain is reshaping finance as we know it 👉 Listen now to this must-hear episode: https://hubs.la/Q02N_jCp0 #FinTech #CFOWeekly #Blockchain #Crypto #DeFi
Digitization of Financial Institutions
insights.personiv.com