Finance and accounting teams face the dual year-end crush of closing the books in 2020 and preparing for 2021. We take a look at some of the things that can be done today to prepare for the onslaught. Lattice will provide insights on their budgeting experience including working with both Pilot financial provider and Airbase spend management software as a case study.
Finance and accounting teams face the dual year-end crush of closing the books in 2020 and preparing for 2021. We take a look at some of the things that can be done today to prepare for the onslaught. In this session, we consider the budgeting process. We’ll hear from:
Pilot and Airbase have extensive experience supporting companies with their accounting products and services. These are particularly important to supply timely, quality financial information to the planning process. We’ll hear from each on how they help companies with their budgeting. Lattice will provide insights on their budgeting experience including working with both Pilot financial provider and Airbase spend management software as a case study.
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Jason Lopez is currently the Controller at Lattice, having begun his career at PwC and Upwork. Prior to joining Lattice, he worked at a series of SaaS start-ups, often as the sole person in the Accounting department.
Nick DeCesare is currently the Finance Manager at Lattice, his third stint in SaaS FP&A. Prior to working at SaaS startups, Nick worked as a project manager at AT&T.
Jake is on the finance team at Pilot, where he consults with customers on financial processes best practices and how to best scale accounting operations from early stages to IPO. Before joining Pilot, he audited both Fortune 500 companies and startups at KPMG.
Jason Palleschi has 20 years of experience in planning and executing marketing strategies for B2B SaaS-based providers ranging in size from early-stage startups to Fortune 500 companies.
