Michael Cohen
← Insights

1 min read

The Messaging Problem — CFIO vs. CFO Firm

We’ve had a problem with our messaging at @Stalliant.

I’m worried that we’re coming off as another “CFO services” firm.

@Jay Majeske is more concerned that people will think we’re programmers.

We’ve been searching for a punchy, memorable term that describes what we do.

“Financial intelligence”

“Financial architecture”

“Office of the CFIO” (the current favorite, I think)

The point is, we believe that it’s time for every finance department to seriously adopt data engineering, so they can stop being back-office firefighters and start meeting the information needs that empower the rest of the organization.

Some future-thinking orgs are already doing this. Most businesses - especially legacy businesses, industrials, and others in the “lower-middle” market - are still accepting the chaos of monthly close, lack of transparency, and 40-tab Excel workbooks as a normal cost of doing business.

Dealing with something similar?

I work with SMBs and PE-backed companies on exactly these problems — financial operations, reporting infrastructure, and analytics built on the systems you already have.

See the work →