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April 6, 2021
Finance Playbook [Free Presentation Template]
Download the free presentation to socialize your finance strategy and operations with your team, leadership team, and board of directors. The 20+ slides include everything you need to improve finance execution.
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April 6, 2021
The Finance Calendar, an operating playbook for Corporate Finance
Read the Finance Calendar to learn the operating playbook inspired by Facebook, Zenefits, GE, and interviews with hundreds of growth-stage and enterprise finance executives.
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August 5, 2020
Introducing the Finance Ace Community
Beyond giving our customers the tools they need, we also want to share the insights and learnings they can use to drive success. To that end, we’ve created Finance Ace, a community hub for Finance teams – and made it available to anyone, customer or not.
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April 18, 2020
RFP Questions for Assessing Modern Procurement Operations
This resource outlines the critical functions and processes of modern purchase operations. It was created specifically for Procurement, FP&A and Accounting leaders at companies with a dedicated procurement function.
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March 5, 2020
Critical Supplier Assessment
Critique the granular details regarding a potential supplier and determine the overall incremental risk the partnership may bring to your organization.
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February 26, 2020
Supplier Risk Management Policy
This policy defines a framework for managing supplier relationships. It describes expectations for classifying suppliers based on risk; establishes appropriate measures to mitigate risks; and outlines processes and associated controls.
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February 3, 2020
Risk Assessment Matrix
A risk-based approach to control prioritization and implementation. This document should be used to evaluate risks based on the likelihood of occurrence and the potential Impact to the organization.
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August 17, 2021
Welcome Vicky Ascencio!
We are thrilled to welcome Vicky Ascencio to Trace’s leadership team as our Head of Customer Success. We’re fortunate to have Vicky join us – this is a big step towards our mission of building a place where people collaborate on the financial decisions that matter most.
