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Mike Gonzalez
|
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.
Tools
Templates
Leading
Finance Service Management
Mike Gonzalez
|
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.
Articles
Mike's Takes
Templates
Leading
Finance Service Management
Mike Gonzalez
|
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.
Articles
Templates
Company News
Mike Gonzalez
|
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.
Tools
Templates
Spend Management
Trace Updates
|
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.
Tools
Templates
Spend Management
Mike Gonzalez
|
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.
Tools
Templates
Planning & Analytics
Amy Moore
Amy Moore
|
June 7, 2022

The Buyer's Guide to Headcount Management Software

Headcount management tasks are killing your finance team’s productivity. Many companies are looking to headcount management software solutions for a fix. Here's your guide to what to look for.
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Mike's Takes
Benchmarks
Trace Solutions
Finance Service Management
Company News
Templates
Headcount Management
Models
Planning & Analytics
Collaboration & Partnership
Leadership
Spend Management

Trace is the service desk for finance. Finance teams at progressive companies like Ada Support and Parsable trust Trace to make headcount management, spend management, and business partner collaboration easier than ever before. Finance works better with Trace, because Trace works better for teams.

Service Desk for Finance
Headcount ManagementFor FP&AFor HRFor TalentFor Budget OwnersSpend ManagementFinance Service Management
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ERP IntegrationsHRIS IntegrationsATS IntegrationsProcurement Integrations
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How Progressive Teams Manage HeadcountWhat is Finance Service Management?Public Company Benchmark Analysis ToolThe Finance Calendar, an operating playbook for Corporate Finance
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