Incoming Statements – Details, episodes & analysis

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Incoming Statements

Numeric

Education

Frequency: 1 episode/28d. Total Eps: 8

"Incoming Statements" is your guide to mastering modern accounting challenges. Whether it’s perfecting your month-end close, preparing for audits, or harnessing AI for better financial decisions, this podcast gives you the tools to streamline your processes, elevate your role, and deliver insights that matter.

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Data updated on 04/07/2026

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Score global : 48%

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Automation, Trust, and the Future of Controllership

Season 1 · Episode 8

Tuesday, September 9, 2025 • Duration 46:34

Controllers are no longer just guardians of compliance. They can be growth catalysts. In this episode of Incoming Statements, guest host Eli Geschwind sits down with Thomas Neel, Controller at Celigo, to explore how finance leaders can drive revenue through smart systems, data, and process ownership.

Thomas shares how controllers who take charge of core systems like NetSuite and CPQ can unlock hidden revenue opportunities. He walks through the power of cross-functional trust, why people must come before process, and how his team turned legacy pricing rules into new revenue streams. His journey shows how accounting can shift from cost center to strategy partner.

The conversation also looks ahead. Thomas explains why teams should act more like data scientists than bookkeepers, how automation and AI are reshaping the controllership function, and why true revenue impact starts with a disciplined, program-management mindset.

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Scaling for Success: Ajay Vashee's Journey from Dropbox to IVP

Season 1 · Episode 7

Tuesday, July 15, 2025 • Duration 49:57

In this episode of Incoming Statements, Anthony Alvernaz sits down with Ajay Vashee, General Partner at IVP and former CFO of Dropbox. Ajay discusses his career path, sharing insights into his time at Dropbox and his transition to venture capital. He emphasizes the importance of purpose-driven companies and measurable metrics in achieving long-term success.

Ajay explains how Dropbox's mission to simplify file sharing guided its early growth. He highlights the value of setting ambitious goals while remaining adaptable to market changes. He notes that companies should regularly check if their goals align with current market conditions and adjust as needed.

Ajay also shares his perspective on the importance of attracting, developing, and retaining top talent. He stresses the need to provide clear communication and mentorship in helping teams grow and thrive. He closes with advice for building durable companies that can weather any storm.

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Data Infrastructure: The Central Pillar for Modern Finance Operations

Tuesday, June 24, 2025 • Duration 45:32

In this episode of Incoming Statements, host Anthony Alvernaz speaks with Sruthi Lanka, CFO of Public. With a unique background transitioning from software engineering during the financial crisis to finance leadership, Sruthi shares her perspective on how data and finance should be intertwined in modern financial operations.

Sruthi discusses her philosophy that data warehousing should be central to finance teams, enabling daily financial visibility instead of traditional monthly reporting cycles. She explains how Public captures business metrics daily, and why she prioritizes hiring team members who demonstrate curiosity, technical expertise, and collaborative problem-solving skills.

The conversation explores the incremental impact of AI on finance operations, Public's AI-powered investment assistant "Alpha," and Sruthi's approach to building flexible financial systems that can adapt to uncertainty. Throughout the discussion, she emphasizes the importance of first-principles thinking and building systems that support operational decision-making rather than just satisfying external stakeholders.

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Beyond the Numbers: Creating Legibility in Complex Finance Systems

Friday, June 6, 2025 • Duration 40:48

In this episode of Incoming Statements, Anthony Alvernaz talks with Colin Anderson, co-founding partner of Friends & Family Capital and former Palantir Technologies CFO, about building exceptional finance teams during periods of hypergrowth.

Colin shares his journey at Palantir, where he helped scale the company from 100 to over 2,000 employees and $20 billion in valuation. He explains his philosophy on hiring mission-driven people with high "CPU" rather than specific experience, and the importance of creating data systems with "hygiene and legibility" that can answer any business question.

The episode explores how finance functions serve as a support role to create a quantitative lens for the business, helping transform blind spots into clear insights. Colin emphasizes the value of purpose-driven work and how stories backed by data create the most compelling business narratives.

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From Nintendo Ledgers to Now: How Curiosity Shapes Great Auditors

Season 1 · Episode 4

Monday, May 12, 2025 • Duration 40:56

In this episode of Incoming Statements, Anthony Alvernaz sits down with Chris Canoles, Head of Strategy at Numeric, to explore what really defines a successful auditor—and why it’s not just about numbers. Chris shares how early obsessions with tracking stats on Nintendo games revealed a natural pull toward data, but it was the human connection that truly shaped his career.

Through stories ranging from frozen warehouse audits to high-growth IPO environments, Chris highlights the critical role of professional judgment, authenticity, and trust-building in modern accounting. He explains how blending technical skills with genuine rapport turns auditors from checklist-followers into valued partners.

Chris reflects on how his experience with startups and innovative companies reframed his thinking around risk, growth, and opportunity. Today, at Numeric, he’s helping reshape the future of accounting by putting people, not just processes, at the center of financial operations.

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From Close to Compliance: Building for Public Life

Monday, April 14, 2025 • Duration 35:39

Going public is a milestone—but getting there takes serious groundwork. On this episode of Incoming Statements, host Anthony Alvernaz sits down with Joanna “Jo” Lynch and Jordan Teitelbaum from Connor Group to unpack what IPO readiness really looks like behind the scenes.

They break down the key elements every company needs to get right: accurate historicals, scalable close processes, and thoughtful system design. The trio also dives into the realities of scaling finance operations under pressure, where automation and strong controls aren’t optional—they’re expected.

Jo and Jordan share what separates companies that thrive post-IPO from those that stall out. From the importance of early planning to the value of audit relationships and risk-based thinking, this conversation gets into the tactical and the strategic. If your team is even thinking about an IPO, this one’s worth a listen.

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More Tech, Same Problems: Why Controllers Struggle to Automate

Season 1 · Episode 2

Monday, March 17, 2025 • Duration 37:33

In this episode of Incoming Statements, host Anthony Alvernaz sits down with Jason Pikoos, Managing Partner of Technology & Innovation at Connor Group, to explore the challenges and opportunities in finance automation. Jason shares his perspective on how teams often over-index on software solutions instead of focusing on the true capabilities of their existing technology. He stresses the importance of understanding what a tool can do rather than just how to use it.

They dive into the shift from transactional accounting to strategic decision-making, highlighting how automation frees up teams for higher-value work. Jason outlines the risks of accumulating too many disconnected tools, which often create complexity instead of efficiency. Instead, he advocates for a mindset shift—optimizing what’s already in place before adding new technology.

The conversation also touches on AI adoption, automation’s impact on finance teams, and why professionals need to rethink how they engage with technology. Jason offers insights on AI governance, skill development, and how finance teams can stay ahead in a rapidly evolving landscape.

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The Zero-Day Close: A Fantasy or the Future of Accounting?

Season 1 · Episode 1

Monday, February 24, 2025 • Duration 36:43

In this episode of Incoming Statements, host Anthony Alvernaz sits down with Nate Carbrey, VP and Global Corporate Controller at Paddle, to explore the evolving role of finance leadership. Nate shares his perspective on scaling finance operations, the impact of AI-powered automation, and what it takes to build an efficient close and reporting process.

The conversation dives into how AI-driven tools, like those offered by Numeric, are reshaping finance workflows. Nate discusses how automation helps finance teams streamline reporting, reduce manual work, and improve accuracy. He also shares lessons learned from his experience leading global teams and navigating complex financial processes at Paddle.

Whether you're a finance leader looking to optimize operations or an accounting professional curious about automation's role in modern finance, this episode offers valuable insights. Tune in to hear Nate’s take on the future of finance and how technology is driving efficiency at every level.

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Incoming Statements – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Incoming Statements – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify