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Bijan Moallemi

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About Bijan Moallemi:A graduate of UCSD, Bijan Moallemi has nearly a decade of experience building and leading finance functions at companies like Qualcomm and Palantir. He knew CFOs deserved access to better tools, so he co-founded Mosaic Finance to build the next generation of finance software for CFOs and their teams. Today, Mosaic has achieved a 3.5x increase in customer base, raised $18.5 million in funding with investors like General Catalyst and Founders Fund, and is deployed by the fastest-growing technology companies worldwide.About Mosaic Finance:Mosaic is a compass for business leaders, providing a real-time Analytics and Planning platform that helps teams get from data to decision — faster. Historically finance teams have spent the majority of their efforts in reactive mode, wrangling data to unlock basic facts about the past. A Strategic Finance Platform like Mosaic breaks that cycle by integrating data, automating analytics, and connecting teams so they can focus on the future.Show Notes:01:00 start of Bijan Moallemi’s entrepreneurial journey05:00 making the move to fast-growing tech sphere in the Bay area: facing new business challenges14:00 the importance of building good financial foundations and structures25:00 the iterative process of choosing a model for financial forecasting: testing and adjusting forecasting over the first couple of years38:00 troubleshooting and dealing with the fallout of inaccurate financial models47:00 attracting first customers early on and building the product around them to make sure that what you’re building matches their needs

About Bijan Moallemi:A graduate of UCSD, Bijan Moallemi has nearly a decade of experience building and leading finance functions at companies like Qualcomm and Palantir. He knew CFOs deserved access to better tools, so he co-founded Mosaic Finance to build the next generation of finance software for CFOs and their teams. Today, Mosaic has achieved a 3.5x increase in customer base, raised $18.5 million in funding with investors like General Catalyst and Founders Fund, and is deployed by the fastest-growing technology companies worldwide.About Mosaic Finance:Mosaic is a compass for business leaders, providing a real-time Analytics and Planning platform that helps teams get from data to decision — faster. Historically finance teams have spent the majority of their efforts in reactive mode, wrangling data to unlock basic facts about the past. A Strategic Finance Platform like Mosaic breaks that cycle by integrating data, automating analytics, and connecting teams so they can focus on the future.Show Notes:01:00 start of Bijan Moallemi’s entrepreneurial journey05:00 making the move to fast-growing tech sphere in the Bay area: facing new business challenges14:00 the importance of building good financial foundations and structures25:00 the iterative process of choosing a model for financial forecasting: testing and adjusting forecasting over the first couple of years38:00 troubleshooting and dealing with the fallout of inaccurate financial models47:00 attracting first customers early on and building the product around them to make sure that what you’re building matches their needs

A Holistic Approach to Financial Forecasting with Bijan Moallemi

Bijan Moallemi has nearly a decade of experience building and leading finance functions at companies like Qualcomm and Palantir. He knew CFOs deserved access to better tools, so he co-founded Mosaic Finance to build the next generation of finance software for CFOs and their teams. Born out of their own experiences in finance, Bijan and his co-founders have built the Mosaic platform as a resource that combines big data and machine learning to provide powerful predictive reporting capabilities.To be a successful CFO, Bijan feels you need the tools and basic technical skills to support your business now and to plan for the future, while reducing the effort required by your team to achieve your goals. He thinks CFOs have historically been underserved, and financial professionals deserve accessible tools that save time and money, while providing key insights and analytics to better your business.Bijan believes that improving workflows that are self-serving, rather than adding to your list of responsibilities, will free up your time and provide more information to make more educated decisions. He feels it is important to have an application like Mosaic that can accomplish that by providing real-time analysis and reporting, giving you perspective on your company’s past, present, and future. Adding automation to data ingestion and processing can help focus your business forecasting and scenario planning to be ready for anything that may come up.In this episode of The CFO Playbook, Bijan explains why it is more important than ever to understand the financial ins and outs of a business to make sure you know exactly what's going on within your organization. He talks about how Mosaic offers a tool that can help financial professionals as they process through pain points with data and analytics, allowing for a faster and more focused financial team that can make a bigger impact on the business. Bijan also explains why he thinks communication, collaboration and culture building are keys to success, and talks about the benefits of opening up your company to a remote workforce as a way to ensure you have access to the best talent pool.Take The CFO Playbook Listener Survey to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.Connect with our guest Bijan on LinkedIn.Connect with our host Ross on LinkedIn.

Bijan Moallemi has nearly a decade of experience building and leading finance functions at companies like Qualcomm and Palantir. He knew CFOs deserved access to better tools, so he co-founded Mosaic Finance to build the next generation of finance software for CFOs and their teams. Born out of their own experiences in finance, Bijan and his co-founders have built the Mosaic platform as a resource that combines big data and machine learning to provide powerful predictive reporting capabilities.To be a successful CFO, Bijan feels you need the tools and basic technical skills to support your business now and to plan for the future, while reducing the effort required by your team to achieve your goals. He thinks CFOs have historically been underserved, and financial professionals deserve accessible tools that save time and money, while providing key insights and analytics to better your business.Bijan believes that improving workflows that are self-serving, rather than adding to your list of responsibilities, will free up your time and provide more information to make more educated decisions. He feels it is important to have an application like Mosaic that can accomplish that by providing real-time analysis and reporting, giving you perspective on your company’s past, present, and future. Adding automation to data ingestion and processing can help focus your business forecasting and scenario planning to be ready for anything that may come up.In this episode of The CFO Playbook, Bijan explains why it is more important than ever to understand the financial ins and outs of a business to make sure you know exactly what's going on within your organization. He talks about how Mosaic offers a tool that can help financial professionals as they process through pain points with data and analytics, allowing for a faster and more focused financial team that can make a bigger impact on the business. Bijan also explains why he thinks communication, collaboration and culture building are keys to success, and talks about the benefits of opening up your company to a remote workforce as a way to ensure you have access to the best talent pool.<a href="https://forms.gle/sxrxD5RWKP7qopYS8" rel="nofollow" target="_blank">Take The CFO Playbook Listener Survey</a> to help us improve the show. You’ll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.<a href="https://www.linkedin.com/in/bijanmoallemi/" rel="nofollow" target="_blank">Connect with our guest Bijan on LinkedIn.</a><a href="https://www.linkedin.com/in/rossamackay/?originalSubdomain=uk" rel="nofollow" target="_blank">Connect with our host Ross on LinkedIn</a>.

Tapping into Technology with Bijan Moallemi, Co-Founder and CEO of Mosaic

Holding key financial leadership roles at Qualcomm and Palantir Technologies by itself positions Bijan Moallemi, Founder and CEO of Mosaic Tech as a uniquely qualified finance leader.Factor in his innovative use of technology and automation to enable more efficient hyper-growth and his desire to make this level of automation available to anyone trying to implement a strategic finance function in the B2B Cloud industry, Bijan is a market visionary.His story starts with the challenges he found upon joining Palantir as a 100 person, yet $2B Enterprise Valuation company.  Even at that lofty valuation, even the most basic financial questions were difficult to answer with the existing infrastructure, and would often take days, by which time decisions that could have been informed with the data were already made. His first task was to implement the right infrastructure to move from reactive to proactive financial planning, management and ultimately become a forward looking, strategic finance organization.  At Palantir, Financial Operations including all FP&amp;A, business operations, budgeting, forecasting and included all of the systems that drove all revenue including financial and CRM systems.  By owning the end to end system architecture, it allowed the team to have a scalable, and nimble financial operations function.  Most finance organizations face the challenge of requiring source data from multiple systems across the organization.  By having the primary underlying systems responsibility, coupled with the ability to define the standard data ontology across the customer lifecycle and organization.When pushed on how Bijan defines a "strategic finance function", he started by highlighting the key components of a strategic finance function "Get the Right Data to the Right People on a timely and digestible basis".  The role of the CFO has become more technical, and the toolkit required for a modern CFO have not kept up.  A primary cause is that access to the data and insights are not typically available at the speed or context required.52%  of B2B SaaS/Cloud metrics required for a strategic finance function are currently being captured and calculated manually in excel and Google Sheets.  Unfortunately, many metrics are still siloed within each function, such as Sales, Marketing and Customer Success.  Until his data is integrated, normalized and available in real-time, decisions will continue to be made on backward looking, historical information versus the relevant data from yesterday or even today.  Think about this, how can you plan for next month or next quarter with data that is only available 10-30 days AFTER the new accounting period has started???One of the key attributes for the modern finance leader is the ability to "tell the story" that the data is telling.  Bijan refers this to the "synthesis" of the data deserves a much greater share of mindshare and time.If you are responsible for generating or the recipient of SaaS/Cloud metrics to help make metrics informed decisions, Bijan and his unique insights how to deploy and leverage standardized, integrated and forward looking insights to make better metrics informed decisions while building a modern, strategic finance function are a great listen!

Holding key financial leadership roles at Qualcomm and Palantir Technologies by itself positions Bijan Moallemi, Founder and CEO of Mosaic Tech as a uniquely qualified finance leader. Factor in his innovative use of technology and automation to enable more efficient hyper-growth and his desire to make this level of automation available to anyone trying to implement a strategic finance function in the B2B Cloud industry, Bijan is a market visionary. His story starts with the challenges he found upon joining Palantir as a 100 person, yet $2B Enterprise Valuation company.  Even at that lofty valuation, even the most basic financial questions were difficult to answer with the existing infrastructure, and would often take days, by which time decisions that could have been informed with the data were already made.  His first task was to implement the right infrastructure to move from reactive to proactive financial planning, management and ultimately become a forward looking, strategic finance organization.   At Palantir, Financial Operations including all FP&amp;A, business operations, budgeting, forecasting and included all of the systems that drove all revenue including financial and CRM systems.  By owning the end to end system architecture, it allowed the team to have a scalable, and nimble financial operations function.   Most finance organizations face the challenge of requiring source data from multiple systems across the organization.  By having the primary underlying systems responsibility, coupled with the ability to define the standard data ontology across the customer lifecycle and organization. When pushed on how Bijan defines a "strategic finance function", he started by highlighting the key components of a strategic finance function "Get the Right Data to the Right People on a timely and digestible basis".  The role of the CFO has become more technical, and the toolkit required for a modern CFO have not kept up.  A primary cause is that access to the data and insights are not typically available at the speed or context required. 52%  of B2B SaaS/Cloud metrics required for a strategic finance function are currently being captured and calculated manually in excel and Google Sheets.  Unfortunately, many metrics are still siloed within each function, such as Sales, Marketing and Customer Success.  Until his data is integrated, normalized and available in real-time, decisions will continue to be made on backward looking, historical information versus the relevant data from yesterday or even today.   Think about this, how can you plan for next month or next quarter with data that is only available 10-30 days AFTER the new accounting period has started??? One of the key attributes for the modern finance leader is the ability to "tell the story" that the data is telling.  Bijan refers this to the "synthesis" of the data deserves a much greater share of mindshare and time. If you are responsible for generating or the recipient of SaaS/Cloud metrics to help make metrics informed decisions, Bijan and his unique insights how to deploy and leverage standardized, integrated and forward looking insights to make better metrics informed decisions while building a modern, strategic finance function are a great listen!

Strategic Finance in B2B SaaS - with Bijan Moallemi, Mosaic CEO

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