Finance Processes

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Using AI-powered Enterprise Interfaces to Optimize Operational Efficiency

Generative interfaces can unlock insights at unprecedented speeds. A Toptal strategy consulting expert with experience at Deloitte and AWS explains how companies of all sizes can use Gen AI for sales, development, and customer support.

11-minute readContinue Reading
Raghav Nyati

Raghav Nyati

Raghav is a strategy consultant who enables digital and AI transformation at leading enterprises and optimizes go-to-market, sales, and pricing strategies. He has worked with Salesforce, VMware, J.P. Morgan, Health Care Service Corporation, Deloitte, and dozens of SaaS startups.

An AI Revolution in Finance: Opportunities and Challenges

The finance industry is beginning to embrace the power of AI to drive productivity and increase customer satisfaction. Toptal finance experts explain the options to innovate and the challenges to overcome.

13-minute readContinue Reading
Chris Holloway

Chris Holloway

Chris is a Senior Editor at Toptal with 15 years of experience researching and writing about how technology transforms sectors like banking, business, manufacturing, and healthcare. He was previously the business and technology editor at AméricaEconomía and has developed content for Sony Pictures, Johnson & Johnson, Mini, and LATAM Airlines.

IT Integration in Mergers and Acquisitions: Structuring Synergy

Companies are increasingly using M&A as a way to acquire valuable technology. Implementing a strong IT integration strategy from the beginning is the key to ensuring the desired benefits.

10-minute readContinue Reading
John S. Doss

John S. Doss

John is a finance and technology leader with deep expertise in enterprise architecture and business strategy. With a unique blend of IT and business knowledge, he has successfully developed digital transformation initiatives across diverse industries. John has a master’s degree in mathematics and computer science, and an MBA from The Trinity College and University.

From Startup to Success: Mastering Business Controls for Growth

It’s a mistake to believe that internal controls are the enemy of growth. Learn how to design smart checks and balances that manage risk while positioning your company to thrive.

10-minute readContinue Reading
Brian Nichol

Brian Nichol

Brian is a seasoned finance leader who transitioned from the enterprise world to head up finance operations for numerous startups—including his own. Leveraging his expertise as a KPMG-qualified auditor, he has also led fraud and risk analyses for businesses of every size.

C Corp, S Corp, LLC? Finding the Best Fit for Your New Business

Figuring out what type of business entity matches your new company’s needs is challenging. Choose wrong, and you could find yourself unable to grow your company the way you want to. Toptal finance expert Scott Hoover, a seasoned CPA and interim CFO, shows how to make the right decision.

20-minute readContinue Reading
Scott Hoover

Scott Hoover

Scott is a seasoned CPA and interim CFO who has helped clients achieve financial clarity in a wide range of industries. He specializes in high-level monthly financial oversight, accounting software projects, and corporate tax planning.

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How to Build Your Startup’s Financial Model to Grab Investor Interest

Hook investors with a financial model that instantly shows them what they need to know about your startup.

10-minute readContinue Reading
Jeffrey Fidelman

Jeffrey Fidelman

A veteran of VC, Jeffrey now provides investment banking services to early- and mid-stage startups and has served as interim CFO for more than 300 companies and funds.

Why Your Startup Pitch Needs Sensitivity Analysis

To impress risk-averse investors, you have to prove that you’re ready for whatever may come.

18-minute readContinue Reading
Nicholas Piscani

Nicholas Piscani

Nicholas is a corporate strategy and FP&A expert who works with businesses to optimize their operations and execute high-priority strategic initiatives. He has helped entrepreneurs raise more than $600 million through financial modeling and pitch deck development.

Exploring the Post-crash Cryptocurrency Market: Blockchain, Regulations, and Beyond

The 2022 crash shook the cryptocurrency market to its core, but investors are still buying digital coins. How does crypto work, and what does the future hold for it?

17-minute readContinue Reading
Jeffrey Mazer

Jeffrey Mazer

Jeff is a former CFO, financial expert, and lawyer specializing in financial and investment analysis, as well as legal and regulatory issues relating to business and finance. He was previously Director of Global Liquidity Investment Solutions, Western Regional Manager, at Bank of America and Head of Bankruptcies and Restructurings at Allstate Insurance.

Advantages of Google Sheets: Why It’s Time for Finance Pros to Switch From Excel

Work is more collaborative than ever, and finance pros need a spreadsheet program that can keep up. Google Sheets is ideal for the way we work today.

9-minute readContinue Reading
Stefan Thelin

Stefan Thelin

Stefan is the Director of Data-Driven Insights and Analytics for Cargotec, a leading provider of cargo and loading solutions. He has also served as an M&A director and a startup CFO, and led financial modeling and analysis as a leveraged finance manager at the Royal Bank of Scotland.

How Forensic Accounting Can Supercharge Your Financial Risk Analysis

In an increasingly volatile business environment, companies need to step up their risk management game. Forensic accounting can help spot oncoming problems before it’s too late.

10-minute readContinue Reading
Christopher Holloway

Christopher Holloway

Christopher is a Senior Writer at Toptal with 13 years of experience researching and writing about how technology transforms sectors like banking, business, manufacturing, and healthcare. He was previously the business and technology editor at AméricaEconomíca and has developed content for Sony Pictures, Johnson & Johnson, Mini, and LATAM Airlines.

5 Key Tips for Smarter Sales and Operations Planning Implementation

S&OP can help a company create a long-term business plan to address supply chain disruptions. Make the most of this useful process with these updated best practices.

12-minute readContinue Reading
Juan Franco

Juan Franco

Juan is a management consultant and expert in strategy, business planning, and process improvement who has helped implement S&OP at companies in multiple industries in Latin America. He has more than 20 years of experience as a senior and advisory manager for corporations including Mondelez International, Yanbal International, and PwC.

How to Build a 3-statement Model: Best Practices for Valuations and Projections

To value or build projections for a company accurately, you have to factor in working capital projections—and you can’t do that without investing in a three-statement financial model.

12-minute readContinue Reading
Abdullah Karayumak, CFA

Abdullah Karayumak, CFA

Abdullah is a financial modeling, valuations, and capital raising expert and Chartered Financial Analyst. He’s advised clients ranging from early-stage startups to multibillion-dollar enterprises, most recently for KPMG.

Digital Ledgers vs. Databases: Can Blockchain Optimize Your Supply Chain?

Blockchain isn’t just for cryptocurrency. The technology can also be used to make supply chain management more efficient, transparent, and secure. Here’s how.

12-minute readContinue Reading
Neil Mann

Neil Mann

Neil is a business transformation expert and management consultant with more than 20 years of experience across the financial services, natural resources, hospitality, and fast-moving consumer goods sectors. He has created and implemented digital ledger technology solutions at Kearney and global mining group Rio Tinto, and is a board advisor for LogChain, a digital supply chain logistics platform.

Real Estate Financial Modeling: 3 Costly Mistakes to Avoid

Rising construction costs mean real estate developers are relying on complex—and potentially costly—finance structures more often. Smarter modeling will help keep borrowing costs low.

12-minute readContinue Reading
Robert Finch

Robert Finch

Robert is the founder and director of UK-based property finance broker Sativa Finance and an expert in financial modeling. He has worked in real estate finance since 2006, securing ~$1.8 billion in financing for commercial acquisitions and construction projects.

The KPI Cure: How Healthcare Data Analytics Can Improve Medical Center Finances

Runaway costs have plagued the US healthcare system for decades, and providers are always looking for ways to increase efficiency without jeopardizing care. Developing smarter key performance indicators can help.

10-minute readContinue Reading
Sean Heberling

Sean Heberling

Sean is a Chartered Financial Analyst who serves as the founder and CEO of Marion Street Capital, a management consulting firm that has saved healthcare providers millions through the development of KPIs. Previously, he worked at Morgan Stanley and BNY Mellon. Sean has analyzed 10,000+ companies, built complex models, and helped facilitate investment transactions totaling in excess of $1 billion. Additionally, he is on the boards of several companies, advising on operations, growth strategy, and fundraising.

Forensic Accounting: Due Diligence’s Secret Weapon

More than just a way to investigate financial crimes, forensic accounting is the most in-depth form of due diligence and compliance. But smaller firms often overlook its value. Here’s why that’s risky.

9-minute readContinue Reading
Ryan Zanoni

Ryan Zanoni

Ryan is a Senior Editor at Toptal. He has more than 11 years of experience as a writer and editor covering business and technology.

Toptal Finance Expert

Neil Portus | CFA, CMA

Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
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Goldman Sachs

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