The CFO Masterclass Academy:

Running a "Lean" Finance Operation in a Post-COVID World: How to Make it Right?

June 9th, 2020

The CFO Masterclass Academy: Running a "Lean" Finance Operation in a Post-COVID World: How to Make it Right?

The need to run “lean” is drastically increasing in a post-COVID world where 80% of CFOs are implementing cost containment initiatives, and 40% are already planning to accelerate automation. Learn in this session practical and proven strategies that leading finance organizations are putting in place to achieve peak performance in their finance operation.


What was covered:

  • Impact and implications of COVID for Finance organizations
  • Key trends accelerating, including automation, analytics and outsourcing
  • How to assess the opportunities for optimization within your current organization
  • Most common areas of opportunity (e.g. AP, Cash Application, etc.)
  • Key technologies and tools to consider (e.g. RPA, financial close management, workflow, IA data capture, etc)
  • Why and how to evolve to a real-time analytics culture.
  • How to fund innovation in times of economic recession
  • Identifying fast payback opportunities & calculating the business case



speakers ADRA-03

About the Speaker:

Eric Liebross
VP, Business Operations & Finance Transformation

Eric brings more than 30 years of experience and a proven track record of success helping CFOs modernize and achieve peak performance in their back office to become more scalable, innovative and strategic oriented.

He joined Auxis in 2002 and serves as Senior Managing Director, overseeing all Finance Transformation, Process Automation and Business Process Outsourcing services at Auxis. His areas of expertise include financial operations performance, shared services strategy, organizational and operating model design, process automation (e.g. RPA), and systems integration. 

Eric led the establishment of Auxis’ nearshore business services center in Costa Rica in 2010, and launched the company’s Business Process Outsourcing practice that includes Finance & Accounting and Customer Service.

speakers ADRA-01

About the Speaker:

Dan Day
Sr. Managing Director Practice Leader, Management Consulting

Dan is an accomplished executive with over 20 years of experience in Finance Transformation, Strategy and Analytics. As a Sr. Managing Director, Dan oversees the day-to-day operations and continuous improvement programs of Auxis’ Business Process Outsourcing (BPO) clients supported from its Nearshore Center in Costa Rica, including Finance & Accounting and Customer Service. 

As part of his role, Dan also advises CFOs and senior executives on deploying process automation, analytics, and shared services to modernize their Back Office Operations to scale and be better positioned to compete. In terms of industry experience, Dan has supported innovation programs in over 10 different sectors, and brings a deep expertise within the Retail, CPG and Financial Services space.  

Prior to joining Auxis, Dan held several leadership positions in the industry in enterprise organizations such as Office Depot in both Strategic & Operational roles. Dan holds an MBA with concentrations in Finance & Competitive Strategy from the Warrington School of Business at the University of Florida, and a Bachelor’s Degree with a Major in Accounting from the University of Dayton.