If your finance workflows are slowing your team down instead of propelling them forward, 2025 is the time to reset. In this special year-end episode of CPM Customer Success, Andy Smetana focuses on optimizing financial workflows and why efficient, intelligent processes are essential for modern finance and accounting teams heading into the new year.
Andy breaks down why workflow efficiency has become a critical priority for finance leaders, especially as teams face increasing complexity, tighter timelines, and higher expectations. The episode explores how AI-powered platforms like OneStream help automate routine tasks, improve visibility, and enable faster, more confident decision-making. Andy also highlights common workflow pain points—such as manual handoffs, disconnected systems, and lack of accountability—and shares real-world success stories from global organizations that have transformed their finance operations through smarter workflows. The result is a practical roadmap for closing out 2024 strong and entering 2025 with momentum.
Listen now:
Why optimized workflows are critical for finance and accounting teams
How AI-powered automation improves efficiency and decision-making
Common workflow bottlenecks—and how to eliminate them
Real-world examples of workflow transformation with OneStream
How to prepare your finance team for success in 2025
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