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Embedding AI Into Finance Workflows | Gillian Munson, CFO, Vimeo

Embedding AI Into Finance Workflows | Gillian Munson, CFO, Vimeo

A Finance Strategic Moment

One week into a CFO post, Munson was air‑dropped into a foreign audit room and told to fix a complex tax exposure outside her expertise. She mobilized auditors, tapped her network, and resolved it quickly. The baptism fortified her “learn‑fast, call‑everyone” playbook, sharpening courage and pattern recognition for future unknowns.

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Now Watch our Complete Episode Featuring CFO Gillian Munson

Vimeo CFO, Gillian Munson, champions an AI-first FP&A strategy, dedicating half of an offsite to architect automated forecasting workflows and map a precise roadmap. She insists models never become “black boxes,” demanding full transparency and team comprehension before deployment. By pausing routine forecast cycles to stress-test new tools and refine processes, her team accelerated insight generation while preserving analytical rigor. Munson balances automation with intentional planning, carving out collaborative blocks for iterative experimentation. This structured, data-driven playbook transforms traditional finance rhythms into a sustainable engine for faster, accountable decision-making across the organization. She protects time for ongoing innovation.

CFO’s Strategy Playbook
• Block time to architect AI-driven finance workflows
• Insist on transparent models—no black boxes
• Balance automation with deliberate finance planning
1096: Why Usage Beats Revenue in Video SaaS | Gillian Munson, CFO, Vimeo

Filed Under: Uncategorized, Video Episodes Tagged With: AI integration, Automation, board roles, CFO, finance leadership, financial efficiency, forecasting, growth strategy, mentorship, tech investing, venture investing, video platform, Vimeo, Wall Street

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