What role should a 21st century finance organization play?  Join us as Carlos  details the initiatives that are helping to rewire the strategy and operations across IntelliDyne’s Finance, Accounting, Contracts, and Pricing Departments.

Made Possible By

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 Finance Philosophy 

• “Finance brings the most value when we are integrated with the business. In simple terms this means being involved in the business dealings across the enterprise and being advisors to the stakeholders. We need to be educating, coaching and being creative in the way that we solve problems for the business. In finance, I think it’s simple to get stuck …making decisions from how the numbers appear on a spreadsheet or report, but it’s more valuable to take the numbers into account while also looking at the other business variables when making decisions.”

Mentoring Round:

• “Know how to pick the battles that are worth fighting and that are critical to your agenda. Sometimes allowing others to win arguments or discussions can be a win in itself, because it gives you the possibility of more negotiation space the next time around.”
• “Personally and professionally one of the things I do for myself is put together a quarterly plan that really focuses on key accomplishments that I’d like to realize over the next three months. And the accomplishments are not only on the professional side but the personal side as well. At the end of the quarter, I look back and compare my performance against those objectives and I have lessons learned for myself and I implement those into my next quarterly plan.”

Business Book Picks

Emotional Intelligence 2.0 By Travis Bradberry

Interview Links

• Carlos’ site