Jamie Andelman, CFA is a senior member of the product team at Finmark, from BILL, a financial planning tool built for SMBs that enables customers to build financial models, plan for growth, and monitor the financial health of their business. He has had a long and varied career in finance and software, serving as an outsourced chief financial officer as well as working at leading investment banks and several publicly traded companies as head of investor relations. In addition, he was chief operating officer at an edutech startup. He also is a Chartered Financial Analyst and earned his MBA from the Kellogg School of Management.

Register to learn:

  • How to use financial planning as a tool for driving business success
  • Methods for successfully mapping your financial planning cycle
  • How the latest software can help you get ahead of common hurdles
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This presentation is 1-hour in length and worth 1 CPE Credit. In order to be awarded the full credits, you must respond to three out of the four polling questions asked during the program.

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