SaaS Conversations
SaaS Conversations
Podcast Description
Lauren Kelley – Founder and CEO of OPEXEngine by Bain & Company – has her finger on the pulse of the SaaS industry. She is joined by finance leaders, technology experts, investors, operations professionals, and more for conversations about metrics, benchmarking, and the state of SaaS.
Podcast Insights
Content Themes
The podcast focuses on key themes including SaaS metrics, benchmarking, R&D ROI, operational excellence, and IPO readiness. Episodes such as R&D ROI with Jellyfish and SaaS Metrics Palooza '24 illustrate important discussions on aligning finance with engineering and maximizing benchmarks for decision making, respectively, while exploring strategies for both growth and profitability amidst industry challenges.
Katherine Zhang – CEO and General Manager of OPEXEngine by Bain & Company – has her finger on the pulse of the SaaS industry. She is joined by finance leaders, technology experts, investors, operations professionals, and more for conversations about metrics, benchmarking, and the state of SaaS.
In this episode of SaaS Conversations, Tori Danforth, Senior Director of FP&A at Relativity, shares how her team approaches annual planning at scale. From integrating long-range strategic goals to setting departmental targets and navigating trade-offs, Tori offers a detailed look into how benchmarking with external data strengthens both the planning process and cross-functional alignment.
We cover:
How to connect long-range strategy to annual financial planning
The role of finance business partners in driving bottom-up alignment
Using benchmark data to inform investment decisions and trade-offs
Key metrics and frameworks for plan validation
Evolving planning processes while maintaining flexibility and trust
Practical approaches to embedding external data into internal workflows
For finance and operations leaders navigating today’s environment, this conversation offers actionable insights on how to use benchmarking to build better plans and ultimately achieve better outcomes.
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