Theresa Rex

  • Outsourcing vs. Offshoring vs. Nearshoring: What's the Difference?

    Outsourcing vs. Offshoring vs. Nearshoring: What's the Difference?

    One of the most challenging aspects of making any large, new business decision can be the learning curve leadership is confronted within the early stages of the process...

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  • [CFO Weekly] Episode 4: Earning A Seat At The Strategic Table

    [CFO Weekly] Episode 4: Earning A Seat At The Strategic Table

    There's something of a stereotype around the CFO function at a company: the person who fills this role is a bean counter, right? A bit of a math geek? Someone with a tight grip on the purse strings...

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  • Putting Outsourcing Myths to Bed: The Truth About Working Across Time Zones

    Putting Outsourcing Myths to Bed: The Truth About Working Across Time Zones

    If you're ready to explore outsourcing to an offshore location as a solution that will help tackle cost and efficiency issues, you might have a few questions about what to expect...

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  • [PODCAST]: The Benefits of Employee Engagement

    [PODCAST]: The Benefits of Employee Engagement

    Vishal Bora — EVP & Site Head, Gurugram, had the opportunity to join MarketScale's Daniel Litwin as a guest on the Information and Technology podcast recently, where the pair discussed everything empl

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  • Building Lean Accounting Teams

    Building Lean Accounting Teams

    How much do you know about FAO? And we mean REALLY know... It's changed a lot in the past few decades. In fact, it's changed a lot in the past few years. We're bringing you up to speed.

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  • [CFO Weekly] Episode 3: Maximizing Cultural Compatibility: Outsource F&A to the Philippines

    [CFO Weekly] Episode 3: Maximizing Cultural Compatibility: Outsource F&A to the Philippines

    Organizations have a lot to consider when they decide to outsource a part of their finance and accounting operations to an offshore location, including the infrastructure, culture and ease of doing...

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  • [CFO Weekly] Episode 2: The 10 Rules for Success When Working from Home

    [CFO Weekly] Episode 2: The 10 Rules for Success When Working from Home

    Working from home used to be relegated to just a few roles or organizations. Now, knowing how it's done effectively is suddenly relevant to millions of workers across the globe.

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  • How the CFO Role Has Evolved: Becoming a Comprehensive CFO

    How the CFO Role Has Evolved: Becoming a Comprehensive CFO

    The past few decades can mostly be defined by dramatic change. The rise – and rise – of technological breakthroughs, fluctuating change in organizations and the economy, alongside the ever-pronounced

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  • [CFO Weekly] Episode 1: Scouting for Accounting Talent with Cliff Edwards

    [CFO Weekly] Episode 1: Scouting for Accounting Talent with Cliff Edwards

    This week on CFO Weekly, Megan Weis – VP & General Manager, FAO Services, Personiv, sat down with Cliff Edwards, the CEO and majority shareholder of Thomas Edwards Group, an award-winning F&A firm.

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  • Looking For a New AP Clerk? Here Are Your Options

    Looking For a New AP Clerk? Here Are Your Options

    The accounts payable (AP) function of any organization's finance department is something of an inevitability: there are always going to be bills to pay. Read more on how to build an efficient AP team.

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  • Here's Why We Invest So Heavily in the People We Hire – And Why You Should Too

    Here's Why We Invest So Heavily in the People We Hire – And Why You Should Too

    Let's talk about "employee engagement". In the corporate lexicon, it's tossed around as a buzzword, a strategy and a lofty ideal. Study after study on everything from productivity and turnover rates

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  • [PODCAST]: When is Outsourcing Your Accounting Needs the Right Move?

    [PODCAST]: When is Outsourcing Your Accounting Needs the Right Move?

    Matt Wood – VP, Client Services at Personiv was recently invited to join MarketScale's Daniel Litwin to discuss how companies can determine whether or not outsourcing is right for them on the Informat

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  • Personiv's New Podcast, 'CFO Weekly', is Here: Listen to Episode 0 Now

    Personiv's New Podcast, 'CFO Weekly', is Here: Listen to Episode 0 Now

    Here's a confession: we've been working on something behind the scenes here at Personiv. There's nothing new there – since we're always operating under the maxim that "anything can be improved"

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  • Using FAO to Improve EBITDA Margins in Portfolio Companies

    Using FAO to Improve EBITDA Margins in Portfolio Companies

    Keeping margins as wide as possible is a core element to the success of portfolio companies in the private equity (PE) model. The ability to acquire an asset and turn it from a low-to middling-perform

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  • Streamlining Finance & Accounting Processes in Your High-growth Portfolio Companies

    Streamlining Finance & Accounting Processes in Your High-growth Portfolio Companies

    Picking up a new asset company to add to your private equity portfolio represents an exciting opportunity for growth. Before that growth can be actualized, however, there's a number of steps to take.

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  • [PODCAST]: How to Find a Outsourced Digital Provider You Can Trust

    [PODCAST]: How to Find a Outsourced Digital Provider You Can Trust

    Lydia Adams — VP, Marketing & Communications at Personiv was recently invited onto the MarketScale Technology podcast hosted by Daniel Litwin, where she discussed the most important aspect of a...

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  • How Private Equity Firms Add Efficiency Without Adding to Headcount

    How Private Equity Firms Add Efficiency Without Adding to Headcount

    In 2020, the private equity landscape has become increasingly crowded. Aggressive growth over the past five years has resulted in fierce competition as dry powder piles up and more players enter the..

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  • B2B Perspectives: 15 Resources for Building Relationships That Go the Distance

    B2B Perspectives: 15 Resources for Building Relationships That Go the Distance

    As business-to-business (B2B) relationship management models and customer care expectations evolve to resemble business-to-consumer (B2C) ones a little more each day, it's important to remember that..

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  • Discover Outsourced Accounting: Finance & Accounting Outsourcing (FAO) 101

    Discover Outsourced Accounting: Finance & Accounting Outsourcing (FAO) 101

    BPO is by no means a new concept, but it's been changing in tandem with the rest of the business landscape. We're going back to basics with an updated crash course in FAO (F&A Outsourcing).

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  • Losing B2B Clients? Why Your Customers Are Leaving & How to Turn it All Around

    Losing B2B Clients? Why Your Customers Are Leaving & How to Turn it All Around

    As the trend in business-to-business (B2B) customer service continues to track toward a traditionally business-to-consumer (B2C) model, forward-thinking providers are finding that there are more ways

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