Theresa Rex

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...

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...

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

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...

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.

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

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.

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.

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

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

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"

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

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.

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...

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..

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..

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).

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