Theresa Edwards

  • 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 Digital Provider You Can Trust

    [PODCAST]: How to Find a 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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  • Safeguarding Financial Info: How to Ensure Company Data Doesn't Fall Into the Wrong Hands

    Safeguarding Financial Info: How to Ensure Company Data Doesn't Fall Into the Wrong Hands

    In 2020, every industry has reason to concern itself with cybersecurity, and that includes private equity. Reducing the risk of a data breach means acknowledging that as new technologies are...

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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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  • Finance & Accounting Outsourcing 101

    Finance & Accounting Outsourcing 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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  • 33 Ways to Show Your B2B Clients You Care

    33 Ways to Show Your B2B Clients You Care

    No matter what business you're in, the experience that you offer to your customers is more high stakes than ever.

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  • [PODCAST] How to Retain Client Relationships

    [PODCAST] How to Retain Client Relationships

    John Nichols — VP Account Management at Personiv, discusses the key ingredients that go into forming a partnership that goes the distance.

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  • Personiv Manila Sends Out a 'Symbol of Hope' with Mount Taal Relief Activities

    Personiv Manila Sends Out a 'Symbol of Hope' with Mount Taal Relief Activities

    Our dedication to "Being Human" is endemic to our cultural pillars here at Personiv. We couldn't be prouder of the members of our team who work hard day in and day out in Manila -- not just for our cl

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  • We Ranked the Best ERP Software for Midsize Businesses

    We Ranked the Best ERP Software for Midsize Businesses

    Managing your data in the cloud is a must for midsize businesses, but finding the right ERP that will help with efficiency can be overwhelming.

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  • Time Management Tips and Tricks

    Time Management Tips and Tricks

    There is a reason that we collectively burst into the new year with a list of goals and resolutions that we promise to attend to over the next 365 days. After the chaotic holiday season wraps and the

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  • [PODCAST] Streamlining Finance & Accounting Processes

    [PODCAST] Streamlining Finance & Accounting Processes

    Megan Weis — VP & General Manager, FAO Services at Personiv was invited as a guest to speak some of the ways that leaders can streamline their businesses' finance and accounting processes and win back

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  • Personiv Wins Comparably’s Best Companies for Diversity, Ranks In Top 50 Companies

    Personiv Wins Comparably’s Best Companies for Diversity, Ranks In Top 50 Companies

    Personiv, a global leader in accounting, back office, digital and customer contact outsourcing has been named as one of Comparably's 2019 Best Companies for Diversity in the category of large companie

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  • Top 5 Podcasts Accounting Leaders Should Listen To Today

    Top 5 Podcasts Accounting Leaders Should Listen To Today

    These days, it seems there's a podcast for every niche interest and obscure topic you can think of, all just waiting to be downloaded for a more bearable commute, workout or laundry day. You can get y

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  • Personiv Manila Recognized for its Unique Approach to Outsourcing Partnerships

    Personiv Manila Recognized for its Unique Approach to Outsourcing Partnerships

    Shared Services and Outsourcing Network (SSON) — the largest shared services and outsourcing network in the world — held a gala in on November 19 to honor the "best of the best" shared service provid

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  • Two New Accolades for Personiv's Impact Sourcing Efforts in Coimbatore

    Two New Accolades for Personiv's Impact Sourcing Efforts in Coimbatore

    We are pleased to announce that our Coimbatore site – along with Executive Vice President and Site Head Fredericks John – have been recognized once again for their unique corporate social...

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  • Implementing Outsourcing as a Transitioning CFO

    Implementing Outsourcing as a Transitioning CFO

    Being a CFO in transition means managing a moving workload. Besides managing the regular short-term and long-term executive responsibilities that come along with the job, there's also the process of

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  • [PODCAST] The Reality of Doing More With Less

    [PODCAST] The Reality of Doing More With Less

    Michael Murphy —CFO of Personiv, was invited as a guest to speak on the MarketScale Retail Podcast with Sean Heath, where he shared his experience and insight as a financial leader sometimes required

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  • Improving Your Accounting Processes Through Outsourcing

    Improving Your Accounting Processes Through Outsourcing

    Keeping your company's books and financial information in order is crucial to keeping, well, your company. After all, business comes down to the numbers. If you do it yourself, you're probably already

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