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Author and instructor of the Linkedin Course "Strategic Financial Intelligence for Business Leaders"

 Course Author - Strategic Financial Intelligence for Business Leaders

The CEO Financial Intelligence Program

Built for CEOs, CFOs and executives who want to lead with strategic financial insight and engineered performance. 

Through expert sessions, real-world cases, and a private executive community, you'll learn to connect the dots between vision and results, challenge financial assumptions, ask the right questions, and make confident decisions that drive enterprise value.

Founder

Financiario

Financiario delivers the financial foresight of a strategic CFO — automated into real-time dashboards — to unlock capital, drive growth, and lead with confidence.

Always know how today’s decisions impact cash flow, profitability, and long-term value — without the guesswork, spreadsheets, or delays.

Designed for mid-market companies, Financiario connects financial planning, forecasting, and reporting into one powerful, fully managed platform.

From multi-entity consolidations and scenario modeling to capital allocation and debt management, every dashboard and report is engineered to align financial performance with strategic objectives.

Experience real-time financial intelligence. Book a demo at Financiario.com.

Founder & CEO

OanaLabes.com

Hi, I'm Oana Labes.

As one of the top worldwide Linkedin content creators, my strategic finance content has been seen by over 140 million people over the past year.

My Linkedin following has grown to over 350,000 followers, and the business and finance Checklists and Cheat Sheets I created have been viewed and downloaded by millions of people worldwide.

My 'Cash Flow Masterclass' has transformed hundreds of careers and businesses and my Corporate Trainings have helped thousands of professionals around the world.

Join over 55,000+ people and subscribe to my free newsletter 'The Finance Gem 💎' to get strategic finance insights every Saturday and compound your impact & influence on in boardrooms and beyond.

Get in touch at www.OanaLabes.com

The Finance Gem

Join 55,000+ subscribers to get The Finance Gem 💎delivered to your Inbox every other Saturday. Don't miss the strategic finance insights enjoyed daily by my 350,000+ Linkedin Followers.

Founder & Content Creator

Corporate Finance Institute® (CFI)

Founded in 2016, CFI is the world-leading provider of practical learning and productivity tools for finance and banking professionals. Powered by expert instructors, hands-on lessons, and proprietary technology, CFI delivers the skills, certifications, CPE credits, and resources to help anyone—from beginner to seasoned pro—drive their finance career.

Guest Writer

Profitability Analytics Center of Excellence

PACE is an independent, non-profit, community of professionals dedicated to developing ways for companies to strategically manage and improve revenue, cost, and investments using causal analytic models to help make better, more informed decisions and drive greater value creation.

Advisory Board Member

I enable the financing that supports the growth and success of growing businesses operating in the Manufacturing, Wholesale and Logistics space.  I also lead RBC’s relationship with my clients at the enterprise level; I oversee the overall risk monitoring process for my portfolio and actively manage the portfolio credit risk within the bank’s risk appetite.

Senior Commercial Manager - Supply Chain Industries

Commercial Manager / Technology Banking KBI

Holidays Inc.

After working in the industry for 6 years I founded a travel concierge business at the age of 23, and bootstrapped it to 1.3MM EUR in revenues, 13 employees and 2 offices over the course of 4 years. We partnered with Thomas Cook in Germany to gain exclusive access to the full travel offering of more than 70 of the world’s largest 70 wholesale operators including Thomas Cook, Neckerman, TUI, ITS, DERtour, Schauinsland or ITS. 

Our strategy focused on product leadership, customer service, and innovation, which helped to differentiate us in the local market and afforded us record high retention rates and customer referrals.

I used to think finance wasn’t rocket science — until I saw how many CEOs and companies get crushed by it.

Great products with solid margins - consistently struggling to engineer growth with proactive cash flow planning and smart capital allocation.

That’s when I realized: it’s not just about numbers — it’s about knowing what they mean, how to plan around them, and how to make decisions that actually build value.

That’s what I teach. And that’s what my company Financiario delivers.

📌 I’m a CPA, MBA, and Founder of Financiario — the only financial intelligence platform built to think, report, and advise like a CFO in real time — whether you have a CFO or not.

📌 My background:

→ 15+ years of mid-market capital expertise
→ $300M+ secured and deployed across growth, M&A, and enterprise value acceleration
→ Scaled hundreds of companies 10–20x by aligning capital, cash flow, and strategic planning

📌 I’m also:

→ A Top 10 U.S. LinkedIn Finance Creator
→ A LinkedIn Learning Instructor
→ Read weekly by 45,000+ CEOs and CFOs via The Finance Gem
→ Followed by 500,000+ worldwide across platforms

📌 I’ve taught over 5,000 leaders through:

→ The CEO Financial Intelligence Program – master the 20% of finance that drives 80% of results
→ The Cash Flow Masterclass – used by thousands to turn liquidity into leverage
→ The Financial Analysis Masterclass – helping leaders turn numbers into strategy

📌 Brand partners & highlights:

→ Oracle, SAP, HubSpot, Mercury, 
→ AFP speaker (largest finance conference in the world): 3 years running

If you’re a scaling company, ambitious executive, finance pro, or growing brand — I can help.

→ Follow me here, on IG and YouTube (coming soon)
→ Scale with me: Financiario.com
→ Learn with me: oanalabes.com
→ Reach me: hello@oanalabes.com

Oana Labes, MBA, CPA

AI won’t transform finance until CFOs trust it.
That’s the real barrier.
Not technology.

Every finance leader wants faster insights.
But they also want answers they can defend.

And that’s the gap.

I’ve had dozens of conversations with CFOs over the past year about AI.

Every time, the story is the same:

“We’re intrigued…
But we’re not ready to bet our liquidity on a black box.”

This isn't resistance.
It’s risk management.

And now we have hard data to back it up.

A new survey of 1,000 CFOs, commissioned by Kyriba, confirms what many of us suspected:

- 76% say security & privacy risks could threaten financial health
- 41% cite fear of data leaks as the #1 blocker
- Only 46% trust safeguards in current AI tools
- Yet 96% still rank AI integration as a top priority

This isn’t about slowing innovation.
It’s about scaling it safely.

Smart CFOs are now asking:

✓ Is our data secure, or exposed?
✓ Is this AI explainable, not just impressive?
✓ Are we solving real problems—or just piloting hype?

AI in finance isn’t just about automation.
It’s about judgment, control, and trust.

I’ll drop a link to the full CFO survey in the comments—it’s worth the 5-min read.

You can also get it here: https://bit.ly/4rAjRqB

Your move: Would you bet your liquidity on a black box?

♻️ Like, Comment, Repost if this was helpful. And follow Oana Labes, MBA, CPA for strategic insights on financial leadership. 

#ad

Brand partnership • CEO @ Financiario | Real Time CFO Intelligence for Mid-Market Companies | Rolling Forecasts • Dynamic Dashboards • Board Decks | Founder & Coach @ The CEO Financial Intelligence Program | Top 10 LinkedIn USA Finance

Wealthfluency

I help small business owners boost profits by 15-20% min. in just 12 weeks by eliminating the hassle of endless spreadsheets and analytics. My Financial Navigator program focuses on bringing all your data together to give you actionable insights using our custom automated dashboard.

✔ Achieving financial clarity shouldn't be a struggle.

That's why our program centralises and unifies all your business data, making it easy to see where you can save money and increase profits. By leveraging real-time insights, my clients are able to make informed data-driven decisions that drive growth and efficiency.

⏩ We tackle all aspects of financial management: from data integration, automation, and expert analysis to strategic planning.

Where we really shine is in turning those insights into action that increases cash flow. Our program includes bi-weekly calls with me for personalised coaching, alongside an in-depth, step-by-step approach that covers:

• Comprehensive financial audits
• Custom dashboard setup and training
• Strategic profit and growth planning
• Monthly performance reviews

Importantly, we avoid methods that don't yield results:

• No generic, one-size-fits-all solutions
• No unnecessary manual processes
• No confusing financial jargon

The real success lies in understanding your unique business needs and applying tailored financial strategies to drive results increasing profitability.

Send me a DM, ask about the Financial Navigator.

Want more? In addition to the Financial Navigator, I also guest on podcasts and provide training for masterminds and private communities alike, helping them master financial management and strategic growth.

With over 17+ years of experience in the finance and business strategy space, I am retained by many businesses to enhance their financial planning, analysis, and decision-making processes. Reach out to learn more and start your journey to financial clarity and growth.

Founder - Financial Navigator Program

I've presented, guest appeared and run workshops on money mindset, effective financial management, sustainable scaling through (R)ewriting KPIs and goals, (O)ptimising systems and processes and (I)nvesting regained time and money (ROI Roadmap Framework) at podcasts and private communities including:

- The Nomad Solopreneur Show
- Her Balanced Hustle 
- A Sip of Inspiration
- Work From the Inside Out
- Shoutout Miami
- The Driven Female Entrepreneur
- Scaling with Deasha 
- Work From the Inside Out
- My Journey to CEO
- The Price of Business Show
and many more

Guest Speaker

MBAH CONSULTANCY LTD

Accomplished Product Manager and Business Analyst with over 17+  years of with extensive experience leading digital product development and data-driven decision-making, including websites and third-party digital platforms. 
Demonstrated expertise in leading cross-functional teams to deliver solutions that enhance user experience and drive business growth. Skilled in identifying user needs through customer interactions, designing innovative solutions, and leading projects with a focus on delivering tangible business outcomes. Proven track record in developing and executing product strategies focused on intuitive and scalable digital tools.

Skills & Expertise:
• Product Management: Managing product lifecycles and launching market-leading products.
• Business Analysis: Proficient in SQL, requirements gathering, and process optimisation.
• Software Development: Experienced with Agile methodologies, Scrum, Jira, and Visio.
• Leadership: Leading projects and teams to achieve strategic objectives.

Founder and Principal Consultant

APM/Senior BA | Amherst Group LLC
August 2022 – December 2023

Spearheaded ERP projects in the hmebuilding sector, driving strategic roadmap development and product optimisation. Managed cross-functional teams to deliver solutions that enhance business processes and customer satisfaction.

Key Achievements:

• Led product backlog optimisation, improving project delivery timelines.
• Established strong relationships with C-suite executives, aligning project goals with business strategies.

Senior Business Analyst

PM / Lead BA | CRMmetry Consultancy
April 2020 – June 2022

Directed multiple digital transformation projects, enhancing operational efficiencies through tailored CRM solutions. Managed a $1M project for Jamaica National Bank, transforming their credit facility processes.

Key Achievements:
• Implemented CRM integrations, increasing operational efficiency and customer engagement.
• Developed advanced analytical frameworks to guide business process improvements.

Product Manager

PO / Lead BA | National Commercial Bank
January 2019 – March 2020

Led a transformative project to overhaul insurance processing systems, integrating technology to streamline operations and enhance global service delivery.

Key Achievements:
• Improved productivity by 25% through business intelligence tools and enhanced workflows.

Product Owner

Associate Project Manager | HSBC Private Bank
February 2017 – March 2018

Guided a major regulatory compliance project (MiFID II), focusing on business requirements and compliance processes. Facilitated cross-departmental collaboration.

Key Achievements:
• Conducted training programs for over 200 staff members, enhancing regulatory compliance.

Associate Project Manager

Simplify finances for growth | Helping business leaders make smart money choices to grow revenue in 30 days without boring spreadsheets by keeping all your data in one place 👉 Ask me about Financial Navigator Program

Are you seeking financial clarity and consistent revenue growth for your business?

Learn how you can increase your profits by 6% and your team's productivity by 4% in 30 days...

We help business leaders like you increase revenue without the hassle of boring spreadsheets by keeping all your data in one place for better profitable decisions.

Imagine this:

💸 Steady and predictable revenue growth
💸 Increased team productivity boosting profits
💸 Clear data insights guiding you as you scale

If you're ready to leave behind:

❌ Overworking without seeing growth
❌ Missed opportunities from unclear insights
❌ Confusing, time-consuming spreadsheets and reports

Don't delay!

📩 Message me today and ask me about the 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗼𝗿 𝗣𝗿𝗼𝗴𝗿𝗮𝗺!

___

𝗖𝗟𝗜𝗘𝗡𝗧 𝗪𝗜𝗡𝗦

Jessica, Online Boutique Owner
"𝘉𝘦𝘧𝘰𝘳𝘦 𝘐 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩𝘦𝘥 𝘈𝘯𝘸𝘪𝘯, 𝘐 𝘸𝘢𝘴 d𝘳𝘰𝘸n𝘪𝘯𝘨 𝘪𝘯 𝘴𝘱𝘳𝘦𝘢𝘥𝘴𝘩𝘦𝘦𝘵𝘴, 𝘶𝘯𝘴𝘶𝘳𝘦 𝘰𝘧 𝘸𝘩𝘦𝘳𝘦 𝘮𝘺 𝘮𝘰𝘯𝘦𝘺 𝘸𝘢𝘴 𝘨𝘰𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘩𝘰𝘸 𝘵𝘰 𝘰𝘱𝘵𝘪𝘮𝘪𝘻𝘦 𝘪𝘵. 𝘕𝘰𝘸, 𝘐 𝘯𝘰𝘵 𝘰𝘯𝘭𝘺 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘮𝘺 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸 𝘣𝘶𝘵 𝘤𝘢𝘯 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘩𝘢𝘷𝘦 𝘣𝘰𝘰𝘴𝘵𝘦𝘥 𝘮𝘺 𝘱𝘳𝘰𝘧𝘪𝘵𝘴 𝘣𝘺 𝟥𝟢%" 

Jess, Business Coach
"𝘈𝘯𝘸𝘪𝘯 𝘪𝘴 𝘵𝘰𝘱 𝘰𝘧 𝘩𝘦𝘳 𝘨𝘢𝘮𝘦 𝘸𝘩𝘦𝘯 𝘪𝘵 𝘤𝘰𝘮𝘦𝘴 𝘵𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘦𝘴 𝘢𝘯𝘥 𝘨𝘳𝘰𝘸𝘪𝘯𝘨 𝘮𝘰𝘯𝘦𝘺. 𝘚𝘩𝘦'𝘴 𝘭𝘪𝘷𝘪𝘯𝘨 𝘱𝘳𝘰𝘰𝘧 𝘢𝘭𝘰𝘯𝘨 𝘵𝘩𝘢𝘵 𝘪𝘵 𝘥𝘰𝘦𝘴𝘯'𝘵 𝘮𝘢𝘵𝘵𝘦𝘳 𝘸𝘩𝘦𝘳𝘦 𝘺𝘰𝘶 𝘢𝘳𝘦, 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘤𝘳𝘦𝘢𝘵𝘦 𝘧𝘢𝘴𝘵 𝘤𝘩𝘢𝘯𝘨𝘦 𝘢𝘯𝘥 𝘣𝘦𝘤𝘰𝘮𝘦 𝘵𝘩𝘦 𝘉𝘌𝘚𝘛 𝘮𝘰𝘯𝘦𝘺 𝘮𝘢𝘯𝘢𝘨𝘦𝘳 𝘢𝘯𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘤𝘳𝘦𝘢𝘵𝘰𝘳"

Sarah, MBA Consultant
"𝘐 𝘧𝘪𝘯𝘢𝘭𝘭𝘺 𝘩𝘢𝘷𝘦 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦 𝘷𝘪𝘴𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘪𝘯𝘵𝘰 𝘰𝘶𝘳 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴, 𝘦𝘯𝘢𝘣𝘭𝘪𝘯𝘨 𝘮𝘦 𝘵𝘰 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘩𝘢𝘷𝘦 𝘥𝘳𝘪𝘷𝘦𝘯 𝟣𝟪% 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 𝘨𝘳𝘰𝘸𝘵𝘩 𝘪𝘯 𝘫𝘶𝘴𝘵 𝟨 𝘮𝘰𝘯𝘵𝘩𝘴." 
___

𝗣𝗔𝗥𝗧𝗡𝗘𝗥𝗦𝗛𝗜𝗣𝗦 & 𝗣𝗢𝗗𝗖𝗔𝗦𝗧 𝗚𝗨𝗘𝗦𝗧𝗜𝗡𝗚

Interested in having Anwin as a JV partner or as a guest on your podcast?

Reach out today and let's find the most valuable way we can work together..

📬 email: hello@wealthfluency.com

___

As seen in:
🎙️The Nomad Solopreneur Show - https://www.youtube.com/watch?v=nQCOLTm-HGo
🎙️Her Balanced Hustle - https://www.youtube.com/watch?v=T_BWp-Hreho
🎙️A Sip of Inspiration - https://www.youtube.com/watch?v=HW940dXBJeA

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