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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

Most CEOs are building strategy on Adjusted EBITDA.

But Operating Cash Flow is the number that tells the truth.

➡️ Learn to analyze an income statement in 10 steps and never miss another red flag again: https://bit.ly/3QsGLyV

Let’s talk about the most abused metric in finance:
Adjusted EBITDA.

On paper and in quarterly calls it looks impressive.

↳ Big number
↳ Solid growth story
↳ Great for pitch decks

But dig deeper, and it’s often nothing more than a sanitized version of the truth.

📌 Save your spot for the upcoming executive masterclasses covering EBITDA, Valuation and our exclusive CEO Panel: 

➡️ https://bit.ly/4nHxemo
➡️ https://bit.ly/4nZwau8
➡️ https://bit.ly/4oCA2RK

Here’s what happens when the heat of real business pressure kicks in:

↳ Adjusted EBITDA: a full pan of spinach — puffed up with “one-time” add-backs

↳ EBITDA: a few wilted leaves left — still disconnected from actual cash

↳ Net income: the bare truth — what’s left after everyone else takes their share

↳ Operating cash flow: the real litmus test — what the business actually generates to reinvest, repay, and survive

Most CEOs are obsessed with EBITDA.
But it’s operating cash flow that fuels today and builds tomorrow.

Smart CEOs understand this:

✓ Adjusted EBITDA is easy to manipulate — operating cash flow isn’t
✓ EBITDA ignores working capital swings — OCF exposes them
✓ Operating cash flow shows what’s sustainable — not presentable

Because at the end of the day, only one number fuels:

Payroll
Debt repayment
Growth reinvestment
Dividend distribution
Breathing room in downturns

That number is Operating Cash Flow.

If you’re not tracking it religiously, and planning it carefully - you're in for some seriosu financial trouble.

This isn’t about becoming a CFO.

It’s about being a CEO who actually understands how value is created — and destroyed.

So here’s the question:

Are you managing by numbers that survive heat?
Or by metrics that evaporate when reality sets in?

📌 Want to transform your leadership, company and career?

▷ Scale yourself with my CEO Intelligence Program: https://bit.ly/3ZCI0kr
▷ Scale your knowledge with courses & graphics: https://bit.ly/3RlTCDD
▷ Scale your company with Live CFO intelligence: https://bit.ly/3Aa36fG

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

10 more days left to enrol into The CEO Financial Intelligence Program
Last cohort for 2025 kicks off November 12, 2025
6 weeks with me, 2x live weekly, recorded
Transformational & immediately practical
Enrol now: https://lnkd.in/e_4V8pWR

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

AI Finance Club

AI Finance Club is the place where Finance Professionals can stay updated and learn about AI in Finance.
By joining the AI Finance Club, you will receive: Monthly Live Masterclass given by experts, In-depth reviews of AI Tools for Finance, Digest of AI Finance news, Mini-Courses on Generative AI for Finance and Deep-dives on how to use AI in Finance Processes.

Nicolas Boucher Online

Corporate Finance tailored workshops:
🤖 ChatGPT For Finance
📊 FP&A
💡 Finance for Non Finance

Keynote speaker
🤖 AI in Finance
🧑‍💻 Finance for Non Finance
📊 FP&A

✉️ More info: hello@nicolasboucher.online

Consulting:
📈 LinkedIn Growth
🤖 ChatGPT and AI implementation

✉️ More info: hello@nicolasboucher.online

Trainings for finance professionals individuals:
🤖 ChatGPT for Finance
https://nicolasboucher.gumroad.com/l/ChatGPT-For-Finance
📊 FP&A
https://nicolasboucher.online/course/

Founder / Corporate Finance Trainer / Keynote Speaker

Thales

As from 2022: Senior Manager Controlling for Ground Transportation Systems
Scope of responsibilities:
-Reporting business reviews to top management
-Involved in the strategic activities 
-Working in 3 languages (English, German and French)
-Budgeting and Forecasting activities
-Transversal role on commercial, R&D and project controlling
-Part of the carveout process

From 2018 to 2021: Head of Finance and Controlling for MIS Germany
Scope of responsibilities:
-Head of Finance for the Space Segment (Cross regional scope between Germany and France)
-Working in 3 languages (English, German and French)
-Leading a team of 8 controllers and accountants
-Member of the local management (production, engineering and R&D teams representing 400 employees) 
-Involved in the strategy and bids activities 
-Strong focus on commercial, industrial and budget controlling
-Led significant cost reduction activities
-Reorganised the Finance & Controlling team (reduction of the team size, use of shared services, optimisation of processes)

Senior Manager Controlling / Head of Finance & Controlling

Managed the Finance Transformation initiatives for Thales Germany which consisted mainly of:
-Organisational changes
-Implementation of a business intelligence tool
-Harmonization of Financial Information Systems and Processes
-People development

In addition, I performed ad hoc missions such as budgeting and controlling, transfer pricing documentation and internal control documentation.

Head of Finance Transformation Thales Deutschland GmbH & Senior Manager Finance & Controlling

PwC Luxembourg

1) Audit of Insurance and Reinsurance top tier companies (70% of portfolio), exposed to other industries (Investment fund, holdings and commercial companies)
-	Supervision of audits under IFRS and Luxembourg GAAP (statutory and consolidation)
-	Proposal writing for new key clients and fee negotiation for recurring jobs
-	Building and maintaining valuable relationships with clients by understanding and offering solutions
-	Production and presentation of board papers, executive summaries and memos
2) Consulting and advisory
-	Regulatory gap analysis for an international Reinsurer
-	IT roadmap and study on distribution needs for a Life Insurer
-	International expansion study for a Life Insurance IT provider
3) Internal projects
-	PMO for the Insurance industry leader (help on business plan, strategy to action plan, coordination)
-	Conduct and organize key meetings with different lines of services (audit, tax, advisory, IT)
-	Regular update on regulatory matters and market topics
-	Participation to key human resources steps as reviewer for juniors (objectives, validation of probation period, evaluation committee and annual review)
-	Instructor for training

Manager - Financial Audit

PwC Singapore

Audit of Insurance and Reinsurance top tier companies
-	Manager in charge on 80% of my portfolio
-	Supervise, schedule, conduct and organize audits under IFRS (statutory and consolidation)
-	Project management: budgeting, tasks allocation, planning, monitoring
-       Build and maintain valuable relationship with our clients by understanding, offering solutions, and providing value
-	Coaching and team management in order to deliver high quality work in respect of the deadlines
-	Production and review of deliverables (Financial Statements and management letters)
-	Involved in advisory jobs and internal projects

Assistant Manager - Financial Audit

Audit of Insurance and Reinsurance companies (Axa, La Luxembourgeoise and New PEL Group all of them part of the Top10 Luxemburgish Insurance sector), Investment Funds (assets under management up to USD 40 billion : Amundi, Bluebay, Wellington, Platinum Trust, Genesis) and Holdings (Finmeccanica)
-	Schedule, conduct and organize audits of full complexity for conformity with policies and procedures of company under Luxembourg GAAP and IFRS (consolidated accounts)
-	Coaching and team management in order to deliver high quality work in respect of the deadlines
-	Production and review of deliverables (Financial Statements and management letters)
-	Involved in advisory jobs and internal projects
-	Education program of certified public accountant of Luxembourg (“IRE”)

Senior Financial Auditor

Group Reporting Department
-Analysis and control of financial statements sent by the subsidiaries, monthly for management figures and annually for forecasts
-Key Performance Indicators : Income Statement, EBITDA, Cash flow Statement, Balance Sheet
-Management of the Information System for reporting and consolidation (Magnitude)

Financial Controller

I teach Finance Teams how to use ChatGPT - Keynote speaker on AI for Finance & FP&A

For AI Finance Trainings and Workshops:

✉️ Contact me here: hello@nicolasboucher.online

About me:

Finance Thought Leader specialized in AI, trained more than 5,000 people and on a mission to help more than 1 million finance professionals.

I teach finance people how to use AI.

You can also book me as a keynote speaker.


My previous roles:

🏭 Thales (Germany):
2022-23: Senior manager controlling role for the Transportation business (€500 million business)
2018-22: Part of the management and led the Finance and Controlling team of a production site (400 people) specialised in producing Traveling Waves Tubes for Satellites
2016-2018: Head of Finance Transformation

👨‍💻 PwC:
2014-2016: Audit Manager in PwC Luxembourg
2012-2014: Audit Manager in PwC Singapore
2009-2012: Auditor in PwC Luxembourg


My experience:

Living in 5 different countries across 3 different continents (France, USA, Luxembourg, Singapore and Germany) gave me the capacity to integrate myself quickly and understand different local and working cultures.

Worked 8 years for Thales, an engineering and industrial french multinational.
I had finance manager roles and was part of the management of a 400 people production site.

Prior to that, I worked 7 years as an auditor and consultant for PwC in Luxembourg and Singapore.


My private life:

I am married and a happy father of two young daughters. We both learn from each other and we enjoy reading french books together and play outside.
When I am not busy with my daughters, I am exercising, cooking and spending quality time with friends.
Finally, traveling and tasting new food are some of my favorite experiences. But if you ask me where is the most beautiful place and where can we find the best food in the world, I have only one response: my hometown, Brittany in France.


My Specialties:

-Finance & accounting
-Controlling, budgeting & forecasts
-FP&A
-ChatGPT
-AI
-Storytelling
-Cross-cultural management, coaching and training
-Cost reduction
-Management
-Analytics, Business Performance and Activity Dashboard
-Audit & controls
-Business Processes Modelling
-Financial Statements and Cash Flow
-Business Intelligence
-Fluent in French (native speaker), English & German

Hashtags:
#finance #controlling #accounting #management #cfo #cash #budgeting #forecasting #chatgpt

https://nicolasboucher.online

Nicolas Boucher

7 books to help you as a CFO

+ 48 Laws of power applied to finance: https://lnkd.in/exeXveeY

Many people see The 48 Laws of Power as a book about manipulation

But in finance, it reads differently
It’s a lesson in strategy — understanding influence, timing, and perception

Because power in finance isn’t about control
It’s about clarity and impact when decisions matter most

-

Reading books is still essential for every finance professional

(Post inspired by Ben Meer’s MBA in 6 months post)

Here is my selection of the top finance books:

1. Accounting for Non-Accountants by Wayne Label

Lessons:

- How to prepare and use financial statements
- How to control cash flows
- How to manage budgets
- How to use accounting ratios

2. The CFO Lens by Ravikumar Ramanan

Lessons:

- Taking finance to the next level of business support and performance
- The dynamics of managing finance in the digital economy
- Soft skills

3. Budgeting Basics and Beyond by Jae K. Shim, Joel G. Siegel, Allison I. Shim

Lessons:

- Strategic Planning & Budgeting
- Break-Even and Contribution Margin Analysis
- Forecasting and Planning

4. The Audacious Finance Partner by Andrew Codd

Lessons:

- Finance Business Partnering Skills
- Business Transformation
- Leadership Skills

5. Effective Data Storytelling by Brent Dykes

Lessons:

- Transform your insights and data visualizations into appealing data stories
- Fundamental elements of a data story and key audience drivers
- Seven essential principles of better visual storytelling into your work

6. Financial Modeling by Simon Benninga

Lessons:

- Basic financial calculations
- Introduction to Monte Carlo methods
- Excel functions

7. Future Ready by Steve Morlidge & Steve Player

Lessons:

- Principles of a good forecast
- Mastering the process of forecasting
- Implementation of management techniques

👉 Explore The 48 Laws of Power — Applied to Finance: https://lnkd.in/exeXveeY

🔁 Repost to help your finance peers sharpen both their skills and their strategic mindset

I teach Finance Teams how to use AI - Keynote speaker on AI for Finance (Email me if you need help)

TOP CFO BOOKS

Use these 100 data analysis with AI

👉 Financial Analysis with AI Event: https://hubs.ly/Q03LkS5p0 in English 🇬🇧
Ou en Français 🇫🇷: https://hubs.ly/Q03LkT4g0

Free event on Oct 9 to learn practical ways AI cleans data and sharpens your narrative
Sponsored by Jedox   

Here’s what’s inside:
1. Why financial storytelling matters – Finance teams don’t just crunch numbers, they guide strategy
2. How AI automates data prep – Less time cleaning spreadsheets, more time analyzing
3. Building trust in numbers – Automated consistency improves credibility with stakeholders
4. Smarter analysis workflows – AI highlights patterns humans miss
5. Clearer storytelling – Insights structured into narratives that decision-makers actually remember
6. Practical reporting tips – Small tweaks that turn reports into impact

Takeaway: AI doesn’t replace finance teams—it helps them tell the right story with the data they already have

But storytelling is only as good as your analysis

That’s why I’ve also pulled together the Top 100 Data Analysis Tips

Here’s a preview:

Use cases
1.How to analyze sales trends? → Use time-series analysis
2.How to predict customer churn? → Apply logistic regression
3.How to segment customers? → Use cluster analysis

Methods
26. Time-series analysis → Spot patterns across time
27. Logistic regression → Model yes/no outcomes
28. Cluster analysis → Group customers with similar behaviors

Excel
51. Manage large datasets → Use Power Query
52. Automate tasks → Build macros in VBA
53. Visualize better → Use Power View

Python
76. Import data → Pandas handles any format
77. Handle missing data → fillna or dropna
78. Create visuals → Matplotlib & Seaborn
…and much more inside the full cheat sheet

Join my event: “How to become an AI CFO” (link in bio)

No alternative text description for this image

Do you know the AI Agent inside SAP?

I got the chance to get insider insights. Swipe the doc to learn more

In SAP Cloud, you can start building AI Agents with the Joule Agents functionality

If you want to learn more about the SAP Business Suite and how it uses AI + Data, then I recommend you join the webinar organized by SAP S/4HANA Cloud ERP
👉 https://lnkd.in/eu5FuiVy

Save the date, October 22, 2025 Wednesday
America: 11:00 am EDT / 8:00 am PDT
Europe & Africa: 11:00 am CEST
Asia Pacific: 9:30 am IST / 12:00 pm SGT / 2:00 pm AEST

I am collaborating with SAP S/4HANA Cloud ERP as I believe having AI into your ERP is where you will see more and more value delivered and that's what SAP Cloud is doing right now with all their new AI functionalities (under the name Joule)

As you can see in the infographic:
Joule AI Agents don’t just answer questions—they trigger actions, automate processes, and connect across SAP and non-SAP apps to get real work done


🔹 How Joule AI Agents work:

✅ They have direct access to your business data

Unlike generic AI, Joule pulls real-time business data to make smarter decisions and automate workflows

✅ They connect beyond SAP

Joule AI Agents work with Outlook, Copilot, SAP Ariba, and more—so you can integrate, automate, and bridge the gap across multiple platforms

✅ They come with 1,300+ automation skills

From finance and HR to sales and IT, Joule AI Agents automate complex tasks and execute workflows faster than ever

✅ You can build your own—no coding required

With Joule Studio, teams can create custom AI Agents that are tailored to your business needs—without writing a single line of code

🚀 Real-World Impact: How Businesses Use Joule AI Agents (some examples reported by SAP)
- Finance: Reduce accounts receivable matching effort by 71%
- Sales: Accelerate deal cycles by 80% with AI-driven customer insights
- HR: Automate candidate assessment, cutting manual review time by 80%
- IT: Boost app management productivity by 75% with AI-powered DevOps automation


Save it to your calendar! March 12 12pm Singaporean time
👉 https://lnkd.in/eu5FuiVy


📌 What’s one task you’d love to automate? Let’s discuss in the comments!

Brand partnership • I teach Finance Teams how to use AI - Keynote speaker on AI for Finance (Email me if you need help)

SAP AI AGENT - JOULE

My 6 AI plays to cut software waste
👉 Let me show some of them live this Thursday: https://vrtc.io/48jirtn

(made free thanks to Vertice sponsoring it)

Imagine you are the CFO and you see this:
SaaS prices up 11%, but 66% of seats sit idle
Renewal was last week

How would you react?

I'm sure you don't want this to happen again.

This is why we need a repeatable way to find shelfware fast


This is what we will discuss this Thursday.

Here are already some examples on how you can use AI:

1. Use GenAI to surface your true KPIs
Ask an AI model with your raw data: “Which 10 KPIs best represent software spend health—and why?” It spots board-level metrics (logins per paid seat, cost per active user, renewal risk cohorts

2. Run cohort analysis in minutes, not days
Segment by department and show 30/60/90-day activity vs. seats and cost; flag cohorts where activity falls below 5%. Finance teams report 2–8 hours; AI does the first pass in ~2 minutes

3. Automate the data mess
Prompt AI to write scripts (Google Apps Script/Office Script/VBA) to combine tabs, standardize vendor names/SSO IDs, and keep only needed columns. No more manual cleanup

4. Ask AI: “What are 100 things I don’t know but should?”
Drop in a billing summary or describe your stack. You’ll uncover blind spots—SSO mismatches, duplicate tools, zombie seats, or teams paying outside procurement

5. Invest in AI-native finance tools
Auto-categorize transactions, flag anomalies, draft entries, and connect ERP/AP/SSO/vendor exports so usage, billing, and renewals flow into one view

6. Pull data via API—with AI as your helper
Have AI draft a Python script to pull last-login and active-seat counts from Okta, Zoom, Atlassian, or M365; then join across apps. Same pattern for Salesforce renewals.

Your team can find and kill shelfware fast by pairing finance judgment with small AI workflows
Cleaner data, stronger negotiations, less waste—without waiting on engineering

👉 See the AI workflows:
Join me here: https://vrtc.io/48jirtn

You’re invited to my biggest event: “How to become an AI CFO” (link in bio)

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The Battle

Oana Labes, MBA, CPA

Nicolas Boucher

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The Battle

Oana Labes, MBA, CPA

Nicolas Boucher

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Oana Labes, MBA, CPA's LinkedIn Performance

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