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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. 

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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

GridBeyond

-Connecting with Developers and Assets owners on the applications of AI in the development and operations of BESS/ESS/Generation projects. ERCOT, PJM, CAISO
-Working with industrial sites to identify areas of electrical flexibility for Demand Response Services in ERCOT, PJM, and CAISO. Focused on faster response times to enroll in more lucrative programs like ECRS in ERCOT.
- Built relationships across the renewable field (IPPs, Developers/Operators of BESS, Investors, EPCs)
- Working on setting up BTM Battery projects in ERCOT & PJM.
-Talk to me about anything renewable, environmental , or eco-friendly

Business Development - FTM/BTM

Bill.com

-Assist businesses in learning more about how automation has worked in their industry
-Identify inefficiencies and manual points in accounting processes that can be corrected by automation
-Helping SMBs establish scaleable best practices for their accounting/finance 
(You don't have to spend hours on accounting)
-Assisting International companies in saving on paying their foreign vendors

Business Development Representative

DoorDash

- Assisted local merchants with account issues
- Worked with Cross-Functional teams on new launch projects (Student DashPass, HomeChef)
- Streamlined Delivery operations for several clients
- Worked on both launch and continuing promotions on the DoorDash front page for new Merchants
- Compiled data using SQL to assist teams and merchants on projects
- Expert on how to work the DoorDash Portal and Delivery Processes

City Specialist

UniFirst Corporation

-Received performance based promotion
-Achieved Silver Sales Rep (Performance Award)

Sales Consultant

- Helped one of Houstons largest school districts revitalize their mop program taking operational 
   pressure off of the admin staff. Created a dispersement pattern that would allow for asynchronous work 
   to be done between the vendor and school.  
- Helped many companies with concerns about their image. Developed an image and brand for several.
- Helped more workers get out of clothes they had to pay for and maintain and into industry appropriate 
   gear that was taken care of for them.
- Identified extra spend and waste in their current programs helping save reoccurring revenue weekly
- Helped companies with meeting their Safety and PPE requirements

Outside Sales Representative

Applebee's Neighborhood Grill + Bar

Bartender

I've loved the environment since I was a kid, but it's in trouble now. It's our duty to ensure that we carry out the energy transition and ensure that the power of tomorrow is clean, reliable, and affordable. If we don't work to repair the environment, the world we pass on to the next generation will be much worse.

I've been working with GridBeyond to use AI & ML to forecast/optimize for ESS, BESS, & Renewable Generation projects. We've helped several developers/operators protect the financial viability of their projects and portfolio. 

With battery health to keep in mind, the necessity to manage many different income streams, an ever changing regulatory and legislative landscape, and more AI is need to manage the information.

With Predictive AI, your team can explore possible strategies and the potential consequences for your revenue and assets. 

The Lorax might have spoken for the tree, but I fight for them. 

Business Associate & Boxer for Team Grizzly Boxing & MMA
Spreading the boopity-bop across the nation

I would love to connect with anyone that works within Green Tech, Renewable Energy, or the Fight World.

taplio

The Battle

Oana Labes, MBA, CPA

Paul G. Pierson

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taplio

The Battle

Oana Labes, MBA, CPA

Paul G. Pierson

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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