Private Equity AI ROI in the Office of the CFO

Episode Description Jeff Berry, CFO at BluWave, joins Sean Mooney, Lloyd Metz, and Doug McCormick to explain how AI is creating practical ROI inside the office of the CFO. He breaks down the foundations that matter most—clean data, mapped processes, clear policies, prompting discipline, and AI-enabled tools that can reduce manual work without sacrificing control. The conversation covers real use cases across AP, AR, FP&A, reporting, forecasting, process documentation, and executive decis...