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One challenge in growing finance teams is how much institutional knowledge sits with a few senior analysts. Their way of normalizing statements or interpreting certain line items often becomes the unofficial standard.
Some teams are using tools like Collatio Financial Spreading software to create more consistent starting points for spreads, so new analysts are not reinventing the wheel every time. The goal is not to replace judgment, but to reduce dependency on individual styles.
For entrepreneurs building finance-led teams:
Some teams are using tools like Collatio Financial Spreading software to create more consistent starting points for spreads, so new analysts are not reinventing the wheel every time. The goal is not to replace judgment, but to reduce dependency on individual styles.
For entrepreneurs building finance-led teams:
- Has automation helped reduce reliance on specific individuals?
- Did this make onboarding easier for new hires?
- Where do you still see heavy variation between analysts?