August 7, 2024

From Accountant to Oracle

On this episode of the Gross Profit Podcast, James Kennedy sits down with Nadia Lodroman, a seasoned EPM Consultant. They delve into the critical role of technology in modern finance and how advanced solutions like Oracle enhance company management.
Gross Profit Podcast
The Gross Profit Podcast
From Accountant to Oracle
Loading
/

Show Notes

This week James Kennedy chats to Nadia Lodroman, a seasoned EPM Consultant. They delve into the critical role of technology in modern finance and how advanced solutions like Oracle enhance company management.

About Nadia Lodroman: Nadia Lodroman has over 20 years of experience in finance and accounting, with a stellar reputation across manufacturing, business process outsourcing, and media companies. Currently focused on finance transformation and process improvement, Nadia helps companies navigate the complexities of platform and application selection, implementation, and user adoption. Her certifications in Oracle’s suite of tools empower her to deliver expert advice and training, ensuring clients maximize their technology investments.Her expertise includes a strong focus on reconciliation, which she passionately views as fundamental to ensuring accuracy and integrity in financial reporting

What You’ll Learn:

  1. The Evolution of Financial Data Management: How technology has transformed traditional finance functions and data handling.
  2. Implementing Advanced Solutions: Insights into selecting and integrating the right financial platforms to drive business efficiency.
  3. Enhancing User Adoption and Training: Strategies for improving user engagement with new systems and ensuring a smooth transition.

Episode Highlights:

  • “Nadia, can you discuss the transition from traditional accounting practices to using advanced technological solutions like Oracle?”
  • “What are some common challenges companies face during the implementation of new finance platforms and how can they be addressed?”
  • “How do you ensure that the benefits of new financial technologies are fully realized by your clients?”
This podcast is tagged under:

The Gross Profit Podcast

More Episodes

Merushka Chetty

Neeti Chauhan – Why 90% of SaaS Companies Are Selling at a Loss

In this episode, James Kennedy sits down with California-based fractional CFO and CPA Neeti Chauhan to trace her remarkable journey from Mumbai and Bangalore to the US tech scene and what that global experience means for SaaS and startup founders today. Neeti shares how yoga and meditation underpin her discipline and clarity as a finance leader, what it was really like working at Lehman Brothers during its collapse, and how she went from knowing no one in Bangalore to building a thriving consulting firm serving fast-growth startups.

Listen Now »
Merushka Chetty

Rush Shah – Stop Competing on Price (Service Business Fix)

In this episode, James Kennedy welcomes Rush Shah, founder of Modern CFO Services and fractional CFO based in California. Together they dive into the realities of building and guiding service-based businesses and healthcare organizations (like memory-care facilities and local hospitals). Rush shares lessons from 20+ years in FP&A and leadership roles and how owning his own firm reshaped his view of risk, resilience, and decision-making. They unpack pricing strategy, utilization, loan risk, and how one stressed healthcare operator transformed a dire outlook into a profitable, pay-the-bank-back-in-five-years plan.

Listen Now »
Merushka Chetty

Martin Mellor – The One Hire That Changes Everything

In this episode, James Kennedy sits down with fractional CFO Martin Mellor to unpack what it really looks like to shepherd a customer through a live M&A journey – straight from the trenches (Q2 2025). Martin shares how a managed service provider (MSP) can shift from “comfortable lifestyle business” to a serious exit opportunity, what buyers care about (EBITDA multiples, recurring revenue, and quality of earnings), and how CFO-grade clarity turns a fuzzy growth plan into a focused value-creation roadmap. Along the way, they dig into target-setting (including Martin’s memorable “6-3-3” framework), leading vs lagging indicators, and how to translate finance-speak into operational decisions that actually move enterprise value.

Listen Now »