Preparing your finance team for 4x transaction volume during the holidays

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How well does your e-commerce business manage the holiday rush?

During the holidays e-commerce companies get massive surges in purchases, special holiday discounts, and inevitable returns. It can become exhausting - especially for your finance team. How can you ensure your team has the proper systems and processes in place to prepare for a 4x increase in transaction volumes?

Join Kaitlin Simaan, CPA (Director of Finance @ Mejuri) and Raymond Lau (CEO @ Leapfin) for an informative session.

Register to learn how to:

→ Why your AP team should perform 3-way match against A/P, PO, and invoices.

→ What you should include in your holiday post-mortem.

→ What your finance team must do 1 week before Black Friday.

Kaitlin Simaan, CPA @ Director of Finance

Kaitlin Simaan, CPA is the Director of Finance at Mejuri, overseeing operations and supply chain teams. Prior to joining Mejuri, Kaitlin spent the first part of her career working on the Small Enterprise Division Audit team at KPMG before leading finance and accounting teams at Ovarian Cancer Canada, Emblem Corp, and PayBright. With over nine years of experience as a Director of Finance and Controller, Kaitlin loves working with hyper growth companies and solving their unique finance and data challenges.

She is also passionate about mental health and has spearheaded initiatives at KPMG and PayBright to reduce mental health stigma in the workplace and beyond.

Speaker Bios

Ray Lau, ex-Director of Finance Operations @ Zynga & CEO & Co-Founder @ Leapfin

Ray is the CEO and Co-Founder of Leapfin. Prior to Leapfin, Ray was the Director of Finance Operations at Zynga where he managed revenue reporting and financial planning. Most of the inspiration for Leapfin came from Ray’s experience at Zynga (think: everything in Excel, files so large they took 20+ minutes to open). Prior to Zynga, Ray was the founder & CEO of PlayHaven, a leading mobile advertising network serving over 250M users. PlayHaven was acquired in 2014.

On Demand

Duration: 60 minutes