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Building a modern back office is no longer just about managing numbers—it’s about creating a streamlined, tech-enabled finance function that drives efficiency and supports business growth. With the right combination of automation, AI, and integrated platforms, finance teams can go beyond bookkeeping and play a more strategic role in decision-making.
This fireside chat brings together industry leaders from Ramp, Puzzle, and airCFO to discuss the future of finance operations and how startups can leverage cutting-edge tools to optimize workflows, improve financial visibility, and stay ahead in an increasingly competitive landscape.
Key takeaways:
- The biggest inefficiencies in traditional finance operations and how to solve them
- How AI and automation can help finance teams work smarter, not harder
- The key components of a modern finance tech stack
- How finance professionals can evolve their skill sets in a technology-driven world
- Best practices for integrating tools
About the speakers
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Alex Wittenberg
CEO, airCFO
Alex Wittenberg is the CEO of airCFO, a full-stack back office partner to 200+ venture-backed tech startups. He has served as a fractional CFO to 20+ early-stage startups, helping them raise $100M+ in funding and navigate multiple successful acquisitions. Prior to airCFO, Alex worked as a startup operator & management consultant. His interests include: helping startups succeed, pickleball, running, podcasts, and experimenting with new technologies.
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Sasha Orloff
Founder & CEO, Puzzle
Sasha is the visionary founder and CEO of Puzzle, a modern accounting software designed for startups. With over two decades of experience in the fintech industry, he has a strong track record of founding and growing successful companies, including LendUp, a leading mobile lending platform in the U.S. Sasha has also served on the board of Revolut, one of the largest fintech companies globally. His entrepreneurial ventures include founding Mission Lane and holding significant roles at major organizations like Citigroup, The World Bank, and Grameen, as well as startups such as Check (acquired by Intuit) and Ingenio (acquired by AT&T). Sasha is a respected advisor to numerous startups across diverse fintech sectors, including payments, lending, insurance, and infrastructure. Sasha resides in San Francisco with his wife and two children, actively contributing to the vibrant tech scene.
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David Wieseneck
Expert-In-Residence, Ramp
With 15 years of experience as a finance operator and advisor across 7+ fast-growing tech startups, David's career has rallied around one core purpose: building high-performance teams that scale operations with cutting-edge technology. Having previously ran the finance teams at Demostack, letgo, & Ollie Pets & as an advisor for Carta, Justworks, Navan, and Ironclad, he now serves Ramp as their first-ever Expert-In-Residence. David implemented Ramp with 3 past companies, making him a seasoned authority in their products and workflows. Today, he leads the team by shaping user experiences, both internally and customer-facing, with a unique curiosity and passion for building the future of financial technology.
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