At workforce payments company Branch, CFO Matt Peterson says he’s on a mission to “build the core infrastructure for how modern workers get paid.”
He’s certainly had a hand in laying the groundwork for growth, having guided his former employer Fastly to a $180 million IPO in May 2019. Though he’s not yet ruling out an initial public offering for Branch, he says his main focus right now is building...
In this article, Peterson shares his approach to IPOs and his transition from investment banking to fintech at Branch. The use of AI in finance departments is discussed, with examples of how tools like FloQast and shortcut.ai are automating journal entries, reconciliations, and modeling work. Peterson emphasizes the importance of aligning product roadmaps with financial plans and using AI to free up time for teams to take on more responsibility and have more output. This article showcases the gr...
