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Roundtable Discussion: The CFO as a Business Intelligence Leader

The CFO as a Business Intelligence Leader - November 2025

Discussion Leaders

Jeff Rossi, Managing Director, New England Consumer & Industrial Practice and Transaction Advisory Services Leader, CBIZ

Rachael Levitt, SVP Finance, Chief Data & Analytics Officer, Ivy Rehab

David Mustin, Managing Director, Strategic Consulting, CBIZ



Summary

The role of the CFO is undergoing a profound transformation as Business Intelligence (BI) tools and advanced analytics reshape how organizations consume and act on data. Platforms such as Power BI, Tableau, Qlik, Alteryx and Looker are now central to how finance functions deliver insights, moving beyond static reporting to real-time dashboards, predictive modeling and interactive decision support. At the same time, the rapid emergence of AI capabilities utilizing CoPilot, Gemini, Claude and Grok is accelerating this shift, enabling natural language queries, anomaly detection, and forecasting at a level of speed and sophistication previously unavailable.

At our next session, The CFO as a Business Intelligence Leader, we will host an open, peer-driven dialogue on how finance executives are embracing BI in their organizations. While tools and technologies continue to evolve quickly, we will explore the strategic implications for the CFO role, including how to evaluate platforms, ensure data integrity and enable teams to unlock deeper insights.

During this session, executives will share how their organizations are leveraging BI to drive performance, the new skills required of finance leaders and how CFOs can balance the dual responsibilities of financial stewardship and enterprise-wide digital transformation. Attendees will gain valuable perspective on emerging best practices, practical approaches to adoption and potential pitfalls to avoid as the CFO role becomes increasingly intertwined with data and technology.

Seating will be limited, so financial executives interested in attending should RSVP to Bill Bardani: bill.bardani@visionsearchpartners.com.

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