News & Insights

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.

Moderator & Discussion Leader Bios

Jeff Rossi

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

Jeff Rossi is an assurance partner leading the Transaction Advisory Services Group and New England Consumer & Industrial Products Practice Group. With 30 years of experience, he specializes in audit and assurance services for various industries, including aerospace, automotive, and food manufacturing. Jeff focuses on EBITDA enhancement, value creation, and serves as a lead advisor on mergers, acquisitions, and divestitures.

Rachael Levitt, Ivy Rehab Network

SVP Finance, Chief Data & Analytics Officer

Rachael Levitt is Senior Vice President of Finance and Chief Data & Analytics Officer at Ivy Rehab Network. With over 15 years of experience in financial services and data strategy, she specializes in financial planning and analysis, process optimization, and data-driven decision-making. Rachael has held senior finance roles at OneMain Financial, Point72 Asset Management, and GE Capital, where she led large-scale transformation initiatives and enhanced financial performance across complex portfolios.

David Mustin, CBIZ

Managing Director, Strategic Consulting

David Mustin is a Managing Director leading the Strategic Consulting practice at CBIZ’s technology division. With more than 25 years of experience, he specializes in technology strategy, digital transformation, and post-deal value creation. David advises clients across private equity, manufacturing, healthcare, and professional services on AI readiness, IT due diligence, and strategic roadmaps to drive growth and profitability.