Emera CFO Playbook: Treasury & Capital Sales Trigger

Emera Inc taps Jared Green as CFOβ€”your cue to pitch treasury management and capital planning. Fuel pipeline, close deals, hit quota fast.

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πŸš€ Battle Card: Emera Inc.

Quick trigger:
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πŸ‘€ Decision Maker in the News
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πŸ’‘ Why It Matters
  • A seasoned energy finance executive steps in just as the company executes a robust multi‐billion dollar capital plan and ramps up investor relations. This Emera Inc. sales trigger highlights urgent FP&A and treasury needs. β†’ Source
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🎯 Core Pain Point
  • Seamless finance leadership transition to avoid operational gaps
  • Disciplined cash and capital plan management across North American utilities
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πŸ’° What to Pitch
  • Primary: Treasury management solution β†’ Streamline liquidity, reduce risk
  • Expansion: Capital planning optimization platform β†’ Maximize ROI on multi‐billion dollar investments
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πŸ—ΊοΈ Quick Context
  • HQ: Halifax, NS
  • Employees: 7,600
  • Rev: β‰ˆ $9 B
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🀼 Competitive Intel

Which other vendors you’ll probably face to win Emera Inc.’s business.
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  • Kyriba β€” TMS
    • Unique edge: Cloud-native treasury management
    • Evaluated by CFO & Treasury for real-time liquidity visibility
  • BlackLine β€” Finance automation
    • Unique edge: Seamless account reconciliation
    • Evaluated by VP Finance for close cycle efficiency
  • OneStream β€” CPM platform
    • Unique edge: Unified FP&A and financial close
    • Evaluated by Finance Ops for consolidated reporting
  • Workday β€” ERP & planning
    • Unique edge: Integrated HCM and financial planning
    • Evaluated by CFO for future-proof roadmap
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βœ… Do-Now Checklist

Connect with Jared Green on LinkedIn (link above)
Generate email + DM with the Copy-My-Prompt block (Step 7) referencing this Emera Inc. sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
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Next Step

Stand out on this Emera Inc. sales trigger with daily intelβ€”no fluff, all pipeline. Subscribe to NewsletterForLeads
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🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = β‘β‰ˆTBD❑
OFFER_BRIEF   = ❑automated treasury management solution❑
PROOF_METRIC  = ❑35% reduction in manual errors❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
πŸ“Œ TARGET COMPANY
────────────────────────────
NAME        = Jared
COMPANY     = Emera Inc.
DEPT        = Finance
SIZE        = β‘β‰ˆTBD❑
BOTTLENECK  = operational gaps during finance leadership transition
EVENT       = CFO appointment
DETAIL      = Jared Green joins as CFO
PAIN        = Seamless finance leadership transition to avoid operational gaps
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250825713982&div=41152219
SIM_CO      = TriSummit Utilities
WIN_METRIC  = β‘β‰ˆTBD❑
NEXT_SIZE   = β‘β‰ˆTBD❑
EMP_EST     = β‰ˆ7,600
REV_EST     = β‰ˆ9B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: β€œNewsletterForLeads SDR-Assist”.

Validate any β‰ˆ guesses via SRC.

EMAIL  (keep breaks):
Subject: β‰ˆTBD-person Finance

Jaredβ€”noticed your Finance team is β‰ˆTBD.

That’s when operational gaps during finance leadership transition slows growth.

We helped TriSummit Utilities fix this with automated treasury management solution.

Result: β‰ˆTBD.  
Quick call?

PSβ€”next bottleneck hits β‰ˆTBD.

DM ≀45 words, TONE:
Saw your post about Jared Green joins as CFO β€” Seamless finance leadership transition to avoid operational gaps.  
Automated treasury management solution. 35% reduction in manual errors.  
Quick chat?

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