DealFlow BattleCard: IQVIA CFO Transition

🚀 Battle Card: IQVIA Holdings Inc.

• Michael Fedock, Executive Vice President and Chief Financial Officer · 🔗 LinkedIn

• Leadership changes like this IQVIA Holdings Inc. sales trigger often open budgets for finance tech upgrades. → Source

• Lack of real-time financial visibility for strategic decision-making

• Inefficient budgeting, forecasting & close processes across global teams

• Primary: FP&A platform → Accelerated, highly accurate budgeting & scenario planning

• Expansion: Financial close automation → Faster close cycles & improved audit compliance

• HQ: Durham, NC

• Employees: ≈ 90,000

• Rev: ≈ $15.4 B (2024)

• Website: iqvia.com

🤼 Competitive Intel

• Anaplan — FP&A platform
• Unique edge: Connected planning & scenario modeling
• Evaluated by FP&A leads for agility

• BlackLine — Financial close automation
• Unique edge: Continuous accounting workflows
• Evaluated by accounting & compliance teams

• Workday Adaptive Planning — Planning & analytics
• Unique edge: Real-time modeling across finance
• Evaluated by CFO & VP Finance for scalability

• Oracle NetSuite — ERP & planning
• Unique edge: Integrated financial suite
• Evaluated by IT & finance for end-to-end integration

• SAP BPC — Business planning
• Unique edge: Native SAP integration
• Evaluated by enterprise finance for consolidation

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑accelerated, highly accurate FP&A budgeting & scenario planning❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Michael
COMPANY     = IQVIA Holdings Inc.
DEPT        = Finance
SIZE        = ≈ TBD
BOTTLENECK  = lack of real-time financial visibility
EVENT       = CFO transition
DETAIL      = CFO transition in early 2026
PAIN        = lack of real-time financial visibility for strategic decision-making
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250902017261&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = 90,000
REV_EST     = $15.4 B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Finance

Michael—noticed your Finance team is ≈ TBD.

That’s when lack of real-time financial visibility slows growth.

We helped ≈ TBD fix this with accelerated, highly accurate FP&A budgeting & scenario planning.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about CFO transition in early 2026 — lack of real-time financial visibility for strategic decision-making.  
accelerated, highly accurate FP&A budgeting & scenario planning. ≈ TBD.  
Quick chat?```