Battle Card: Jim Haney CFO at Trident Solutions

🚀 Battle Card: Trident Solutions

• Jim Haney, Chief Financial Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/trident-systems-inc-/)

• New CFO brings 15+ years in defense/aerospace finance, signaling a Trident Solutions sales trigger for robust FP&A tooling ahead of acquisitions. → Source

• Complex multi-division financial integration post-rebrand

• Scaling growth while managing M&A and compliance

• Primary: FP&A platform → streamlines budgeting & M&A readiness

• Expansion: Compliance & risk management solution → ensures regulatory alignment

• HQ: Fairfax, VA

• Employees: ≈ 500

• Rev: ≈ $200 M

• Website: [tridsys.com](https://www.tridsys.com/)

🤼 Competitive Intel

• Workday — FP&A / Financial Management
• Unique edge: Unified cloud finance suite
• Evaluated by CFO for real-time insights

• Oracle NetSuite — ERP / Financials
• Unique edge: Scalable, end-to-end financials
• Evaluated by VP Finance for consolidation

• Anaplan — Planning & Forecasting
• Unique edge: Connected planning for complex orgs
• Evaluated by Finance Ops for scenario modeling

• BlackLine — Accounting & Compliance
• Unique edge: Continuous accounting & controls automation
• Evaluated by Compliance lead for audit readiness

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Jim
COMPANY     = Trident Solutions
DEPT        = Finance
SIZE        = ≈ TBD
BOTTLENECK  = Complex multi-division financial integration post-rebrand
EVENT       = Jim Haney CFO appointment
DETAIL      = Support Next Phase of Growth
PAIN        = Complex multi-division financial integration post-rebrand
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250925727024&div=41152219
SIM_CO      = Teledyne Qioptiq Group
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ TBD
REV_EST     = ≈ TBD

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

Validate any ≈ guesses via SRC.

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

Jim—noticed your Finance team is ≈ TBD.

That’s when Complex multi-division financial integration post-rebrand slows growth.

We helped Teledyne Qioptiq Group fix this with ❑<1-line value>❑.

Result: ≈ TBD.  
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>

PS—next bottleneck hits ≈ <<NEXT_SIZE>>.

DM ≤45 words, TONE:
Saw your post about Support Next Phase of Growth — Complex multi-division financial integration post-rebrand.  
❑<1-line value>❑. ❑<metric>❑.  
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?" >>