Pipeline Pulse: Aleraโs CFO Hire Sparks FP&A Deal Flow
Alera Group names Mark Hammond as CFO. Time to pitch unified FP&A and treasury automation. Fuel your pipeline and close bigger deals.
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๐ Battle Card: Alera Group
Quick trigger:
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๐ค Decision Maker in the News
- Mark Hammond, Chief Financial Officer ยท ๐ [LinkedIn](https://www.linkedin.com/company/aleragroup/)
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๐ก Why It Matters
- A seasoned finance leader arrives as Alera Group scales M&A and fortifies its financial operations โ Source
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This Alera Group sales trigger signals an urgent need for scalable FP&A and treasury capabilities.
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๐ฏ Core Pain Point
- Lack of unified financial planning for aggressive growth
- Complex M&A integration and capital allocation visibility
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๐ฐ What to Pitch
- Primary: FP&A Platform โ Unified budgeting, forecasting & reporting
- Expansion: Treasury Management Automation โ Real-time cash visibility & risk mitigation
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๐บ๏ธ Quick Context
- HQ: Deerfield, IL
- Employees: โ 4,600
- Rev: โ $1.5 B
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Leverage this Alera Group sales trigger to position your financial solutions at the top.
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๐คผ Competitive Intel
Which other vendors youโll probably face to win Alera Groupโs business.
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- Workday โ FP&A
- Unique edge: Seamless integration with HCM & real-time analytics
- Evaluated by CFO & VP Finance for forecasting at scale
- Oracle NetSuite โ ERP
- Unique edge: Cloud-native financials with global compliance
- Evaluated by Dir. Finance for multi-entity consolidation
- BlackLine โ Financial Close Management
- Unique edge: Automated close & reconciliation workflows
- Evaluated by Controller & Accounting for process efficiency
- Kyriba โ Treasury Management
- Unique edge: Unified cash, risk & payments platform
- Evaluated by Treasurer & CFO for liquidity optimization
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โ Do-Now Checklist
Connect with Mark Hammond on LinkedIn ([link above])
Generate email & DM using Copy-My-Prompt block (Step 7) targeting Alera Group sales trigger needs
Schedule follow-ups in CRM (Day 3 & Day 10)
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Next Step
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Subscribe to NewsletterForLeads
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๐ง Copy My Prompt for Personalized Cold Outreach
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โ๏ธ YOUR COMPANY
โโโโโโโโโโโโโโโโโโโโโโโโโโโโ
OUR_COMPANY = โโ
OFFER_BRIEF = โFP&A platform for unified budgeting & forecastingโ
PROOF_METRIC = โ20% reduction in forecast varianceโ
CTA_STYLE = โquick_callโ
TONE = โfriendlyโ
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๐ TARGET COMPANY
โโโโโโโโโโโโโโโโโโโโโโโโโโโโ
NAME = Mark
COMPANY = Alera Group
DEPT = Finance
SIZE = โ30
BOTTLENECK = scalable FP&A and treasury capabilities
EVENT = CFO appointment
DETAIL = growth and strengthening financial operations
PAIN = lack of unified FP&A
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251006043997&div=41152219
SIM_CO = AssuredPartners
WIN_METRIC = 20% reduction in forecast variance
NEXT_SIZE = โ50
EMP_EST = โ4,600
REV_EST = โ$1.5B
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TASK FOR CHATGPT
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Role: โNewsletterForLeads SDR-Assistโ.
Validate any โ guesses via SRC.
EMAIL (keep breaks):
Subject: โ30-person Finance
Markโnoticed your Finance team is โ30.
Thatโs when scalable FP&A and treasury capabilities slows growth.
We helped AssuredPartners fix this with FP&A platform for unified budgeting & forecasting.
Result: 20% reduction in forecast variance.
Quick call?
PSโnext bottleneck hits โ50.
DM โค45 words, TONE:
Saw your post about growth and strengthening financial operations โ lack of unified FP&A.
FP&A platform for unified budgeting & forecasting. 20% reduction in forecast variance.
Quick chat?