Pipeline Pulse: Alera’s 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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🚀 Battle Card: Alera Group
Quick trigger:
👤 Decision Maker in the News
- Mark Hammond, Chief Financial Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/aleragroup/)
💡 Why It Matters
- A seasoned finance leader arrives as Alera Group scales M&A and fortifies its financial operations → Source
This Alera Group sales trigger signals an urgent need for scalable FP&A and treasury capabilities.
🎯 Core Pain Point
- Lack of unified financial planning for aggressive growth
- Complex M&A integration and capital allocation visibility
💰 What to Pitch
- Primary: FP&A Platform → Unified budgeting, forecasting & reporting
- Expansion: Treasury Management Automation → Real-time cash visibility & risk mitigation
🗺️ Quick Context
- HQ: Deerfield, IL
- Employees: ≈ 4,600
- Rev: ≈ $1.5 B
Leverage this Alera Group sales trigger to position your financial solutions at the top.
🤼 Competitive Intel
Which other vendors you’ll probably face to win Alera Group’s business.
- Workday — FP&A
- Unique edge: Seamless integration with HCM & real-time analytics
- Evaluated by CFO & VP Finance for forecasting at scale
- Oracle NetSuite — ERP
- Unique edge: Cloud-native financials with global compliance
- Evaluated by Dir. Finance for multi-entity consolidation
- BlackLine — Financial Close Management
- Unique edge: Automated close & reconciliation workflows
- Evaluated by Controller & Accounting for process efficiency
- Kyriba — Treasury Management
- Unique edge: Unified cash, risk & payments platform
- Evaluated by Treasurer & CFO for liquidity optimization
✅ 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)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑FP&A platform for unified budgeting & forecasting❑
PROOF_METRIC = ❑20% reduction in forecast variance❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Mark
COMPANY = Alera Group
DEPT = Finance
SIZE = ≈30
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 = ≈50
EMP_EST = ≈4,600
REV_EST = ≈$1.5B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈30-person Finance
Mark—noticed your Finance team is ≈30.
That’s 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?
PS—next bottleneck hits ≈50.
DM ≤45 words, TONE:
Saw your post about growth and strengthening financial operations — lack of unified FP&A.
FP&A platform for unified budgeting & forecasting. 20% reduction in forecast variance.
Quick chat?