Sum Theory

Welcoming Jalia Johnson: Transformative Leadership for Service & Delivery Excellence Sum Theory is thrilled to welcome Jalia Johnson as our new Managing Director of Service & Delivery. With over two decades of experience driving strategic change and operational excellence across Fortune 100 companies, financial institutions, and the public sector, Jalia brings a proven track record of innovation, partnership, and measurable results. Her visionary leadership in enterprise modernization, AI-powered transformation, and service delivery optimization will empower our teams to accelerate value, exceed goals, and deliver exceptional outcomes for our clients and employees alike. We can’t wait to see the energy and expertise Jalia brings to Sum Theory—here’s to new ideas and great things ahead! 🙌 #FinancialCloseManagement #SumTheory #withYouinMind

At Sum Theory, excellence isn’t the finish line — it’s the starting point. We don’t just meet expectations — we elevate them. From the first touchpoint to the final outcome, our process is designed for impact, precision, and results. Whether it’s optimizing financial close management, driving automation, or helping organizations scale smarter — we’re here to move business forward. Send us a message today and one of our team members will reach out to you and schedule a demo tailored to your organization. #SumTheory #FinanceInnovation #ProcessOptimization #withYOUinMind

At Sum Theory, excellence isn’t the finish line — it’s the starting point. We don’t just meet expectations — we elevate them. From the first touchpoint to the final outcome, our process is designed for impact, precision, and results. Whether it’s optimizing financial close management, driving automation, or helping organizations scale smarter — we’re here to move business forward. Send us a message today and one of our team members will reach out to you and schedule a demo tailored to your organization. #SumTheory #FinanceInnovation #ProcessOptimization #withYOUinMind

Please join us in welcoming Vinny Mendez, our new Manager of Financial Close Management at Sum Theory! Vinny brings deep expertise in finance operations and consulting, with a proven history of helping enterprise clients achieve efficiency and accuracy in their close processes. His leadership and insight will be key as we continue advancing how organizations streamline their financial close management. We’re excited to have Vinny on board and look forward to what’s ahead! 🙌 #FinancialCloseManagement #SumTheory #withYouinMind

🏆 3-peat alert! Sum Theory has been named to the Inc. 5000 list of America’s fastest-growing private companies — for the third year in a row! This milestone reflects our unstoppable momentum, our passionate team, and our commitment to transforming lives — one system at a time. 💡 Thank you to our clients, partners, and team members who made this possible. Let’s keep climbing. #Inc5000 #GrowthDriven #SumTheory #TransformingLives #WithYouInMind

Change is never easy—but it’s necessary. In our latest blog, we explore how finance and operations teams can overcome resistance, build alignment, and turn uncertainty into forward momentum. Whether you're navigating digital transformation, process optimization, or a cultural shift, this post offers practical strategies to get your team on board and moving in the right direction. 📖 Read the blog now on our website and learn how to turn resistance into results. Link: From Resistance to Momentum – How Organizations Can Embrace Change and Thrive https://lnkd.in/gd9jTEQC #ChangeManagement #FinanceTransformation #Leadership #OrganizationalChange #SumTheory #withYOUinMind

🚨Cybersecurity is no longer just an IT issue—it’s a finance imperative. At the GFOA 2025 Conference, our CEO Dennis Cail took the stage to break down today’s evolving cyber threat landscape and the critical role finance leaders play in protecting their organizations. His session covered everything from AI’s growing impact, supplier and contractor risks, the rise of cyber insurance, and the shifting tactics of global cybercriminals. Dennis delivered key takeaways every public finance professional should know to stay ahead of threats—and now we’re here to help you put them into action. 📩 Send us a direct message to connect with a member of the Sum Theory team and learn how we can support your cybersecurity strategy with the latest solutions and best practices. #GFOA2025 #Cybersecurity #FinanceLeadership #SumTheory #DigitalDefense #CyberRisk #GovTech #AIinFinance #withYOUinMind

Please join us in welcoming Daniel Fries, our new Manager of Financial Close Management at Sum Theory! Daniel brings extensive experience in finance operations and consulting with a proven track record delivering high-impact results. His leadership will be instrumental in guiding our teams as we continue helping organizations optimize their financial close processes. We’re excited for what’s ahead with Daniel on board! 🙌 #FinancialCloseManagement #SumTheory #withYouinMind

From AI-powered automation to real-time analytics, enterprise finance is evolving faster than ever. Businesses that stay ahead of these trends will gain a competitive edge, streamline operations, and drive smarter financial decisions. What’s the next innovation in finance solutions? We have broken down the key trends shaping enterprise finance solutions in 2025 and how Sum Theory's partnership with BlackLine help pave the way. 🔥 📌 Click the link below to explore the latest insights on enterprise finance solutions and how Sum Theory and BlackLine can ensure your organization is future-ready. https://lnkd.in/gjWKXjqC #withYOUinMind #FinanceTech #EnterpriseSolutions #ITConsulting #FutureOfFinance