Incoming Statements Ep. #3: Building for Public Life with Jo Lynch + Jordan Teitelbaum

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Listen to Episode 3 of Incoming Statements here, either on Spotify or Apple Podcasts.

In this episode of Incoming Statements, host Anthony Alvernaz, Numeric’s Co-Founder and Chief Product Officer, sits down with Joanna “Jo” Lynch, Partner in Technical Accounting, and Jordan Teitelbaum, Partner in Financial Operations at Connor Group. Together, they pull back the curtain on what it really takes to build a finance function fit for public life.

They walk through the two sides of IPO readiness: the business case and the infrastructure. Jo and Jordan focus on the latter—audits, controls, close timelines, and the scalable systems needed to survive life after the IPO roadshow. They share what tends to break under pressure, how companies can get in front of common pitfalls, and why perfectionism in accounting can actually slow teams down.

This conversation covers people, process, systems—and the psychology behind big transitions. Whether you're a private company starting to plan or a finance leader wondering if you're already behind, this episode is packed with practical perspective on preparing for the public markets.

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