Shownotes
Julio Martínez is the Co-Founder and CEO of Abacum, an AI-native FP&A platform built to help finance teams drive efficient growth and deliver real business impact. With Abacum, he focuses on turning finance into a strategic function by giving teams real-time visibility into their KPIs, automating reporting, and enabling better forecasting, planning, and decision-making across the organization.
Before founding Abacum, Julio spent over two decades across finance and technology, beginning his career in investment banking in New York, São Paulo, Zurich, and London. He later transitioned into tech, where he launched multiple fintech products and deepened his focus on building solutions for modern finance teams. Originally from Spain and now based in New York, Julio brings a global perspective and a practical, operator-driven mindset to helping companies scale with greater clarity and control.
In this episode we cover:
- 00:00 - Intro
- 01:52 - From Investment Banking to SaaS Finance
- 05:36 - Why Abacum Was Built
- 10:07 - Turning Finance Into a Growth Driver
- 13:38 - AI Trends in the Office of the CFO
- 18:16 - How AI Is Changing Forecasting and Planning
- 23:20 - The Biggest Financial Planning Mistakes in SaaS
- 27:32 - Building a Strategic Finance Function
- 32:57 - Julio's Favorite Activity To Get Into a Flow State
- 33:29 - Julio's Piece Of Advice For His Younger Self
- 35:20 - Julio's Biggest Challenges at Abacum
- 36:22 - Instrumental Resources For Julio's Success
- 40:04 - What Does Success Mean for Julio Today
- 41:42 - Get In Touch With Julio
Get In Touch With Julio:
Julio's LinkedIn
Abacum Website
Books:
Meditations by Marcus Aurelius
Amp It Up by Frank Slootman
The Score Takes Care of Itself by Bill Walsh
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