Middle Market Smart · Episode 4

AI for Middle-Market Finance Teams with Mark Livingston

In this episode of Middle Market Smart, hosts Patrick Goulet and Bill Getch sit down with fractional CFO Mark Livingston to unpack why the finance model at most middle-market manufacturers is broken, and how AI can finally fix it without cutting heads.

27 mins · Mark Livingston, Operating Partner; Interim CFO; Co-Lead Industrials & Energy sectors, TechCXO

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Episode Summary

The finance model at most middle-market manufacturers is broken, and AI is the first real chance to fix it without cutting jobs. In this episode, fractional CFO Mark Livingston unpacks how AI and automation can transform lean finance teams at $30–80M manufacturing companies.

In this episode of Middle Market Smart, we sit down with Mark Livingston, who shares how finance leaders can stop fearing AI and start using it to augment the people they already have, automating routine, rules-based work so their team can finally focus on analysis, forecasting, and strategy. From speeding up the month-end close to a practical, crawl-walk-run rollout starting with accounts payable, he gives CEOs, founders, and finance leaders a clear playbook for doing the work of six to eight people with a team of three.

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  • mark livingston cxo parnters

    Mark Livingston is a seasoned financial executive and CPA with over three decades of extensive experience in high-level financial roles, including interim and fractional CFO positions. Mark specializes in driving business profitability and sustainable growth through strategic financial leadership and robust business coaching.

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