← Aleph
Aleph role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI-based financial planning and analysis software that pulls data together so finance teams spend less time on spreadsheets.
Who you'd be calling
CFOs, VPs of Finance, FP&A leads and finance managers at growing mid-size companies.
Your opener
“Hi Chris, this is Sam from Aleph. I talk with finance teams who spend more time wrestling spreadsheets than analyzing the numbers, and we help fix that. Is building your monthly reports as manual as it is for most teams?”
Problems you solve for them
- Data is scattered across many systems and has to be pulled together by hand
- Endless spreadsheets and version mix-ups
- Finance spends more time making numbers match than helping leaders decide
Discovery questions to ask
- What tools do you use today for budgeting, forecasting and reporting?
- How long does it take each month to pull everything together and close the numbers?
- How many people are involved, and how often do reports get questioned or redone?
Objections they'll throw at you
“I'm busy.”
→ Of course, I'll be brief. Would a quick 15 minutes early next week work better?
“Not interested.”
→ No problem. Just so I understand, is most of your planning still done in Excel or Google Sheets?
“We already use an FP&A tool.”
→ Good to know. Which one, and does it still need a lot of manual work to get the data in?
“Send me an email.”
→ Sure. What's the biggest reporting headache right now so I can make it relevant?
Competitors worth knowing
Anaplan, Planful, Pigment
Interview tips for this company
- Learn what FP&A means: budgeting, forecasting and reporting, plus terms like variance and month-end close.
- Show curiosity about spreadsheets; most finance people live in Excel, so don't trash it, offer to make it easier.
Written from public information about Aleph to help you practice. Ask an insider what their role play looked like; it's the best prep there is.