In this episode, CFO Brandon Sullivan of 2X shares how he transformed financial reporting to drive agility and informed decision-making. After securing private equity backing in March 2023, 2X ramped up hiring in anticipation of rapid growth. However, when revenue stalled, Sullivan realized that monthly reporting was too slow for a dynamic business. He implemented weekly financial reporting with leading and lagging indicators, giving his team 52 opportunities per year to course-correct instead of 12. This shift eliminated surprises, improved investor communication, and helped 2X regain momentum. Sullivan also discusses scaling finance, AI’s role, and optimizing marketing investments.
Brandon Sullivan’s CFO Playbook:
- Real-time insights over delayed reporting
- Finance as a proactive growth enabler
- Agility through leading and lagging indicators
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