613: Helping Others to Get the Picture | Anders Fohlin, CFO, Medius

Early in his finance career, Anders Fohlin discovered that he could ratchet up his capacity to consume information and problem-solve simply by drawing pictures. However, what had originated more as a personal observation would eventually evolve to something more as he discovered that his visuals could serve others.   “I started to regularly draw processes…
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A Value Proposition Gains Added Luster | Dave Jones, CFO, Vroom

When automobile dealerships began to close under shelter-in-place orders in March, online car seller Vroom saw an initial drop-off in customer demand. However, by mid- to late April, things had begun to change as more consumers began visiting Vroom’s online marketplace and making purchases from the safety of their home. This demand uptick led Vroom…

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612: The Rewards of Customer Insight | David Wells, CFO, ENDRA Life Sciences

Back in the mid-1990s, David Wells was a financial analyst for a Bay Area supply chain management company that boasted an impressive list of Silicon Valley marquee customers. Counted among their clients was a large chip maker whose customer relationship upkeep had over time become Wells's responsibility. Because this was a coveted customer, Wells always…
Listen to the Episode Below (00:34:24)

611: An Acquisitive State of Mind | Jon Nguyen, CFO, Kyriba

Jon Nguyen got his first taste of M&A-related work in the early to mid-2000s when he served as the vice president of finance partner for the auto lending unit of HSBC. “In consumer lending, you end up doing a lot of portfolio purchases rather than equity ones, but I have become more involved in the…
Listen to the Episode Below (00:32:59)

Keeping Employees Top-of-Mind | Jon Nguyen, CFO, Kyriba

Having last year surpassed the milestone of $100 million in annual recurring revenue, technology company Kyriba entered 2020 prepared to open a new growth chapter—one that is expected to include both organic growth as well as acquisitions. “Right now, we are at a different stage of growth. We are at this interesting point where what…

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610: Getting a Read on Economic Recovery | Michael Borreca, CFO, LYNX Franchising

Finance leaders who remain skeptical of the prospects for economic recovery inside the 2020 calendar year may want to consult LYNX Franchising CFO Michael Borreca. “I don’t think that it’s going to take us to 2021 to get back to March sales levels,” says Borreca, who doesn’t hesitate to credit three nontraditional metrics for influencing…
Listen to the Episode Below (00:56:40)

609: Minding Your Financial Ps and Qs | Matt Ellis, CFO, Verizon

It’s a story that Verizon CFO Matt Ellis seems to enjoy telling and one that he has undoubtedly related more than once before.  One evening while in high school, Ellis was working at the fish counter of a local supermarket when he received some feedback from the store manager. Earlier in the day, the man…
Listen to the Episode Below (0:52:55)

Rethinking Your Office Space | Michael Borreca, CFO, LYNX Franchising

As CFO of a business that includes a franchise network of 8,000 sanitizing services businesses across the country, Michael Borreca has lines of sight into the sales of disinfectant and electrostatic sprayers that make him better informed than most CFOs, perhaps, when it comes to monitoring the country’s return to work. In addition to the…

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608: Opening Your Acquisition Chapter | Jody Cire, CFO, AllCloud

When the Sarbanes–Oxley Act was enacted 18 years ago, it required the Securities and Exchange Commission to create regulations to define how companies should comply with it—a mandate that would end up impacting the careers of finance professionals well into the future. Finance leader Jody Cire was one such professional. Back in 2010, Cire found himself…
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607: Exercising Discipline to Expose Trend Lines | Angiras Koorapaty, ReversingLabs

When a new CEO is recruited to lead a company, it’s not uncommon for the incumbent CFO to be replaced. However, there are certain network-savvy CFOs who are able to muster enough influence with their boards to easily discourage incoming CEOs from implementing their displacement as part of sweeping the C-suite clean. Angiras Koorapaty was…
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