627: Learning the Lyrics to a Finance Career | Mark Sargent, CFO, Westhaven Power

At the start of his finance career, Mark Sargent says, he could not picture himself working for a large, big-name corporation. He says that he was drawn instead to smaller companies, which he believed would be more accepting of “creative types” or those employees more prone to self-expression. In Sargent’s case, an accounting and finance…
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Freshly Says It’s Time for Lunch | Matt Hagel, CFO, Freshly

As the pandemic last spring bore down on different U.S. geographies, Freshly was enjoying a profitable quarter—a trend that the online prepared meals company was determined to repeat. “I’m proud to say that for 2020, we have year-to-date profitability, and we expect that trend to continue,” explains Freshly CFO Matt Hagel, who entered 2020 keen…

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626: The Path to Greater Profits | Jason Peterson, CFO, EPAM

When asked to share an experience or two that prepared him for a finance leadership role, Jason Peterson recalls an early lesson he received not from a controller, FP&A leader, or CFO, but from a group of engineers. According to Peterson, his company at the time did not operate as cross-functionally as many firms do…
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When Speed Thwarts Uncertainty | Alyssa Filter, CFO, Clari

When applications developer Clari decided to overhaul its operating plan earlier this year, “speed” became a governing principle for its finance team, enabling board members to sign off on a new plan only 3 weeks after the initiative to replan had been put into motion.    For Clari’s CFO, Alyssa Filter, the drive to replan…

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625: A Transformative Transaction | Eyal Hen, CFO, Rekor Systems

Back in 2004, on the very day that Ormat Technologies, Inc., began trading on the New York Stock Exchange, Eyal Hen began working as an assistant controller for the geothermal energy company in Israel. The transition to being NYSE traded company opened a transformative chapter not only for Ormat but also for Hen, who—after having…
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624: Accelerate Around the Curve | Alyssa Filter, CFO, Clari

When Alyssa Filter was named CFO of Clari, her strategic mind-set was the by-product of having been involved from early on in the development and growth of several of the Sunnyvale, Calif., software developer’s organizational functions. Having first been hired as a consultant when Clari was still a pre-revenue company, Filter discovered that she was…
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623: When an Opportunity Rises to Meet You | Sinohe Terrero, CFO, Envoy

When Envoy CFO Sinohe Terrero is asked about his career chapter at Etsy, the online marketplace founded in 2005 and headquartered in Brooklyn, New York, he begins by explaining how back in 2008 Etsy’s finance function was really just a loose grouping of tools and people. “I'll never forget that I once had to go…
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622: Elevating Your Organization’s Financial IQ | Shane Hansen, CFO, Planful

Shane Hansen says that his business career often reminds him of the Choose Your Own Adventure children’s book series, in which the reader assumes different roles relevant to each new adventure. Hansen’s latest adventure began last April when he stepped into the CFO office at applications developer Planful just as shelter-in-place orders were being issued…
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621: The CFO as Enabler of Science | Ivor Macleod, CFO, Athersys

When veteran CFO Ivor Macleod first contemplated joining an early-stage pharma company, the condition  known as acute respiratory distress syndrome (ARDS) was not appearing in nightly news headlines and was yet to be ranked as the  number one cause of death among COVID-19 patients. Nevertheless, ARDS captured his attention—or rather, Athersys did.  The Cleveland, Ohio–based…
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Taking on the Fight Against COVID-Induced ARDS | Ivor Macleod, CFO, Athersys

Finance leader Ivor Macleod has over three decades of finance experience across all aspects of the life sciences. Along the way, he has held senior finance leadership positions at Merck & Co., F. Hoffmann–La Roche, and Boehringer Mannheim Therapeutics. Prior to joining Athersys last January, he was chief financial officer and chief compliance officer at Eisai…

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