When people Google Bonterra, they often see 2021 as its starting point. That year, lead investor Apax joined with Vista, holder of Social Solutions, and Insight Partners, holder of EveryAction, to …
Ep 47: The Prove-It Mentality: Rethinking ROI in the Age of AI
In Episode 47 of Planning Aces, Jack Sweeney and resident thought leader Brett Knowles explore the evolving role of FP&A through the lens of three forward-looking CFOs. Dan Zhang (ClickUp), John …
Continue Reading about Ep 47: The Prove-It Mentality: Rethinking ROI in the Age of AI →
Balancing Profitability and Expansion in SaaS | Andrew Casey, CFO, Amplitude
At ServiceNow, Andrew Casey learned that transformation succeeds through disciplined change management, not speed. By focusing on three major initiatives—comp plans, territory design, and customer …
1118: Partnering for Growth: Finance Meets Customer-Centricity | Andrew Casey, CFO, Amplitude
Andrew Casey remembers a moment when colleagues truly looked to finance for leadership. At ServiceNow, a then‑$400 million company with little go‑to‑market infrastructure, the team faced a long list …
Why Startups Need CFOs Who Say “No” | Konstantin Dzhengozov, CFO, Payhawk
Konstantin Dzhengozov designed a dual-revenue model—software plus payment services—backed by detailed unit economics. Confident in his projections, he told a German banking partner Payhawk would break …
Continue Reading about Why Startups Need CFOs Who Say “No” | Konstantin Dzhengozov, CFO, Payhawk →
1117: Building a Unicorn with a Finance Blueprint | Konstantin Dzhengozov, CFO, Payhawk
When Konstantin Dzhengozov turned down a corporate development role in the U.S., he wasn’t walking away from opportunity—he was running toward a different kind of growth. Having helped lead the …