559: Establishing Your Work Ethos | Bea Ordonez, CFO, OTC Markets Group, Inc.
Perhaps, unlike most of her professional peers, when Bea Ordonez interviewed for the first time for a CFO role, she got the job. At the time, perhaps no one was more surprised than Ordonez, whose finance resume—while impressive for a 26-year-old—still lacked a number of C-suite prerequisites. Twenty years later, she still resides in the…
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558: Achieving Ongoing Customer Value | David Ertel, CFO, Vizient, Inc.
A number of years back, when the management of Vizient began evaluating a list of candidates for future CFO, the odds were that David Ertel would top the list. Still, with no accounting degree and no real audit experience, Ertel might have appeared to some to be somewhat of a dark horse candidate. However, among…
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557: Sharpening Your Finance Team’s Growth Mind-Set | Bill Ruckelshaus, CFO, Extrahop
Guest: Bill Ruckelshaus Company: ExtraHop Headquarters: Seattle, WA Connect: www.extrahop.com CFOTL: What is the latest chapter for this business - what is it about? Ruckelshaus: It's very much growth, expansion, and scaling that will consume capital, so raising capital will be a part of my role. It's also working with the leadership team to lean…
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556: Preparing Your Organization for Change | Amy Shelly, CFO, OCC
Among the experiences that Amy Shelly recalls as having helped to prepare her for a CFO role, the prep work for an upended IPO still looms large. Per the guidelines of the Securities and Exchange Commission (SEC), Shelly was tasked back in the late 1990s with gathering portions of the historical data that her employer—Hull…
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555: Two Worlds, One Career | Mike Kaseta, CFO, Aerami Therapeutics
Few megadeals within the past decade have received as many recurring kudos as the acquisition of Genzyme, of Cambridge, MA by France’s biggest pharmaceutical company, Sanofi. The marriage of Sanofi and Genzyme appears to have exceeded expectations, allowing all of those involved in minting the newly merged entity to rightfully keep a feather in their…
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No Longer Serving the Metric-Savvy Few, FP&A Enters a New Data Dimension to Feed the Masses
At Digital Realty, the FP&A team wants to help its business leaders “complete the story” by supplying data that brings greater context to decision-making. We spoke with Glenn Snyder, Vice President, Corporate FP&A, at Digital Realty about the company’s push to help business leaders tell the whole story. (This interview was originally released on Episode…
554: Achieving a Strategic Capital Structure | David Moss, CFO, INmune Bio
Among the many lessons that David Moss has learned along the trajectory of his 25-year finance career, the one to which he refers simply as “the $3 million sweatshirt” is perhaps the most enduring. Even after 20 years, Moss can’t help but mention the sweatshirt bearing the logo of Pets.com, which he kept as a…
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553: Opening a Spin-off’s Liberated Growth Chapter | Ravi Chopra, CFO, SonicWall
Ravi Chopra has built his career inside finance functions designed to serve growth-minded management. Such was the case in the late ’90s when Chopra joined Cisco Systems, which at the time was experiencing 50% growth annually. Jump forward 10 years, and you’ll find him busy leading the FP&A function for growth-driven Juniper Networks. Asked to…
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552: Making Customer Outcomes Top of Mind | Valerie Burman, CFO, GuideSpark
Had Valerie Burman entered the CFO office a decade ago, you wonder whether the role would be as good a match for the accomplished finance executive as it appears to be today. Back in 2007, after working nearly a decade in M&A as an investment banker, Burman exited a banking career to take on a…
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551: Capitalizing on Efficiencies to Unlock New Value | Chris Sands, CFO, MineralTree
When Chris Sands accepted an investor relations position at a midsize health care firm, he did so with the understanding that he would be permitted to occasionally sink his teeth into some of the firm’s growing FP&A challenges. Having a resume rich with investment banking experience, Sands was now determined to add some FP&A, a…
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