Steve and Jack discuss how building trust may be an FP&A professional’s greatest skillset. Featuring commentary and FP&A insights from Planning Aces: CFO Puneet Pamnani of KORE Wireless, CFO Robert Alvarez of BigCommerce & CFO Dave Bernhardt of SentinelOne.
762: In Step with the Digital Beat | Tania Secor, CFO, R/GA
When CFO Tania Secor looks back at the early years of her finance career, she can’t help but revisit her decision to accept a position with the McGraw-Hill Companies. For a half-dozen years, Secor had been entrenched in the private equity world, advising portfolio companies on different growth strategies and helping to complete the acquisition…
Listen to the Episode Below (00:45:04)
761: Finding Your Operational Cadence | Scott Walker, CFO, Clarity Software Solutions, Inc.
"First, create a deep understanding of how to match your first 90 days with where the company is in its lifecycle. Your primary responsibility is to the executive team followed by your responsibility to your functional area. Lastly, a relentless focus on talent selection, development and diversity." - Scott Walker, CFO, Clarity Software Solutions When…
Listen to the Episode Below (00:53:00)
Ep 13: Hiring is the Beginning of Your Go-To-Market Funnel
Brett and Jack weigh-in on Zoom firing squads, the move to hybrid workplaces and hiring’s enormous impact on your company’s funnel. Featuring the commentary and insights of workplace champions CFO Jim Morgan of CallRail, CFO Amol Chaubal of Waters Corporation and CFO Justin Judd of BambooHR.
760: Transitioning from Platform-Led to Product-Driven | David Brolsma, CFO, WP Engine
"Be a customer-inspired leader who values and fosters positive relationships. A key to success is devoting time and effort to influencing all stakeholders—peers, employees, board members, investors, customers—through building trust, as well as by being an empathetic and humble leader." –David Brolsma, CFO, WP Engine When it comes to FP&A data, WP Engine CFO David…
Listen to the Episode Below (00:46:34)
759: The Making of a Milestone Year | Dave Bernhardt, CFO, SentinelOne
"Success is certain if you surround yourself with great leaders, operators, and teammates … and work harder than them." –Dave Bernhardt, CFO, SentinelOne How should a textbook rental company respond when it discovers that Amazon has just introduced offerings that will make the giant retailer its newest and biggest competitor? If it’s 2013 and…
Listen to the Episode Below (00:44:50)