In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI …
Using Compensation to Achieve Post Merger Sales Alignment | Teodora Gouneva, CFO Next Insurance
Gouneva: Through my career, I spend a lot of time supporting sales teams. And usually what is critical with the sales team is they respond really well to how you design compensation. And if you don't …
Planning Aces | John McCauley, CFO, Calendly
McCauley: When you have such a heterogeneous install base that Calendly has, we have so many different use cases in so many different industries with so many different levels of complexity. When you …
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Where FP&A Resides | Gary Zyla, CFO, AssetMark
Zyla: The Finance team I oversee, it's fun and it's broad. You have Business Intelligence, I have Investor Relations, Corporate Development, Communications, and PR are part of our Finance team, which …
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885: Landing Your Career’s “Pivot Position” | Robert Mitchell, CFO, Zepz
Robert Mitchell had been sizing up new venture opportunities for PayPal for roughly 3 years when the door to an operations role swung open. Impressed by his financial modeling know-how, Mitchell …
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Bringing a Cross-Functional Approach to Scenario Analysis | Betsy Ward, CFO, MassMutual
Ward: I actually think it might be more unique given my background to talk about a Strategic Finance moment that related to a position I was in when I was in, in actually Investment Management, which …