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Building Value Through Operational Insight | James Redfern, CFO, Reltio

Building Value Through Operational Insight | James Redfern, CFO, Reltio

James Redfern, who spent a decade at Morgan Stanley, told us that people management in investment banking was “more loosely defined.” When he later moved into a more operational role, he realized that people—were the key to driving performance. Redfern would make “intentional people management” a core part of his finance strategic playbook.

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Nearly a year into his CFO role at Reltio, James Redfern is leaning into the challenge of leading in a new domain. Transitioning from HR-focused SaaS firms to deep IT infrastructure, Redfern shares how data consistency, strategic M&A, and people-aligned performance define his finance lens. He emphasizes the importance of finance-HR collaboration and views FP&A as a forward-looking engine for growth. With $160 million in ARR and just 190 customers, each decision is amplified—and demands operational discipline, financial insight, and human understanding in equal measure.

CFO’s Strategy Playbook
• Partner Finance With People Strategy
• Scale With Operational Discipline
• Treat FP&A As Growth Engine
1111: Inside the M&A Playbook: Why People Come First | James Redfern, CFO Reltio

Filed Under: Video Episodes Tagged With: AI capabilities, AI integration, CFO role, clean data, company goals, deep IT infrastructure, financial strategy, human side, low performance, M&A integration, PayScale, performance measurement, Reltio, workday

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