Episodes | CFO THOUGHT LEADER

When asked what his priorities are as a finance leader over the next 12 months, CFO Nadeem Moiz supplies an answer that uses the phrase "shareholder value" not once, but three times. Needless to say, shareholder value appears to be top-of-mind at Select Interior Concepts, a diversified building products and services company. Explains Moiz: "In…

Asked to reflect on his path to the CFO office, Dan Fletcher characterizes his years in private equity as being more operationally focused than transaction-based--or at least he recalls being drawn more to the challenges facing CFOs and other senior members of the management team than to the deal-making mechanics of the banking side. As…

Three years ago, Tim Adams probably never imagined that today he would be taking spin classes in Geneva, Switzerland. At the time, the seasoned finance leader could be found queuing up at Logan Airport to board yet another flight to San Francisco. Of course, one could argue that a certain Logan departure gate ultimately helped…

A career stint inside the corporate development realm at Visa quickly came to mind for CFO Adam Meister when he was asked about the experiences that he believed had shaped his CFO mind-set. Characterizing his time at Visa more as "a detour" than as a straight line along his career- building trajectory, Meister recalls the…

Thanks to an entrepreneurial itch, Bal Bhullar will never be a conventional CFO. In fact, her CFO resume may be the only one ever to include three-wheel electric cars alongside vitamin supplements. However, when it comes to finance milestones such as the $12 million in new financing on which Electra Meccanica closed last March, Bhullar…

One of Brett White's first assignments as a CFO was also one of his toughest. Back in 2001, with 10 years of career-building at Oracle Corp. behind him, White recalls eagerly stepping into his first CFO role--only to be handed a less than exhilarating task. During a meeting in his first week on the job,…

It wasn't long after David Evans arrived inside the CFO office at Cardlytics that finance team members learned that their office surroundings were about to change. Originally domiciled in the less-trafficked--some would say "quiet"--side of the building, Evans wasted little time in relocating his team to more central (and arguably more social) office space. "Physically…

Back in 2014, shortly after Arthur Levine first stepped into the CFO office at Sensus Healthcare, the fast-growing medical device company hit a sizable speed bump. A growing number of future Sensus customers were putting their purchases on hold as uncertainty around insurance reimbursements grew in relation to a review being conducted by The Centers…

When it comes to newbie accountants, few clients are more coveted within the realm of public accounting than those preparing for an IPO. So it was back in the early 1990s, when Craig Nickerson found himself knee-deep in CPA envy after having served not one but five of his firm's IPO-minded tech clients. Today, Nickerson…

When Ted Myles is asked to reflect back on his early efforts to land a CFO role, he arguably sounds a little bit like a safecracker. "Breaking into the C-suite that first time is always hard," he explains. "I went in and would continue to get beat out by a sitting CFO. Understandably: A board…

From the moment Chris Whitfield stepped into the CFO office at MANA Nutrition, it was clear to him that various snags in the organization’s information flows were keeping the not-for-profit’s board members on edge. To remedy the situation, Whitfield reformulated the not-for-profit’s approach to reporting, beginning with a beefier balance sheet instead of the slimmed…