In this episode, CFO Brandon Sullivan of 2X shares how he transformed financial reporting to drive agility and informed decision-making. After securing private equity backing in March 2023, 2X ramped up hiring in anticipation of rapid growth. However, when revenue stalled, Sullivan realized that monthly reporting was too slow for a dynamic business. He implemented […]
From Black Box to Control Tower
A former customer turned advocate, Stuart Leung joined Flexport when it was still a fast-growing startup lacking formal finance structures. In just a few months as CFO, he oversaw a thorough margin-improvement effort involving 15 “big rock” initiatives, uniting cross-functional teams to boost efficiency and profitability. He now focuses on AI-based automation, using new technology […]
Unleashing Innovation: Strategic Insights into AI Adoption
Trintech CFO Omar Choucair discusses emerging roles in AI, emphasizing the critical balance between rapid innovation and risk management. He explains that while 20% of employees eagerly adopt AI tools, many remain hesitant. Key is targeted training and ensuring proper licensing—using enterprise platforms that provide compliance and access to multiple solutions. He stresses that cross-department […]
Where Finance Meets the Factory Floor
12-Month PrioritiesOver the next year, Gabi Gantus aims to refine Mytra AI’s cost structures by establishing clear unit economics for its warehouse robotics solutions. She plans to scale pilot deployments and secure large warehouse contracts, proving the technology’s value and setting the stage for a broader rollout. Equally important: developing varied financing and deal structures […]
How AI is Driving Business Efficiency & Retention
CFO Kevin Rhodes explores how AI is reshaping business strategy—both internally for operational efficiency and externally for customer experience. He discusses how Extreme Networks leverages AI to improve sales enablement, optimize network management, and drive ROI. Rhodes also examines the evolving monetization models of AI, highlighting its role in retention, automation, and revenue growth. His […]
Mastering Recurring Revenue: The Next Chapter Unfolds
Kevin Rhodes views Go-To-Market (GTM) strategy as a core responsibility of finance leadership, not just a sales and marketing function. He believes that positioning, messaging, strategic pricing, and sales motions directly impact a company’s financial performance and long-term value. Rhodes emphasizes that a well-structured GTM strategy, when paired with innovative technology, can be a key […]
Balancing AI Innovation with Post-IPO Expectations
OneStream’s CFO Bill Koefoed is convinced the AI era is just beginning. As a newly public company logging $489M in annual revenue and employing more than 1,500 professionals, OneStream doesn’t see AI as a side project—it’s a strategic necessity. “You’ve got to invest,” Koefoed says, explaining how AI-fueled demand forecasting can open untapped market segments […]
Balancing AI Investments & ROI: OneStream CFO’s Insights
Featured CFO Bill Koefoed of OneStream explains his balanced approach to AI investments, blending near-term commercial applications with strategic R&D initiatives. Leveraging a strong development platform, targeted acquisitions, and a robust talent pipeline, Bill outlines how OneStream drives competitive advantage despite high AI training costs. With over $500M cash on hand and opportunities spanning both […]
Data Center Finance Masterclass: Capitalizing on AI Demand
Inside The Mentoring Round, CFO John Wilson reveals how AI-driven demand has ignited explosive growth across the data center industry. He underscores the critical need to secure capital from both equity and debt markets, adapt growth plans, and maintain operational excellence. Wilson emphasizes proactive pre-leasing and strategic negotiations to maximize returns while balancing term, rate, […]
Building Networks & Nurturing Talent: Key CFO Insights from Amy Butte
Inside The Mentoring Round, Navan CFO Amy Butte recalls the unexpected responsibilities she faced at the New York Stock Exchange, underscoring how the CFO role extends beyond accounting. She reveals the importance of connecting with people—whether on a trading floor or in a finance function—and highlights the power of vulnerability in leadership. Butte also stresses […]
UiPath CFO Ashim Gupta on Strategic AI Investments & Agentic Automation
Inside The Mentoring Round, CFO Ashim Gupta of UiPath reveals how he balances R&D investments with strict operational discipline. Reflecting on UiPath’s rapid rise from its Romanian origins to global acclaim, Ashim explains that while R&D drives innovation, operational costs must be tightly managed. He also unveils UiPath’s strategic pivot to agentic automation—integrating AI, robotics, […]
Ep 5: Crisis, Clarity, and Command: CFOs in Action
This episode of CFO Journal 1 2 3! we bring you real-life insights from three remarkable CFOs who confronted crisis head-on. 🔹Sarah Spoja (Tipalti) recalls the intense moments when SVB’s collapse demanded rapid, decisive action, emphasizing the strength of strategic partnerships and proactive fund management.🔹Damon Fletcher (CEO, Caliper) shares his journey through a dramatic market […]