` Inside The Mentoring Round, CFO Carol Lee of LogicMonitor discusses the key lessons that can be learned from the buy-side and sell-side of M&A, why financial planning must be your organization’s numerical roadmap, and the strategic advantages AI is bringing to financial analysis and customer interactions.
The Mentoring Round | Michael O’Grady, CFO, Permutive
Inside The Mentoring Round, CFO Michael O’Grady explains how he initially struggled to understand why he wasn’t succeeding despite positive feedback from colleagues. O’Grady explains how he developed strategies to block time for important tasks and manage daily operational duties more efficiently. O’Grady Highlights the importance of clear communication and education about key financial metrics […]
The Mentoring Round | Tony Querciagrossa, CFO, Pinstripes
Inside The Mentoring Round, CFO Tony Querciagrossa discusses a strategic moment of insight he experienced earlier in his career at Medline Industries, where he collaborated with a commercial leader to address recruitment and organizational challenges, leading to the creation of the commercial finance function. Looking forward, CFO Querciagrossa identifies several key priorities for the upcoming […]
The Mentoring Round | Erica Gessert, CFO, Upwork
Inside The Mentoring Round, CFO Erica Gessert emphasizes the importance for CFOs to rely on the best possible data sets for making informed decisions. CFO Gessert discusses the development of AI-enabled features to enhance the connection between clients and freelancers.
The Mentoring Round | Ashley Johnson, CFO Planet
Inside The Mentoring Round, CFO Ashley Johnson emphasizes that financial planning and analysis (FP&A) should empower leaders to own their budgets rather than simply dictate them. She forbids the question, “Is this in my budget?” and instead encourages leaders to consider their priorities and trade-offs.She believes in a proactive approach to budgeting, where FP&A supports […]
The Mentoring Round | Scott Henderson, CFO, DISQO
Inside The Mentoring Round, CFO Scott Henderson stresses the need to balance rapid growth with effective cost management. CFO Henderson discusses the need to focus on key metrics, such as net revenue and net dollar retention, crucial for a usage-based company. Henderson acknowledges the complexity of forecasting for a usage-based business model compared to a […]
The Mentoring Round | Efraín Pérez Agosto, CFO MGM National Harbor
Inside The Mentoring Round, CFO Agosto shares insights on the importance of being patient and understanding the full scope of the CFO role before pushing forward aggressively. Agosto discusses initial strategic plans for property development and business outcomes, showing foresight and structured planning. 1,004: Beyond the Casino Floor: A CFO’s Ascent | Efraín Pérez Agosto, […]
The Mentoring Round | Robert Cornella, CFO, RNDC
Inside The Mentoring Round, CFO Robert Cornella emphasized the importance of understanding the needs and expectations of different stakeholders within the first 60 to 90 days of a new CFO role. CFO Cornella stresses the significance of not presupposing stakeholder expectations and investing time in understanding their values and ambitions. As a book recommendation, Cornella […]
The Mentoring Round | Joan Hilson, CFO, Signet Jewelers
Inside The Mentoring Round, CFO Joan Hilson emphasizes the importance of a purpose-based corporate culture at Signet Jewelers, which focuses on inspiring love for people, the planet, and communities. This culture is measured through engagement surveys and has shown improvement, reflecting the company’s commitment to these values. As a book selection, CFO Hilson recommends the […]
The Mentoring Round | Julien Lafouge, CFO, Spendesk
Inside The Mentoring Round, CFO Julien Lafouge emphasizes the importance of understanding others’ perspectives and fostering buy-in for effective decision-making. CFO Lafouge enjoys swimming and finds it liberating, setting KPIs and defining the right ones to monitor both swimming and work as a CFO.
The Mentoring Round | Tucker Marshall, CFO, The J.M. Smucker Company
Inside The Mentoring Round, CFO Tucker Marshall of The J.M. Smucker Company stresses the role of company culture in career choices and corporate strategy. His long-standing admiration for Smucker’s community involvement influenced his decision to join and stay with the company.
The Mentoring Round | Jason Godley, CFO, Xactly
Inside The Mentoring Round, CFO Jason Godley emphasizes the importance of identifying and focusing on a few critical KPIs that can significantly influence the business’s trajectory. CFO Godley aims to transform CFO-speak into actionable insights that resonate with various stakeholders within the company, thereby making financial goals and achievements relevant and comprehensible across all levels […]