Inside The Mentoring Round, CFO Jennifer Loo explains why the metric of customer lifetime value (CLV) is her core indicator of business performance, emphasizing the importance of delivering value to customers and understanding their engagement and commitment. Loo emphasizes the importance of finance professionals keeping their “heads up” — engaging beyond spreadsheets to understand broader […]
The Mentoring Round | Erin Sawyer, CFO, Certinia
Inside The Mentoring Round, CFO Erin Sawyer tell us when she recognized the necessity of adopting a holistic approach to operational processes. Rather than viewing each department’s systems and procedures in isolation, she saw the value in examining how each part of the process impacted others, highlighting the need for an integrated approach to drive […]
The Mentoring Round | Sarah Alper, CFO, Pactum AI
Inside The Mentoring Round, CFO Sarah Alper emphasizes the necessity of a collaborative approach to growth, underscoring that “Finance can’t just tell you what you need to do. It’s a conversation with the business on how to do that, on how to get there.” She explains how experiences at GE and UiPath have endowed her […]
The Mentoring Round | Bill Purcell, CFO, Billtrust
Inside The Mentoring Round, CFO Bob Purcell emphasizes the importance of having a comprehensive set of metrics and KPIs to effectively monitor and guide the company’s operations, akin to a pilot’s dashboard. CFO Purcell stresses the necessity of providing customers with exceptional experiences, enabling them to concentrate on their core business without concerns about back-office […]
The Mentoring Round | Aaron Alt, CFO, Cardinal Health
Inside The Mentoring Round, CFO Aaron Alt highlights Cardinal Health’s ongoing comprehensive review of its business portfolio, involving an assessment of healthcare trends, competitive strengths, and economic forecasts to determine the best ownership of assets. This process has led to strategic decisions about retaining, investing in, and potentially divesting certain business units to maximize shareholder […]
The Mentoring Round | Matt Wolf, CFO, DRINKS
Inside The Mentoring Round, CFO Matt Wolf highlights his broad perspective, gained from a background in data analytics and software, which enables him to understand and support various organizational functions beyond finance. By minimizing surprises through transparency and openness, Wolf believes this can be a strategic advantage, reducing the need to be reactive and allowing […]
The Mentoring Round | Jakson Peters, CFO, Tour Radar
Inside The Mentoring Round, CFO Jakson Peters shares his philosophy of swift decision-making, and sheds light on the common pitfall many finance professionals face: over-analysis. Transitioning through roles in diverse geographies, from Sao Paulo, to Malaysia, to Dubai to Vienna, he emphasizes the value of understanding and integrating into new cultures without prejudgment. Fluent in […]
The Mentoring Round | Eric Bouchard, CFO, Axiom
CFO Eric Bouchard spent four years preparing Atrium Innovations for an exit, inside The Mentoring Round, Bouchard reflects on the transformation from a smaller organization to a more mature company capable of rewarding the company’s investors. Reflecting on his early days in the CFO role, CFO Bouchard emphasizes the importance of staying true to one’s […]
The Mentoring Round | Chermaine Hu, CFO, Episode Six
Te Inside The Mentoring Round, CFO Chermaine Hu tells us how her early uncertainty about entering the investment banking world led her to seek roles that allowed for perpetual growth and self-improvement. Moving to New York and not getting a promotion taught her two critical lessons: the indispensability of building strong relationships within the organization […]
The Mentoring Round | Jeff Woolard, CFO, Velocity Global
Inside The Mentoring Round, CFO Jeff Woolard shares an example from Intel where finance’s broad view helped realign the product roadmap with market demands, enhancing margins. Woolard advocates a structured decision-making process to navigate uncertainties effectively. He stresses the importance of not just operational efficiency but also actively seeking opportunities to enhance the firm’s value.
The Mentoring Round | David Freeman, CFO, Starburst
Inside The Mentoring Round, CFO David Freeman recounts the challenges faced during the financial crisis, highlighting the tension between investor advice to retrench and the company’s growth trajectory. Freeman reflects on the gaps in his expertise, particularly in taxation, emphasizing the need for finance leaders to recognize their limitations and bring in experts early on. […]
The Mentoring Round | Craig Wert, CFO, Jobber
Inside The Mentoring Round, CFO Craig Wert reveals a key piece of advice he wishes he had embraced earlier: the importance of networking. Wert acknowledges the significance of building strong internal and external networks. Additionally, Wert regrets not networking more actively earlier in his career with venture capitalists, CEOs, and CFOs in growth companies and […]