A Finance Strategic Moment During his first Salesforce meeting with the Chief Product Officer, Naeem Ishaq pitched new pricing ideas without solid data. Sent away to “figure out the (numbers) first,” he refined the fundamentals, persevered, and ultimately earned a trusted seat at the strategy table—opening doors for bigger initiatives and long-term growth. Now Watch […]
1088: Driving Growth with a Builder’s Mindset | Naeem Ishaq, CFO, Checkr
It was a first meeting Naeem Ishaq tells us he’ll never forget: stepping into the Chief Product Officer’s office at Salesforce, he began pitching a bold new pricing model. Yet the officer cut him off, bluntly telling him to “figure out the (numbers) first, then we can talk strategy.” Ishaq admits the numbers he had…
Listen to the Episode Below (0:52:29)
1086: M&A, AI, and the Art of Integration | Adam Ante, CFO, Paycor
“It wouldn’t surprise me. No, it would be exciting.” That was Adam Ante’s initial response when asked if five years from now, he could imagine himself still in the C-suite—but not as a CFO. The comment seemed to linger in the air, hinting at a deeper current in his career journey. Ante, who had led…
Listen to the Episode Below (0:42:28)
CFO Playbook: Integrating FP&A, BizOps, and RevOps for Growth
In this Mentoring Round segment, Jellyfish CFO Joanne Cheng reveals how strategic finance leadership goes beyond hiring a single role. She highlights the critical importance of integrating FP&A, accounting, BizOps, and RevOps to create a cohesive and data-driven finance ecosystem. By establishing robust processes and leveraging technology, Cheng underscores the value of visibility into revenue […]