The Source for CFO Thought Leadership

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996: Cultivating a CFO’s Toolkit | Aaron Levine, CFO, Prophix

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. His journey has been marked by a series of strategic transitions and expansions of his skill set that illustrate the broadening…
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The Mentoring Round | Dan Murphy, CFO, Commercetools

Inside The Mentoring Round, CFO Dan Murphy emphasizes the importance of understanding the underlying factors behind key metrics such as net dollar retention. This involves analyzing why certain customers are buying more and why others aren’t, which can reveal insights into product or service improvements.Looking ahead, his priorities include maintaining rigorous execution, structuring the organization […]

995: Embracing Change to Energize Your Career | Dan Murphy, CFO, Commercetools

The way that Dan Murphy sees it, the CFO position demands that leaders always be kept on high alert. This is a mindset that has led him to habitually monitor updates and alerts related to key vendors, including banking institutions. And so it was, in first quarter of 2023, that he spotted a vague tweet…
Listen to the Episode Below (0:56:29)
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994: Balancing Top-Line Growth and Bottom-Line Results | Naresh Bansal, CFO, Menlo Security

Ask any CFO about their career-building years, and they will likely attribute their success to their adaptability and ability to render strategic insight. This tendency was recently amplified for us when we heard about the experience of Naresh Bansal, a seasoned finance executive who during a pivotal chapter early in his early career discovered that…
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993: Building Resilient Careers: Lessons From an Expat CFO | Hilary Norris, CFO, GTreasury

A little more than 15 years ago, Hilary Norris had landed her "dream job" at a tech company in sunny California—a perfect alignment of her professional goals and personal life. However, the idyllic scenario was disrupted when the company was acquired, a common turning point that often spells uncertainty for existing executives. Facing a potential…
Listen to the Episode Below (0:56:36)
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The Mentoring Round | Jeff Bray, CFO, Semperis

Inside The Mentoring Round, Semperis CFO Jeff Bray emphasizes the importance of concentrating investments on the best ideas rather than spreading resources too thinly. In his transition from an analyst to a portfolio manager, he shifted the strategy to focus on the top three to five investment ideas from each analyst, significantly enhancing portfolio performance. […]

991: Transforming Investment Wisdom Into Management Strategy | Jeff Bray, CFO, Semperis

Long ago, the power of focus was a lesson that Jeff Bray learned early in his career while transitioning from the role of analyst to that of portfolio manager. He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key areas would greatly amplify his…
Listen to the Episode Below (0:45:41)
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987: May the Road Rise to Meet You | Jennifer Loo, CFO, Tala

Back in 2009, with a law degree in hand along with a smattering of frontline consulting experience, Jennifer Loo swung open the door at LegalZoom—where in short order she was tasked with architecting the fast-growing company's FP&A function from the ground up. For Loo, the responsibilities that would quickly surface at LegalZoom did not necessarily…
Listen to the Episode Below (0:46:43)
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986: Blending Finance With Operational Ingenuity | Erin Sawyer, CFO, Certinia

Reflecting on her career choices, Erin Sawyer tells us that one pivotal point stands out—a decision that involved moving her family across the country. This step triggered not only a geographical shift but also a change in Sawyer's professional life, when her work alongside a CEO ultimately fueled her aspirations to become a chief financial…
Listen to the Episode Below (0:41:20)
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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 […]

985: A World Where Everything Is Negotiable | Sarah Alper, CFO, Pactum AI

As Pactum AI embarks on a pivotal phase of commercialization, the arrival of Sarah Alper in the AI-driven company’s CFO office is by no means a coincidence. Having transitioned from structured finance roles at General Electric to the dynamic environment of UiPath, Alper now brings to the table a blend of experience in operational finance,…
Listen to the Episode Below (0:54:45)
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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 […]