A Finance Strategic Moment Seeing poor collaboration with shared‑service finance teams, Steinberg realized relational capital drives strategic finance. He set up an office at the remote site, spent two days weekly with tax, accounting and compliance leads, listening and co‑solving issues. The strengthened partnerships lifted quality and helped to ready IONOS for a smooth IPO. Now […]
1103: Turning Anomalies into Advantage | Matthias Steinberg, CFO, MindBridge
When Matthias Steinberg entered the CFO office at MindBridge in 2022, the audit files displayed on his laptop were already being processed by the company’s own AI. KPMG, he adds, was using the same platform to automate journal‑entry testing—work “traditionally done manual.” That shift marked “a big step toward continuous audit,” Steinberg tells us. CFOTL: Tell us…
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1102: Navigating Growth and Risk in a Member-Driven Business | Andrea Hecht, CFO, CSAA Insurance Group
When Andrea Hecht walks into a finance meeting, she’s not preparing for earnings calls or shareholder Q&A. Instead, her focus is inward—on aligning every financial decision with a mission that begins and ends with AAA members. CSAA Insurance Group, where Hecht serves as CFO, operates in 23 states and the District of Columbia. It’s not…
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From Product To Ownership Ecosystem | Tom Egan, CFO, Hometap
A Finance Strategic Moment Amid 2020’s Covid uncertainty, Tom Egan drew on his Lehman‑era lesson that contracts follow relationships. He immediately called Hometap’s two banks, shared worst‑case projections and asked for covenant flexibility. The transparency earned rapid waivers, safeguarded liquidity and proved that trust, not paperwork, is the true collateral when markets fracture. Now Watch the […]
1101: Turning Home Equity into a Platform, Not a Product | Tom Egan, CFO, Hometap
When Tom Egan walks a homeowner through the math—“If your house is worth a million dollars and you owe five hundred thousand,” he says—the traditional options surface quickly: load the balance sheet with a costly home‑equity loan or sell and hope you can find somewhere new to live. That binary choice, he explains, is exactly what…
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Achieving Strategic Optionality Through Operational Rigor | Chad Gold, CFO, Fullstory
Sensing 2021’s frothy market, Gold ran a dual track—pursuing fresh capital while quietly courting strategic buyers. Years of relationship‑building and rigorous records paid off when Vista Equity acquired Salesloft, delivering liquidity without ceding control and validating his mantra that finance should anticipate peaks and “make the news.” Now Watch the Complete Episode with CFO Chad Gold […]
1100: Lines, Not Dots: Turning Optionality into Outcomes | Chad Gold, CFO, Fullstory
Imagine an accounts‑receivable clerk clicking through four different systems just to finish one routine task. Chad Gold sees that bottleneck instantly. Fullstory’s newly launched Workforce product maps every mouse‑stroke of such employee journeys, then surfaces friction points so companies can “make them more productive, so they can do even more value‑added things,” Gold tells us. CFOTL:…
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Empower Numbers, Accelerate Restaurant Success | Emma Whelan, CFO, MarginEdge
A Finance Strategic Moment Seeing 65 finance staff siloed on three continents, Emma Whelan realized succession and scale were impossible. She collapsed the structure into one truly global team, cross‑training and centralizing every process. The painful year paid off: faster closes, zero attrition, soaring engagement, and worldwide talent sharing propelled sustainable growth. Now Watch the Complete […]
1099: Turning Back‑of‑House Data into Front‑of‑House Wins | Emma Whelan, CFO, MarginEdge
When a restaurant’s weekly salmon order suddenly spikes in price, Emma Whelan wants chefs adjusting menus the next morning—not tallying losses a month later. “The system will alert them if the price of salmon (has) gone up unexpectedly,” she tells us, describing MarginEdge’s real‑time cost engine. It is a small but telling vignette from Whelan’s first…
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CFO Jill Woodworth’s Wellness Encore at Prenuvo
Woodworth realized early that high‑growth companies must plan for downturns. She pushed Peloton’s leadership to model severe demand shocks and secure funding before it was essential. When COVID’s whiplash forced a $800 million cost‑cut and mass layoffs, those preparations helped to buffer liquidity and allowed the company to restructure rather than stall. Now Watch the Complete […]
1098: Pandemic Rollercoaster Veteran Champions Smarter MRI Suites | Jill Woodworth, CFO, Prenuvo
When Peloton’s stock debuted in 2019, CFO Jill Woodworth believed the playbook was air‑tight. She had shifted fiscal calendars, re‑segmented reporting and shaped statements that “tell a story,” she tells us. Then COVID hit. Orders “flew nine‑fold overnight,” marketing was switched off, and customer focus narrowed to a single metric: getting bikes from order to doorstep. CFOTL:…
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Embedding AI Into Finance Workflows | Gillian Munson, CFO, Vimeo
A Finance Strategic Moment One week into a CFO post, Munson was air‑dropped into a foreign audit room and told to fix a complex tax exposure outside her expertise. She mobilized auditors, tapped her network, and resolved it quickly. The baptism fortified her “learn‑fast, call‑everyone” playbook, sharpening courage and pattern recognition for future unknowns. Now […]