Steve and Jack talk about the volatile business environment and what it means for business planning professionals. Featuring commentary and FP&A insights from Planning Aces: CFO Will Johnson of Iterable, CFO Adam Ante of Paycor, CFO Ryan Van Hatten of Prophix and CFO Steve Vintz of Tenable.
800: When the Road Rises to Meet You | John Herman, CFO, Movable Ink
Had the opportunity to work in the treasury department at American Express arrived 6 months earlier, there’s a chance that John Herman may never have landed in a CFO office. “Treasury was an area that I was fascinated by,” remembers Herman, who—after having spent a decade at American Express—was given a "package” in 2009 when…
Listen to the Episode Below (00:56:27)
799: When Metrics Do the Talking | Adam Ante, CFO, Paycor
When Adam Ante first arrived at Paycor in 2017, the seasoned finance executive was tasked with prodding Paycor management to begin monitoring daily performance metrics. “At first, it was about building the relationship with the executive team so that they understood how important it was to understand how the company was performing on a daily…
Listen to the Episode Below (00:48:22)
797: Achieving a More Perfect Exit | Melinda Smith, CFO, ChaosSearch
Back in early 2014, the management of Paydiant, a 4-year-old mobile payments start-up, believed that it was still several years away from engaging with acquisition-minded bankers. Nevertheless, when PayPal came calling, the Paydiant team decided that they were worth a listen. “Even though it was still an early stage for us to be in…
Listen to the Episode Below (01:01:50)
Ep 10: Getting in Deeper
Steve and Jack discuss how successful financial planning teams are always looking to “get in deeper” and help their organization’s extend their lines of sight. Featuring commentary and FP&A insights from Planning Aces: CFO Adriana Carpenter of Emburse, CFO Kent Kelley of Unanet and CFO Brandon Maultasch of Moloco. Kent Kelley—a 15-year Oracle veteran whose […]
796: Gene Editing’s Next Frontier | Elaine Sun, CFO, Mammoth Biosciences
Having grown accustomed to charting the careers of our finance leader guests from their early professional days up through their entry into the CFO office, we did not change course for Elaine Sun, an accomplished investment banker turned finance leader who last month stepped into her third successive finance chief position at Mammoth Biosciences of…
Listen to the Episode Below (00:47:34)
794: The Customer’s Many Experiences | Will Johnson, CFO, Iterable
Will Johnson can still hear the question that momentarily muted a management dinner and prodded the gathering’s executive diners to thoughtfully dispatch an answer. “'If you weren’t in your current role, which one—held by a peer at this table—would you assume?,'” recalls Johnson, echoing the inquisitor’s words. “There were some really surprising answers,” he…
Listen to the Episode Below (00:51:48)
793: When Timing Matters | Adriana Carpenter, CFO, Emburse
As we seek to highlight the milestones that mark the path to the CFO office, one of our favorite queries is to ask finance leaders to recall from their career-building years the first time they presented to their company’s board. For Adriana Carpenter, memories of that board gathering will forever call to mind ASC…
Listen to the Episode Below (00:49:58)
792: Blazing the Cash-to-Crypto Path | Chris Roling, CFO, Coinme
Reflecting on a finance career that has spanned nine different countries and three decades, Chris Roling says that he may have received his most valuable career lesson at a plant in Pennsylvania's Amish Country. As a newly minted MBA, Roling was hired by Armstrong Industries in the late 1980s to augment the finance executive ranks…
Listen to the Episode Below (00:50:01)
791: Collaborating With Parts Unknown | Kent Kelley, CFO, Unanet
We have spent many hours in discussion with finance leaders about the intersection of finance and sales as we try to better understand the professional collaboration required to achieve successful outcomes in these domains. Still, few of our talks have pushed us to ponder the human elements and relationships that point to such success more…
Listen to the Episode Below (00:57:22)
788: When the Road Rises to Meet You | Emily Villatte, CFO, Acast
Emily Villatte’s finance career first got rolling along dusty country roads in the Australian bush. With a dual-track master's degree in engineering and finance, she had been hired by British multinational JLT Group to provide risk management and insurance services to a cluster of accounts residing in Australia’s outback. Along the way, Villatte says, she…
Listen to the Episode Below (00:33:16)
787: Listening to Your Inner Self | Steve Vintz, CFO, Tenable
Looking back on his first CFO role, Steve Vintz recalls waking up one morning and thinking that he might not have a job. The night before, Vintz had told his company’s CEO that he was having second thoughts about a deck of slides highlighting the virtues of a proposed acquisition. “It just hit me:…
Listen to the Episode Below (00:55:53)