At Digital Insight, Hardy shifted focus from product-line P&Ls to total-offering value, bundling implementation/training to cut churn and deepen product adoption. The move boosted annual growth from 12% to 16%, improved retention, and drove higher bookings—directly increasing enterprise value at exit. Now Watch the Complete Episode Featuring CFO Matthew Hardy of Bonterra Matthew Hardy, CFO […]
Balancing Profitability and Expansion in SaaS | Andrew Casey, CFO, Amplitude
At ServiceNow, Andrew Casey learned that transformation succeeds through disciplined change management, not speed. By focusing on three major initiatives—comp plans, territory design, and customer success—he drove customer‑centric growth while reinforcing the right behaviors. This “rule of three” approach now guides multi‑year transformations at Amplitude, aligning teams, processes, and metrics for sustainable ARR expansion. Andrew […]
1118: Partnering for Growth: Finance Meets Customer-Centricity | Andrew Casey, CFO, Amplitude
Andrew Casey remembers a moment when colleagues truly looked to finance for leadership. At ServiceNow, a then‑$400 million company with little go‑to‑market infrastructure, the team faced a long list of missing elements: no functioning comp plan, no partner ecosystem, and no clear strategy for scaling sales. “Whenever people said they didn’t know how,” Casey recalls, “I…
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1117: Building a Unicorn with a Finance Blueprint | Konstantin Dzhengozov, CFO, Payhawk
When Konstantin Dzhengozov turned down a corporate development role in the U.S., he wasn’t walking away from opportunity—he was running toward a different kind of growth. Having helped lead the FP&A function at a fast-scaling Bulgarian tech firm through its acquisition by a U.S. public company, Dzhengozov knew what came next if he stayed the…
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1116: The CFO Who Thinks in Full Color | Dan Zhang, CFO, ClickUp
When Dan Zhang joined ClickUp in 2021, she stepped into a company intent on unifying how the world works. Two years later, she entered the CFO office—just as ClickUp’s strategic bet on AI was beginning to reshape its platform and its future. ClickUp is not just a place where work is tracked, Zhang tells us—it’s…
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Turning Acquisitions into Momentum, Not Disruption | Josh Schauer, CFO, insightsoftware
Josh Schauer helped transform insightsoftware from a fragmented “house of brands” into a unified, vertically structured organization. By aligning products around buyer personas, he and the leadership team created focused business units—clarifying strategy, enhancing go-to-market execution, and reinforcing finance’s role as a driver of enterprise-wide alignment and strategic identity. Now Watch the Complete Episode featuring […]
1113: The Strategic Leap from Finance Partner to Business Architect | Josh Schauer, CFO, insightsoftware
When Josh Schauer joined Longview, a Toronto-based software company, he had no idea that a transformative chapter of his career was just a few years away. In 2020, Longview was acquired by insightsoftware—a turning point that brought both uncertainty and opportunity. “It’s kind of equal parts fear and optimism,” he tells us. “You wonder: Am…
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When the Role is Earned by Leading | Amanda Whalen, CFO, Klaviyo
In her first CFO role, Amanda Whalen revamped cost accounting, restructured sales incentives, and overhauled P&L reporting—driving a 10% profit increase in one year. The experience revealed finance’s power to align teams, influence decisions, and shape business outcomes—ultimately convincing her to pursue finance leadership as her long-term path. [ssp-player] Now Watch our Complete Episode Featuring […]
1110: When Leadership Mattered | Amanda Whalen, CFO, Klaviyo
Amanda Whalen’s first CFO role began with a question. “You’re not a finance technical person,” her company’s president told her, “but you’re the strongest leader on my team. Will you be willing to be the CFO and help me transform the finance function?” She accepted. Over the following year, Whalen tells us, her team tackled…
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1109: Building Finance Teams for Scale, Speed, and Smarts | Larry Roseman, CFO, Thumbtack
When the Silicon Valley Bank crisis erupted in early 2023, Larry Roseman was already well-acquainted with market upheaval. A member of the CFO class appointed around 2020—just as the pandemic began—Roseman had weathered previous storms. He began his career amid the dot-com collapse, then advanced through the 2008 financial crisis. “Scar tissue helps,” he tells…
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1108: Building Value in a Disrupted Industry | Kent Hoskins, CFO, Concord
Back in the early 2000s, when a recruiter lined up Kent Hoskins for a finance interview at Boosey & Hawkes, he came prepared to discuss guitar manufacturing. Instead, the executive immediately began quizzing him on music royalties—the recruiter had apparently misunderstood the brief. Hoskins didn’t get the job—at first. But two days later, he got…
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1106: Scaling Smarter: Inside the Finance Revenue Engine | Tim Ritters, CFO, Gong
During his decade at Google, Tim Ritters worked at the intersection of product and finance, helping to launch financial systems in collaboration with engineering, marketing, and product teams. The role gave him early exposure to cross-functional work and large-scale data environments. “Day one, you’re working cross-functionally,” Ritters tells us. He adds that this mindset became…
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