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990: From Print to Platform: Strategic Shifts in a Digital Age | CFO Mitch Peipert

Back in 2016, Mitch Peipert stood at a crossroads. With a career foundation deeply rooted in the precision and rigor of public accounting, he had honed his CFO leadership and operational prowess as he navigated his way through the financial landscapes of various companies. Still, nothing could have prepared him for the arrival of a…
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989: The Homecoming: A Tale of Growth, Leadership, and Return | Jeremy Johnson, CFO, Dayforce

Back in September 2021, Jeremy Johnson, senior vice president of finance at Ceridian (now Dayforce), decided that it was time to test his mettle—a step that would lead him to returning from a long personal journey with a leadership perspective somewhat different from what he had expected might be the case. Determined to challenge himself…
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Ep 33: Driving Value Beyond the Balance Sheet

This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for organizational change, prompting shifts in…
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The Mentoring Round | Bob Houghton, CFO, Pivot Bio

Inside The Mentoring Round, CFO Bob Houghton’s first investor relations role at General Mills highlights the importance of external representation and engagement with investors in shaping a finance leader’s career. Houghton’s observation that well-rounded experiences attract proactive recruitment efforts for CFO and other finance leadership roles illustrates the market value of a broad and diverse […]

988: The Quest for Sustainable AgTech | Bob Houghton, CFO, Pivot Bio

In the heart of a bustling paper mill, where the scent of fresh pulp intermingled with the hum of machinery, Bob Houghton kicked off his finance career. Fresh out of college and a number of states removed from his Minnesota roots, Houghton understood the intricate dance of departments working in unison to produce everyday essentials.…
Listen to the Episode Below (0:35:38)
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The Mentoring Round | Jennifer Loo, CFO, Tala

Inside The Mentoring Round, CFO Jennifer Loo explains why the metric of customer lifetime value (CLV) is her core indicator of business performance, emphasizing the importance of delivering value to customers and understanding their engagement and commitment. Loo emphasizes the importance of finance professionals keeping their “heads up” — engaging beyond spreadsheets to understand broader […]

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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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,…
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984: The Building Blocks of CFO Success | Bob Purcell, CFO, Billtrust

Bob Purcell's leap into the unknown was not a misplaced step but a giant stride toward his future as a CFO. Early in his career, he faced a daunting choice: To join a distressed company teetering on the brink of failure or to play it safe. Driven by an unshakable belief in his abilities and…
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The Mentoring Round | Bill Purcell, CFO, Billtrust

Inside The Mentoring Round, CFO Bob Purcell emphasizes the importance of having a comprehensive set of metrics and KPIs to effectively monitor and guide the company’s operations, akin to a pilot’s dashboard. CFO Purcell stresses the necessity of providing customers with exceptional experiences, enabling them to concentrate on their core business without concerns about back-office […]

983: The CFO as Architect of Value | Aaron Alt, CFO, Cardinal Health

In the world of finance, where leadership roles await those who distinguish themselves along a select number of familiar paths, Aaron Alt's journey to becoming a CFO stands out for its breadth and depth, transcending conventional boundaries. Starting in law, Alt quickly found his groove inside the legal world's cornucopia of M&A advisory services. It…
Listen to the Episode Below (0:47:59)
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The Mentoring Round | Jakson Peters, CFO, Tour Radar

Inside The Mentoring Round, CFO Jakson Peters shares his philosophy of swift decision-making, and sheds light on the common pitfall many finance professionals face: over-analysis. Transitioning through roles in diverse geographies, from Sao Paulo, to Malaysia, to Dubai to Vienna, he emphasizes the value of understanding and integrating into new cultures without prejudgment. Fluent in […]