CFO GUEST: Sruthi Lankla, CFO, Public.com CFO Sruthi Lanka: So public was a very young company, honestly, for the level of momentum that it had at the time that I joined. So it had only been started, uh, launched publicly as in its card form in September, 2019. So I had, I joined the company […]
Turning the Dials Up On Key “Handoff Points” | Russell Lester, CFO, Versapay
CFO GUEST: Russell Lester of Versapay
ON LOCATION Perform23 | Grant Halloran, CEO, Planful
GUEST: Grant Halloran, CEO, Planful Regarding Performance Management Being an Enabler Grant Halloran: Finance has often been seen as a gatekeeper or they have the keys to the kingdom. At the end of the day, they can restrict or unconstrained spending and all those sorts of things. The analogy I used or the comparison I…
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Rewiring FP&A to Better Serve Business Ops | Bobby Leibrock, CFO, Red Hat
CFO GUEST: Bobby Leibrock, CFO, Red Hat
By Prioritizing “Business Strength” DraftKings Avoided Some Harsh Lessons | Jason Quinn, CFO, Vendr
CFO GUEST: Jason Quinn of Vendr
Understanding Your Customer From the Inside Out | Jason Quinn, CFO, Vendr
CFO GUEST: Jason Quinn of Vendr
Expanding Horizontally: The Key to Long-Term Business Growth | Alka Tandan, CFO, GainSight
CFO GUEST: Alka Tandan of Gainsight Tandan: I think, you know, one of the, the biggest one, um, you know, was essentially at Gainsight when we had to sort of make a decision where, you know, how were we gonna expand? Were we going to, you know, we’re mostly in the enterprise space and there […]
Using Compensation to Achieve Post Merger Sales Alignment | Teodora Gouneva, CFO Next Insurance
Gouneva: Through my career, I spend a lot of time supporting sales teams. And usually what is critical with the sales team is they respond really well to how you design compensation. And if you don’t design it the right way, you may get a different behavior that you don’t intend. So looking back at […]
Planning Aces | John McCauley, CFO, Calendly
McCauley: When you have such a heterogeneous install base that Calendly has, we have so many different use cases in so many different industries with so many different levels of complexity. When you look at our data at a consolidated basis, it has nominal value. It’s hard to take action on this heterogeneous group that […]
Where FP&A Resides | Gary Zyla, CFO, AssetMark
Zyla: The Finance team I oversee, it’s fun and it’s broad. You have Business Intelligence, I have Investor Relations, Corporate Development, Communications, and PR are part of our Finance team, which is somewhat unusual. Sometimes, we have FP&A, of course, we have Controllership. But, the Business Intelligence is amazing. And, I think in many companies, […]
885: Landing Your Career’s “Pivot Position” | Robert Mitchell, CFO, Zepz
Robert Mitchell had been sizing up new venture opportunities for PayPal for roughly 3 years when the door to an operations role swung open. Impressed by his financial modeling know-how, Mitchell tells us, PayPal’s credit bosses “handpicked” him to create a framework for launching and monitoring new credit offerings. For Mitchell, there was no turning…
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883: The Confidence That Only Experience Brings | Javier Echave, CFO, Heathrow
When Heathrow CFO Javier Echave tells us that one of his greatest career lessons was learned from being passed over for the giant airport’s CFO position, we wonder whether we misunderstood him. He continues: “It was then that I learned in the most painful way that securing my own succession to the CFO office…
Listen to the Episode Below (00:58:39)