In this episode of “The Mentoring Round,” Guardian Pharmacy CFO David Morris reflects on decades of growth and persistence, emphasizing the importance of human capital, data-driven decisions, and patient, long-term strategy. Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and […]
1,046: Transforming Finance from Reactive to Proactive Leadership | David Eckstein, CFO, Vanta
When David Eckstein inherited a struggling business unit earlier in his career, there was little question he faced an uphill battle. The unit wasn’t one he had built, nor had he developed the frameworks or discounting policies in place. Who was responsible for the unit’s troubles? And shouldn’t this problem child belong to someone else?…
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Adapt and Excel: CFOs Changing Industry Landscape
This article originally appeared on Forbes.com CFOs often build their careers within a specific industry, leveraging their accumulated expertise to navigate complexities and add value over time. This steady climb enables finance leaders to deepen their understanding of industry-specific regulations, operations, and customer behavior. However, a daring segment of CFOs seeks opportunities beyond familiar territory, […]
The Electric Services Opportunity, A CFO’s Priorities | Rex Jackson, CFO, ChargePoint
CFO GUEST: Rex Jackson of ChargePoint
872: Opportunities Along the xP&A Frontier | Dan Fletcher, CFO, Planful
During the early years of his finance career Dan Fletcher was accustomed to being the executive from somewhere else. When he first joined the asset management team at Allstate Investments, he was “the auditor from Price Waterhouse”, and when he landed inside an interim management role as a private equity advisor he was the former…
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716: Building Your Operational Model | Chad Gold, CFO, SalesLoft
Back in 2008, Chad Gold was working for Home Depot as an FP&A professional when the economic downturn upended the home building market and summoned him to the retailer’s forecasting front lines. “Finance had to be ahead of the business as far as thinking through all the different scenarios went because the housing markets were…
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Ep 8: Building a More Inclusive Culture
Brett and Jack discuss different aspects of inclusive cultures and why certain companies stumble while attempting to build more inclusive cultures. Featuring the commentary and insights of workplace champions: Prahanth Mahendra-Rajah, CFO, Analog Devices, Maria Manrique, CFO, O’Reilly Media, Ian Charles, CFO, Flexe, Scott McFalane, CEO, Avalara. Unedited Transcript Hello everyone. I’m here with Brett […]
709: Investor, Advisor, Operator | Mark Shifke, CFO, Billtrust
Billtrust CFO Mark Shifke likes to label himself an “accidental CFO”—a tag that a number of our guests have appropriated from time to time when faced with explaining a past filled with less-than-traditional career experience. However, in the case of Shifke, the term arguably has little to do with career experience, for Billtrust’s CFO spent…
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533: Taking the Temperature of Your Business | Jeff Friedman, CFO, Savi Technology
When asked about which numbers have been top-of-mind since his arrival two years ago inside the CFO office at Savi Technology, Jeff Friedman quickly mentions accounts payable, receivables, and cash before taking a short pause and stating “the sales pipeline.” After 24 months as Savi’s finance chief, it’s clear that Friedman has lines of sight into…
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363: Achieving a Global Alignment | Alejandro Scannapieco, CFO, Globant
Join us when CFO Alejandro Scannapieco of Globant looks back on his firm’s IPO and recalls the priorities and challenges that helped to shape the technology services firm’s global growth path. On Metrics "An important metric that we watch closely is the number of 'releases'—these are people who are being released from projects. We need to quickly understand what…
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316: The Color of Money | Vincent Manier, CFO, Ecova
Over the next decade, Vincent Manier believes, growing numbers of finance leaders will adopt the dictums of "green finance," extending the influence of finance leadership well beyond its traditional role. Simply put, green finance characterizes the financing of investments that generate environmental benefits as part of a broader strategy to advance resilient and sustainable development.…
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294: The Missing CFO | Making Room in the C-Suite
For most companies, the hiring of a finance leader represents a milestone in a company's growth trajectory. However, the question as to when a company should make a CFO hire appears to have as many answers as there are C-suites. Join us when we pop the question to two CEOs who have built impressive high-growth…
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