What's Rarely Measured Matters Most

finance transformation

1193: Building Finance Functions That Shape Outcomes | Jesse Waldron, CFO, Thyme Care

When Jesse Waldron describes Thyme Care's work, he begins with the patient experience. Cancer patients, he explains, are often thrust into a healthcare system that can feel overwhelming both financially and emotionally. That reality sits at the center of Thyme Care's mission. As an oncology care navigation company, Thyme Care helps patients move through their…
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1192: Building Through Disruption | Christina Spade, CFO, Catalant

Five weeks into her role as CFO of Catalant, Christina Spade is helping guide a company that she believes is positioned for a different era of consulting. Catalant was founded out of Harvard Business School in 2013 and began as an independent consultant matchmaking company, Spade tells us. Today, she describes the firm as a…
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1191: From Complexity to Clarity: Building Operational Maturity | David Forlizzi, CFO, Salsify

When David Forlizzi describes Salsify, he begins with a simple observation: “We all use it every day.” Unlike some of the highly technical software businesses where he previously spent his career, Salsify's value proposition is visible to anyone who shops online. Product content sits at the center of the company's platform, Forlizzi tells us. Whether…
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1187: Pattern Recognition: How CFOs See Around Corners | Alex Chun, CFO, NEOGOV

Alex Chun already knew the management team at NEOGOV long before he became its CFO. As an investor at Warburg Pincus, he spent more than four years “in the trenches” with NEOGOV’s leadership team, flying to Los Angeles to work through operational challenges alongside them, Chun tells us. His path to finance leadership did not…
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1186: Keeping the Applause in Check | Adam Goldbruch, CFO, DoorLoop

Adam Goldbruch still remembers the celebration. In 2017, he stood inside a Tel Aviv startup office while employees cheered a milestone: a Disney princess quiz had generated “2.8 million page views,” he tells us. Champagne circulated as the founder delivered a visionary speech about changing communication through content. At the time, Goldbruch was young enough…
Listen to the Episode Below (0:51:58)
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1181: What AI Means for the Future of Finance Leadership | Yuval Atsmon, CFO & Sr Partner, McKinsey & Company

In the desert during military officer training, Yuval Atsmon entered one wrong number into a GPS device. Instead of reaching the intended destination, he and his team ended up in the wrong location, and the simulated mission failed. The mistake cost him the chance to finish at the top of his class, he tells us.…
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1166: Building Equity Value in a Capital-Intensive World | Derek Doyle, CFO, C Spire

Fiber is “a lot of investment up front for that stream of cash flow in the future,” Derek Doyle tells us. At C Spire, that reality defines nearly every strategic decision. The advanced technology and communications company has been reinventing itself for more than 70 years, Doyle tells us. Today, it is the largest privately…
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Ep 52: Foundations Before Acceleration

In this episode of Planning Aces, hosts Jack Sweeney and Glenn Hopper lead a focused discussion spotlighting the thinking of CFO Kevin Rubin of Zscaler, CFO Bruce Schuman of Universal Technical Institute, and CFO Razzak Jallow of FloQast on how disciplined FP&A leadership is shaping AI adoption. Rubin frames AI as a capital allocation decision,…
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1165: Building a Business That Stands on Its Own | Manu Diwakar, CFO, Virta Health

Nearly 90% of Americans suffer from metabolic disease, Manu Diwakar tells us, citing a recent McKinsey & Company study. For Diwakar, CFO of Virta Health, that statistic defines both the scale of the challenge and the clarity of the mission. Metabolic disease, he explains, includes type 2 diabetes, obesity, liver disease, kidney disease, heart disease,…
Listen to the Episode Below (0:49:20)
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Pilot, Learn, Scale What Works | Troy Anderson, CFO, Kelly Services

Troy Anderson stepped into a troubled $2B Xerox unit and uncovered mispriced contracts, communication gaps, and failing operations. After renegotiating key agreements and restoring transparency, he recommended shutting down an unsalvageable business. His decisive analysis saved years of wasted investment, restored credibility, and allowed the company to plan with clarity and confidence. Now Watch the […]

1143: Building a Transformation-Ready Finance Function | Troy Anderson, CFO, Kelly Services

When Troy Anderson accepted the CFO seat at Kelly Services in 2024, he stepped into an organization that, as he tells us, “had done a number of acquisitions … and really invested in the business.” The legacy staffing firm had spent nearly $1 billion to expand its reach but had yet to fully integrate those…
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Building a Business with AI at the Core | Dan Zhang, CFO, ClickUp

At AppDynamics, Dan Zhang tackled a critical gap in sales predictability during a SaaS transformation by building an analytics stack and leading early-morning trainings. Her hands-on approach earned her Sales MVP—despite not being in sales—proving that finance can drive frontline impact and unlock strategic value across the business. Now Watch the Complete Episode Featuring CFO […]