finance Archives - CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA

803: Sharing in a Moment That Mattered | Efrain Rivera, CFO, Paychex

Back in April of 2020, as the consequences of COVID’s arrival in the U.S. sent financial markets reeling, Paychex CFO Efrain Rivera had the temptation “to say nothing.” As the company’s quarterly earnings call with analysts quickly approached, Rivera explains, a number of management team members had gathered in conference to debate the idea of…

Listen to the Episode Below (00:53:42)

0:00

00:53:42

803: Sharing in a Moment That Mattered | Efrain Rivera, CFO, Paychex

802: Making an Industry Lane Change | Mike Catelani, CFO, Anixa Biosciences, Inc.

When Mike Catelani seeks to identify the objectives and career milestones that have helped to advance him into the ranks of Bay Area biotech CFOs, he mentions that although he had a deep interest in biology during his high school years, upon entering college he decided to swap out a biology curriculum for an accounting…

Listen to the Episode Below (00:53:31)

0:00

00:53:31

802: Making an Industry Lane Change | Mike Catelani, CFO, Anixa Biosciences, Inc.

Ep 18: The Hard Truth About Retention

Brett & Jack discuss how growing numbers of businesses are facing an employee retention crisis as they battle escalating workforce attrition and struggle to fill job vacancies. As the crisis grows in certain industries, more finance leaders are sounding the alarm on escalating business risk and dedicating more time to solving the current talent equation. […]

800: When the Road Rises to Meet You | John Herman, CFO, Movable Ink

Had the opportunity to work in the treasury department at American Express arrived 6 months earlier, there’s a chance that John Herman may never have landed in a CFO office. “Treasury was an area that I was fascinated by,” remembers Herman, who—after having spent a decade at American Express—was given a "package” in 2009 when…

Listen to the Episode Below (00:56:27)

0:00

00:56:27

800: When the Road Rises to Meet You | John Herman, CFO, Movable Ink

799: When Metrics Do the Talking | Adam Ante, CFO, Paycor

When Adam Ante first arrived at Paycor in 2017, the seasoned finance executive was tasked with prodding Paycor management to begin monitoring daily performance metrics. “At first, it was about building the relationship with the executive team so that they understood how important it was to understand how the company was performing on a daily…

Listen to the Episode Below (00:48:22)

0:00

00:48:22

799: When Metrics Do the Talking | Adam Ante, CFO, Paycor

798: A CFO Links Past to Present | April Downing, CFO, Khoros

It was in the late 1990s when public accountant, savvy networker and future CFO April Downing decided that it was time to leave Dallas. “I had cultivated my network there really early—there was a group of friends from PwC whom I regularly attended a book club with, and later we would all go on to…

Listen to the Episode Below (00:44:11)

0:00

00:44:11

798: A CFO Links Past to Present | April Downing, CFO, Khoros

797: Achieving a More Perfect Exit | Melinda Smith, CFO, ChaosSearch

Back in early 2014, the management of Paydiant, a 4-year-old mobile payments start-up, believed that it was still several years away from engaging with acquisition-minded bankers. Nevertheless, when PayPal came calling, the Paydiant team decided that they were worth a listen. “Even though it was still an early stage for us to be in…

Listen to the Episode Below (01:01:50)

0:00

01:01:50

797: Achieving a More Perfect Exit | Melinda Smith, CFO, ChaosSearch

Ep 10: Getting in Deeper

Steve and Jack discuss how successful financial planning teams are always looking to “get in deeper” and help their organization’s extend their lines of sight. Featuring commentary and FP&A insights from Planning Aces: CFO Adriana Carpenter of Emburse, CFO Kent Kelley of Unanet and CFO Brandon Maultasch of Moloco. Kent Kelley—a 15-year Oracle veteran whose […]

796: Gene Editing’s Next Frontier | Elaine Sun, CFO, Mammoth Biosciences

Having grown accustomed to charting the careers of our finance leader guests from their early professional days up through their entry into the CFO office, we did not change course for Elaine Sun, an accomplished investment banker turned finance leader who last month stepped into her third successive finance chief position at Mammoth Biosciences of…

Listen to the Episode Below (00:47:34)

0:00

00:47:34

796: Gene Editing’s Next Frontier | Elaine Sun, CFO, Mammoth Biosciences

795: The Canary in the Coal Mine | Anisha Sood, CFO, First Choice Health

Back in 2001, as the dotcom bubble imploded and the U.S. economy took a downward spiral, Anisha Sood, a recently hired consultant for Accenture, felt fortunate. “There were rounds of layoffs happening and Accenture was trying to manage it well, but I got lucky because I was in healthcare,” explains Sood, who reports that other…

Listen to the Episode Below (00:39:03)

0:00

00:39:03

795: The Canary in the Coal Mine | Anisha Sood, CFO, First Choice Health

793: When Timing Matters | Adriana Carpenter, CFO, Emburse

As we seek to highlight the milestones that mark the path to the CFO office, one of our favorite queries is to ask finance leaders to recall from their career-building years the first time they presented to their company’s board. For Adriana Carpenter, memories of that board gathering will forever call to mind ASC…

Listen to the Episode Below (00:49:58)

0:00

00:49:58

793: When Timing Matters | Adriana Carpenter, CFO, Emburse

791: Collaborating With Parts Unknown | Kent Kelley, CFO, Unanet

We have spent many hours in discussion with finance leaders about the intersection of finance and sales as we try to better understand the professional collaboration required to achieve successful outcomes in these domains. Still, few of our talks have pushed us to ponder the human elements and relationships that point to such success more…

Listen to the Episode Below (00:57:22)

0:00

00:57:22

791: Collaborating With Parts Unknown | Kent Kelley, CFO, Unanet