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financial metrics

1067: The Power of Storytelling in Scaling Businesses | Matt Collis, CFO, PairSoft

For Matt Collis, CFO of PairSoft, storytelling is more than a skill—it’s a strategic tool for aligning teams and scaling businesses. Whether leading acquisitions or guiding cross-functional teams, Collis uses financial narratives to clarify priorities and inspire action. “Someone has to be the storyteller,” Collis tells us, emphasizing how framing financial data in relatable terms…
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Ep 40: From Constraints to Collaboration

In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. The CFOs discuss how setting clear constraints enhances strategic planning and drives more thoughtful decision-making. Leveraging AI emerges as a key theme for optimizing financial […]

1,041: Rethinking How Metrics Can Align with Business Evolution | Josh Schwartz, CFO, Medidata

By the time Josh Schwartz arrived at Medidata, the life sciences innovation company had found itself entering unfamiliar waters. Having just gone public, the firm was shifting away from being a fast-growing start-up to welcoming life as a more structured, scalable organization. For Schwartz, who initially led revenue recognition, this was the beginning of both…
Listen to the Episode Below (0:48:07)
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703: Driving Future Performance | Harmit Singh, CFO, Levi Strauss & Co.

When it comes time for Harmit Singh to brief Levi Strauss & Co.’s management team regarding the latest performance results, Levi’s CFO will often share a briefing document that features a front page bearing the heading “What’s Working and What’s Not.” “It’s more difficult to understand what’s not working, and it’s the ‘What’s not’ that…
Listen to the Episode Below (00:44:53)
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The Growth Ultimatum and the Rise of the SaaS CFO

The tribe of finance leaders commonly identified as “SaaS CFOs”  are today busily developing the tools and management practices destined to reshape the finance function. It was not quite 100 years ago that Donaldson Brown arrived inside the offices of General Motors Corp.’s finance department. The future GM CFO had distinguished himself years earlier by […]