Inside The Mentoring Round, CFO Jason Godley emphasizes the importance of identifying and focusing on a few critical KPIs that can significantly influence the business’s trajectory. CFO Godley aims to transform CFO-speak into actionable insights that resonate with various stakeholders within the company, thereby making financial goals and achievements relevant and comprehensible across all levels […]
987: May the Road Rise to Meet You | Jennifer Loo, CFO, Tala
Back in 2009, with a law degree in hand along with a smattering of frontline consulting experience, Jennifer Loo swung open the door at LegalZoom—where in short order she was tasked with architecting the fast-growing company's FP&A function from the ground up. For Loo, the responsibilities that would quickly surface at LegalZoom did not necessarily…
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966: The Billionaire’s Apprentice | Michael Perica, CFO, Rimini Street
CFO Michael Perica's career journey began with an opportunity to work as a junior analyst for a national capital markets firm, where he would find a billionaire mentor. According to Perica, his association with the billionaire would ultimately offer him access to influential networks and unique opportunities. From his early days onward, Perica tells us,…
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926: Distinguishing the “What” from the “How” | Dallas Clement, President and CFO, Cox Enterprises
As listeners to our podcast well know, one of our favorite queries for finance executives who have had a lengthy tenure in one place is, "What kept you there?" It may go without saying that something with the word “opportunity” in it is perhaps the most popular response. Still, for certain finance leaders—and especially those…
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896: Why Context Trumps Playbooks | Aneal Vallurupalli, CFO, Airbase
Back in 2010, when the flow of hiring by investment banks had been reduced to a meager trickle of new faces in the wake of the economic downturn, Aneal Vallurupalli walked through the doors of San Francisco's Union Square Advisors. For Vallurupalli—a recent graduate of a Bay Area college not necessarily known as a…
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The Enterprise Mindset: When Firm Trumps Function | Julie Swinney, CFO, Zendesk
CFO GUEST: Julie Swinney of Zendesk Julie Swinney, CFO, Zendesk reflects back on a career chapter at Intel Corp. when she stepped into a General Manager role after a GM departed the company. Swinney, a career finance executive, stresses the importance of an enterprise mindset, which involves putting the company’s interests first, instead of just […]
894: The Opportunity That Everyone Must See | Julie Swinney, CFO, Zendesk
By the time the general manager of Intel’s data center chipset business parted ways with the company, Julie Swinney had already advanced into one of their coveted business unit CFO positions. To Swinney—who had already served in a series of senior finance roles—the GM’s departure seemed to leave a startling void in a business that…
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Ep 21: When Sales is at the Table
In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. The hosts also discuss the role of finance in enabling…
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