FINANCE STRATEGIC MOMENT | CFO JASON LEE At Faire, Jason redefined how the company measured growth by simplifying customer behavior analytics. Initially, the company tracked broad volume and percentage-based growth metrics, but Jason shifted the focus to two core drivers: discovery volume (new product trials) and reorder rate (repeat purchases). Now Watch the Complete Episode […]
1080: Reframing Your Drivers of Growth | Jason Lee, CFO, Faire
It was a moment of “shock and awe” that Jason Lee says shapes his strategic mindset. Soon after joining Square, he discovered a major partnership with Starbucks that was quietly bleeding millions of dollars and threatened Square’s financial runway. “We had to swarm the problem,” Lee tells us. The team renegotiated terms and preserved the…
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From Black Box to Control Tower
A former customer turned advocate, Stuart Leung joined Flexport when it was still a fast-growing startup lacking formal finance structures. In just a few months as CFO, he oversaw a thorough margin-improvement effort involving 15 “big rock” initiatives, uniting cross-functional teams to boost efficiency and profitability. He now focuses on AI-based automation, using new technology […]
1078: From Black Box to Control Tower | Stuart Leung, CFO, Flexport
Stuart Leung had occupied the CFO office at Flexport for only a few months when he realized the supply chain management company’s growing margin pressures stemmed not from a single root cause but from many. From pricing misalignment to invoice errors, Leung had compiled a lengthy list of snags. Along the way, he began empowering…
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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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CFO David Morris on Guardian Pharmacy’s Road to IPO and Growth Strategy
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 […]